Investments: Sherman Asset Management, Inc.

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. ($)
96.074.210 $+373.453 $95.700.757 $+2.291.067 $93.409.690 $+6.482.470 $86.929.132 $+86.929.132 $
BANK OF AMERICA CORP /DE/BAC71.638.773 $+2.543.056 $69.095.717 $-3.186.977 $72.282.694 $+5.436.263 $66.846.431 $+66.846.431 $
ALPHA PRO TECH LTDAPT6.692.566 $+2.078.042 $4.614.524 $+1.241.659 $3.372.865 $+413.210 $2.959.655 $+2.959.655 $
ORACLE CORPORCL194.715 $-4.042.165 $4.236.880 $+3.990.922 $245.958 $+88.672 $157.286 $+157.286 $
MICROSOFT CORPMSFT3.530.367 $-545.318 $4.075.685 $+102.933 $3.972.752 $+974.558 $2.998.194 $+2.998.194 $
APPFOLIO INCAPPF3.755.304 $-48.709 $3.804.013 $+738.902 $3.065.111 $-253.372 $3.318.483 $+3.318.483 $
AMAZON COM INCAMZN1.930.348 $+94.085 $1.836.263 $+1.505 $1.834.758 $+243.614 $1.591.144 $+1.591.144 $
NVIDIA CORPNVDA640.255 $-294.510 $934.765 $-281.915 $1.216.680 $+382.046 $834.634 $+834.634 $
ELI LILLY & CoLLY929.979 $+269.714 $660.265 $-14.304 $674.569 $-40.136 $714.705 $+714.705 $
Walmart Inc.WMT862.652 $+64.654 $797.998 $+40.884 $757.114 $+77.352 $679.762 $+679.762 $
Mastercard IncMA648.974 $+2.354 $646.620 $-64.118 $710.738 $+17.479 $693.259 $+693.259 $
PALATIN TECHNOLOGIES INCPTNT675.450 $+675.450 $
MCDONALDS CORPMCD614.201 $+3.497 $610.704 $+23.553 $587.151 $-40.595 $627.746 $+627.746 $
BlackRock, Inc.BLK215.130 $+1.573 $213.557 $+4.867 $208.690 $-382.853 $591.543 $+591.543 $
MORGAN STANLEYMS423.020 $-55.742 $478.762 $+8.758 $470.004 $+130.975 $339.029 $+339.029 $
PROCTER & GAMBLE CoPG183.437 $-13.235 $196.672 $-229.342 $426.014 $-29.682 $455.696 $+455.696 $
JOHNSON & JOHNSONJNJ303.389 $+31.564 $271.825 $+5.601 $266.224 $-147.209 $413.433 $+413.433 $
NETFLIX INCNFLX126.576 $-171.955 $298.531 $-34.912 $333.443 $+101.243 $232.200 $+232.200 $
STARBUCKS CORPSBUX180.883 $-837 $181.720 $-15.101 $196.821 $-111.217 $308.038 $+308.038 $
COCA COLA COKO238.864 $+12.267 $226.597 $-15.136 $241.733 $-2.973 $244.706 $+244.706 $
AMGEN INCAMGN227.480 $+31.351 $196.129 $+2.079 $194.050 $-22.477 $216.527 $+216.527 $
Walt Disney CoDIS35.041 $-98.809 $133.850 $-55.513 $189.363 $-30.935 $220.298 $+220.298 $
GOLDMAN SACHS GROUP INCGS192.501 $+18.101 $174.400 $+19.403 $154.997 $+35.359 $119.638 $+119.638 $
JPMORGAN CHASE & COJPM183.665 $+3.870 $179.795 $+14.547 $165.248 $+25.427 $139.821 $+139.821 $
PEPSICO INCPEP93.288 $+2.002 $91.286 $-14.512 $105.798 $-75.532 $181.330 $+181.330 $
CITIGROUP INCC172.935 $+22.512 $150.423 $+24.276 $126.147 $+20.940 $105.207 $+105.207 $
TARGET CORPTGT30.009 $-40 $30.049 $-35.802 $65.851 $-97.540 $163.391 $+163.391 $
BERKSHIRE HATHAWAY INCBRK-B130.689 $-23 $130.712 $+4.412 $126.300 $-12.171 $138.471 $+138.471 $
UNITEDHEALTH GROUP INCUNH85.829 $-3.949 $89.778 $+8.666 $81.112 $-55.063 $136.175 $+136.175 $
YUM BRANDS INCYUM109.679 $-521 $110.200 $-13.100 $123.300 $-7.639 $130.939 $+130.939 $
VERIZON COMMUNICATIONS INCVZ17.840 $-83.904 $101.744 $+1.574 $100.170 $-26.520 $126.690 $+126.690 $
PFIZER INCPFE120.342 $-2.802 $123.144 $+5.993 $117.151 $-5.317 $122.468 $+122.468 $
SCHWAB CHARLES CORPSCHW121.291 $+5.391 $115.900 $+5.135 $110.765 $-7.594 $118.359 $+118.359 $
EQUINIX INCEQIX109.561 $-2.442 $112.003 $-1.749 $113.752 $-2.843 $116.595 $+116.595 $
AT&T INC.T20.145 $-89.906 $110.051 $-2.728 $112.779 $+2.572 $110.207 $+110.207 $
KROGER COKR94.149 $-7.428 $101.577 $-6.510 $108.087 $+6.088 $101.999 $+101.999 $
EQUITY RESIDENTIALEQR94.875 $-2.543 $97.418 $-4.154 $101.572 $-6.156 $107.728 $+107.728 $
Public StoragePSA87.711 $-9.920 $97.631 $-1.544 $99.175 $-1.985 $101.160 $+101.160 $
COMCAST CORPCMCSA7.712 $-394 $8.106 $-1.102 $9.208 $-91.418 $100.626 $+100.626 $
SBA COMMUNICATIONS CORPSBAC69.055 $+30 $69.025 $-14.812 $83.837 $+5.293 $78.544 $+78.544 $
COLGATE PALMOLIVE COCL50.257 $-584 $50.841 $-19.376 $70.217 $-2.163 $72.380 $+72.380 $
IREN LtdIREN47.137 $-11.431 $58.568 $+58.568 $
FRESH DEL MONTE PRODUCE INCFDP58.291 $+1.490 $56.801 $+3.762 $53.039 $+2.601 $50.438 $+50.438 $
Archer-Daniels-Midland CoADM26.675 $-1.044 $27.719 $-3.420 $31.139 $-13.734 $44.873 $+44.873 $
SYSCO CORPSYY5.895 $-692 $6.587 $-6.008 $12.595 $-17.560 $30.155 $+30.155 $
DOMINOS PIZZA INCDPZ25.009 $-893 $25.902 $-1.134 $27.036 $-531 $27.567 $+27.567 $
CVS HEALTH CorpCVS21.745 $+1.089 $20.656 $+1.756 $18.900 $+336 $18.564 $+18.564 $
3M COMMM17.771 $+547 $17.224 $+326 $16.898 $+597 $16.301 $+16.301 $
Booking Holdings Inc.BKNG10.711 $-87 $10.798 $-780 $11.578 $+2.364 $9.214 $+9.214 $
CYTOKINETICS INCCYTK9.023 $+1.219 $7.804 $+3.113 $4.691 $-1.016 $5.707 $+5.707 $
ASML HOLDING NVASML8.559 $+815 $7.744 $+1.333 $6.411 $+1.110 $5.301 $+5.301 $
Sea LtdSE3.317 $-1.329 $4.646 $+488 $4.158 $+765 $3.393 $+3.393 $
DEXCOM INCDXCM1.912 $+1.912 $
CHEVRON CORPCVX1.140 $-8 $1.148 $+101 $1.047 $-163 $1.210 $+1.210 $
96.074.210 $+373.453 $95.700.757 $+2.291.067 $93.409.690 $+6.482.470 $86.929.132 $+86.929.132 $
Erweiterte Einstellungen ×