Investments: Oliver Luxxe Assets 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. ($)
629.002.203 $+37.447.033 $605.490.290 $+78.457.147 $536.963.027 $+39.677.072 $519.806.816 $+519.806.816 $
BANK OF AMERICA CORP /DE/BAC347.228.418 $+11.021.244 $336.207.174 $+23.062.772 $313.144.402 $+2.916.501 $310.227.901 $+310.227.901 $
ALPHA PRO TECH LTDAPT17.661.717 $+3.213.365 $14.448.352 $+4.303.809 $10.144.543 $+3.759.834 $6.384.709 $+6.384.709 $
SPS COMMERCE INCSPSC17.578.382 $+1.982.800 $15.595.582 $+2.211.676 $13.383.906 $-121.830 $13.505.736 $+13.505.736 $
CITIGROUP INCC13.681.241 $+1.496.234 $12.185.007 $+2.271.563 $9.913.444 $+1.806.456 $8.106.988 $+8.106.988 $
MORGAN STANLEYMS13.458.703 $+1.133.167 $12.325.536 $+1.880.176 $10.445.360 $+1.956.463 $8.488.897 $+8.488.897 $
COPART INCCPRT530.169 $-78.815 $608.984 $-55.522 $664.506 $-10.514.396 $11.178.902 $+11.178.902 $
RALPH LAUREN CORPRL10.845.926 $+1.226.532 $9.619.394 $+3.356.484 $6.262.910 $+6.262.910 $
GENERAL ELECTRIC COGE10.816.473 $+206.251 $10.610.222 $+1.776.082 $8.834.140 $+1.976.776 $6.857.364 $+6.857.364 $
3M COMMM10.557.634 $+278.976 $10.278.658 $+624.511 $9.654.147 $+665.581 $8.988.566 $+8.988.566 $
BERKSHIRE HATHAWAY INCBRK-B9.081.083 $-60.636 $9.141.719 $+479.961 $8.661.758 $-858.086 $9.519.844 $+9.519.844 $
AbbVie Inc.ABBV9.422.603 $-33.960 $9.456.563 $+2.342.601 $7.113.962 $-580.911 $7.694.873 $+7.694.873 $
JONES LANG LASALLE INCJLL9.096.130 $+1.130.563 $7.965.567 $+1.491.519 $6.474.048 $+490.244 $5.983.804 $+5.983.804 $
AMAZON COM INCAMZN8.885.222 $+458.749 $8.426.473 $+547.924 $7.878.549 $+1.188.026 $6.690.523 $+6.690.523 $
FREEPORT-MCMORAN INCFCX8.734.678 $+2.017.613 $6.717.065 $+50.254 $6.666.811 $+1.087.744 $5.579.067 $+5.579.067 $
ASTRAZENECA PLCAZN8.408.653 $+1.377.188 $7.031.465 $+1.559.791 $5.471.674 $+43.552 $5.428.122 $+5.428.122 $
TE Connectivity plcTEL8.307.528 $+303.903 $8.003.625 $+3.144.748 $4.858.877 $+4.858.877 $
CVS HEALTH CorpCVS8.209.475 $+1.499.840 $6.709.635 $+6.709.635 $
Encompass Health CorpEHC3.304.881 $-3.971.079 $7.275.960 $-707.498 $7.983.458 $+1.459.682 $6.523.776 $+6.523.776 $
XCEL ENERGY INCXEL5.476.645 $+753.862 $4.722.783 $+823.854 $3.898.929 $-3.089.536 $6.988.465 $+6.988.465 $
SMITH & NEPHEW PLCSNN5.942.405 $-500.618 $6.443.023 $+1.267.268 $5.175.755 $+5.175.755 $
SCHWAB CHARLES CORPSCHW6.310.416 $+111.549 $6.198.867 $+552.115 $5.646.752 $+923.572 $4.723.180 $+4.723.180 $
CELESTICA INCCLS4.095.500 $-840.417 $4.935.917 $-1.350.871 $6.286.788 $+3.081.287 $3.205.501 $+3.205.501 $
OSI SYSTEMS INCOSIS5.177.463 $-692.887 $5.870.350 $+702.168 $5.168.182 $+722.071 $4.446.111 $+4.446.111 $
CHEVRON CORPCVX5.656.264 $-179.730 $5.835.994 $+788.631 $5.047.363 $-588.051 $5.635.414 $+5.635.414 $
FASTENAL COFAST5.785.230 $+5.785.230 $
WILLIS TOWERS WATSON PLCWTW5.430.519 $+5.430.519 $
MICROSOFT CORPMSFT3.967.968 $-546.341 $4.514.309 $+312.825 $4.201.484 $+944.329 $3.257.155 $+3.257.155 $
CUMMINS INCCMI4.211.323 $+261.666 $3.949.657 $+3.949.657 $
BOISE CASCADE CoBCC4.143.687 $+4.143.687 $
CENTENE CORPCNC4.033.004 $+4.033.004 $
MASTEC INCMTZ3.570.302 $+199.179 $3.371.123 $+815.355 $2.555.768 $+853.203 $1.702.565 $+1.702.565 $
GENERAL DYNAMICS CORPGD3.456.152 $-96.045 $3.552.197 $+3.552.197 $
PIPER SANDLER COMPANIESPIPR3.367.545 $-73.208 $3.440.753 $+740.566 $2.700.187 $+316.212 $2.383.975 $+2.383.975 $
AAR CORPAIR3.347.779 $+592.937 $2.754.842 $+2.754.842 $
EXXON MOBIL CORPXOM3.244.246 $+130.880 $3.113.366 $+175.385 $2.937.981 $-54.836 $2.992.817 $+2.992.817 $
Knife River CorpKNF2.015.147 $-856.295 $2.871.442 $-270.302 $3.141.744 $+3.141.744 $
MATERION CorpMTRN3.092.709 $+1.419.249 $1.673.460 $+1.673.460 $
WINTRUST FINANCIAL CORPWTFC2.985.017 $+145.636 $2.839.381 $+222.535 $2.616.846 $+268.119 $2.348.727 $+2.348.727 $
DXP ENTERPRISES INCDXPE2.955.437 $+2.955.437 $
HAWKINS INCHWKN2.153.345 $-590.744 $2.744.089 $+655.929 $2.088.160 $+2.088.160 $
VALLEY NATIONAL BANCORPVLY2.714.280 $+2.714.280 $
FLOWSERVE CORPFLS2.449.461 $-248.935 $2.698.396 $+125.289 $2.573.107 $+197.822 $2.375.285 $+2.375.285 $
GATX CORPGATX2.686.294 $+82.998 $2.603.296 $+373.758 $2.229.538 $+2.229.538 $
CHEESECAKE FACTORY INCCAKE2.382.304 $-295.972 $2.678.276 $+624.532 $2.053.744 $+2.053.744 $
LINCOLN NATIONAL CORPLNC2.678.212 $+255.145 $2.423.067 $+1.044.603 $1.378.464 $-30.393 $1.408.857 $+1.408.857 $
Permian Resources CorpPR2.655.009 $+256.443 $2.398.566 $-76.678 $2.475.244 $-15.595 $2.490.839 $+2.490.839 $
DIAGEO PLCDEO2.587.871 $+28.854 $2.559.017 $+96.347 $2.462.670 $+2.462.670 $
URBAN OUTFITTERS INCURBN2.541.831 $+142.283 $2.399.548 $+27.345 $2.372.203 $+2.372.203 $
APPFOLIO INCAPPF2.367.188 $-55.713 $2.422.901 $+636.203 $1.786.698 $-406.406 $2.193.104 $+2.193.104 $
GULFPORT ENERGY CORPGPOR2.407.692 $+316.830 $2.090.862 $-171.295 $2.262.157 $+221.333 $2.040.824 $+2.040.824 $
Magnolia Oil & Gas CorpMGY2.165.775 $-185.110 $2.350.885 $+199.189 $2.151.696 $-232.267 $2.383.963 $+2.383.963 $
IDACORP INCIDA2.226.190 $-93.175 $2.319.365 $+320.348 $1.999.017 $+529.299 $1.469.718 $+1.469.718 $
Bank OZKOZK2.263.172 $+2.263.172 $
TRIMAS CORPTRS2.187.974 $+993.496 $1.194.478 $+1.194.478 $
Addus HomeCare CorpADUS1.945.370 $-184.467 $2.129.837 $+112.515 $2.017.322 $+307.613 $1.709.709 $+1.709.709 $
KITE REALTY GROUP TRUSTKRG2.074.683 $+2.074.683 $
TIMKEN COTKR1.990.263 $+1.990.263 $
WD 40 COWDFC1.977.620 $+1.977.620 $
AZZ INCAZZ1.946.818 $-24.943 $1.971.761 $+289.261 $1.682.500 $+216.984 $1.465.516 $+1.465.516 $
BOYD GAMING CORPBYD1.877.867 $+1.877.867 $
SONIC AUTOMOTIVE INCSAH1.823.497 $-26.163 $1.849.660 $+543.225 $1.306.435 $+1.306.435 $
ANI PHARMACEUTICALS INCANIP1.823.356 $+1.823.356 $
VISTEON CORPVC1.792.506 $+1.792.506 $
JPMORGAN CHASE & COJPM1.739.988 $-34.621 $1.774.609 $+165.608 $1.609.001 $+281.683 $1.327.318 $+1.327.318 $
BRINKS COBCO1.640.745 $+1.640.745 $
PRICESMART INCPSMT1.576.187 $+21.683 $1.554.504 $+234.046 $1.320.458 $+1.320.458 $
MCGRATH RENTCORPMGRC1.455.928 $+1.455.928 $
AXCELIS TECHNOLOGIES INCACLS1.451.181 $+1.451.181 $
KEMPER CorpKMPR1.273.116 $-36.275 $1.309.391 $+1.309.391 $
TENET HEALTHCARE CORPTHC1.196.096 $-21.738 $1.217.834 $+218.858 $998.976 $+219.414 $779.562 $+779.562 $
STATE STREET CORPSTT1.077.494 $+1.077.494 $
CATERPILLAR INCCAT723.535 $+14.490 $709.045 $+212.136 $496.909 $+64.871 $432.038 $+432.038 $
AMERICAN EXPRESS COAXP613.747 $-77.810 $691.557 $+139.403 $552.154 $+3.023 $549.131 $+549.131 $
NVIDIA CORPNVDA491.614 $-138.280 $629.894 $+329.871 $300.023 $+94.426 $205.597 $+205.597 $
VanEck Merk Gold ETFOUNZ557.284 $+95.496 $461.788 $+118.683 $343.105 $+52.224 $290.881 $+290.881 $
PFIZER INCPFE467.224 $-35.344 $502.568 $+46.589 $455.979 $-20.692 $476.671 $+476.671 $
AT&T INC.T443.264 $-29.100 $472.364 $-10.111 $482.475 $+33.270 $449.205 $+449.205 $
TECK RESOURCES LTDTECK412.441 $+42.385 $370.056 $+370.056 $
ALLSTATE CORPALL396.318 $-12.376 $408.694 $+25.400 $383.294 $-10.967 $394.261 $+394.261 $
JOHNSON & JOHNSONJNJ323.599 $-43.840 $367.439 $+94.221 $273.218 $-42.459 $315.677 $+315.677 $
Bank of New York Mellon CorpBK350.392 $+21.520 $328.872 $+53.877 $274.995 $+21.852 $253.143 $+253.143 $
PROCTER & GAMBLE CoPG308.976 $-10.770 $319.746 $+70.251 $249.495 $-70.895 $320.390 $+320.390 $
COLGATE PALMOLIVE COCL252.864 $-2.944 $255.808 $-35.072 $290.880 $-8.960 $299.840 $+299.840 $
VERIZON COMMUNICATIONS INCVZ227.096 $-12.955 $240.051 $+4.901 $235.150 $+17.403 $217.747 $+217.747 $
FEDEX CORPFDX231.734 $+231.734 $
AMGEN INCAMGN225.844 $+225.844 $
Hewlett Packard Enterprise CoHPE159.149 $+159.149 $
629.002.203 $+37.447.033 $605.490.290 $+78.457.147 $536.963.027 $+39.677.072 $519.806.816 $+519.806.816 $
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