Investments: Successful Portfolios LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
162.901.275 $+21.952.373 $141.678.965 $+141.678.965 $
BANK OF AMERICA CORP /DE/BAC87.644.353 $+11.800.286 $75.844.067 $+75.844.067 $
MICROSOFT CORPMSFT5.878.217 $-405.869 $6.284.086 $+6.284.086 $
Walmart Inc.WMT6.208.777 $+830.845 $5.377.932 $+5.377.932 $
NVIDIA CORPNVDA5.369.108 $-362.839 $5.731.947 $+5.731.947 $
ALPHA PRO TECH LTDAPT5.695.048 $+1.567.682 $4.127.366 $+4.127.366 $
APPFOLIO INCAPPF5.252.813 $+331.845 $4.920.968 $+4.920.968 $
AMAZON COM INCAMZN3.407.377 $+552.340 $2.855.037 $+2.855.037 $
Sony Group CorpSONY2.316.225 $-372.780 $2.689.005 $+2.689.005 $
Duke Energy CORPDUK1.801.277 $-633.678 $2.434.955 $+2.434.955 $
VALLEY NATIONAL BANCORPVLY1.963.095 $+1.963.095 $
ADVANCED MICRO DEVICES INCAMD1.705.457 $+322.276 $1.383.181 $+1.383.181 $
MICRON TECHNOLOGY INCMU1.700.011 $+868.901 $831.110 $+831.110 $
AbbVie Inc.ABBV1.524.899 $+17.443 $1.507.456 $+1.507.456 $
PROCTER & GAMBLE CoPG1.409.817 $-104.913 $1.514.730 $+1.514.730 $
ELI LILLY & CoLLY1.407.183 $+370.226 $1.036.957 $+1.036.957 $
BlackRock, Inc.BLK1.372.049 $+192.474 $1.179.575 $+1.179.575 $
RTX CorpRTX1.362.781 $+147.889 $1.214.892 $+1.214.892 $
MCDONALDS CORPMCD1.361.392 $+6.719 $1.354.673 $+1.354.673 $
COCA COLA COKO1.194.465 $+72.779 $1.121.686 $+1.121.686 $
EXXON MOBIL CORPXOM1.159.976 $+165.467 $994.509 $+994.509 $
NEXTERA ENERGY INCNEE1.054.854 $+159.728 $895.126 $+895.126 $
JOHNSON & JOHNSONJNJ1.035.487 $+189.062 $846.425 $+846.425 $
Walt Disney CoDIS1.004.700 $-16.202 $1.020.902 $+1.020.902 $
JPMORGAN CHASE & COJPM1.016.835 $+81.909 $934.926 $+934.926 $
SPS COMMERCE INCSPSC950.794 $+231.323 $719.471 $+719.471 $
BERKSHIRE HATHAWAY INCBRK-B864.441 $+864.441 $
SOUTHERN COSO800.118 $+21.182 $778.936 $+778.936 $
CHEVRON CORPCVX775.619 $+52.272 $723.347 $+723.347 $
GENERAL ELECTRIC COGE679.817 $+66.648 $613.169 $+613.169 $
Constellation Energy CorpCEG639.256 $+26.199 $613.057 $+613.057 $
PALATIN TECHNOLOGIES INCPTNT601.869 $-22.007 $623.876 $+623.876 $
CONOCOPHILLIPSCOP460.853 $-131.538 $592.391 $+592.391 $
PEPSICO INCPEP587.752 $-4.614 $592.366 $+592.366 $
GOLDMAN SACHS GROUP INCGS519.256 $+235.755 $283.501 $+283.501 $
3M COMMM509.347 $+124.118 $385.229 $+385.229 $
AT&T INC.T422.143 $-82.784 $504.927 $+504.927 $
FREEPORT-MCMORAN INCFCX471.291 $+110.232 $361.059 $+361.059 $
BARRICK MINING CORPB456.225 $+218.826 $237.399 $+237.399 $
AMGEN INCAMGN449.040 $+60.451 $388.589 $+388.589 $
Phillips 66PSX433.513 $+86.244 $347.269 $+347.269 $
FIFTH THIRD BANCORPFITB430.785 $+430.785 $
ORACLE CORPORCL305.324 $-114.567 $419.891 $+419.891 $
TORONTO DOMINION BANKTD418.785 $+158.345 $260.440 $+260.440 $
CSX CORPCSX414.656 $-3.545 $418.201 $+418.201 $
UNITEDHEALTH GROUP INCUNH410.742 $+8.871 $401.871 $+401.871 $
INTEL CORPINTC396.968 $+112.061 $284.907 $+284.907 $
BHP Group LtdBHP377.880 $+88.008 $289.872 $+289.872 $
UNITED PARCEL SERVICE INCUPS366.592 $+122.099 $244.493 $+244.493 $
PAYCHEX INCPAYX309.041 $-44.556 $353.597 $+353.597 $
PFIZER INCPFE345.317 $+7.963 $337.354 $+337.354 $
CITIGROUP INCC328.318 $+53.739 $274.579 $+274.579 $
AUTOZONE INCAZO256.588 $-69.470 $326.058 $+326.058 $
BP PLCBP323.190 $-19 $323.209 $+323.209 $
CATERPILLAR INCCAT321.913 $+119.601 $202.312 $+202.312 $
INTUITIVE SURGICAL INCISRG319.501 $+82.469 $237.032 $+237.032 $
MCKESSON CORPMCK307.655 $+11.000 $296.655 $+296.655 $
ENBRIDGE INCENB287.214 $+287.214 $
PPL CorpPPL268.009 $-16.723 $284.732 $+284.732 $
ARES CAPITAL CORPARCC284.365 $+49.664 $234.701 $+234.701 $
Shell plcSHEL269.437 $-2.663 $272.100 $+272.100 $
EMERSON ELECTRIC COEMR264.242 $+21.104 $243.138 $+243.138 $
VERIZON COMMUNICATIONS INCVZ250.076 $-3.957 $254.033 $+254.033 $
EXELON CORPEXC237.648 $-8.935 $246.583 $+246.583 $
ATI INCATI244.600 $+244.600 $
JABIL INCJBL226.602 $-14.891 $241.493 $+241.493 $
CIENA CORPCIEN230.560 $+230.560 $
COGNEX CORPCGNX226.500 $+226.500 $
EQUITY RESIDENTIALEQR221.116 $+14.192 $206.924 $+206.924 $
WESTERN DIGITAL CORPWDC220.506 $+220.506 $
Mastercard IncMA219.281 $+219.281 $
Public StoragePSA216.349 $+216.349 $
WELLTOWER INC.WELL207.119 $+6.718 $200.401 $+200.401 $
CHIPOTLE MEXICAN GRILL INCCMG202.756 $+202.756 $
Bank of New York Mellon CorpBK200.400 $+200.400 $
FORD MOTOR COF167.242 $+28.812 $138.430 $+138.430 $
B2GOLD CORPBTG86.531 $-3.268 $89.799 $+89.799 $
162.901.275 $+21.952.373 $141.678.965 $+141.678.965 $
Erweiterte Einstellungen ×