Investments: Custos Family Office, 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. ($)
119.395.226 $-17.478.637 $137.378.442 $-109.887.789 $247.266.231 $+23.101.873 $224.164.358 $+224.164.358 $
BANK OF AMERICA CORP /DE/BAC96.104.827 $-15.713.054 $111.817.881 $-98.739.686 $210.557.567 $+20.656.065 $189.901.502 $+189.901.502 $
BlackRock, Inc.BLK6.837.035 $-2.300.681 $9.137.716 $-14.843.315 $23.981.031 $-141.744 $24.122.775 $+24.122.775 $
APPFOLIO INCAPPF4.742.071 $+298.340 $4.443.731 $+961.509 $3.482.222 $+2.386 $3.479.836 $+3.479.836 $
NVIDIA CORPNVDA1.231.719 $-482 $1.232.201 $+265.777 $966.424 $+512.659 $453.765 $+453.765 $
MICROSOFT CORPMSFT1.131.205 $-79.252 $1.210.457 $+153.335 $1.057.122 $+496.142 $560.980 $+560.980 $
ALPHA PRO TECH LTDAPT1.134.763 $+254.859 $879.904 $+528.469 $351.435 $+118.334 $233.101 $+233.101 $
PEPSICO INCPEP970.617 $+7.208 $963.409 $+80.390 $883.019 $-80.927 $963.946 $+963.946 $
BOEING COBA776.638 $+4.614 $772.024 $+22.535 $749.489 $+139.432 $610.057 $+610.057 $
NICOLET BANKSHARES INCNIC567.061 $-50.022 $617.083 $-8.069 $625.152 $+625.152 $
AMAZON COM INCAMZN620.444 $+60.101 $560.343 $+38.606 $521.737 $+207.998 $313.739 $+313.739 $
JPMORGAN CHASE & COJPM571.406 $+11.265 $560.141 $+93.853 $466.288 $+129.691 $336.597 $+336.597 $
UNITEDHEALTH GROUP INCUNH343.524 $-67.574 $411.098 $+64.364 $346.734 $-167.925 $514.659 $+514.659 $
SPS COMMERCE INCSPSC502.125 $+51.389 $450.736 $+122.739 $327.997 $+34.670 $293.327 $+293.327 $
EXXON MOBIL CORPXOM486.501 $+36.047 $450.454 $+73.654 $376.800 $+39.538 $337.262 $+337.262 $
Walmart Inc.WMT449.760 $+25.051 $424.709 $+70.888 $353.821 $+100.055 $253.766 $+253.766 $
SABINE ROYALTY TRUSTSBR381.523 $-60.592 $442.115 $+71.107 $371.008 $-5.619 $376.627 $+376.627 $
BERKSHIRE HATHAWAY INCBRK-B440.824 $-79 $440.903 $+62.974 $377.929 $+26.959 $350.970 $+350.970 $
Walt Disney CoDIS349.698 $-2.244 $351.942 $-27.665 $379.607 $+77.477 $302.130 $+302.130 $
Mastercard IncMA356.267 $+1.518 $354.749 $+53.953 $300.796 $+75.020 $225.776 $+225.776 $
AbbVie Inc.ABBV292.099 $-52.863 $344.962 $+89.087 $255.875 $+16.525 $239.350 $+239.350 $
CATERPILLAR INCCAT297.581 $+50.855 $246.726 $+246.726 $
CITIGROUP INCC296.533 $+37.463 $259.070 $+259.070 $
PROCTER & GAMBLE CoPG272.593 $+16.481 $256.112 $+33.337 $222.775 $+222.775 $
JOHNSON & JOHNSONJNJ261.062 $+27.790 $233.272 $+233.272 $
Accenture plcACN231.986 $+4.119 $227.867 $+227.867 $
MCDONALDS CORPMCD209.835 $-3.804 $213.639 $+213.639 $
Open Lending CorpLPRO40.108 $-14.490 $54.598 $+4.399 $50.199 $-21.219 $71.418 $+71.418 $
119.395.226 $-17.478.637 $137.378.442 $-109.887.789 $247.266.231 $+23.101.873 $224.164.358 $+224.164.358 $
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