Investments: Hudson Value Partners, 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. ($)
321.598.900 $+20.453.990 $305.610.551 $+30.301.974 $277.998.287 $+27.476.967 $251.988.065 $+251.988.065 $
BANK OF AMERICA CORP /DE/BAC148.293.318 $+8.558.062 $139.735.256 $+11.364.572 $128.370.684 $+14.003.148 $114.367.536 $+114.367.536 $
ALPHA PRO TECH LTDAPT32.947.630 $+6.852.107 $26.095.523 $+7.053.223 $19.042.300 $+2.462.149 $16.580.151 $+16.580.151 $
BERKSHIRE HATHAWAY INCBRK-B22.301.265 $+676.027 $21.625.238 $+610.920 $21.014.318 $-1.575.369 $22.589.687 $+22.589.687 $
APPFOLIO INCAPPF17.548.417 $+567.205 $16.981.212 $+3.157.249 $13.823.963 $-1.645.147 $15.469.110 $+15.469.110 $
MICROSOFT CORPMSFT15.444.461 $-705.738 $16.150.199 $+861.805 $15.288.394 $+3.129.512 $12.158.882 $+12.158.882 $
NVIDIA CORPNVDA9.616.023 $-276.429 $9.892.452 $+1.760.823 $8.131.629 $+3.151.210 $4.980.419 $+4.980.419 $
ASML HOLDING NVASML8.254.072 $+859.801 $7.394.271 $+1.328.550 $6.065.721 $+2.339.753 $3.725.968 $+3.725.968 $
JOHNSON & JOHNSONJNJ7.457.715 $+988.967 $6.468.748 $+1.317.712 $5.151.036 $-1.204.616 $6.355.652 $+6.355.652 $
FRANCO NEVADA CorpFNV6.702.988 $-426.565 $7.129.553 $+2.091.964 $5.037.589 $+71.613 $4.965.976 $+4.965.976 $
AMGEN INCAMGN6.618.081 $+983.111 $5.634.970 $+106.891 $5.528.079 $+614.312 $4.913.767 $+4.913.767 $
JPMORGAN CHASE & COJPM4.856.172 $-46.299 $4.902.471 $-187.479 $5.089.950 $+1.325.331 $3.764.619 $+3.764.619 $
Knife River CorpKNF3.882.169 $-263.199 $4.145.368 $-176.899 $4.322.267 $-430.808 $4.753.075 $+4.753.075 $
ZEBRA TECHNOLOGIES CORPZBRA3.356.719 $-908.208 $4.264.927 $+495.577 $3.769.350 $+3.769.350 $
AMAZON COM INCAMZN4.206.460 $+187.012 $4.019.448 $-32.466 $4.051.914 $+636.176 $3.415.738 $+3.415.738 $
MCDONALDS CORPMCD3.973.508 $+124.437 $3.849.071 $+69.560 $3.779.511 $-199.146 $3.978.657 $+3.978.657 $
DEERE & CODE3.923.946 $+246.204 $3.677.742 $+220.010 $3.457.732 $+380.204 $3.077.528 $+3.077.528 $
Walmart Inc.WMT3.709.447 $+345.156 $3.364.291 $+74.581 $3.289.710 $-26.996 $3.316.706 $+3.316.706 $
ELI LILLY & CoLLY2.998.364 $+884.854 $2.113.510 $+204.441 $1.909.069 $-134.232 $2.043.301 $+2.043.301 $
NETFLIX INCNFLX1.693.612 $-501.611 $2.195.223 $-272.794 $2.468.017 $+630.000 $1.838.017 $+1.838.017 $
BlackRock, Inc.BLK2.383.570 $+80.265 $2.303.305 $+459.533 $1.843.772 $+1.005.287 $838.485 $+838.485 $
ADVANCED MICRO DEVICES INCAMD2.230.076 $+604.086 $1.625.990 $+34.581 $1.591.409 $+439.180 $1.152.229 $+1.152.229 $
Booking Holdings Inc.BKNG1.539.938 $+245.396 $1.294.542 $+1.294.542 $
EMERSON ELECTRIC COEMR1.460.931 $+35.660 $1.425.271 $-23.359 $1.448.630 $+257.391 $1.191.239 $+1.191.239 $
CHART INDUSTRIES INCGTLS1.380.164 $+31.153 $1.349.011 $+239.270 $1.109.741 $+136.755 $972.986 $+972.986 $
COCA COLA COKO1.273.795 $+67.368 $1.206.427 $-80.586 $1.287.013 $-35.522 $1.322.535 $+1.322.535 $
FEDEX CORPFDX1.270.236 $+213.571 $1.056.665 $+38.089 $1.018.576 $-73.802 $1.092.378 $+1.092.378 $
RIO TINTO PLCRIO1.254.711 $+1.254.711 $
nVent Electric plcNVT1.199.782 $+48.160 $1.151.622 $+296.428 $855.194 $+164.560 $690.634 $+690.634 $
Walt Disney CoDIS1.017.928 $+97.119 $920.809 $-76.479 $997.288 $+80.365 $916.923 $+916.923 $
PEPSICO INCPEP694.022 $+17.101 $676.921 $+40.488 $636.433 $-183.739 $820.172 $+820.172 $
EXXON MOBIL CORPXOM776.613 $+52.194 $724.419 $+35.038 $689.381 $-71.176 $760.557 $+760.557 $
CHEVRON CORPCVX543.198 $-10.411 $553.609 $+43.137 $510.472 $-241.162 $751.634 $+751.634 $
DEXCOM INCDXCM402.394 $-294.180 $696.574 $+46.453 $650.121 $+650.121 $
MICRON TECHNOLOGY INCMU689.584 $+689.584 $
Duke Energy CORPDUK544.270 $-28.074 $572.344 $-22.376 $594.720 $-20.009 $614.729 $+614.729 $
BOEING COBA614.549 $+5.908 $608.641 $+17.766 $590.875 $+109.924 $480.951 $+480.951 $
Snap IncSNAP460.188 $+249.676 $210.512 $+210.512 $
BARCLAYS BANK PLCATMP437.944 $+437.944 $
PROCTER & GAMBLE CoPG379.383 $-12.425 $391.808 $-14.458 $406.266 $-28.305 $434.571 $+434.571 $
Parker-Hannifin CorpPH395.525 $+94.539 $300.986 $-55 $301.041 $+39.058 $261.983 $+261.983 $
CATERPILLAR INCCAT291.559 $+52.984 $238.575 $+238.575 $
SPS COMMERCE INCSPSC277.933 $+29.104 $248.829 $+35.448 $213.381 $+213.381 $
ORACLE CORPORCL268.584 $+46.675 $221.909 $+221.909 $
CITIGROUP INCC231.046 $+30.076 $200.970 $+200.970 $
METLIFE INCMET206.672 $-7.490 $214.162 $+5.070 $209.092 $+209.092 $
AbbVie Inc.ABBV212.034 $+212.034 $
321.598.900 $+20.453.990 $305.610.551 $+30.301.974 $277.998.287 $+27.476.967 $251.988.065 $+251.988.065 $
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