Investments: SWAN Capital LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
197.667.087 $+11.570.246 $186.173.838 $+186.173.838 $
BANK OF AMERICA CORP /DE/BAC161.591.909 $+9.732.689 $151.859.220 $+151.859.220 $
BlackRock, Inc.BLK12.706.487 $+1.351.376 $11.355.111 $+11.355.111 $
BERKSHIRE HATHAWAY INCBRK-B10.549.493 $-473.459 $11.022.952 $+11.022.952 $
APPFOLIO INCAPPF3.434.363 $+226.390 $3.207.973 $+3.207.973 $
SOUTHERN COSO1.602.446 $-140.059 $1.742.505 $+1.742.505 $
NVIDIA CORPNVDA789.200 $+47.434 $741.766 $+741.766 $
AMAZON COM INCAMZN730.545 $+234.317 $496.228 $+496.228 $
EXXON MOBIL CORPXOM710.565 $+311.248 $399.317 $+399.317 $
MCDONALDS CORPMCD647.019 $+3.684 $643.335 $+643.335 $
MICROSOFT CORPMSFT517.351 $-50.752 $568.103 $+568.103 $
ALPHA PRO TECH LTDAPT520.197 $+28.946 $491.251 $+491.251 $
PFIZER INCPFE281.853 $-7.822 $289.675 $+289.675 $
GENERAL ELECTRIC COGE202.992 $+4.752 $198.240 $+198.240 $
CHEVRON CORPCVX195.436 $+15.765 $179.671 $+179.671 $
Walmart Inc.WMT190.177 $+14.254 $175.923 $+175.923 $
AT&T INC.T145.786 $-19.955 $165.741 $+165.741 $
ELI LILLY & CoLLY165.579 $+47.258 $118.321 $+118.321 $
MANNKIND CORPMNKD163.580 $+8.655 $154.925 $+154.925 $
EXACT SCIENCES CORPEXAS162.496 $+74.960 $87.536 $+87.536 $
FEDEX CORPFDX149.653 $+27.484 $122.169 $+122.169 $
PALATIN TECHNOLOGIES INCPTNT128.691 $+29.455 $99.236 $+99.236 $
ADVANCED MICRO DEVICES INCAMD126.569 $+47.130 $79.439 $+79.439 $
JOHNSON & JOHNSONJNJ110.097 $+11.454 $98.643 $+98.643 $
ENBRIDGE INCENB16.932 $-80.052 $96.984 $+96.984 $
GOLDMAN SACHS GROUP INCGS90.537 $+8.513 $82.024 $+82.024 $
Mastercard IncMA85.811 $+14.710 $71.101 $+71.101 $
CARDINAL HEALTH INCCAH69.762 $-14.266 $84.028 $+84.028 $
MICRON TECHNOLOGY INCMU77.346 $+36.018 $41.328 $+41.328 $
BOEING COBA76.643 $+455 $76.188 $+76.188 $
VERIZON COMMUNICATIONS INCVZ71.496 $-4.280 $75.776 $+75.776 $
COCA COLA COKO71.185 $+8.120 $63.065 $+63.065 $
iShares Bitcoin Trust ETFIBIT69.212 $+4.212 $65.000 $+65.000 $
TARGET CORPTGT65.884 $+5.426 $60.458 $+60.458 $
JPMORGAN CHASE & COJPM48.501 $+1.022 $47.479 $+47.479 $
INTEL CORPINTC46.327 $+4.134 $42.193 $+42.193 $
UNITED PARCEL SERVICE INCUPS44.615 $+5.179 $39.436 $+39.436 $
RHRH38.517 $-5.162 $43.679 $+43.679 $
ORACLE CORPORCL27.287 $-14.899 $42.186 $+42.186 $
AFLAC INCAFL41.351 $-537 $41.888 $+41.888 $
CATERPILLAR INCCAT41.820 $+6.988 $34.832 $+34.832 $
Hewlett Packard Enterprise CoHPE34.060 $-5.580 $39.640 $+39.640 $
TC ENERGY CORPTRP39.610 $+39.610 $
UNISYS CORPUIS30.360 $-6.355 $36.715 $+36.715 $
V F CORPVFC16.001 $-17.714 $33.715 $+33.715 $
Palo Alto Networks IncPANW9.210 $-23.369 $32.579 $+32.579 $
DELTA AIR LINES, INC.DAL3.470 $-28.197 $31.667 $+31.667 $
MORGAN STANLEYMS18.821 $-10.669 $29.490 $+29.490 $
ARES CAPITAL CORPARCC26.906 $-239 $27.145 $+27.145 $
Phillips 66PSX26.829 $+24.381 $2.448 $+2.448 $
CARNIVAL CORPCCL24.554 $+1.310 $23.244 $+23.244 $
Duke Energy CORPDUK23.430 $+6.847 $16.583 $+16.583 $
FORD MOTOR COF22.711 $+2.008 $20.703 $+20.703 $
Constellation Energy CorpCEG21.629 $+1.811 $19.818 $+19.818 $
NOVANTA INCNOVT18.562 $-2.169 $20.731 $+20.731 $
ETSY INCETSY17.020 $-3.362 $20.382 $+20.382 $
CHIPOTLE MEXICAN GRILL INCCMG20.350 $+4.086 $16.264 $+16.264 $
FISERV INCFISV20.151 $+7.258 $12.893 $+12.893 $
Walt Disney CoDIS18.829 $-464 $19.293 $+19.293 $
CVS HEALTH CorpCVS19.205 $+961 $18.244 $+18.244 $
AMERICAN EXPRESS COAXP18.991 $+1.940 $17.051 $+17.051 $
RTX CorpRTX18.767 $+17.759 $1.008 $+1.008 $
NOVARTIS AGNVS18.061 $+18.061 $
NICOLET BANKSHARES INCNIC16.437 $-1.553 $17.990 $+17.990 $
SUNCOR ENERGY INCSU17.744 $+1.020 $16.724 $+16.724 $
Viatris IncVTRS17.355 $+3.554 $13.801 $+13.801 $
COMCAST CORPCMCSA16.200 $-830 $17.030 $+17.030 $
CONOCOPHILLIPSCOP15.820 $-166 $15.986 $+15.986 $
PEPSICO INCPEP14.564 $+3.206 $11.358 $+11.358 $
GSK plcGSK14.173 $+1.700 $12.473 $+12.473 $
AGNICO EAGLE MINES LTDAEM13.901 $+1.259 $12.642 $+12.642 $
NEXTERA ENERGY INCNEE12.937 $+11.880 $1.057 $+1.057 $
KINROSS GOLD CORPKGC12.672 $+1.489 $11.183 $+11.183 $
AbbVie Inc.ABBV11.913 $+11.913 $
Medtronic plcMDT2.786 $-8.167 $10.953 $+10.953 $
ROYAL GOLD INCRGLD10.927 $+7.093 $3.834 $+3.834 $
Shell plcSHEL10.730 $+10.730 $
PROCTER & GAMBLE CoPG10.216 $+4.796 $5.420 $+5.420 $
POOL CORPPOOL7.091 $-2.521 $9.612 $+9.612 $
STARBUCKS CORPSBUX9.263 $-43 $9.306 $+9.306 $
CAMECO CORPCCJ9.149 $+763 $8.386 $+8.386 $
DOLLAR GENERAL CORPDG9.063 $+2.017 $7.046 $+7.046 $
ALAMOS GOLD INCAGI7.716 $-650 $8.366 $+8.366 $
EVERSOURCE ENERGYES8.323 $+8.323 $
UNITEDHEALTH GROUP INCUNH8.038 $+6.657 $1.381 $+1.381 $
RIO TINTO PLCRIO8.003 $+1.402 $6.601 $+6.601 $
Eaton Corp plcETN6.370 $-1.115 $7.485 $+7.485 $
QuantumScape CorpQS6.252 $-1.140 $7.392 $+7.392 $
FRANCO NEVADA CorpFNV6.218 $-469 $6.687 $+6.687 $
DOMINOS PIZZA INCDPZ6.352 $+6.352 $
PROASSURANCE CORPPRA6.185 $+44 $6.141 $+6.141 $
SANDSTORM GOLD LTDSAND6.010 $+6.010 $
CELESTICA INCCLS5.912 $+984 $4.928 $+4.928 $
Rocket Lab CorpRKLB5.720 $+4.187 $1.533 $+1.533 $
HERSHEY COHSY5.254 $-121 $5.375 $+5.375 $
Kraft Heinz CoKHC4.996 $-368 $5.364 $+5.364 $
AngloGold Ashanti PLCAU5.117 $+897 $4.220 $+4.220 $
GENERAL DYNAMICS CORPGD4.040 $-737 $4.777 $+4.777 $
DYNEX CAPITAL INCDX4.721 $+579 $4.142 $+4.142 $
ALBEMARLE CORPALB3.910 $-358 $4.268 $+4.268 $
BCE INCBCE4.240 $+77 $4.163 $+4.163 $
FMR LLC4.216 $+4.216 $
Grayscale Bitcoin Mini Trust ETFBTC3.176 $-976 $4.152 $+4.152 $
WELLS FARGO & COMPANY/MNWFC4.142 $+2.196 $1.946 $+1.946 $
DIAGEO PLCDEO3.710 $-393 $4.103 $+4.103 $
South Bow CorpSOBO4.017 $+4.017 $
SPS COMMERCE INCSPSC3.963 $+408 $3.555 $+3.555 $
LOCKHEED MARTIN CORPLMT3.869 $+3.869 $
TotalEnergies SETTE3.860 $+338 $3.522 $+3.522 $
BP PLCBP3.681 $+28 $3.653 $+3.653 $
PAN AMERICAN SILVER CORPPAAS3.627 $+1.497 $2.130 $+2.130 $
Atlas Lithium CorpATLX3.173 $-397 $3.570 $+3.570 $
Nebius Group N.V.NBIS3.480 $+3.480 $
FREEPORT-MCMORAN INCFCX3.354 $+962 $2.392 $+2.392 $
REALTY INCOME CORPO3.122 $-198 $3.320 $+3.320 $
ASML HOLDING NVASML3.210 $+306 $2.904 $+2.904 $
FIRST MAJESTIC SILVER CORPAG2.499 $-574 $3.073 $+3.073 $
Edwards Lifesciences CorpEW1.385 $-1.667 $3.052 $+3.052 $
Public StoragePSA2.595 $-294 $2.889 $+2.889 $
Sibanye Stillwater LtdSBSW2.850 $+602 $2.248 $+2.248 $
BECTON DICKINSON & COBDX2.717 $+97 $2.620 $+2.620 $
AMGEN INCAMGN2.618 $+360 $2.258 $+2.258 $
IAMGOLD CORPIAG2.474 $+534 $1.940 $+1.940 $
SYNOPSYS INCSNPS2.349 $-118 $2.467 $+2.467 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC2.437 $+2.437 $
US BANCORP \DE\USB2.400 $+2.400 $
SEABRIDGE GOLD INCSA2.367 $+2.367 $
PACCAR INCPCAR2.300 $+235 $2.065 $+2.065 $
APPIAN CORPAPPN2.267 $+2.267 $
UBS Group AGUBS2.223 $+255 $1.968 $+1.968 $
FMC CORPFMC917 $-1.292 $2.209 $+2.209 $
Vertiv Holdings CoVRT810 $-1.302 $2.112 $+2.112 $
HUBSPOT INCHUBS2.007 $+2.007 $
Sunoco LPSUN1.939 $+89 $1.850 $+1.850 $
EQT CorpEQT1.909 $+1.909 $
Archer-Daniels-Midland CoADM1.725 $-67 $1.792 $+1.792 $
BHP Group LtdBHP1.630 $+125 $1.505 $+1.505 $
Snap IncSNAP1.614 $+72 $1.542 $+1.542 $
NNN REIT, INC.NNN1.437 $-106 $1.543 $+1.543 $
CSX CORPCSX1.523 $+32 $1.491 $+1.491 $
FIFTH THIRD BANCORPFITB1.463 $+71 $1.392 $+1.392 $
AeroVironment IncAVAV1.451 $+1.451 $
OR Royalties Inc.OR1.416 $+1.416 $
BLACKBERRY LtdBB948 $-272 $1.220 $+1.220 $
BRUKER CORPBRKR1.178 $+1.016 $162 $+162 $
ASTRONICS CORPATRO1.085 $+1.085 $
PEABODY ENERGY CORPBTU1.055 $+116 $939 $+939 $
Draganfly Inc.DPRO1.037 $+1.037 $
UNITED STATES ANTIMONY CORPUAMY1.004 $+1.004 $
WEYERHAEUSER COWY1.000 $+1.000 $
ASTRAZENECA PLCAZN997 $+997 $
STRYKER CORPSYK796 $-40 $836 $+836 $
AlvotechALVO819 $+819 $
SCOTTS MIRACLE-GRO COSMG817 $+20 $797 $+797 $
URANIUM ENERGY CORPUEC701 $+701 $
CONMED CorpCNMD568 $-90 $658 $+658 $
Bitfarms LtdBITF517 $-103 $620 $+620 $
Vipshop Holdings LtdVIPS531 $-58 $589 $+589 $
Trinseo PLCTSEOF124 $-464 $588 $+588 $
HALLIBURTON COHAL550 $+74 $476 $+476 $
FRANKLIN RESOURCES INCBEN478 $+15 $463 $+463 $
CONSTELLIUM SECSTM471 $+99 $372 $+372 $
Organon & Co.OGN229 $-113 $342 $+342 $
Sonos IncSONO263 $+26 $237 $+237 $
AKAMAI TECHNOLOGIES INCAKAM262 $+35 $227 $+227 $
MICROCHIP TECHNOLOGY INCMCHP255 $-2 $257 $+257 $
CENTRUS ENERGY CORPLEU243 $+243 $
Birkenstock Holding plcBIRK205 $-21 $226 $+226 $
PLUG POWER INCPLUG138 $-25 $163 $+163 $
ALIGN TECHNOLOGY INCALGN156 $+31 $125 $+125 $
Lufax Holding LtdLU72 $-42 $114 $+114 $
CITIGROUP INCC102 $+102 $
NOKIA CORPNOK6 $+1 $5 $+5 $
Bloom Energy CorpBE0 $+0 $
197.667.087 $+11.570.246 $186.173.838 $+186.173.838 $
Erweiterte Einstellungen ×