Investments: Formidable Asset 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. ($)
631.176.952 $+51.099.125 $582.969.657 $+38.420.812 $546.786.827 $+451.626 $547.040.415 $+547.040.415 $
BANK OF AMERICA CORP /DE/BAC303.361.290 $+21.056.231 $282.305.059 $+23.021.363 $259.283.696 $+44.811 $259.238.885 $+259.238.885 $
PROCTER & GAMBLE CoPG43.718.862 $-2.324.735 $46.043.597 $-3.952.166 $49.995.763 $+0 $49.995.763 $+49.995.763 $
APPFOLIO INCAPPF49.930.740 $+8.274.751 $41.655.989 $-5.064.736 $46.720.725 $-23.212 $46.743.937 $+46.743.937 $
NVIDIA CORPNVDA26.741.776 $+3.716.565 $23.025.211 $+6.962.392 $16.062.819 $+361.602 $15.701.217 $+15.701.217 $
MICROSOFT CORPMSFT24.743.642 $+867.412 $23.876.230 $+5.605.684 $18.270.546 $+348.939 $17.921.607 $+17.921.607 $
ALPHA PRO TECH LTDAPT16.837.497 $+4.203.307 $12.634.190 $+2.342.226 $10.291.964 $+113.661 $10.178.303 $+10.178.303 $
ELI LILLY & CoLLY9.177.863 $+590.450 $8.587.413 $+750.555 $7.836.858 $+0 $7.836.858 $+7.836.858 $
AMAZON COM INCAMZN8.630.858 $+737.206 $7.893.652 $+1.209.818 $6.683.834 $-1.141 $6.684.975 $+6.684.975 $
JPMORGAN CHASE & COJPM8.470.448 $+523.462 $7.946.986 $+1.101.960 $6.845.026 $-16.558 $6.861.584 $+6.861.584 $
EXXON MOBIL CORPXOM5.830.753 $-94.317 $5.925.070 $-846.193 $6.771.263 $+0 $6.771.263 $+6.771.263 $
BERKSHIRE HATHAWAY INCBRK-B5.936.444 $-46.444 $5.982.888 $-626.534 $6.609.422 $+0 $6.609.422 $+6.609.422 $
NEXTERA ENERGY INCNEE5.986.391 $+557.203 $5.429.188 $+235.035 $5.194.153 $-9.747 $5.203.900 $+5.203.900 $
JOHNSON & JOHNSONJNJ5.264.243 $+839.446 $4.424.797 $-336.017 $4.760.814 $-106.699 $4.867.513 $+4.867.513 $
MORGAN STANLEYMS4.427.488 $+1.699.176 $2.728.312 $+352.614 $2.375.698 $+0 $2.375.698 $+2.375.698 $
CHEVRON CORPCVX4.046.493 $+272.349 $3.774.144 $-512.226 $4.286.370 $-10.455 $4.296.825 $+4.296.825 $
ADVANCED MICRO DEVICES INCAMD4.277.728 $+1.363.386 $2.914.342 $+1.116.803 $1.797.539 $+0 $1.797.539 $+1.797.539 $
ORACLE CORPORCL3.830.526 $+614.197 $3.216.329 $+1.194.826 $2.021.503 $+0 $2.021.503 $+2.021.503 $
PEPSICO INCPEP3.657.737 $+475.272 $3.182.465 $-288.378 $3.470.843 $+0 $3.470.843 $+3.470.843 $
MCDONALDS CORPMCD3.420.170 $+454.298 $2.965.872 $-160.475 $3.126.347 $-10.933 $3.137.280 $+3.137.280 $
Walmart Inc.WMT3.240.821 $+118.137 $3.122.684 $+342.039 $2.780.645 $-17.778 $2.798.423 $+2.798.423 $
ASML HOLDING NVASML2.803.814 $+1.765.107 $1.038.707 $+242.853 $795.854 $+0 $795.854 $+795.854 $
UNITEDHEALTH GROUP INCUNH1.461.328 $-400.143 $1.861.471 $-839.284 $2.700.755 $-10.476 $2.711.231 $+2.711.231 $
VERIZON COMMUNICATIONS INCVZ2.683.254 $+309.890 $2.373.364 $+39.847 $2.333.517 $-12.928 $2.346.445 $+2.346.445 $
Accenture plcACN1.748.147 $-414.023 $2.162.170 $-282.039 $2.444.209 $+0 $2.444.209 $+2.444.209 $
AMGEN INCAMGN1.506.660 $-257.142 $1.763.802 $-661.320 $2.425.122 $+0 $2.425.122 $+2.425.122 $
AbbVie Inc.ABBV2.367.138 $+437.738 $1.929.400 $-289.377 $2.218.777 $+0 $2.218.777 $+2.218.777 $
GENERAL DYNAMICS CORPGD2.108.616 $-173.286 $2.281.902 $+135.077 $2.146.825 $+0 $2.146.825 $+2.146.825 $
Royalty Pharma plcRPRX2.072.411 $+787.283 $1.285.128 $+57.939 $1.227.189 $+79.263 $1.147.926 $+1.147.926 $
GENERAL ELECTRIC COGE1.923.034 $-138.301 $2.061.335 $+426.998 $1.634.337 $+0 $1.634.337 $+1.634.337 $
Mastercard IncMA1.951.051 $-78.058 $2.029.109 $+5.590 $2.023.519 $+0 $2.023.519 $+2.023.519 $
DEERE & CODE1.773.940 $-222.761 $1.996.701 $+144.302 $1.852.399 $+0 $1.852.399 $+1.852.399 $
Booking Holdings Inc.BKNG1.781.759 $-128.690 $1.910.449 $+408.596 $1.501.853 $+0 $1.501.853 $+1.501.853 $
WILLIAMS SONOMA INCWSM1.302.908 $-326.740 $1.629.648 $-180.154 $1.809.802 $+0 $1.809.802 $+1.809.802 $
NETFLIX INCNFLX1.598.160 $-182.883 $1.781.043 $+520.262 $1.260.781 $+0 $1.260.781 $+1.260.781 $
STARBUCKS CORPSBUX1.035.540 $-384.861 $1.420.401 $-309.438 $1.729.839 $+0 $1.729.839 $+1.729.839 $
BARCLAYS PLCBCS1.667.218 $+1.667.218 $
Eaton Corp plcETN1.608.940 $+84.555 $1.524.385 $+418.008 $1.106.377 $+0 $1.106.377 $+1.106.377 $
GOLDMAN SACHS GROUP INCGS1.502.278 $+237.595 $1.264.683 $+474.455 $790.228 $+0 $790.228 $+790.228 $
iShares Bitcoin Trust ETFIBIT1.494.545 $+37.135 $1.457.410 $+303.169 $1.154.241 $+0 $1.154.241 $+1.154.241 $
PALATIN TECHNOLOGIES INCPTNT1.490.919 $+349.512 $1.141.407 $+525.709 $615.698 $+0 $615.698 $+615.698 $
IREN LtdIREN1.479.984 $+1.110.634 $369.350 $+369.350 $
Lithium Argentina AGLAR1.438.111 $+497.672 $940.439 $+171.927 $768.512 $-10.925 $779.437 $+779.437 $
Duke Energy CORPDUK1.249.654 $-61.774 $1.311.428 $-109.552 $1.420.980 $+0 $1.420.980 $+1.420.980 $
Talen Energy CorpTLN1.396.224 $+458.782 $937.442 $+350.412 $587.030 $+0 $587.030 $+587.030 $
PFIZER INCPFE1.183.410 $-47.351 $1.230.761 $-164.587 $1.395.348 $+0 $1.395.348 $+1.395.348 $
Vertiv Holdings CoVRT1.350.213 $+158.051 $1.192.162 $+1.192.162 $
NICOLET BANKSHARES INCNIC1.201.765 $-134.133 $1.335.898 $+101.801 $1.234.097 $+0 $1.234.097 $+1.234.097 $
Merchants BancorpMBIN1.093.920 $-43.688 $1.137.608 $-135.192 $1.272.800 $+0 $1.272.800 $+1.272.800 $
MICRON TECHNOLOGY INCMU1.189.980 $+299.252 $890.728 $+365.739 $524.989 $+0 $524.989 $+524.989 $
WILLIS TOWERS WATSON PLCWTW632.834 $-336.905 $969.739 $-196.834 $1.166.573 $+0 $1.166.573 $+1.166.573 $
RTX CorpRTX1.040.480 $-105.027 $1.145.507 $+107.872 $1.037.635 $+0 $1.037.635 $+1.037.635 $
INTEL CORPINTC791.885 $-135.747 $927.632 $-195.221 $1.122.853 $+0 $1.122.853 $+1.122.853 $
BlackRock, Inc.BLK1.122.392 $+44.035 $1.078.357 $+325.572 $752.785 $+0 $752.785 $+752.785 $
Palo Alto Networks IncPANW1.093.847 $-5.479 $1.099.326 $+234.522 $864.804 $+0 $864.804 $+864.804 $
COCA COLA COKO893.606 $-91.231 $984.837 $-67.248 $1.052.085 $+0 $1.052.085 $+1.052.085 $
TARGET CORPTGT791.137 $-208.893 $1.000.030 $-11.797 $1.011.827 $+0 $1.011.827 $+1.011.827 $
BOEING COBA510.028 $-494.480 $1.004.508 $+158.051 $846.457 $+0 $846.457 $+846.457 $
Public StoragePSA769.774 $-176.134 $945.908 $-56.446 $1.002.354 $+20.982 $981.372 $+981.372 $
Zoetis Inc.ZTS989.783 $+601.029 $388.754 $+72.416 $316.338 $+0 $316.338 $+316.338 $
SYSCO CORPSYY988.025 $+64.540 $923.485 $+8.651 $914.834 $+0 $914.834 $+914.834 $
GSK plcGSK972.677 $+579.824 $392.853 $+30.691 $362.162 $+0 $362.162 $+362.162 $
Bank of New York Mellon CorpBK955.579 $+687.716 $267.863 $+21.285 $246.578 $+0 $246.578 $+246.578 $
ALLSTATE CORPALL915.281 $+47.678 $867.603 $-64.674 $932.277 $+0 $932.277 $+932.277 $
EMERSON ELECTRIC COEMR736.954 $-117.886 $854.840 $-76.092 $930.932 $+0 $930.932 $+930.932 $
SPS COMMERCE INCSPSC924.577 $+131.714 $792.863 $-132.643 $925.506 $+0 $925.506 $+925.506 $
CORCEPT THERAPEUTICS INCCORT216.839 $-503.392 $720.231 $+84.147 $636.084 $-255.632 $891.716 $+891.716 $
UNITED THERAPEUTICS CorpUTHR516.485 $-347.088 $863.573 $+271.632 $591.941 $-13.193 $605.134 $+605.134 $
FACTSET RESEARCH SYSTEMS INCFDS732.417 $-103.881 $836.298 $+0 $836.298 $+836.298 $
FASTENAL COFAST678.919 $-150.740 $829.659 $+119.103 $710.556 $-85.030 $795.586 $+795.586 $
KROGER COKR750.849 $-68.115 $818.964 $+32.789 $786.175 $+0 $786.175 $+786.175 $
PAN AMERICAN SILVER CORPPAAS818.909 $+358.913 $459.996 $+459.996 $
AGNICO EAGLE MINES LTDAEM815.642 $+16.444 $799.198 $+799.198 $
FIRST TRUST ADVISORS LP806.987 $+84.115 $722.872 $+71.713 $651.159 $+0 $651.159 $+651.159 $
Synchrony FinancialSYF790.218 $+790.218 $
Nomad Foods LtdNOMD567.341 $-65.161 $632.502 $+32.840 $599.662 $-160.734 $760.396 $+760.396 $
SYNOPSYS INCSNPS750.143 $+277.969 $472.174 $-172.265 $644.439 $+89.078 $555.361 $+555.361 $
UNITED PARCEL SERVICE INCUPS334.882 $-51.155 $386.037 $-357.838 $743.875 $+0 $743.875 $+743.875 $
CAMECO CORPCCJ360.684 $-379.597 $740.281 $+199.974 $540.307 $+540.307 $
AMDOCS LTDDOX609.380 $-11.656 $621.036 $-69.468 $690.504 $-49.548 $740.052 $+740.052 $
Monster Beverage CorpMNST714.181 $+87.188 $626.993 $+43.501 $583.492 $+57.397 $526.095 $+526.095 $
FIFTH THIRD BANCORPFITB657.870 $+11.759 $646.111 $-67.682 $713.793 $+0 $713.793 $+713.793 $
COMCAST CORPCMCSA535.571 $-171.612 $707.183 $+0 $707.183 $+707.183 $
Archer-Daniels-Midland CoADM705.214 $+705.214 $
3M COMMM647.404 $-3.787 $651.191 $-51.800 $702.991 $+0 $702.991 $+702.991 $
GRACO INCGGG596.660 $-21.764 $618.424 $-7.352 $625.776 $-73.717 $699.493 $+699.493 $
Genpact LTDG689.584 $+34.718 $654.866 $+654.866 $
Walt Disney CoDIS580.503 $-107.073 $687.576 $+36.894 $650.682 $-5.922 $656.604 $+656.604 $
HERSHEY COHSY686.016 $+57.634 $628.382 $-51.549 $679.931 $+0 $679.931 $+679.931 $
ROYAL GOLD INCRGLD671.538 $+215.419 $456.119 $+456.119 $
SUNCOR ENERGY INCSU661.964 $+155.053 $506.911 $+14.367 $492.544 $+0 $492.544 $+492.544 $
SOUTHERN COSO561.417 $+7.774 $553.643 $-92.582 $646.225 $+0 $646.225 $+646.225 $
BECTON DICKINSON & COBDX505.215 $+25.631 $479.584 $-158.860 $638.444 $+0 $638.444 $+638.444 $
BIO-TECHNE CorpTECH343.894 $-154.698 $498.592 $-114.608 $613.200 $+0 $613.200 $+613.200 $
CATERPILLAR INCCAT611.825 $+106.301 $505.524 $+66.188 $439.336 $+0 $439.336 $+439.336 $
LOCKHEED MARTIN CORPLMT601.548 $+2.245 $599.303 $+85.140 $514.163 $+0 $514.163 $+514.163 $
MPLX LPMPLX378.621 $-153.992 $532.613 $-64.296 $596.909 $+0 $596.909 $+596.909 $
AT&T INC.T545.574 $-43.614 $589.188 $+10.811 $578.377 $+0 $578.377 $+578.377 $
ARES CAPITAL CORPARCC493.808 $-67.653 $561.461 $-15.816 $577.277 $+0 $577.277 $+577.277 $
LINDE PLCLIN573.347 $+5.148 $568.199 $+3.821 $564.378 $+0 $564.378 $+564.378 $
CINTAS CORPCTAS507.197 $-43.515 $550.712 $-16.551 $567.263 $+0 $567.263 $+567.263 $
Aptiv PLCAPTV439.876 $-88.739 $528.615 $+110.358 $418.257 $+555 $417.702 $+417.702 $
FISERV INCFISV511.336 $+511.336 $
ZEBRA TECHNOLOGIES CORPZBRA490.908 $+490.908 $
EPR PROPERTIESEPR393.711 $-91.717 $485.428 $-2.092 $487.520 $+20.448 $467.072 $+467.072 $
GENTEX CORPGNTX398.545 $-86.149 $484.694 $+108.071 $376.623 $-49.930 $426.553 $+426.553 $
KINROSS GOLD CORPKGC481.951 $+70.903 $411.048 $+411.048 $
AMERICAN EXPRESS COAXP373.016 $-108.325 $481.341 $+160.633 $320.708 $+0 $320.708 $+320.708 $
PETMED EXPRESS INCPETS233.581 $-95.102 $328.683 $-151.914 $480.597 $+0 $480.597 $+480.597 $
ENBRIDGE INCENB346.610 $-129.794 $476.404 $-1.967 $478.371 $+0 $478.371 $+478.371 $
GENUINE PARTS COGPC205.441 $-193.579 $399.020 $-43.020 $442.040 $+0 $442.040 $+442.040 $
GROUP ONE TRADING LLC424.697 $+224.416 $200.281 $+200.281 $
MERCADOLIBRE INCMELI373.910 $-44.271 $418.181 $+106.042 $312.139 $+0 $312.139 $+312.139 $
Strategy IncMSTR405.235 $+122.923 $282.312 $+54.867 $227.445 $+0 $227.445 $+227.445 $
NATIONAL GRID PLCNGG334.150 $-67.648 $401.798 $+47.518 $354.280 $+0 $354.280 $+354.280 $
GLOBAL PAYMENTS INCGPN396.752 $+396.752 $
NOVARTIS AGNVS327.012 $-8.791 $335.803 $-59.951 $395.754 $+0 $395.754 $+395.754 $
PEARSON PLCPSO303.025 $-21.112 $324.137 $-17.626 $341.763 $-45.631 $387.394 $+387.394 $
CSX CORPCSX383.823 $+31.182 $352.641 $+34.630 $318.011 $+0 $318.011 $+318.011 $
DELTA AIR LINES, INC.DAL373.480 $+35.097 $338.383 $+38.421 $299.962 $+0 $299.962 $+299.962 $
CONOCOPHILLIPSCOP319.648 $+12.098 $307.550 $-52.224 $359.774 $+0 $359.774 $+359.774 $
Trane Technologies plcTT324.653 $-24.405 $349.058 $+80.317 $268.741 $+0 $268.741 $+268.741 $
HOLOGIC INCHOLX346.426 $+11.960 $334.466 $-2.242 $336.708 $+336.708 $
LAM RESEARCH CORPLRCX309.309 $+84.454 $224.855 $+224.855 $
STIFEL FINANCIAL CORPSF306.369 $+26.163 $280.206 $+25.704 $254.502 $+0 $254.502 $+254.502 $
CVS HEALTH CorpCVS208.045 $-5.469 $213.514 $-92.569 $306.083 $+0 $306.083 $+306.083 $
EVERSOURCE ENERGYES302.487 $+31.975 $270.512 $+6.420 $264.092 $+0 $264.092 $+264.092 $
Medtronic plcMDT289.117 $+23.191 $265.926 $-29.683 $295.609 $+0 $295.609 $+295.609 $
AFLAC INCAFL292.681 $+16.034 $276.647 $-15.476 $292.123 $+0 $292.123 $+292.123 $
NUCOR CORPNUE217.094 $-55.329 $272.423 $+272.423 $
Grayscale Bitcoin Mini Trust ETFBTC269.402 $+20.577 $248.825 $+248.825 $
AeroVironment IncAVAV251.912 $+23.952 $227.960 $+227.960 $
CAMDEN PROPERTY TRUSTCPT213.453 $-11.814 $225.267 $-19.211 $244.478 $+0 $244.478 $+244.478 $
CONSOLIDATED EDISON INCED241.860 $+0 $241.860 $+241.860 $
CRISPR Therapeutics AGCRSP236.427 $+236.427 $
TE Connectivity plcTEL226.774 $+226.774 $
PAYCHEX INCPAYX211.790 $-12.842 $224.632 $+0 $224.632 $+224.632 $
BP PLCBP214.549 $+0 $214.549 $+214.549 $
EQT CorpEQT214.034 $+1.917 $212.117 $+0 $212.117 $+212.117 $
BOSTON SCIENTIFIC CORPBSX206.300 $+0 $206.300 $+206.300 $
AXT INCAXTI190.713 $+92.640 $98.073 $+29.159 $68.914 $+0 $68.914 $+68.914 $
FORD MOTOR COF113.229 $+0 $113.229 $+113.229 $
McEwen Inc.MUX107.029 $+0 $107.029 $+107.029 $
NOKIA CORPNOK57.422 $+0 $57.422 $+57.422 $
631.176.952 $+51.099.125 $582.969.657 $+38.420.812 $546.786.827 $+451.626 $547.040.415 $+547.040.415 $
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