Investments: Montis Financial, 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. ($)
448.655.253 $+72.507.001 $376.423.538 $+62.163.616 $314.676.118 $+17.075.357 $297.612.981 $+297.612.981 $
BANK OF AMERICA CORP /DE/BAC370.172.135 $+72.922.098 $297.250.037 $+71.752.168 $225.497.869 $+18.873.090 $206.624.779 $+206.624.779 $
BlackRock, Inc.BLK5.696.015 $-2.374.487 $8.070.502 $-25.413.354 $33.483.856 $+2.950.666 $30.533.190 $+30.533.190 $
APPFOLIO INCAPPF20.230.253 $+389.634 $19.840.619 $+6.036.942 $13.803.677 $-4.422.941 $18.226.618 $+18.226.618 $
BERKSHIRE HATHAWAY INCBRK-B12.591.628 $-1.649.705 $14.241.333 $+97.951 $14.143.382 $-2.125.640 $16.269.022 $+16.269.022 $
ALPHA PRO TECH LTDAPT8.230.155 $+1.777.851 $6.452.304 $+2.926.915 $3.525.389 $+421.190 $3.104.199 $+3.104.199 $
SPS COMMERCE INCSPSC6.286.009 $+566.664 $5.719.345 $+2.531.433 $3.187.912 $+145.730 $3.042.182 $+3.042.182 $
MICROSOFT CORPMSFT5.055.772 $-1.582 $5.057.354 $+1.447.066 $3.610.288 $+384.680 $3.225.608 $+3.225.608 $
CATERPILLAR INCCAT2.158.048 $+407.821 $1.750.227 $+290.605 $1.459.622 $+213.688 $1.245.934 $+1.245.934 $
JPMORGAN CHASE & COJPM2.119.104 $+192.554 $1.926.550 $+989.143 $937.407 $+84.222 $853.185 $+853.185 $
ISHARES GOLD TRUSTIAU1.978.762 $+204.775 $1.773.987 $+253.775 $1.520.212 $+82.885 $1.437.327 $+1.437.327 $
AMAZON COM INCAMZN1.710.051 $+239.460 $1.470.591 $-121.433 $1.592.024 $+166.231 $1.425.793 $+1.425.793 $
DEERE & CODE1.301.118 $+114.343 $1.186.775 $-132.881 $1.319.656 $+101.657 $1.217.999 $+1.217.999 $
RTX CorpRTX1.110.120 $+163.953 $946.167 $+120.497 $825.670 $+76.675 $748.995 $+748.995 $
JOHNSON & JOHNSONJNJ980.806 $+176.212 $804.594 $+116.981 $687.613 $-58.765 $746.378 $+746.378 $
ORACLE CORPORCL294.704 $-644.075 $938.779 $+208.992 $729.787 $+263.101 $466.686 $+466.686 $
STRYKER CORPSYK683.957 $-30.611 $714.568 $-89.348 $803.916 $+40.435 $763.481 $+763.481 $
Mastercard IncMA771.259 $+42.613 $728.646 $-73.242 $801.888 $+13.535 $788.353 $+788.353 $
NETFLIX INCNFLX616.003 $-171.687 $787.690 $+787.690 $
EXXON MOBIL CORPXOM373.996 $+43.013 $330.983 $-310.162 $641.145 $-123.974 $765.119 $+765.119 $
AbbVie Inc.ABBV751.560 $-10.032 $761.592 $+257.317 $504.275 $-88.365 $592.640 $+592.640 $
NVIDIA CORPNVDA480.470 $-11.586 $492.056 $-249.741 $741.797 $+208.619 $533.178 $+533.178 $
PROCTER & GAMBLE CoPG662.937 $-47.854 $710.791 $+181.544 $529.247 $-36.522 $565.769 $+565.769 $
Walmart Inc.WMT693.436 $+51.972 $641.464 $+23.629 $617.835 $+63.308 $554.527 $+554.527 $
ELI LILLY & CoLLY296.612 $+86.024 $210.588 $-351.706 $562.294 $-33.440 $595.734 $+595.734 $
PEPSICO INCPEP528.791 $+11.246 $517.545 $+219.000 $298.545 $-56.949 $355.494 $+355.494 $
GENERAL ELECTRIC COGE495.362 $+77.775 $417.587 $+131.627 $285.960 $+63.593 $222.367 $+222.367 $
PALATIN TECHNOLOGIES INCPTNT241.740 $-204.277 $446.017 $+433.797 $12.220 $+12.220 $
MCDONALDS CORPMCD392.145 $+2.116 $390.029 $+15.042 $374.987 $-39.038 $414.025 $+414.025 $
CABOT CORPCBT310.588 $-47.531 $358.119 $+4.944 $353.175 $-38.331 $391.506 $+391.506 $
Edwards Lifesciences CorpEW369.303 $+38.547 $330.756 $-49.814 $380.570 $+27.882 $352.688 $+352.688 $
CHEVRON CORPCVX366.568 $-6.110 $372.678 $+151.702 $220.976 $-46.691 $267.667 $+267.667 $
UNITED PARCEL SERVICE INCUPS275.286 $-57.378 $332.664 $-29.797 $362.461 $+362.461 $
3M COMMM279.054 $+8.575 $270.479 $+31.005 $239.474 $+8.463 $231.011 $+231.011 $
LINDE PLCLIN213.195 $-24.305 $237.500 $+2.910 $234.590 $+1.770 $232.820 $+232.820 $
Otis Worldwide CorpOTIS213.528 $-8.991 $222.519 $+222.519 $
COLGATE PALMOLIVE COCL214.888 $-6.619 $221.507 $+221.507 $
IONIS PHARMACEUTICALS INCIONS213.597 $+213.597 $
448.655.253 $+72.507.001 $376.423.538 $+62.163.616 $314.676.118 $+17.075.357 $297.612.981 $+297.612.981 $
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