Investments: Cladis Investment Advisory, 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. ($)
177.481.654 $+8.603.342 $169.693.555 $+15.406.626 $154.828.330 $+20.291.976 $134.536.354 $+134.536.354 $
BANK OF AMERICA CORP /DE/BAC75.716.227 $+2.958.407 $72.757.820 $+5.584.081 $67.173.739 $+9.727.280 $57.446.459 $+57.446.459 $
APPFOLIO INCAPPF15.203.638 $+931.756 $14.271.882 $+2.772.212 $11.499.670 $-908.389 $12.408.059 $+12.408.059 $
NVIDIA CORPNVDA8.925.708 $-40.397 $8.966.105 $+1.369.944 $7.596.161 $+2.390.127 $5.206.034 $+5.206.034 $
MICROSOFT CORPMSFT5.367.089 $-351.351 $5.718.440 $+276.604 $5.441.836 $+1.354.910 $4.086.926 $+4.086.926 $
GENERAL ELECTRIC COGE4.960.366 $-243.363 $5.203.729 $+649.824 $4.553.905 $+1.051.386 $3.502.519 $+3.502.519 $
ELI LILLY & CoLLY4.999.889 $+1.444.733 $3.555.156 $-65.295 $3.620.451 $-215.376 $3.835.827 $+3.835.827 $
AMAZON COM INCAMZN4.976.941 $+151.012 $4.825.929 $-54.402 $4.880.331 $+695.562 $4.184.769 $+4.184.769 $
CATERPILLAR INCCAT2.749.871 $+364.087 $2.385.784 $+444.756 $1.941.028 $+292.093 $1.648.935 $+1.648.935 $
AT&T INC.T2.264.426 $-309.874 $2.574.300 $-154.416 $2.728.716 $+358.583 $2.370.133 $+2.370.133 $
VERIZON COMMUNICATIONS INCVZ2.143.873 $-182.406 $2.326.279 $+17.937 $2.308.342 $-385.803 $2.694.145 $+2.694.145 $
EXXON MOBIL CORPXOM2.603.730 $+175.828 $2.427.902 $+106.913 $2.320.989 $+25.354 $2.295.635 $+2.295.635 $
JPMORGAN CHASE & COJPM2.353.173 $+49.588 $2.303.585 $+186.372 $2.117.213 $+362.582 $1.754.631 $+1.754.631 $
UNITED PARCEL SERVICE INCUPS2.235.586 $-97.867 $2.333.453 $+355.788 $1.977.665 $+249.106 $1.728.559 $+1.728.559 $
ALPHA PRO TECH LTDAPT2.269.728 $+237.648 $2.032.080 $+736.246 $1.295.834 $+905.259 $390.575 $+390.575 $
Walt Disney CoDIS1.820.353 $-186.292 $2.006.645 $-217.457 $2.224.102 $+451.464 $1.772.638 $+1.772.638 $
NEXTERA ENERGY INCNEE1.973.523 $+117.752 $1.855.771 $+79.799 $1.775.972 $-37.607 $1.813.579 $+1.813.579 $
Knife River CorpKNF1.538.362 $-141.844 $1.680.206 $-106.302 $1.786.508 $-181.221 $1.967.729 $+1.967.729 $
ADVANCED MICRO DEVICES INCAMD1.747.546 $-91.197 $1.838.743 $+197.669 $1.641.074 $+515.044 $1.126.030 $+1.126.030 $
BERKSHIRE HATHAWAY INCBRK-B1.365.001 $-242.762 $1.607.763 $+3.265 $1.604.498 $-190.829 $1.795.327 $+1.795.327 $
Vertiv Holdings CoVRT1.555.300 $-209.764 $1.765.064 $+159.932 $1.605.132 $+711.657 $893.475 $+893.475 $
PFIZER INCPFE1.617.141 $-76.044 $1.693.185 $+28.391 $1.664.794 $+153.852 $1.510.942 $+1.510.942 $
FORD MOTOR COF1.633.518 $+129.535 $1.503.983 $+92.055 $1.411.928 $+96.740 $1.315.188 $+1.315.188 $
NICOLET BANKSHARES INCNIC1.626.564 $+575.153 $1.051.411 $-69.448 $1.120.859 $+346.878 $773.981 $+773.981 $
UNITEDHEALTH GROUP INCUNH1.306.415 $-215.442 $1.521.857 $+777.439 $744.418 $-355.981 $1.100.399 $+1.100.399 $
Walmart Inc.WMT1.480.054 $+245.318 $1.234.736 $+58.412 $1.176.324 $+118.950 $1.057.374 $+1.057.374 $
ORACLE CORPORCL1.281.266 $+1.281.266 $
INTEL CORPINTC1.118.271 $-72.937 $1.191.208 $+404.846 $786.362 $+137.868 $648.494 $+648.494 $
NETFLIX INCNFLX1.187.002 $+377.731 $809.271 $-94.642 $903.913 $+274.455 $629.458 $+629.458 $
INTUITIVE SURGICAL INCISRG1.078.916 $+611.561 $467.355 $+467.355 $
STARBUCKS CORPSBUX1.004.466 $+579.180 $425.286 $-35.243 $460.529 $+460.529 $
GOLDMAN SACHS GROUP INCGS993.270 $+73.486 $919.784 $+102.333 $817.451 $+186.486 $630.965 $+630.965 $
Phillips 66PSX913.368 $-22.154 $935.522 $+115.040 $820.482 $-28.698 $849.180 $+849.180 $
BOEING COBA876.079 $+5.205 $870.874 $+27.516 $843.358 $+154.336 $689.022 $+689.022 $
FEDEX CORPFDX866.580 $+159.150 $707.430 $+25.500 $681.930 $-49.410 $731.340 $+731.340 $
CHEVRON CORPCVX826.062 $-15.610 $841.672 $+230.251 $611.421 $-20.099 $631.520 $+631.520 $
PROCTER & GAMBLE CoPG655.403 $-48.137 $703.540 $-39.432 $742.972 $-60.210 $803.182 $+803.182 $
PEPSICO INCPEP757.786 $+14.578 $743.208 $+44.452 $698.756 $-94.726 $793.482 $+793.482 $
Kraft Heinz CoKHC268.666 $-97.951 $366.617 $-185.828 $552.445 $-216.521 $768.966 $+768.966 $
JOHNSON & JOHNSONJNJ755.241 $+78.616 $676.625 $+119.260 $557.365 $-47.711 $605.076 $+605.076 $
Palo Alto Networks IncPANW653.910 $-68.941 $722.851 $-3.621 $726.472 $+86.572 $639.900 $+639.900 $
MCDONALDS CORPMCD668.718 $+3.807 $664.911 $+3.730 $661.181 $-45.712 $706.893 $+706.893 $
CITIGROUP INCC689.755 $+89.788 $599.967 $+96.823 $503.144 $+76.423 $426.721 $+426.721 $
COCA COLA COKO595.546 $+30.729 $564.817 $-115.478 $680.295 $-8.291 $688.586 $+688.586 $
3M COMMM584.303 $+17.979 $566.324 $-88.203 $654.527 $+316.876 $337.651 $+337.651 $
CONOCOPHILLIPSCOP516.477 $-5.335 $521.812 $+26.812 $495.000 $-84.209 $579.209 $+579.209 $
WILLIS TOWERS WATSON PLCWTW496.186 $-25.444 $521.630 $+58.815 $462.815 $-47.490 $510.305 $+510.305 $
TARGET CORPTGT465.390 $-1.946 $467.336 $-43.180 $510.516 $+46.839 $463.677 $+463.677 $
CUMMINS INCCMI510.450 $+88.080 $422.370 $+94.870 $327.500 $+14.060 $313.440 $+313.440 $
SOUTHERN COSO449.952 $-39.061 $489.013 $+15.170 $473.843 $-619 $474.462 $+474.462 $
MICRON TECHNOLOGY INCMU463.844 $+191.920 $271.924 $+71.625 $200.299 $+200.299 $
DEERE & CODE423.042 $+7.551 $415.491 $-46.385 $461.876 $+227.201 $234.675 $+234.675 $
Duke Energy CORPDUK380.581 $-26.185 $406.766 $+18.900 $387.866 $-13.049 $400.915 $+400.915 $
PALATIN TECHNOLOGIES INCPTNT302.175 $-67.226 $369.401 $+52.457 $316.944 $+316.944 $
AbbVie Inc.ABBV355.987 $-4.752 $360.739 $+71.543 $289.196 $-37.236 $326.432 $+326.432 $
CVS HEALTH CorpCVS358.227 $+17.989 $340.238 $+20.383 $319.855 $+1.907 $317.948 $+317.948 $
TWILIO INCTWLO334.264 $+99.052 $235.212 $-57.034 $292.246 $+13.202 $279.044 $+279.044 $
HALLIBURTON COHAL327.816 $+67.056 $260.760 $+260.760 $
FRANCO NEVADA CorpFNV312.074 $+312.074 $
COMCAST CORPCMCSA228.659 $-11.704 $240.363 $-32.666 $273.029 $-16.636 $289.665 $+289.665 $
METLIFE INCMET276.290 $-12.005 $288.295 $+6.825 $281.470 $+455 $281.015 $+281.015 $
SPS COMMERCE INCSPSC282.173 $+29.078 $253.095 $+39.714 $213.381 $+11.683 $201.698 $+201.698 $
DELTA AIR LINES, INC.DAL277.600 $+50.600 $227.000 $+227.000 $
BlackRock, Inc.BLK274.142 $-1.904 $276.046 $+1.836 $274.210 $+5.984 $268.226 $+268.226 $
IREN LtdIREN249.282 $+249.282 $
Mastercard IncMA244.596 $+12.279 $232.317 $+2.821 $229.496 $+178 $229.318 $+229.318 $
AMGEN INCAMGN208.828 $+2.213 $206.615 $+206.615 $
VALVOLINE INCVVV207.906 $+207.906 $
Liberty Media CorpFWONA202.343 $+553 $201.790 $+201.790 $
UNILEVER PLCUL201.861 $+201.861 $
Organon & Co.OGN151.432 $-3.458 $154.890 $+154.890 $
Sibanye Stillwater LtdSBSW72.200 $+26.400 $45.800 $+45.800 $
WIPRO LTDWIT55.891 $-3.543 $59.434 $-787 $60.221 $+60.221 $
177.481.654 $+8.603.342 $169.693.555 $+15.406.626 $154.828.330 $+20.291.976 $134.536.354 $+134.536.354 $
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