Investments: Prudent Man 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. ($)
189.275.069 $+856.166 $187.917.174 $-33.676.187 $229.785.041 $+43.385.892 $186.806.867 $+186.806.867 $
BANK OF AMERICA CORP /DE/BAC98.396.314 $-3.205.642 $101.601.956 $-20.714.082 $122.316.038 $+19.535.333 $102.780.705 $+102.780.705 $
BlackRock, Inc.BLK10.822.939 $-231.159 $11.054.098 $-5.758.561 $16.812.659 $+426.837 $16.385.822 $+16.385.822 $
NVIDIA CORPNVDA8.271.089 $-301.702 $8.572.791 $+439.624 $8.133.167 $+3.967.582 $4.165.585 $+4.165.585 $
MICROSOFT CORPMSFT6.953.972 $-626.744 $7.580.716 $-910.073 $8.490.789 $+3.544.650 $4.946.139 $+4.946.139 $
ALPHA PRO TECH LTDAPT8.308.384 $+1.701.721 $6.606.663 $+1.695.711 $4.910.952 $+1.572.342 $3.338.610 $+3.338.610 $
APPFOLIO INCAPPF7.820.195 $+372.134 $7.448.061 $+513.207 $6.934.854 $+1.078.280 $5.856.574 $+5.856.574 $
JPMORGAN CHASE & COJPM4.337.403 $+14.435 $4.322.968 $-1.190.830 $5.513.798 $+1.311.318 $4.202.480 $+4.202.480 $
AMAZON COM INCAMZN5.453.353 $+295.654 $5.157.699 $+337.920 $4.819.779 $+1.675.162 $3.144.617 $+3.144.617 $
BERKSHIRE HATHAWAY INCBRK-B2.362.920 $-34.107 $2.397.027 $-388.828 $2.785.855 $+607.110 $2.178.745 $+2.178.745 $
Walmart Inc.WMT2.400.331 $+97.661 $2.302.670 $+49.819 $2.252.851 $+946.799 $1.306.052 $+1.306.052 $
MORGAN STANLEYMS2.127.164 $+206.927 $1.920.237 $-424.237 $2.344.474 $+576.340 $1.768.134 $+1.768.134 $
ORACLE CORPORCL1.487.748 $-674.988 $2.162.736 $+283.611 $1.879.125 $+977.211 $901.914 $+901.914 $
EMERSON ELECTRIC COEMR1.507.036 $-26.721 $1.533.757 $-613.656 $2.147.413 $+638.328 $1.509.085 $+1.509.085 $
NEXTERA ENERGY INCNEE670.017 $-966.304 $1.636.321 $-350.132 $1.986.453 $+258.084 $1.728.369 $+1.728.369 $
EQUINIX INCEQIX780.717 $-583.687 $1.364.404 $-602.793 $1.967.197 $+137.552 $1.829.645 $+1.829.645 $
Mastercard IncMA1.708.644 $-39.309 $1.747.953 $-179.501 $1.927.454 $+517.141 $1.410.313 $+1.410.313 $
ELI LILLY & CoLLY1.916.154 $+1.247.003 $669.151 $-98.686 $767.837 $+133.538 $634.299 $+634.299 $
LAM RESEARCH CORPLRCX1.902.324 $+61.600 $1.840.724 $+112.744 $1.727.980 $+655.001 $1.072.979 $+1.072.979 $
STARBUCKS CORPSBUX1.512.951 $-20.881 $1.533.832 $-218.995 $1.752.827 $+110.761 $1.642.066 $+1.642.066 $
Booking Holdings Inc.BKNG1.429.873 $-11.732 $1.441.605 $-289.378 $1.730.983 $+685.214 $1.045.769 $+1.045.769 $
BOSTON SCIENTIFIC CORPBSX1.199.598 $-79.843 $1.279.441 $-294.545 $1.573.986 $+471.670 $1.102.316 $+1.102.316 $
Walt Disney CoDIS1.079.450 $-494.237 $1.573.687 $+655.185 $918.502 $+918.502 $
UNITEDHEALTH GROUP INCUNH473.378 $-783.859 $1.257.237 $+115.739 $1.141.498 $-286.768 $1.428.266 $+1.428.266 $
PROCTER & GAMBLE CoPG581.552 $-49.489 $631.041 $-565.612 $1.196.653 $-142.678 $1.339.331 $+1.339.331 $
DEERE & CODE774.820 $+11.543 $763.277 $-508.070 $1.271.347 $+1.173 $1.270.174 $+1.270.174 $
MICRON TECHNOLOGY INCMU1.271.216 $+1.271.216 $
BECTON DICKINSON & COBDX1.107.912 $-144.359 $1.252.271 $+1.252.271 $
CHEVRON CORPCVX596.838 $-22.303 $619.141 $-402.806 $1.021.947 $-192.578 $1.214.525 $+1.214.525 $
CHIPOTLE MEXICAN GRILL INCCMG876.604 $+121.452 $755.152 $-455.779 $1.210.931 $+418.918 $792.013 $+792.013 $
RTX CorpRTX660.423 $+50.338 $610.085 $-528.579 $1.138.664 $+88.786 $1.049.878 $+1.049.878 $
AbbVie Inc.ABBV936.453 $-140.061 $1.076.514 $+1.076.514 $
COCA COLA COKO584.858 $+22.340 $562.518 $-432.996 $995.514 $-11.884 $1.007.398 $+1.007.398 $
MCDONALDS CORPMCD463.641 $-3.742 $467.383 $-450.031 $917.414 $-78.109 $995.523 $+995.523 $
Constellation Energy CorpCEG968.313 $+968.313 $
NICOLET BANKSHARES INCNIC660.966 $-67.685 $728.651 $-230.005 $958.656 $+85.451 $873.205 $+873.205 $
FREEPORT-MCMORAN INCFCX939.615 $+939.615 $
ALBEMARLE CORPALB913.561 $+385.892 $527.669 $+72.998 $454.671 $+84.272 $370.399 $+370.399 $
LKQ CORPLKQ842.610 $+175.952 $666.658 $-202.892 $869.550 $+350.434 $519.116 $+519.116 $
DELTA AIR LINES, INC.DAL849.525 $+147.471 $702.054 $+25.288 $676.766 $+219.315 $457.451 $+457.451 $
Encompass Health CorpEHC294.326 $-62.854 $357.180 $-399.447 $756.627 $-31.534 $788.161 $+788.161 $
WELLTOWER INC.WELL348.390 $+15.268 $333.122 $-409.394 $742.516 $+11.091 $731.425 $+731.425 $
CONOCOPHILLIPSCOP675.771 $-19.276 $695.047 $-41.270 $736.317 $+74.796 $661.521 $+661.521 $
EQT CorpEQT726.709 $+726.709 $
COMCAST CORPCMCSA687.746 $-21.804 $709.550 $+709.550 $
GENERAL DYNAMICS CORPGD445.738 $-10.520 $456.258 $-244.018 $700.276 $+31.365 $668.911 $+668.911 $
DOVER CorpDOV394.190 $+54.357 $339.833 $-313.932 $653.765 $+26.763 $627.002 $+627.002 $
SYSCO CORPSYY627.595 $-15.059 $642.654 $+154.069 $488.585 $+488.585 $
Medtronic plcMDT346.200 $+12.003 $334.197 $-235.459 $569.656 $-17.939 $587.595 $+587.595 $
Public StoragePSA497.640 $-3.970 $501.610 $+501.610 $
REALTY INCOME CORPO455.004 $+2.062 $452.942 $+452.942 $
GOLDMAN SACHS GROUP INCGS444.363 $+2.019 $442.344 $+183.403 $258.941 $+258.941 $
BORGWARNER INCBWA363.139 $+6.360 $356.779 $-85.391 $442.170 $+50.353 $391.817 $+391.817 $
TARGET CORPTGT330.884 $+26.263 $304.621 $-130.623 $435.244 $+435.244 $
REGIONS FINANCIAL CORPRF397.530 $+7.623 $389.907 $-20.423 $410.330 $+410.330 $
VERIZON COMMUNICATIONS INCVZ359.198 $-30.946 $390.144 $+390.144 $
CATERPILLAR INCCAT389.162 $+65.024 $324.138 $+60.419 $263.719 $+39.679 $224.040 $+224.040 $
ASML HOLDING NVASML302.925 $+59.077 $243.848 $+243.848 $
SAP SESAP287.375 $+40.410 $246.965 $+246.965 $
FLUOR CORPFLR266.091 $+266.091 $
FabrinetFN261.971 $+261.971 $
Shell plcSHEL245.590 $-3.489 $249.079 $+249.079 $
WEYERHAEUSER COWY205.623 $-25.865 $231.488 $+231.488 $
ASTRAZENECA PLCAZN223.686 $-4.899 $228.585 $+228.585 $
Sony Group CorpSONY224.431 $+11.536 $212.895 $+212.895 $
Integer Holdings CorpITGR221.469 $+221.469 $
ROYAL BANK OF CANADARY215.874 $+215.874 $
CARPENTER TECHNOLOGY CORPCRS211.707 $+211.707 $
American Homes 4 RentAMH206.480 $+206.480 $
SITIME CorpSITM203.437 $+203.437 $
CHART INDUSTRIES INCGTLS201.238 $+201.238 $
REDWOOD TRUST INCRWT93.899 $-4.415 $98.314 $-69.347 $167.661 $+31.802 $135.859 $+135.859 $
Lloyds Banking Group plcLYG150.459 $+19.334 $131.125 $+131.125 $
MIZUHO FINANCIAL GROUP INCMFG116.037 $+3.616 $112.421 $+112.421 $
189.275.069 $+856.166 $187.917.174 $-33.676.187 $229.785.041 $+43.385.892 $186.806.867 $+186.806.867 $
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