Investments: Jacobsen Capital Management

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. ($)
177.577.540 $+6.523.656 $171.449.637 $+15.406.858 $155.767.077 $+29.117.053 $127.646.643 $+127.646.643 $
BANK OF AMERICA CORP /DE/BAC109.443.583 $+3.504.018 $105.939.565 $+7.148.989 $98.790.576 $+16.462.448 $82.328.128 $+82.328.128 $
APPFOLIO INCAPPF9.368.306 $+462.222 $8.906.084 $+1.797.592 $7.108.492 $+134.288 $6.974.204 $+6.974.204 $
NVIDIA CORPNVDA9.155.472 $-206.739 $9.362.211 $+1.623.387 $7.738.824 $+2.879.823 $4.859.001 $+4.859.001 $
MICROSOFT CORPMSFT7.623.952 $-659.282 $8.283.234 $+456.317 $7.826.917 $+2.669.305 $5.157.612 $+5.157.612 $
ALPHA PRO TECH LTDAPT8.275.660 $+1.550.446 $6.725.214 $+1.931.353 $4.793.861 $+995.874 $3.797.987 $+3.797.987 $
AMAZON COM INCAMZN4.375.760 $+221.396 $4.154.364 $+113.978 $4.040.386 $+1.001.086 $3.039.300 $+3.039.300 $
JPMORGAN CHASE & COJPM1.720.885 $+4.919 $1.715.966 $+175.827 $1.540.139 $+326.709 $1.213.430 $+1.213.430 $
BERKSHIRE HATHAWAY INCBRK-B1.663.269 $-46.047 $1.709.316 $+111.133 $1.598.183 $-42.696 $1.640.879 $+1.640.879 $
ELI LILLY & CoLLY1.651.783 $+478.289 $1.173.494 $-44.911 $1.218.405 $+104.252 $1.114.153 $+1.114.153 $
Mastercard IncMA1.259.361 $-18.755 $1.278.116 $+21.056 $1.257.060 $+150.406 $1.106.654 $+1.106.654 $
SPS COMMERCE INCSPSC1.148.506 $+118.354 $1.030.152 $+146.755 $883.397 $+48.367 $835.030 $+835.030 $
Walmart Inc.WMT1.060.066 $+67.186 $992.880 $+52.725 $940.155 $+197.803 $742.352 $+742.352 $
JOHNSON & JOHNSONJNJ974.321 $+87.643 $886.678 $+139.425 $747.253 $+221.540 $525.713 $+525.713 $
NETFLIX INCNFLX687.448 $-209.344 $896.792 $-70.060 $966.852 $+326.204 $640.648 $+640.648 $
EXXON MOBIL CORPXOM949.242 $+38.786 $910.456 $+26.388 $884.068 $+192.847 $691.221 $+691.221 $
Booking Holdings Inc.BKNG797.944 $-49.741 $847.685 $-78.593 $926.278 $+170.745 $755.533 $+755.533 $
AbbVie Inc.ABBV830.273 $-25.667 $855.940 $+171.079 $684.861 $-7.662 $692.523 $+692.523 $
ORACLE CORPORCL537.172 $-318.641 $855.813 $+204.296 $651.517 $+272.912 $378.605 $+378.605 $
ADVANCED MICRO DEVICES INCAMD809.953 $+194.342 $615.611 $+84.763 $530.848 $+212.559 $318.289 $+318.289 $
PROCTER & GAMBLE CoPG634.577 $-65.299 $699.876 $-105.168 $805.044 $+4.240 $800.804 $+800.804 $
MICRON TECHNOLOGY INCMU771.749 $+315.133 $456.616 $+131.852 $324.764 $+120.746 $204.018 $+204.018 $
UNITEDHEALTH GROUP INCUNH516.292 $+100.205 $416.087 $+203.323 $212.764 $-541.436 $754.200 $+754.200 $
PALATIN TECHNOLOGIES INCPTNT747.083 $+50.786 $696.297 $+123.071 $573.226 $+260.862 $312.364 $+312.364 $
GENERAL ELECTRIC COGE701.076 $+10.694 $690.382 $+107.908 $582.474 $+179.572 $402.902 $+402.902 $
RTX CorpRTX673.261 $+51.128 $622.133 $+89.598 $532.535 $+64.024 $468.511 $+468.511 $
SHERWIN WILLIAMS COSHW524.929 $-52.633 $577.562 $+4.151 $573.411 $-40.465 $613.876 $+613.876 $
COCA COLA COKO550.722 $+22.865 $527.857 $-52.864 $580.721 $+66.209 $514.512 $+514.512 $
AT&T INC.T357.803 $-112.374 $470.177 $-1.381 $471.558 $+63.981 $407.577 $+407.577 $
CATERPILLAR INCCAT471.472 $+72.097 $399.375 $+76.772 $322.603 $+322.603 $
LAM RESEARCH CORPLRCX466.979 $+91.523 $375.456 $+113.319 $262.137 $+262.137 $
LINDE PLCLIN300.605 $-132.595 $433.200 $+10.938 $422.262 $+53.941 $368.321 $+368.321 $
MORGAN STANLEYMS421.101 $+34.510 $386.591 $+44.724 $341.867 $+83.793 $258.074 $+258.074 $
NEXTERA ENERGY INCNEE399.393 $+18.697 $380.696 $+33.249 $347.447 $+67.928 $279.519 $+279.519 $
CHEVRON CORPCVX384.683 $+1.738 $382.945 $+68.273 $314.672 $+314.672 $
MCDONALDS CORPMCD376.231 $-6.367 $382.598 $+26.151 $356.447 $+19.712 $336.735 $+336.735 $
FISERV INCFISV227.819 $-60.106 $287.925 $-86.161 $374.086 $+374.086 $
VERIZON COMMUNICATIONS INCVZ306.004 $-67.395 $373.399 $+12.657 $360.742 $+18.138 $342.604 $+342.604 $
Eaton Corp plcETN295.577 $-55.095 $350.672 $+14.030 $336.642 $+130.867 $205.775 $+205.775 $
INTUITIVE SURGICAL INCISRG336.418 $+75.236 $261.182 $-73.015 $334.197 $+47.931 $286.266 $+286.266 $
BOSTON SCIENTIFIC CORPBSX297.873 $-11.614 $309.487 $-25.417 $334.904 $+44.773 $290.131 $+290.131 $
AMGEN INCAMGN327.310 $+42.570 $284.740 $+1.900 $282.840 $+17.399 $265.441 $+265.441 $
GOLDMAN SACHS GROUP INCGS326.109 $+48.979 $277.130 $+48.527 $228.603 $+228.603 $
Parker-Hannifin CorpPH325.215 $+44.699 $280.516 $+22.781 $257.735 $+55.321 $202.414 $+202.414 $
AMERICAN EXPRESS COAXP290.781 $-26.432 $317.213 $+13.544 $303.669 $+74.977 $228.692 $+228.692 $
PEPSICO INCPEP308.281 $+11.953 $296.328 $+75.316 $221.012 $+221.012 $
Zoetis Inc.ZTS242.306 $-22.185 $264.491 $-34.678 $299.169 $+299.169 $
Palo Alto Networks IncPANW247.749 $-17.771 $265.520 $-31.617 $297.137 $+68.309 $228.828 $+228.828 $
Walt Disney CoDIS268.397 $-10.539 $278.936 $-16.591 $295.527 $+88.149 $207.378 $+207.378 $
Accenture plcACN256.227 $-25.327 $281.554 $-13.636 $295.190 $+295.190 $
KLA CORPKLAC292.834 $+28.577 $264.257 $+53.758 $210.499 $+210.499 $
SOUTHERN COSO252.618 $-27.143 $279.761 $+11.985 $267.776 $+40.843 $226.933 $+226.933 $
CITIGROUP INCC271.421 $+61.214 $210.207 $+210.207 $
STRYKER CORPSYK233.376 $-21.696 $255.072 $-15.935 $271.007 $+61.802 $209.205 $+209.205 $
REALTY INCOME CORPO244.289 $-24.505 $268.794 $+17.633 $251.161 $+461 $250.700 $+250.700 $
PFIZER INCPFE265.001 $+6.643 $258.358 $+12.189 $246.169 $+246.169 $
INTEL CORPINTC248.890 $+29.708 $219.182 $+219.182 $
SCHWAB CHARLES CORPSCHW241.383 $+16.169 $225.214 $+15.909 $209.305 $+209.305 $
BOEING COBA233.404 $+2.466 $230.938 $+16.589 $214.349 $+214.349 $
Medtronic plcMDT223.243 $-4.762 $228.005 $+27.688 $200.317 $+200.317 $
COMCAST CORPCMCSA224.597 $+20.060 $204.537 $+204.537 $
AppLovin CorpAPP224.382 $+224.382 $
Trane Technologies plcTT207.182 $-7.586 $214.768 $+214.768 $
CONOCOPHILLIPSCOP214.766 $+214.766 $
ANALOG DEVICES INCADI211.536 $+211.536 $
MCKESSON CORPMCK209.174 $+209.174 $
Constellation Energy CorpCEG209.136 $+209.136 $
177.577.540 $+6.523.656 $171.449.637 $+15.406.858 $155.767.077 $+29.117.053 $127.646.643 $+127.646.643 $
Erweiterte Einstellungen ×