Investments: HOHIMER WEALTH MANAGEMENT, 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. ($)
617.034.022 $+24.885.056 $609.159.116 $+155.881.656 $474.514.103 $+44.810.266 $431.855.958 $+431.855.958 $
BANK OF AMERICA CORP /DE/BAC315.105.423 $+5.911.540 $309.193.883 $+71.814.968 $237.378.915 $+14.446.284 $222.932.631 $+222.932.631 $
MICROSOFT CORPMSFT44.381.105 $-3.237.838 $47.618.943 $+3.584.748 $44.034.195 $+10.745.343 $33.288.852 $+33.288.852 $
APPFOLIO INCAPPF19.208.696 $+1.369.096 $17.839.600 $+11.525.300 $6.314.300 $-278.673 $6.592.973 $+6.592.973 $
AMAZON COM INCAMZN15.733.716 $+3.799.428 $11.934.288 $+1.680.219 $10.254.069 $+1.427.147 $8.826.922 $+8.826.922 $
NVIDIA CORPNVDA15.154.157 $-476.586 $15.630.743 $-19.319 $15.650.062 $+4.816.592 $10.833.470 $+10.833.470 $
ALPHA PRO TECH LTDAPT15.124.642 $+3.396.617 $11.728.025 $+2.910.112 $8.817.913 $+1.129.994 $7.687.919 $+7.687.919 $
MICRON TECHNOLOGY INCMU8.018.642 $+3.295.949 $4.722.693 $+1.622.709 $3.099.984 $+776.372 $2.323.612 $+2.323.612 $
BARCLAYS PLCBCS7.898.724 $+1.321.879 $6.576.845 $+6.576.845 $
AGNICO EAGLE MINES LTDAEM7.890.435 $+1.518.361 $6.372.074 $+6.372.074 $
LAM RESEARCH CORPLRCX7.354.011 $+1.583.223 $5.770.788 $+1.048.922 $4.721.866 $+1.240.845 $3.481.021 $+3.481.021 $
EXXON MOBIL CORPXOM7.108.615 $+516.745 $6.591.870 $+1.542.453 $5.049.417 $-673.970 $5.723.387 $+5.723.387 $
BOEING COBA6.800.558 $-63.610 $6.864.168 $+80.825 $6.783.343 $+33.695 $6.749.648 $+6.749.648 $
JPMORGAN CHASE & COJPM6.808.536 $+176.915 $6.631.621 $-117.736 $6.749.357 $+938.733 $5.810.624 $+5.810.624 $
ALAMOS GOLD INCAGI5.991.860 $+2.193.131 $3.798.729 $+3.798.729 $
SEMPRASRE5.763.543 $-145.446 $5.908.989 $+1.053.875 $4.855.114 $+188.170 $4.666.944 $+4.666.944 $
ASML HOLDING NVASML5.769.308 $+539.122 $5.230.186 $+183.833 $5.046.353 $+704.139 $4.342.214 $+4.342.214 $
MCDONALDS CORPMCD5.720.947 $-1.787 $5.722.734 $+3.012.565 $2.710.169 $-184.876 $2.895.045 $+2.895.045 $
BlackRock, Inc.BLK3.233.601 $-621.223 $3.854.824 $-944.193 $4.799.017 $-869.540 $5.668.557 $+5.668.557 $
UNITED THERAPEUTICS CorpUTHR5.518.106 $+751.688 $4.766.418 $+1.138.337 $3.628.081 $-271.843 $3.899.924 $+3.899.924 $
AMGEN INCAMGN5.331.446 $+741.089 $4.590.357 $+514.731 $4.075.626 $-504.471 $4.580.097 $+4.580.097 $
FIRST MAJESTIC SILVER CORPAG5.317.169 $+2.185.763 $3.131.406 $+3.131.406 $
CHEVRON CORPCVX5.285.417 $+522.751 $4.762.666 $+3.644.893 $1.117.773 $-162.368 $1.280.141 $+1.280.141 $
MORGAN STANLEYMS485.176 $+263.015 $222.161 $-4.591.663 $4.813.824 $+647.008 $4.166.816 $+4.166.816 $
LOCKHEED MARTIN CORPLMT4.549.915 $-221.186 $4.771.101 $+1.012.196 $3.758.905 $+95.656 $3.663.249 $+3.663.249 $
PROCTER & GAMBLE CoPG2.138.162 $-2.576.676 $4.714.838 $+3.187.539 $1.527.299 $-103.326 $1.630.625 $+1.630.625 $
PEPSICO INCPEP1.837.921 $-2.864.295 $4.702.216 $+1.396.003 $3.306.213 $-594.926 $3.901.139 $+3.901.139 $
JOHNSON & JOHNSONJNJ4.532.577 $+487.985 $4.044.592 $+729.835 $3.314.757 $-318.925 $3.633.682 $+3.633.682 $
INCYTE CORPINCY4.082.065 $+576.613 $3.505.452 $-272.396 $3.777.848 $+415.991 $3.361.857 $+3.361.857 $
Hewlett Packard Enterprise CoHPE3.912.237 $-104.444 $4.016.681 $+1.480.349 $2.536.332 $-219.096 $2.755.428 $+2.755.428 $
PALATIN TECHNOLOGIES INCPTNT2.743.216 $-1.214.568 $3.957.784 $+3.057.663 $900.121 $+374.056 $526.065 $+526.065 $
EMERSON ELECTRIC COEMR3.627.308 $+36.286 $3.591.022 $-136.780 $3.727.802 $+661.989 $3.065.813 $+3.065.813 $
BERKSHIRE HATHAWAY INCBRK-B3.183.785 $+44.174 $3.139.611 $-290.897 $3.430.508 $-284.770 $3.715.278 $+3.715.278 $
Sibanye Stillwater LtdSBSW3.657.932 $+507.169 $3.150.763 $+3.150.763 $
STARBUCKS CORPSBUX3.647.840 $+846.158 $2.801.682 $+2.260.882 $540.800 $-76.480 $617.280 $+617.280 $
CAMECO CORPCCJ3.635.329 $+3.635.329 $
Eaton Corp plcETN2.629.685 $-983.738 $3.613.423 $+401.227 $3.212.196 $+2.341.796 $870.400 $+870.400 $
HERSHEY COHSY3.259.681 $-247.118 $3.506.799 $+3.506.799 $
DOLLAR GENERAL CORPDG3.390.615 $+813.563 $2.577.052 $+2.577.052 $
PRICE T ROWE GROUP INCTROW3.195.109 $-104.369 $3.299.478 $-58.412 $3.357.890 $-23.018 $3.380.908 $+3.380.908 $
Walt Disney CoDIS547.234 $-2.789.067 $3.336.301 $+3.336.301 $
Accenture plcACN2.485.625 $-617.125 $3.102.750 $+2.864.236 $238.514 $-7.374 $245.888 $+245.888 $
TARGET CORPTGT2.611.759 $-365.006 $2.976.765 $+2.976.765 $
FISERV INCFISV2.917.299 $+2.696.911 $220.388 $+220.388 $
ACADIA PHARMACEUTICALS INCACAD2.719.078 $+546.666 $2.172.412 $-370.324 $2.542.736 $-125.528 $2.668.264 $+2.668.264 $
CARDINAL HEALTH INCCAH2.519.106 $+595.058 $1.924.048 $-135.296 $2.059.344 $+370.559 $1.688.785 $+1.688.785 $
DOVER CorpDOV2.472.141 $+343.608 $2.128.533 $+175.830 $1.952.703 $+1.952.703 $
CENTENE CORPCNC2.103.621 $-260.791 $2.364.412 $+2.364.412 $
CUMMINS INCCMI2.320.506 $+400.412 $1.920.094 $+431.279 $1.488.815 $+63.917 $1.424.898 $+1.424.898 $
COMCAST CORPCMCSA2.265.728 $+2.265.728 $
UNILEVER PLCUL2.105.030 $-123.139 $2.228.169 $+1.221.976 $1.006.193 $+38.327 $967.866 $+967.866 $
CDW CorpCDW697.503 $-1.529.572 $2.227.075 $+2.227.075 $
AMERICAN EXPRESS COAXP2.208.762 $+246.894 $1.961.868 $+181.639 $1.780.229 $+271.666 $1.508.563 $+1.508.563 $
PIMCO INCOME STRATEGY FUNDPFL2.166.256 $+2.064.830 $101.426 $+101.426 $
ELI LILLY & CoLLY2.127.266 $+694.826 $1.432.440 $+248.140 $1.184.300 $-7.488 $1.191.788 $+1.191.788 $
CATERPILLAR INCCAT2.107.975 $+359.395 $1.748.580 $+329.961 $1.418.619 $+118.835 $1.299.784 $+1.299.784 $
VERIZON COMMUNICATIONS INCVZ2.068.555 $+1.801.515 $267.040 $+14.343 $252.697 $-14.473 $267.170 $+267.170 $
HYCROFT MINING HOLDING CORPHYMC1.987.766 $+1.987.766 $
ASTRAZENECA PLCAZN1.944.045 $+330.009 $1.614.036 $+240.824 $1.373.212 $-65.110 $1.438.322 $+1.438.322 $
GARTNER INCIT1.351.712 $-492.626 $1.844.338 $+1.844.338 $
ADVANCED MICRO DEVICES INCAMD1.834.923 $+412.142 $1.422.781 $+16.552 $1.406.229 $+439.343 $966.886 $+966.886 $
Palo Alto Networks IncPANW1.275.585 $-95.185 $1.370.770 $-334.700 $1.705.470 $+319.191 $1.386.279 $+1.386.279 $
PACCAR INCPCAR1.440.738 $+176.868 $1.263.870 $+181.418 $1.082.452 $-175.683 $1.258.135 $+1.258.135 $
SPS COMMERCE INCSPSC1.428.301 $+514.388 $913.913 $+256.395 $657.518 $+64.814 $592.704 $+592.704 $
Royalty Pharma plcRPRX1.400.724 $+139.396 $1.261.328 $+96.914 $1.164.414 $+140.353 $1.024.061 $+1.024.061 $
SHERWIN WILLIAMS COSHW221.740 $-45.625 $267.365 $-1.052.234 $1.319.599 $-8.720 $1.328.319 $+1.328.319 $
GLOBAL PAYMENTS INCGPN1.264.744 $+1.264.744 $
PAN AMERICAN SILVER CORPPAAS1.237.230 $+1.237.230 $
Viking Holdings LtdVIK1.192.119 $+167.971 $1.024.148 $+256.506 $767.642 $+767.642 $
NEXTERA ENERGY INCNEE891.079 $+55.034 $836.045 $-350.177 $1.186.222 $-2.362 $1.188.584 $+1.188.584 $
iShares Bitcoin Trust ETFIBIT1.171.690 $+1.171.690 $
Vertiv Holdings CoVRT1.014.836 $+77.160 $937.676 $+4.880 $932.796 $+391.801 $540.995 $+540.995 $
RTX CorpRTX1.001.773 $+87.876 $913.897 $+115.460 $798.437 $-47.188 $845.625 $+845.625 $
NovoCure LtdNVCR300.623 $-689.049 $989.672 $+989.672 $
Monster Beverage CorpMNST967.913 $+104.567 $863.346 $+863.346 $
STEEL DYNAMICS INCSTLD967.178 $+179.762 $787.416 $+184.745 $602.671 $-36.988 $639.659 $+639.659 $
Sea LtdSE237.408 $-717.368 $954.776 $+74.786 $879.990 $+55.685 $824.305 $+824.305 $
SCHWAB CHARLES CORPSCHW938.682 $+55.605 $883.077 $+26.397 $856.680 $+132.026 $724.654 $+724.654 $
MERCADOLIBRE INCMELI686.863 $-196.500 $883.363 $-31.408 $914.771 $+230.016 $684.755 $+684.755 $
DECKERS OUTDOOR CORPDECK911.418 $+246.101 $665.317 $+665.317 $
NETFLIX INCNFLX549.996 $-172.953 $722.949 $-131.416 $854.365 $+308.835 $545.530 $+545.530 $
UNITEDHEALTH GROUP INCUNH333.745 $-151.025 $484.770 $+18.583 $466.187 $-364.597 $830.784 $+830.784 $
ANALOG DEVICES INCADI759.298 $+81.055 $678.243 $+678.243 $
INTEL CORPINTC662.171 $+60.116 $602.055 $-138.041 $740.096 $+291.460 $448.636 $+448.636 $
Walmart Inc.WMT651.009 $+44.463 $606.546 $+111.584 $494.962 $-39.240 $534.202 $+534.202 $
AT&T INC.T480.451 $-148.120 $628.571 $-15.489 $644.060 $+14.689 $629.371 $+629.371 $
SYNOPSYS INCSNPS553.584 $-81.627 $635.211 $+143.749 $491.462 $+491.462 $
BROWN & BROWN, INC.BRO633.650 $+633.650 $
ROPER TECHNOLOGIES INCROP567.013 $+567.013 $
TransDigm Group INCTDG556.204 $+556.204 $
YUM BRANDS INCYUM235.997 $-238.243 $474.240 $+11.918 $462.322 $-28.641 $490.963 $+490.963 $
AbbVie Inc.ABBV433.277 $-5.734 $439.011 $+87.111 $351.900 $-45.100 $397.000 $+397.000 $
Public StoragePSA437.541 $+437.541 $
SILGAN HOLDINGS INCSLGN215.222 $-214.748 $429.970 $+429.970 $
OSI SYSTEMS INCOSIS374.493 $+374.493 $
ANI PHARMACEUTICALS INCANIP270.764 $-46.996 $317.760 $-1.052 $318.812 $-15.202 $334.014 $+334.014 $
GENERAL ELECTRIC COGE331.448 $+44.763 $286.685 $+41.392 $245.293 $+245.293 $
Addus HomeCare CorpADUS319.635 $+17.722 $301.913 $+48.656 $253.257 $+253.257 $
PHOTRONICS INCPLAB302.272 $+85.808 $216.464 $+216.464 $
CSX CORPCSX271.948 $+5.552 $266.396 $+21.606 $244.790 $+24.006 $220.784 $+220.784 $
BUILD-A-BEAR WORKSHOP INCBBW240.527 $-27.952 $268.479 $+268.479 $
KORN FERRYKFY266.904 $+7.609 $259.295 $+26.028 $233.267 $+233.267 $
NORTHRIM BANCORP INCNRIM266.260 $+49.855 $216.405 $+14.031 $202.374 $-8.573 $210.947 $+210.947 $
OLD SECOND BANCORP INCOSBC243.692 $+27.975 $215.717 $-38.852 $254.569 $+254.569 $
DIGI INTERNATIONAL INCDGII252.208 $+39.901 $212.307 $+6.633 $205.674 $+205.674 $
Ameris BancorpABCB216.720 $+3.168 $213.552 $-36.902 $250.454 $+250.454 $
Atlanticus Holdings CorpATLC249.322 $+30.877 $218.445 $+7.219 $211.226 $-13.323 $224.549 $+224.549 $
QCR HOLDINGS INCQCRH234.156 $+20.322 $213.834 $-21.575 $235.409 $-13.426 $248.835 $+248.835 $
SKYWEST INCSKYW206.644 $-8.582 $215.226 $-31.944 $247.170 $+247.170 $
BOX INCBOX218.726 $+6.701 $212.025 $-31.769 $243.794 $+243.794 $
Otter Tail CorpOTTR242.555 $+242.555 $
Mastercard IncMA238.968 $+4.397 $234.571 $+234.571 $
CENTRUS ENERGY CORPLEU234.723 $+234.723 $
CTS CORPCTS233.256 $+15.184 $218.072 $+218.072 $
NATIONAL HEALTHCARE CORPNHC230.051 $+230.051 $
ORACLE CORPORCL229.233 $+229.233 $
EPR PROPERTIESEPR220.612 $+4.992 $215.620 $+215.620 $
Element Solutions IncESI215.339 $-2.155 $217.494 $+217.494 $
Stagwell IncSTGW186.563 $-30.012 $216.575 $+216.575 $
MINERALS TECHNOLOGIES INCMTX212.045 $-4.319 $216.364 $+216.364 $
Amcor plcAMCR203.196 $-12.715 $215.911 $+25.761 $190.150 $+190.150 $
HOME BANCSHARES INCHOMB202.794 $-12.994 $215.788 $+12.442 $203.346 $+203.346 $
Jayud Global Logistics LtdJYD3.850 $-1.809 $5.659 $-209.661 $215.320 $+215.320 $
Taylor Morrison Home CorpTMHC214.070 $+13.472 $200.598 $+200.598 $
STRYKER CORPSYK214.036 $+12.649 $201.387 $+201.387 $
CABOT CORPCBT213.624 $+213.624 $
MONARCH CASINO & RESORT INCMCRI213.479 $+10.950 $202.529 $+202.529 $
Parker-Hannifin CorpPH211.829 $+211.829 $
INTERPARFUMS INCIPAR210.927 $+210.927 $
RIO TINTO PLCRIO208.915 $+208.915 $
ESCALADE INCESCA204.148 $+204.148 $
SM Energy CoSM202.029 $+202.029 $
FORD MOTOR COF189.072 $-12.251 $201.323 $+18.685 $182.638 $+13.803 $168.835 $+168.835 $
CITIGROUP INCC96.900 $-71.580 $168.480 $+168.480 $
ENDEAVOUR SILVER CORPEXK126.101 $+13.087 $113.014 $+52.178 $60.836 $+5.262 $55.574 $+55.574 $
617.034.022 $+24.885.056 $609.159.116 $+155.881.656 $474.514.103 $+44.810.266 $431.855.958 $+431.855.958 $
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