Investments: CATALYST FINANCIAL PARTNERS 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. ($)
862.029.003 $+65.879.242 $797.166.373 $-88.052.031 $885.210.780 $+365.812.898 $520.491.969 $+520.491.969 $
BANK OF AMERICA CORP /DE/BAC454.485.481 $+16.599.883 $437.885.598 $+46.239.065 $391.646.533 $+59.773.850 $331.872.683 $+331.872.683 $
STATE STREET CORPSTT134.554.592 $+13.561.034 $120.993.558 $-160.107.821 $281.101.379 $+281.101.379 $
BlackRock, Inc.BLK35.445.216 $+9.311.584 $26.133.632 $+441.402 $25.692.230 $+1.000.400 $24.691.830 $+24.691.830 $
APPFOLIO INCAPPF30.630.344 $+4.558.183 $26.072.161 $+5.274.034 $20.798.127 $-1.349.799 $22.147.926 $+22.147.926 $
NVIDIA CORPNVDA26.639.917 $+888.286 $25.751.631 $+6.041.867 $19.709.764 $+6.833.005 $12.876.759 $+12.876.759 $
MICROSOFT CORPMSFT23.087.932 $-337.458 $23.425.390 $+1.548.784 $21.876.606 $+6.099.748 $15.776.858 $+15.776.858 $
ALPHA PRO TECH LTDAPT22.299.049 $+5.999.228 $16.299.821 $+4.663.676 $11.636.145 $+1.726.129 $9.910.016 $+9.910.016 $
AMAZON COM INCAMZN13.543.364 $+1.462.623 $12.080.741 $+313.100 $11.767.641 $+2.271.955 $9.495.686 $+9.495.686 $
JPMORGAN CHASE & COJPM7.147.806 $+693.162 $6.454.644 $+501.052 $5.953.592 $+1.030.421 $4.923.171 $+4.923.171 $
UFP TECHNOLOGIES INCUFPT5.874.914 $+593.099 $5.281.815 $-1.178.659 $6.460.474 $+1.123.631 $5.336.843 $+5.336.843 $
ELI LILLY & CoLLY5.804.347 $+1.862.689 $3.941.658 $-52.654 $3.994.312 $-159.189 $4.153.501 $+4.153.501 $
BERKSHIRE HATHAWAY INCBRK-B5.477.880 $+222.236 $5.255.644 $+217.238 $5.038.406 $-187.802 $5.226.208 $+5.226.208 $
PROCTER & GAMBLE CoPG2.703.543 $-1.287.516 $3.991.059 $-188.542 $4.179.601 $-1.250.832 $5.430.433 $+5.430.433 $
JOHNSON & JOHNSONJNJ4.981.080 $+922.792 $4.058.288 $+790.354 $3.267.934 $-1.400.960 $4.668.894 $+4.668.894 $
EXXON MOBIL CORPXOM4.045.386 $+721.854 $3.323.532 $+181.809 $3.141.723 $-457.931 $3.599.654 $+3.599.654 $
Walmart Inc.WMT3.444.686 $+691.541 $2.753.145 $+212.136 $2.541.009 $+443.091 $2.097.918 $+2.097.918 $
AbbVie Inc.ABBV3.252.151 $+138.347 $3.113.804 $+667.104 $2.446.700 $-347.507 $2.794.207 $+2.794.207 $
NETFLIX INCNFLX2.252.115 $-525.783 $2.777.898 $-291.388 $3.069.286 $+1.223.809 $1.845.477 $+1.845.477 $
CATERPILLAR INCCAT2.803.626 $+565.315 $2.238.311 $+438.569 $1.799.742 $+233.522 $1.566.220 $+1.566.220 $
UNITEDHEALTH GROUP INCUNH1.956.562 $+167.563 $1.788.999 $+511.794 $1.277.205 $-1.176.564 $2.453.769 $+2.453.769 $
Mastercard IncMA2.391.416 $+286.819 $2.104.597 $+108.024 $1.996.573 $-10.642 $2.007.215 $+2.007.215 $
RTX CorpRTX2.227.393 $+373.209 $1.854.184 $+277.168 $1.577.016 $+71.343 $1.505.673 $+1.505.673 $
ORACLE CORPORCL1.446.622 $-661.834 $2.108.456 $+526.668 $1.581.788 $+630.521 $951.267 $+951.267 $
GENERAL ELECTRIC COGE2.104.769 $+224.343 $1.880.426 $+317.811 $1.562.615 $+408.350 $1.154.265 $+1.154.265 $
CHEVRON CORPCVX1.879.198 $+60.165 $1.819.033 $+647.456 $1.171.577 $-188.955 $1.360.532 $+1.360.532 $
AKAMAI TECHNOLOGIES INCAKAM1.795.954 $+256.208 $1.539.746 $-64.148 $1.603.894 $+1.603.894 $
Constellation Energy CorpCEG1.758.580 $+479.814 $1.278.766 $+42.595 $1.236.171 $+497.600 $738.571 $+738.571 $
MICRON TECHNOLOGY INCMU1.754.986 $+819.165 $935.821 $+284.691 $651.130 $+174.538 $476.592 $+476.592 $
COCA COLA COKO1.693.220 $+126.874 $1.566.346 $-110.146 $1.676.492 $+60.745 $1.615.747 $+1.615.747 $
PALATIN TECHNOLOGIES INCPTNT1.659.474 $+213.431 $1.446.043 $+469.174 $976.869 $+438.228 $538.641 $+538.641 $
Eaton Corp plcETN1.349.845 $-278.143 $1.627.988 $+56.161 $1.571.827 $+409.210 $1.162.617 $+1.162.617 $
ADVANCED MICRO DEVICES INCAMD1.600.632 $+411.475 $1.189.157 $+192.451 $996.706 $+303.211 $693.495 $+693.495 $
GOLDMAN SACHS GROUP INCGS1.421.343 $+136.830 $1.284.513 $+159.898 $1.124.615 $+287.699 $836.916 $+836.916 $
INTUITIVE SURGICAL INCISRG1.360.963 $+386.896 $974.067 $-244.802 $1.218.869 $+243.187 $975.682 $+975.682 $
SCHWAB CHARLES CORPSCHW1.337.595 $+48.273 $1.289.322 $+99.644 $1.189.678 $+195.444 $994.234 $+994.234 $
MORGAN STANLEYMS1.320.468 $+129.699 $1.190.769 $+164.322 $1.026.447 $+224.457 $801.990 $+801.990 $
CSX CORPCSX1.278.248 $+685.338 $592.910 $+50.338 $542.572 $+51.444 $491.128 $+491.128 $
MCDONALDS CORPMCD1.224.659 $+50.732 $1.173.927 $+89.976 $1.083.951 $-80.877 $1.164.828 $+1.164.828 $
INTEL CORPINTC1.204.500 $+192.576 $1.011.924 $+365.646 $646.278 $-22.953 $669.231 $+669.231 $
Booking Holdings Inc.BKNG1.076.421 $+147.747 $928.674 $-67.075 $995.749 $+217.181 $778.568 $+778.568 $
AMERICAN EXPRESS COAXP1.058.057 $+130.666 $927.391 $+65.507 $861.884 $+166.659 $695.225 $+695.225 $
LINDE PLCLIN910.769 $-144.681 $1.055.450 $+27.477 $1.027.973 $+81.327 $946.646 $+946.646 $
PEPSICO INCPEP1.038.224 $+106.545 $931.679 $+197.405 $734.274 $-102.091 $836.365 $+836.365 $
Trane Technologies plcTT909.171 $-73.152 $982.323 $-39.467 $1.021.790 $+262.372 $759.418 $+759.418 $
NEXTERA ENERGY INCNEE1.015.735 $+91.511 $924.224 $+139.292 $784.932 $-35.053 $819.985 $+819.985 $
AT&T INC.T836.661 $-176.816 $1.013.477 $+35.305 $978.172 $+76.662 $901.510 $+901.510 $
KLA CORPKLAC989.075 $+138.060 $851.015 $+148.755 $702.260 $+172.016 $530.244 $+530.244 $
CONOCOPHILLIPSCOP972.889 $+332.326 $640.563 $+41.728 $598.835 $+48.320 $550.515 $+550.515 $
LAM RESEARCH CORPLRCX958.617 $+343.213 $615.404 $+185.745 $429.659 $+77.646 $352.013 $+352.013 $
AMGEN INCAMGN956.073 $+139.386 $816.687 $+26.523 $790.164 $-17.685 $807.849 $+807.849 $
VERIZON COMMUNICATIONS INCVZ912.029 $+46.387 $865.642 $-2.747 $868.389 $+86.289 $782.100 $+782.100 $
MCKESSON CORPMCK907.241 $+158.650 $748.591 $+56.847 $691.744 $+69.901 $621.843 $+621.843 $
BOSTON SCIENTIFIC CORPBSX903.727 $+105.797 $797.930 $-60.383 $858.313 $+44.312 $814.001 $+814.001 $
Accenture plcACN766.801 $+231.186 $535.615 $-270.192 $805.807 $-95.365 $901.172 $+901.172 $
DEERE & CODE727.220 $-14.456 $741.676 $-87.671 $829.347 $+85.897 $743.450 $+743.450 $
STRYKER CORPSYK664.630 $-94.672 $759.302 $-33.936 $793.238 $+229.279 $563.959 $+563.959 $
Walt Disney CoDIS781.714 $+66.089 $715.625 $-11.818 $727.443 $+150.048 $577.395 $+577.395 $
CUMMINS INCCMI754.445 $+193.960 $560.485 $+302.415 $258.070 $+33.960 $224.110 $+224.110 $
CINTAS CORPCTAS639.250 $-24.356 $663.606 $-58.716 $722.322 $+64.832 $657.490 $+657.490 $
CITIGROUP INCC703.991 $+95.701 $608.290 $+128.894 $479.396 $+105.279 $374.117 $+374.117 $
ANALOG DEVICES INCADI700.510 $+86.014 $614.496 $+34.917 $579.579 $+21.155 $558.424 $+558.424 $
EXELON CORPEXC676.866 $+224.470 $452.396 $+20.237 $432.159 $-17.628 $449.787 $+449.787 $
Duke Energy CORPDUK627.191 $-41.678 $668.869 $+45.239 $623.630 $+2.803 $620.827 $+620.827 $
FISERV INCFISV408.063 $-158.304 $566.367 $-102.085 $668.452 $+668.452 $
GENERAL DYNAMICS CORPGD650.427 $+4.573 $645.854 $+99.575 $546.279 $+57.816 $488.463 $+488.463 $
COMCAST CORPCMCSA521.640 $+115.599 $406.041 $-204.686 $610.727 $+10.253 $600.474 $+600.474 $
TE Connectivity plcTEL571.278 $-5.866 $577.144 $+155.806 $421.338 $+87.540 $333.798 $+333.798 $
STARBUCKS CORPSBUX490.860 $-11.749 $502.609 $-33.427 $536.036 $-22.881 $558.917 $+558.917 $
Medtronic plcMDT541.971 $+6.056 $535.915 $+52.296 $483.619 $+30.545 $453.074 $+453.074 $
CVS HEALTH CorpCVS528.220 $+158.357 $369.863 $+38.690 $331.173 $+8.954 $322.219 $+322.219 $
AppLovin CorpAPP514.798 $+224.508 $290.290 $+290.290 $
LOCKHEED MARTIN CORPLMT511.239 $+17.520 $493.719 $+14.369 $479.350 $+56.762 $422.588 $+422.588 $
BOEING COBA492.645 $-13.908 $506.553 $+98.808 $407.745 $+73.296 $334.449 $+334.449 $
PFIZER INCPFE499.320 $+42.667 $456.653 $+47.094 $409.559 $-94.048 $503.607 $+503.607 $
FASTENAL COFAST500.863 $+851 $500.012 $+93.284 $406.728 $+45.733 $360.995 $+360.995 $
Aon plcAON431.219 $-18.428 $449.647 $-33.049 $482.696 $+3.788 $478.908 $+478.908 $
Palo Alto Networks IncPANW482.236 $+14.521 $467.715 $+33.674 $434.041 $-35.560 $469.601 $+469.601 $
Parker-Hannifin CorpPH466.728 $+83.104 $383.624 $+35.087 $348.537 $+84.122 $264.415 $+264.415 $
INCYTE CORPINCY450.371 $+450.371 $
PAYCHEX INCPAYX310.445 $-81.166 $391.611 $-42.643 $434.254 $-14.452 $448.706 $+448.706 $
Bank of New York Mellon CorpBK443.812 $+443.812 $
ROPER TECHNOLOGIES INCROP331.622 $+47.867 $283.755 $-85.258 $369.013 $-73.172 $442.185 $+442.185 $
FEDEX CORPFDX420.580 $+203.163 $217.417 $-22.219 $239.636 $+239.636 $
Monster Beverage CorpMNST417.315 $+128.959 $288.356 $+28.588 $259.768 $+29.258 $230.510 $+230.510 $
WELLTOWER INC.WELL416.323 $+40.982 $375.341 $+69.265 $306.076 $+22.025 $284.051 $+284.051 $
EQUINIX INCEQIX386.145 $-28.972 $415.117 $+11.814 $403.303 $-295 $403.598 $+403.598 $
CHIPOTLE MEXICAN GRILL INCCMG250.231 $-3.132 $253.363 $-154.904 $408.267 $+66.789 $341.478 $+341.478 $
SYNOPSYS INCSNPS324.107 $-78.993 $403.100 $+114.974 $288.126 $+75.845 $212.281 $+212.281 $
EQT CorpEQT362.229 $-1.744 $363.973 $-26.888 $390.861 $+37.101 $353.760 $+353.760 $
EMERSON ELECTRIC COEMR379.513 $-581 $380.094 $+9.770 $370.324 $+78.298 $292.026 $+292.026 $
FREEPORT-MCMORAN INCFCX377.421 $+87.193 $290.228 $-12.398 $302.626 $+20.115 $282.511 $+282.511 $
Zoetis Inc.ZTS213.517 $-93.316 $306.833 $-35.165 $341.998 $-35.051 $377.049 $+377.049 $
METLIFE INCMET361.466 $-14.388 $375.854 $+9.380 $366.474 $+21.869 $344.605 $+344.605 $
Phillips 66PSX368.667 $+114.718 $253.949 $+46.963 $206.986 $-2.560 $209.546 $+209.546 $
3M COMMM361.826 $-3.778 $365.604 $+13.930 $351.674 $+5.084 $346.590 $+346.590 $
SOUTHERN COSO329.616 $-35.154 $364.770 $+21.050 $343.720 $+45.618 $298.102 $+298.102 $
HUBBELL INCHUBB353.067 $+81.111 $271.956 $+14.658 $257.298 $+43.199 $214.099 $+214.099 $
SYSCO CORPSYY305.371 $-46.056 $351.427 $+28.093 $323.334 $-9.694 $333.028 $+333.028 $
BECTON DICKINSON & COBDX337.294 $+58.224 $279.070 $+33.441 $245.629 $-71.619 $317.248 $+317.248 $
SHERWIN WILLIAMS COSHW293.571 $-40.570 $334.141 $+9.322 $324.819 $+10.199 $314.620 $+314.620 $
Synchrony FinancialSYF315.115 $+50.027 $265.088 $+16.548 $248.540 $+248.540 $
AFLAC INCAFL296.847 $-13.567 $310.414 $+16.813 $293.601 $+15.292 $278.309 $+278.309 $
iShares Bitcoin Trust ETFIBIT304.850 $+51.135 $253.715 $+253.715 $
DELTA AIR LINES, INC.DAL298.698 $+298.698 $
COLGATE PALMOLIVE COCL267.246 $+17.913 $249.333 $-45.638 $294.971 $+14.621 $280.350 $+280.350 $
WESTERN DIGITAL CORPWDC293.376 $+293.376 $
UNITED PARCEL SERVICE INCUPS279.418 $+49.578 $229.840 $-44.255 $274.095 $+274.095 $
EVERSOURCE ENERGYES276.322 $+13.104 $263.218 $+27.888 $235.330 $+927 $234.403 $+234.403 $
SEMPRASRE266.812 $+31.064 $235.748 $+235.748 $
NICOLET BANKSHARES INCNIC219.035 $-38.687 $257.722 $+34.585 $223.137 $-22.911 $246.048 $+246.048 $
Hewlett Packard Enterprise CoHPE249.880 $+670 $249.210 $+43.851 $205.359 $+205.359 $
TransDigm Group INCTDG226.075 $+23.100 $202.975 $-41.848 $244.823 $+35.946 $208.877 $+208.877 $
HUMANA INCHUM228.212 $-15.827 $244.039 $+244.039 $
RESMED INCRMD204.258 $-33.066 $237.324 $+16.992 $220.332 $+220.332 $
ENBRIDGE INCENB224.849 $-12.363 $237.212 $+237.212 $
AUTOZONE INCAZO217.056 $-18.907 $235.963 $+31.790 $204.173 $-5.530 $209.703 $+209.703 $
ALLSTATE CORPALL221.263 $-13.135 $234.398 $+21.211 $213.187 $+6.117 $207.070 $+207.070 $
Edwards Lifesciences CorpEW226.424 $+226.424 $
YUM BRANDS INCYUM216.936 $+944 $215.992 $+6.614 $209.378 $+209.378 $
WILLIS TOWERS WATSON PLCWTW208.990 $-5.880 $214.870 $+13.114 $201.756 $+201.756 $
MICROCHIP TECHNOLOGY INCMCHP201.009 $-12.142 $213.151 $+213.151 $
STERIS plcSTE211.943 $+211.943 $
REALTY INCOME CORPO211.367 $-4 $211.371 $+211.371 $
CARNIVAL CORPCCL207.214 $+207.214 $
FORD MOTOR COF190.201 $-15.882 $206.083 $+24.053 $182.030 $+39.524 $142.506 $+142.506 $
PACCAR INCPCAR205.879 $+205.879 $
KROGER COKR203.928 $+203.928 $
TYLER TECHNOLOGIES INCTYL202.324 $+202.324 $
UNITED THERAPEUTICS CorpUTHR202.209 $+202.209 $
Snap IncSNAP121.163 $-15.400 $136.563 $-315 $136.878 $+136.878 $
862.029.003 $+65.879.242 $797.166.373 $-88.052.031 $885.210.780 $+365.812.898 $520.491.969 $+520.491.969 $
Erweiterte Einstellungen ×