Investments: OSTERWEIS CAPITAL MANAGEMENT INC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
2.360.629.653 $+214.419.089 $2.213.792.823 $+2.213.792.823 $
BANK OF AMERICA CORP /DE/BAC1.436.171.135 $+174.969.175 $1.261.201.960 $+1.261.201.960 $
ALPHA PRO TECH LTDAPT114.627.830 $+6.171.533 $108.456.297 $+108.456.297 $
MICROSOFT CORPMSFT85.418.899 $-13.905.266 $99.324.165 $+99.324.165 $
AMAZON COM INCAMZN77.632.383 $-139.530 $77.771.913 $+77.771.913 $
DEXCOM INCDXCM54.132.125 $+54.132.125 $
AUTOZONE INCAZO38.415.521 $-11.647.290 $50.062.811 $+50.062.811 $
HAEMONETICS CORPHAE48.205.725 $+485.638 $47.720.087 $+47.720.087 $
ELI LILLY & CoLLY48.122.022 $+11.511.756 $36.610.266 $+36.610.266 $
JPMORGAN CHASE & COJPM44.786.968 $-94.305 $44.881.273 $+44.881.273 $
VAIL RESORTS INCMTN41.724.852 $+10.385.448 $31.339.404 $+31.339.404 $
ANALOG DEVICES INCADI41.205.043 $+2.674.369 $38.530.674 $+38.530.674 $
BROWN & BROWN, INC.BRO33.931.956 $-5.796.644 $39.728.600 $+39.728.600 $
BOSTON SCIENTIFIC CORPBSX25.694.918 $-2.051.724 $27.746.642 $+27.746.642 $
NVIDIA CORPNVDA24.712.556 $-520.337 $25.232.893 $+25.232.893 $
BOEING COBA23.601.161 $-435.610 $24.036.771 $+24.036.771 $
SYNOPSYS INCSNPS20.315.859 $-1.534.903 $21.850.762 $+21.850.762 $
DEERE & CODE20.268.124 $+1.098.413 $19.169.711 $+19.169.711 $
NVR INCNVR19.143.521 $+19.143.521 $
FirstService CorpFSV15.919.118 $-1.528.623 $17.447.741 $+17.447.741 $
SITIME CorpSITM10.842.227 $-6.402.046 $17.244.273 $+17.244.273 $
RAMBUS INCRMBS8.184.183 $-7.608.369 $15.792.552 $+15.792.552 $
CECO ENVIRONMENTAL CORPCECO13.387.368 $+2.633.730 $10.753.638 $+10.753.638 $
APPFOLIO INCAPPF12.447.884 $+301.816 $12.146.068 $+12.146.068 $
NOVANTA INCNOVT12.100.688 $+12.100.688 $
NOVARTIS AGNVS12.088.856 $+716.918 $11.371.938 $+11.371.938 $
LATTICE SEMICONDUCTOR CORPLSCC11.814.373 $+2.119.636 $9.694.737 $+9.694.737 $
Vericel CorpVCEL11.630.330 $+1.935.839 $9.694.491 $+9.694.491 $
GLAUKOS CorpGKOS11.473.124 $-130.462 $11.603.586 $+11.603.586 $
Magnolia Oil & Gas CorpMGY7.128.413 $-3.612.299 $10.740.712 $+10.740.712 $
TREX CO INCTREX10.090.944 $+10.090.944 $
REPLIGEN CORPRGEN8.952.491 $-796.062 $9.748.553 $+9.748.553 $
Pebblebrook Hotel TrustPEB8.582.693 $+1.991.845 $6.590.848 $+6.590.848 $
VSE CORPVSEC8.372.434 $+8.372.434 $
PROCEPT BioRobotics CorpPRCT7.471.121 $-869.097 $8.340.218 $+8.340.218 $
Twist Bioscience CorpTWST8.148.170 $+8.148.170 $
AGILYSYS INCAGYS4.684.673 $-3.367.478 $8.052.151 $+8.052.151 $
TWILIO INCTWLO7.853.782 $+7.853.782 $
ETSY INCETSY6.942.063 $+77.500 $6.864.563 $+6.864.563 $
BERKSHIRE HATHAWAY INCBRK-B6.691.883 $+78.894 $6.612.989 $+6.612.989 $
Silicon Motion Technology CORPSIMO5.222.255 $+1.623.267 $3.598.988 $+3.598.988 $
FORD MOTOR COF3.048.000 $+3.048.000 $
PROCTER & GAMBLE CoPG2.457.193 $-222.002 $2.679.195 $+2.679.195 $
FAIR ISAAC CORPFICO2.184.281 $+241.785 $1.942.496 $+1.942.496 $
PALATIN TECHNOLOGIES INCPTNT1.635.656 $-50.270 $1.685.926 $+1.685.926 $
EXXON MOBIL CORPXOM1.299.312 $+10.015 $1.289.297 $+1.289.297 $
JOHNSON & JOHNSONJNJ933.344 $+111.748 $821.596 $+821.596 $
AbbVie Inc.ABBV857.066 $-7.504 $864.570 $+864.570 $
AMERICAN EXPRESS COAXP564.174 $+57.630 $506.544 $+506.544 $
ORACLE CORPORCL374.032 $-144.856 $518.888 $+518.888 $
BERKLEY W R CORPWRB443.930 $-41.151 $485.081 $+485.081 $
MORGAN STANLEYMS404.413 $-6.181 $410.594 $+410.594 $
Walmart Inc.WMT342.252 $+57.085 $285.167 $+285.167 $
Walt Disney CoDIS182.032 $-117.958 $299.990 $+299.990 $
RTX CorpRTX298.025 $+20.592 $277.433 $+277.433 $
KLA CORPKLAC264.887 $+29.752 $235.135 $+235.135 $
INTUITIVE SURGICAL INCISRG225.411 $+60.830 $164.581 $+164.581 $
NETFLIX INCNFLX173.456 $-41.151 $214.607 $+214.607 $
GENERAL DYNAMICS CORPGD199.976 $-2.578 $202.554 $+202.554 $
FASTENAL COFAST158.835 $-35.265 $194.100 $+194.100 $
FISERV INCFISV43.325 $-149.554 $192.879 $+192.879 $
MCKESSON CORPMCK190.307 $+15.713 $174.594 $+174.594 $
SOUTHERN COSO172.743 $-14.996 $187.739 $+187.739 $
AT&T INC.T154.853 $-21.195 $176.048 $+176.048 $
Duke Energy CORPDUK163.508 $-9.123 $172.631 $+172.631 $
HEICO CORPHEI171.826 $+409 $171.417 $+171.417 $
Booking Holdings Inc.BKNG139.239 $-28.138 $167.377 $+167.377 $
Parker-Hannifin CorpPH164.366 $+22.592 $141.774 $+141.774 $
Palo Alto Networks IncPANW139.992 $-14.759 $154.751 $+154.751 $
CITIGROUP INCC153.331 $+58.428 $94.903 $+94.903 $
Bank of New York Mellon CorpBK139.192 $+8.549 $130.643 $+130.643 $
LAM RESEARCH CORPLRCX136.259 $+29.675 $106.584 $+106.584 $
MCDONALDS CORPMCD95.968 $-27.715 $123.683 $+123.683 $
CHEVRON CORPCVX122.386 $+26.416 $95.970 $+95.970 $
AGNICO EAGLE MINES LTDAEM100.192 $+100.192 $
NASDAQ, INC.NDAQ97.130 $+8.680 $88.450 $+88.450 $
RBC Bearings INCRBC95.067 $+95.067 $
Vertiv Holdings CoVRT93.804 $+6.456 $87.348 $+87.348 $
iShares Bitcoin Trust ETFIBIT46.770 $-24.210 $70.980 $+70.980 $
MICRON TECHNOLOGY INCMU63.646 $+26.334 $37.312 $+37.312 $
COCA COLA COKO60.962 $-2.440 $63.402 $+63.402 $
SPS COMMERCE INCSPSC63.013 $+6.493 $56.520 $+56.520 $
STARBUCKS CORPSBUX57.951 $+57.951 $
CONOCOPHILLIPSCOP47.835 $-7.311 $55.146 $+55.146 $
EQUIFAX INCEFX45.566 $-8.305 $53.871 $+53.871 $
CATERPILLAR INCCAT52.131 $+52.131 $
ASTRAZENECA PLCAZN51.481 $+51.481 $
INSULET CORPPODD46.331 $-3.992 $50.323 $+50.323 $
EQT CorpEQT49.366 $-764 $50.130 $+50.130 $
CUMMINS INCCMI48.493 $+8.368 $40.125 $+40.125 $
IDACORP INCIDA44.549 $+44.549 $
ESCO TECHNOLOGIES INCESE40.055 $-3.223 $43.278 $+43.278 $
TransUnionTRU42.560 $+42.560 $
Liberty Media CorpFWONA41.322 $+41.322 $
GRIFFON CORPGFF37.709 $-1.280 $38.989 $+38.989 $
AMGEN INCAMGN38.295 $+5.278 $33.017 $+33.017 $
GOLDMAN SACHS GROUP INCGS37.797 $+37.797 $
AramarkARMK36.787 $+36.787 $
BP PLCBP36.710 $+36.710 $
CDW CorpCDW29.555 $-5.009 $34.564 $+34.564 $
3M COMMM34.422 $+1.058 $33.364 $+33.364 $
AAR CORPAIR34.344 $+34.344 $
AZZ INCAZZ33.547 $-611 $34.158 $+34.158 $
AppLovin CorpAPP30.996 $-2.057 $33.053 $+33.053 $
PEPSICO INCPEP33.010 $+709 $32.301 $+32.301 $
ALIGN TECHNOLOGY INCALGN32.948 $+6.527 $26.421 $+26.421 $
Snap IncSNAP32.280 $+1.440 $30.840 $+30.840 $
ADVANCED MICRO DEVICES INCAMD32.124 $+7.855 $24.269 $+24.269 $
AMEREN CORPAEE32.045 $+32.045 $
HUBSPOT INCHUBS28.536 $+28.536 $
Sony Group CorpSONY27.597 $+27.597 $
STIFEL FINANCIAL CORPSF26.547 $+2.491 $24.056 $+24.056 $
NEXTERA ENERGY INCNEE26.492 $+1.580 $24.912 $+24.912 $
UNILEVER PLCUL23.253 $+23.253 $
SCHWAB CHARLES CORPSCHW22.580 $+22.580 $
Mastercard IncMA22.264 $+22.264 $
UFP INDUSTRIES INCUFPI19.633 $+19.633 $
SUNCOR ENERGY INCSU19.385 $+19.385 $
STRYKER CORPSYK18.979 $+18.979 $
PACCAR INCPCAR17.631 $+17.631 $
BARCLAYS PLCBCS17.484 $+17.484 $
Shell plcSHEL14.769 $+14.769 $
Lloyds Banking Group plcLYG13.420 $+13.420 $
POOL CORPPOOL9.379 $-3.334 $12.713 $+12.713 $
GSK plcGSK11.917 $+11.917 $
COPART INCCPRT11.692 $+11.692 $
Solventum CorpSOLV3.869 $+3.869 $
Paramount Skydance CorpPSKY2.100 $+2.100 $
AMERISAFE INCAMSF351 $+351 $
2.360.629.653 $+214.419.089 $2.213.792.823 $+2.213.792.823 $
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