Investments: Disciplined Equity Management, Inc.

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. ($)
42.013.210 $-21.803 $42.035.013 $+58.503 $42.316.703 $+4.939.942 $37.376.761 $+37.376.761 $
BANK OF AMERICA CORP /DE/BAC22.319.544 $-196.269 $22.515.813 $-703.107 $23.218.920 $+2.293.428 $20.925.492 $+20.925.492 $
FORD MOTOR COF2.706.132 $+214.146 $2.491.986 $+176.704 $2.315.282 $+381.999 $1.933.283 $+1.933.283 $
VERIZON COMMUNICATIONS INCVZ1.953.615 $-175.104 $2.128.719 $-169.784 $2.298.503 $+94.687 $2.203.816 $+2.203.816 $
PFIZER INCPFE2.120.733 $-69.273 $2.190.006 $+79.914 $2.110.092 $+266.353 $1.843.739 $+1.843.739 $
Viatris IncVTRS1.724.574 $+353.226 $1.371.348 $+84.177 $1.287.171 $+260.349 $1.026.822 $+1.026.822 $
CATERPILLAR INCCAT1.563.936 $+237.459 $1.326.477 $+247.253 $1.079.224 $+254.724 $824.500 $+824.500 $
NVIDIA CORPNVDA1.509.531 $-28.635 $1.538.166 $+235.696 $1.302.470 $+329.217 $973.253 $+973.253 $
PALATIN TECHNOLOGIES INCPTNT1.414.890 $-77.306 $1.492.196 $+246.231 $1.245.965 $+464.421 $781.544 $+781.544 $
AT&T INC.T1.144.677 $-156.679 $1.301.356 $-110.482 $1.411.838 $+242.403 $1.169.435 $+1.169.435 $
JPMORGAN CHASE & COJPM1.189.959 $+2.995 $1.186.964 $+96.032 $1.090.932 $+167.868 $923.064 $+923.064 $
Kraft Heinz CoKHC989.885 $-73.068 $1.062.953 $-36.205 $1.099.158 $+22.240 $1.076.918 $+1.076.918 $
Booking Holdings Inc.BKNG942.539 $-29.330 $971.869 $-35.459 $1.007.328 $+205.725 $801.603 $+801.603 $
Mastercard IncMA930.535 $-19.378 $949.913 $+17.092 $932.821 $+22.941 $909.880 $+909.880 $
AMAZON COM INCAMZN355.463 $+17.325 $338.138 $-87.479 $425.617 $+56.512 $369.105 $+369.105 $
UNITEDHEALTH GROUP INCUNH217.873 $-10.025 $227.898 $+21.997 $205.901 $-139.774 $345.675 $+345.675 $
STRYKER CORPSYK274.147 $-14.196 $288.343 $-20.249 $308.592 $+18.237 $290.355 $+290.355 $
MICROSOFT CORPMSFT211.342 $-15.003 $226.345 $+12.458 $213.887 $+52.469 $161.418 $+161.418 $
APPFOLIO INCAPPF179.428 $+11.372 $168.056 $+26.846 $141.210 $-5.396 $146.606 $+146.606 $
EXXON MOBIL CORPXOM145.207 $-14.992 $160.199 $+160.199 $
CHEVRON CORPCVX128.871 $-21.690 $150.561 $+150.561 $
LOCKHEED MARTIN CORPLMT117.532 $-3.777 $121.309 $+8.765 $112.544 $+3.993 $108.551 $+108.551 $
3M COMMM94.620 $+11.598 $83.022 $-33.442 $116.464 $+4.116 $112.348 $+112.348 $
V F CORPVFC61.688 $-19.792 $81.480 $+81.480 $
MORGAN STANLEYMS15.028 $-6.984 $22.012 $-5.973 $27.985 $-4.350 $32.335 $+32.335 $
MCDONALDS CORPMCD15.588 $+89 $15.499 $+598 $14.901 $-1.030 $15.931 $+15.931 $
ALPHA PRO TECH LTDAPT12.520 $+2.796 $9.724 $+2.674 $7.050 $+864 $6.186 $+6.186 $
INTEL CORPINTC5.904 $+536 $5.368 $+5.368 $
Solventum CorpSOLV2.774 $+1.241 $1.533 $-1.122 $2.655 $-7 $2.662 $+2.662 $
Phillips 66PSX1.790 $+1.790 $
JOHNSON & JOHNSONJNJ1.681 $+1.681 $
PROCTER & GAMBLE CoPG956 $+956 $
SPHERA FUNDS MANAGEMENT LTD.441 $+441 $
42.013.210 $-21.803 $42.035.013 $+58.503 $42.316.703 $+4.939.942 $37.376.761 $+37.376.761 $
Erweiterte Einstellungen ×