Investments: Copperleaf Capital, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
160.162.622 $+8.516.583 $153.836.671 $+25.007.502 $129.227.955 $+129.227.955 $
BANK OF AMERICA CORP /DE/BAC76.776.041 $-6.771.246 $83.547.287 $+14.105.738 $69.441.549 $+69.441.549 $
iShares Bitcoin Trust ETFIBIT34.875.872 $+6.772.034 $28.103.838 $+6.823.886 $21.279.952 $+21.279.952 $
BlackRock, Inc.BLK16.489.729 $+2.556.498 $13.933.231 $+1.115.561 $12.817.670 $+12.817.670 $
ISHARES GOLD TRUSTIAU3.483.285 $+2.838.838 $644.447 $+267.026 $377.421 $+377.421 $
ALPHA PRO TECH LTDAPT3.345.768 $+689.307 $2.656.461 $+278.768 $2.377.693 $+2.377.693 $
AMAZON COM INCAMZN3.177.776 $-130.193 $3.307.969 $+332.107 $2.975.862 $+2.975.862 $
MICROSOFT CORPMSFT3.132.755 $-2.568 $3.135.323 $+667.056 $2.468.267 $+2.468.267 $
SCHWAB CHARLES CORPSCHW1.937.737 $-325.369 $2.263.106 $+349.258 $1.913.848 $+1.913.848 $
JPMORGAN CHASE & COJPM2.163.037 $+553.179 $1.609.858 $+410.679 $1.199.179 $+1.199.179 $
APPFOLIO INCAPPF2.112.719 $+356.017 $1.756.702 $-122.992 $1.879.694 $+1.879.694 $
Mastercard IncMA1.121.163 $-963.085 $2.084.248 $+34.839 $2.049.409 $+2.049.409 $
Booking Holdings Inc.BKNG702.159 $-1.000.138 $1.702.297 $+149.575 $1.552.722 $+1.552.722 $
ORACLE CORPORCL1.590.263 $+1.332.614 $257.649 $+257.649 $
Walt Disney CoDIS1.020.966 $-402.565 $1.423.531 $+254.019 $1.169.512 $+1.169.512 $
STARBUCKS CORPSBUX830.523 $-463.915 $1.294.438 $-93.704 $1.388.142 $+1.388.142 $
NVIDIA CORPNVDA1.330.634 $+186.958 $1.143.676 $+359.123 $784.553 $+784.553 $
CARMAX INCKMX856.591 $-163.616 $1.020.207 $+1.020.207 $
FISERV INCFISV762.569 $-218.800 $981.369 $+981.369 $
ELI LILLY & CoLLY739.436 $-52.611 $792.047 $+14.866 $777.181 $+777.181 $
Medtronic plcMDT763.707 $+763.707 $
UNITEDHEALTH GROUP INCUNH368.808 $-302.183 $670.991 $+670.991 $
BERKSHIRE HATHAWAY INCBRK-B640.524 $+396.635 $243.889 $-23.502 $267.391 $+267.391 $
Strategy IncMSTR625.732 $+625.732 $
AeroVironment IncAVAV592.623 $+592.623 $
CITIGROUP INCC480.390 $+247.430 $232.960 $+232.960 $
SPS COMMERCE INCSPSC398.786 $+398.786 $
AUTOZONE INCAZO351.800 $+47.397 $304.403 $-8.245 $312.648 $+312.648 $
GENERAL DYNAMICS CORPGD330.088 $+330.088 $
ENBRIDGE INCENB319.328 $+42.392 $276.936 $+37.835 $239.101 $+239.101 $
EXXON MOBIL CORPXOM269.630 $-37.516 $307.146 $-8.824 $315.970 $+315.970 $
SYSCO CORPSYY290.907 $+290.907 $
COMCAST CORPCMCSA221.008 $-30.771 $251.779 $+19.601 $232.178 $+232.178 $
Lloyds Banking Group plcLYG234.467 $+77.050 $157.417 $+34.123 $123.294 $+123.294 $
PROCTER & GAMBLE CoPG212.555 $-2.846 $215.401 $+2.035 $213.366 $+213.366 $
COCA COLA COKO202.664 $+202.664 $
160.162.622 $+8.516.583 $153.836.671 $+25.007.502 $129.227.955 $+129.227.955 $
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