Investments: Perennial Advisors, 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. ($)
577.181.957 $+17.858.727 $559.572.753 $+37.957.231 $522.774.536 $+34.846.422 $488.167.035 $+488.167.035 $
BANK OF AMERICA CORP /DE/BAC221.227.288 $+1.309.403 $219.917.885 $+12.787.787 $207.130.098 $+16.812.979 $190.317.119 $+190.317.119 $
MICROSOFT CORPMSFT35.941.821 $-2.221.979 $38.163.800 $+1.566.987 $36.596.813 $+8.095.774 $28.501.039 $+28.501.039 $
APPFOLIO INCAPPF33.161.058 $+2.237.966 $30.923.092 $+6.037.010 $24.886.082 $-2.662.565 $27.548.647 $+27.548.647 $
ALPHA PRO TECH LTDAPT31.373.278 $+7.148.808 $24.224.470 $+6.530.972 $17.693.498 $+1.997.005 $15.696.493 $+15.696.493 $
BERKSHIRE HATHAWAY INCBRK-B24.908.400 $+19.800 $24.888.600 $+838.200 $24.050.400 $-2.298.173 $26.348.573 $+26.348.573 $
NVIDIA CORPNVDA24.794.955 $-795.207 $25.590.162 $+3.596.162 $21.994.000 $+6.646.599 $15.347.401 $+15.347.401 $
AMAZON COM INCAMZN20.531.430 $+1.572.667 $18.958.763 $+117.111 $18.841.652 $+2.440.478 $16.401.174 $+16.401.174 $
JPMORGAN CHASE & COJPM18.223.100 $+577.849 $17.645.251 $+1.405.575 $16.239.676 $+2.472.883 $13.766.793 $+13.766.793 $
AMERICAN EXPRESS COAXP18.025.507 $+1.944.455 $16.081.052 $+612.494 $15.468.558 $+2.417.472 $13.051.086 $+13.051.086 $
SPS COMMERCE INCSPSC17.214.518 $+1.999.691 $15.214.827 $+2.090.676 $13.124.151 $+571.620 $12.552.531 $+12.552.531 $
FISERV INCFISV2.108.668 $-7.508.866 $9.617.534 $-3.071.498 $12.689.032 $-3.407.267 $16.096.299 $+16.096.299 $
Mastercard IncMA14.213.216 $+320.733 $13.892.483 $+160.634 $13.731.849 $-308.753 $14.040.602 $+14.040.602 $
JOHNSON & JOHNSONJNJ10.469.902 $+1.248.929 $9.220.973 $+1.612.493 $7.608.480 $-655.074 $8.263.554 $+8.263.554 $
GENERAL DYNAMICS CORPGD8.625.591 $+200.527 $8.425.064 $+1.147.653 $7.277.411 $+535.677 $6.741.734 $+6.741.734 $
MCDONALDS CORPMCD8.490.501 $+412.760 $8.077.741 $+183.022 $7.894.719 $-521.399 $8.416.118 $+8.416.118 $
FEDEX CORPFDX7.913.232 $+1.583.198 $6.330.034 $+295.331 $6.034.703 $-405.895 $6.440.598 $+6.440.598 $
Walt Disney CoDIS7.477.431 $+362.285 $7.115.146 $-532.190 $7.647.336 $+1.598.207 $6.049.129 $+6.049.129 $
AMGEN INCAMGN6.531.895 $+1.063.771 $5.468.124 $+57.615 $5.410.509 $-717.917 $6.128.426 $+6.128.426 $
Medtronic plcMDT5.939.892 $+323.202 $5.616.690 $+508.584 $5.108.106 $-231.484 $5.339.590 $+5.339.590 $
NOVARTIS AGNVS5.837.968 $+459.967 $5.378.001 $+302.236 $5.075.765 $+390.037 $4.685.728 $+4.685.728 $
BlackRock, Inc.BLK5.606.047 $+383.946 $5.222.101 $+185.217 $5.036.884 $+68.335 $4.968.549 $+4.968.549 $
STARBUCKS CORPSBUX4.823.152 $+186.299 $4.636.853 $-303.774 $4.940.627 $-257.977 $5.198.604 $+5.198.604 $
NETFLIX INCNFLX4.999.940 $+4.356.119 $643.821 $-75.292 $719.113 $+240.725 $478.388 $+478.388 $
VERIZON COMMUNICATIONS INCVZ4.194.947 $-333.239 $4.528.186 $-49.829 $4.578.015 $-315.899 $4.893.914 $+4.893.914 $
ARES CAPITAL CORPARCC4.671.610 $+270.566 $4.401.044 $-220.074 $4.621.118 $+25.350 $4.595.768 $+4.595.768 $
Zoetis Inc.ZTS3.564.859 $-693.200 $4.258.059 $-125.072 $4.383.131 $-115.766 $4.498.897 $+4.498.897 $
FASTENAL COFAST3.115.092 $-695.316 $3.810.408 $+538.608 $3.271.800 $+208.575 $3.063.225 $+3.063.225 $
LEAR CORPLEA3.672.869 $+308.252 $3.364.617 $+184.361 $3.180.256 $+180.235 $3.000.021 $+3.000.021 $
LAM RESEARCH CORPLRCX2.659.282 $+18.104 $2.641.178 $+241.747 $2.399.431 $+531.041 $1.868.390 $+1.868.390 $
ASML HOLDING NVASML2.648.974 $+463.026 $2.185.948 $+825.989 $1.359.959 $+305.052 $1.054.907 $+1.054.907 $
NICOLET BANKSHARES INCNIC2.450.954 $+124.970 $2.325.984 $+29.476 $2.296.508 $+349.826 $1.946.682 $+1.946.682 $
EXXON MOBIL CORPXOM1.226.746 $+77.372 $1.149.374 $+50.460 $1.098.914 $-112.270 $1.211.184 $+1.211.184 $
DIAGEO PLCDEO1.159.014 $-63.268 $1.222.282 $+1.222.282 $
KLA CORPKLAC1.154.326 $+87.590 $1.066.736 $-7.257 $1.073.993 $+258.912 $815.081 $+815.081 $
GATX CORPGATX1.013.869 $-31.086 $1.044.955 $+126.973 $917.982 $-17.986 $935.968 $+935.968 $
LINDE PLCLIN1.036.555 $+1.036.555 $
CHEVRON CORPCVX598.571 $-51.991 $650.562 $-79.041 $729.603 $-137.677 $867.280 $+867.280 $
PEPSICO INCPEP612.636 $+55.279 $557.357 $-14.326 $571.683 $-77.032 $648.715 $+648.715 $
TransDigm Group INCTDG518.642 $+4.614 $514.028 $-79.022 $593.050 $+53.566 $539.484 $+539.484 $
Nebius Group N.V.NBIS436.522 $-142.230 $578.752 $+294.909 $283.843 $+283.843 $
iShares Bitcoin Trust ETFIBIT467.455 $-107.470 $574.925 $+148.903 $426.022 $+109.820 $316.202 $+316.202 $
Eaton Corp plcETN482.225 $-84.390 $566.615 $+26.132 $540.483 $+128.932 $411.551 $+411.551 $
COMCAST CORPCMCSA262.405 $-44.852 $307.257 $-121.452 $428.709 $-84.054 $512.763 $+512.763 $
HP INCHPQ300.780 $-66.825 $367.605 $-11.525 $379.130 $-50.065 $429.195 $+429.195 $
ROPER TECHNOLOGIES INCROP292.006 $-35.135 $327.141 $-44.707 $371.848 $-17.865 $389.713 $+389.713 $
Booking Holdings Inc.BKNG332.031 $-2.724 $334.755 $-53.125 $387.880 $+70.003 $317.877 $+317.877 $
CHIPOTLE MEXICAN GRILL INCCMG249.523 $-124.830 $374.353 $+49.644 $324.709 $+324.709 $
PROCTER & GAMBLE CoPG235.163 $+14.203 $220.960 $-107.915 $328.875 $-22.476 $351.351 $+351.351 $
Constellation Energy CorpCEG292.508 $+292.508 $
AT&T INC.T250.771 $-34.325 $285.096 $-7.066 $292.162 $+6.663 $285.499 $+285.499 $
Palo Alto Networks IncPANW276.300 $-4.696 $280.996 $-1.408 $282.404 $+46.920 $235.484 $+235.484 $
PALATIN TECHNOLOGIES INCPTNT270.180 $-8.011 $278.191 $+278.191 $
Hewlett Packard Enterprise CoHPE264.941 $-5.956 $270.897 $+45.333 $225.564 $+55.371 $170.193 $+170.193 $
LOCKHEED MARTIN CORPLMT250.058 $+5.944 $244.114 $+17.638 $226.476 $-6 $226.482 $+226.482 $
STATE STREET CORPSTT248.087 $+16.299 $231.788 $+19.320 $212.468 $+212.468 $
MORGAN STANLEYMS238.921 $+238.921 $
BOEING COBA232.584 $+1.382 $231.202 $+6.748 $224.454 $+224.454 $
3M COMMM232.354 $+7.141 $225.213 $+4.267 $220.946 $-4.088 $225.034 $+225.034 $
GOLDMAN SACHS GROUP INCGS203.928 $+203.928 $
Stagwell IncSTGW136.920 $-31.980 $168.900 $+33.900 $135.000 $-57.088 $192.088 $+192.088 $
Saba Capital Income & Opportunities FundBRW72.817 $-5.103 $77.920 $+77.920 $
Endava plcDAVA63.200 $+63.200 $
577.181.957 $+17.858.727 $559.572.753 $+37.957.231 $522.774.536 $+34.846.422 $488.167.035 $+488.167.035 $
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