Investments: CABOT WEALTH 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. ($)
883.889.687 $+10.340.706 $883.103.336 $+883.103.336 $
BANK OF AMERICA CORP /DE/BAC421.348.223 $+2.299.596 $419.048.627 $+419.048.627 $
BlackRock, Inc.BLK70.091.661 $+6.908.083 $63.183.578 $+63.183.578 $
ALPHA PRO TECH LTDAPT40.721.784 $+7.269.623 $33.452.161 $+33.452.161 $
APPFOLIO INCAPPF40.541.029 $+2.046.591 $38.494.438 $+38.494.438 $
BERKSHIRE HATHAWAY INCBRK-B27.662.840 $-258.334 $27.921.174 $+27.921.174 $
MERCADOLIBRE INCMELI21.151.744 $-3.645.526 $24.797.270 $+24.797.270 $
JPMORGAN CHASE & COJPM23.897.106 $+207.818 $23.689.288 $+23.689.288 $
Sony Group CorpSONY20.853.325 $-2.849.799 $23.703.124 $+23.703.124 $
HDFC BANK LTDHDB20.864.267 $+1.194.939 $19.669.328 $+19.669.328 $
FEDEX CORPFDX16.849.311 $+3.132.920 $13.716.391 $+13.716.391 $
MORGAN STANLEYMS15.141.418 $-57.909 $15.199.327 $+15.199.327 $
Bank OZKOZK13.465.107 $-1.415.179 $14.880.286 $+14.880.286 $
CINTAS CORPCTAS13.506.858 $-1.149.559 $14.656.417 $+14.656.417 $
SYSCO CORPSYY11.535.202 $-1.118.353 $12.653.555 $+12.653.555 $
Walt Disney CoDIS11.588.226 $+115.142 $11.473.084 $+11.473.084 $
DOMINOS PIZZA INCDPZ11.329.258 $-139.611 $11.468.869 $+11.468.869 $
CDW CorpCDW9.399.941 $-1.912.181 $11.312.122 $+11.312.122 $
NVIDIA CORPNVDA10.148.025 $-141.675 $10.289.700 $+10.289.700 $
VERIZON COMMUNICATIONS INCVZ8.657.003 $-1.370.416 $10.027.419 $+10.027.419 $
Zoetis Inc.ZTS9.554.355 $+9.554.355 $
Accenture plcACN9.046.271 $+950.146 $8.096.125 $+8.096.125 $
ELI LILLY & CoLLY8.999.370 $+2.420.784 $6.578.586 $+6.578.586 $
MICROSOFT CORPMSFT6.398.046 $-679.463 $7.077.509 $+7.077.509 $
SPS COMMERCE INCSPSC6.486.802 $+387.648 $6.099.154 $+6.099.154 $
ORACLE CORPORCL3.539.176 $-1.581.361 $5.120.537 $+5.120.537 $
ASML HOLDING NVASML4.741.620 $+330.034 $4.411.586 $+4.411.586 $
ROLLINS INCROL4.622.260 $-113.476 $4.735.736 $+4.735.736 $
INSULET CORPPODD4.109.258 $-482.483 $4.591.741 $+4.591.741 $
Booking Holdings Inc.BKNG4.171.802 $+743.266 $3.428.536 $+3.428.536 $
INTUITIVE SURGICAL INCISRG4.054.005 $+709.172 $3.344.833 $+3.344.833 $
SHERWIN WILLIAMS COSHW2.523.870 $-448.080 $2.971.950 $+2.971.950 $
Roblox CorpRBLX1.346.070 $-1.156.986 $2.503.056 $+2.503.056 $
NEXTERA ENERGY INCNEE2.107.591 $+96.311 $2.011.280 $+2.011.280 $
FAIR ISAAC CORPFICO2.013.528 $+199.734 $1.813.794 $+1.813.794 $
HUBSPOT INCHUBS904.129 $-910.935 $1.815.064 $+1.815.064 $
CARNIVAL CORPCCL1.251.041 $+66.772 $1.184.269 $+1.184.269 $
CITIGROUP INCC1.128.949 $+152.678 $976.271 $+976.271 $
AMAZON COM INCAMZN1.048.154 $+62.065 $986.089 $+986.089 $
PROCTER & GAMBLE CoPG758.683 $-65.957 $824.640 $+824.640 $
PALATIN TECHNOLOGIES INCPTNT650.387 $-17.088 $667.475 $+667.475 $
GENERAL ELECTRIC COGE627.306 $+222.860 $404.446 $+404.446 $
TORONTO DOMINION BANKTD568.214 $+85.956 $482.258 $+482.258 $
CHEVRON CORPCVX452.353 $-8.548 $460.901 $+460.901 $
EXXON MOBIL CORPXOM406.172 $+22.122 $384.050 $+384.050 $
AbbVie Inc.ABBV389.804 $+50.598 $339.206 $+339.206 $
SOUTHERN COSO349.236 $-30.318 $379.554 $+379.554 $
STRYKER CORPSYK323.352 $-16.744 $340.096 $+340.096 $
MCDONALDS CORPMCD320.912 $+1.827 $319.085 $+319.085 $
JOHNSON & JOHNSONJNJ308.769 $+55.300 $253.469 $+253.469 $
CONOCOPHILLIPSCOP290.565 $-3.042 $293.607 $+293.607 $
COCA COLA COKO287.190 $+14.747 $272.443 $+272.443 $
Phillips 66PSX262.596 $-14.205 $276.801 $+276.801 $
Mastercard IncMA236.915 $+859 $236.056 $+236.056 $
DARDEN RESTAURANTS INCDRI224.872 $-7.748 $232.620 $+232.620 $
FIRST MAJESTIC SILVER CORPAG188.091 $+188.091 $
883.889.687 $+10.340.706 $883.103.336 $+883.103.336 $
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