Investments: CLEAR INVESTMENT RESEARCH, 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. ($)
56.636.186 $-10.854.163 $70.032.678 $-5.476.318 $75.508.996 $+3.870.609 $71.668.785 $+71.668.785 $
BANK OF AMERICA CORP /DE/BAC42.302.463 $-7.340.455 $49.642.918 $-3.999.649 $53.642.567 $+2.109.049 $51.533.518 $+51.533.518 $
GRAPHIC PACKAGING HOLDING COGPK2.814.190 $-842.762 $3.656.952 $-2.814.992 $6.471.944 $+677.277 $5.794.667 $+5.794.667 $
APPFOLIO INCAPPF1.685.587 $-2.071.790 $3.757.377 $+765.223 $2.992.154 $-300.952 $3.293.106 $+3.293.106 $
ELI LILLY & CoLLY2.926.536 $+849.777 $2.076.759 $-24.393 $2.101.152 $-106.507 $2.207.659 $+2.207.659 $
MICROSOFT CORPMSFT1.481.893 $-708.521 $2.190.414 $+78.875 $2.111.539 $+530.392 $1.581.147 $+1.581.147 $
BlackRock, Inc.BLK899.114 $-858.234 $1.757.348 $-306.949 $2.064.297 $+117.861 $1.946.436 $+1.946.436 $
NVIDIA CORPNVDA1.122.962 $-96.859 $1.219.821 $+100.860 $1.118.961 $+336.985 $781.976 $+781.976 $
ALPHA PRO TECH LTDAPT776.364 $+58.215 $718.149 $+191.530 $526.619 $+118.100 $408.519 $+408.519 $
AMAZON COM INCAMZN705.386 $+3.640 $701.746 $-56.685 $758.431 $+137.993 $620.438 $+620.438 $
ISHARES GOLD TRUSTIAU533.449 $+103.014 $430.435 $+228.139 $202.296 $-2.000 $204.296 $+204.296 $
BERKSHIRE HATHAWAY INCBRK-B483.549 $+20.023 $463.526 $+19.046 $444.480 $-42.831 $487.311 $+487.311 $
PALATIN TECHNOLOGIES INCPTNT357.633 $-7.025 $364.658 $+82.339 $282.319 $+163.568 $118.751 $+118.751 $
JOHNSON & JOHNSONJNJ347.909 $+61.495 $286.414 $-24.138 $310.552 $+310.552 $
COCA COLA COKO286.182 $+15.509 $270.673 $-15.782 $286.455 $-1.738 $288.193 $+288.193 $
Walmart Inc.WMT260.878 $+21.305 $239.573 $-10.584 $250.157 $+25.600 $224.557 $+224.557 $
PROCTER & GAMBLE CoPG179.861 $-6.605 $186.466 $-15.684 $202.150 $+202.150 $
EXXON MOBIL CORPXOM184.145 $+19.971 $164.174 $-16.435 $180.609 $+180.609 $
CVS HEALTH CorpCVS183.666 $+15.628 $168.038 $+3.008 $165.030 $+165.030 $
SOUTHERN COSO181.812 $+5.697 $176.115 $-172 $176.287 $+176.287 $
LOCKHEED MARTIN CORPLMT168.696 $+26.753 $141.943 $+5.244 $136.699 $+136.699 $
NETFLIX INCNFLX105.794 $-21.746 $127.540 $+38.725 $88.815 $+88.815 $
GENERAL ELECTRIC COGE90.246 $+13.029 $77.217 $+17.172 $60.045 $+60.045 $
ORACLE CORPORCL82.685 $+18.408 $64.277 $+23.173 $41.104 $+41.104 $
VanEck Bitcoin ETFHODL82.123 $+24.626 $57.497 $+57.497 $
ADVANCED MICRO DEVICES INCAMD80.410 $+2.933 $77.477 $+21.381 $56.096 $+56.096 $
AbbVie Inc.ABBV64.516 $+17.436 $47.080 $-6.062 $53.142 $+53.142 $
SYNOPSYS INCSNPS61.674 $-2.411 $64.085 $+10.479 $53.606 $+53.606 $
PFIZER INCPFE60.923 $+2.965 $57.958 $-2.630 $60.588 $+60.588 $
PEPSICO INCPEP58.725 $+17.377 $41.348 $-5.455 $46.803 $+46.803 $
Medtronic plcMDT57.144 $+4.842 $52.302 $-1.614 $53.916 $+53.916 $
CHEVRON CORPCVX50.863 $+11.360 $39.503 $-6.362 $45.865 $+45.865 $
AT&T INC.T46.540 $-1.153 $47.693 $+1.088 $46.605 $+46.605 $
Eaton Corp plcETN45.922 $+2.118 $43.804 $+10.449 $33.355 $+33.355 $
UNITEDHEALTH GROUP INCUNH30.400 $+3.070 $27.330 $-15.679 $43.009 $+43.009 $
MCDONALDS CORPMCD42.644 $+11.287 $31.357 $-2.168 $33.525 $+33.525 $
JPMORGAN CHASE & COJPM38.782 $-737 $39.519 $+6.272 $33.247 $+33.247 $
MPLX LPMPLX34.965 $-1.092 $36.057 $-1.407 $37.464 $+37.464 $
STARBUCKS CORPSBUX36.504 $+7.436 $29.068 $-2.022 $31.090 $+31.090 $
SEMPRASRE34.455 $+9.533 $24.922 $+1.451 $23.471 $+23.471 $
PAYCHEX INCPAYX30.398 $+30.398 $
Phillips 66PSX26.814 $+10.216 $16.598 $-582 $17.180 $+17.180 $
ASTRAZENECA PLCAZN21.482 $+1.916 $19.566 $-1.014 $20.580 $+20.580 $
DOLLAR GENERAL CORPDG18.190 $-1.941 $20.131 $+4.655 $15.476 $+15.476 $
REALTY INCOME CORPO19.171 $+4.578 $14.593 $-98 $14.691 $+14.691 $
RTX CorpRTX17.676 $+2.280 $15.396 $+1.459 $13.937 $+13.937 $
SCHWAB CHARLES CORPSCHW17.185 $+762 $16.423 $+2.333 $14.090 $+14.090 $
LAM RESEARCH CORPLRCX13.693 $+12.502 $1.191 $+305 $886 $+886 $
ROYAL BANK OF CANADARY9.870 $+1.056 $8.814 $+1.262 $7.552 $+7.552 $
Palo Alto Networks IncPANW6.719 $+171 $6.548 $+1.088 $5.460 $+5.460 $
HP INCHPQ6.545 $+732 $5.813 $-700 $6.513 $+6.513 $
Hewlett Packard Enterprise CoHPE5.423 $+936 $4.487 $+1.130 $3.357 $+3.357 $
Parker-Hannifin CorpPH5.307 $+5.307 $
IONIS PHARMACEUTICALS INCIONS4.645 $+1.840 $2.805 $+1.022 $1.783 $+1.783 $
NEXTERA ENERGY INCNEE4.091 $+358 $3.733 $-50 $3.783 $+3.783 $
TransDigm Group INCTDG3.954 $+3.954 $
Viatris IncVTRS2.455 $+240 $2.215 $+55 $2.160 $+2.160 $
CLEAR INVESTMENT RESEARCH, LLC1.142 $-172 $1.314 $-23 $1.337 $+1.337 $
Strategy IncMSTR967 $-246 $1.213 $+348 $865 $+865 $
COMCAST CORPCMCSA911 $-124 $1.035 $+2 $1.033 $+1.033 $
CARNIVAL CORPCCL925 $+25 $900 $+275 $625 $+625 $
TORONTO DOMINION BANKTD800 $+65 $735 $+136 $599 $+599 $
Constellation Energy CorpCEG661 $+14 $647 $+243 $404 $+404 $
DELTA AIR LINES, INC.DAL582 $+79 $503 $+59 $444 $+444 $
HUBSPOT INCHUBS468 $-89 $557 $-14 $571 $+571 $
Sylvamo CorpSLVM354 $-47 $401 $-136 $537 $+537 $
ALBEMARLE CORPALB502 $+116 $386 $-55 $441 $+441 $
DXC Technology CoDXC199 $-25 $224 $-25 $249 $+249 $
Walt Disney CoDIS117 $-9 $126 $+26 $100 $+100 $
Snap IncSNAP77 $-10 $87 $+0 $87 $+87 $
56.636.186 $-10.854.163 $70.032.678 $-5.476.318 $75.508.996 $+3.870.609 $71.668.785 $+71.668.785 $
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