Investments: Peterson Wealth Services

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
358.241.881 $-13.028.269 $371.270.150 $+76.987.970 $294.339.833 $+294.339.833 $
BANK OF AMERICA CORP /DE/BAC168.302.340 $-8.086.527 $176.388.867 $+34.082.985 $142.305.882 $+142.305.882 $
NVIDIA CORPNVDA25.559.376 $-1.827.433 $27.386.809 $+11.418.823 $15.967.986 $+15.967.986 $
APPFOLIO INCAPPF25.258.637 $+1.168.946 $24.089.691 $+1.889.271 $22.200.420 $+22.200.420 $
JPMORGAN CHASE & COJPM16.061.448 $+105.780 $15.955.668 $+3.496.035 $12.459.633 $+12.459.633 $
PALATIN TECHNOLOGIES INCPTNT13.572.279 $-1.756.109 $15.328.388 $+8.086.446 $7.241.942 $+7.241.942 $
AMAZON COM INCAMZN13.655.542 $+606.497 $13.049.045 $+1.864.801 $11.184.244 $+11.184.244 $
BERKSHIRE HATHAWAY INCBRK-B8.701.877 $-78.980 $8.780.857 $-465.264 $9.246.121 $+9.246.121 $
MICROSOFT CORPMSFT7.982.352 $-628.493 $8.610.845 $+2.426.387 $6.184.458 $+6.184.458 $
ASML HOLDING NVASML7.847.981 $+553.922 $7.294.059 $+2.298.130 $4.995.929 $+4.995.929 $
ORACLE CORPORCL5.116.499 $-2.307.149 $7.423.648 $+3.780.433 $3.643.215 $+3.643.215 $
CONOCOPHILLIPSCOP4.251.791 $-1.454.955 $5.706.746 $-614.290 $6.321.036 $+6.321.036 $
STRYKER CORPSYK4.859.967 $-110.428 $4.970.395 $+38.455 $4.931.940 $+4.931.940 $
ELI LILLY & CoLLY4.947.907 $+1.438.266 $3.509.641 $-220.256 $3.729.897 $+3.729.897 $
GARMIN LTDGRMN3.660.787 $-775.378 $4.436.165 $+564.406 $3.871.759 $+3.871.759 $
Walmart Inc.WMT3.983.583 $+170.684 $3.812.899 $+602.273 $3.210.626 $+3.210.626 $
MCDONALDS CORPMCD3.600.117 $+2.112 $3.598.005 $+3.598.005 $
Eaton Corp plcETN2.960.000 $-582.383 $3.542.383 $+1.006.027 $2.536.356 $+2.536.356 $
Zoetis Inc.ZTS4.633 $-23.390 $28.023 $-3.115.699 $3.143.722 $+3.143.722 $
EXXON MOBIL CORPXOM2.966.958 $+162.405 $2.804.553 $-61.937 $2.866.490 $+2.866.490 $
JOHNSON & JOHNSONJNJ2.930.160 $+297.693 $2.632.467 $+147.843 $2.484.624 $+2.484.624 $
AbbVie Inc.ABBV2.764.900 $+44.537 $2.720.363 $+2.673.221 $47.142 $+47.142 $
ANALOG DEVICES INCADI2.478.606 $+183.702 $2.294.904 $+446.271 $1.848.633 $+1.848.633 $
UNITEDHEALTH GROUP INCUNH1.449.531 $-141.536 $1.591.067 $-677.345 $2.268.412 $+2.268.412 $
DARDEN RESTAURANTS INCDRI1.997.391 $-70.394 $2.067.785 $-151.456 $2.219.241 $+2.219.241 $
REALTY INCOME CORPO1.878.559 $-165.019 $2.043.578 $+163.787 $1.879.791 $+1.879.791 $
Medtronic plcMDT1.921.808 $-112.424 $2.034.232 $+174.574 $1.859.658 $+1.859.658 $
ALPHA PRO TECH LTDAPT1.763.728 $+370.412 $1.393.316 $+539.632 $853.684 $+853.684 $
CUMMINS INCCMI1.750.676 $+311.669 $1.439.007 $+416.660 $1.022.347 $+1.022.347 $
COMCAST CORPCMCSA1.140.239 $-213.174 $1.353.413 $-185.966 $1.539.379 $+1.539.379 $
VERIZON COMMUNICATIONS INCVZ1.275.102 $-71.639 $1.346.741 $+6.494 $1.340.247 $+1.340.247 $
Vertiv Holdings CoVRT1.099.041 $+57.610 $1.041.431 $+543.897 $497.534 $+497.534 $
BRUNSWICK CORPBC1.002.731 $+135.794 $866.937 $+134.649 $732.288 $+732.288 $
AXCELIS TECHNOLOGIES INCACLS594.757 $-328.624 $923.381 $+469.844 $453.537 $+453.537 $
NEXTERA ENERGY INCNEE898.448 $+76.234 $822.214 $+82.599 $739.615 $+739.615 $
Simpson Manufacturing Co., Inc.SSD785.680 $-46.529 $832.209 $+60.058 $772.151 $+772.151 $
ADVANCED MICRO DEVICES INCAMD800.316 $+193.118 $607.198 $+232.197 $375.001 $+375.001 $
Trane Technologies plcTT734.952 $-62.588 $797.540 $+177.839 $619.701 $+619.701 $
NETFLIX INCNFLX539.120 $-150.259 $689.379 $+171.825 $517.554 $+517.554 $
UFP TECHNOLOGIES INCUFPT677.414 $+6.758 $670.656 $+24.781 $645.875 $+645.875 $
IREN LtdIREN657.840 $+641.931 $15.909 $+15.909 $
AMERICAN EXPRESS COAXP598.883 $+61.712 $537.171 $+103.158 $434.013 $+434.013 $
HUBSPOT INCHUBS16.453 $-465.381 $481.834 $-54.607 $536.441 $+536.441 $
FISERV INCFISV148.983 $-128.990 $277.973 $-183.341 $461.314 $+461.314 $
STERIS plcSTE448.562 $+11.019 $437.543 $+47.739 $389.804 $+389.804 $
DEXCOM INCDXCM367.623 $-15.459 $383.082 $+142.428 $240.654 $+240.654 $
Edwards Lifesciences CorpEW263.423 $+22.180 $241.243 $-113.474 $354.717 $+354.717 $
SCHWAB CHARLES CORPSCHW345.436 $+15.515 $329.921 $+43.703 $286.218 $+286.218 $
BlackRock, Inc.BLK313.487 $+5.997 $307.490 $+15.040 $292.450 $+292.450 $
CHIPOTLE MEXICAN GRILL INCCMG221.482 $-15.069 $236.551 $-56.475 $293.026 $+293.026 $
ALLSTATE CORPALL283.019 $-8.246 $291.265 $+17.280 $273.985 $+273.985 $
CHEVRON CORPCVX67.180 $-1.269 $68.449 $-201.796 $270.245 $+270.245 $
LAM RESEARCH CORPLRCX267.649 $+51.802 $215.847 $+215.847 $
Hewlett Packard Enterprise CoHPE230.316 $-4.904 $235.220 $+81.144 $154.076 $+154.076 $
OSHKOSH CORPOSK209.573 $-6.642 $216.215 $+47.604 $168.611 $+168.611 $
INTUITIVE SURGICAL INCISRG213.518 $+44.912 $168.606 $+18.539 $150.067 $+150.067 $
Phillips 66PSX194.633 $-10.263 $204.896 $+7.313 $197.583 $+197.583 $
PROCTER & GAMBLE CoPG157.750 $-11.149 $168.899 $-29.946 $198.845 $+198.845 $
COGNEX CORPCGNX147.289 $-38.072 $185.361 $+54.766 $130.595 $+130.595 $
MICROCHIP TECHNOLOGY INCMCHP182.056 $-1.204 $183.260 $+179.678 $3.582 $+3.582 $
SYNOPSYS INCSNPS158.296 $-9.950 $168.246 $+168.246 $
GLOBAL PAYMENTS INCGPN155.435 $-11.312 $166.747 $+166.747 $
FASTENAL COFAST117.231 $-25.240 $142.471 $+30.914 $111.557 $+111.557 $
UNITED PARCEL SERVICE INCUPS91.646 $-11.244 $102.890 $-37.896 $140.786 $+140.786 $
COCA COLA COKO70.050 $-62.855 $132.905 $+132.905 $
Accenture plcACN112.798 $+9.807 $102.991 $-25.951 $128.942 $+128.942 $
STARBUCKS CORPSBUX67.546 $+93 $67.453 $-9.829 $77.282 $+77.282 $
GENERAL ELECTRIC COGE69.615 $+1.630 $67.985 $+22.751 $45.234 $+45.234 $
BARRICK MINING CORPB51.520 $+51.520 $
AUTOZONE INCAZO37.307 $-9.886 $47.193 $+47.193 $
MCGRATH RENTCORPMGRC36.530 $-4.129 $40.659 $+2.365 $38.294 $+38.294 $
FORD MOTOR COF33.996 $+3.351 $30.645 $-7.408 $38.053 $+38.053 $
QUEST DIAGNOSTICS INCDGX26.030 $-8.274 $34.304 $+3.848 $30.456 $+30.456 $
CSX CORPCSX33.109 $+33.109 $
BANK OF HAWAII27.348 $+1.092 $26.256 $-1.332 $27.588 $+27.588 $
CATERPILLAR INCCAT18.332 $+3.063 $15.269 $+9.662 $5.607 $+5.607 $
PEPSICO INCPEP16.614 $+356 $16.258 $-1.100 $17.358 $+17.358 $
GENERAL DYNAMICS CORPGD14.719 $+14.719 $
TARGET CORPTGT12.414 $+1.022 $11.392 $-1.862 $13.254 $+13.254 $
RTX CorpRTX11.895 $+1.085 $10.810 $+2.330 $8.480 $+8.480 $
Smurfit Westrock plcSW9.598 $+9.598 $
NUCOR CORPNUE4.078 $+692 $3.386 $+3.386 $
HERSHEY COHSY3.640 $-101 $3.741 $+3.741 $
SYSCO CORPSYY2.727 $-320 $3.047 $+271 $2.776 $+2.776 $
BOEING COBA2.823 $+17 $2.806 $+589 $2.217 $+2.217 $
Amrize LtdAMRZ1.622 $+166 $1.456 $+1.456 $
INTEL CORPINTC227 $+227 $
358.241.881 $-13.028.269 $371.270.150 $+76.987.970 $294.339.833 $+294.339.833 $
Erweiterte Einstellungen ×