Investments: Shorepoint Capital Partners LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
466.137.086 $+60.958.558 $412.218.217 $+412.218.217 $
BANK OF AMERICA CORP /DE/BAC251.236.042 $+29.771.954 $221.464.088 $+221.464.088 $
AGNICO EAGLE MINES LTDAEM16.538.264 $+5.171.665 $11.366.599 $+11.366.599 $
MICROSOFT CORPMSFT16.353.784 $+4.259.455 $12.094.329 $+12.094.329 $
JPMORGAN CHASE & COJPM15.250.461 $+2.664.728 $12.585.733 $+12.585.733 $
ALPHA PRO TECH LTDAPT12.483.330 $+4.458.801 $8.024.529 $+8.024.529 $
AUTOZONE INCAZO10.022.258 $+322.279 $9.699.979 $+9.699.979 $
RTX CorpRTX9.995.223 $+1.625.294 $8.369.929 $+8.369.929 $
Eaton Corp plcETN9.515.962 $+2.811.098 $6.704.864 $+6.704.864 $
CHEVRON CORPCVX8.519.310 $-665.388 $9.184.698 $+9.184.698 $
AbbVie Inc.ABBV7.456.788 $+486.857 $6.969.931 $+6.969.931 $
Mastercard IncMA6.722.196 $-621.515 $7.343.711 $+7.343.711 $
APPFOLIO INCAPPF7.313.947 $+558.119 $6.755.828 $+6.755.828 $
JOHNSON & JOHNSONJNJ6.434.167 $+599.335 $5.834.832 $+5.834.832 $
Trane Technologies plcTT5.768.447 $+1.026.062 $4.742.385 $+4.742.385 $
MORGAN STANLEYMS5.573.138 $+1.445.353 $4.127.785 $+4.127.785 $
PEPSICO INCPEP5.280.755 $-223.640 $5.504.395 $+5.504.395 $
Phillips 66PSX5.394.206 $+601.398 $4.792.808 $+4.792.808 $
AMAZON COM INCAMZN5.222.187 $+769.171 $4.453.016 $+4.453.016 $
Edwards Lifesciences CorpEW5.190.922 $+69.261 $5.121.661 $+5.121.661 $
NVIDIA CORPNVDA5.072.308 $+2.220.219 $2.852.089 $+2.852.089 $
Palo Alto Networks IncPANW5.048.426 $+933.038 $4.115.388 $+4.115.388 $
COMCAST CORPCMCSA3.312.203 $-1.452.620 $4.764.823 $+4.764.823 $
SOUTHERN COSO4.729.497 $+200.408 $4.529.089 $+4.529.089 $
CVS HEALTH CorpCVS4.696.193 $+309.786 $4.386.407 $+4.386.407 $
Vertiv Holdings CoVRT4.594.585 $+3.660.089 $934.496 $+934.496 $
VERIZON COMMUNICATIONS INCVZ4.393.863 $-67.662 $4.461.525 $+4.461.525 $
MCDONALDS CORPMCD4.056.628 $-92.895 $4.149.523 $+4.149.523 $
DEERE & CODE724.757 $-3.246.249 $3.971.006 $+3.971.006 $
Medtronic plcMDT3.401.401 $+252.706 $3.148.695 $+3.148.695 $
PFIZER INCPFE3.062.976 $+236.653 $2.826.323 $+2.826.323 $
TARGET CORPTGT2.795.074 $+2.795.074 $
NEXTERA ENERGY INCNEE2.654.455 $+407.739 $2.246.716 $+2.246.716 $
PROCTER & GAMBLE CoPG2.312.893 $+2.047.890 $265.003 $+265.003 $
Zoetis Inc.ZTS2.245.946 $-38.499 $2.284.445 $+2.284.445 $
UNITED PARCEL SERVICE INCUPS2.145.244 $+2.145.244 $
UNITEDHEALTH GROUP INCUNH1.879.739 $+1.879.739 $
SPS COMMERCE INCSPSC1.249.832 $+285.140 $964.692 $+964.692 $
BERKSHIRE HATHAWAY INCBRK-B1.160.917 $-64.122 $1.225.039 $+1.225.039 $
ORACLE CORPORCL1.209.332 $+621.011 $588.321 $+588.321 $
EXXON MOBIL CORPXOM490.237 $-198.725 $688.962 $+688.962 $
GENERAL ELECTRIC COGE463.296 $+81.792 $381.504 $+381.504 $
COLGATE PALMOLIVE COCL355.653 $-75.273 $430.926 $+430.926 $
Ready Capital CorpRC108.360 $-227.580 $335.940 $+335.940 $
CSX CORPCSX319.591 $+54.720 $264.871 $+264.871 $
LINDE PLCLIN202.350 $-19.295 $221.645 $+221.645 $
CONSOLIDATED EDISON INCED219.632 $+219.632 $
466.137.086 $+60.958.558 $412.218.217 $+412.218.217 $
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