Investments: Cordatus Wealth 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. ($)
422.704.583 $+11.003.493 $412.195.681 $+411.808.691 $395.478 $+56.264 $339.214 $+339.214 $
BANK OF AMERICA CORP /DE/BAC198.903.594 $+3.672.443 $195.231.151 $+195.043.691 $187.460 $+35.998 $151.462 $+151.462 $
APPFOLIO INCAPPF26.253.860 $+1.353.030 $24.900.830 $+24.880.773 $20.057 $-121 $20.178 $+20.178 $
MICROSOFT CORPMSFT23.060.681 $-1.358.878 $24.419.559 $+24.396.180 $23.379 $+5.729 $17.650 $+17.650 $
ALPHA PRO TECH LTDAPT17.345.902 $+3.983.692 $13.362.210 $+13.352.541 $9.669 $+2.462 $7.207 $+7.207 $
NVIDIA CORPNVDA15.859.507 $-328.377 $16.187.884 $+16.174.165 $13.719 $+4.320 $9.399 $+9.399 $
JPMORGAN CHASE & COJPM11.745.959 $+213.768 $11.532.191 $+11.521.615 $10.576 $+1.610 $8.966 $+8.966 $
Walmart Inc.WMT8.987.068 $+639.874 $8.347.194 $+8.339.258 $7.936 $+823 $7.113 $+7.113 $
AMAZON COM INCAMZN7.349.835 $+552.781 $6.797.054 $+6.790.332 $6.722 $+904 $5.818 $+5.818 $
JOHNSON & JOHNSONJNJ6.684.043 $+707.465 $5.976.578 $+5.971.621 $4.957 $-626 $5.583 $+5.583 $
MCDONALDS CORPMCD5.238.865 $+35.900 $5.202.965 $+5.197.967 $4.998 $-443 $5.441 $+5.441 $
GENERAL ELECTRIC COGE5.224.892 $+108.492 $5.116.400 $+5.112.025 $4.375 $+963 $3.412 $+3.412 $
BlackRock, Inc.BLK4.816.600 $+85.488 $4.731.112 $+4.725.593 $5.519 $+1.922 $3.597 $+3.597 $
ELI LILLY & CoLLY4.697.277 $+1.346.944 $3.350.333 $+3.346.939 $3.394 $-210 $3.604 $+3.604 $
CITIGROUP INCC4.659.661 $+594.542 $4.065.119 $+4.061.699 $3.420 $+563 $2.857 $+2.857 $
PROCTER & GAMBLE CoPG3.941.923 $-297.028 $4.238.951 $+4.234.535 $4.416 $-280 $4.696 $+4.696 $
LINDE PLCLIN3.738.758 $-429.842 $4.168.600 $+4.164.478 $4.122 $+32 $4.090 $+4.090 $
BERKSHIRE HATHAWAY INCBRK-B3.993.212 $+42.244 $3.950.968 $+3.947.175 $3.793 $-354 $4.147 $+4.147 $
AbbVie Inc.ABBV3.793.961 $-49.958 $3.843.919 $+3.840.856 $3.063 $-395 $3.458 $+3.458 $
ANALOG DEVICES INCADI3.762.801 $+349.889 $3.412.912 $+3.409.580 $3.332 $+525 $2.807 $+2.807 $
NETFLIX INCNFLX2.862.068 $-798.038 $3.660.106 $+3.656.020 $4.086 $+1.157 $2.929 $+2.929 $
Mastercard IncMA3.542.723 $+81.103 $3.461.620 $+3.458.227 $3.393 $+91 $3.302 $+3.302 $
CATERPILLAR INCCAT3.360.866 $+558.233 $2.802.633 $+2.800.368 $2.265 $+263 $2.002 $+2.002 $
SHERWIN WILLIAMS COSHW2.954.014 $-365.699 $3.319.713 $+3.318.393 $1.320 $-31 $1.351 $+1.351 $
RTX CorpRTX3.271.723 $+272.011 $2.999.712 $+2.997.107 $2.605 $+2.605 $
CHEVRON CORPCVX2.979.173 $-42.789 $3.021.962 $+3.019.145 $2.817 $-482 $3.299 $+3.299 $
NEXTERA ENERGY INCNEE2.897.339 $+178.763 $2.718.576 $+2.716.062 $2.514 $-46 $2.560 $+2.560 $
Accenture plcACN2.796.373 $+429.611 $2.366.762 $+2.363.710 $3.052 $-130 $3.182 $+3.182 $
AMGEN INCAMGN2.670.077 $+374.761 $2.295.316 $+2.293.022 $2.294 $-248 $2.542 $+2.542 $
PEPSICO INCPEP2.612.666 $+54.393 $2.558.273 $+2.555.846 $2.427 $-340 $2.767 $+2.767 $
PAYCHEX INCPAYX2.230.012 $-285.052 $2.515.064 $+2.512.145 $2.919 $-167 $3.086 $+3.086 $
EMERSON ELECTRIC COEMR2.405.697 $+3.132 $2.402.565 $+2.402.565 $
ATMOS ENERGY CORPATO2.288.714 $-39.884 $2.328.598 $+2.326.490 $2.108 $-1 $2.109 $+2.109 $
STARBUCKS CORPSBUX1.831.570 $-21.454 $1.853.024 $+1.850.978 $2.046 $-150 $2.196 $+2.196 $
Walt Disney CoDIS1.757.932 $+7.081 $1.750.851 $+1.748.976 $1.875 $+384 $1.491 $+1.491 $
Constellation Energy CorpCEG1.499.538 $+97.463 $1.402.075 $+1.400.694 $1.381 $+504 $877 $+877 $
Zoetis Inc.ZTS878.122 $-521.172 $1.399.294 $+1.397.785 $1.509 $-91 $1.600 $+1.600 $
COCA COLA COKO1.348.825 $+100.041 $1.248.784 $+1.247.457 $1.327 $-16 $1.343 $+1.343 $
AFLAC INCAFL1.302.942 $-14.683 $1.317.625 $+1.314.663 $2.962 $-152 $3.114 $+3.114 $
NICOLET BANKSHARES INCNIC1.120.606 $-100.045 $1.220.651 $+1.219.382 $1.269 $+156 $1.113 $+1.113 $
MANHATTAN ASSOCIATES INCMANH772.762 $-291.023 $1.063.785 $+1.062.762 $1.023 $+810 $213 $+213 $
ASML HOLDING NVASML1.021.680 $+90.397 $931.283 $+930.514 $769 $+123 $646 $+646 $
EXXON MOBIL CORPXOM893.629 $+68.181 $825.448 $+824.628 $820 $-102 $922 $+922 $
SAP SESAP755.667 $-108.998 $864.665 $+863.683 $982 $+93 $889 $+889 $
GOLDMAN SACHS GROUP INCGS817.470 $+99.163 $718.307 $+717.670 $637 $+130 $507 $+507 $
ROYAL BANK OF CANADARY806.894 $+77.541 $729.353 $+728.703 $650 $+80 $570 $+570 $
NOVARTIS AGNVS727.093 $+23.087 $704.006 $+703.343 $663 $+45 $618 $+618 $
Sony Group CorpSONY605.025 $-107.528 $712.553 $+711.910 $643 $+1 $642 $+642 $
Duke Energy CORPDUK606.988 $-31.686 $638.674 $+638.068 $606 $-23 $629 $+629 $
RIO TINTO PLCRIO622.441 $+88.705 $533.736 $+533.266 $470 $-25 $495 $+495 $
BHP Group LtdBHP605.661 $+26.445 $579.216 $+578.718 $498 $-15 $513 $+513 $
SOUTHERN COSO560.128 $-45.015 $605.143 $+604.558 $585 $-4 $589 $+589 $
CONOCOPHILLIPSCOP407.287 $-191.673 $598.960 $+598.386 $574 $-112 $686 $+686 $
UBS Group AGUBS589.818 $+51.160 $538.658 $+538.216 $442 $+35 $407 $+407 $
JABIL INCJBL553.605 $+25.487 $528.118 $+527.587 $531 $+201 $330 $+330 $
UNILEVER PLCUL498.910 $-36.656 $535.566 $+535.015 $551 $+7 $544 $+544 $
RELX PLCRELX432.948 $-100.499 $533.447 $+532.842 $605 $+30 $575 $+575 $
UNITED THERAPEUTICS CorpUTHR518.398 $+71.151 $447.247 $+446.942 $305 $-21 $326 $+326 $
EAST WEST BANCORP INCEWBC507.061 $+26.272 $480.789 $+480.333 $456 $+52 $404 $+404 $
BP PLCBP383.112 $-21.418 $404.530 $+404.180 $350 $-53 $403 $+403 $
Shell plcSHEL380.672 $-12.713 $393.385 $+393.008 $377 $-24 $401 $+401 $
AECOMACM274.786 $-100.268 $375.054 $+374.729 $325 $+59 $266 $+266 $
NEUROCRINE BIOSCIENCES INCNBIX366.302 $+4.446 $361.856 $+361.533 $323 $+40 $283 $+283 $
REINSURANCE GROUP OF AMERICA INCRGA348.689 $+20.384 $328.305 $+327.971 $334 $+3 $331 $+331 $
ASTRAZENECA PLCAZN309.502 $+24.357 $285.145 $+284.891 $254 $-24 $278 $+278 $
SanofiSNY306.040 $+98.234 $207.806 $+207.409 $397 $-70 $467 $+467 $
INTEL CORPINTC304.644 $+82.937 $221.707 $+221.478 $229 $+229 $
TotalEnergies SETTE300.903 $+7.914 $292.989 $+292.690 $299 $+299 $
DECKERS OUTDOOR CORPDECK300.529 $+7.206 $293.323 $+293.027 $296 $-24 $320 $+320 $
Strategy IncMSTR273.878 $+273.534 $344 $+99 $245 $+245 $
LOCKHEED MARTIN CORPLMT218.132 $-30.471 $248.603 $+246.525 $2.078 $+72 $2.006 $+2.006 $
MICROCHIP TECHNOLOGY INCMCHP238.428 $-1.871 $240.299 $+240.040 $259 $+259 $
WATSCO INCWSO220.713 $+220.474 $239 $-35 $274 $+274 $
UNITEDHEALTH GROUP INCUNH1.531 $-4.076 $5.607 $+5.607 $
COLGATE PALMOLIVE COCL2.094 $-52 $2.146 $+2.146 $
FACTSET RESEARCH SYSTEMS INCFDS1.891 $-11 $1.902 $+1.902 $
TARGET CORPTGT1.693 $+1.693 $
UNITED PARCEL SERVICE INCUPS1.279 $-153 $1.432 $+1.432 $
422.704.583 $+11.003.493 $412.195.681 $+411.808.691 $395.478 $+56.264 $339.214 $+339.214 $
Erweiterte Einstellungen ×