Investments: Lester Murray Antman dba SimplyRich

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
379.535 $+15.772 $367.709 $+22.533 $355.035 $+355.035 $
BANK OF AMERICA CORP /DE/BAC165.332 $+600 $164.732 $+2.546 $162.186 $+162.186 $
ALPHA PRO TECH LTDAPT49.384 $+10.283 $39.101 $+10.637 $28.464 $+28.464 $
APPFOLIO INCAPPF29.194 $+1.619 $27.575 $+5.341 $22.234 $+22.234 $
BlackRock, Inc.BLK16.410 $-421 $16.831 $-978 $17.809 $+17.809 $
MICROSOFT CORPMSFT12.496 $-896 $13.392 $+366 $13.026 $+13.026 $
UNITEDHEALTH GROUP INCUNH5.018 $-198 $5.216 $+501 $4.715 $+4.715 $
BERKSHIRE HATHAWAY INCBRK-B5.166 $+0 $5.166 $+174 $4.992 $+4.992 $
Walmart Inc.WMT5.101 $+383 $4.718 $+241 $4.477 $+4.477 $
MICRON TECHNOLOGY INCMU4.538 $+1.878 $2.660 $+701 $1.959 $+1.959 $
RELX PLCRELX3.070 $-797 $3.867 $-534 $4.401 $+4.401 $
MCKESSON CORPMCK4.259 $+249 $4.010 $+207 $3.803 $+3.803 $
MCDONALDS CORPMCD3.307 $+14 $3.293 $+123 $3.170 $+3.170 $
CGI INCGIB2.719 $+143 $2.576 $-519 $3.095 $+3.095 $
Mastercard IncMA2.946 $+10 $2.936 $+36 $2.900 $+2.900 $
AMGEN INCAMGN2.945 $+406 $2.539 $+19 $2.520 $+2.520 $
Vipshop Holdings LtdVIPS2.613 $-269 $2.882 $+684 $2.198 $+2.198 $
RTX CorpRTX2.607 $+229 $2.378 $+303 $2.075 $+2.075 $
AMAZON COM INCAMZN2.457 $-19 $2.476 $+2 $2.474 $+2.474 $
NOVARTIS AGNVS2.449 $+171 $2.278 $+127 $2.151 $+2.151 $
Accenture plcACN2.170 $+176 $1.994 $-423 $2.417 $+2.417 $
SAP SESAP1.791 $-179 $1.970 $-272 $2.242 $+2.242 $
Shell plcSHEL2.157 $+58 $2.099 $+33 $2.066 $+2.066 $
EQUITABLE TRUST CO2.134 $+2.134 $
PACCAR INCPCAR1.967 $+202 $1.765 $+58 $1.707 $+1.707 $
ASML HOLDING NVASML1.957 $+115 $1.842 $+317 $1.525 $+1.525 $
UNILEVER PLCUL1.916 $-12 $1.928 $+1.928 $
COMCAST CORPCMCSA1.473 $-175 $1.648 $-220 $1.868 $+1.868 $
ORIX CORPIX1.850 $+642 $1.208 $+181 $1.027 $+1.027 $
AFLAC INCAFL1.832 $-7 $1.839 $+79 $1.760 $+1.760 $
FEDEX CORPFDX1.762 $+324 $1.438 $+52 $1.386 $+1.386 $
NICOLET BANKSHARES INCNIC1.565 $-159 $1.724 $-33 $1.757 $+1.757 $
ASTRAZENECA PLCAZN1.660 $+287 $1.373 $+125 $1.248 $+1.248 $
FISERV INCFISV1.206 $-417 $1.623 $+1.623 $
IMPERIAL OIL LTDIMO1.481 $-85 $1.566 $+194 $1.372 $+1.372 $
LOCKHEED MARTIN CORPLMT1.526 $-8 $1.534 $+55 $1.479 $+1.479 $
GARMIN LTDGRMN1.081 $-232 $1.313 $+199 $1.114 $+1.114 $
Walt Disney CoDIS1.202 $-7 $1.209 $-101 $1.310 $+1.310 $
NIPPON TELEGRAPH & TELEPHONE CORPNTTYY1.167 $+1.167 $
ORACLE CORPORCL801 $-355 $1.156 $+257 $899 $+899 $
AngloGold Ashanti PLCAU1.153 $+202 $951 $+334 $617 $+617 $
CATERPILLAR INCCAT1.143 $+191 $952 $+178 $774 $+774 $
PROCTER & GAMBLE CoPG982 $-71 $1.053 $-38 $1.091 $+1.091 $
ABB LTDABBNY1.078 $+1.078 $
NATIONAL GRID PLCNGG1.064 $+65 $999 $+39 $960 $+960 $
SEMPRASRE1.016 $-25 $1.041 $+177 $864 $+864 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.961 $+961 $
WIPRO LTDWIT855 $+59 $796 $-119 $915 $+915 $
COCA COLA COKO872 $+39 $833 $-56 $889 $+889 $
Sony Group CorpSONY761 $-94 $855 $+99 $756 $+756 $
Infosys LtdINFY827 $+88 $739 $+75 $664 $+664 $
Atour Lifestyle Holdings LtdATAT824 $+12 $812 $+109 $703 $+703 $
DODGE & COX824 $+824 $
CVS HEALTH CorpCVS817 $+41 $776 $+65 $711 $+711 $
LINDE PLCLIN499 $-266 $765 $+9 $756 $+756 $
CARDINAL HEALTH INCCAH760 $+180 $580 $-41 $621 $+621 $
GOLD FIELDS LTDGFI755 $+30 $725 $+322 $403 $+403 $
PEPSICO INCPEP742 $+10 $732 $+35 $697 $+697 $
PEARSON PLCPSO536 $-40 $576 $-140 $716 $+716 $
WILLIS TOWERS WATSON PLCWTW662 $-34 $696 $+79 $617 $+617 $
CHUNGHWA TELECOM CO LTDCHT620 $-29 $649 $-45 $694 $+694 $
Haleon plcHLN670 $+78 $592 $-64 $656 $+656 $
EMERSON ELECTRIC COEMR664 $+8 $656 $-11 $667 $+667 $
SUN LIFE FINANCIAL INCSLF655 $+173 $482 $-47 $529 $+529 $
AT&T INC.T555 $-78 $633 $-16 $649 $+649 $
ALLIANZ SE645 $+645 $
CCM INVESTMENT ADVISERS LLC627 $+627 $
Aon plcAON603 $-7 $610 $+0 $610 $+610 $
TC ENERGY CORPTRP608 $+3 $605 $+61 $544 $+544 $
VERIZON COMMUNICATIONS INCVZ336 $-269 $605 $+9 $596 $+596 $
NEVILLE RODIE & SHAW INC600 $+600 $
ENBRIDGE INCENB549 $-30 $579 $+56 $523 $+523 $
AUTOZONE INCAZO457 $-122 $579 $+78 $501 $+501 $
RNC CAPITAL MANAGEMENT LLC570 $+570 $
LAM RESEARCH CORPLRCX554 $+121 $433 $+118 $315 $+315 $
RIO TINTO PLCRIO543 $+108 $435 $+435 $
DEERE & CODE483 $+9 $474 $-54 $528 $+528 $
TELEFONICA S ATEFOF402 $-104 $506 $-15 $521 $+521 $
Invesco DB Precious Metals FundDBP514 $+70 $444 $+69 $375 $+375 $
BARRICK MINING CORPB514 $+128 $386 $+140 $246 $+246 $
TAKEDA PHARMACEUTICAL CO LTDTAK485 $+15 $470 $-32 $502 $+502 $
TE Connectivity plcTEL500 $+18 $482 $+111 $371 $+371 $
TotalEnergies SETTE490 $+28 $462 $+462 $
Amcor plcAMCR479 $+479 $
TARGET CORPTGT461 $+38 $423 $-43 $466 $+466 $
ALCON INCALC365 $+18 $347 $-118 $465 $+465 $
INTEL CORPINTC458 $+41 $417 $+139 $278 $+278 $
SCHWAB CHARLES CORPSCHW450 $+20 $430 $+19 $411 $+411 $
FinVolution GroupFINV334 $-97 $431 $+431 $
SPS COMMERCE INCSPSC431 $+44 $387 $+56 $331 $+331 $
GENERAL DYNAMICS CORPGD405 $-5 $410 $+60 $350 $+350 $
QUEST DIAGNOSTICS INCDGX358 $-42 $400 $+23 $377 $+377 $
SYSCO CORPSYY339 $-40 $379 $+31 $348 $+348 $
Fox CorpFOXA368 $+44 $324 $+39 $285 $+285 $
SK TELECOM CO LTDSKM249 $-89 $338 $+55 $283 $+283 $
CMB.TECH NVCMBT330 $+9 $321 $+13 $308 $+308 $
Booking Holdings Inc.BKNG294 $-2 $296 $-22 $318 $+318 $
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC304 $+304 $
BioNTech SEBNTX269 $-10 $279 $-23 $302 $+302 $
TOWER SEMICONDUCTOR LTDTSEM301 $+301 $
Public StoragePSA259 $-30 $289 $-5 $294 $+294 $
CHEVRON CORPCVX279 $-5 $284 $+22 $262 $+262 $
NOKIA CORPNOK271 $+271 $
BALL CorpBALL266 $+266 $
SUNCOR ENERGY INCSU262 $+51 $211 $+211 $
DIAGEO PLCDEO201 $-22 $223 $-24 $247 $+247 $
CUMMINS INCCMI241 $+41 $200 $+200 $
Archer-Daniels-Midland CoADM233 $+233 $
TORONTO DOMINION BANKTD226 $+226 $
ROYAL BANK OF CANADARY219 $+219 $
Summit Global Investments204 $+204 $
379.535 $+15.772 $367.709 $+22.533 $355.035 $+355.035 $
Erweiterte Einstellungen ×