Investments: Fulcrum Capital 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. ($)
450.233.221 $+11.506.195 $440.236.193 $+13.186.165 $427.050.028 $+33.045.886 $397.676.310 $+397.676.310 $
BANK OF AMERICA CORP /DE/BAC174.071.942 $-744.592 $174.816.534 $+1.790.670 $173.025.864 $+16.116.529 $156.909.335 $+156.909.335 $
MICROSOFT CORPMSFT37.244.756 $-2.186.612 $39.431.368 $+336.096 $39.095.272 $+9.550.037 $29.545.235 $+29.545.235 $
APPFOLIO INCAPPF27.480.406 $+1.340.633 $26.139.773 $+4.548.546 $21.591.227 $-11.619.120 $33.210.347 $+33.210.347 $
ALPHA PRO TECH LTDAPT32.844.351 $+6.236.316 $26.608.035 $+6.202.421 $20.405.614 $+2.910.956 $17.494.658 $+17.494.658 $
AMAZON COM INCAMZN24.919.789 $+1.525.484 $23.394.305 $+489.111 $22.905.194 $+3.380.142 $19.525.052 $+19.525.052 $
NVIDIA CORPNVDA24.053.092 $-29.908 $24.083.000 $+1.742.108 $22.340.892 $+3.393.467 $18.947.425 $+18.947.425 $
Trane Technologies plcTT14.417.298 $-782.272 $15.199.570 $-2.960.003 $18.159.573 $+3.993.497 $14.166.076 $+14.166.076 $
Mastercard IncMA15.974.583 $+616.514 $15.358.069 $+261.935 $15.096.134 $+310.995 $14.785.139 $+14.785.139 $
NETFLIX INCNFLX11.228.791 $-2.404.128 $13.632.919 $-1.693.424 $15.326.343 $+4.719.747 $10.606.596 $+10.606.596 $
JPMORGAN CHASE & COJPM14.568.830 $+248.404 $14.320.426 $+735.684 $13.584.742 $+1.672.754 $11.911.988 $+11.911.988 $
LAM RESEARCH CORPLRCX13.355.977 $+2.931.728 $10.424.249 $+2.832.897 $7.591.352 $+2.205.154 $5.386.198 $+5.386.198 $
UNITEDHEALTH GROUP INCUNH8.393.608 $-265.971 $8.659.579 $+791.963 $7.867.616 $-4.708.954 $12.576.570 $+12.576.570 $
Edwards Lifesciences CorpEW11.698.005 $+1.287.091 $10.410.914 $+156.879 $10.254.035 $+1.102.203 $9.151.832 $+9.151.832 $
Zoetis Inc.ZTS7.940.830 $-816.028 $8.756.858 $-37.638 $8.794.496 $+142.766 $8.651.730 $+8.651.730 $
PEPSICO INCPEP6.869.750 $+283.233 $6.586.517 $+21.340 $6.565.177 $-1.010.916 $7.576.093 $+7.576.093 $
LINDE PLCLIN6.145.297 $-441.711 $6.587.008 $-177.341 $6.764.349 $+129.265 $6.635.084 $+6.635.084 $
ELI LILLY & CoLLY4.103.128 $+3.885.914 $217.214 $+217.214 $
DEXCOM INCDXCM2.726.878 $+47.457 $2.679.421 $-627.211 $3.306.632 $+979.855 $2.326.777 $+2.326.777 $
AMGEN INCAMGN3.289.138 $+425.655 $2.863.483 $+60.773 $2.802.710 $-354.849 $3.157.559 $+3.157.559 $
ALIGN TECHNOLOGY INCALGN1.487.739 $-588.454 $2.076.193 $+601.654 $1.474.539 $+1.474.539 $
BERKSHIRE HATHAWAY INCBRK-B239.261 $-1.049 $240.310 $-1.230.602 $1.470.912 $-131.621 $1.602.533 $+1.602.533 $
VERIZON COMMUNICATIONS INCVZ1.366.697 $+1.366.697 $
JOHNSON & JOHNSONJNJ946.382 $+98.456 $847.926 $+149.400 $698.526 $-127.523 $826.049 $+826.049 $
WELLTOWER INC.WELL841.556 $-97.598 $939.154 $+111.779 $827.375 $-85.297 $912.672 $+912.672 $
ATMOS ENERGY CORPATO687.283 $-12.792 $700.075 $+68.224 $631.851 $-1.927 $633.778 $+633.778 $
AbbVie Inc.ABBV586.243 $-7.825 $594.068 $+117.818 $476.250 $-61.321 $537.571 $+537.571 $
STARBUCKS CORPSBUX433.502 $-69.688 $503.190 $-48.594 $551.784 $-38.901 $590.685 $+590.685 $
COCA COLA COKO548.024 $+28.142 $519.882 $-34.727 $554.609 $-6.820 $561.429 $+561.429 $
MORGAN STANLEYMS544.307 $+56.936 $487.371 $+55.494 $431.877 $+74.167 $357.710 $+357.710 $
PROCTER & GAMBLE CoPG394.819 $-58.796 $453.615 $-43.983 $497.598 $-34.668 $532.266 $+532.266 $
CUMMINS INCCMI527.805 $+91.074 $436.731 $+98.096 $338.635 $+14.538 $324.097 $+324.097 $
BlackRock, Inc.BLK368.366 $-46.930 $415.296 $-66.745 $482.041 $+132.909 $349.132 $+349.132 $
BOISE CASCADE CoBCC481.328 $+481.328 $
EXXON MOBIL CORPXOM401.746 $+401.746 $
DARDEN RESTAURANTS INCDRI330.500 $-11.387 $341.887 $-48.061 $389.948 $+18.265 $371.683 $+371.683 $
UNILEVER PLCUL306.464 $+14.806 $291.658 $-91.144 $382.802 $+10.138 $372.664 $+372.664 $
AES CORPAES381.170 $+381.170 $
CVS HEALTH CorpCVS380.293 $+380.293 $
PAYCHEX INCPAYX307.934 $+161 $307.773 $-45.404 $353.177 $-21.415 $374.592 $+374.592 $
CONOCOPHILLIPSCOP289.910 $-3.035 $292.945 $+15.020 $277.925 $-83.554 $361.479 $+361.479 $
Allison Transmission Holdings IncALSN352.440 $+46.872 $305.568 $-36.396 $341.964 $-2.448 $344.412 $+344.412 $
WATSCO INCWSO232.832 $-76.862 $309.694 $+13.367 $296.327 $-44.742 $341.069 $+341.069 $
WILLIAMS SONOMA INCWSM317.781 $+317.781 $
PACCAR INCPCAR314.951 $+32.183 $282.768 $+9.375 $273.393 $-6.643 $280.036 $+280.036 $
BECTON DICKINSON & COBDX238.642 $+19.023 $219.619 $-72.433 $292.052 $+292.052 $
PFIZER INCPFE273.900 $-13.973 $287.873 $+287.873 $
GOLDMAN SACHS GROUP INCGS287.349 $+287.349 $
STRYKER CORPSYK218.883 $+218.883 $
450.233.221 $+11.506.195 $440.236.193 $+13.186.165 $427.050.028 $+33.045.886 $397.676.310 $+397.676.310 $
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