Investments: Adalta Capital 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. ($)
223.802.845 $+6.150.959 $219.713.955 $+21.094.166 $198.725.089 $+12.687.979 $187.331.463 $+187.331.463 $
BANK OF AMERICA CORP /DE/BAC107.368.756 $+2.363.170 $105.005.586 $+9.026.507 $95.979.079 $+2.836.396 $93.142.683 $+93.142.683 $
MICROSOFT CORPMSFT21.873.165 $-1.709.617 $23.582.782 $+885.466 $22.697.316 $+4.512.298 $18.185.018 $+18.185.018 $
ALPHA PRO TECH LTDAPT17.328.896 $+3.663.127 $13.665.769 $+3.785.017 $9.880.752 $+1.392.409 $8.488.343 $+8.488.343 $
JPMORGAN CHASE & COJPM15.363.450 $+155.939 $15.207.511 $+1.230.370 $13.977.141 $+1.918.684 $12.058.457 $+12.058.457 $
PhenixFIN CorpPFX7.835.738 $-374.232 $8.209.970 $-409.176 $8.619.146 $-312.151 $8.931.297 $+8.931.297 $
AMERICAN EXPRESS COAXP8.598.748 $+826.204 $7.772.544 $+294.058 $7.478.486 $+917.702 $6.560.784 $+6.560.784 $
MERCADOLIBRE INCMELI4.294.403 $-769.746 $5.064.149 $-272.883 $5.337.032 $+1.327.994 $4.009.038 $+4.009.038 $
WEYERHAEUSER COWY3.967.649 $-511.458 $4.479.107 $-169.036 $4.648.143 $-648.814 $5.296.957 $+5.296.957 $
BERKSHIRE HATHAWAY INCBRK-B3.615.561 $+502.092 $3.113.469 $+105.095 $3.008.374 $-289.894 $3.298.268 $+3.298.268 $
JOHNSON & JOHNSONJNJ3.563.886 $+367.801 $3.196.085 $+410.383 $2.785.702 $-256.467 $3.042.169 $+3.042.169 $
FRANCO NEVADA CorpFNV2.851.758 $-304.202 $3.155.960 $+1.055.161 $2.100.799 $+116.961 $1.983.838 $+1.983.838 $
SOUTHERN COSO2.863.474 $-248.583 $3.112.057 $+100.584 $3.011.473 $-3.935 $3.015.408 $+3.015.408 $
Nu Holdings Ltd.NU3.065.094 $+196.102 $2.868.992 $+1.067.213 $1.801.779 $+882.258 $919.521 $+919.521 $
Duke Energy CORPDUK2.604.992 $-145.352 $2.750.344 $+308.216 $2.442.128 $-49.841 $2.491.969 $+2.491.969 $
APPFOLIO INCAPPF2.093.322 $+37.185 $2.056.137 $+1.014.899 $1.041.238 $-218.239 $1.259.477 $+1.259.477 $
BOEING COBA1.726.104 $-536 $1.726.640 $-12.459 $1.739.099 $+323.534 $1.415.565 $+1.415.565 $
Saba Capital Income & Opportunities FundBRW1.582.767 $+203.592 $1.379.175 $+611.863 $767.312 $+221.784 $545.528 $+545.528 $
CHEVRON CORPCVX1.366.965 $-25.831 $1.392.796 $+94.206 $1.298.590 $-218.563 $1.517.153 $+1.517.153 $
EXXON MOBIL CORPXOM977.281 $+61.638 $915.643 $+40.199 $875.444 $-90.387 $965.831 $+965.831 $
DEERE & CODE429.815 $+7.645 $422.170 $-87.940 $510.110 $-417.701 $927.811 $+927.811 $
BERKLEY W R CORPWRB890.875 $-35.078 $925.953 $+325.703 $600.250 $+72.243 $528.007 $+528.007 $
ELI LILLY & CoLLY887.686 $+351.297 $536.389 $+142.726 $393.663 $-27.551 $421.214 $+421.214 $
CONSOLIDATED EDISON INCED791.282 $-9.561 $800.843 $+1.355 $799.488 $-81.583 $881.071 $+881.071 $
COLGATE PALMOLIVE COCL696.166 $-16.099 $712.265 $-97.654 $809.919 $-24.948 $834.867 $+834.867 $
AppLovin CorpAPP804.765 $+804.765 $
EQT CorpEQT746.112 $+131.053 $615.059 $+230.147 $384.912 $-5.127 $390.039 $+390.039 $
Option Care Health, Inc.OPCH665.237 $+665.237 $
COMCAST CORPCMCSA664.200 $+664.200 $
PROCTER & GAMBLE CoPG540.279 $-41.901 $582.180 $-21.483 $603.663 $-42.058 $645.721 $+645.721 $
ENBRIDGE INCENB612.033 $-33.653 $645.686 $+65.771 $579.915 $+12.924 $566.991 $+566.991 $
HERSHEY COHSY587.977 $-50.986 $638.963 $+159.202 $479.761 $+269.565 $210.196 $+210.196 $
PG&E CorpPCG588.219 $+37.037 $551.182 $+41.599 $509.583 $-118.228 $627.811 $+627.811 $
CITIGROUP INCC602.150 $+7.056 $595.094 $+13.852 $581.242 $+23.782 $557.460 $+557.460 $
Amrize LtdAMRZ589.472 $+589.472 $
COCA COLA COKO393.244 $+17.325 $375.919 $-24.919 $400.838 $-4.893 $405.731 $+405.731 $
Enovix CorpENVX359.888 $+359.888 $
COMMERCIAL METALS CoCMC315.989 $+54.506 $261.483 $+37.387 $224.096 $+13.239 $210.857 $+210.857 $
PALATIN TECHNOLOGIES INCPTNT287.676 $+59.067 $228.609 $+65.970 $162.639 $+162.639 $
Sea LtdSE277.032 $+29.125 $247.907 $+45.647 $202.260 $+202.260 $
RTX CorpRTX238.420 $+20.891 $217.529 $+27.703 $189.826 $+17.628 $172.198 $+172.198 $
AMAZON COM INCAMZN223.895 $+10.912 $212.983 $+175 $212.808 $+28.256 $184.552 $+184.552 $
Brookfield Renewable CorpBEPC219.880 $+22.481 $197.399 $+8.193 $189.206 $+23.864 $165.342 $+165.342 $
MICRON TECHNOLOGY INCMU214.144 $+38.458 $175.686 $+175.686 $
INTUITIVE SURGICAL INCISRG212.385 $+44.674 $167.711 $-36.068 $203.779 $+18.053 $185.726 $+185.726 $
AbbVie Inc.ABBV204.956 $-7.135 $212.091 $+42.063 $170.028 $-21.892 $191.920 $+191.920 $
LOEWS CORPL210.620 $+60.035 $150.585 $+13.095 $137.490 $+137.490 $
Grayscale Bitcoin Mini Trust ETFBTC202.520 $+11.520 $191.000 $+191.000 $
CURTISS WRIGHT CORPCW191.199 $+19.145 $172.054 $+172.054 $
AT&T INC.T163.366 $-4.050 $167.416 $+3.819 $163.597 $+163.597 $
DIAGEO PLCDEO135.511 $-7.682 $143.193 $-7.909 $151.102 $+151.102 $
ADVANCED MICRO DEVICES INCAMD146.918 $+146.918 $
MORGAN STANLEYMS123.347 $+123.347 $
Sportradar Group AGSRAD105.300 $-17.394 $122.694 $+122.694 $
223.802.845 $+6.150.959 $219.713.955 $+21.094.166 $198.725.089 $+12.687.979 $187.331.463 $+187.331.463 $
Erweiterte Einstellungen ×