Investments: Delta Accumulation, 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. ($)
2.598.433.527 $+1.071.899.078 $1.519.910.081 $+248.273.109 $1.285.937.294 $-321.242.186 $1.616.929.912 $+1.616.929.912 $
BANK OF AMERICA CORP /DE/BAC771.402.422 $+186.217.768 $585.184.654 $-29.241.374 $614.426.028 $-314.369.233 $928.795.261 $+928.795.261 $
JPMORGAN CHASE & COJPM599.331.778 $+289.007.851 $310.323.927 $+32.135.486 $278.188.441 $+50.732.916 $227.455.525 $+227.455.525 $
Bank of New York Mellon CorpBK274.703.767 $+163.680.067 $111.023.700 $+75.575.162 $35.448.538 $+2.040.824 $33.407.714 $+33.407.714 $
Walmart Inc.WMT229.950.240 $+146.519.340 $83.430.900 $-1.461.575 $84.892.475 $-15.867.375 $100.759.850 $+100.759.850 $
CARDINAL HEALTH INCCAH109.839.750 $+71.301.426 $38.538.324 $+0 $38.538.324 $+32.481.828 $6.056.496 $+6.056.496 $
CITIGROUP INCC60.585.448 $+51.658.688 $8.926.760 $+713.640 $8.213.120 $-3.180.080 $11.393.200 $+11.393.200 $
CUMMINS INCCMI57.221.445 $+42.553.758 $14.667.687 $+11.138.376 $3.529.311 $-5.828.220 $9.357.531 $+9.357.531 $
GENERAL DYNAMICS CORPGD56.491.548 $+13.579.148 $42.912.400 $+39.890.400 $3.022.000 $-302.200 $3.324.200 $+3.324.200 $
WELLTOWER INC.WELL54.086.754 $+40.336.332 $13.750.422 $+8.757.252 $4.993.170 $+0 $4.993.170 $+4.993.170 $
MCKESSON CORPMCK54.057.111 $+34.873.615 $19.183.496 $+1.779.912 $17.403.584 $+10.283.936 $7.119.648 $+7.119.648 $
BlackRock, Inc.BLK43.562.838 $+17.261.411 $26.301.427 $+19.654.857 $6.646.570 $-15.192.160 $21.838.730 $+21.838.730 $
MICROSOFT CORPMSFT23.132.995 $-10.142.104 $33.275.099 $+17.600.131 $15.674.968 $+11.274.720 $4.400.248 $+4.400.248 $
LOCKHEED MARTIN CORPLMT15.864.376 $-5.413.608 $21.277.984 $+6.254.792 $15.023.192 $-17.419.888 $32.443.080 $+32.443.080 $
RTX CorpRTX31.379.740 $+21.371.924 $10.007.816 $+4.264.832 $5.742.984 $+4.313.296 $1.429.688 $+1.429.688 $
AMERICAN EXPRESS COAXP11.209.485 $+5.297.325 $5.912.160 $-3.010.320 $8.922.480 $-22.428.240 $31.350.720 $+31.350.720 $
ALLSTATE CORPALL14.466.425 $-9.638.090 $24.104.515 $-1.877.535 $25.982.050 $-3.679.210 $29.661.260 $+29.661.260 $
COLGATE PALMOLIVE COCL15.788.196 $+1.960.704 $13.827.492 $+0 $13.827.492 $-13.785.968 $27.613.460 $+27.613.460 $
AT&T INC.T16.091.352 $-9.879.648 $25.971.000 $+14.592.600 $11.378.400 $+5.552.800 $5.825.600 $+5.825.600 $
FASTENAL COFAST23.187.114 $-1.359.940 $24.547.054 $+18.190.674 $6.356.380 $+3.713.840 $2.642.540 $+2.642.540 $
AbbVie Inc.ABBV23.031.792 $+7.746.840 $15.284.952 $+12.678.216 $2.606.736 $-8.333.656 $10.940.392 $+10.940.392 $
GOLDMAN SACHS GROUP INCGS15.558.300 $+10.904.266 $4.654.034 $-1.782.396 $6.436.430 $-16.338.630 $22.775.060 $+22.775.060 $
PEPSICO INCPEP15.127.008 $-2.796.262 $17.923.270 $+16.188.760 $1.734.510 $+1.734.510 $
MORGAN STANLEYMS14.770.496 $+6.118.576 $8.651.920 $+8.370.472 $281.448 $-4.565.712 $4.847.160 $+4.847.160 $
APPFOLIO INCAPPF12.179.328 $+8.730.928 $3.448.400 $+0 $3.448.400 $-5.405.600 $8.854.000 $+8.854.000 $
Mastercard IncMA1.157.174 $-2.954.205 $4.111.379 $-4.838.746 $8.950.125 $+1.284.374 $7.665.751 $+7.665.751 $
PAYCHEX INCPAYX4.251.622 $-3.128.828 $7.380.450 $-1.556.604 $8.937.054 $+4.589.298 $4.347.756 $+4.347.756 $
DEERE & CODE4.562.586 $-3.867.480 $8.430.066 $+0 $8.430.066 $+3.255.174 $5.174.892 $+5.174.892 $
COCA COLA COKO7.674.648 $+0 $7.674.648 $+7.674.648 $
PROCTER & GAMBLE CoPG1.891.692 $-5.763.748 $7.655.440 $+7.655.440 $
AMGEN INCAMGN1.031.072 $-579.978 $1.611.050 $-5.799.780 $7.410.830 $+7.410.830 $
HERSHEY COHSY3.275.640 $-176.400 $3.452.040 $+306.848 $3.145.192 $-3.221.904 $6.367.096 $+6.367.096 $
NASDAQ, INC.NDAQ6.060.912 $+1.505.088 $4.555.824 $+4.555.824 $
FISERV INCFISV940.380 $-1.574.720 $2.515.100 $-2.048.010 $4.563.110 $-467.090 $5.030.200 $+5.030.200 $
AFLAC INCAFL4.179.233 $+2.457.513 $1.721.720 $-3.264.560 $4.986.280 $+0 $4.986.280 $+4.986.280 $
DARDEN RESTAURANTS INCDRI4.453.284 $-175.182 $4.628.466 $+0 $4.628.466 $+3.971.946 $656.520 $+656.520 $
3M COMMM4.610.880 $+1.767.520 $2.843.360 $-1.257.640 $4.101.000 $+0 $4.101.000 $+4.101.000 $
YUM BRANDS INCYUM1.536.810 $-3.073.620 $4.610.430 $+4.610.430 $
MCDONALDS CORPMCD4.384.944 $+4.384.944 $
KROGER COKR3.623.840 $+300.440 $3.323.400 $-710.520 $4.033.920 $+3.323.400 $710.520 $+710.520 $
Palo Alto Networks IncPANW3.494.274 $+850.451 $2.643.823 $+1.315.930 $1.327.893 $-1.315.930 $2.643.823 $+2.643.823 $
SHERWIN WILLIAMS COSHW2.462.628 $-438.064 $2.900.692 $+1.603.014 $1.297.678 $-1.297.678 $2.595.356 $+2.595.356 $
UNITEDHEALTH GROUP INCUNH132.044 $-101.828 $233.872 $+0 $233.872 $-2.104.848 $2.338.720 $+2.338.720 $
STATE STREET CORPSTT2.218.972 $+697.288 $1.521.684 $+1.521.684 $
METLIFE INCMET2.094.992 $+2.094.992 $
PFIZER INCPFE1.608.540 $-260.984 $1.869.524 $+1.869.524 $
NVIDIA CORPNVDA1.592.897 $+555.678 $1.037.219 $+364.320 $672.899 $-541.501 $1.214.400 $+1.214.400 $
EMERSON ELECTRIC COEMR1.406.832 $+247.510 $1.159.322 $+579.661 $579.661 $-579.661 $1.159.322 $+1.159.322 $
Monster Beverage CorpMNST1.349.392 $+431.200 $918.192 $+0 $918.192 $+918.192 $
CINTAS CORPCTAS1.316.490 $+1.316.490 $
BOSTON SCIENTIFIC CORPBSX703.920 $+0 $703.920 $+703.920 $
BOEING COBA303.968 $+91.112 $212.856 $+0 $212.856 $+0 $212.856 $+212.856 $
STRYKER CORPSYK281.176 $-7.832 $289.008 $+0 $289.008 $+0 $289.008 $+289.008 $
SPS COMMERCE INCSPSC237.786 $+237.786 $
STARBUCKS CORPSBUX1.179 $-186 $1.365 $+0 $1.365 $+0 $1.365 $+1.365 $
DOLLAR GENERAL CORPDG398 $+144 $254 $+0 $254 $+0 $254 $+254 $
2.598.433.527 $+1.071.899.078 $1.519.910.081 $+248.273.109 $1.285.937.294 $-321.242.186 $1.616.929.912 $+1.616.929.912 $
Erweiterte Einstellungen ×