Investments: Roberts Capital 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. ($)
0 $+0 $74.936.241 $-48.323.888 $135.098.364 $+21.476.486 $114.098.834 $+114.098.834 $
BANK OF AMERICA CORP /DE/BAC25.345.806 $-25.758.358 $51.104.164 $+6.331.031 $44.773.133 $+44.773.133 $
MICROSOFT CORPMSFT4.830.402 $-6.996.516 $11.826.918 $+2.901.270 $8.925.648 $+8.925.648 $
NVIDIA CORPNVDA5.878.763 $-5.788.799 $11.667.562 $+3.663.699 $8.003.863 $+8.003.863 $
APPFOLIO INCAPPF4.716.766 $-5.249.982 $9.966.748 $-823.883 $10.790.631 $+10.790.631 $
AMAZON COM INCAMZN2.780.854 $-4.672.263 $7.453.117 $+989.604 $6.463.513 $+6.463.513 $
ALPHA PRO TECH LTDAPT3.266.791 $-3.172.474 $6.439.265 $+778.449 $5.660.816 $+5.660.816 $
NETFLIX INCNFLX645.019 $-2.884.928 $3.529.947 $+1.071.798 $2.458.149 $+2.458.149 $
CINTAS CORPCTAS2.973.977 $+231.385 $2.742.592 $+2.742.592 $
JPMORGAN CHASE & COJPM2.636.364 $+213.296 $2.423.068 $+1.031.972 $1.391.096 $+1.391.096 $
GOLDMAN SACHS GROUP INCGS1.480.415 $-1.151.707 $2.632.122 $+809.699 $1.822.423 $+1.822.423 $
BERKSHIRE HATHAWAY INCBRK-B2.362.878 $+2.362.878 $
ORACLE CORPORCL685.101 $-1.376.143 $2.061.244 $+743.115 $1.318.129 $+1.318.129 $
Parker-Hannifin CorpPH2.019.277 $+261.983 $1.757.294 $+1.757.294 $
CLEAN HARBORS INCCLH1.862.617 $+274.582 $1.588.035 $+1.588.035 $
MORGAN STANLEYMS940.248 $-726.267 $1.666.515 $+492.698 $1.173.817 $+1.173.817 $
Mastercard IncMA1.593.237 $+19.243 $1.573.994 $+38.710 $1.535.284 $+1.535.284 $
ELI LILLY & CoLLY1.539.734 $+1.539.734 $
PALATIN TECHNOLOGIES INCPTNT500.560 $-1.007.684 $1.508.244 $+574.442 $933.802 $+933.802 $
LAM RESEARCH CORPLRCX952.699 $-432.449 $1.385.148 $+350.627 $1.034.521 $+1.034.521 $
EXXON MOBIL CORPXOM1.240.250 $+1.240.250 $
LINDE PLCLIN1.214.575 $+14.882 $1.199.693 $+9.052 $1.190.641 $+1.190.641 $
AbbVie Inc.ABBV1.038.915 $-162.054 $1.200.969 $+1.200.969 $
JOHNSON & JOHNSONJNJ1.132.731 $+655.775 $476.956 $+476.956 $
KLA CORPKLAC662.260 $-437.709 $1.099.969 $+265.175 $834.794 $+834.794 $
Walmart Inc.WMT1.038.330 $+53.196 $985.134 $+100.650 $884.484 $+884.484 $
MICRON TECHNOLOGY INCMU677.311 $-320.644 $997.955 $+294.407 $703.548 $+703.548 $
Booking Holdings Inc.BKNG989.960 $+202.178 $787.782 $+787.782 $
INTUITIVE SURGICAL INCISRG768.341 $-165.237 $933.578 $+82.704 $850.874 $+850.874 $
PROCTER & GAMBLE CoPG907.611 $+907.611 $
Vertiv Holdings CoVRT879.865 $+385.151 $494.714 $+494.714 $
GENERAL ELECTRIC COGE831.166 $+831.166 $
UNITEDHEALTH GROUP INCUNH799.024 $+799.024 $
Accenture plcACN605.403 $-128.372 $733.775 $-32.283 $766.058 $+766.058 $
AppLovin CorpAPP757.573 $+184.178 $573.395 $+573.395 $
CHEVRON CORPCVX756.418 $+756.418 $
AMERICAN EXPRESS COAXP751.678 $+29.826 $721.852 $+112.992 $608.860 $+608.860 $
ADVANCED MICRO DEVICES INCAMD668.516 $+455.524 $212.992 $+212.992 $
Palo Alto Networks IncPANW656.878 $-3.291 $660.169 $+109.684 $550.485 $+550.485 $
COCA COLA COKO656.568 $+656.568 $
JONES LANG LASALLE INCJLL618.476 $+19.030 $599.446 $+599.446 $
ROPER TECHNOLOGIES INCROP580.444 $-23.286 $603.730 $+603.730 $
FAIR ISAAC CORPFICO594.087 $-5.265 $599.352 $+599.352 $
AT&T INC.T522.299 $+522.299 $
VERIZON COMMUNICATIONS INCVZ477.429 $+477.429 $
CITIGROUP INCC413.816 $+413.816 $
KOCH INDUSTRIES LLC0 $+0 $
0 $+0 $74.936.241 $-48.323.888 $135.098.364 $+21.476.486 $114.098.834 $+114.098.834 $
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