Investments: Capstone Financial Advisors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
963.506.932 $+2.869.054 $960.651.816 $+67.134.617 $893.304.142 $+80.180.004 $813.419.337 $+813.419.337 $
BANK OF AMERICA CORP /DE/BAC759.157.513 $+4.744.698 $754.412.815 $+44.928.930 $709.483.885 $+78.341.279 $631.142.606 $+631.142.606 $
MCDONALDS CORPMCD60.898.898 $-381.783 $61.280.681 $+722.507 $60.558.174 $-7.223.025 $67.781.199 $+67.781.199 $
APPFOLIO INCAPPF39.413.868 $+1.126.944 $38.286.924 $+8.168.524 $30.118.400 $-3.036.245 $33.154.645 $+33.154.645 $
JPMORGAN CHASE & COJPM17.820.539 $+274.099 $17.546.440 $+1.540.876 $16.005.564 $+2.519.918 $13.485.646 $+13.485.646 $
NVIDIA CORPNVDA13.799.118 $-619.763 $14.418.881 $+6.258.804 $8.160.077 $+3.075.373 $5.084.704 $+5.084.704 $
BlackRock, Inc.BLK9.168.213 $-96.924 $9.265.137 $+499.834 $8.765.303 $+664.958 $8.100.345 $+8.100.345 $
AMAZON COM INCAMZN9.085.501 $+297.465 $8.788.036 $+1.272.427 $7.515.609 $+1.066.585 $6.449.024 $+6.449.024 $
BERKSHIRE HATHAWAY INCBRK-B7.364.069 $-789.586 $8.153.655 $+420.979 $7.732.676 $-794.231 $8.526.907 $+8.526.907 $
MICROSOFT CORPMSFT7.612.019 $-501.289 $8.113.308 $+1.323.948 $6.789.360 $+1.489.790 $5.299.570 $+5.299.570 $
Strategy IncMSTR2.465.237 $-2.915.026 $5.380.263 $-1.400.696 $6.780.959 $+1.859.325 $4.921.634 $+4.921.634 $
ALPHA PRO TECH LTDAPT4.324.361 $+586.867 $3.737.494 $+2.557.188 $1.180.306 $+134.446 $1.045.860 $+1.045.860 $
Walmart Inc.WMT2.591.729 $-662.698 $3.254.427 $+109.737 $3.144.690 $+286.881 $2.857.809 $+2.857.809 $
Eaton Corp plcETN1.735.243 $-291.695 $2.026.938 $+97.764 $1.929.174 $+460.204 $1.468.970 $+1.468.970 $
Accenture plcACN1.445.601 $+739.338 $706.263 $-958.555 $1.664.818 $-95.088 $1.759.906 $+1.759.906 $
CATERPILLAR INCCAT1.625.225 $+288.553 $1.336.672 $+263.742 $1.072.930 $+129.743 $943.187 $+943.187 $
EXXON MOBIL CORPXOM1.606.560 $+101.269 $1.505.291 $+91.584 $1.413.707 $-208.531 $1.622.238 $+1.622.238 $
UNILEVER PLCUL1.546.056 $-30.583 $1.576.639 $-36.818 $1.613.457 $+60.157 $1.553.300 $+1.553.300 $
JOHNSON & JOHNSONJNJ1.009.428 $+107.368 $902.060 $+264.176 $637.884 $-833.858 $1.471.742 $+1.471.742 $
DARDEN RESTAURANTS INCDRI1.026.630 $-234.764 $1.261.394 $-182.472 $1.443.866 $+68.060 $1.375.806 $+1.375.806 $
COCA COLA COKO1.194.026 $+80.607 $1.113.419 $-61.472 $1.174.891 $-36.819 $1.211.710 $+1.211.710 $
Constellation Energy CorpCEG413.652 $+93.009 $320.643 $-687.337 $1.007.980 $+1.007.980 $
PALATIN TECHNOLOGIES INCPTNT968.916 $-2.289 $971.205 $+45.728 $925.477 $+294.671 $630.806 $+630.806 $
FIFTH THIRD BANCORPFITB908.175 $+38.688 $869.487 $-17.894 $887.381 $+27.972 $859.409 $+859.409 $
AbbVie Inc.ABBV877.875 $-7.623 $885.498 $+333.794 $551.704 $-163.809 $715.513 $+715.513 $
GENERAL ELECTRIC COGE640.961 $-8.045 $649.006 $-231.325 $880.331 $+479.249 $401.082 $+401.082 $
CHIPOTLE MEXICAN GRILL INCCMG516.298 $-47.999 $564.297 $-274.361 $838.658 $+65.624 $773.034 $+773.034 $
NETFLIX INCNFLX512.774 $-205.380 $718.154 $-74.611 $792.765 $+246.302 $546.463 $+546.463 $
INTEL CORPINTC562.782 $-86.161 $648.943 $-17.649 $666.592 $-79.422 $746.014 $+746.014 $
MORGAN STANLEYMS721.152 $+108.709 $612.443 $+35.058 $577.385 $+99.785 $477.600 $+477.600 $
AMERICAN EXPRESS COAXP712.753 $+68.676 $644.077 $+380.901 $263.176 $+263.176 $
PROCTER & GAMBLE CoPG424.712 $-110.693 $535.405 $+6.295 $529.110 $-175.563 $704.673 $+704.673 $
ELI LILLY & CoLLY660.873 $+192.089 $468.784 $+169.389 $299.395 $+25.456 $273.939 $+273.939 $
SPS COMMERCE INCSPSC640.834 $+78.124 $562.710 $+332.868 $229.842 $+14.889 $214.953 $+214.953 $
CHEVRON CORPCVX548.397 $-53.384 $601.781 $+51.868 $549.913 $+19.082 $530.831 $+530.831 $
MICRON TECHNOLOGY INCMU581.038 $+380.974 $200.064 $+200.064 $
PEPSICO INCPEP482.601 $+18.362 $464.239 $+37.642 $426.597 $-138.182 $564.779 $+564.779 $
AMGEN INCAMGN490.814 $+68.711 $422.103 $+7.059 $415.044 $-104.758 $519.802 $+519.802 $
ALLSTATE CORPALL431.335 $-24.629 $455.964 $-6.488 $462.452 $-38.285 $500.737 $+500.737 $
COLGATE PALMOLIVE COCL382.694 $-4.696 $387.390 $-50.476 $437.866 $-38.412 $476.278 $+476.278 $
Mastercard IncMA445.850 $-13.714 $459.564 $+16.815 $442.749 $-4.433 $447.182 $+447.182 $
ORACLE CORPORCL329.955 $-118.061 $448.016 $+202.713 $245.303 $+245.303 $
ADVANCED MICRO DEVICES INCAMD415.899 $+86.009 $329.890 $+329.890 $
VERIZON COMMUNICATIONS INCVZ342.554 $-57.309 $399.863 $+9.825 $390.038 $-22.748 $412.786 $+412.786 $
BOEING COBA411.226 $+72.372 $338.854 $+20.996 $317.858 $+54.528 $263.330 $+263.330 $
CARMAX INCKMX347.760 $+33.670 $314.090 $-21.960 $336.050 $-53.550 $389.600 $+389.600 $
AT&T INC.T275.994 $-93.019 $369.013 $-3.619 $372.632 $-1.486 $374.118 $+374.118 $
FORD MOTOR COF368.246 $+37.806 $330.440 $+33.666 $296.774 $+22.077 $274.697 $+274.697 $
LAM RESEARCH CORPLRCX368.148 $+49.014 $319.134 $+106.638 $212.496 $-40.315 $252.811 $+252.811 $
UNITEDHEALTH GROUP INCUNH280.924 $+4.684 $276.240 $+56.613 $219.627 $-145.427 $365.054 $+365.054 $
RYANAIR HOLDINGS PLCRYAAY360.950 $+59.850 $301.100 $+12.750 $288.350 $+76.500 $211.850 $+211.850 $
Walt Disney CoDIS262.696 $-58.176 $320.872 $-39.867 $360.739 $+56.763 $303.976 $+303.976 $
FREEPORT-MCMORAN INCFCX355.429 $+355.429 $
LOCKHEED MARTIN CORPLMT340.088 $-9.642 $349.730 $+21.777 $327.953 $+87.396 $240.557 $+240.557 $
FAIR ISAAC CORPFICO294.168 $+33.771 $260.397 $-70.464 $330.861 $-13.997 $344.858 $+344.858 $
Archer-Daniels-Midland CoADM329.151 $-13.261 $342.412 $+53.210 $289.202 $+26.462 $262.740 $+262.740 $
WINTRUST FINANCIAL CORPWTFC321.447 $+16.967 $304.480 $+19.449 $285.031 $-11.751 $296.782 $+296.782 $
CSX CORPCSX276.008 $+5.634 $270.374 $+21.929 $248.445 $+24.364 $224.081 $+224.081 $
Palo Alto Networks IncPANW241.487 $-25.459 $266.946 $-1.338 $268.284 $+49.694 $218.590 $+218.590 $
UNITED PARCEL SERVICE INCUPS201.059 $-52.622 $253.681 $+253.681 $
PFIZER INCPFE230.593 $-10.169 $240.762 $-11.237 $251.999 $+251.999 $
CARNIVAL CORPCCL203.580 $+203.580 $
NEOGENOMICS INCNEO117.600 $+40.400 $77.200 $+4.100 $73.100 $+73.100 $
Zevia PBCZVIA43.200 $+43.200 $
PLUG POWER INCPLUG32.222 $+32.222 $
NOODLES & CoNDLS17.650 $+1.760 $15.890 $-1.930 $17.820 $-9.430 $27.250 $+27.250 $
HRT FINANCIAL LP13.938 $-552 $14.490 $+375 $14.115 $+14.115 $
CITIGROUP INCC6.720 $-320 $7.040 $+7.040 $
963.506.932 $+2.869.054 $960.651.816 $+67.134.617 $893.304.142 $+80.180.004 $813.419.337 $+813.419.337 $
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