Investments: Sendero Wealth 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. ($)
595.388.794 $+18.397.905 $578.094.847 $+36.511.374 $547.422.926 $+59.964.757 $490.877.568 $+490.877.568 $
BANK OF AMERICA CORP /DE/BAC344.522.385 $+21.068.882 $323.453.503 $+7.367.912 $316.085.591 $+52.669.235 $263.416.356 $+263.416.356 $
ALPHA PRO TECH LTDAPT34.383.450 $+6.309.152 $28.074.298 $+4.030.390 $24.043.908 $-68.212 $24.112.120 $+24.112.120 $
NVIDIA CORPNVDA32.173.273 $-58.236 $32.231.509 $+3.071.135 $29.160.374 $+9.614.473 $19.545.901 $+19.545.901 $
MICROSOFT CORPMSFT27.124.834 $-2.079.799 $29.204.633 $+5.168.289 $24.036.344 $+5.905.381 $18.130.963 $+18.130.963 $
AMAZON COM INCAMZN21.592.658 $+588.152 $21.004.506 $-1.923.285 $22.927.791 $+3.225.986 $19.701.805 $+19.701.805 $
CONOCOPHILLIPSCOP7.952.732 $-2.815.300 $10.768.032 $+444.341 $10.323.691 $-1.343.612 $11.667.303 $+11.667.303 $
DEERE & CODE5.104.044 $+200.844 $4.903.200 $-618.494 $5.521.694 $-3.854.512 $9.376.206 $+9.376.206 $
EXXON MOBIL CORPXOM7.988.141 $+553.152 $7.434.989 $-739.027 $8.174.016 $-1.124.994 $9.299.010 $+9.299.010 $
SCHWAB CHARLES CORPSCHW6.560.291 $-342.191 $6.902.482 $-1.247.076 $8.149.558 $-1.148.933 $9.298.491 $+9.298.491 $
Phillips 66PSX2.950.211 $-799.454 $3.749.665 $+553.617 $3.196.048 $-5.774.898 $8.970.946 $+8.970.946 $
EQUIFAX INCEFX5.148.719 $-1.126.006 $6.274.725 $+3.718.114 $2.556.611 $-3.170.460 $5.727.071 $+5.727.071 $
WILLIS TOWERS WATSON PLCWTW5.622.675 $-520.463 $6.143.138 $+643.914 $5.499.224 $-708.242 $6.207.466 $+6.207.466 $
FISERV INCFISV5.544.879 $-463.023 $6.007.902 $+6.007.902 $
CENTENE CORPCNC5.791.535 $+537.190 $5.254.345 $+4.380.979 $873.366 $-4.348.545 $5.221.911 $+5.221.911 $
APPFOLIO INCAPPF5.570.140 $+546.289 $5.023.851 $+969.896 $4.053.955 $-343.109 $4.397.064 $+4.397.064 $
ORACLE CORPORCL3.617.531 $-1.652.346 $5.269.877 $+4.781.675 $488.202 $+243.254 $244.948 $+244.948 $
DEXCOM INCDXCM4.358.785 $-178.109 $4.536.894 $+1.365.735 $3.171.159 $+2.445.986 $725.173 $+725.173 $
GENERAL ELECTRIC COGE4.465.838 $+18.514 $4.447.324 $+576.950 $3.870.374 $+866.522 $3.003.852 $+3.003.852 $
Liberty Broadband CorpLBRDA395.459 $-2.377.300 $2.772.759 $-1.519.364 $4.292.123 $+247.740 $4.044.383 $+4.044.383 $
NETFLIX INCNFLX3.282.444 $-944.949 $4.227.393 $+1.413.880 $2.813.513 $+2.029.254 $784.259 $+784.259 $
Booking Holdings Inc.BKNG3.432.789 $-584.269 $4.017.058 $+1.058.756 $2.958.302 $+608.777 $2.349.525 $+2.349.525 $
BRUNSWICK CORPBC3.790.324 $+438.413 $3.351.911 $+395.852 $2.956.059 $+172.767 $2.783.292 $+2.783.292 $
ICON PLCICLR3.756.467 $+80.767 $3.675.700 $+1.261.084 $2.414.616 $+2.414.616 $
SPS COMMERCE INCSPSC3.525.178 $+476.667 $3.048.511 $+437.337 $2.611.174 $-401.906 $3.013.080 $+3.013.080 $
Mastercard IncMA3.371.047 $-9.961 $3.381.008 $+303.824 $3.077.184 $+70.745 $3.006.439 $+3.006.439 $
ADVANCED MICRO DEVICES INCAMD3.207.030 $+3.207.030 $
PEPSICO INCPEP3.161.890 $+89.483 $3.072.407 $+267.349 $2.805.058 $-321.192 $3.126.250 $+3.126.250 $
PROCTER & GAMBLE CoPG2.199.952 $-181.470 $2.381.422 $-90.748 $2.472.170 $-156.218 $2.628.388 $+2.628.388 $
UNITEDHEALTH GROUP INCUNH2.195.279 $+80.316 $2.114.963 $+168.582 $1.946.381 $+92.305 $1.854.076 $+1.854.076 $
AbbVie Inc.ABBV2.101.074 $-41.623 $2.142.697 $+418.530 $1.724.167 $-229.604 $1.953.771 $+1.953.771 $
COMCAST CORPCMCSA1.477.464 $-238.131 $1.715.595 $-269.233 $1.984.828 $-24.563 $2.009.391 $+2.009.391 $
ASML HOLDING NVASML1.216.432 $-652.950 $1.869.382 $+569.526 $1.299.856 $+1.299.856 $
JPMORGAN CHASE & COJPM1.842.552 $+65.419 $1.777.133 $+136.531 $1.640.602 $+266.431 $1.374.171 $+1.374.171 $
JOHNSON & JOHNSONJNJ1.837.406 $+212.198 $1.625.208 $+349.286 $1.275.922 $-53.452 $1.329.374 $+1.329.374 $
SYNOPSYS INCSNPS254.589 $-10.362 $264.951 $-1.482.776 $1.747.727 $+119.811 $1.627.916 $+1.627.916 $
Shell plcSHEL790.866 $-274.861 $1.065.727 $-376.904 $1.442.631 $-260.470 $1.703.101 $+1.703.101 $
COCA COLA COKO1.348.758 $+19.240 $1.329.518 $-97.793 $1.427.311 $-20.345 $1.447.656 $+1.447.656 $
AramarkARMK1.219.808 $-50.964 $1.270.772 $-114.832 $1.385.604 $+243.233 $1.142.371 $+1.142.371 $
SM Energy CoSM865.380 $-283.440 $1.148.820 $+11.962 $1.136.858 $-241.082 $1.377.940 $+1.377.940 $
Aon plcAON849.030 $-11.755 $860.785 $+1.706 $859.079 $-424.794 $1.283.873 $+1.283.873 $
INTUITIVE SURGICAL INCISRG1.239.763 $+281.348 $958.415 $-208.831 $1.167.246 $+109.844 $1.057.402 $+1.057.402 $
SAP SESAP1.217.951 $+259.468 $958.483 $-151.482 $1.109.965 $+56.874 $1.053.091 $+1.053.091 $
Genpact LTDG574.312 $-29.066 $603.378 $-598.437 $1.201.815 $+1.201.815 $
PLEXUS CORPPLXS1.200.402 $+18.863 $1.181.539 $+440.310 $741.229 $+39.332 $701.897 $+701.897 $
HUMANA INCHUM923.862 $-207.618 $1.131.480 $+45.988 $1.085.492 $+169.446 $916.046 $+916.046 $
nVent Electric plcNVT311.308 $-777.114 $1.088.422 $+415.716 $672.706 $+672.706 $
HENRY SCHEIN INCHSIC1.085.783 $+132.311 $953.472 $-95.965 $1.049.437 $+65.509 $983.928 $+983.928 $
VALVOLINE INCVVV928.352 $-80.577 $1.008.929 $-55.067 $1.063.996 $+94.363 $969.633 $+969.633 $
AMERICAN EXPRESS COAXP1.001.826 $+111.636 $890.190 $-169.143 $1.059.333 $+171.467 $887.866 $+887.866 $
Simpson Manufacturing Co., Inc.SSD483.280 $-575.905 $1.059.185 $+76.849 $982.336 $+99.545 $882.791 $+882.791 $
BERKSHIRE HATHAWAY INCBRK-B1.049.534 $+77.737 $971.797 $+156.188 $815.609 $+70.528 $745.081 $+745.081 $
CHEVRON CORPCVX994.894 $+43.222 $951.672 $+75.359 $876.313 $-169.199 $1.045.512 $+1.045.512 $
SABINE ROYALTY TRUSTSBR886.405 $-140.775 $1.027.180 $+165.207 $861.973 $-13.056 $875.029 $+875.029 $
Alcoa CorpAA972.728 $+364.230 $608.498 $+51.614 $556.884 $-18.682 $575.566 $+575.566 $
INSIGHT ENTERPRISES INCNSIT686.059 $-268.967 $955.026 $+56.921 $898.105 $+31.912 $866.193 $+866.193 $
MERCADOLIBRE INCMELI910.446 $+910.446 $
Trane Technologies plcTT809.926 $-64.376 $874.302 $-32.013 $906.315 $+200.130 $706.185 $+706.185 $
CATERPILLAR INCCAT897.115 $+249.622 $647.493 $+120.691 $526.802 $+81.242 $445.560 $+445.560 $
STARBUCKS CORPSBUX733.132 $-1.958 $735.090 $-61.084 $796.174 $-51.422 $847.596 $+847.596 $
SYSCO CORPSYY776.768 $-69.688 $846.456 $+62.925 $783.531 $+126.105 $657.426 $+657.426 $
ELI LILLY & CoLLY843.374 $+843.374 $
ROBERT HALF INC.RHI300.309 $-75.408 $375.717 $-78.173 $453.890 $-357.105 $810.995 $+810.995 $
MCKESSON CORPMCK807.166 $+46.986 $760.180 $+39.124 $721.056 $+58.833 $662.223 $+662.223 $
LAM RESEARCH CORPLRCX697.389 $-87.801 $785.190 $+363.221 $421.969 $+146.290 $275.679 $+275.679 $
MSA Safety IncMSA745.933 $+65.568 $680.365 $+130.196 $550.169 $+550.169 $
BECTON DICKINSON & COBDX730.868 $+34.594 $696.274 $+52.919 $643.355 $+77.805 $565.550 $+565.550 $
3M COMMM629.067 $+21.382 $607.685 $-115.303 $722.988 $+21.878 $701.110 $+701.110 $
Walmart Inc.WMT655.257 $+104.659 $550.598 $+68.939 $481.659 $+50.144 $431.515 $+431.515 $
VAIL RESORTS INCMTN594.281 $-58.294 $652.575 $+207.897 $444.678 $+119.037 $325.641 $+325.641 $
Walt Disney CoDIS510.798 $-22.658 $533.456 $-44.307 $577.763 $+109.332 $468.431 $+468.431 $
CSX CORPCSX522.586 $-1.436 $524.022 $+42.501 $481.521 $+41.983 $439.538 $+439.538 $
CUMMINS INCCMI512.004 $+1.357 $510.647 $+221.792 $288.855 $+55.028 $233.827 $+233.827 $
TIMKEN COTKR499.943 $+4.686 $495.257 $+495.257 $
EMERSON ELECTRIC COEMR491.463 $+8.851 $482.612 $+112.620 $369.992 $+105.210 $264.782 $+264.782 $
PAYCHEX INCPAYX352.470 $-45.810 $398.280 $-58.756 $457.036 $-27.712 $484.748 $+484.748 $
CITIGROUP INCC469.211 $+103.202 $366.009 $+59.066 $306.943 $+78.354 $228.589 $+228.589 $
Accenture plcACN376.157 $+153.723 $222.434 $+222.434 $
CTS CORPCTS316.681 $+25.957 $290.724 $-19.435 $310.159 $+7.716 $302.443 $+302.443 $
PFIZER INCPFE307.591 $-3.725 $311.316 $+79.290 $232.026 $-9.819 $241.845 $+241.845 $
ROPER TECHNOLOGIES INCROP228.352 $-12.017 $240.369 $-32.849 $273.218 $-14.498 $287.716 $+287.716 $
CINTAS CORPCTAS223.804 $-20.456 $244.260 $-20.956 $265.216 $+12.003 $253.213 $+253.213 $
NEXTERA ENERGY INCNEE232.065 $+23.787 $208.278 $+2.909 $205.369 $+205.369 $
CARMAX INCKMX218.338 $+218.338 $
AMGEN INCAMGN202.312 $+202.312 $
PEDEVCO CORPPED7.000 $+7.000 $
595.388.794 $+18.397.905 $578.094.847 $+36.511.374 $547.422.926 $+59.964.757 $490.877.568 $+490.877.568 $
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