Investments: Ulland 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. ($)
119.547 $-7.332 $127.295 $+1.633 $125.725 $+11.752 $114.453 $+114.453 $
BANK OF AMERICA CORP /DE/BAC62.325 $-2.526 $64.851 $-7.654 $72.505 $+7.762 $64.743 $+64.743 $
ALPHA PRO TECH LTDAPT14.362 $-839 $15.201 $+3.882 $11.319 $+1.153 $10.166 $+10.166 $
NVIDIA CORPNVDA10.094 $-2.711 $12.805 $+1.477 $11.328 $+3.103 $8.225 $+8.225 $
Vertiv Holdings CoVRT5.809 $-592 $6.401 $+986 $5.415 $+2.158 $3.257 $+3.257 $
AMAZON COM INCAMZN5.049 $-52 $5.101 $+96 $5.005 $+599 $4.406 $+4.406 $
UNITEDHEALTH GROUP INCUNH2.120 $-481 $2.601 $+280 $2.321 $-2.579 $4.900 $+4.900 $
BERKSHIRE HATHAWAY INCBRK-B4.047 $+1 $4.046 $+123 $3.923 $-377 $4.300 $+4.300 $
APPFOLIO INCAPPF3.599 $-130 $3.729 $+761 $2.968 $-262 $3.230 $+3.230 $
MICROSOFT CORPMSFT2.402 $-286 $2.688 $+156 $2.532 $+340 $2.192 $+2.192 $
BOSTON SCIENTIFIC CORPBSX1.216 $-51 $1.267 $-127 $1.394 $-79 $1.473 $+1.473 $
BlackRock, Inc.BLK1.246 $-26 $1.272 $+82 $1.190 $+103 $1.087 $+1.087 $
COMMVAULT SYSTEMS INCCVLT714 $-399 $1.113 $+75 $1.038 $+76 $962 $+962 $
SYNOPSYS INCSNPS1.027 $-74 $1.101 $+1.069 $32 $-5 $37 $+37 $
EXXON MOBIL CORPXOM592 $-15 $607 $-5 $612 $-127 $739 $+739 $
Strategy IncMSTR321 $-53 $374 $-119 $493 $-9 $502 $+502 $
RTX CorpRTX409 $+36 $373 $+60 $313 $+29 $284 $+284 $
AlvotechALVO372 $+280 $92 $+92 $
JOHNSON & JOHNSONJNJ312 $+33 $279 $+49 $230 $-20 $250 $+250 $
PROCTER & GAMBLE CoPG169 $-12 $181 $-7 $188 $-120 $308 $+308 $
MPLX LPMPLX267 $+117 $150 $-56 $206 $-8 $214 $+214 $
Sunoco LPSUN262 $+162 $100 $+100 $
BECTON DICKINSON & COBDX206 $+17 $189 $-63 $252 $+252 $
Trane Technologies plcTT243 $+243 $
CATERPILLAR INCCAT238 $+40 $198 $+37 $161 $-9 $170 $+170 $
INTUITIVE SURGICAL INCISRG170 $+36 $134 $-29 $163 $-71 $234 $+234 $
ELI LILLY & CoLLY215 $+57 $158 $+2 $156 $-9 $165 $+165 $
SCHWAB CHARLES CORPSCHW193 $-14 $207 $+21 $186 $+10 $176 $+176 $
Palo Alto Networks IncPANW180 $+42 $138 $+95 $43 $+5 $38 $+38 $
GOLDMAN SACHS GROUP INCGS176 $+17 $159 $+17 $142 $+33 $109 $+109 $
STRYKER CORPSYK112 $-6 $118 $-9 $127 $+8 $119 $+119 $
CHEVRON CORPCVX109 $-2 $111 $+8 $103 $-17 $120 $+120 $
Otis Worldwide CorpOTIS97 $-5 $102 $-4 $106 $-5 $111 $+111 $
Booking Holdings Inc.BKNG102 $-1 $103 $-7 $110 $+13 $97 $+97 $
3M COMMM94 $+3 $91 $+2 $89 $+3 $86 $+86 $
JPMORGAN CHASE & COJPM83 $-10 $93 $+32 $61 $-33 $94 $+94 $
RAYMOND JAMES FINANCIAL INCRJF86 $+3 $83 $+8 $75 $+7 $68 $+68 $
WELLS FARGO & COMPANY/MNWFC58 $-26 $84 $+59 $25 $+25 $
RIO TINTO PLCRIO84 $+84 $
MOLSON COORS BEVERAGE COTAP76 $-5 $81 $+27 $54 $+54 $
MORGAN STANLEYMS76 $+2 $74 $-4 $78 $+33 $45 $+45 $
CAMECO CORPCCJ73 $+73 $
Walmart Inc.WMT65 $+5 $60 $+3 $57 $+6 $51 $+51 $
PEPSICO INCPEP61 $+1 $60 $+3 $57 $-7 $64 $+64 $
KLA CORPKLAC63 $+31 $32 $+32 $
APi Group CorpAPG57 $+5 $52 $+1 $51 $+13 $38 $+38 $
Mastercard IncMA56 $+0 $56 $+10 $46 $+1 $45 $+45 $
DIGI INTERNATIONAL INCDGII47 $-7 $54 $+54 $
Nebius Group N.V.NBIS53 $+53 $
Edwards Lifesciences CorpEW52 $+4 $48 $+0 $48 $+3 $45 $+45 $
CENTERSPACECSR49 $+6 $43 $-1 $44 $-4 $48 $+48 $
ADVANCED MICRO DEVICES INCAMD6 $-41 $47 $+47 $
VICOR CORPVICR42 $+23 $19 $+1 $18 $+0 $18 $+18 $
ORACLE CORPORCL41 $+10 $31 $+11 $20 $+20 $
NEXTERA ENERGY INCNEE36 $+6 $30 $+3 $27 $-1 $28 $+28 $
Allegion plcALLE35 $+35 $
CENTERPOINT ENERGY INCCNP35 $+0 $35 $+2 $33 $+0 $33 $+33 $
LAM RESEARCH CORPLRCX34 $+7 $27 $+8 $19 $+4 $15 $+15 $
SAP SESAP24 $-3 $27 $-3 $30 $+3 $27 $+27 $
FEDEX CORPFDX29 $+29 $
TOWER SEMICONDUCTOR LTDTSEM25 $-3 $28 $+28 $
EMERSON ELECTRIC COEMR27 $+0 $27 $+0 $27 $+5 $22 $+22 $
BP PLCBP26 $+1 $25 $+8 $17 $-2 $19 $+19 $
CVS HEALTH CorpCVS1 $+0 $1 $-20 $21 $-3 $24 $+24 $
Constellation Energy CorpCEG23 $+1 $22 $+1 $21 $+8 $13 $+13 $
Shell plcSHEL22 $+1 $21 $+0 $21 $-1 $22 $+22 $
Accenture plcACN20 $+2 $18 $+6 $12 $+0 $12 $+12 $
STARBUCKS CORPSBUX18 $-2 $20 $+20 $
TARGET CORPTGT15 $-4 $19 $+2 $17 $-1 $18 $+18 $
NETFLIX INCNFLX13 $-4 $17 $+14 $3 $+1 $2 $+2 $
ASML HOLDING NVASML16 $+3 $13 $+13 $
ENBRIDGE INCENB14 $-1 $15 $+2 $13 $+0 $13 $+13 $
Solventum CorpSOLV12 $+1 $11 $+0 $11 $+0 $11 $+11 $
CDW CorpCDW9 $-1 $10 $-1 $11 $+1 $10 $+10 $
FASTENAL COFAST4 $-5 $9 $+9 $
EXELON CORPEXC9 $+0 $9 $+0 $9 $+0 $9 $+9 $
INTEL CORPINTC9 $+9 $
DOMINOS PIZZA INCDPZ8 $+8 $
RESMED INCRMD6 $-1 $7 $+1 $6 $+0 $6 $+6 $
DELTA AIR LINES, INC.DAL6 $+1 $5 $+1 $4 $+1 $3 $+3 $
Hess Midstream LPHESM6 $+6 $
nVent Electric plcNVT5 $-1 $6 $+6 $
Atlas Lithium CorpATLX5 $+5 $
Walt Disney CoDIS5 $+5 $
DEERE & CODE5 $+5 $
Grayscale Bitcoin Mini Trust ETFBTC4 $-1 $5 $+0 $5 $+1 $4 $+4 $
CAMTEK LTDCAMT4 $+0 $4 $+1 $3 $+1 $2 $+2 $
GENERAL ELECTRIC COGE4 $+0 $4 $+1 $3 $+0 $3 $+3 $
CONOCOPHILLIPSCOP4 $+0 $4 $+0 $4 $+0 $4 $+4 $
ADVANCE AUTO PARTS INCAAP4 $+4 $
GARMIN LTDGRMN3 $+0 $3 $+0 $3 $+0 $3 $+3 $
NICOLET BANKSHARES INCNIC3 $+0 $3 $+0 $3 $+0 $3 $+3 $
COCA COLA COKO1 $+0 $1 $+0 $1 $+0 $1 $+1 $
Dole plcDOLE0 $+0 $0 $+0 $0 $+0 $0 $+0 $
119.547 $-7.332 $127.295 $+1.633 $125.725 $+11.752 $114.453 $+114.453 $
Erweiterte Einstellungen ×