Investments: Churchill Financial Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Churchill Financial Advisors, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
467.712.063 $+33.409.009 $
+19,4 %
94434.703.219 $+150.396.532 $
+59,9 %
94289.321.248 $+282.488.935 $
+135,0 %
96
Walmart Inc.WMT→ 0Stark113.039.030 $-11.312.928 $
-9,1 %
1124.351.958 $+54.370.769 $
+77,7 %
169.981.189 $+69.981.189 $1
iSHARES TRUST→ 028.353.847 $+7.067.193 $
+33,2 %
121.286.654 $+8.619.644 $
+68,0 %
112.667.010 $+12.667.010 $1
Apple Inc.AAPL→ 0Neutral27.271.312 $+3.250.850 $
+13,5 %
124.020.462 $+6.867.999 $
+40,0 %
117.152.463 $+17.152.463 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark20.606.946 $+10.851.576 $
+111,2 %
19.755.370 $+3.636.438 $
+59,4 %
16.118.932 $+6.118.932 $1
MAI Capital Management→ 014.964.053 $+4.420.491 $
+41,9 %
110.543.562 $+3.431.969 $
+48,3 %
17.111.593 $+7.111.593 $1
MICROSOFT CORPMSFT→ 0Neutral14.723.099 $-220.664 $
-1,5 %
114.943.763 $+3.470.846 $
+30,3 %
111.472.917 $+11.472.917 $1
Alphabet Inc.GOOGL→ 0Neutral13.594.355 $+2.511.793 $
+22,7 %
111.082.562 $+3.321.414 $
+42,8 %
17.761.148 $+7.761.148 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark10.337.879 $-673.669 $
-6,1 %
111.011.548 $+4.493.982 $
+69,0 %
16.517.566 $+6.517.566 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral10.840.875 $+1.772.708 $
+19,5 %
19.068.167 $+3.426.745 $
+60,7 %
15.641.422 $+5.641.422 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach9.507.148 $+720.995 $
+8,2 %
18.786.153 $+1.289.374 $
+17,2 %
17.496.779 $+7.496.779 $1
CATERPILLAR INCCAT→ 0Sehr stark9.337.043 $+3.125.266 $
+50,3 %
16.211.777 $+4.256.572 $
+217,7 %
11.955.205 $+1.955.205 $1
ORACLE CORPORCL→ 0Stark8.487.150 $-217.643 $
-2,5 %
18.704.793 $+611.350 $
+7,6 %
18.093.443 $+8.093.443 $1
EXXON MOBIL CORPXOM→ 0Stark6.675.764 $-1.842.695 $
-21,6 %
18.518.459 $+4.869.028 $
+133,4 %
13.649.431 $+3.649.431 $1
CHEVRON CORPCVX→ 0Sehr stark6.320.263 $-1.816.907 $
-22,3 %
18.137.170 $+4.544.561 $
+126,5 %
13.592.609 $+3.592.609 $1
MCDONALDS CORPMCD→ 0Neutral5.483.238 $-2.273.459 $
-29,3 %
17.756.697 $+2.832.998 $
+57,5 %
14.923.699 $+4.923.699 $1
BlackRock Fund Advisors→ 07.694.335 $+629.193 $
+8,9 %
17.065.142 $+405.382 $
+6,1 %
16.659.760 $+6.659.760 $1
AbbVie Inc.ABBV→ 0Neutral7.172.747 $+908.165 $
+14,5 %
16.264.582 $+1.596.760 $
+34,2 %
14.667.822 $+4.667.822 $1
DEERE & CODE→ 0Neutral7.083.563 $+793.192 $
+12,6 %
16.290.371 $+2.556.034 $
+68,4 %
13.734.337 $+3.734.337 $1
CUMMINS INCCMI→ 0Neutral6.590.060 $+1.403.547 $
+27,1 %
15.186.513 $+2.715.935 $
+109,9 %
12.470.578 $+2.470.578 $1
KLA CORPKLAC→ 0Stark5.747.576 $+2.938.218 $
+104,6 %
12.809.358 $+1.795.981 $
+177,2 %
11.013.377 $+1.013.377 $1
ISHARES TR→ 05.447.173 $+4.783.326 $
+720,5 %
15.505.580 $+4.228.339 $
+331,1 %
15.524.182 $+4.216.051 $
+322,3 %
1
TJX COMPANIES INC /DE/TJX→ 0Stark5.194.935 $-281.178 $
-5,1 %
15.476.113 $+1.738.474 $
+46,5 %
13.737.639 $+3.737.639 $1
SCHWAB STRATEGIC TRUST→ 05.288.534 $+799.166 $
+17,8 %
14.489.368 $+46.557 $
+1,0 %
14.442.811 $+4.442.811 $1
ANALOG DEVICES INCADI→ 0Stark5.273.226 $+1.049.281 $
+24,8 %
14.223.945 $+1.211.998 $
+40,2 %
13.011.947 $+3.011.947 $1
JPMORGAN CHASE & COJPM→ 0Neutral5.241.535 $+531.151 $
+11,3 %
14.710.384 $+950.399 $
+25,3 %
13.759.985 $+3.759.985 $1
World Gold TrustGLDM→ 04.673.311 $-267.066 $
-5,4 %
14.940.377 $+765.186 $
+18,3 %
14.175.191 $+4.175.191 $1
Meta Platforms, Inc.META→ 0Neutral4.711.921 $-73.946 $
-1,5 %
14.785.867 $+1.862.988 $
+63,7 %
12.922.879 $+2.922.879 $1
Marvell Technology, Inc.MRVL→ 0Stark4.429.624 $+2.925.253 $
+194,5 %
11.504.371 $+1.504.371 $1
CME GROUP INC.CME→ 0Neutral3.233.614 $-1.091.196 $
-25,2 %
14.324.810 $+2.809.762 $
+185,5 %
11.515.048 $+1.515.048 $1
AMAZON COM INCAMZN→ 0Stark4.227.437 $+882.621 $
+26,4 %
13.344.816 $+1.632.362 $
+95,3 %
11.712.454 $+1.712.454 $1
ELECTRONIC ARTS INC.EA→ 03.886.943 $-174.759 $
-4,3 %
14.061.702 $+20.463 $
+0,5 %
14.041.239 $+4.041.239 $1
COCA COLA COKO→ 0Neutral3.978.735 $+111.060 $
+2,9 %
13.867.675 $+709.980 $
+22,5 %
13.157.695 $+3.157.695 $1
TEXAS INSTRUMENTS INCTXN→ 0Stark3.963.139 $+1.343.026 $
+51,3 %
12.620.113 $+1.666.612 $
+174,8 %
1953.501 $+953.501 $1
NVIDIA CORPNVDA→ 0Neutral3.950.577 $+1.068.791 $
+37,1 %
12.881.786 $+2.364.062 $
+456,6 %
1517.724 $+517.724 $1
JOHNSON & JOHNSONJNJ→ 0Neutral3.748.597 $+116.219 $
+3,2 %
13.632.378 $+2.926.678 $
+414,7 %
1705.700 $+705.700 $1
CISCO SYSTEMS, INC.CSCO→ 0Sehr stark3.592.632 $+1.219.464 $
+51,4 %
12.373.168 $+17.128 $
+0,7 %
12.356.040 $+2.356.040 $1
VISA INC.V→ 0Stark3.034.288 $+349.188 $
+13,0 %
12.685.100 $-785.877 $
-22,6 %
13.470.977 $+3.470.977 $1
LOWES COMPANIES INCLOW→ 0Neutral2.755.684 $-672.503 $
-19,6 %
13.428.187 $+721.889 $
+26,7 %
12.706.298 $+2.706.298 $1
VANGUARD WHITEHALL FDS→ 02.854.272 $-2.592.901 $
-47,6 %
12.623.637 $-2.881.943 $
-52,3 %
12.633.185 $-2.890.997 $
-52,3 %
1
SOUTHERN COSO→ 0Stark2.752.237 $-52.248 $
-1,9 %
12.804.485 $+1.832.990 $
+188,7 %
1971.495 $+971.495 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral2.644.883 $+1.881.614 $
+246,5 %
1763.269 $+367.715 $
+93,0 %
1395.554 $+395.554 $1
YUM BRANDS INCYUM→ 0Schwach2.614.990 $+34.022 $
+1,3 %
12.580.968 $+1.204.320 $
+87,5 %
11.376.648 $+1.376.648 $1
SPDR S&P MIDCAP 400 ETF TRUSTMDY→ 02.578.820 $+311.281 $
+13,7 %
12.267.539 $+29.651 $
+1,3 %
12.237.888 $+2.237.888 $1
SELECT SECTOR SPDR TRUST→ 02.339.092 $+486.293 $
+26,2 %
11.852.799 $+758.322 $
+69,3 %
11.094.477 $+1.094.477 $1
AMGEN INCAMGN→ 0Neutral2.282.804 $+64.742 $
+2,9 %
12.218.062 $+1.431.209 $
+181,9 %
1786.853 $+786.853 $1
EMERSON ELECTRIC COEMR→ 0Stark2.059.356 $+174.502 $
+9,3 %
11.884.854 $+788.321 $
+71,9 %
11.096.533 $+1.096.533 $1
ADOBE INC.ADBE→ 0Schwach1.221.919 $+57.566 $
+4,9 %
11.164.353 $-854.389 $
-42,3 %
12.018.742 $+2.018.742 $1
SPDR SERIES TRUST→ 02.004.211 $+95.183 $
+5,0 %
11.909.028 $+92.179 $
+5,1 %
11.816.849 $+1.816.849 $1
Uber Technologies, IncUBER→ 0Schwach390.530 $+63.968 $
+19,6 %
1326.562 $-1.610.292 $
-83,1 %
11.936.854 $+1.936.854 $1
INTUIT INC.INTU→ 0Neutral742.806 $-293.176 $
-28,3 %
11.035.982 $-885.036 $
-46,1 %
11.921.018 $+1.921.018 $1
TRAVELERS COMPANIES, INC.TRV→ 0Neutral1.911.725 $+172.145 $
+9,9 %
11.739.580 $+162.814 $
+10,3 %
11.576.766 $+1.576.766 $1
PROCTER & GAMBLE CoPG→ 0Neutral267.765 $-1.590.167 $
-85,6 %
11.857.932 $+457.937 $
+32,7 %
11.399.995 $+1.399.995 $1
NEW YORK TIMES CONYT→ 0Stark1.460.553 $-286.976 $
-16,4 %
11.747.529 $+1.747.529 $1
AMERICAN EXPRESS COAXP→ 0Stark1.728.119 $+152.501 $
+9,7 %
11.575.618 $+845.337 $
+115,8 %
1730.281 $+730.281 $1
LOCKHEED MARTIN CORPLMT→ 0Stark1.353.635 $-252.229 $
-15,7 %
11.605.864 $+1.389.180 $
+641,1 %
1216.684 $+216.684 $1
VANGUARD SPECIALIZED FUNDS→ 01.410.492 $-1.213.145 $
-46,2 %
11.277.241 $-1.355.944 $
-51,5 %
11.308.131 $+1.308.131 $1
MORGAN STANLEYMS→ 0Neutral1.297.093 $+193.651 $
+17,5 %
11.103.442 $+161.645 $
+17,2 %
1941.797 $+941.797 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral1.246.890 $+353.943 $
+39,6 %
1892.947 $+1.650 $
+0,2 %
1891.297 $+891.297 $1
Zoom Communications, Inc.ZM→ 0Stark1.208.405 $+1.208.405 $1
Broadcom Inc.AVGO→ 0Stark1.181.224 $+350.809 $
+42,2 %
1830.415 $-242.149 $
-22,6 %
11.072.564 $+1.072.564 $1
Salesforce, Inc.CRM→ 0Neutral960.326 $-183.961 $
-16,1 %
11.144.287 $-35.887 $
-3,0 %
11.180.174 $+1.180.174 $1
UNION PACIFIC CORPUNP→ 0Stark1.172.320 $+126.628 $
+12,1 %
11.045.692 $+580.739 $
+124,9 %
1464.953 $+464.953 $1
ABBOTT LABORATORIESABT→ 0Neutral509.959 $-299.697 $
-37,0 %
1809.656 $-334.618 $
-29,2 %
11.144.274 $+1.144.274 $1
ELI LILLY & CoLLY→ 0Neutral1.114.270 $+255.205 $
+29,7 %
1859.065 $+76.698 $
+9,8 %
1782.367 $+782.367 $1
ECOLAB INC.ECL→ 0Neutral1.107.475 $+50.045 $
+4,7 %
11.057.430 $+853.977 $
+419,7 %
1203.453 $+203.453 $1
S&P Global Inc.SPGI→ 0Neutral333.139 $-33.504 $
-9,1 %
1366.643 $-718.776 $
-66,2 %
11.085.419 $+1.085.419 $1
VANGUARD GROUP INC→ 01.041.360 $+88.684 $
+9,3 %
1952.676 $-37.939 $
-3,8 %
1990.615 $+990.615 $1
NORTHROP GRUMMAN CORP /DE/NOC→ 0Neutral763.965 $-259.395 $
-25,3 %
11.023.360 $+1.023.360 $1
Corteva, Inc.CTVA→ 0Sehr stark994.091 $+11.503 $
+1,2 %
1982.588 $+191.835 $
+24,3 %
1790.753 $+790.753 $1
GILEAD SCIENCES, INC.GILD→ 0Sehr stark879.326 $-90.689 $
-9,3 %
1970.015 $+146.307 $
+17,8 %
1823.708 $+823.708 $1
UNITED PARCEL SERVICE INCUPS→ 0Neutral933.973 $+933.973 $1
AMERICAN TOWER CORP /MA/AMT→ 0Neutral863.650 $-47.572 $
-5,2 %
1911.222 $+177.339 $
+24,2 %
1733.883 $+733.883 $1
WELLTOWER INC.WELL→ 0Neutral901.071 $+116.162 $
+14,8 %
1784.909 $+24.836 $
+3,3 %
1760.073 $+760.073 $1
ROSS STORES, INC.ROST→ 0Stark787.545 $-13.986 $
-1,7 %
1801.531 $+135.013 $
+20,3 %
1666.518 $+666.518 $1
Talen Energy CorpTLN→ 0Neutral798.492 $+798.492 $1
ILLINOIS TOOL WORKS INCITW→ 0Sehr stark577.724 $-186.487 $
-24,4 %
1764.211 $+238.114 $
+45,3 %
1526.097 $+526.097 $1
iShares, Inc.→ 0681.830 $+120.355 $
+21,4 %
1561.475 $+40.650 $
+7,8 %
1520.825 $+520.825 $1
INVESCO EXCH TRADED FD TR II→ 0663.847 $-746.645 $
-52,9 %
1
TRUIST FINANCIAL CORPTFC→ 0Neutral573.079 $+44.286 $
+8,4 %
1528.793 $-86.873 $
-14,1 %
1615.666 $+615.666 $1
STRYKER CORPSYK→ 0Neutral499.336 $-21.808 $
-4,2 %
1521.144 $-71.434 $
-12,1 %
1592.578 $+592.578 $1
Gitlab Inc.GTLB→ 0Sehr schwach587.307 $+587.307 $1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral546.403 $+55.209 $
+11,2 %
1491.194 $-75.506 $
-13,3 %
1566.700 $+566.700 $1
CROWN CASTLE INC.CCI→ 0Neutral560.947 $+560.947 $1
iShares Silver TrustSLV→ 0440.112 $-109.573 $
-19,9 %
1549.685 $+202.912 $
+58,5 %
1346.773 $+346.773 $1
Rocket Lab CorpRKLB→ 0Sehr schwach511.503 $+188.348 $
+58,3 %
1323.155 $+20.955 $
+6,9 %
1302.200 $+302.200 $1
Airbnb, Inc.ABNB→ 0Neutral503.998 $+170.871 $
+51,3 %
1333.127 $+333.127 $1
VANGUARD WORLD FUND→ 0481.496 $-2.560 $
-0,5 %
1484.056 $+37.184 $
+8,3 %
1446.872 $+446.872 $1
TRACTOR SUPPLY CO /DE/TSCO→ 0Neutral461.592 $+461.592 $1
JAMES INVESTMENT RESEARCH, INC.→ 0440.035 $+162.450 $
+58,5 %
1277.585 $+1.388 $
+0,5 %
1276.197 $+276.197 $1
VAIL RESORTS INCMTN→ 0Neutral354.548 $-68.022 $
-16,1 %
1422.570 $+422.570 $1
HOME DEPOT, INC.HD→ 0Stark415.388 $+208.928 $
+101,2 %
1206.460 $+206.460 $1
EQUINIX INCEQIX→ 0Neutral269.979 $+16.097 $
+6,3 %
1253.882 $-161.377 $
-38,9 %
1415.259 $+415.259 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0379.246 $+81.998 $
+27,6 %
1297.248 $-19.122 $
-6,0 %
1316.370 $+316.370 $1
Tesla, Inc.TSLA→ 0Schwach343.210 $+39.862 $
+13,1 %
1303.348 $-63.624 $
-17,3 %
1366.972 $+366.972 $1
AFLAC INCAFL→ 0Stark351.750 $+16.037 $
+4,8 %
1335.713 $+335.713 $1
RESMED INCRMD→ 0Neutral272.743 $-77.482 $
-22,1 %
1350.225 $+350.225 $1
Mastercard IncMA→ 0Neutral205.440 $-137.088 $
-40,0 %
1342.528 $+342.528 $1
Coinbase Global, Inc.COIN→ 0Neutral336.949 $+336.949 $1
DoorDash, Inc.DASH→ 0Schwach317.978 $+317.978 $1
Duke Energy CORPDUK→ 0Neutral278.476 $-9.592 $
-3,3 %
1288.068 $+288.068 $1
COLGATE PALMOLIVE COCL→ 0Sehr stark275.040 $+19.350 $
+7,6 %
1255.690 $+18.630 $
+7,9 %
1237.060 $+237.060 $1
RTX CorpRTX→ 0Neutral227.676 $-3.804 $
-1,6 %
1231.480 $+29.740 $
+14,7 %
1201.740 $+201.740 $1
BRISTOL MYERS SQUIBB COBMY→ 0Neutral224.405 $+224.405 $1
Symbotic Inc.SYM→ 0Stark215.390 $+215.390 $1
AMPHENOL CORP /DE/APH→ 0Stark215.110 $+215.110 $1
PEPSICO INCPEP→ 0Sehr stark214.300 $+11.076 $
+5,5 %
1203.224 $+203.224 $1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA→ 0214.180 $+214.180 $1
467.712.063 $+33.409.009 $
+19,4 %
94434.703.219 $+150.396.532 $
+59,9 %
94289.321.248 $+282.488.935 $
+135,0 %
96
Erweitert ×