Investments: PYA Waltman Capital, 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. ($)
326.243.613 $-9.455.503 $336.140.075 $+19.166.053 $316.974.022 $+25.543.503 $291.430.519 $+291.430.519 $
BANK OF AMERICA CORP /DE/BAC130.702.596 $-5.958.917 $136.661.513 $+844.449 $135.817.064 $+12.356.908 $123.460.156 $+123.460.156 $
BERKSHIRE HATHAWAY INCBRK-B38.412.046 $-770.844 $39.182.890 $+3.210.253 $35.972.637 $-3.904.548 $39.877.185 $+39.877.185 $
ALPHA PRO TECH LTDAPT24.045.685 $+4.464.275 $19.581.410 $+5.937.010 $13.644.400 $+2.659.012 $10.985.388 $+10.985.388 $
TransDigm Group INCTDG16.267.572 $-179.521 $16.447.093 $-1.506.752 $17.953.845 $+2.202.084 $15.751.761 $+15.751.761 $
HEICO CORPHEI15.426.012 $-577.867 $16.003.879 $-388.125 $16.392.004 $+3.383.756 $13.008.248 $+13.008.248 $
AMAZON COM INCAMZN16.253.656 $+296.842 $15.956.814 $+1.379.003 $14.577.811 $+2.629.860 $11.947.951 $+11.947.951 $
ROPER TECHNOLOGIES INCROP7.025.133 $-6.299.452 $13.324.585 $+3.953.786 $9.370.799 $+1.798.823 $7.571.976 $+7.571.976 $
JOHNSON & JOHNSONJNJ8.647.244 $+540.504 $8.106.740 $+1.489.363 $6.617.377 $-163.063 $6.780.440 $+6.780.440 $
VAIL RESORTS INCMTN4.243.753 $-2.517.335 $6.761.088 $+708.240 $6.052.848 $+418.108 $5.634.740 $+5.634.740 $
Nomad Foods LtdNOMD5.429.081 $+1.835.837 $3.593.244 $-546.408 $4.139.652 $-423.083 $4.562.735 $+4.562.735 $
AbbVie Inc.ABBV4.708.194 $-113.768 $4.821.962 $+1.039.967 $3.781.995 $-94.881 $3.876.876 $+3.876.876 $
AMGEN INCAMGN4.491.127 $+1.333.013 $3.158.114 $-339.602 $3.497.716 $-37.968 $3.535.684 $+3.535.684 $
NVR INCNVR3.857.875 $-537.084 $4.394.959 $+428.860 $3.966.099 $+372.882 $3.593.217 $+3.593.217 $
UNITED PARCEL SERVICE INCUPS4.140.045 $+2.606.179 $1.533.866 $-1.487.231 $3.021.097 $+276.292 $2.744.805 $+2.744.805 $
TopBuild CorpBLD4.135.396 $+70.257 $4.065.139 $+2.038.041 $2.027.098 $+189.622 $1.837.476 $+1.837.476 $
JPMORGAN CHASE & COJPM4.109.000 $+144.188 $3.964.812 $+184.799 $3.780.013 $+733.681 $3.046.332 $+3.046.332 $
ALLSTATE CORPALL3.478.539 $-3.027 $3.481.566 $+247.613 $3.233.953 $+83.702 $3.150.251 $+3.150.251 $
PROCTER & GAMBLE CoPG1.960.571 $-1.198.304 $3.158.875 $-251.115 $3.409.990 $+230.273 $3.179.717 $+3.179.717 $
GENERAL DYNAMICS CORPGD3.129.094 $+21.340 $3.107.754 $+576.438 $2.531.316 $+344.299 $2.187.017 $+2.187.017 $
Fidelity Ethereum FundFETH1.971.530 $-1.067.032 $3.038.562 $+1.427.122 $1.611.440 $+537.432 $1.074.008 $+1.074.008 $
PEPSICO INCPEP1.969.383 $+150.964 $1.818.419 $-1.146.314 $2.964.733 $+232.896 $2.731.837 $+2.731.837 $
APPFOLIO INCAPPF2.582.670 $+84.750 $2.497.920 $+242.886 $2.255.034 $-183.065 $2.438.099 $+2.438.099 $
LOCKHEED MARTIN CORPLMT1.826.817 $-719.137 $2.545.954 $+203.131 $2.342.823 $+319.788 $2.023.035 $+2.023.035 $
MICROSOFT CORPMSFT1.998.318 $-525.134 $2.523.452 $+125.409 $2.398.043 $+669.372 $1.728.671 $+1.728.671 $
ETSY INCETSY1.352.001 $-1.043.997 $2.395.998 $+848.675 $1.547.323 $+147.858 $1.399.465 $+1.399.465 $
CHEVRON CORPCVX1.377.871 $-653.267 $2.031.138 $-96.038 $2.127.176 $-260.456 $2.387.632 $+2.387.632 $
PRICE T ROWE GROUP INCTROW2.131.241 $+648.563 $1.482.678 $-657.218 $2.139.896 $+501.409 $1.638.487 $+1.638.487 $
MCDONALDS CORPMCD1.418.701 $+23.772 $1.394.929 $+116.715 $1.278.214 $+9.963 $1.268.251 $+1.268.251 $
SPS COMMERCE INCSPSC1.414.682 $+145.784 $1.268.898 $+180.766 $1.088.132 $+59.578 $1.028.554 $+1.028.554 $
VERIZON COMMUNICATIONS INCVZ1.186.410 $-165.243 $1.351.653 $+87.387 $1.264.266 $+7.079 $1.257.187 $+1.257.187 $
NEXTERA ENERGY INCNEE1.286.679 $+347.257 $939.422 $-193.421 $1.132.843 $+124.036 $1.008.807 $+1.008.807 $
STARBUCKS CORPSBUX1.037.526 $+409.902 $627.624 $-466.563 $1.094.187 $+71.265 $1.022.922 $+1.022.922 $
GENUINE PARTS COGPC650.590 $-271.021 $921.611 $-84.545 $1.006.156 $+146.605 $859.551 $+859.551 $
GENERAL ELECTRIC COGE840.922 $+19.683 $821.239 $+118.564 $702.675 $+156.265 $546.410 $+546.410 $
EXXON MOBIL CORPXOM612.551 $+10.222 $602.329 $+42.721 $559.608 $-250.047 $809.655 $+809.655 $
AGNICO EAGLE MINES LTDAEM690.107 $-1.108 $691.215 $+200.664 $490.551 $+40.465 $450.086 $+450.086 $
PAN AMERICAN SILVER CORPPAAS485.563 $+99.735 $385.828 $+93.434 $292.394 $+8.006 $284.388 $+284.388 $
Grayscale Bitcoin Mini Trust ETFBTC259.336 $-90.669 $350.005 $+16.185 $333.820 $+60.327 $273.493 $+273.493 $
Strategy IncMSTR246.919 $-1.183 $248.102 $-63.155 $311.257 $+89.289 $221.968 $+221.968 $
SOUTHERN COSO233.347 $-20.258 $253.605 $+7.868 $245.737 $-321 $246.058 $+246.058 $
IREN LtdIREN234.415 $+234.415 $
REGIONS FINANCIAL CORPRF207.830 $+5.598 $202.232 $+202.232 $
NVIDIA CORPNVDA206.544 $+206.544 $
326.243.613 $-9.455.503 $336.140.075 $+19.166.053 $316.974.022 $+25.543.503 $291.430.519 $+291.430.519 $
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