Investments: Chico Wealth RIA

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. ($)
19.686.427 $+2.077.613 $17.608.814 $+2.695.355 $15.125.326 $+1.818.535 $13.306.791 $+13.306.791 $
BANK OF AMERICA CORP /DE/BAC7.080.466 $+137.653 $6.942.813 $+1.165.459 $5.777.354 $+1.226.365 $4.550.989 $+4.550.989 $
KLA CORPKLAC3.682.907 $+424.456 $3.258.451 $+553.316 $2.705.135 $+224.545 $2.480.590 $+2.480.590 $
APPFOLIO INCAPPF1.659.871 $+292.460 $1.367.411 $+260.929 $1.106.482 $-139.572 $1.246.054 $+1.246.054 $
SPS COMMERCE INCSPSC1.426.716 $+147.024 $1.279.692 $+182.304 $1.097.388 $+60.084 $1.037.304 $+1.037.304 $
MICROSOFT CORPMSFT1.199.986 $+75.996 $1.123.990 $+25.254 $1.098.736 $+316.817 $781.919 $+781.919 $
ALPHA PRO TECH LTDAPT956.531 $+266.368 $690.163 $+190.726 $499.437 $+59.640 $439.797 $+439.797 $
NVIDIA CORPNVDA772.496 $+220.592 $551.904 $+86.939 $464.965 $+228.371 $236.594 $+236.594 $
CATERPILLAR INCCAT660.491 $+122.958 $537.533 $+178.051 $359.482 $+112.462 $247.020 $+247.020 $
BROWN FORMAN CORPBF-A457.640 $-17.262 $474.902 $+2.874 $472.028 $-123.246 $595.274 $+595.274 $
BERKSHIRE HATHAWAY INCBRK-B518.232 $+15.995 $502.237 $+14.038 $488.199 $-100.302 $588.501 $+588.501 $
AMAZON COM INCAMZN533.425 $+117.779 $415.646 $+341 $415.305 $+44.108 $371.197 $+371.197 $
PG&E CorpPCG495.679 $+31.607 $464.072 $+35.124 $428.948 $-100.454 $529.402 $+529.402 $
JPMORGAN CHASE & COJPM241.987 $+241.987 $
DARDEN RESTAURANTS INCDRI211.867 $+9.717 $202.150 $+202.150 $
19.686.427 $+2.077.613 $17.608.814 $+2.695.355 $15.125.326 $+1.818.535 $13.306.791 $+13.306.791 $
Erweiterte Einstellungen ×