Investments: FORTRESS PRIVATE LEDGER, 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. ($)
287.479.859 $+27.798.013 $260.392.132 $+52.220.017 $208.569.357 $+39.124.624 $169.444.733 $+169.444.733 $
BANK OF AMERICA CORP /DE/BAC113.781.940 $+9.889.186 $103.892.754 $+19.922.697 $83.970.057 $+10.685.321 $73.284.736 $+73.284.736 $
PALATIN TECHNOLOGIES INCPTNT47.148.365 $-253.107 $47.401.472 $+11.446.799 $35.954.673 $+13.098.056 $22.856.617 $+22.856.617 $
NVIDIA CORPNVDA17.417.959 $+1.217.022 $16.200.937 $+3.475.999 $12.724.938 $+4.246.527 $8.478.411 $+8.478.411 $
APPFOLIO INCAPPF14.357.661 $+1.656.457 $12.701.204 $+2.307.228 $10.393.976 $-867.686 $11.261.662 $+11.261.662 $
MICROSOFT CORPMSFT9.269.411 $+461.747 $8.807.664 $+2.431.039 $6.376.625 $+1.719.068 $4.657.557 $+4.657.557 $
SPS COMMERCE INCSPSC7.575.466 $+1.818.629 $5.756.837 $+1.595.907 $4.160.930 $+762.607 $3.398.323 $+3.398.323 $
ALPHA PRO TECH LTDAPT5.676.509 $+2.024.374 $3.652.135 $+1.533.899 $2.118.236 $+289.106 $1.829.130 $+1.829.130 $
AMAZON COM INCAMZN4.037.273 $+670.167 $3.367.106 $-62.179 $3.429.285 $+653.772 $2.775.513 $+2.775.513 $
ELI LILLY & CoLLY3.950.056 $+1.641.994 $2.308.062 $+82.824 $2.225.238 $-108.242 $2.333.480 $+2.333.480 $
MORGAN STANLEYMS2.848.161 $-307.688 $3.155.849 $-346.836 $3.502.685 $+732.954 $2.769.731 $+2.769.731 $
iShares Bitcoin Trust ETFIBIT2.301.873 $-1.024.437 $3.326.310 $+719.131 $2.607.179 $+1.067.785 $1.539.394 $+1.539.394 $
CITIGROUP INCC2.524.586 $+358.090 $2.166.496 $+638.799 $1.527.697 $+17.988 $1.509.709 $+1.509.709 $
EZCORP INCEZPW2.214.754 $-88.210 $2.302.964 $+589.700 $1.713.264 $-300.564 $2.013.828 $+2.013.828 $
BERKSHIRE HATHAWAY INCBRK-B1.843.218 $+128.372 $1.714.846 $-411.855 $2.126.701 $-120.787 $2.247.488 $+2.247.488 $
GOLDMAN SACHS GROUP INCGS2.078.389 $+556.606 $1.521.783 $+425.009 $1.096.774 $+426.803 $669.971 $+669.971 $
JPMORGAN CHASE & COJPM2.075.878 $+412.609 $1.663.269 $+149.068 $1.514.201 $+256.890 $1.257.311 $+1.257.311 $
MCDONALDS CORPMCD1.909.306 $+286.230 $1.623.076 $+125.458 $1.497.618 $-91.757 $1.589.375 $+1.589.375 $
EXXON MOBIL CORPXOM1.817.804 $+310.410 $1.507.394 $+111.557 $1.395.837 $-63.061 $1.458.898 $+1.458.898 $
ORACLE CORPORCL1.510.973 $-243.876 $1.754.849 $+615.391 $1.139.458 $+504.774 $634.684 $+634.684 $
CHEVRON CORPCVX1.522.807 $-6.227 $1.529.034 $+59.674 $1.469.360 $-225.538 $1.694.898 $+1.694.898 $
BOEING COBA1.674.212 $+276.929 $1.397.283 $+236.906 $1.160.377 $+313.426 $846.951 $+846.951 $
Walmart Inc.WMT1.665.475 $+327.715 $1.337.760 $+76.194 $1.261.566 $+96.950 $1.164.616 $+1.164.616 $
AAR CORPAIR1.386.153 $-67.218 $1.453.371 $+329.342 $1.124.029 $+181.717 $942.312 $+942.312 $
JOHNSON & JOHNSONJNJ1.306.187 $+180.164 $1.126.023 $+196.576 $929.447 $-89.513 $1.018.960 $+1.018.960 $
Duke Energy CORPDUK1.244.792 $-16.016 $1.260.808 $+130.878 $1.129.930 $-36.154 $1.166.084 $+1.166.084 $
Bank of New York Mellon CorpBK1.155.604 $+204.251 $951.353 $+260.953 $690.400 $+220.328 $470.072 $+470.072 $
MSA Safety IncMSA1.121.811 $-27.698 $1.149.509 $+43.476 $1.106.033 $+107.514 $998.519 $+998.519 $
BARRICK MINING CORPB1.122.414 $+423.987 $698.427 $+301.868 $396.559 $+396.559 $
RTX CorpRTX1.064.637 $+517.444 $547.193 $+132.907 $414.286 $+1.599 $412.687 $+412.687 $
BARCLAYS PLCBCS1.028.858 $+10.873 $1.017.985 $+26.930 $991.055 $+39.465 $951.590 $+951.590 $
Eaton Corp plcETN874.947 $-153.118 $1.028.065 $+62.764 $965.301 $+199.556 $765.745 $+765.745 $
BECTON DICKINSON & COBDX954.165 $+86.205 $867.960 $+284.776 $583.184 $+270.785 $312.399 $+312.399 $
GENERAL DYNAMICS CORPGD946.348 $+133.694 $812.654 $+155.155 $657.499 $+66.390 $591.109 $+591.109 $
CUMMINS INCCMI920.325 $+267.257 $653.068 $+200.621 $452.447 $+145.761 $306.686 $+306.686 $
AbbVie Inc.ABBV880.864 $+255.599 $625.265 $+193.950 $431.315 $-52.121 $483.436 $+483.436 $
WILLIS TOWERS WATSON PLCWTW879.005 $+236.813 $642.192 $+171.714 $470.478 $+98.395 $372.083 $+372.083 $
GENERAL ELECTRIC COGE877.640 $+308.258 $569.382 $+282.093 $287.289 $+82.047 $205.242 $+205.242 $
CATERPILLAR INCCAT852.334 $+283.169 $569.165 $+115.996 $453.169 $+94.885 $358.284 $+358.284 $
Medtronic plcMDT849.747 $+235.449 $614.298 $+165.896 $448.402 $+92.646 $355.756 $+355.756 $
IMPERIAL OIL LTDIMO826.763 $+139.498 $687.265 $+217.618 $469.647 $+162.359 $307.288 $+307.288 $
MICRON TECHNOLOGY INCMU794.581 $+794.581 $
AMERICAN EXPRESS COAXP768.510 $+251.909 $516.601 $+78.307 $438.294 $+136.470 $301.824 $+301.824 $
Vertiv Holdings CoVRT765.173 $+196.582 $568.591 $+301.627 $266.964 $+266.964 $
NETFLIX INCNFLX588.813 $-140.130 $728.943 $+205.343 $523.600 $+291.400 $232.200 $+232.200 $
COMCAST CORPCMCSA497.536 $-216.333 $713.869 $+42.734 $671.135 $+129.791 $541.344 $+541.344 $
ADVANCED MICRO DEVICES INCAMD699.661 $+267.358 $432.303 $+223.284 $209.019 $+209.019 $
LAM RESEARCH CORPLRCX689.144 $+150.943 $538.201 $+538.201 $
Parker-Hannifin CorpPH673.072 $+141.457 $531.615 $+55.638 $475.977 $+76.740 $399.237 $+399.237 $
DOLLAR GENERAL CORPDG627.464 $+258.173 $369.291 $+54.497 $314.794 $+314.794 $
VERIZON COMMUNICATIONS INCVZ575.444 $-38.834 $614.278 $+15.555 $598.723 $+155.862 $442.861 $+442.861 $
AT&T INC.T565.746 $-17.011 $582.757 $+5.913 $576.844 $-31.149 $607.993 $+607.993 $
SOUTHERN COSO559.425 $-23.312 $582.737 $+17.269 $565.468 $+31.917 $533.551 $+533.551 $
3M COMMM552.308 $-2.036 $554.344 $+7.623 $546.721 $+169.492 $377.229 $+377.229 $
Lloyds Banking Group plcLYG540.551 $+208.955 $331.596 $+85.171 $246.425 $+99.699 $146.726 $+146.726 $
Shell plcSHEL540.263 $+226.061 $314.202 $+85.833 $228.369 $+228.369 $
PROCTER & GAMBLE CoPG381.819 $-102.998 $484.817 $-12.642 $497.459 $-24.450 $521.909 $+521.909 $
UNILEVER PLCUL492.658 $-17.929 $510.587 $+102.766 $407.821 $+121.778 $286.043 $+286.043 $
Walt Disney CoDIS487.799 $+54.807 $432.992 $+9.087 $423.905 $+80.182 $343.723 $+343.723 $
ROYAL BANK OF CANADARY480.213 $+65.262 $414.951 $+44.419 $370.532 $+53.038 $317.494 $+317.494 $
ANALOG DEVICES INCADI477.562 $+127.322 $350.240 $+64.806 $285.434 $+285.434 $
STARBUCKS CORPSBUX470.219 $+470.219 $
LOCKHEED MARTIN CORPLMT460.425 $-1.266 $461.691 $+18.194 $443.497 $+42.517 $400.980 $+400.980 $
COCA COLA COKO458.324 $+79.485 $378.839 $-8.488 $387.327 $+45.735 $341.592 $+341.592 $
UNITEDHEALTH GROUP INCUNH421.433 $+66.530 $354.903 $+91.292 $263.611 $-15.726 $279.337 $+279.337 $
Mastercard IncMA398.474 $+79.372 $319.102 $-80 $319.182 $+10.042 $309.140 $+309.140 $
DEERE & CODE397.242 $+80.855 $316.387 $+316.387 $
CONOCOPHILLIPSCOP335.024 $-9.702 $344.726 $+2.724 $342.002 $-41.841 $383.843 $+383.843 $
PFIZER INCPFE261.891 $-31.023 $292.914 $+15.890 $277.024 $-101.660 $378.684 $+378.684 $
Otis Worldwide CorpOTIS370.985 $+78.200 $292.785 $+5.458 $287.327 $+79.585 $207.742 $+207.742 $
COLGATE PALMOLIVE COCL282.233 $-87.819 $370.052 $+1.142 $368.910 $+69.968 $298.942 $+298.942 $
ENBRIDGE INCENB345.876 $-24.115 $369.991 $+19.606 $350.385 $+11.796 $338.589 $+338.589 $
TARGET CORPTGT290.122 $-59.609 $349.731 $-8.331 $358.062 $+358.062 $
Haleon plcHLN349.346 $-4.950 $354.296 $+55.790 $298.506 $+128.910 $169.596 $+169.596 $
Strategy IncMSTR262.923 $-63.291 $326.214 $+326.214 $
abrdn Gold ETF TrustSGOL325.764 $+123.309 $202.455 $+202.455 $
Accenture plcACN309.887 $+38.874 $271.013 $-53.880 $324.893 $+26.271 $298.622 $+298.622 $
LAS VEGAS SANDS CORPLVS314.905 $+314.905 $
EQUITY RESIDENTIALEQR249.690 $-31.269 $280.959 $+50.496 $230.463 $+230.463 $
METLIFE INCMET279.163 $+16.600 $262.563 $+36.199 $226.364 $+226.364 $
FREEPORT-MCMORAN INCFCX259.638 $+259.638 $
GTS SECURITIES LLC257.267 $+257.267 $
PEPSICO INCPEP238.272 $-11.880 $250.152 $+32.856 $217.296 $-251 $217.547 $+217.547 $
AMGEN INCAMGN246.422 $+246.422 $
Noble Corp plcNE240.774 $+240.774 $
HALLIBURTON COHAL234.812 $+234.812 $
FIFTH THIRD BANCORPFITB232.471 $+26.279 $206.192 $+206.192 $
SanofiSNY230.289 $+230.289 $
CSX CORPCSX229.575 $+16.734 $212.841 $+212.841 $
BlackRock, Inc.BLK217.074 $+217.074 $
ASTRONICS CORPATRO209.855 $+209.855 $
AES CORPAES154.600 $-16.059 $170.659 $+34.236 $136.423 $-24.640 $161.063 $+161.063 $
287.479.859 $+27.798.013 $260.392.132 $+52.220.017 $208.569.357 $+39.124.624 $169.444.733 $+169.444.733 $
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