Investments: UNIQUE WEALTH, 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. ($)
564.678.934 $+45.858.166 $521.794.747 $+35.264.791 $487.901.943 $+54.528.485 $433.923.418 $+433.923.418 $
BANK OF AMERICA CORP /DE/BAC422.085.168 $+59.463.492 $362.621.676 $+21.832.872 $340.788.804 $+28.461.577 $312.327.227 $+312.327.227 $
BlackRock, Inc.BLK77.412.196 $-6.785.587 $84.197.783 $+10.456.907 $73.740.876 $+17.301.412 $56.439.464 $+56.439.464 $
ALPHA PRO TECH LTDAPT7.773.032 $-668.374 $8.441.406 $+2.326.928 $6.114.478 $+1.036.653 $5.077.825 $+5.077.825 $
MICROSOFT CORPMSFT6.562.886 $-1.774.212 $8.337.098 $+285.355 $8.051.743 $+2.200.037 $5.851.706 $+5.851.706 $
NVIDIA CORPNVDA6.538.878 $-1.418.387 $7.957.265 $+125.858 $7.831.407 $+2.733.428 $5.097.979 $+5.097.979 $
APPFOLIO INCAPPF5.814.868 $+291.132 $5.523.736 $+1.006.473 $4.517.263 $-341.642 $4.858.905 $+4.858.905 $
Booking Holdings Inc.BKNG3.352.461 $-1.101.962 $4.454.423 $-373.830 $4.828.253 $+1.174.952 $3.653.301 $+3.653.301 $
ISHARES GOLD TRUSTIAU4.375.469 $+141.856 $4.233.613 $+1.017.147 $3.216.466 $+567.393 $2.649.073 $+2.649.073 $
STRYKER CORPSYK2.315.149 $-898.039 $3.213.188 $-354.225 $3.567.413 $+366.791 $3.200.622 $+3.200.622 $
FISERV INCFISV2.161.383 $-760.794 $2.922.177 $-641.357 $3.563.534 $+3.563.534 $
Accenture plcACN376.164 $+26.232 $349.932 $-2.705.031 $3.054.963 $+8.820 $3.046.143 $+3.046.143 $
MCKESSON CORPMCK2.410.836 $-643.018 $3.053.854 $+1.483.504 $1.570.350 $+192.064 $1.378.286 $+1.378.286 $
Mastercard IncMA2.147.138 $-635.538 $2.782.676 $+24.056 $2.758.620 $+175.275 $2.583.345 $+2.583.345 $
ELI LILLY & CoLLY2.717.866 $+359.433 $2.358.433 $-199.984 $2.558.417 $-252 $2.558.669 $+2.558.669 $
AMAZON COM INCAMZN2.552.869 $+731.097 $1.821.772 $+44.274 $1.777.498 $+231.255 $1.546.243 $+1.546.243 $
BARCLAYS PLCBCS1.068.746 $-1.237.310 $2.306.056 $+2.306.056 $
BERKSHIRE HATHAWAY INCBRK-B1.653.719 $-431.144 $2.084.863 $-39.895 $2.124.758 $+24.795 $2.099.963 $+2.099.963 $
MORGAN STANLEYMS2.122.317 $+166.573 $1.955.744 $+1.643 $1.954.101 $+224.216 $1.729.885 $+1.729.885 $
Eaton Corp plcETN1.436.604 $-661.559 $2.098.163 $-13.875 $2.112.038 $+607.416 $1.504.622 $+1.504.622 $
JOHNSON & JOHNSONJNJ1.225.639 $+122.317 $1.103.322 $+212.424 $890.898 $-142.019 $1.032.917 $+1.032.917 $
MCDONALDS CORPMCD1.065.046 $+5.456 $1.059.590 $+41.449 $1.018.141 $-69.767 $1.087.908 $+1.087.908 $
CINTAS CORPCTAS780.091 $-103.694 $883.785 $-57.954 $941.739 $+137.425 $804.314 $+804.314 $
CHEVRON CORPCVX885.655 $-15.959 $901.614 $+181.225 $720.389 $-134.797 $855.186 $+855.186 $
VICTORY CAPITAL MANAGEMENT INC403.516 $-78.965 $482.481 $-260.687 $743.168 $+743.168 $
FAIR ISAAC CORPFICO569.739 $-3.432 $573.171 $-119.626 $692.797 $+38.120 $654.677 $+654.677 $
AbbVie Inc.ABBV671.247 $-2.908 $674.155 $+91.409 $582.746 $-74.788 $657.534 $+657.534 $
Strategy IncMSTR239.017 $-268.142 $507.159 $-161.842 $669.001 $+214.111 $454.890 $+454.890 $
FASTENAL COFAST470.633 $-186.046 $656.679 $+131.516 $525.163 $+187.049 $338.114 $+338.114 $
BROWN & BROWN, INC.BRO265.701 $-73.783 $339.484 $-55.714 $395.198 $-247.499 $642.697 $+642.697 $
COPART INCCPRT379.285 $-105.716 $485.001 $-32.197 $517.198 $-49.324 $566.522 $+566.522 $
CELESTICA INCCLS542.032 $+24.564 $517.468 $+193.079 $324.389 $+324.389 $
ORACLE CORPORCL367.795 $-167.686 $535.481 $+535.481 $
Walmart Inc.WMT529.745 $+46.814 $482.931 $+8.623 $474.308 $+52.964 $421.344 $+421.344 $
NETFLIX INCNFLX346.068 $-99.930 $445.998 $-68.228 $514.226 $+158.932 $355.294 $+355.294 $
US BANCORP \DE\USB510.314 $+54.905 $455.409 $+43.849 $411.560 $+103.247 $308.313 $+308.313 $
KLCM Advisors, Inc.422.670 $+422.670 $
PALATIN TECHNOLOGIES INCPTNT422.334 $+22.105 $400.229 $+113.275 $286.954 $+286.954 $
EXXON MOBIL CORPXOM396.107 $+38.400 $357.707 $+138.928 $218.779 $+218.779 $
HUBBELL INCHUBB349.637 $-36.449 $386.086 $+29.060 $357.026 $+88.283 $268.743 $+268.743 $
PROCTER & GAMBLE CoPG336.524 $+10.290 $326.234 $-11.242 $337.476 $-27.432 $364.908 $+364.908 $
CATERPILLAR INCCAT341.428 $+68.500 $272.928 $+55.532 $217.396 $+217.396 $
DECKERS OUTDOOR CORPDECK331.181 $+331.181 $
Genpact LTDG285.707 $-5.512 $291.219 $-8.773 $299.992 $-30.296 $330.288 $+330.288 $
STERIS plcSTE282.261 $-26.867 $309.128 $+14.320 $294.808 $+27.094 $267.714 $+267.714 $
JPMORGAN CHASE & COJPM308.687 $+28.901 $279.786 $+67.282 $212.504 $+212.504 $
ROPER TECHNOLOGIES INCROP306.119 $-2.249 $308.368 $+308.368 $
SHERWIN WILLIAMS COSHW203.167 $-39.561 $242.728 $-51.188 $293.916 $+12.120 $281.796 $+281.796 $
Edwards Lifesciences CorpEW280.558 $-11.080 $291.638 $+3.669 $287.969 $+39.653 $248.316 $+248.316 $
Walt Disney CoDIS269.749 $-1.388 $271.137 $-18.799 $289.936 $+59.866 $230.070 $+230.070 $
GENERAL DYNAMICS CORPGD284.478 $-598 $285.076 $+41.832 $243.244 $+17.003 $226.241 $+226.241 $
ROLLINS INCROL208.644 $-62.003 $270.647 $+43.613 $227.034 $+227.034 $
Trane Technologies plcTT200.436 $-69.014 $269.450 $+269.450 $
YELP INCYELP215.901 $-8.353 $224.254 $+224.254 $
564.678.934 $+45.858.166 $521.794.747 $+35.264.791 $487.901.943 $+54.528.485 $433.923.418 $+433.923.418 $
Erweiterte Einstellungen ×