Investments: Trail Ridge Investment 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. ($)
207.447.973 $+8.428.559 $200.001.785 $+13.558.388 $186.652.440 $+14.922.961 $173.427.446 $+173.427.446 $
BANK OF AMERICA CORP /DE/BAC106.859.783 $+1.359.054 $105.500.729 $+6.301.918 $99.198.811 $+5.908.496 $93.290.315 $+93.290.315 $
BlackRock, Inc.BLK22.753.695 $+2.550.899 $20.202.796 $+1.064.290 $19.138.506 $-42.784 $19.181.290 $+19.181.290 $
APPFOLIO INCAPPF14.702.327 $+1.106.738 $13.595.589 $+2.579.744 $11.015.845 $-898.210 $11.914.055 $+11.914.055 $
MICROSOFT CORPMSFT10.800.685 $-649.118 $11.449.803 $-193.835 $11.643.638 $+3.185.351 $8.458.287 $+8.458.287 $
ALPHA PRO TECH LTDAPT10.455.345 $+2.442.075 $8.013.270 $+1.761.373 $6.251.897 $+1.077.066 $5.174.831 $+5.174.831 $
NVIDIA CORPNVDA7.149.664 $+132.577 $7.017.087 $+420.778 $6.596.309 $+2.498.570 $4.097.739 $+4.097.739 $
AMAZON COM INCAMZN4.697.649 $+356.750 $4.340.899 $-238.527 $4.579.426 $+813.800 $3.765.626 $+3.765.626 $
Eaton Corp plcETN3.537.374 $-619.049 $4.156.423 $-116.280 $4.272.703 $+1.235.546 $3.037.157 $+3.037.157 $
Mastercard IncMA3.170.668 $+39.369 $3.131.299 $+23.645 $3.107.654 $+81.483 $3.026.171 $+3.026.171 $
JPMORGAN CHASE & COJPM2.816.850 $+89.639 $2.727.211 $+179.544 $2.547.667 $+370.384 $2.177.283 $+2.177.283 $
BERKSHIRE HATHAWAY INCBRK-B2.331.793 $+71.474 $2.260.319 $+152.903 $2.107.416 $-295.585 $2.403.001 $+2.403.001 $
Booking Holdings Inc.BKNG2.051.091 $-16.829 $2.067.920 $-40.135 $2.108.055 $+343.608 $1.764.447 $+1.764.447 $
ROPER TECHNOLOGIES INCROP1.296.664 $-156.020 $1.452.684 $-150.631 $1.603.315 $-114.132 $1.717.447 $+1.717.447 $
NEXTERA ENERGY INCNEE1.639.157 $+111.239 $1.527.918 $+154.399 $1.373.519 $+23.986 $1.349.533 $+1.349.533 $
JABIL INCJBL1.561.481 $+168.335 $1.393.146 $-31.794 $1.424.940 $+552.867 $872.073 $+872.073 $
CARDINAL HEALTH INCCAH1.508.370 $+438.531 $1.069.839 $+30.331 $1.039.508 $+125.266 $914.242 $+914.242 $
ELI LILLY & CoLLY1.492.731 $+443.606 $1.049.125 $+38.929 $1.010.196 $-143.600 $1.153.796 $+1.153.796 $
UNITEDHEALTH GROUP INCUNH1.434.551 $+1.434.551 $
JOHNSON & JOHNSONJNJ1.336.690 $+154.637 $1.182.053 $+141.226 $1.040.827 $-23.202 $1.064.029 $+1.064.029 $
UNITED THERAPEUTICS CorpUTHR1.209.355 $+263.617 $945.738 $+338.102 $607.636 $-74.257 $681.893 $+681.893 $
FACTSET RESEARCH SYSTEMS INCFDS638.418 $+8.140 $630.278 $-256.102 $886.380 $-113.828 $1.000.208 $+1.000.208 $
CURTISS WRIGHT CORPCW816.982 $+78.584 $738.398 $+90.327 $648.071 $+227.371 $420.700 $+420.700 $
PROCTER & GAMBLE CoPG646.328 $-41.102 $687.430 $+20.998 $666.432 $-95.005 $761.437 $+761.437 $
EXXON MOBIL CORPXOM450.673 $-224.249 $674.922 $+150.214 $524.708 $-34.263 $558.971 $+558.971 $
GRACO INCGGG564.118 $+36.007 $528.111 $+20.956 $507.155 $+34.989 $472.166 $+472.166 $
AbbVie Inc.ABBV483.334 $-663 $483.997 $+215.146 $268.851 $-50.038 $318.889 $+318.889 $
Walmart Inc.WMT402.305 $+41.489 $360.816 $+34.442 $326.374 $-9.598 $335.972 $+335.972 $
MCDONALDS CORPMCD388.456 $+6.770 $381.686 $+7.799 $373.887 $-7.517 $381.404 $+381.404 $
VERIZON COMMUNICATIONS INCVZ382.781 $+1.515 $381.266 $+9.126 $372.140 $+20.056 $352.084 $+352.084 $
COCA COLA COKO359.547 $+20.188 $339.359 $+73.230 $266.129 $-15.123 $281.252 $+281.252 $
COMCAST CORPCMCSA269.727 $-3.030 $272.757 $-13.553 $286.310 $-57.856 $344.166 $+344.166 $
PEPSICO INCPEP307.142 $+307.142 $
VISHAY INTERTECHNOLOGY INCVSH270.296 $+270.296 $
GRAPHIC PACKAGING HOLDING COGPK263.416 $+263.416 $
NETFLIX INCNFLX201.303 $-48.072 $249.375 $+19.814 $229.561 $+229.561 $
AFLAC INCAFL238.926 $+26.395 $212.531 $-25.304 $237.835 $+237.835 $
COLGATE PALMOLIVE COCL235.263 $+235.263 $
CONSOLIDATED EDISON INCED201.040 $-5.960 $207.000 $-14.180 $221.180 $+221.180 $
MORGAN STANLEYMS209.043 $+209.043 $
BOSTON SCIENTIFIC CORPBSX202.333 $-4.838 $207.171 $+207.171 $
207.447.973 $+8.428.559 $200.001.785 $+13.558.388 $186.652.440 $+14.922.961 $173.427.446 $+173.427.446 $
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