Investments: Capital Planning 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. ($)
297.514.827 $+11.802.603 $285.712.224 $+23.261.398 $262.666.590 $-20.837.409 $285.443.469 $+285.443.469 $
BANK OF AMERICA CORP /DE/BAC239.153.973 $+13.893.307 $225.260.666 $+15.931.962 $209.328.704 $-21.536.195 $230.864.899 $+230.864.899 $
MICROSOFT CORPMSFT26.208.669 $-2.310.878 $28.519.547 $+933.794 $27.585.753 $+1.961.664 $25.624.089 $+25.624.089 $
BOEING COBA11.491.312 $+343.825 $11.147.487 $-4.409 $11.151.896 $+695.239 $10.456.657 $+10.456.657 $
APPFOLIO INCAPPF5.961.177 $+325.911 $5.635.266 $+1.033.363 $4.601.903 $-1.233.696 $5.835.599 $+5.835.599 $
ORACLE CORPORCL3.135.861 $-1.252.045 $4.387.906 $+976.841 $3.411.065 $+1.229.749 $2.181.316 $+2.181.316 $
AbbVie Inc.ABBV3.665.750 $-35.648 $3.701.398 $+3.487.007 $214.391 $-1.075.205 $1.289.596 $+1.289.596 $
STARBUCKS CORPSBUX946.405 $-14.914 $961.319 $-108.604 $1.069.923 $-198.371 $1.268.294 $+1.268.294 $
BERKSHIRE HATHAWAY INCBRK-B1.216.786 $-17.441 $1.234.227 $+41.662 $1.192.565 $-40.358 $1.232.923 $+1.232.923 $
NVIDIA CORPNVDA936.900 $+83.800 $853.100 $+177.485 $675.615 $-153.680 $829.295 $+829.295 $
ALPHA PRO TECH LTDAPT760.421 $+172.410 $588.011 $+170.575 $417.436 $-177.496 $594.932 $+594.932 $
AMAZON COM INCAMZN691.731 $+34.778 $656.953 $+538 $656.415 $-68.666 $725.081 $+725.081 $
NETFLIX INCNFLX564.181 $+564.181 $
JPMORGAN CHASE & COJPM287.399 $+8.874 $278.525 $+22.534 $255.991 $-240.987 $496.978 $+496.978 $
PACCAR INCPCAR470.939 $+61.035 $409.904 $+13.591 $396.313 $-9.630 $405.943 $+405.943 $
GENERAL ELECTRIC COGE451.481 $+131.628 $319.853 $+46.505 $273.348 $+60.627 $212.721 $+212.721 $
ELI LILLY & CoLLY443.809 $+130.648 $313.161 $-6.412 $319.573 $-18.641 $338.214 $+338.214 $
MORGAN STANLEYMS408.589 $-14.802 $423.391 $+24.520 $398.871 $-19.758 $418.629 $+418.629 $
GENERAL DYNAMICS CORPGD412.851 $+412.851 $
HP INCHPQ243.497 $-59.437 $302.934 $+30.493 $272.441 $-36.675 $309.116 $+309.116 $
CELESTICA INCCLS300.283 $+55.628 $244.655 $+244.655 $
SPS COMMERCE INCSPSC298.710 $+32.107 $266.603 $+37.980 $228.623 $+12.518 $216.105 $+216.105 $
STRYKER CORPSYK298.472 $+298.472 $
CHEVRON CORPCVX250.684 $+250.684 $
AMERICAN EXPRESS COAXP224.130 $+224.130 $
BlackRock, Inc.BLK217.005 $+9.687 $207.318 $+207.318 $
KROGER COKR215.764 $+12.152 $203.612 $+203.612 $
JOHNSON & JOHNSONJNJ211.114 $+211.114 $
UNITEDHEALTH GROUP INCUNH202.168 $+202.168 $
297.514.827 $+11.802.603 $285.712.224 $+23.261.398 $262.666.590 $-20.837.409 $285.443.469 $+285.443.469 $
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