Investments: PEAK 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. ($)
195.993.863 $+28.155.024 $175.353.566 $+24.543.305 $162.838.305 $+28.245.672 $178.538.637 $+178.538.637 $
BANK OF AMERICA CORP /DE/BAC125.431.819 $+9.906.333 $115.525.486 $+6.497.153 $109.028.333 $+6.022.354 $103.005.979 $+103.005.979 $
MORGAN STANLEYMS22.182.764 $+22.182.764 $
BlackRock, Inc.BLK11.417.144 $+3.811.804 $7.605.340 $+227.291 $7.378.049 $+929.130 $6.448.919 $+6.448.919 $
AMAZON COM INCAMZN4.836.141 $+682.974 $4.153.167 $+94.233 $4.058.934 $+935.816 $3.123.118 $+3.123.118 $
NETFLIX INCNFLX2.832.208 $-843.681 $3.675.889 $-783.414 $4.459.303 $+1.481.735 $2.977.568 $+2.977.568 $
APPFOLIO INCAPPF1.241.856 $+58.590 $1.183.266 $-2.053.701 $3.236.967 $-699.843 $3.936.810 $+3.936.810 $
AMERICAN EXPRESS COAXP3.530.322 $+100.246 $3.430.076 $+117.316 $3.312.760 $+454.003 $2.858.757 $+2.858.757 $
CINTAS CORPCTAS2.433.563 $-922.331 $3.355.894 $+3.355.894 $
ORACLE CORPORCL759.564 $-2.564.693 $3.324.257 $+657.940 $2.666.317 $+2.666.317 $
3M COMMM2.748.236 $-554.058 $3.302.294 $+3.302.294 $
NVIDIA CORPNVDA1.199.568 $+638.709 $560.859 $+79.463 $481.396 $-2.813.139 $3.294.535 $+3.294.535 $
Walmart Inc.WMT2.499.372 $-790.303 $3.289.675 $+313.545 $2.976.130 $+2.976.130 $
Mastercard IncMA2.771.622 $-432.485 $3.204.107 $+2.757.927 $446.180 $+446.180 $
KLA CORPKLAC609.970 $-2.467.276 $3.077.246 $+3.077.246 $
CVS HEALTH CorpCVS2.977.587 $+1.603.830 $1.373.757 $+352.232 $1.021.525 $+1.021.525 $
RESMED INCRMD2.970.713 $+2.970.713 $
LOCKHEED MARTIN CORPLMT2.933.545 $+2.933.545 $
MICRON TECHNOLOGY INCMU2.902.620 $+1.838.967 $1.063.653 $+466.383 $597.270 $+597.270 $
FAIR ISAAC CORPFICO2.370.864 $-506.026 $2.876.890 $+2.876.890 $
Trane Technologies plcTT2.826.759 $+2.826.759 $
ALPHA PRO TECH LTDAPT2.792.644 $+2.792.644 $
CIENA CORPCIEN2.711.957 $+2.188.565 $523.392 $+523.392 $
FEDEX CORPFDX2.638.447 $+1.932.668 $705.779 $+212.516 $493.263 $+493.263 $
Grayscale Bitcoin Mini Trust ETFBTC2.359.780 $-205.693 $2.565.473 $+2.565.473 $
ROLLINS INCROL2.544.382 $+2.544.382 $
BROWN & BROWN, INC.BRO2.483.488 $+2.483.488 $
DECKERS OUTDOOR CORPDECK2.475.697 $+2.475.697 $
JOHNSON & JOHNSONJNJ2.474.593 $+1.909.004 $565.589 $+105.939 $459.650 $+459.650 $
COPART INCCPRT2.467.092 $+2.467.092 $
Aon plcAON2.464.498 $+2.464.498 $
TE Connectivity plcTEL2.352.226 $+1.484.643 $867.583 $+367.476 $500.107 $+500.107 $
SEMPRASRE2.344.276 $+1.520.779 $823.497 $+823.497 $
UNITEDHEALTH GROUP INCUNH2.298.595 $+2.298.595 $
AUTOZONE INCAZO542.640 $-1.703.259 $2.245.899 $+2.245.899 $
CURTISS WRIGHT CORPCW2.211.144 $+1.432.025 $779.119 $+271.516 $507.603 $+507.603 $
Meritage Homes CORPMTH2.177.322 $+1.461.279 $716.043 $+223.412 $492.631 $+492.631 $
PAYCHEX INCPAYX2.153.272 $+2.153.272 $
MCKESSON CORPMCK2.037.188 $+2.037.188 $
Element Solutions IncESI1.994.127 $+1.468.879 $525.248 $+525.248 $
BOSTON SCIENTIFIC CORPBSX1.856.465 $+1.204.101 $652.364 $+163.541 $488.823 $+488.823 $
HUBSPOT INCHUBS1.637.304 $+1.036.181 $601.123 $+601.123 $
NVR INCNVR1.108.392 $+1.108.392 $
Vertiv Holdings CoVRT870.010 $+309.629 $560.381 $+560.381 $
MICROSOFT CORPMSFT784.915 $+507.126 $277.789 $+277.789 $
AT&T INC.T593.594 $-130.561 $724.155 $-17.991 $742.146 $+31.195 $710.951 $+710.951 $
LAM RESEARCH CORPLRCX684.035 $+684.035 $
GARMIN LTDGRMN627.618 $+627.618 $
Moelis & CoMC584.777 $-41.308 $626.085 $+76.792 $549.293 $+49.297 $499.996 $+499.996 $
ENBRIDGE INCENB573.673 $-42.292 $615.965 $+62.744 $553.221 $+10.512 $542.709 $+542.709 $
GOLDMAN SACHS GROUP INCGS612.663 $+40.884 $571.779 $+67.153 $504.626 $+504.626 $
Allegion plcALLE604.240 $+604.240 $
Saba Capital Income & Opportunities FundBRW593.625 $+98.675 $494.950 $-16.303 $511.253 $+27.802 $483.451 $+483.451 $
FASTENAL COFAST586.139 $+586.139 $
ATI INCATI495.160 $+495.160 $
Duke Energy CORPDUK471.301 $-21.595 $492.896 $+42.018 $450.878 $+450.878 $
NNN REIT, INC.NNN453.078 $-28.972 $482.050 $-3.325 $485.375 $+7.575 $477.800 $+477.800 $
TWILIO INCTWLO476.423 $+476.423 $
BOISE CASCADE CoBCC355.490 $+355.490 $
HEICO CORPHEI230.216 $-1.514 $231.730 $-4.250 $235.980 $+235.980 $
JPMORGAN CHASE & COJPM223.943 $+4.719 $219.224 $+17.737 $201.487 $+201.487 $
SONO TEK CORPSOTK59.972 $-4.357 $64.329 $+9.843 $54.486 $+1.630 $52.856 $+52.856 $
195.993.863 $+28.155.024 $175.353.566 $+24.543.305 $162.838.305 $+28.245.672 $178.538.637 $+178.538.637 $
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