Investments: Sterneck 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. ($)
172.374.502 $+4.730.945 $167.722.017 $+16.215.575 $151.499.959 $+8.354.337 $144.201.339 $+144.201.339 $
BANK OF AMERICA CORP /DE/BAC97.961.970 $-1.417.675 $99.379.645 $+9.060.910 $90.318.735 $+6.618.970 $83.699.765 $+83.699.765 $
APPFOLIO INCAPPF23.247.382 $+1.314.274 $21.933.108 $+3.904.622 $18.028.486 $-1.587.534 $19.616.020 $+19.616.020 $
ALPHA PRO TECH LTDAPT11.298.386 $+1.911.545 $9.386.841 $+2.457.545 $6.929.296 $+760.198 $6.169.098 $+6.169.098 $
AMAZON COM INCAMZN4.993.329 $-268.007 $5.261.336 $-120.739 $5.382.075 $+676.945 $4.705.130 $+4.705.130 $
GOLDMAN SACHS GROUP INCGS4.965.757 $+217.461 $4.748.296 $+87.936 $4.660.360 $-330.439 $4.990.799 $+4.990.799 $
BERKSHIRE HATHAWAY INCBRK-B4.431.504 $-329 $4.431.833 $+149.480 $4.282.353 $-449.828 $4.732.181 $+4.732.181 $
MICROSOFT CORPMSFT4.284.873 $-239.420 $4.524.293 $+179.417 $4.344.876 $+1.054.207 $3.290.669 $+3.290.669 $
HOLLENCREST CAPITAL MANAGEMENT3.551.340 $+3.551.340 $
Walt Disney CoDIS1.909.598 $-546.971 $2.456.569 $-460.777 $2.917.346 $+230.822 $2.686.524 $+2.686.524 $
AUTOZONE INCAZO1.960.287 $-613.857 $2.574.144 $+346.806 $2.227.338 $-60.330 $2.287.668 $+2.287.668 $
UNITED PARCEL SERVICE INCUPS505.869 $-564.122 $1.069.991 $-414.870 $1.484.861 $-176.904 $1.661.765 $+1.661.765 $
JPMORGAN CHASE & COJPM1.646.496 $+34.821 $1.611.675 $+122.388 $1.489.287 $+199.109 $1.290.178 $+1.290.178 $
PALATIN TECHNOLOGIES INCPTNT1.224.342 $-44.389 $1.268.731 $+217.431 $1.051.300 $+292.038 $759.262 $+759.262 $
CHEVRON CORPCVX869.974 $-16.439 $886.413 $+18.236 $868.177 $-137.757 $1.005.934 $+1.005.934 $
PFIZER INCPFE813.110 $-36.368 $849.478 $+58.527 $790.951 $-35.893 $826.844 $+826.844 $
BOEING COBA808.772 $+71.065 $737.707 $+580 $737.127 $+207.910 $529.217 $+529.217 $
NVIDIA CORPNVDA737.235 $+18.342 $718.893 $+113.001 $605.892 $+204.344 $401.548 $+401.548 $
FEDEX CORPFDX574.543 $+105.517 $469.026 $-96.749 $565.775 $-10.765 $576.540 $+576.540 $
ENBRIDGE INCENB365.278 $-20.085 $385.363 $-174.656 $560.019 $-13.928 $573.947 $+573.947 $
Organon & Co.OGN419.337 $-154.083 $573.420 $+117.569 $455.851 $+455.851 $
Kraft Heinz CoKHC568.032 $+317.866 $250.166 $+250.166 $
SPS COMMERCE INCSPSC535.019 $+55.134 $479.885 $+68.364 $411.521 $+22.532 $388.989 $+388.989 $
VERIZON COMMUNICATIONS INCVZ476.384 $+149.830 $326.554 $-15.500 $342.054 $-16.521 $358.575 $+358.575 $
AMERICAN EXPRESS COAXP465.027 $+47.502 $417.525 $+16.567 $400.958 $+62.762 $338.196 $+338.196 $
Parker-Hannifin CorpPH451.785 $+62.096 $389.689 $+39.057 $350.632 $+45.491 $305.141 $+305.141 $
MCDONALDS CORPMCD422.075 $+422.075 $
Trane Technologies plcTT346.777 $-29.189 $375.966 $-35.637 $411.603 $+59.522 $352.081 $+352.081 $
Zoetis Inc.ZTS279.824 $-45.592 $325.416 $-21.417 $346.833 $-19.349 $366.182 $+366.182 $
CENTENE CORPCNC254.801 $+33.870 $220.931 $-115.171 $336.102 $+336.102 $
GEO GROUP INCGEO310.100 $-20.324 $330.424 $+330.424 $
Walmart Inc.WMT328.325 $+24.607 $303.718 $+15.560 $288.158 $+11.444 $276.714 $+276.714 $
ELI LILLY & CoLLY323.479 $+91.527 $231.952 $-5.025 $236.977 $-14.100 $251.077 $+251.077 $
Otis Worldwide CorpOTIS307.472 $+25.136 $282.336 $+282.336 $
PEPSICO INCPEP307.420 $+76.818 $230.602 $+13.792 $216.810 $-29.391 $246.201 $+246.201 $
EPR PROPERTIESEPR300.298 $+300.298 $
ROPER TECHNOLOGIES INCROP216.930 $-29.645 $246.575 $-9.892 $256.467 $+256.467 $
DOVER CorpDOV225.502 $+13.871 $211.631 $+8.721 $202.910 $+202.910 $
HP INCHPQ202.482 $-15.632 $218.114 $+218.114 $
UNITEDHEALTH GROUP INCUNH206.881 $+206.881 $
INTEL CORPINTC203.098 $+203.098 $
BlackRock, Inc.BLK201.103 $+201.103 $
172.374.502 $+4.730.945 $167.722.017 $+16.215.575 $151.499.959 $+8.354.337 $144.201.339 $+144.201.339 $
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