Investments: Westend Capital Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
355.646.565 $+41.314.523 $342.049.726 $+30.588.820 $323.819.205 $+73.481.597 $262.231.989 $+262.231.989 $
BANK OF AMERICA CORP /DE/BAC126.594.465 $-12.273.537 $138.868.002 $+7.649.763 $131.218.239 $+9.111.689 $122.106.550 $+122.106.550 $
BOEING COBA31.330.199 $+403.055 $30.927.144 $+3.270.232 $27.656.912 $+3.105.216 $24.551.696 $+24.551.696 $
APPFOLIO INCAPPF22.141.965 $+2.265.252 $19.876.713 $+19.486.454 $390.259 $-15.056.458 $15.446.717 $+15.446.717 $
GENERAL ELECTRIC COGE21.607.688 $+667.909 $20.939.779 $+3.288.745 $17.651.034 $+1.469.107 $16.181.927 $+16.181.927 $
CAMECO CORPCCJ20.704.096 $+1.828.719 $18.875.377 $-1.138.738 $20.014.115 $+9.125.978 $10.888.137 $+10.888.137 $
PALATIN TECHNOLOGIES INCPTNT18.995.577 $+5.002.738 $13.992.839 $+13.939.414 $53.425 $+53.425 $
NETFLIX INCNFLX6.758.690 $-10.395.457 $17.154.147 $-1.719.551 $18.873.698 $+6.017.839 $12.855.859 $+12.855.859 $
ELI LILLY & CoLLY17.617.229 $+17.615.670 $1.559 $-919 $2.478 $+2.478 $
Viking Holdings LtdVIK13.950.729 $-3.437.536 $17.388.265 $+2.479.268 $14.908.997 $+4.138.178 $10.770.819 $+10.770.819 $
FREEPORT-MCMORAN INCFCX15.327.152 $+15.321.857 $5.295 $-9.939.195 $9.944.490 $+9.943.960 $530 $+530 $
ADVANCED MICRO DEVICES INCAMD10.607.114 $-3.103.690 $13.710.804 $+13.705.975 $4.829 $+4.829 $
INTUITIVE SURGICAL INCISRG13.136.937 $+1.378.237 $11.758.700 $+11.758.700 $
AMERICAN EXPRESS COAXP12.792.519 $+1.417.020 $11.375.499 $+624.264 $10.751.235 $+1.947.101 $8.804.134 $+8.804.134 $
AMAZON COM INCAMZN12.663.478 $+1.228.931 $11.434.547 $-57.759 $11.492.306 $+1.800.462 $9.691.844 $+9.691.844 $
ALPHA PRO TECH LTDAPT12.411.924 $+3.274.032 $9.137.892 $+9.117.083 $20.809 $-484.249 $505.058 $+505.058 $
WYNN RESORTS LTDWYNN12.084.140 $+12.084.140 $
SCHWAB CHARLES CORPSCHW11.756.310 $+635.869 $11.120.441 $+674.921 $10.445.520 $+10.445.520 $
CATERPILLAR INCCAT11.027.175 $+11.017.155 $10.020 $+10.020 $
RTX CorpRTX98.119 $+89.585 $8.534 $-6.125.026 $6.133.560 $+6.133.560 $
MGM Resorts InternationalMGM5.402.957 $+5.402.957 $
FISERV INCFISV3.380.615 $+3.375.094 $5.521 $+5.521 $
AbbVie Inc.ABBV29.018 $-1.925.561 $1.954.579 $-377.169 $2.331.748 $+2.331.748 $
EXXON MOBIL CORPXOM1.325.442 $+88.785 $1.236.657 $+54.294 $1.182.363 $-217.218 $1.399.581 $+1.399.581 $
TUTOR PERINI CORPTPC483.750 $-471.765 $955.515 $+267.849 $687.666 $+344.857 $342.809 $+342.809 $
BERKSHIRE HATHAWAY INCBRK-B852.314 $+582 $851.732 $+28.693 $823.039 $-78.724 $901.763 $+901.763 $
MORGAN STANLEYMS777.039 $+496.016 $281.023 $+274.403 $6.620 $+1.137 $5.483 $+5.483 $
MICROSOFT CORPMSFT341.982 $+277.171 $64.811 $+28.436 $36.375 $+30.695 $5.680 $+5.680 $
MCCORMICK & CO INCMKC289.144 $+289.144 $
JOHNSON & JOHNSONJNJ267.586 $+153.182 $114.404 $+22.754 $91.650 $-143.179 $234.829 $+234.829 $
WELLS FARGO & COMPANY/MNWFC260.262 $+260.262 $
JPMORGAN CHASE & COJPM239.732 $+187.686 $52.046 $+12.908 $39.138 $+14.117 $25.021 $+25.021 $
CHEVRON CORPCVX83.978 $-1.587 $85.565 $+6.667 $78.898 $-126.869 $205.767 $+205.767 $
BlackRock, Inc.BLK201.661 $+112.796 $88.865 $+25.110 $63.755 $+5.975 $57.780 $+57.780 $
MCDONALDS CORPMCD186.740 $+83.721 $103.019 $+3.973 $99.046 $-6.847 $105.893 $+105.893 $
NVIDIA CORPNVDA156.675 $-12.379 $169.054 $+97.159 $71.895 $+38.293 $33.602 $+33.602 $
TEREX CORPTEX144.660 $-2.007 $146.667 $+11.873 $134.794 $+25.081 $109.713 $+109.713 $
ORACLE CORPORCL69.388 $-73.201 $142.589 $+34.586 $108.003 $+38.937 $69.066 $+69.066 $
Shell plcSHEL137.138 $-651 $137.789 $+6.383 $131.406 $-5.356 $136.762 $+136.762 $
RIO TINTO PLCRIO127.728 $+111.225 $16.503 $+1.920 $14.583 $-437 $15.020 $+15.020 $
LINCOLN NATIONAL CORPLNC120.142 $+11.332 $108.810 $+19.473 $89.337 $-4.173 $93.510 $+93.510 $
NEXTERA ENERGY INCNEE97.059 $+5.792 $91.267 $+7.338 $83.929 $-1.777 $85.706 $+85.706 $
PEPSICO INCPEP82.380 $+61.876 $20.504 $-7.885 $28.389 $-3.848 $32.237 $+32.237 $
Amcor plcAMCR11.167 $-154 $11.321 $-1.398 $12.719 $-62.155 $74.874 $+74.874 $
Walmart Inc.WMT70.188 $+48.752 $21.436 $+7.747 $13.689 $+1.398 $12.291 $+12.291 $
CONOCOPHILLIPSCOP61.783 $-646 $62.429 $+3.201 $59.228 $-10.085 $69.313 $+69.313 $
Eaton Corp plcETN52.873 $-9.253 $62.126 $+2.866 $59.260 $+14.136 $45.124 $+45.124 $
DYNEX CAPITAL INCDX52.986 $+6.505 $46.481 $+1.792 $44.689 $-3.290 $47.979 $+47.979 $
FIRST MERCHANTS CORPFRME46.466 $+46.466 $
LAM RESEARCH CORPLRCX39.371 $+8.574 $30.797 $+8.409 $22.388 $+13.664 $8.724 $+8.724 $
KROGER COKR38.238 $+38.238 $
Constellation Energy CorpCEG35.327 $+35.327 $
MCKESSON CORPMCK28.710 $+1.671 $27.039 $+1.392 $25.647 $+2.092 $23.555 $+23.555 $
FabrinetFN28.683 $+28.683 $
AECOMACM25.833 $+25.833 $
Mastercard IncMA25.119 $+91 $25.028 $+5.360 $19.668 $+484 $19.184 $+19.184 $
COLGATE PALMOLIVE COCL21.019 $-245 $21.264 $-2.915 $24.179 $-745 $24.924 $+24.924 $
PROCTER & GAMBLE CoPG21.640 $+5.046 $16.594 $-613 $17.207 $-1.198 $18.405 $+18.405 $
ASTRAZENECA PLCAZN21.512 $+3.560 $17.952 $+7.121 $10.831 $+10.831 $
LOCKHEED MARTIN CORPLMT18.863 $+5.884 $12.979 $+937 $12.042 $+428 $11.614 $+11.614 $
DEERE & CODE16.761 $+300 $16.461 $+3.240 $13.221 $+1.018 $12.203 $+12.203 $
ALLSTATE CORPALL16.652 $+16.652 $
Bank of New York Mellon CorpBK16.369 $+1.006 $15.363 $+2.516 $12.847 $+1.021 $11.826 $+11.826 $
SOUTHERN COSO13.603 $-1.181 $14.784 $+459 $14.325 $-19 $14.344 $+14.344 $
NOVARTIS AGNVS13.787 $+963 $12.824 $+723 $12.101 $+953 $11.148 $+11.148 $
GOLDMAN SACHS GROUP INCGS13.185 $+1.240 $11.945 $+11.945 $
GENERAL DYNAMICS CORPGD12.793 $-165 $12.958 $+1.875 $11.083 $+725 $10.358 $+10.358 $
SAP SESAP11.660 $-1.166 $12.826 $+12.826 $
CUMMINS INCCMI9.188 $-2.638 $11.826 $+5.931 $5.895 $+253 $5.642 $+5.642 $
ASML HOLDING NVASML11.768 $+1.119 $10.649 $+10.649 $
Phillips 66PSX11.097 $-601 $11.698 $+1.438 $10.260 $-359 $10.619 $+10.619 $
CITIGROUP INCC11.439 $+3.217 $8.222 $+8.222 $
UNITEDHEALTH GROUP INCUNH6.272 $-289 $6.561 $+634 $5.927 $-4.024 $9.951 $+9.951 $
FAIR ISAAC CORPFICO8.453 $+970 $7.483 $-1.657 $9.140 $-81 $9.221 $+9.221 $
UBS Group AGUBS9.216 $+1.057 $8.159 $+8.159 $
DOVER CorpDOV9.176 $+1.335 $7.841 $-771 $8.612 $+355 $8.257 $+8.257 $
Parker-Hannifin CorpPH8.790 $+4.241 $4.549 $+358 $4.191 $+544 $3.647 $+3.647 $
Veralto CorpVLTO7.883 $-539 $8.422 $+447 $7.975 $+7.975 $
SHERWIN WILLIAMS COSHW7.964 $+67 $7.897 $+7.897 $
EMERSON ELECTRIC COEMR7.565 $+88 $7.477 $+7.477 $
Sony Group CorpSONY6.630 $-827 $7.457 $+7.457 $
Organon & Co.OGN2.244 $-1.099 $3.343 $+313 $3.030 $-4.311 $7.341 $+7.341 $
Accenture plcACN4.293 $-1.132 $5.425 $-1.151 $6.576 $+6.576 $
Trane Technologies plcTT5.449 $-458 $5.907 $-217 $6.124 $+1.407 $4.717 $+4.717 $
VERIZON COMMUNICATIONS INCVZ6.033 $+6.033 $
BARCLAYS PLCBCS5.540 $+5.540 $
STARBUCKS CORPSBUX4.738 $-393 $5.131 $-362 $5.493 $+5.493 $
BOSTON SCIENTIFIC CORPBSX5.244 $-126 $5.370 $+5.370 $
COCA COLA COKO5.103 $+5.103 $
COMCAST CORPCMCSA4.872 $+4.872 $
TransDigm Group INCTDG4.562 $+412 $4.150 $+4.150 $
HALLIBURTON COHAL4.354 $+747 $3.607 $-883 $4.490 $+4.490 $
NUCOR CORPNUE4.241 $+720 $3.521 $+3.521 $
Synchrony FinancialSYF4.192 $+254 $3.938 $+815 $3.123 $+3.123 $
UNILEVER PLCUL4.150 $+4.150 $
Net Lease Office PropertiesNLOP4.142 $+4.142 $
ASSURED GUARANTY LTDAGO3.979 $-115 $4.094 $-47 $4.141 $+4.141 $
EQT CorpEQT4.024 $+337 $3.687 $+3.687 $
TARGET CORPTGT3.757 $+3.757 $
MURPHY OIL CORPMUR2.970 $-779 $3.749 $+3.749 $
GSK plcGSK3.678 $+441 $3.237 $+3.237 $
POWER INTEGRATIONS INCPOWI3.578 $+346 $3.232 $+3.232 $
SUNCOR ENERGY INCSU3.512 $+3.512 $
NatWest Group plcNWG3.481 $+3.481 $
AT&T INC.T3.453 $+3.453 $
Magnolia Oil & Gas CorpMGY3.035 $-375 $3.410 $+3.410 $
Otis Worldwide CorpOTIS2.883 $-134 $3.017 $-251 $3.268 $-138 $3.406 $+3.406 $
ROYAL BANK OF CANADARY3.388 $+3.388 $
INTEL CORPINTC3.020 $+3.020 $
ENTEGRIS INCENTG2.712 $+2.712 $
ALCON INCALC1.899 $+1.899 $
Kraft Heinz CoKHC1.116 $-82 $1.198 $+10 $1.188 $-212 $1.400 $+1.400 $
VanEck Merk Gold ETFOUNZ1.244 $+128 $1.116 $+159 $957 $+957 $
Bloom Energy CorpBE1.043 $+28 $1.015 $-181 $1.196 $+213 $983 $+983 $
TE Connectivity plcTEL1.138 $+40 $1.098 $+255 $843 $+136 $707 $+707 $
FLUOR CORPFLR430 $+430 $
MICRON TECHNOLOGY INCMU261 $+261 $
Walt Disney CoDIS114 $-1 $115 $-9 $124 $+25 $99 $+99 $
DELTA AIR LINES, INC.DAL71 $+13 $58 $+8 $50 $+6 $44 $+44 $
CARNIVAL CORPCCL61 $+3 $58 $+2 $56 $+17 $39 $+39 $
355.646.565 $+41.314.523 $342.049.726 $+30.588.820 $323.819.205 $+73.481.597 $262.231.989 $+262.231.989 $
Erweiterte Einstellungen ×