Investments: Nelson 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. ($)
812.281.581 $+16.595.832 $798.097.447 $+83.780.611 $718.016.288 $+179.202.142 $543.920.989 $+543.920.989 $
NVIDIA CORPNVDA298.484.144 $+88.765 $298.395.379 $+42.793.914 $255.601.465 $+144.017.842 $111.583.623 $+111.583.623 $
BANK OF AMERICA CORP /DE/BAC251.447.028 $+6.247.219 $245.199.809 $+14.108.691 $231.091.118 $+21.682.956 $209.408.162 $+209.408.162 $
BlackRock, Inc.BLK44.605.550 $+4.873.045 $39.732.505 $+3.129.466 $36.603.039 $-1.876.858 $38.479.897 $+38.479.897 $
MICROSOFT CORPMSFT33.189.164 $-3.111.063 $36.300.227 $+653.129 $35.647.098 $+8.824.573 $26.822.525 $+26.822.525 $
ALPHA PRO TECH LTDAPT26.706.558 $+5.341.211 $21.365.347 $+5.443.658 $15.921.689 $+2.027.379 $13.894.310 $+13.894.310 $
APPFOLIO INCAPPF26.082.376 $+1.483.216 $24.599.160 $+4.306.724 $20.292.436 $-1.816.490 $22.108.926 $+22.108.926 $
JPMORGAN CHASE & COJPM14.022.978 $+146.932 $13.876.046 $+1.772.916 $12.103.130 $+1.840.296 $10.262.834 $+10.262.834 $
AMAZON COM INCAMZN13.799.113 $+323.662 $13.475.451 $-175.873 $13.651.324 $+1.936.254 $11.715.070 $+11.715.070 $
AGNICO EAGLE MINES LTDAEM9.581.667 $-73.113 $9.654.780 $+2.834.620 $6.820.160 $+652.064 $6.168.096 $+6.168.096 $
PROCTER & GAMBLE CoPG6.851.540 $-627.101 $7.478.641 $-401.203 $7.879.844 $-493.951 $8.373.795 $+8.373.795 $
Booking Holdings Inc.BKNG5.885.508 $-194.071 $6.079.579 $-560.680 $6.640.259 $+1.485.126 $5.155.133 $+5.155.133 $
STRYKER CORPSYK5.633.832 $-399.296 $6.033.128 $-242.865 $6.275.993 $+1.884.837 $4.391.156 $+4.391.156 $
EXXON MOBIL CORPXOM5.930.922 $+379.934 $5.550.988 $+237.558 $5.313.430 $-478.426 $5.791.856 $+5.791.856 $
ROPER TECHNOLOGIES INCROP4.268.460 $-525.070 $4.793.530 $-687.384 $5.480.914 $-167.996 $5.648.910 $+5.648.910 $
AbbVie Inc.ABBV5.253.443 $-167.604 $5.421.047 $+979.717 $4.441.330 $-596.788 $5.038.118 $+5.038.118 $
ELI LILLY & CoLLY4.997.262 $+1.413.451 $3.583.811 $+689.416 $2.894.395 $-133.392 $3.027.787 $+3.027.787 $
CHEVRON CORPCVX4.344.448 $-182.877 $4.527.325 $+263.699 $4.263.626 $-698.698 $4.962.324 $+4.962.324 $
UNITEDHEALTH GROUP INCUNH4.777.124 $+4.777.124 $
AMGEN INCAMGN4.754.506 $+545.493 $4.209.013 $+19.466 $4.189.547 $-397.404 $4.586.951 $+4.586.951 $
LINDE PLCLIN3.773.126 $-446.299 $4.219.425 $+77.973 $4.141.452 $+68.498 $4.072.954 $+4.072.954 $
Walt Disney CoDIS4.189.865 $+140.916 $4.048.949 $-149.782 $4.198.731 $+1.128.272 $3.070.459 $+3.070.459 $
INTUITIVE SURGICAL INCISRG4.031.351 $+944.122 $3.087.229 $+3.087.229 $
SCHWAB CHARLES CORPSCHW3.833.459 $+109.258 $3.724.201 $+199.406 $3.524.795 $+521.025 $3.003.770 $+3.003.770 $
TE Connectivity plcTEL3.585.103 $+168.118 $3.416.985 $+808.672 $2.608.313 $+431.843 $2.176.470 $+2.176.470 $
Medtronic plcMDT3.482.479 $-79.327 $3.561.806 $+3.561.806 $
EMERSON ELECTRIC COEMR3.352.906 $+1.519 $3.351.387 $-35.329 $3.386.716 $+646.593 $2.740.123 $+2.740.123 $
BERKSHIRE HATHAWAY INCBRK-B3.199.369 $+34.117 $3.165.252 $+192.338 $2.972.914 $-152.266 $3.125.180 $+3.125.180 $
SPS COMMERCE INCSPSC3.034.942 $+312.752 $2.722.190 $+387.801 $2.334.389 $+127.812 $2.206.577 $+2.206.577 $
ORACLE CORPORCL2.004.845 $-934.957 $2.939.802 $+864.128 $2.075.674 $+776.279 $1.299.395 $+1.299.395 $
VERIZON COMMUNICATIONS INCVZ271.140 $-2.431.149 $2.702.289 $+24.285 $2.678.004 $-73.422 $2.751.426 $+2.751.426 $
COMCAST CORPCMCSA2.202.260 $-411.569 $2.613.829 $-63.931 $2.677.760 $+2.677.760 $
Shell plcSHEL2.591.659 $+85.444 $2.506.215 $+22.625 $2.483.590 $-111.933 $2.595.523 $+2.595.523 $
COCA COLA COKO2.588.908 $+187.144 $2.401.764 $-130.218 $2.531.982 $+18.641 $2.513.341 $+2.513.341 $
BOSTON SCIENTIFIC CORPBSX2.480.626 $-50.335 $2.530.961 $+2.530.961 $
NETFLIX INCNFLX2.441.698 $+2.441.698 $
PFIZER INCPFE216.973 $-2.103.437 $2.320.410 $+2.320.410 $
JOHNSON & JOHNSONJNJ1.066.944 $+80.138 $986.806 $+174.023 $812.783 $-14.427 $827.210 $+827.210 $
NUCOR CORPNUE592.416 $+168.249 $424.167 $+18.447 $405.720 $+28.815 $376.905 $+376.905 $
Walmart Inc.WMT567.412 $+42.527 $524.885 $+26.891 $497.994 $+50.879 $447.115 $+447.115 $
LAM RESEARCH CORPLRCX493.855 $-40.406 $534.261 $+97.204 $437.057 $+110.634 $326.423 $+326.423 $
Palo Alto Networks IncPANW428.818 $-100.187 $529.005 $+253.968 $275.037 $+49.109 $225.928 $+225.928 $
ENVIRI CorpNVRI516.544 $+150.754 $365.790 $+115.589 $250.201 $+58.514 $191.687 $+191.687 $
GOLDMAN SACHS GROUP INCGS384.123 $+36.118 $348.005 $-102.832 $450.837 $+75.535 $375.302 $+375.302 $
MCDONALDS CORPMCD367.368 $+17.894 $349.474 $+92.364 $257.110 $-17.776 $274.886 $+274.886 $
Parker-Hannifin CorpPH338.400 $+46.512 $291.888 $+22.977 $268.911 $+34.888 $234.023 $+234.023 $
PEPSICO INCPEP329.719 $+329.719 $
CATERPILLAR INCCAT308.205 $+69.152 $239.053 $+239.053 $
CSX CORPCSX209.438 $+209.438 $
812.281.581 $+16.595.832 $798.097.447 $+83.780.611 $718.016.288 $+179.202.142 $543.920.989 $+543.920.989 $
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