Investments: Covenant Asset 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. ($)
821.177.595 $-4.818.425 $863.190.486 $+210.833.411 $656.927.627 $+223.742.156 $436.328.036 $+436.328.036 $
BANK OF AMERICA CORP /DE/BAC337.509.973 $-79.720.931 $417.230.904 $+108.780.084 $308.450.820 $+107.163.792 $201.287.028 $+201.287.028 $
Booking Holdings Inc.BKNG163.873.098 $+34.290.618 $129.582.480 $+71.690.080 $57.892.400 $+57.892.400 $
NVIDIA CORPNVDA49.103.843 $-1.453.784 $50.557.627 $+5.240.067 $45.317.560 $+14.226.748 $31.090.812 $+31.090.812 $
KLA CORPKLAC39.352.796 $+31.352.819 $7.999.977 $+1.408.226 $6.591.751 $-1.700.450 $8.292.201 $+8.292.201 $
MERCADOLIBRE INCMELI31.527.658 $-6.304.637 $37.832.295 $+37.832.295 $
MICROSOFT CORPMSFT33.019.882 $-2.119.142 $35.139.024 $+1.328.324 $33.810.700 $+4.640.682 $29.170.018 $+29.170.018 $
NETFLIX INCNFLX17.334.537 $-4.741.177 $22.075.714 $+7.550.170 $14.525.544 $-4.544.695 $19.070.239 $+19.070.239 $
APPFOLIO INCAPPF21.851.857 $+696.193 $21.155.664 $+3.318.023 $17.837.641 $-2.755.946 $20.593.587 $+20.593.587 $
ALPHA PRO TECH LTDAPT21.623.117 $+6.903.153 $14.719.964 $+4.316.615 $10.403.349 $-3.025.709 $13.429.058 $+13.429.058 $
AMAZON COM INCAMZN20.705.016 $+876.527 $19.828.489 $+229.283 $19.599.206 $+2.619.832 $16.979.374 $+16.979.374 $
ELI LILLY & CoLLY17.013.921 $+10.257.086 $6.756.835 $-66.091 $6.822.926 $-305.186 $7.128.112 $+7.128.112 $
CHIPOTLE MEXICAN GRILL INCCMG308.825 $-14.026.130 $14.334.955 $+14.334.955 $
Palo Alto Networks IncPANW9.255.767 $-1.091.888 $10.347.655 $-81.917 $10.429.572 $+1.770.248 $8.659.324 $+8.659.324 $
JPMORGAN CHASE & COJPM9.060.818 $+90.963 $8.969.855 $+729.183 $8.240.672 $+1.340.565 $6.900.107 $+6.900.107 $
ASML HOLDING NVASML8.861.651 $+809.078 $8.052.573 $+1.439.502 $6.613.071 $+1.113.242 $5.499.829 $+5.499.829 $
RHRH1.003.599 $-5.518.853 $6.522.452 $+4.689.055 $1.833.397 $+1.833.397 $
GENERAL ELECTRIC COGE6.520.380 $+239.258 $6.281.122 $+2.270.213 $4.010.909 $+4.010.909 $
ORACLE CORPORCL4.248.592 $-2.141.902 $6.390.494 $+3.454.170 $2.936.324 $+1.055.381 $1.880.943 $+1.880.943 $
INTUITIVE SURGICAL INCISRG1.118.561 $+235.281 $883.280 $-5.099.665 $5.982.945 $+570.139 $5.412.806 $+5.412.806 $
TransDigm Group INCTDG5.251.578 $+40.126 $5.211.452 $-743.375 $5.954.827 $+548.929 $5.405.898 $+5.405.898 $
AMERICAN EXPRESS COAXP5.750.873 $+679.454 $5.071.419 $+348.601 $4.722.818 $+4.030.552 $692.266 $+692.266 $
GOLDMAN SACHS GROUP INCGS5.658.123 $+635.543 $5.022.580 $+650.100 $4.372.480 $+3.825.643 $546.837 $+546.837 $
Sea LtdSE5.255.199 $+3.003.723 $2.251.476 $+2.251.476 $
MORGAN STANLEYMS3.504.338 $+237.562 $3.266.776 $+360.723 $2.906.053 $-2.166.755 $5.072.808 $+5.072.808 $
AbbVie Inc.ABBV4.899.740 $-141.581 $5.041.321 $+972.159 $4.069.162 $-567.097 $4.636.259 $+4.636.259 $
BOSTON SCIENTIFIC CORPBSX3.808.375 $-121.233 $3.929.608 $-340.907 $4.270.515 $+365.651 $3.904.864 $+3.904.864 $
STRYKER CORPSYK4.261.727 $+201.224 $4.060.503 $+4.060.503 $
STIFEL FINANCIAL CORPSF4.052.871 $+490.820 $3.562.051 $+409.629 $3.152.422 $+3.152.422 $
JOHNSON & JOHNSONJNJ2.806.758 $+252.457 $2.554.301 $+416.276 $2.138.025 $-228.792 $2.366.817 $+2.366.817 $
ARGAN INCAGX2.748.444 $+2.748.444 $
ANALOG DEVICES INCADI2.499.922 $+2.499.922 $
DECKERS OUTDOOR CORPDECK2.306.753 $+2.306.753 $
PALATIN TECHNOLOGIES INCPTNT2.199.296 $-52.309 $2.251.605 $+458.363 $1.793.242 $+1.454.920 $338.322 $+338.322 $
Strategy IncMSTR853.352 $-918.803 $1.772.155 $-451.110 $2.223.265 $+637.780 $1.585.485 $+1.585.485 $
STARBUCKS CORPSBUX694.144 $-1.047.094 $1.741.238 $-148.906 $1.890.144 $-88.920 $1.979.064 $+1.979.064 $
Eaton Corp plcETN1.558.151 $-266.692 $1.824.843 $+83.088 $1.741.755 $+460.892 $1.280.863 $+1.280.863 $
RTX CorpRTX1.617.222 $+188.893 $1.428.329 $+203.221 $1.225.108 $+380.013 $845.095 $+845.095 $
CATERPILLAR INCCAT1.548.468 $+258.254 $1.290.214 $+222.636 $1.067.578 $+123.690 $943.888 $+943.888 $
FASTENAL COFAST1.145.953 $-274.050 $1.420.003 $+165.967 $1.254.036 $+88.537 $1.165.499 $+1.165.499 $
CHEVRON CORPCVX1.164.413 $-50.266 $1.214.679 $+68.872 $1.145.807 $-194.688 $1.340.495 $+1.340.495 $
AMGEN INCAMGN1.112.527 $+152.764 $959.763 $-28.362 $988.125 $-245.302 $1.233.427 $+1.233.427 $
AFLAC INCAFL1.099.944 $-14.264 $1.114.208 $+42.734 $1.071.474 $-58.217 $1.129.691 $+1.129.691 $
PAYCHEX INCPAYX617.888 $-139.250 $757.138 $-238.682 $995.820 $-60.381 $1.056.201 $+1.056.201 $
PEPSICO INCPEP431.852 $-65.727 $497.579 $+29.761 $467.818 $-63.420 $531.238 $+531.238 $
Vertiv Holdings CoVRT511.610 $+511.610 $
WELLTOWER INC.WELL501.333 $+27.658 $473.675 $+64.906 $408.769 $+1.383 $407.386 $+407.386 $
TORONTO DOMINION BANKTD484.377 $+73.274 $411.103 $+33.423 $377.680 $+56.521 $321.159 $+321.159 $
BlackRock, Inc.BLK447.078 $+23.886 $423.192 $+7.988 $415.204 $-3.815 $419.019 $+419.019 $
NEXTERA ENERGY INCNEE429.900 $+25.651 $404.249 $+58.190 $346.059 $-7.328 $353.387 $+353.387 $
LOCKHEED MARTIN CORPLMT386.453 $-12.416 $398.869 $+28.820 $370.049 $+13.127 $356.922 $+356.922 $
ADVANCED MICRO DEVICES INCAMD390.659 $+105.561 $285.098 $+35.049 $250.049 $+250.049 $
ASTRAZENECA PLCAZN380.039 $+62.878 $317.161 $+21.289 $295.872 $-15.327 $311.199 $+311.199 $
AppLovin CorpAPP378.014 $+378.014 $
PROCTER & GAMBLE CoPG248.787 $-17.950 $266.737 $-9.843 $276.580 $-91.357 $367.937 $+367.937 $
MCCORMICK & CO INCMKC301.728 $+5.316 $296.412 $-39.471 $335.883 $-28.751 $364.634 $+364.634 $
UNITEDHEALTH GROUP INCUNH324.202 $+324.202 $
WILLIAMS SONOMA INCWSM268.778 $-25.375 $294.153 $+48.281 $245.872 $+8.247 $237.625 $+237.625 $
Walmart Inc.WMT247.716 $+247.716 $
LAM RESEARCH CORPLRCX231.093 $+231.093 $
SOUTHERN COSO208.494 $+6.468 $202.026 $-264 $202.290 $+202.290 $
AGNICO EAGLE MINES LTDAEM203.115 $+203.115 $
821.177.595 $-4.818.425 $863.190.486 $+210.833.411 $656.927.627 $+223.742.156 $436.328.036 $+436.328.036 $
Erweiterte Einstellungen ×