Investments: Zhang Financial 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. ($)
1.282.854.012 $+118.992.400 $1.169.590.417 $+147.381.615 $1.018.448.599 $+125.853.516 $897.455.749 $+897.455.749 $
BANK OF AMERICA CORP /DE/BAC869.538.023 $+91.611.035 $777.926.988 $+99.747.883 $678.179.105 $+99.263.198 $578.915.907 $+578.915.907 $
APPFOLIO INCAPPF58.914.125 $+6.725.254 $52.188.871 $+10.716.439 $41.472.432 $-2.891.862 $44.364.294 $+44.364.294 $
STRYKER CORPSYK38.783.764 $-3.351.117 $42.134.881 $-2.935.830 $45.070.711 $+2.539.706 $42.531.005 $+42.531.005 $
ISHARES GOLD TRUSTIAU38.427.517 $+3.818.433 $34.609.084 $+5.065.220 $29.543.864 $+1.529.384 $28.014.480 $+28.014.480 $
MICROSOFT CORPMSFT32.851.060 $+248.185 $32.602.875 $+1.685.686 $30.917.189 $+7.856.466 $23.060.723 $+23.060.723 $
BlackRock, Inc.BLK27.884.392 $+2.736.946 $25.147.446 $+2.597.926 $22.549.520 $-3.424.502 $25.974.022 $+25.974.022 $
NVIDIA CORPNVDA27.108.788 $+422.481 $26.686.307 $+4.882.918 $21.803.389 $+4.647.427 $17.155.962 $+17.155.962 $
ALPHA PRO TECH LTDAPT23.487.735 $+5.185.637 $18.302.098 $+5.921.515 $12.380.583 $+1.613.943 $10.766.640 $+10.766.640 $
iShares Bitcoin Trust ETFIBIT16.243.152 $-3.856.148 $20.099.300 $+1.200.594 $18.898.706 $+4.341.638 $14.557.068 $+14.557.068 $
BERKSHIRE HATHAWAY INCBRK-B19.073.634 $+4.325.482 $14.748.152 $+618.110 $14.130.042 $-1.413.089 $15.543.131 $+15.543.131 $
AMAZON COM INCAMZN16.297.889 $+1.436.373 $14.861.516 $+2.004.677 $12.856.839 $+1.845.431 $11.011.408 $+11.011.408 $
MICRON TECHNOLOGY INCMU9.673.068 $+3.488.713 $6.184.355 $+1.789.877 $4.394.478 $+1.336.715 $3.057.763 $+3.057.763 $
JPMORGAN CHASE & COJPM6.819.004 $+520.494 $6.298.510 $+662.213 $5.636.297 $+868.818 $4.767.479 $+4.767.479 $
AbbVie Inc.ABBV6.685.637 $+231.617 $6.454.020 $+1.889.395 $4.564.625 $-508.647 $5.073.272 $+5.073.272 $
AMGEN INCAMGN6.308.191 $+1.409.671 $4.898.520 $+449.808 $4.448.712 $-640.244 $5.088.956 $+5.088.956 $
CATERPILLAR INCCAT6.006.194 $+959.793 $5.046.401 $+1.051.037 $3.995.364 $+537.364 $3.458.000 $+3.458.000 $
KLA CORPKLAC5.336.872 $+437.726 $4.899.146 $+871.399 $4.027.747 $+916.413 $3.111.334 $+3.111.334 $
GOLDMAN SACHS GROUP INCGS5.205.766 $+648.545 $4.557.221 $+421.843 $4.135.378 $+992.708 $3.142.670 $+3.142.670 $
AMERICAN EXPRESS COAXP4.437.402 $+535.315 $3.902.087 $+674.009 $3.228.078 $+3.228.078 $
EXXON MOBIL CORPXOM4.284.972 $+698.252 $3.586.720 $+612.894 $2.973.826 $-240.159 $3.213.985 $+3.213.985 $
PROCTER & GAMBLE CoPG3.923.532 $-307.218 $4.230.750 $+122.455 $4.108.295 $+21.445 $4.086.850 $+4.086.850 $
Walmart Inc.WMT4.094.172 $+822.977 $3.271.195 $+552.679 $2.718.516 $+315.182 $2.403.334 $+2.403.334 $
Medtronic plcMDT3.401.900 $+356.367 $3.045.533 $+722.035 $2.323.498 $+115.696 $2.207.802 $+2.207.802 $
Parker-Hannifin CorpPH1.496.879 $-1.792.148 $3.289.027 $+250.649 $3.038.378 $+2.215.951 $822.427 $+822.427 $
PEPSICO INCPEP2.862.714 $+84.185 $2.778.529 $+169.175 $2.609.354 $-356.498 $2.965.852 $+2.965.852 $
JOHNSON & JOHNSONJNJ2.802.302 $+487.579 $2.314.723 $-364.658 $2.679.381 $-237.742 $2.917.123 $+2.917.123 $
ELI LILLY & CoLLY2.858.424 $+869.588 $1.988.836 $-22.624 $2.011.460 $-105.442 $2.116.902 $+2.116.902 $
Zoetis Inc.ZTS1.982.449 $-488.260 $2.470.709 $-354.982 $2.825.691 $+2.825.691 $
Booking Holdings Inc.BKNG2.734.657 $+339.698 $2.394.959 $-120.929 $2.515.888 $+400.143 $2.115.745 $+2.115.745 $
GLAUKOS CorpGKOS2.592.752 $+821.731 $1.771.021 $+1.771.021 $
MCKESSON CORPMCK1.680.774 $-548.003 $2.228.777 $+145.485 $2.083.292 $+123.545 $1.959.747 $+1.959.747 $
LOCKHEED MARTIN CORPLMT2.196.109 $+122.444 $2.073.665 $+679.803 $1.393.862 $+45.247 $1.348.615 $+1.348.615 $
FORD MOTOR COF1.033.902 $-965.860 $1.999.762 $+185.117 $1.814.645 $+138.168 $1.676.477 $+1.676.477 $
MERCADOLIBRE INCMELI1.736.590 $+44.302 $1.692.288 $-192.519 $1.884.807 $+409.641 $1.475.166 $+1.475.166 $
Eaton Corp plcETN1.874.183 $+76.579 $1.797.604 $+61.126 $1.736.478 $+438.968 $1.297.510 $+1.297.510 $
KADANT INCKAI1.404.009 $-110.971 $1.514.980 $-200.229 $1.715.209 $+1.715.209 $
ORACLE CORPORCL1.125.755 $-483.807 $1.609.562 $+293.740 $1.315.822 $+397.209 $918.613 $+918.613 $
COLGATE PALMOLIVE COCL1.075.542 $-311.398 $1.386.940 $-83.641 $1.470.581 $+1.470.581 $
LINDE PLCLIN1.176.497 $-134.126 $1.310.623 $+11.836 $1.298.787 $+10.229 $1.288.558 $+1.288.558 $
Mastercard IncMA1.106.881 $-132.781 $1.239.662 $+99.543 $1.140.119 $+31.052 $1.109.067 $+1.109.067 $
MORGAN STANLEYMS1.187.433 $+130.204 $1.057.229 $+160.932 $896.297 $+510.173 $386.124 $+386.124 $
NETFLIX INCNFLX752.425 $-398.538 $1.150.963 $-15.417 $1.166.380 $+258.095 $908.285 $+908.285 $
MCDONALDS CORPMCD1.132.028 $+7.377 $1.124.651 $+158.223 $966.428 $+39.983 $926.445 $+926.445 $
CHEVRON CORPCVX1.005.761 $-68.667 $1.074.428 $+127.432 $946.996 $+25.775 $921.221 $+921.221 $
IMAX CORPIMAX1.019.320 $+116.108 $903.212 $+903.212 $
NEXTERA ENERGY INCNEE990.822 $+59.117 $931.705 $+48.536 $883.169 $+572.429 $310.740 $+310.740 $
RTX CorpRTX950.302 $+178.813 $771.489 $+391.898 $379.591 $+60.219 $319.372 $+319.372 $
BALCHEM CORPBCPC766.800 $+16.500 $750.300 $-45.700 $796.000 $-34.000 $830.000 $+830.000 $
NUCOR CORPNUE828.681 $+135.686 $692.995 $+30.138 $662.857 $+38.533 $624.324 $+624.324 $
COCA COLA COKO782.316 $+18.948 $763.368 $+7.549 $755.819 $+17.237 $738.582 $+738.582 $
GENERAL ELECTRIC COGE761.105 $+235.326 $525.779 $+75.910 $449.869 $+100.046 $349.823 $+349.823 $
PALATIN TECHNOLOGIES INCPTNT739.086 $+41.876 $697.210 $+697.210 $
PFIZER INCPFE427.238 $-11.691 $438.929 $-95.319 $534.248 $-146.321 $680.569 $+680.569 $
LAM RESEARCH CORPLRCX612.578 $+112.178 $500.400 $+66.760 $433.640 $+89.245 $344.395 $+344.395 $
SHERWIN WILLIAMS COSHW542.183 $-41.092 $583.275 $+6.057 $577.218 $-14.907 $592.125 $+592.125 $
AT&T INC.T402.178 $-88.785 $490.963 $-21.013 $511.976 $+11.023 $500.953 $+500.953 $
ALLSTATE CORPALL488.112 $-15.242 $503.354 $+29.873 $473.481 $-12.098 $485.579 $+485.579 $
SPS COMMERCE INCSPSC483.500 $+48.404 $435.096 $+61.984 $373.112 $+20.428 $352.684 $+352.684 $
CUMMINS INCCMI469.495 $+81.014 $388.481 $+87.258 $301.223 $-9.593 $310.816 $+310.816 $
HERSHEY COHSY456.224 $-12.711 $468.935 $+52.899 $416.036 $-12.736 $428.772 $+428.772 $
METLIFE INCMET422.473 $-18.320 $440.793 $+10.472 $430.321 $+767 $429.554 $+429.554 $
STATE STREET CORPSTT418.895 $+42.211 $376.684 $+31.398 $345.286 $+54.582 $290.704 $+290.704 $
BOEING COBA387.560 $+67.700 $319.860 $+2.212 $317.648 $+112.135 $205.513 $+205.513 $
EMERSON ELECTRIC COEMR383.841 $+14.422 $369.419 $+369.419 $
COMCAST CORPCMCSA317.312 $-43.318 $360.630 $+360.630 $
UBS Group AGUBS336.790 $+38.617 $298.173 $+10.182 $287.991 $+14.560 $273.431 $+273.431 $
CITIGROUP INCC332.821 $+332.821 $
DEERE & CODE330.422 $+330.422 $
DTE ENERGY CODTE292.859 $-26.914 $319.773 $+319.773 $
UNITEDHEALTH GROUP INCUNH319.766 $+319.766 $
ADVANCED MICRO DEVICES INCAMD315.457 $+315.457 $
SOUTHERN COSO278.411 $-24.149 $302.560 $+9.130 $293.430 $-352 $293.782 $+293.782 $
Constellation Energy CorpCEG301.353 $+31.832 $269.521 $+44.545 $224.976 $+224.976 $
Viatris IncVTRS297.388 $+63.191 $234.197 $+22.558 $211.639 $+3.793 $207.846 $+207.846 $
Bank of New York Mellon CorpBK282.777 $+282.777 $
STARBUCKS CORPSBUX241.876 $-1.038 $242.914 $-21.112 $264.026 $-17.440 $281.466 $+281.466 $
SanofiSNY242.300 $+4.884 $237.416 $-4.133 $241.549 $-35.751 $277.300 $+277.300 $
Walt Disney CoDIS251.317 $-1.272 $252.589 $-23.333 $275.922 $+58.090 $217.832 $+217.832 $
DOVER CorpDOV258.675 $+258.675 $
KROGER COKR227.509 $-15.432 $242.941 $-15.405 $258.346 $+14.553 $243.793 $+243.793 $
PAYCHEX INCPAYX242.336 $-14.693 $257.029 $+257.029 $
FIRST MERCHANTS CORPFRME234.550 $-1.377 $235.927 $-3.754 $239.681 $-13.393 $253.074 $+253.074 $
MATERION CorpMTRN248.640 $+7.020 $241.620 $+241.620 $
QUEST DIAGNOSTICS INCDGX227.150 $-16.411 $243.561 $+12.737 $230.824 $+14.586 $216.238 $+216.238 $
MPLX LPMPLX242.460 $+15.537 $226.923 $-7.087 $234.010 $-9.131 $243.141 $+243.141 $
BOSTON SCIENTIFIC CORPBSX221.049 $+221.049 $
Duke Energy CORPDUK215.861 $+10.185 $205.676 $-6.758 $212.434 $+212.434 $
GENERAL DYNAMICS CORPGD206.431 $-1.978 $208.409 $+208.409 $
Tiziana Life Sciences LtdTLSA148.851 $-33.021 $181.872 $+40.051 $141.821 $+37.860 $103.961 $+103.961 $
COMPASS Pathways plcCMPS131.355 $+22.273 $109.082 $+109.082 $
1.282.854.012 $+118.992.400 $1.169.590.417 $+147.381.615 $1.018.448.599 $+125.853.516 $897.455.749 $+897.455.749 $
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