Investments: OAK FAMILY 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. ($)
326.762.972 $+16.304.877 $310.458.095 $+22.725.174 $287.732.921 $+39.835.537 $252.390.087 $+252.390.087 $
BANK OF AMERICA CORP /DE/BAC180.372.035 $+3.409.230 $176.962.805 $+4.436.642 $172.526.163 $+22.222.294 $150.303.869 $+150.303.869 $
BlackRock, Inc.BLK24.188.772 $+577.576 $23.611.196 $+4.759.638 $18.851.558 $+11.701.891 $7.149.667 $+7.149.667 $
ALPHA PRO TECH LTDAPT16.165.877 $+2.917.163 $13.248.714 $+1.395.982 $11.852.732 $+1.613.581 $10.239.151 $+10.239.151 $
BOEING COBA14.534.664 $+2.087.316 $12.447.348 $+338.609 $12.108.739 $+1.599.107 $10.509.632 $+10.509.632 $
ASTRAZENECA PLCAZN13.250.064 $+2.104.789 $11.145.275 $-630.483 $11.775.758 $-1.655.779 $13.431.537 $+13.431.537 $
JPMORGAN CHASE & COJPM9.674.011 $+298.170 $9.375.841 $+101.330 $9.274.511 $+3.877.420 $5.397.091 $+5.397.091 $
RTX CorpRTX7.848.603 $+721.684 $7.126.919 $+137.964 $6.988.955 $-442.183 $7.431.138 $+7.431.138 $
Walmart Inc.WMT6.353.267 $+440.612 $5.912.655 $+249.237 $5.663.418 $-964.200 $6.627.618 $+6.627.618 $
Amrize LtdAMRZ6.516.964 $+515.162 $6.001.802 $+6.001.802 $
VERRA MOBILITY CorpVRRM5.896.564 $+376.163 $5.520.401 $+226.611 $5.293.790 $+556.065 $4.737.725 $+4.737.725 $
SPS COMMERCE INCSPSC5.722.320 $+215.734 $5.506.586 $+5.225.838 $280.748 $+21.134 $259.614 $+259.614 $
BERKSHIRE HATHAWAY INCBRK-B4.821.239 $-174.076 $4.995.315 $+102.495 $4.892.820 $-722.808 $5.615.628 $+5.615.628 $
AMAZON COM INCAMZN5.055.881 $-513.073 $5.568.954 $+160.332 $5.408.622 $+924.574 $4.484.048 $+4.484.048 $
APPFOLIO INCAPPF4.793.529 $+49.431 $4.744.098 $+402.221 $4.341.877 $-1.158.580 $5.500.457 $+5.500.457 $
GENTEX CORPGNTX1.883.096 $-1.989.507 $3.872.603 $+803.338 $3.069.265 $+323.278 $2.745.987 $+2.745.987 $
AES CORPAES441.256 $-164.617 $605.873 $-2.953.096 $3.558.969 $+517.746 $3.041.223 $+3.041.223 $
PEPSICO INCPEP3.258.796 $+3.258.796 $
FISERV INCFISV2.967.974 $+2.967.974 $
ISHARES GOLD TRUSTIAU2.648.090 $-12.818 $2.660.908 $+617.807 $2.043.101 $-245.844 $2.288.945 $+2.288.945 $
NVIDIA CORPNVDA2.378.808 $+69.694 $2.309.114 $-297.563 $2.606.677 $+2.118.642 $488.035 $+488.035 $
AbbVie Inc.ABBV2.534.149 $-37.011 $2.571.160 $+491.650 $2.079.510 $-498.860 $2.578.370 $+2.578.370 $
ELI LILLY & CoLLY2.527.647 $+548.425 $1.979.222 $+1.979.222 $
Magnolia Oil & Gas CorpMGY1.042.402 $-84.501 $1.126.903 $-642.475 $1.769.378 $-224.116 $1.993.494 $+1.993.494 $
Mastercard IncMA1.385.526 $-664 $1.386.190 $+16.742 $1.369.448 $+25.458 $1.343.990 $+1.343.990 $
MICROSOFT CORPMSFT1.233.907 $+1.233.907 $
STRYKER CORPSYK1.029.104 $+1.029.104 $
CHEVRON CORPCVX995.237 $+995.237 $
Liberty Media CorpFWONA551.922 $-36.062 $587.984 $-29.351 $617.335 $+87.699 $529.636 $+529.636 $
CAMECO CORPCCJ280.417 $+23.386 $257.031 $-193.174 $450.205 $+159.410 $290.795 $+290.795 $
LOCKHEED MARTIN CORPLMT407.312 $-30.737 $438.049 $+27.311 $410.738 $+10.433 $400.305 $+400.305 $
MPLX LPMPLX290.188 $+18.981 $271.207 $-8.107 $279.314 $-10.538 $289.852 $+289.852 $
SOUTHERN COSO206.054 $-17.888 $223.942 $+4.652 $219.290 $-287 $219.577 $+219.577 $
326.762.972 $+16.304.877 $310.458.095 $+22.725.174 $287.732.921 $+39.835.537 $252.390.087 $+252.390.087 $
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