Investments: Koss-Olinger Consulting, 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. ($)
1.046.143.000 $+43.917.000 $1.007.354.000 $-7.162.063 $1.014.516.063 $+38.607.063 $977.178.000 $+977.178.000 $
BANK OF AMERICA CORP /DE/BAC864.408.000 $+29.751.000 $834.657.000 $-5.055.539 $839.712.539 $+31.683.539 $808.029.000 $+808.029.000 $
BlackRock, Inc.BLK79.935.000 $+32.395.000 $47.540.000 $-153.848 $47.693.848 $-3.162.152 $50.856.000 $+50.856.000 $
NVIDIA CORPNVDA21.568.000 $+2.310.000 $19.258.000 $-423.368 $19.681.368 $+6.564.368 $13.117.000 $+13.117.000 $
BERKSHIRE HATHAWAY INCBRK-B8.505.000 $-1.466.000 $9.971.000 $-19.346 $9.990.346 $-1.440.654 $11.431.000 $+11.431.000 $
MICROSOFT CORPMSFT4.515.000 $-2.702.000 $7.217.000 $-258.168 $7.475.168 $+1.694.168 $5.781.000 $+5.781.000 $
ALPHA PRO TECH LTDAPT6.890.000 $+1.114.000 $5.776.000 $-212.001 $5.988.001 $+654.001 $5.334.000 $+5.334.000 $
AMAZON COM INCAMZN4.044.000 $-1.890.000 $5.934.000 $-214.551 $6.148.551 $+1.222.551 $4.926.000 $+4.926.000 $
APPFOLIO INCAPPF5.776.000 $+1.071.000 $4.705.000 $-284.651 $4.989.651 $-530.349 $5.520.000 $+5.520.000 $
MORGAN STANLEYMS3.541.000 $-245.000 $3.786.000 $+1 $3.785.999 $-149.001 $3.935.000 $+3.935.000 $
NICOLET BANKSHARES INCNIC858.000 $-2.154.000 $3.012.000 $-2.174 $3.014.174 $+206.174 $2.808.000 $+2.808.000 $
INCYTE CORPINCY2.141.000 $-773.000 $2.914.000 $-1.974 $2.915.974 $+283.974 $2.632.000 $+2.632.000 $
Walt Disney CoDIS1.987.000 $-811.000 $2.798.000 $-10.942 $2.808.942 $+456.942 $2.352.000 $+2.352.000 $
PALATIN TECHNOLOGIES INCPTNT1.833.000 $-917.000 $2.750.000 $-15 $2.750.015 $+1.047.015 $1.703.000 $+1.703.000 $
NETFLIX INCNFLX1.045.000 $-1.634.000 $2.679.000 $-18.866 $2.697.866 $+819.866 $1.878.000 $+1.878.000 $
GSK plcGSK2.402.000 $-120.000 $2.522.000 $-2.262 $2.524.262 $-117.738 $2.642.000 $+2.642.000 $
COMCAST CORPCMCSA1.077.000 $-1.362.000 $2.439.000 $-2.520 $2.441.520 $-163.480 $2.605.000 $+2.605.000 $
GENERAL ELECTRIC COGE2.241.000 $+334.000 $1.907.000 $-331 $1.907.331 $+389.331 $1.518.000 $+1.518.000 $
PFIZER INCPFE925.000 $-987.000 $1.912.000 $-1.661 $1.913.661 $-214.339 $2.128.000 $+2.128.000 $
FMC CORPFMC265.000 $-1.752.000 $2.017.000 $-3.021 $2.020.021 $-35.979 $2.056.000 $+2.056.000 $
CRISPR Therapeutics AGCRSP600.000 $-1.452.000 $2.052.000 $-462 $2.052.462 $+946.462 $1.106.000 $+1.106.000 $
Kraft Heinz CoKHC791.000 $-863.000 $1.654.000 $-2.045 $1.656.045 $-335.955 $1.992.000 $+1.992.000 $
UNITED PARCEL SERVICE INCUPS719.000 $-980.000 $1.699.000 $-1.706 $1.700.706 $-156.294 $1.857.000 $+1.857.000 $
GLOBAL PAYMENTS INCGPN653.000 $-813.000 $1.466.000 $-1.461 $1.467.461 $-372.539 $1.840.000 $+1.840.000 $
AMN HEALTHCARE SERVICES INCAMN503.000 $-920.000 $1.423.000 $-2.052 $1.425.052 $-291.948 $1.717.000 $+1.717.000 $
ALBEMARLE CORPALB1.593.000 $+684.000 $909.000 $-1.720 $910.720 $-180.280 $1.091.000 $+1.091.000 $
V F CORPVFC1.440.000 $+289.000 $1.151.000 $-1.135 $1.152.135 $-382.865 $1.535.000 $+1.535.000 $
LAM RESEARCH CORPLRCX1.524.000 $-247 $1.524.247 $+387.247 $1.137.000 $+1.137.000 $
DOLLAR GENERAL CORPDG1.307.000 $-166.000 $1.473.000 $-656 $1.473.656 $+316.656 $1.157.000 $+1.157.000 $
AMGEN INCAMGN1.169.000 $-4.008 $1.173.008 $-144.992 $1.318.000 $+1.318.000 $
PROCTER & GAMBLE CoPG1.049.000 $-173.000 $1.222.000 $+275 $1.221.725 $-81.275 $1.303.000 $+1.303.000 $
Lloyds Banking Group plcLYG1.226.000 $-65.000 $1.291.000 $-1.201 $1.292.201 $+118.201 $1.174.000 $+1.174.000 $
3M COMMM1.165.000 $-9.130 $1.174.130 $-57.870 $1.232.000 $+1.232.000 $
Royalty Pharma plcRPRX939.000 $-191.000 $1.130.000 $-1.442 $1.131.442 $+142.442 $989.000 $+989.000 $
JOHNSON & JOHNSONJNJ1.099.000 $+96.000 $1.003.000 $+159 $1.002.841 $-127.159 $1.130.000 $+1.130.000 $
JPMORGAN CHASE & COJPM617.000 $-435.000 $1.052.000 $+359 $1.051.641 $+135.641 $916.000 $+916.000 $
EXXON MOBIL CORPXOM468.000 $-45.000 $513.000 $-275.761 $788.761 $-257.239 $1.046.000 $+1.046.000 $
VERIZON COMMUNICATIONS INCVZ349.000 $-456.000 $805.000 $-14.784 $819.784 $-115.216 $935.000 $+935.000 $
DIAGEO PLCDEO309.000 $-512.000 $821.000 $-1.574 $822.574 $-45.426 $868.000 $+868.000 $
CITIGROUP INCC733.000 $-53.000 $786.000 $-30 $786.030 $-55.970 $842.000 $+842.000 $
BUILD-A-BEAR WORKSHOP INCBBW802.000 $+33.000 $769.000 $+406 $768.594 $+168.594 $600.000 $+600.000 $
REX AMERICAN RESOURCES CorpREX795.000 $+114.000 $681.000 $-355 $681.355 $+110.355 $571.000 $+571.000 $
CATERPILLAR INCCAT695.000 $+146.000 $549.000 $-21.178 $570.178 $+84.178 $486.000 $+486.000 $
NEXTERA ENERGY INCNEE686.000 $+93.000 $593.000 $-323 $593.323 $-96.677 $690.000 $+690.000 $
COCA COLA COKO498.000 $-80.000 $578.000 $-49.886 $627.886 $-33.114 $661.000 $+661.000 $
Legacy Housing CorpLEGH418.000 $-132.000 $550.000 $-117 $550.117 $-107.883 $658.000 $+658.000 $
SOUTHERN COSO602.000 $-34.000 $636.000 $-307 $636.307 $+4.307 $632.000 $+632.000 $
AbbVie Inc.ABBV514.000 $-27.000 $541.000 $+318 $540.682 $-83.318 $624.000 $+624.000 $
Blue Bird CorpBLBD600.000 $-23.000 $623.000 $-101 $623.101 $+114.101 $509.000 $+509.000 $
SANDRIDGE ENERGY INCSD615.000 $+102.000 $513.000 $-139 $513.139 $-64.861 $578.000 $+578.000 $
VIRCO MFG CORPORATIONVIRC331.000 $-134.000 $465.000 $+330 $464.670 $-129.330 $594.000 $+594.000 $
EASTERN COEML381.000 $-114.000 $495.000 $+180 $494.820 $-96.180 $591.000 $+591.000 $
Otter Tail CorpOTTR336.000 $-124.000 $460.000 $+75 $459.925 $-119.075 $579.000 $+579.000 $
RAYMOND JAMES FINANCIAL INCRJF579.000 $+579.000 $
Bank OZKOZK555.000 $-308 $555.308 $+42.308 $513.000 $+513.000 $
Walmart Inc.WMT425.000 $-113.000 $538.000 $-12.940 $550.940 $+28.940 $522.000 $+522.000 $
AMERICAN EXPRESS COAXP550.000 $+81.000 $469.000 $-9.337 $478.337 $+74.337 $404.000 $+404.000 $
CVS HEALTH CorpCVS461.000 $-51.000 $512.000 $+168 $511.832 $-28.168 $540.000 $+540.000 $
BOSTON SCIENTIFIC CORPBSX294.000 $-239.000 $533.000 $+139 $532.861 $+33.861 $499.000 $+499.000 $
Medtronic plcMDT357.000 $-117.000 $474.000 $+318 $473.682 $-57.318 $531.000 $+531.000 $
RTX CorpRTX529.000 $+229.000 $300.000 $-76.107 $376.107 $-19.893 $396.000 $+396.000 $
ELI LILLY & CoLLY524.000 $+136.000 $388.000 $-435 $388.435 $+435 $388.000 $+388.000 $
UNITEDHEALTH GROUP INCUNH341.000 $+35.000 $306.000 $+300 $305.700 $-215.300 $521.000 $+521.000 $
JABIL INCJBL323.000 $-193.000 $516.000 $+412 $515.588 $+187.588 $328.000 $+328.000 $
Ardmore Shipping CorpASC452.000 $-9.000 $461.000 $-117 $461.117 $-39.883 $501.000 $+501.000 $
HOVNANIAN ENTERPRISES INCHOV377.000 $-78.000 $455.000 $-106 $455.106 $-38.894 $494.000 $+494.000 $
CHEVRON CORPCVX438.000 $+26.000 $412.000 $-400 $412.400 $-79.600 $492.000 $+492.000 $
BEAZER HOMES USA INCBZH385.000 $-94.000 $479.000 $-255 $479.255 $+6.255 $473.000 $+473.000 $
SHOE CARNIVAL INCSCVL313.000 $-74.000 $387.000 $-494 $387.494 $-88.506 $476.000 $+476.000 $
INTEL CORPINTC297.000 $-133.000 $430.000 $-3.179 $433.179 $-23.821 $457.000 $+457.000 $
TRAVELZOOTZOO210.000 $-200.000 $410.000 $-8 $410.008 $-37.992 $448.000 $+448.000 $
MCDONALDS CORPMCD416.000 $+17.000 $399.000 $-255 $399.255 $-24.745 $424.000 $+424.000 $
Fresenius Medical Care AGFMS209.000 $-206.000 $415.000 $+478 $414.522 $+40.522 $374.000 $+374.000 $
Palo Alto Networks IncPANW409.000 $+11.000 $398.000 $+372 $397.628 $+24.628 $373.000 $+373.000 $
PEPSICO INCPEP329.000 $+23.000 $306.000 $-3.943 $309.943 $-72.057 $382.000 $+382.000 $
AT&T INC.T271.000 $-60.000 $331.000 $+71 $330.929 $-37.071 $368.000 $+368.000 $
Eaton Corp plcETN335.000 $+335.000 $
GOLDMAN SACHS GROUP INCGS326.000 $+25.000 $301.000 $-75 $301.075 $+68.075 $233.000 $+233.000 $
Duke Energy CORPDUK264.000 $-21.000 $285.000 $-77 $285.077 $-8.923 $294.000 $+294.000 $
TransUnionTRU261.000 $-15.000 $276.000 $-1.553 $277.553 $+277.553 $
SPS COMMERCE INCSPSC275.000 $+61.000 $214.000 $+314 $213.686 $+8.686 $205.000 $+205.000 $
FIFTH THIRD BANCORPFITB275.000 $+21.000 $254.000 $+146 $253.854 $+11.854 $242.000 $+242.000 $
SanofiSNY230.000 $-294 $230.294 $-44.706 $275.000 $+275.000 $
BECTON DICKINSON & COBDX266.000 $+266.000 $
BORGWARNER INCBWA261.000 $+49.000 $212.000 $+212.000 $
LOCKHEED MARTIN CORPLMT255.000 $+255.000 $
ARES CAPITAL CORPARCC253.000 $-309 $253.309 $+253.309 $
ROYAL BANK OF CANADARY251.000 $+251.000 $
CENTENE CORPCNC209.000 $+402 $208.598 $-32.402 $241.000 $+241.000 $
BLACKBAUD INCBLKB235.000 $+184 $234.816 $-1.184 $236.000 $+236.000 $
ASBURY AUTOMOTIVE GROUP INCABG201.000 $+201.000 $
Lithium Argentina AGLAR117.000 $+49.000 $68.000 $-220 $68.220 $-1.780 $70.000 $+70.000 $
1.046.143.000 $+43.917.000 $1.007.354.000 $-7.162.063 $1.014.516.063 $+38.607.063 $977.178.000 $+977.178.000 $
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