Investments: Live Oak Investment Partners

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. ($)
127.335.659 $+6.540.706 $122.059.003 $+15.018.257 $107.137.282 $-5.782.174 $116.188.169 $+116.188.169 $
BANK OF AMERICA CORP /DE/BAC77.757.125 $+57.769 $77.699.356 $+10.153.907 $67.545.449 $-10.333.996 $77.879.445 $+77.879.445 $
MORGAN STANLEYMS6.538.091 $+6.538.091 $
NETFLIX INCNFLX1.779.846 $-1.611.899 $3.391.745 $-624.306 $4.016.051 $+1.157.847 $2.858.204 $+2.858.204 $
MICROSOFT CORPMSFT2.800.687 $-683.609 $3.484.296 $+51.127 $3.433.169 $+806.531 $2.626.638 $+2.626.638 $
BlackRock, Inc.BLK3.437.363 $+737.152 $2.700.211 $+462.264 $2.237.947 $+256.656 $1.981.291 $+1.981.291 $
APPFOLIO INCAPPF2.932.880 $-73.411 $3.006.291 $+557.855 $2.448.436 $-236.956 $2.685.392 $+2.685.392 $
AMAZON COM INCAMZN2.942.493 $+325.219 $2.617.274 $+6.314 $2.610.960 $+371.600 $2.239.360 $+2.239.360 $
EXXON MOBIL CORPXOM2.803.200 $+314.131 $2.489.069 $+215.351 $2.273.718 $-229.640 $2.503.358 $+2.503.358 $
ALPHA PRO TECH LTDAPT2.735.144 $+134.225 $2.600.919 $+718.776 $1.882.143 $+219.512 $1.662.631 $+1.662.631 $
AUTOZONE INCAZO1.475.303 $-1.068.809 $2.544.112 $+309.350 $2.234.762 $-102.472 $2.337.234 $+2.337.234 $
Bank of New York Mellon CorpBK2.141.976 $-362.538 $2.504.514 $+361.585 $2.142.929 $+127.466 $2.015.463 $+2.015.463 $
NVIDIA CORPNVDA2.141.766 $-18.271 $2.160.037 $+365.646 $1.794.391 $+565.944 $1.228.447 $+1.228.447 $
ALLSTATE CORPALL1.810.389 $-172.843 $1.983.232 $+160.125 $1.823.107 $-85.057 $1.908.164 $+1.908.164 $
RIO TINTO PLCRIO1.817.460 $+443.545 $1.373.915 $+218.252 $1.155.663 $-24.938 $1.180.601 $+1.180.601 $
TENET HEALTHCARE CORPTHC1.583.202 $-153.399 $1.736.601 $+258.729 $1.477.872 $+1.477.872 $
Option Care Health, Inc.OPCH1.556.711 $+643.879 $912.832 $+912.832 $
SUNCOR ENERGY INCSU1.540.933 $+431.672 $1.109.261 $+218.850 $890.411 $-45.839 $936.250 $+936.250 $
JOHNSON & JOHNSONJNJ1.426.390 $+1.426.390 $
AT&T INC.T1.061.463 $-288.183 $1.349.646 $+62.048 $1.287.598 $-2.762 $1.290.360 $+1.290.360 $
COMCAST CORPCMCSA1.271.964 $+322.080 $949.884 $-63.420 $1.013.304 $-22.251 $1.035.555 $+1.035.555 $
NICOLET BANKSHARES INCNIC1.242.684 $+1.242.684 $
REINSURANCE GROUP OF AMERICA INCRGA928.795 $-5.533 $934.328 $+41.906 $892.422 $-14.499 $906.921 $+906.921 $
COCA COLA COKO846.878 $-10.199 $857.077 $+21.227 $835.850 $-37.120 $872.970 $+872.970 $
DARDEN RESTAURANTS INCDRI726.327 $-88.033 $814.360 $-40.300 $854.660 $-2.973 $857.633 $+857.633 $
MCDONALDS CORPMCD845.118 $+98.916 $746.202 $-77.830 $824.032 $+824.032 $
Medtronic plcMDT844.944 $+844.944 $
ROYAL BANK OF CANADARY747.428 $+155.496 $591.932 $+183.075 $408.857 $+408.857 $
Walmart Inc.WMT628.804 $-45.420 $674.224 $+34.542 $639.682 $+68.959 $570.723 $+570.723 $
Public StoragePSA568.565 $+12.240 $556.325 $+75.996 $480.329 $-28.165 $508.494 $+508.494 $
FEDEX CORPFDX542.768 $+161.935 $380.833 $+83.284 $297.549 $-32.285 $329.834 $+329.834 $
Duke Energy CORPDUK501.307 $+35.388 $465.919 $+113.099 $352.820 $-34.801 $387.621 $+387.621 $
JPMORGAN CHASE & COJPM454.008 $+4.836 $449.172 $+33.441 $415.731 $+97.086 $318.645 $+318.645 $
TARGET CORPTGT384.358 $+384.358 $
Amcor plcAMCR311.817 $-16.402 $328.219 $+328.219 $
SOUTHERN COSO211.198 $-18.335 $229.533 $+7.121 $222.412 $-291 $222.703 $+222.703 $
NEXTERA ENERGY INCNEE206.641 $-21.414 $228.055 $+18.337 $209.718 $-4.441 $214.159 $+214.159 $
AMGEN INCAMGN212.497 $-2.784 $215.281 $+215.281 $
VERIZON COMMUNICATIONS INCVZ206.435 $+5.112 $201.323 $-7.786 $209.109 $+209.109 $
127.335.659 $+6.540.706 $122.059.003 $+15.018.257 $107.137.282 $-5.782.174 $116.188.169 $+116.188.169 $
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