Investments: Trinity Financial Advisors 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. ($)
176.203.456 $-7.700.041 $185.137.991 $+8.405.533 $176.942.985 $+30.482.301 $148.516.821 $+148.516.821 $
BANK OF AMERICA CORP /DE/BAC105.387.377 $-8.008.169 $113.395.546 $+3.643.496 $109.752.050 $+18.581.506 $91.170.544 $+91.170.544 $
BERKSHIRE HATHAWAY INCBRK-B20.793.123 $-97.232 $20.890.355 $+530.763 $20.359.592 $-1.839.798 $22.199.390 $+22.199.390 $
APPFOLIO INCAPPF10.094.775 $+473.553 $9.621.222 $+1.601.093 $8.020.129 $+2.127.456 $5.892.673 $+5.892.673 $
NVIDIA CORPNVDA8.623.503 $-40.659 $8.664.162 $+1.235.949 $7.428.213 $+4.838.017 $2.590.196 $+2.590.196 $
JPMORGAN CHASE & COJPM6.537.681 $+263.182 $6.274.499 $+397.983 $5.876.516 $+1.235.911 $4.640.605 $+4.640.605 $
FISERV INCFISV626.092 $-1.763.239 $2.389.331 $-805.771 $3.195.102 $-824.489 $4.019.591 $+4.019.591 $
AMAZON COM INCAMZN3.056.520 $-44.688 $3.101.208 $-40.896 $3.142.104 $+1.931.057 $1.211.047 $+1.211.047 $
Booking Holdings Inc.BKNG2.469.999 $-20.130 $2.490.129 $-179.708 $2.669.837 $+2.219.673 $450.164 $+450.164 $
ALPHA PRO TECH LTDAPT2.564.959 $+303.193 $2.261.766 $+582.567 $1.679.199 $+232.184 $1.447.015 $+1.447.015 $
MICROSOFT CORPMSFT1.904.264 $-447.579 $2.351.843 $+198.982 $2.152.861 $+583.482 $1.569.379 $+1.569.379 $
CITIGROUP INCC2.311.071 $+1.439.423 $871.648 $-373.500 $1.245.148 $+73.364 $1.171.784 $+1.171.784 $
EXXON MOBIL CORPXOM881.693 $+27.916 $853.777 $-385.498 $1.239.275 $-49.409 $1.288.684 $+1.288.684 $
BlackRock, Inc.BLK1.266.003 $+1.266.003 $
Walmart Inc.WMT997.327 $+77.721 $919.606 $+47.114 $872.492 $+91.773 $780.719 $+780.719 $
RTX CorpRTX956.614 $+83.821 $872.793 $+111.153 $761.640 $+82.360 $679.280 $+679.280 $
CATERPILLAR INCCAT887.949 $+76.794 $811.155 $+151.198 $659.957 $+140.165 $519.792 $+519.792 $
Palo Alto Networks IncPANW624.254 $-20.000 $644.254 $-44.360 $688.614 $-42.924 $731.538 $+731.538 $
Vertiv Holdings CoVRT717.134 $+93.169 $623.965 $+92.979 $530.986 $+530.986 $
PROCTER & GAMBLE CoPG357.074 $-84.330 $441.404 $-92.021 $533.425 $-180.892 $714.317 $+714.317 $
SOUTHERN COSO518.455 $-54.993 $573.448 $+19.322 $554.126 $-2.824 $556.950 $+556.950 $
GOLDMAN SACHS GROUP INCGS572.659 $+55.825 $516.834 $+59.432 $457.402 $+128.224 $329.178 $+329.178 $
ASML HOLDING NVASML478.227 $+45.491 $432.736 $+81.727 $351.009 $+38.153 $312.856 $+312.856 $
JOHNSON & JOHNSONJNJ471.660 $+45 $471.615 $+84.072 $387.543 $-16.788 $404.331 $+404.331 $
EMERSON ELECTRIC COEMR467.573 $+5.426 $462.147 $-7.575 $469.722 $+110.764 $358.958 $+358.958 $
GENERAL DYNAMICS CORPGD403.992 $-5.208 $409.200 $+59.208 $349.992 $+26.448 $323.544 $+323.544 $
Mastercard IncMA405.814 $+1.522 $404.292 $+4.930 $399.362 $+22.354 $377.008 $+377.008 $
PEPSICO INCPEP401.491 $+12.472 $389.019 $+56.278 $332.741 $-63.848 $396.589 $+396.589 $
MERCADOLIBRE INCMELI365.763 $+365.763 $
Bank of New York Mellon CorpBK361.156 $+22.181 $338.975 $+46.421 $292.554 $+35.963 $256.591 $+256.591 $
NETFLIX INCNFLX252.683 $-69.826 $322.509 $-37.717 $360.226 $+67.687 $292.539 $+292.539 $
ELI LILLY & CoLLY290.703 $+290.703 $
NEXTERA ENERGY INCNEE256.896 $-32.759 $289.655 $+67.511 $222.144 $-8.704 $230.848 $+230.848 $
ORACLE CORPORCL284.466 $+14.166 $270.300 $+270.300 $
BROWN & BROWN, INC.BRO213.715 $-38.884 $252.599 $-30.859 $283.458 $+283.458 $
COCA COLA COKO271.461 $+12.531 $258.930 $-16.876 $275.806 $-7.431 $283.237 $+283.237 $
INTEL CORPINTC274.429 $+44.340 $230.089 $+230.089 $
CHEVRON CORPCVX262.776 $-4.935 $267.711 $+55.539 $212.172 $-18.991 $231.163 $+231.163 $
HUMANA INCHUM257.015 $-4.040 $261.055 $+15.690 $245.365 $-21.000 $266.365 $+266.365 $
AbbVie Inc.ABBV232.138 $-32.491 $264.629 $+264.629 $
PFIZER INCPFE254.745 $-5.578 $260.323 $+13.014 $247.309 $-169 $247.478 $+247.478 $
3M COMMM250.877 $+7.710 $243.167 $+4.607 $238.560 $+19.587 $218.973 $+218.973 $
GENERAL ELECTRIC COGE242.450 $+242.450 $
WATSCO INCWSO222.771 $+222.771 $
AMERICAN EXPRESS COAXP210.527 $+210.527 $
RHRH203.160 $+203.160 $
COLGATE PALMOLIVE COCL201.600 $+201.600 $
SeaStar Medical Holding CorpICU18.000 $-10.500 $28.500 $+22.114 $6.386 $-7.514 $13.900 $+13.900 $
176.203.456 $-7.700.041 $185.137.991 $+8.405.533 $176.942.985 $+30.482.301 $148.516.821 $+148.516.821 $
Erweiterte Einstellungen ×