Investments: Goodman Advisory Group, 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. ($)
372.530.213 $+6.426.710 $367.570.029 $+101.118.027 $266.209.709 $-13.261.413 $280.819.979 $+280.819.979 $
BANK OF AMERICA CORP /DE/BAC273.130.859 $-470.646 $273.601.505 $+82.437.907 $191.163.598 $-8.374.483 $199.538.081 $+199.538.081 $
NVIDIA CORPNVDA13.846.638 $-533.861 $14.380.499 $+3.340.095 $11.040.404 $+1.987.420 $9.052.984 $+9.052.984 $
ALPHA PRO TECH LTDAPT14.039.967 $+3.135.268 $10.904.699 $+3.392.749 $7.511.950 $+1.279.424 $6.232.526 $+6.232.526 $
MICROSOFT CORPMSFT12.105.092 $-699.664 $12.804.756 $+1.103.173 $11.701.583 $+1.885.180 $9.816.403 $+9.816.403 $
Royalty Pharma plcRPRX10.865.338 $+305.798 $10.559.540 $+10.559.540 $
APPFOLIO INCAPPF9.516.502 $+1.576.853 $7.939.649 $+591.468 $7.348.181 $-2.961.526 $10.309.707 $+10.309.707 $
AMAZON COM INCAMZN7.592.368 $+342.605 $7.249.763 $+36.646 $7.213.117 $+628.210 $6.584.907 $+6.584.907 $
BlackRock, Inc.BLK7.437.168 $+640.888 $6.796.280 $+2.284.947 $4.511.333 $+1.686.490 $2.824.843 $+2.824.843 $
Palo Alto Networks IncPANW4.969.158 $-2.394.758 $7.363.916 $+1.883.240 $5.480.676 $+3.156.040 $2.324.636 $+2.324.636 $
TYLER TECHNOLOGIES INCTYL322.304 $-772.669 $1.094.973 $-5.292.890 $6.387.863 $+1.766.387 $4.621.476 $+4.621.476 $
BERKSHIRE HATHAWAY INCBRK-B573.524 $-238.399 $811.923 $-2.336.348 $3.148.271 $-2.917.274 $6.065.545 $+6.065.545 $
Booking Holdings Inc.BKNG4.375.321 $+1.000.775 $3.374.546 $+3.374.546 $
AbbVie Inc.ABBV46.840 $-147.190 $194.030 $-52.102 $246.132 $-3.901.514 $4.147.646 $+4.147.646 $
TransDigm Group INCTDG3.881.151 $+868.840 $3.012.311 $+12.088 $3.000.223 $+1.096.817 $1.903.406 $+1.903.406 $
Duke Energy CORPDUK78.458 $-79.308 $157.766 $-3.581.965 $3.739.731 $+3.739.731 $
ROPER TECHNOLOGIES INCROP78.793 $-2.274.871 $2.353.664 $-1.367.043 $3.720.707 $+3.720.707 $
MCDONALDS CORPMCD145.563 $-180.790 $326.353 $-2.524.899 $2.851.252 $+2.851.252 $
RELX PLCRELX973.555 $-1.264.954 $2.238.509 $+2.238.509 $
INSULET CORPPODD1.864.615 $+1.864.615 $
LAM RESEARCH CORPLRCX1.375.945 $+299.657 $1.076.288 $+223.445 $852.843 $+852.843 $
DEXCOM INCDXCM1.293.420 $+1.293.420 $
ORACLE CORPORCL1.114.556 $+1.107.123 $7.433 $+7.433 $
MICRON TECHNOLOGY INCMU869.644 $+355.972 $513.672 $+137.266 $376.406 $+128.161 $248.245 $+248.245 $
Parker-Hannifin CorpPH387.621 $-438.004 $825.625 $+701.298 $124.327 $+124.327 $
MERCADOLIBRE INCMELI527.736 $-75.194 $602.930 $-71.386 $674.316 $+44.185 $630.131 $+630.131 $
Mastercard IncMA662.791 $+160.531 $502.260 $+67.879 $434.381 $+10.684 $423.697 $+423.697 $
MANHATTAN ASSOCIATES INCMANH572.094 $+293.527 $278.567 $+278.567 $
ELI LILLY & CoLLY494.352 $+143.372 $350.980 $-7.604 $358.584 $-21.334 $379.918 $+379.918 $
WILLIAMS SONOMA INCWSM205.022 $-19.354 $224.376 $-12.837 $237.213 $-131.476 $368.689 $+368.689 $
Aon plcAON175.029 $-87.414 $262.443 $-31.288 $293.731 $+293.731 $
Accenture plcACN174.395 $+1.282 $173.113 $-56.136 $229.249 $-10.085 $239.334 $+239.334 $
PAYCHEX INCPAYX139.104 $-18.078 $157.182 $-23.188 $180.370 $-10.938 $191.308 $+191.308 $
Edwards Lifesciences CorpEW96.332 $-34.322 $130.654 $-738 $131.392 $+9.626 $121.766 $+121.766 $
EXXON MOBIL CORPXOM115.526 $+7.286 $108.240 $+4.752 $103.488 $-10.685 $114.173 $+114.173 $
WILLIS TOWERS WATSON PLCWTW101.866 $-7.642 $109.508 $+9.589 $99.919 $-10.253 $110.172 $+110.172 $
RTX CorpRTX54.286 $+4.756 $49.530 $-39.086 $88.616 $+88.616 $
FISERV INCFISV26.532 $-24.395 $50.927 $-17.175 $68.102 $-19.126 $87.228 $+87.228 $
CHEVRON CORPCVX76.053 $-1.437 $77.490 $+6.038 $71.452 $-12.026 $83.478 $+83.478 $
NETFLIX INCNFLX58.131 $-16.202 $74.333 $-8.693 $83.026 $+25.209 $57.817 $+57.817 $
TE Connectivity plcTEL73.258 $+73.258 $
Bank of New York Mellon CorpBK67.332 $+59.448 $7.884 $+7.884 $
PROCTER & GAMBLE CoPG50.301 $-3.630 $53.931 $-1.990 $55.921 $-3.897 $59.818 $+59.818 $
GENUINE PARTS COGPC41.609 $-18.080 $59.689 $+59.689 $
Otter Tail CorpOTTR53.900 $-774 $54.674 $+3.255 $51.419 $-2.188 $53.607 $+53.607 $
INNODATA INCINOD8.712 $-43.696 $52.408 $+52.408 $
AT&T INC.T33.733 $-4.617 $38.350 $-951 $39.301 $+897 $38.404 $+38.404 $
MANULIFE FINANCIAL CORPMFC37.910 $-985 $38.895 $+985 $37.910 $+37.910 $
STRYKER CORPSYK29.875 $-1.547 $31.422 $-2.207 $33.629 $+1.988 $31.641 $+31.641 $
JPMORGAN CHASE & COJPM29.966 $+631 $29.335 $+2.373 $26.962 $+4.149 $22.813 $+22.813 $
Veralto CorpVLTO27.540 $-1.884 $29.424 $+2.528 $26.896 $+26.896 $
HUBSPOT INCHUBS19.664 $-3.259 $22.923 $-4.351 $27.274 $-719 $27.993 $+27.993 $
JOHNSON & JOHNSONJNJ26.697 $+2.778 $23.919 $+4.214 $19.705 $-1.688 $21.393 $+21.393 $
COLGATE PALMOLIVE COCL22.126 $-257 $22.383 $-3.069 $25.452 $-784 $26.236 $+26.236 $
NEXTERA ENERGY INCNEE24.574 $+24.574 $
CYTOKINETICS INCCYTK2.858 $-21.256 $24.114 $+24.114 $
VERIZON COMMUNICATIONS INCVZ17.718 $-1.400 $19.118 $+296 $18.822 $-910 $19.732 $+19.732 $
FRANCO NEVADA CorpFNV19.380 $+19.380 $
VICTORY CAPITAL MANAGEMENT INC15.981 $+15.981 $
PFIZER INCPFE15.289 $-356 $15.645 $+762 $14.883 $-675 $15.558 $+15.558 $
Fortive CorpFTV15.148 $+15.148 $
Walmart Inc.WMT13.369 $+1.002 $12.367 $+633 $11.734 $+11.734 $
Medtronic plcMDT10.951 $+10.951 $
ADVANCED MICRO DEVICES INCAMD10.708 $+10.708 $
FAIR ISAAC CORPFICO10.144 $+10.144 $
UNITEDHEALTH GROUP INCUNH5.942 $-273 $6.215 $+600 $5.615 $-3.813 $9.428 $+9.428 $
PALATIN TECHNOLOGIES INCPTNT9.303 $+9.303 $
GENERAL ELECTRIC COGE9.251 $+221 $9.030 $+5.427 $3.603 $+3.603 $
PEPSICO INCPEP6.315 $+136 $6.179 $+369 $5.810 $-787 $6.597 $+6.597 $
DELTA AIR LINES, INC.DAL5.768 $+785 $4.983 $+4.983 $
INTEL CORPINTC4.982 $+453 $4.529 $-735 $5.264 $+2.198 $3.066 $+3.066 $
EMERSON ELECTRIC COEMR5.200 $+924 $4.276 $+4.276 $
NICOLET BANKSHARES INCNIC2.548 $-241 $2.789 $-53 $2.842 $+303 $2.539 $+2.539 $
Vertiv Holdings CoVRT2.430 $+2.430 $
Hewlett Packard Enterprise CoHPE2.138 $-48 $2.186 $+1.307 $879 $+216 $663 $+663 $
Eaton Corp plcETN2.142 $+2.142 $
Nu Holdings Ltd.NU1.201 $+1.201 $
VALLEY NATIONAL BANCORPVLY1.168 $+108 $1.060 $+167 $893 $+4 $889 $+889 $
Viatris IncVTRS947 $+195 $752 $+91 $661 $+661 $
PHOTRONICS INCPLAB942 $+942 $
SanofiSNY485 $+13 $472 $-11 $483 $-72 $555 $+555 $
PLUG POWER INCPLUG149 $+149 $
372.530.213 $+6.426.710 $367.570.029 $+101.118.027 $266.209.709 $-13.261.413 $280.819.979 $+280.819.979 $
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