Investments: BDF-GESTION

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. ($)
818.226.893 $-20.682.944 $845.003.516 $-44.520.595 $893.525.135 $-1.104.932 $916.594.870 $+916.594.870 $
BANK OF AMERICA CORP /DE/BAC287.535.128 $-20.220.714 $307.755.842 $-28.060.398 $335.816.240 $-10.521.258 $346.337.498 $+346.337.498 $
NVIDIA CORPNVDA84.537.466 $-4.979.886 $89.517.352 $-5.169.847 $94.687.199 $+29.732.464 $64.954.735 $+64.954.735 $
MICROSOFT CORPMSFT68.755.288 $-9.787.168 $78.542.456 $-12.566.144 $91.108.600 $+9.690.638 $81.417.962 $+81.417.962 $
APPFOLIO INCAPPF77.789.205 $+2.290.901 $75.498.304 $+4.837.756 $70.660.548 $-14.176.008 $84.836.556 $+84.836.556 $
ALPHA PRO TECH LTDAPT33.345.016 $+5.740.328 $27.604.688 $+3.318.755 $24.285.933 $-9.344.449 $33.630.382 $+33.630.382 $
JPMORGAN CHASE & COJPM20.619.092 $-561.218 $21.180.310 $-2.353.156 $23.533.466 $+2.995.882 $20.537.584 $+20.537.584 $
ELI LILLY & CoLLY20.098.665 $+4.877.578 $15.221.087 $-3.564.027 $18.785.114 $-3.286.505 $22.071.619 $+22.071.619 $
UNITEDHEALTH GROUP INCUNH5.303.877 $-613.874 $5.917.751 $-540.964 $6.458.715 $-11.333.073 $17.791.788 $+17.791.788 $
Mastercard IncMA8.228.093 $-1.199.364 $9.427.457 $-1.823.144 $11.250.601 $-919.855 $12.170.456 $+12.170.456 $
GOLDMAN SACHS GROUP INCGS6.180.249 $-3.774.126 $9.954.375 $-732.650 $10.687.025 $-1.187.134 $11.874.159 $+11.874.159 $
AbbVie Inc.ABBV10.168.719 $+2.175.495 $7.993.224 $+252.870 $7.740.354 $-3.544.603 $11.284.957 $+11.284.957 $
ADVANCED MICRO DEVICES INCAMD6.625.040 $+1.286.455 $5.338.585 $-4.924.191 $10.262.776 $+2.832.208 $7.430.568 $+7.430.568 $
INTUITIVE SURGICAL INCISRG9.607.165 $+1.514.985 $8.092.180 $+1.559.305 $6.532.875 $+206.296 $6.326.579 $+6.326.579 $
NETFLIX INCNFLX6.153.188 $-2.239.252 $8.392.440 $-981.470 $9.373.910 $+9.373.910 $
VERIZON COMMUNICATIONS INCVZ2.245.160 $-338.924 $2.584.084 $-5.445.616 $8.029.700 $-1.304.934 $9.334.634 $+9.334.634 $
PROCTER & GAMBLE CoPG5.486.767 $-787.838 $6.274.605 $-1.584.332 $7.858.937 $-1.463.548 $9.322.485 $+9.322.485 $
CITIGROUP INCC9.161.565 $+661.549 $8.500.016 $+2.186.240 $6.313.776 $-470.312 $6.784.088 $+6.784.088 $
PALATIN TECHNOLOGIES INCPTNT8.599.190 $+457.968 $8.141.222 $+3.731.952 $4.409.270 $+4.409.270 $
ORACLE CORPORCL7.833.628 $+485.389 $7.348.239 $+448.058 $6.900.181 $+2.006.831 $4.893.350 $+4.893.350 $
COCA COLA COKO5.049.459 $-59.900 $5.109.359 $-1.474.424 $6.583.783 $-807.115 $7.390.898 $+7.390.898 $
Booking Holdings Inc.BKNG7.094.641 $+7.094.641 $
Accenture plcACN4.214.993 $+82.717 $4.132.276 $-1.918.154 $6.050.430 $-954.556 $7.004.986 $+7.004.986 $
GENERAL ELECTRIC COGE6.743.254 $+6.743.254 $
CDW CorpCDW1.587.862 $-562.897 $2.150.759 $-4.099.221 $6.249.980 $+6.249.980 $
MICRON TECHNOLOGY INCMU6.238.206 $+6.238.206 $
ALLSTATE CORPALL3.920.297 $-391.807 $4.312.104 $-573.086 $4.885.190 $-687.478 $5.572.668 $+5.572.668 $
LINDE PLCLIN3.564.194 $-670.906 $4.235.100 $-818.907 $5.054.007 $-508.994 $5.563.001 $+5.563.001 $
Palo Alto Networks IncPANW4.697.837 $-841.441 $5.539.278 $+5.539.278 $
INTEL CORPINTC3.103.327 $-2.102.459 $5.205.786 $+1.007.511 $4.198.275 $+3.330.049 $868.226 $+868.226 $
AMERICAN EXPRESS COAXP4.471.216 $+189.009 $4.282.207 $-685.588 $4.967.795 $+321.032 $4.646.763 $+4.646.763 $
EQUITY RESIDENTIALEQR2.979.901 $-283.786 $3.263.687 $-846.724 $4.110.411 $-724.102 $4.834.513 $+4.834.513 $
METLIFE INCMET3.210.727 $-362.813 $3.573.540 $-640.951 $4.214.491 $-451.723 $4.666.214 $+4.666.214 $
LAM RESEARCH CORPLRCX4.227.804 $+700.342 $3.527.462 $+592.272 $2.935.190 $+2.935.190 $
BOSTON SCIENTIFIC CORPBSX3.627.686 $-334.335 $3.962.021 $-11.827 $3.973.848 $-165.158 $4.139.006 $+4.139.006 $
STRYKER CORPSYK2.733.734 $-333.418 $3.067.152 $-898.247 $3.965.399 $-172.532 $4.137.931 $+4.137.931 $
ANALOG DEVICES INCADI3.650.081 $+122.812 $3.527.269 $-600.474 $4.127.743 $+630.382 $3.497.361 $+3.497.361 $
AT&T INC.T3.380.873 $-718.869 $4.099.742 $+4.099.742 $
FISERV INCFISV1.769.435 $-1.089.123 $2.858.558 $-1.201.843 $4.060.401 $+4.060.401 $
DEXCOM INCDXCM4.001.024 $+675.096 $3.325.928 $+3.325.928 $
JONES LANG LASALLE INCJLL3.603.594 $+196.043 $3.407.551 $-122.469 $3.530.020 $-264.490 $3.794.510 $+3.794.510 $
FIFTH THIRD BANCORPFITB3.648.030 $+3.648.030 $
Walt Disney CoDIS3.335.281 $-245.134 $3.580.415 $+3.580.415 $
Edwards Lifesciences CorpEW2.943.171 $+79.291 $2.863.880 $-615.135 $3.479.015 $-96.423 $3.575.438 $+3.575.438 $
MCKESSON CORPMCK3.572.904 $+3.572.904 $
AUTOZONE INCAZO2.143.428 $-752.484 $2.895.912 $-136.980 $3.032.892 $-425.299 $3.458.191 $+3.458.191 $
COLGATE PALMOLIVE COCL1.997.468 $-157.954 $2.155.422 $-805.191 $2.960.613 $-423.737 $3.384.350 $+3.384.350 $
CSX CORPCSX2.908.338 $-130.466 $3.038.804 $-334.094 $3.372.898 $-692 $3.373.590 $+3.373.590 $
HOLOGIC INCHOLX2.736.382 $-454.829 $3.191.211 $-163.641 $3.354.852 $+3.354.852 $
SYNOPSYS INCSNPS2.962.054 $-356.981 $3.319.035 $+892.521 $2.426.514 $+175.051 $2.251.463 $+2.251.463 $
ROYAL GOLD INCRGLD3.299.228 $+322.220 $2.977.008 $-211.663 $3.188.671 $-62.725 $3.251.396 $+3.251.396 $
PAYCHEX INCPAYX1.638.389 $-336.405 $1.974.794 $-762.618 $2.737.412 $-482.412 $3.219.824 $+3.219.824 $
CATERPILLAR INCCAT3.191.459 $+355.757 $2.835.702 $+48.354 $2.787.348 $+160.821 $2.626.527 $+2.626.527 $
KLA CORPKLAC3.123.971 $+3.123.971 $
JOHNSON & JOHNSONJNJ2.746.945 $+56.688 $2.690.257 $-431.448 $3.121.705 $+495.940 $2.625.765 $+2.625.765 $
Owens CorningOC1.800.184 $-475.342 $2.275.526 $-396.625 $2.672.151 $-405.477 $3.077.628 $+3.077.628 $
HUMANA INCHUM594.478 $-49.703 $644.181 $-87.303 $731.484 $-2.342.639 $3.074.123 $+3.074.123 $
Encompass Health CorpEHC2.027.168 $-560.483 $2.587.651 $-430.273 $3.017.924 $+253.790 $2.764.134 $+2.764.134 $
DEERE & CODE1.998.226 $-95.110 $2.093.336 $-719.631 $2.812.967 $-66.965 $2.879.932 $+2.879.932 $
NASDAQ, INC.NDAQ2.758.686 $+79.093 $2.679.593 $-179.343 $2.858.936 $+1.935.796 $923.140 $+923.140 $
MORGAN STANLEYMS2.829.473 $+2.829.473 $
Otis Worldwide CorpOTIS1.637.463 $-190.771 $1.828.234 $-563.594 $2.391.828 $-372.694 $2.764.522 $+2.764.522 $
DECKERS OUTDOOR CORPDECK1.791.521 $-77.032 $1.868.553 $-426.404 $2.294.957 $-465.967 $2.760.924 $+2.760.924 $
RESMED INCRMD1.987.418 $-421.680 $2.409.098 $-333.958 $2.743.056 $+103.641 $2.639.415 $+2.639.415 $
TransUnionTRU1.956.043 $-82.408 $2.038.451 $-547.957 $2.586.408 $-118.568 $2.704.976 $+2.704.976 $
WELLTOWER INC.WELL2.612.832 $-61.940 $2.674.772 $+2.674.772 $
EQUINIX INCEQIX1.664.866 $-150.684 $1.815.550 $-413.357 $2.228.907 $-306.016 $2.534.923 $+2.534.923 $
Genpact LTDG1.685.998 $+176.241 $1.509.757 $-406.174 $1.915.931 $-516.315 $2.432.246 $+2.432.246 $
STERIS plcSTE1.890.499 $-77.639 $1.968.138 $-340.376 $2.308.514 $-107.348 $2.415.862 $+2.415.862 $
Aptiv PLCAPTV2.035.103 $-270.937 $2.306.040 $+1.709.388 $596.652 $+19.561 $577.091 $+577.091 $
Eaton Corp plcETN1.577.262 $-399.527 $1.976.789 $-301.521 $2.278.310 $+354.025 $1.924.285 $+1.924.285 $
MCCORMICK & CO INCMKC2.258.868 $+39.798 $2.219.070 $+2.219.070 $
STATE STREET CORPSTT2.112.410 $+86.295 $2.026.115 $-217.446 $2.243.561 $+148.738 $2.094.823 $+2.094.823 $
HUBSPOT INCHUBS1.735.221 $-422.740 $2.157.961 $+2.157.961 $
CUMMINS INCCMI1.997.391 $+234.419 $1.762.972 $+111.717 $1.651.255 $-101.815 $1.753.070 $+1.753.070 $
TE Connectivity plcTEL1.728.166 $-50.686 $1.778.852 $+127.573 $1.651.279 $+116.826 $1.534.453 $+1.534.453 $
Ingredion IncINGR1.567.125 $-168.424 $1.735.549 $+1.735.549 $
MSA Safety IncMSA1.257.740 $-93.698 $1.351.438 $-37.218 $1.388.656 $+40.135 $1.348.521 $+1.348.521 $
AUTOLIV INCALV1.180.709 $-47.746 $1.228.455 $+115.386 $1.113.069 $+137.289 $975.780 $+975.780 $
WESTERN DIGITAL CORPWDC1.159.894 $+1.159.894 $
Royalty Pharma plcRPRX913.797 $+23.859 $889.938 $-207.932 $1.097.870 $+45.925 $1.051.945 $+1.051.945 $
TELEFLEX INCTFX905.974 $+905.974 $
Tronox Holdings plcTROX232.190 $+8.352 $223.838 $-117.160 $340.998 $-184.094 $525.092 $+525.092 $
818.226.893 $-20.682.944 $845.003.516 $-44.520.595 $893.525.135 $-1.104.932 $916.594.870 $+916.594.870 $
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