Investments: Systematic Alpha Investments, 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. ($)
2.210.336.049 $+145.493.473 $2.066.327.092 $+158.342.404 $1.909.553.677 $+119.369.397 $1.790.184.280 $+1.790.184.280 $
BANK OF AMERICA CORP /DE/BAC807.209.235 $+21.198.777 $786.010.458 $+50.602.419 $735.408.039 $+48.259.913 $687.148.126 $+687.148.126 $
ELI LILLY & CoLLY300.161.300 $+87.053.100 $213.108.200 $-4.616.900 $217.725.100 $-12.954.000 $230.679.100 $+230.679.100 $
NVIDIA CORPNVDA166.958.500 $-71.600 $167.030.100 $+25.594.300 $141.435.800 $+44.411.860 $97.023.940 $+97.023.940 $
APPFOLIO INCAPPF156.630.500 $+9.926.900 $146.703.600 $+28.496.100 $118.207.500 $-9.771.400 $127.978.900 $+127.978.900 $
ALPHA PRO TECH LTDAPT146.410.690 $+32.724.030 $113.686.660 $+31.139.640 $82.547.020 $+10.022.050 $72.524.970 $+72.524.970 $
MICROSOFT CORPMSFT121.583.000 $-8.630.700 $130.213.700 $+5.163.800 $125.049.900 $+30.676.100 $94.373.800 $+94.373.800 $
AMAZON COM INCAMZN52.049.910 $+2.536.870 $49.513.040 $+40.600 $49.472.440 $+6.568.810 $42.903.630 $+42.903.630 $
Mastercard IncMA34.182.010 $+123.940 $34.058.070 $+411.350 $33.646.720 $+827.490 $32.819.230 $+32.819.230 $
UNITEDHEALTH GROUP INCUNH18.922.900 $-870.730 $19.793.630 $+1.910.570 $17.883.060 $-12.139.860 $30.022.920 $+30.022.920 $
MCDONALDS CORPMCD29.340.790 $+167.050 $29.173.740 $+1.125.130 $28.048.610 $-1.939.220 $29.987.830 $+29.987.830 $
PEPSICO INCPEP27.760.360 $+595.750 $27.164.610 $+1.624.770 $25.539.840 $-3.462.300 $29.002.140 $+29.002.140 $
ALLSTATE CORPALL26.422.770 $-825.120 $27.247.890 $+1.693.400 $25.554.490 $-731.180 $26.285.670 $+26.285.670 $
RTX CorpRTX24.610.450 $+2.156.440 $22.454.010 $+2.859.590 $19.594.420 $+1.819.610 $17.774.810 $+17.774.810 $
METLIFE INCMET22.140.380 $-962.020 $23.102.400 $+546.920 $22.555.480 $+36.460 $22.519.020 $+22.519.020 $
AbbVie Inc.ABBV22.457.140 $-299.770 $22.756.910 $+4.513.250 $18.243.660 $-2.349.010 $20.592.670 $+20.592.670 $
NETFLIX INCNFLX15.715.110 $-4.379.990 $20.095.100 $-2.350.060 $22.445.160 $+6.815.020 $15.630.140 $+15.630.140 $
LAM RESEARCH CORPLRCX17.867.940 $+3.891.320 $13.976.620 $+3.816.170 $10.160.450 $+2.571.952 $7.588.498 $+7.588.498 $
SUN LIFE FINANCIAL INCSLF15.650.420 $+594.420 $15.056.000 $-1.610.190 $16.666.190 $+2.304.920 $14.361.270 $+14.361.270 $
EVERSOURCE ENERGYES15.226.810 $-861.640 $16.088.450 $+1.700.660 $14.387.790 $+341.490 $14.046.300 $+14.046.300 $
YUM BRANDS INCYUM15.012.120 $-71.450 $15.083.570 $+379.080 $14.704.490 $-910.970 $15.615.460 $+15.615.460 $
VERIZON COMMUNICATIONS INCVZ12.582.310 $-994.720 $13.577.030 $+210.060 $13.366.970 $-645.640 $14.012.610 $+14.012.610 $
Avery Dennison CorpAVY12.848.730 $+1.392.390 $11.456.340 $-939.560 $12.395.900 $-176.610 $12.572.510 $+12.572.510 $
COCA COLA COKO12.045.490 $+618.550 $11.426.940 $-763.280 $12.190.220 $-149.910 $12.340.130 $+12.340.130 $
TARGET CORPTGT11.220.330 $+924.030 $10.296.300 $-1.027.340 $11.323.640 $-655.430 $11.979.070 $+11.979.070 $
JPMORGAN CHASE & COJPM11.858.980 $+249.890 $11.609.090 $+939.240 $10.669.850 $+1.641.829 $9.028.021 $+9.028.021 $
ADVANCED MICRO DEVICES INCAMD11.695.920 $+2.860.083 $8.835.837 $+1.086.253 $7.749.584 $+2.138.644 $5.610.940 $+5.610.940 $
PFIZER INCPFE10.570.420 $-246.220 $10.816.640 $+526.400 $10.290.240 $-466.970 $10.757.210 $+10.757.210 $
SLM CorpSLM7.520.136 $-172.302 $7.692.438 $-1.420.100 $9.112.538 $+950.439 $8.162.099 $+8.162.099 $
UNILEVER PLCUL3.214 $-8.763.172 $8.766.386 $-279.495 $9.045.881 $+239.567 $8.806.314 $+8.806.314 $
INTEL CORPINTC7.947.817 $+721.549 $7.226.268 $+2.401.577 $4.824.691 $-66.771 $4.891.462 $+4.891.462 $
MICROCHIP TECHNOLOGY INCMCHP5.033.880 $-39.500 $5.073.380 $-485.850 $5.559.230 $+1.734.840 $3.824.390 $+3.824.390 $
Walmart Inc.WMT4.913.186 $+368.236 $4.544.950 $+232.848 $4.312.102 $+440.559 $3.871.543 $+3.871.543 $
MORGAN STANLEYMS3.075.885 $+321.744 $2.754.141 $+313.601 $2.440.540 $+419.116 $2.021.424 $+2.021.424 $
FRANKLIN RESOURCES INCBEN3.014.918 $+95.912 $2.919.006 $-90.864 $3.009.870 $+580.520 $2.429.350 $+2.429.350 $
Medtronic plcMDT2.853.078 $+24.355 $2.828.723 $+239.687 $2.589.036 $-79.896 $2.668.932 $+2.668.932 $
SOUTHERN COSO2.616.000 $-227.100 $2.843.100 $+88.200 $2.754.900 $-3.600 $2.758.500 $+2.758.500 $
GOLDMAN SACHS GROUP INCGS2.807.526 $+263.984 $2.543.542 $+282.988 $2.260.554 $+515.704 $1.744.850 $+1.744.850 $
WESTERN DIGITAL CORPWDC2.756.320 $+835.360 $1.920.960 $+897.120 $1.023.840 $+376.960 $646.880 $+646.880 $
Public StoragePSA2.343.285 $-265.031 $2.608.316 $-41.266 $2.649.582 $-53.007 $2.702.589 $+2.702.589 $
FREEPORT-MCMORAN INCFCX2.699.844 $+615.026 $2.084.818 $-219.538 $2.304.356 $+291.832 $2.012.524 $+2.012.524 $
CHEVRON CORPCVX2.263.898 $-42.780 $2.306.678 $+179.734 $2.126.944 $-357.982 $2.484.926 $+2.484.926 $
BOSTON SCIENTIFIC CORPBSX2.074.816 $-49.613 $2.124.429 $-212.813 $2.337.242 $+142.093 $2.195.149 $+2.195.149 $
BOEING COBA2.179.450 $+12.948 $2.166.502 $+63.240 $2.103.262 $+391.281 $1.711.981 $+1.711.981 $
V F CORPVFC2.111.328 $+426.236 $1.685.092 $+312.962 $1.372.130 $-440.249 $1.812.379 $+1.812.379 $
GREAT LAKES ADVISORS, LLC1.664.642 $+468.676 $1.195.966 $+309.777 $886.189 $+101.130 $785.059 $+785.059 $
BRADY CORPBRC1.583.074 $+6.868 $1.576.206 $+203.212 $1.372.994 $-53.934 $1.426.928 $+1.426.928 $
Otis Worldwide CorpOTIS1.276.184 $-59.608 $1.335.792 $-110.890 $1.446.682 $-61.070 $1.507.752 $+1.507.752 $
HP INCHPQ1.180.840 $-262.350 $1.443.190 $+146.810 $1.296.380 $-171.190 $1.467.570 $+1.467.570 $
KROGER COKR1.176.498 $-92.832 $1.269.330 $-81.346 $1.350.676 $+76.073 $1.274.603 $+1.274.603 $
GENERAL ELECTRIC COGE1.306.971 $+30.592 $1.276.379 $+184.273 $1.092.106 $+242.870 $849.236 $+849.236 $
KLA CORPKLAC1.289.200 $+144.805 $1.144.395 $+194.015 $950.380 $+229.113 $721.267 $+721.267 $
CHIPOTLE MEXICAN GRILL INCCMG799.200 $-47.304 $846.504 $-366.336 $1.212.840 $+128.304 $1.084.536 $+1.084.536 $
NEWS CORPNWSA960.833 $-165.547 $1.126.380 $+26.262 $1.100.118 $+104.661 $995.457 $+995.457 $
COPART INCCPRT742.753 $-110.418 $853.171 $-77.785 $930.956 $-142.670 $1.073.626 $+1.073.626 $
MGM Resorts InternationalMGM1.068.062 $+53.564 $1.014.498 $+7.903 $1.006.595 $+139.033 $867.562 $+867.562 $
SYNOPSYS INCSNPS964.335 $-48.595 $1.012.930 $-39.602 $1.052.532 $+172.103 $880.429 $+880.429 $
FORD MOTOR COF1.048.839 $+92.733 $956.106 $+88.735 $867.371 $+65.553 $801.818 $+801.818 $
ALIGN TECHNOLOGY INCALGN822.285 $+162.876 $659.409 $-337.603 $997.012 $+160.456 $836.556 $+836.556 $
Parker-Hannifin CorpPH984.435 $+135.307 $849.128 $+66.842 $782.286 $+101.494 $680.792 $+680.792 $
LINCOLN NATIONAL CORPLNC923.463 $+87.099 $836.364 $+118.829 $717.535 $-27.166 $744.701 $+744.701 $
REGIONS FINANCIAL CORPRF802.566 $+21.618 $780.948 $+84.403 $696.545 $+53.012 $643.533 $+643.533 $
MCKESSON CORPMCK738.261 $+42.975 $695.286 $+35.784 $659.502 $+53.811 $605.691 $+605.691 $
EXXON MOBIL CORPXOM726.853 $+45.843 $681.010 $+29.898 $651.112 $-67.225 $718.337 $+718.337 $
ORIX CORPIX724.948 $+76.911 $648.037 $+89.316 $558.721 $+40.441 $518.280 $+518.280 $
BERKSHIRE HATHAWAY INCBRK-B676.566 $-122 $676.688 $+22.842 $653.846 $-63.006 $716.852 $+716.852 $
MICRON TECHNOLOGY INCMU702.394 $+290.619 $411.775 $+108.457 $303.318 $+89.482 $213.836 $+213.836 $
Ameris BancorpABCB675.857 $+8.736 $667.121 $+78.351 $588.770 $+64.883 $523.887 $+523.887 $
Viatris IncVTRS656.500 $+134.463 $522.037 $+51.149 $470.888 $+11.601 $459.287 $+459.287 $
Allison Transmission Holdings IncALSN646.140 $+85.932 $560.208 $-66.726 $626.934 $-4.488 $631.422 $+631.422 $
Magnolia Oil & Gas CorpMGY570.992 $-70.612 $641.604 $+641.604 $
Organon & Co.OGN294.450 $-144.146 $438.596 $+41.067 $397.529 $-213.958 $611.487 $+611.487 $
FabrinetFN591.864 $+117.858 $474.006 $+474.006 $
Walt Disney CoDIS538.245 $-3.455 $541.700 $-44.991 $586.691 $+119.742 $466.949 $+466.949 $
INTUITIVE SURGICAL INCISRG582.784 $+122.584 $460.200 $-98.969 $559.169 $+49.537 $509.632 $+509.632 $
CARPENTER TECHNOLOGY CORPCRS566.712 $+124.740 $441.972 $-55.512 $497.484 $+171.360 $326.124 $+326.124 $
ALAMO GROUP INCALG553.610 $+553.610 $
NUCOR CORPNUE541.525 $+91.897 $449.628 $+19.555 $430.073 $+30.545 $399.528 $+399.528 $
ETSY INCETSY417.352 $-82.432 $499.784 $+122.179 $377.605 $+22.434 $355.171 $+355.171 $
CITIGROUP INCC494.545 $+64.374 $430.171 $+69.336 $360.835 $+58.909 $301.926 $+301.926 $
STATE STREET CORPSTT489.980 $+49.374 $440.606 $+36.727 $403.879 $+63.845 $340.034 $+340.034 $
RAMBUS INCRMBS487.017 $+487.017 $
CONOCOPHILLIPSCOP431.542 $-4.518 $436.060 $+22.359 $413.701 $-70.441 $484.142 $+484.142 $
SK TELECOM CO LTDSKM408.547 $-21.293 $429.840 $-34.825 $464.665 $+41.591 $423.074 $+423.074 $
INSIGHT ENTERPRISES INCNSIT240.336 $-94.224 $334.560 $-72.791 $407.351 $-35.119 $442.470 $+442.470 $
AMDOCS LTDDOX378.397 $-7.238 $385.635 $-43.193 $428.828 $-1.222 $430.050 $+430.050 $
HARMONY GOLD MINING CO LTDHMY429.840 $+37.800 $392.040 $+90.288 $301.752 $-17.280 $319.032 $+319.032 $
ANALOG DEVICES INCADI424.970 $+39.958 $385.012 $+12.035 $372.977 $+56.961 $316.016 $+316.016 $
MOSAIC COMOS280.239 $-123.193 $403.432 $-20.940 $424.372 $+110.165 $314.207 $+314.207 $
HALLIBURTON COHAL390.440 $+50.566 $339.874 $+58.304 $281.570 $-68.941 $350.511 $+350.511 $
URBAN OUTFITTERS INCURBN385.722 $+385.722 $
CENTENE CORPCNC332.954 $-39.441 $372.395 $+372.395 $
CHEESECAKE FACTORY INCCAKE366.088 $+366.088 $
UFP INDUSTRIES INCUFPI317.952 $-24.576 $342.528 $+342.528 $
TechnipFMC plcFTI319.138 $+36.597 $282.541 $+35.882 $246.659 $+19.696 $226.963 $+226.963 $
DARDEN RESTAURANTS INCDRI253.947 $-8.750 $262.697 $-38.102 $300.799 $+14.091 $286.708 $+286.708 $
Systematic Alpha Investments, LLC273.069 $+38.484 $234.585 $-11.277 $245.862 $-11.466 $257.328 $+257.328 $
Synchrony FinancialSYF271.814 $+40.333 $231.481 $+14.042 $217.439 $+217.439 $
TTM TECHNOLOGIES INCTTMI269.100 $+269.100 $
LINDE PLCLIN240.484 $-27.416 $267.900 $+3.282 $264.618 $+1.997 $262.621 $+262.621 $
DXC Technology CoDXC228.217 $+15.889 $212.328 $-25.860 $238.188 $-27.416 $265.604 $+265.604 $
Edwards Lifesciences CorpEW227.617 $+19.971 $207.646 $-1.175 $208.821 $+208.821 $
FLUOR CORPFLR225.588 $+225.588 $
GRAHAM CORPGHM211.959 $+211.959 $
CARNIVAL CORPCCL211.764 $+11.302 $200.462 $+200.462 $
ALLIENT INCALNT209.625 $+209.625 $
Paramount Skydance CorpPSKY139.735 $-57.563 $197.298 $+197.298 $
IMMERSION CORPIMMR179.096 $-13.176 $192.272 $+7.320 $184.952 $+184.952 $
LendingClub CorpLC121.503 $+121.503 $
2.210.336.049 $+145.493.473 $2.066.327.092 $+158.342.404 $1.909.553.677 $+119.369.397 $1.790.184.280 $+1.790.184.280 $
Erweiterte Einstellungen ×