Investments: Shepherd Financial Partners 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. ($)
892.516.014 $+24.889.294 $870.504.320 $+82.506.105 $788.769.535 $+60.871.464 $728.098.553 $+728.098.553 $
BANK OF AMERICA CORP /DE/BAC582.825.852 $+6.056.227 $576.769.625 $+35.257.294 $541.512.331 $+39.251.904 $502.260.427 $+502.260.427 $
BlackRock, Inc.BLK57.047.842 $+2.322.373 $54.725.469 $+18.943.708 $35.781.761 $+2.975.057 $32.806.704 $+32.806.704 $
APPFOLIO INCAPPF36.213.223 $+2.618.512 $33.594.711 $+9.012.288 $24.582.423 $-3.284.804 $27.867.227 $+27.867.227 $
ALPHA PRO TECH LTDAPT29.536.090 $+4.765.869 $24.770.221 $+6.835.257 $17.934.964 $+2.351.525 $15.583.439 $+15.583.439 $
MICROSOFT CORPMSFT18.765.922 $-2.230.932 $20.996.854 $+821.977 $20.174.877 $+4.908.678 $15.266.199 $+15.266.199 $
AMAZON COM INCAMZN19.633.554 $+987.672 $18.645.882 $+10.677 $18.635.205 $+2.083.350 $16.551.855 $+16.551.855 $
NVIDIA CORPNVDA18.249.812 $-30.510 $18.280.322 $+2.744.411 $15.535.911 $+5.005.519 $10.530.392 $+10.530.392 $
JPMORGAN CHASE & COJPM15.243.292 $+73.930 $15.169.362 $+1.233.904 $13.935.458 $+2.132.990 $11.802.468 $+11.802.468 $
ISHARES GOLD TRUSTIAU15.131.186 $+1.244.811 $13.886.375 $+3.609.850 $10.276.525 $+2.020.802 $8.255.723 $+8.255.723 $
ELI LILLY & CoLLY10.561.028 $+3.114.348 $7.446.680 $-137.270 $7.583.950 $-268.151 $7.852.101 $+7.852.101 $
RTX CorpRTX8.825.366 $+734.871 $8.090.495 $+933.934 $7.156.561 $+699.185 $6.457.376 $+6.457.376 $
AbbVie Inc.ABBV5.968.996 $-55.912 $6.024.908 $+1.219.587 $4.805.321 $-558.769 $5.364.090 $+5.364.090 $
Walmart Inc.WMT5.584.949 $+472.936 $5.112.013 $+266.838 $4.845.175 $+446.386 $4.398.789 $+4.398.789 $
GOLDMAN SACHS GROUP INCGS5.097.684 $+483.304 $4.614.380 $+528.125 $4.086.255 $+972.207 $3.114.048 $+3.114.048 $
LOCKHEED MARTIN CORPLMT4.498.250 $+583.256 $3.914.994 $+294.313 $3.620.681 $+172.322 $3.448.359 $+3.448.359 $
COCA COLA COKO3.848.364 $+197.947 $3.650.417 $-221.304 $3.871.721 $-60.372 $3.932.093 $+3.932.093 $
CATERPILLAR INCCAT3.688.497 $+596.585 $3.091.912 $+575.779 $2.516.133 $+381.201 $2.134.932 $+2.134.932 $
Duke Energy CORPDUK3.372.061 $-207.980 $3.580.041 $+12.093 $3.567.948 $-97.046 $3.664.994 $+3.664.994 $
PROCTER & GAMBLE CoPG2.683.990 $-250.317 $2.934.307 $-108.651 $3.042.958 $-145.837 $3.188.795 $+3.188.795 $
UNITEDHEALTH GROUP INCUNH231.781 $-59.012 $290.793 $-135.834 $426.627 $-2.616.766 $3.043.393 $+3.043.393 $
ORACLE CORPORCL2.606.205 $-317.563 $2.923.768 $+736.324 $2.187.444 $+1.075.690 $1.111.754 $+1.111.754 $
MCDONALDS CORPMCD2.853.575 $-29.089 $2.882.664 $+121.351 $2.761.313 $-110.705 $2.872.018 $+2.872.018 $
NEXTERA ENERGY INCNEE2.611.961 $+111.051 $2.500.910 $+164.113 $2.336.797 $-55.347 $2.392.144 $+2.392.144 $
EXXON MOBIL CORPXOM2.608.871 $+669.058 $1.939.813 $+180.979 $1.758.834 $+958.701 $800.133 $+800.133 $
BOSTON SCIENTIFIC CORPBSX2.031.057 $-108.605 $2.139.662 $-214.979 $2.354.641 $+198.735 $2.155.906 $+2.155.906 $
STARBUCKS CORPSBUX2.020.242 $-40.573 $2.060.815 $-168.505 $2.229.320 $-115.581 $2.344.901 $+2.344.901 $
Mastercard IncMA2.124.191 $-34.235 $2.158.426 $+20.201 $2.138.225 $+68.237 $2.069.988 $+2.069.988 $
JOHNSON & JOHNSONJNJ2.137.708 $+202.684 $1.935.024 $+271.132 $1.663.892 $-112.988 $1.776.880 $+1.776.880 $
Accenture plcACN1.529.406 $+33.133 $1.496.273 $-393.517 $1.889.790 $-38.236 $1.928.026 $+1.928.026 $
BERKSHIRE HATHAWAY INCBRK-B1.797.983 $-78.242 $1.876.225 $+72.077 $1.804.148 $+58.883 $1.745.265 $+1.745.265 $
Zoetis Inc.ZTS1.340.668 $-103.575 $1.444.243 $-99.660 $1.543.903 $+1.543.903 $
CONSOLIDATED EDISON INCED1.494.514 $+13.920 $1.480.594 $+26.133 $1.454.461 $-77.022 $1.531.483 $+1.531.483 $
PALATIN TECHNOLOGIES INCPTNT1.412.049 $-7.178 $1.419.227 $+375.285 $1.043.942 $+1.043.942 $
AMGEN INCAMGN1.406.037 $+1.011.167 $394.870 $+6.153 $388.717 $-89.881 $478.598 $+478.598 $
DEERE & CODE266.966 $+5.224 $261.742 $-1.043.802 $1.305.544 $+107.522 $1.198.022 $+1.198.022 $
ADVANCED MICRO DEVICES INCAMD1.275.747 $+290.610 $985.137 $+145.935 $839.202 $+101.318 $737.884 $+737.884 $
FISERV INCFISV728.648 $-245.727 $974.375 $-273.647 $1.248.022 $+1.248.022 $
MICRON TECHNOLOGY INCMU1.198.181 $+862.520 $335.661 $+88.410 $247.251 $+247.251 $
PEPSICO INCPEP1.050.171 $+12.847 $1.037.324 $+16.638 $1.020.686 $-120.711 $1.141.397 $+1.141.397 $
COMCAST CORPCMCSA429.937 $-49.227 $479.164 $-91.083 $570.247 $-432.539 $1.002.786 $+1.002.786 $
SOUTHERN COSO843.671 $-73.240 $916.911 $+28.445 $888.466 $-33.803 $922.269 $+922.269 $
DOMINOS PIZZA INCDPZ791.491 $-39.977 $831.468 $-50.347 $881.815 $-8.535 $890.350 $+890.350 $
CUMMINS INCCMI872.296 $+114.354 $757.942 $+164.592 $593.350 $+13.831 $579.519 $+579.519 $
CHEVRON CORPCVX846.512 $+72.388 $774.124 $+78.599 $695.525 $-101.522 $797.047 $+797.047 $
LAM RESEARCH CORPLRCX696.100 $-119.197 $815.297 $+219.085 $596.212 $+154.759 $441.453 $+441.453 $
FabrinetFN791.276 $+791.276 $
CITIGROUP INCC747.679 $+74.080 $673.599 $+109.118 $564.481 $+91.318 $473.163 $+473.163 $
MORGAN STANLEYMS732.450 $+88.941 $643.509 $+72.463 $571.046 $+98.339 $472.707 $+472.707 $
NETFLIX INCNFLX500.585 $-151.629 $652.214 $-72.253 $724.467 $+440.046 $284.421 $+284.421 $
Eaton Corp plcETN580.720 $-101.846 $682.566 $+33.405 $649.161 $+163.948 $485.213 $+485.213 $
AUTOZONE INCAZO529.075 $-140.202 $669.277 $+90.169 $579.108 $-15.686 $594.794 $+594.794 $
CONOCOPHILLIPSCOP471.183 $+110.741 $360.442 $-197.803 $558.245 $-109.481 $667.726 $+667.726 $
Constellation Energy CorpCEG594.562 $+77.992 $516.570 $+9.995 $506.575 $+260.744 $245.831 $+245.831 $
Medtronic plcMDT509.592 $+3.492 $506.100 $-9.224 $515.324 $-2.204 $517.528 $+517.528 $
Walt Disney CoDIS441.384 $-17.489 $458.873 $-33.516 $492.389 $+119.242 $373.147 $+373.147 $
DELTA AIR LINES, INC.DAL471.920 $+86.020 $385.900 $+51.476 $334.424 $+81.544 $252.880 $+252.880 $
PFIZER INCPFE346.160 $-16.075 $362.235 $-32.411 $394.646 $-35.214 $429.860 $+429.860 $
SPS COMMERCE INCSPSC377.288 $-49.987 $427.275 $+60.869 $366.406 $+21.502 $344.904 $+344.904 $
ENBRIDGE INCENB402.328 $-21.363 $423.691 $+43.158 $380.533 $+380.533 $
AMERICAN EXPRESS COAXP395.106 $+40.027 $355.079 $+18.872 $336.207 $+55.049 $281.158 $+281.158 $
Booking Holdings Inc.BKNG337.386 $-2.767 $340.153 $-24.570 $364.723 $+74.486 $290.237 $+290.237 $
INTEL CORPINTC357.961 $+53.097 $304.864 $+67.659 $237.205 $-443 $237.648 $+237.648 $
Palo Alto Networks IncPANW319.403 $-22.883 $342.286 $+1.970 $340.316 $+58.078 $282.238 $+282.238 $
CAMECO CORPCCJ327.054 $+37.557 $289.497 $+289.497 $
FACTSET RESEARCH SYSTEMS INCFDS253.463 $-58.824 $312.287 $+312.287 $
UNITED PARCEL SERVICE INCUPS215.875 $-75.806 $291.681 $-14.015 $305.696 $+305.696 $
WEYERHAEUSER COWY246.661 $-8.955 $255.616 $-37.008 $292.624 $+292.624 $
TARGET CORPTGT275.977 $-15.403 $291.380 $+291.380 $
STRYKER CORPSYK255.518 $-13.231 $268.749 $-18.873 $287.622 $+16.996 $270.626 $+270.626 $
ALLIANT ENERGY CORPLNT241.880 $-15.520 $257.400 $+257.400 $
LINDE PLCLIN217.969 $-25.280 $243.249 $+4.897 $238.352 $+12.082 $226.270 $+226.270 $
VERIZON COMMUNICATIONS INCVZ216.352 $-17.017 $233.369 $+6.031 $227.338 $+227.338 $
YUM BRANDS INCYUM225.287 $-572 $225.859 $+6.163 $219.696 $-13.074 $232.770 $+232.770 $
NICOLET BANKSHARES INCNIC204.823 $-19.354 $224.177 $-4.355 $228.532 $+24.321 $204.211 $+204.211 $
iShares Bitcoin Trust ETFIBIT219.451 $+219.451 $
TELEDYNE TECHNOLOGIES INCTDY219.176 $+219.176 $
MPLX LPMPLX211.746 $+11.264 $200.482 $+200.482 $
NOVAGOLD RESOURCES INCNG93.200 $+5.200 $88.000 $+47.100 $40.900 $+40.900 $
Lloyds Banking Group plcLYG53.000 $+7.600 $45.400 $+2.900 $42.500 $+4.300 $38.200 $+38.200 $
892.516.014 $+24.889.294 $870.504.320 $+82.506.105 $788.769.535 $+60.871.464 $728.098.553 $+728.098.553 $
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