Investments: Ellsworth 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. ($)
484.975.840 $+65.658.699 $450.195.572 $+80.058.804 $395.752.040 $+64.908.714 $369.324.477 $+369.324.477 $
BANK OF AMERICA CORP /DE/BAC228.608.758 $+38.493.526 $190.115.232 $+22.030.438 $168.084.794 $-2.071.169 $170.155.963 $+170.155.963 $
SPS COMMERCE INCSPSC19.169.652 $+1.553.479 $17.616.173 $+4.076.539 $13.539.634 $+910.170 $12.629.464 $+12.629.464 $
CELESTICA INCCLS15.659.840 $+5.291.326 $10.368.514 $+10.368.514 $
NVIDIA CORPNVDA15.239.628 $+103.166 $15.136.462 $+1.509.558 $13.626.904 $+4.828.555 $8.798.349 $+8.798.349 $
APPFOLIO INCAPPF12.068.652 $+133.462 $11.935.190 $+4.486.653 $7.448.537 $-435.546 $7.884.083 $+7.884.083 $
ALPHA PRO TECH LTDAPT11.391.950 $+2.621.357 $8.770.593 $+3.205.418 $5.565.175 $+738.783 $4.826.392 $+4.826.392 $
JOHNSON & JOHNSONJNJ10.800.762 $+1.706.262 $9.094.500 $+2.050.934 $7.043.566 $-355.638 $7.399.204 $+7.399.204 $
ADVANCED MICRO DEVICES INCAMD8.361.017 $-1.292.262 $9.653.279 $+3.563.073 $6.090.206 $+6.090.206 $
AMGEN INCAMGN9.180.627 $+1.467.880 $7.712.747 $+935.850 $6.776.897 $+813.926 $5.962.971 $+5.962.971 $
MICROSOFT CORPMSFT8.227.223 $-390.093 $8.617.316 $+530.319 $8.086.997 $+2.112.794 $5.974.203 $+5.974.203 $
AngloGold Ashanti PLCAU7.769.386 $+1.715.605 $6.053.781 $+6.053.781 $
DARDEN RESTAURANTS INCDRI7.163.606 $+1.314.702 $5.848.904 $-959.642 $6.808.546 $-30.262 $6.838.808 $+6.838.808 $
AMAZON COM INCAMZN7.064.657 $+805.582 $6.259.075 $+85.221 $6.173.854 $+1.749.548 $4.424.306 $+4.424.306 $
CHEVRON CORPCVX6.534.505 $+228.306 $6.306.199 $+282.326 $6.023.873 $-703.945 $6.727.818 $+6.727.818 $
Vertiv Holdings CoVRT6.207.528 $-374.635 $6.582.163 $+6.582.163 $
AT&T INC.T5.132.483 $-478.495 $5.610.978 $-808.499 $6.419.477 $-149.691 $6.569.168 $+6.569.168 $
BERKSHIRE HATHAWAY INCBRK-B6.236.077 $+85.309 $6.150.768 $+124.305 $6.026.463 $-492.316 $6.518.779 $+6.518.779 $
GOLDMAN SACHS GROUP INCGS6.473.673 $+1.443.431 $5.030.242 $+227.315 $4.802.927 $+4.802.927 $
GENUINE PARTS COGPC6.454.736 $+545.114 $5.909.622 $+371.805 $5.537.817 $+215.476 $5.322.341 $+5.322.341 $
Duke Energy CORPDUK6.173.899 $-47.263 $6.221.162 $+356.772 $5.864.390 $-231.609 $6.095.999 $+6.095.999 $
NUCOR CORPNUE2.804.947 $+631.703 $2.173.244 $-3.966.338 $6.139.582 $+659.419 $5.480.163 $+5.480.163 $
Medtronic plcMDT6.138.792 $+546.338 $5.592.454 $+184.340 $5.408.114 $+20.737 $5.387.377 $+5.387.377 $
TechnipFMC plcFTI6.096.312 $+2.089.174 $4.007.138 $+4.007.138 $
Public StoragePSA5.271.360 $-522.463 $5.793.823 $+216.476 $5.577.347 $+23.044 $5.554.303 $+5.554.303 $
Aptiv PLCAPTV5.379.558 $+5.379.558 $
MCKESSON CORPMCK5.358.346 $+5.358.346 $
TEXTRON INCTXT5.005.234 $+5.005.234 $
LAM RESEARCH CORPLRCX4.992.835 $+1.505.559 $3.487.276 $+1.098.560 $2.388.716 $+783.536 $1.605.180 $+1.605.180 $
CATERPILLAR INCCAT552.576 $+110.443 $442.133 $-4.395.477 $4.837.610 $+4.389.922 $447.688 $+447.688 $
Jazz Pharmaceuticals plcJAZZ4.635.513 $+4.635.513 $
ELI LILLY & CoLLY4.629.782 $+1.074.609 $3.555.173 $+1.542.334 $2.012.839 $+86.487 $1.926.352 $+1.926.352 $
BARRICK MINING CORPB4.205.994 $+4.205.994 $
METLIFE INCMET4.200.650 $+4.200.650 $
MERCADOLIBRE INCMELI3.394.116 $-756.328 $4.150.444 $+1.011.494 $3.138.950 $+3.138.950 $
PRICE T ROWE GROUP INCTROW4.113.081 $+4.113.081 $
TARGET CORPTGT4.052.140 $+4.052.140 $
FORD MOTOR COF4.025.509 $+4.025.509 $
HP INCHPQ4.003.324 $+4.003.324 $
RAMBUS INCRMBS3.868.060 $+3.868.060 $
Option Care Health, Inc.OPCH3.820.428 $+3.820.428 $
RTX CorpRTX3.653.258 $+740.717 $2.912.541 $+236.098 $2.676.443 $+313.454 $2.362.989 $+2.362.989 $
EXXON MOBIL CORPXOM3.636.784 $+596.731 $3.040.053 $+353.055 $2.686.998 $-247.260 $2.934.258 $+2.934.258 $
RAYMOND JAMES FINANCIAL INCRJF3.603.442 $+166.767 $3.436.675 $+278.296 $3.158.379 $+266.353 $2.892.026 $+2.892.026 $
JPMORGAN CHASE & COJPM3.228.955 $+391.580 $2.837.375 $+452.815 $2.384.560 $+140.410 $2.244.150 $+2.244.150 $
FREEPORT-MCMORAN INCFCX3.073.452 $+1.209.849 $1.863.603 $+1.863.603 $
MICROCHIP TECHNOLOGY INCMCHP2.864.432 $+478.169 $2.386.263 $-81.112 $2.467.375 $+888.501 $1.578.874 $+1.578.874 $
Sony Group CorpSONY2.319.717 $-447.165 $2.766.882 $+301.008 $2.465.874 $+100.643 $2.365.231 $+2.365.231 $
NICOLET BANKSHARES INCNIC2.653.670 $+885.562 $1.768.108 $-958.334 $2.726.442 $+639.311 $2.087.131 $+2.087.131 $
Eaton Corp plcETN2.601.320 $-29.111 $2.630.431 $+2.414.790 $215.641 $-100.717 $316.358 $+316.358 $
CVS HEALTH CorpCVS2.615.023 $+238.784 $2.376.239 $+625.681 $1.750.558 $+1.750.558 $
Walt Disney CoDIS2.464.217 $+86.728 $2.377.489 $-111.304 $2.488.793 $+636.836 $1.851.957 $+1.851.957 $
PEPSICO INCPEP2.478.236 $+42.924 $2.435.312 $+431.814 $2.003.498 $-92.457 $2.095.955 $+2.095.955 $
ROYAL GOLD INCRGLD1.922.017 $+566.605 $1.355.412 $+266.320 $1.089.092 $+174.581 $914.511 $+914.511 $
Parker-Hannifin CorpPH1.869.263 $+875.924 $993.339 $+15.481 $977.858 $+66.083 $911.775 $+911.775 $
Sunoco LPSUN1.852.352 $+32.660 $1.819.692 $+1.819.692 $
EQUINOR ASAEQNR1.796.479 $+1.796.479 $
COMCAST CORPCMCSA1.795.960 $+1.795.960 $
Zoetis Inc.ZTS1.793.258 $+6.822 $1.786.436 $+102.927 $1.683.509 $+1.683.509 $
RIO TINTO PLCRIO1.737.219 $+495.443 $1.241.776 $+316.571 $925.205 $+102.349 $822.856 $+822.856 $
AES CORPAES1.584.399 $+1.584.399 $
BRINKS COBCO1.544.849 $+1.544.849 $
NETFLIX INCNFLX1.046.738 $-391.194 $1.437.932 $-87.337 $1.525.269 $+532.125 $993.144 $+993.144 $
MCDONALDS CORPMCD1.475.772 $+241.265 $1.234.507 $+1.234.507 $
SHERWIN WILLIAMS COSHW1.356.949 $+74.092 $1.282.857 $-62.578 $1.345.435 $-48.379 $1.393.814 $+1.393.814 $
EVERSOURCE ENERGYES1.376.477 $+142.981 $1.233.496 $+252.857 $980.639 $+128.428 $852.211 $+852.211 $
TAT TECHNOLOGIES LTDTATT1.365.773 $+224.601 $1.141.172 $+289.931 $851.241 $+851.241 $
ASTRONICS CORPATRO1.364.349 $+446.418 $917.931 $+917.931 $
LIGAND PHARMACEUTICALS INCLGND1.287.265 $-2.984 $1.290.249 $+457.316 $832.933 $+68.355 $764.578 $+764.578 $
IRADIMED CORPIRMD1.211.608 $+333.953 $877.655 $+152.402 $725.253 $+96.333 $628.920 $+628.920 $
Amcor plcAMCR1.006.539 $+142.739 $863.800 $+18.449 $845.351 $+66.499 $778.852 $+778.852 $
CECO ENVIRONMENTAL CORPCECO995.510 $+229.432 $766.078 $+766.078 $
IBEX LtdIBEX989.655 $+44.147 $945.508 $+195.310 $750.198 $+750.198 $
GORMAN RUPP COGRC989.498 $+148.253 $841.245 $+841.245 $
ALLIENT INCALNT967.017 $+967.017 $
EZCORP INCEZPW964.820 $+132.221 $832.599 $+308.379 $524.220 $-24.571 $548.791 $+548.791 $
PROASSURANCE CORPPRA898.812 $+19.884 $878.928 $-43.472 $922.400 $-32.125 $954.525 $+954.525 $
Bank First CorpBFC934.230 $+15.773 $918.457 $+76.671 $841.786 $+841.786 $
UNITED FIRE GROUP INCUFCS914.583 $+137.410 $777.173 $+777.173 $
ASURE SOFTWARE INCASUR864.209 $+864.209 $
CORVEL CORPCRVL786.267 $-69.184 $855.451 $+855.451 $
Blue Bird CorpBLBD852.713 $+852.713 $
Walmart Inc.WMT850.140 $+37.465 $812.675 $+178.070 $634.605 $+149.275 $485.330 $+485.330 $
COMMVAULT SYSTEMS INCCVLT768.375 $-76.254 $844.629 $+100.317 $744.312 $+744.312 $
WINMARK CORPWINA824.168 $+824.168 $
GigaCloud Technology IncGCT795.841 $+795.841 $
CORCEPT THERAPEUTICS INCCORT768.561 $+768.561 $
HEALTHSTREAM INCHSTM742.400 $+742.400 $
AMERISAFE INCAMSF719.574 $+719.574 $
BUILD-A-BEAR WORKSHOP INCBBW714.209 $+714.209 $
1ST SOURCE CORPSRCE709.020 $+100.270 $608.750 $+72.713 $536.037 $+33.334 $502.703 $+502.703 $
PROCTER & GAMBLE CoPG660.253 $-43.254 $703.507 $+101.914 $601.593 $-46.100 $647.693 $+647.693 $
Centessa Pharmaceuticals plcCNTA702.779 $+702.779 $
KAISER ALUMINUM CORPKALU681.039 $+681.039 $
UNITIL CORPUTL617.540 $-53.926 $671.466 $+671.466 $
RADWARE LTDRDWR654.178 $+654.178 $
ANI PHARMACEUTICALS INCANIP649.825 $+649.825 $
Knife River CorpKNF591.400 $-57.390 $648.790 $+648.790 $
CrossAmerica Partners LPCAPL560.196 $-88.133 $648.329 $+648.329 $
VERRA MOBILITY CorpVRRM613.307 $+613.307 $
NBT BANCORP INCNBTB600.314 $-5.863 $606.177 $+606.177 $
MCGRATH RENTCORPMGRC605.399 $+605.399 $
ENBRIDGE INCENB478.940 $-8.185 $487.125 $+23.430 $463.695 $+10.334 $453.361 $+453.361 $
MORGAN STANLEYMS476.365 $+43.119 $433.246 $+93.386 $339.860 $+59.140 $280.720 $+280.720 $
Grayscale Bitcoin Mini Trust ETFBTC372.943 $-74.626 $447.569 $+27.082 $420.487 $+420.487 $
EQT CorpEQT210.236 $-22.612 $232.848 $-190.205 $423.053 $+423.053 $
Palo Alto Networks IncPANW310.881 $-100.039 $410.920 $+82.268 $328.652 $+50.338 $278.314 $+278.314 $
STRYKER CORPSYK339.181 $-4.905 $344.086 $-16.602 $360.688 $+22.065 $338.623 $+338.623 $
Mastercard IncMA267.557 $-11.850 $279.407 $+52.147 $227.260 $+9.171 $218.089 $+218.089 $
NOVARTIS AGNVS242.635 $+22.339 $220.296 $+15.187 $205.109 $+205.109 $
PALATIN TECHNOLOGIES INCPTNT219.136 $+219.136 $
484.975.840 $+65.658.699 $450.195.572 $+80.058.804 $395.752.040 $+64.908.714 $369.324.477 $+369.324.477 $
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