Investments: New Capital Management LP

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. ($)
163.710.180 $+3.681.204 $160.028.976 $+10.208.725 $149.820.251 $+8.645.728 $141.174.523 $+141.174.523 $
BERKSHIRE HATHAWAY INCBRK-B54.089.664 $-1.906.020 $55.995.684 $+1.536.981 $54.458.703 $-6.835.929 $61.294.632 $+61.294.632 $
BANK OF AMERICA CORP /DE/BAC38.133.288 $-3.388.747 $41.522.035 $-2.454.684 $43.976.719 $+3.891.203 $40.085.516 $+40.085.516 $
APPFOLIO INCAPPF21.236.161 $+1.276.186 $19.959.975 $+3.873.017 $16.086.958 $-1.330.459 $17.417.417 $+17.417.417 $
BlackRock, Inc.BLK10.909.210 $+63.060 $10.846.150 $+1.742.113 $9.104.037 $+8.359.603 $744.434 $+744.434 $
PEPSICO INCPEP7.611.333 $+163.342 $7.447.991 $+454.986 $6.993.005 $-948.006 $7.941.011 $+7.941.011 $
iShares Bitcoin Trust ETFIBIT4.852.394 $-1.375.581 $6.227.975 $+442.039 $5.785.936 $+1.394.222 $4.391.714 $+4.391.714 $
ALPHA PRO TECH LTDAPT6.226.731 $+4.876.523 $1.350.208 $+369.156 $981.052 $+96.009 $885.043 $+885.043 $
NVIDIA CORPNVDA5.276.678 $-898.405 $6.175.083 $+3.929.386 $2.245.697 $+2.245.697 $
MORGAN STANLEYMS5.210.096 $+5.210.096 $
MICROSOFT CORPMSFT3.604.521 $-255.653 $3.860.174 $+182.608 $3.677.566 $+931.109 $2.746.457 $+2.746.457 $
YUM BRANDS INCYUM1.310.398 $-6.236 $1.316.634 $+20.493 $1.296.141 $-66.922 $1.363.063 $+1.363.063 $
Mastercard IncMA1.103.548 $+4.020 $1.099.528 $+3.745 $1.095.783 $+11.054 $1.084.729 $+1.084.729 $
AMAZON COM INCAMZN1.044.564 $+50.911 $993.653 $+815 $992.838 $+147.617 $845.221 $+845.221 $
NETFLIX INCNFLX691.949 $-192.854 $884.803 $-103.475 $988.278 $+300.071 $688.207 $+688.207 $
AbbVie Inc.ABBV741.247 $-12.090 $753.337 $+182.741 $570.596 $-57.964 $628.560 $+628.560 $
MERCADOLIBRE INCMELI408.895 $-65.504 $474.399 $-48.327 $522.726 $+132.552 $390.174 $+390.174 $
EXXON MOBIL CORPXOM395.761 $+11.807 $383.954 $+29.723 $354.231 $-18.377 $372.608 $+372.608 $
ELI LILLY & CoLLY350.443 $+101.665 $248.778 $+25.832 $222.946 $+222.946 $
Aon plcAON249.496 $-2.616 $252.112 $-12.257 $264.369 $-31.368 $295.737 $+295.737 $
ISHARES GOLD TRUSTIAU263.803 $+27.300 $236.503 $+33.833 $202.670 $+202.670 $
163.710.180 $+3.681.204 $160.028.976 $+10.208.725 $149.820.251 $+8.645.728 $141.174.523 $+141.174.523 $
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