Investments: Fortis Capital Advisors, 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. ($)
580.328.887 $+41.729.881 $540.293.618 $+63.660.359 $480.589.896 $+63.384.180 $425.105.060 $+425.105.060 $
BANK OF AMERICA CORP /DE/BAC380.372.586 $+20.350.771 $360.021.815 $+33.112.302 $326.909.513 $+31.822.438 $295.087.075 $+295.087.075 $
NVIDIA CORPNVDA40.602.720 $-418.841 $41.021.561 $+6.709.225 $34.312.336 $+11.799.692 $22.512.644 $+22.512.644 $
BlackRock, Inc.BLK30.061.733 $+3.555.900 $26.505.833 $+3.974.375 $22.531.458 $+3.154.095 $19.377.363 $+19.377.363 $
APPFOLIO INCAPPF19.145.860 $+1.058.255 $18.087.605 $+3.270.981 $14.816.624 $-2.525.127 $17.341.751 $+17.341.751 $
MICROSOFT CORPMSFT14.946.400 $-1.136.117 $16.082.517 $+261.195 $15.821.322 $+3.596.556 $12.224.766 $+12.224.766 $
AMAZON COM INCAMZN11.993.176 $+821.235 $11.171.941 $+1.144.721 $10.027.220 $+1.398.739 $8.628.481 $+8.628.481 $
ALPHA PRO TECH LTDAPT10.522.631 $+1.929.011 $8.593.620 $+2.565.342 $6.028.278 $+1.110.103 $4.918.175 $+4.918.175 $
PALATIN TECHNOLOGIES INCPTNT9.124.974 $-812.903 $9.937.877 $+2.566.100 $7.371.777 $+3.456.208 $3.915.569 $+3.915.569 $
NETFLIX INCNFLX4.851.705 $-1.452.216 $6.303.921 $-407.799 $6.711.720 $+2.420.217 $4.291.503 $+4.291.503 $
MORGAN STANLEYMS4.542.618 $+745.717 $3.796.901 $+2.561.404 $1.235.497 $-7.018 $1.242.515 $+1.242.515 $
SPS COMMERCE INCSPSC4.525.860 $+448.264 $4.077.596 $-117.170 $4.194.766 $+2.736.489 $1.458.277 $+1.458.277 $
JPMORGAN CHASE & COJPM2.564.457 $-901.083 $3.465.540 $+193.642 $3.271.898 $+1.608.519 $1.663.379 $+1.663.379 $
ELI LILLY & CoLLY3.229.094 $+1.997.883 $1.231.211 $-149.839 $1.381.050 $-51.078 $1.432.128 $+1.432.128 $
BERKSHIRE HATHAWAY INCBRK-B2.750.140 $+199.057 $2.551.083 $+161.776 $2.389.307 $-76.747 $2.466.054 $+2.466.054 $
JOHNSON & JOHNSONJNJ458.545 $-578.509 $1.037.054 $+720.709 $316.345 $-2.164.953 $2.481.298 $+2.481.298 $
CELESTICA INCCLS2.214.710 $+368.831 $1.845.879 $+1.502.437 $343.442 $+343.442 $
MCDONALDS CORPMCD2.066.059 $+39.417 $2.026.642 $-1.894 $2.028.536 $-155.243 $2.183.779 $+2.183.779 $
EXXON MOBIL CORPXOM1.793.882 $+146.379 $1.647.503 $-86.891 $1.734.394 $-219.745 $1.954.139 $+1.954.139 $
Nu Holdings Ltd.NU1.780.584 $+466.899 $1.313.685 $+665.744 $647.941 $+647.941 $
Mastercard IncMA987.630 $-32.823 $1.020.453 $-561.416 $1.581.869 $+2.187 $1.579.682 $+1.579.682 $
ADVANCED MICRO DEVICES INCAMD1.563.796 $+402.144 $1.161.652 $+331.111 $830.541 $+830.541 $
AbbVie Inc.ABBV1.553.066 $+14.085 $1.538.981 $+571.086 $967.895 $-25.107 $993.002 $+993.002 $
INTUITIVE SURGICAL INCISRG1.430.059 $+1.430.059 $
NEUROCRINE BIOSCIENCES INCNBIX1.345.258 $+1.345.258 $
NEXTERA ENERGY INCNEE1.289.556 $+84.213 $1.205.343 $+1.205.343 $
GOLDMAN SACHS GROUP INCGS1.285.106 $+292.854 $992.252 $+14.141 $978.111 $+537.755 $440.356 $+440.356 $
INTEL CORPINTC1.258.087 $+1.258.087 $
Monster Beverage CorpMNST1.225.110 $+434.958 $790.152 $+110.821 $679.331 $+679.331 $
RIO TINTO PLCRIO1.203.811 $+1.203.811 $
NASDAQ, INC.NDAQ1.073.287 $-84.613 $1.157.900 $+208.891 $949.009 $+949.009 $
Nebius Group N.V.NBIS1.156.553 $+1.156.553 $
Palo Alto Networks IncPANW1.139.865 $+231.263 $908.602 $+908.602 $
Aon plcAON975.713 $-12.014 $987.727 $-25.115 $1.012.842 $-124.565 $1.137.407 $+1.137.407 $
NOVARTIS AGNVS1.111.784 $+311.823 $799.961 $+799.961 $
RTX CorpRTX1.069.963 $+282.341 $787.622 $-288.399 $1.076.021 $+130.522 $945.499 $+945.499 $
POOL CORPPOOL1.029.407 $+1.029.407 $
Accenture plcACN260.333 $-763.782 $1.024.115 $+1.024.115 $
DARDEN RESTAURANTS INCDRI1.007.141 $+1.007.141 $
BOEING COBA975.983 $+175.320 $800.663 $+800.663 $
AeroVironment IncAVAV840.441 $-130.099 $970.540 $+463.029 $507.511 $+507.511 $
Edwards Lifesciences CorpEW892.397 $+892.397 $
Sony Group CorpSONY850.387 $+850.387 $
ORACLE CORPORCL212.243 $-135.634 $347.877 $-59.854 $407.731 $-437.971 $845.702 $+845.702 $
Roblox CorpRBLX626.664 $-218.408 $845.072 $+116.738 $728.334 $+728.334 $
HUBSPOT INCHUBS835.226 $+835.226 $
ASML HOLDING NVASML793.836 $+23.236 $770.600 $+770.600 $
Otter Tail CorpOTTR787.736 $+787.736 $
Penumbra IncPEN741.661 $+10.027 $731.634 $+731.634 $
MICRON TECHNOLOGY INCMU717.869 $+479.385 $238.484 $+238.484 $
CHEVRON CORPCVX338.350 $-365.314 $703.664 $+242.860 $460.804 $-108.776 $569.580 $+569.580 $
LAS VEGAS SANDS CORPLVS696.593 $+696.593 $
GAP INCGAP652.265 $+652.265 $
UBS Group AGUBS638.636 $+638.636 $
MCCORMICK & CO INCMKC629.095 $+629.095 $
WELLTOWER INC.WELL601.545 $+601.545 $
Otis Worldwide CorpOTIS599.282 $+599.282 $
VERIZON COMMUNICATIONS INCVZ572.506 $-6.057 $578.563 $+167.579 $410.984 $-36.271 $447.255 $+447.255 $
LOCKHEED MARTIN CORPLMT413.054 $-77.669 $490.723 $-65.971 $556.694 $-13.755 $570.449 $+570.449 $
Walmart Inc.WMT566.814 $+97.302 $469.512 $+15.462 $454.050 $+45.005 $409.045 $+409.045 $
PPL CorpPPL540.242 $+540.242 $
AMDOCS LTDDOX534.543 $+534.543 $
RELX PLCRELX510.198 $+50.963 $459.235 $+459.235 $
EQUINOR ASAEQNR502.775 $+502.775 $
EQUINIX INCEQIX488.395 $+488.395 $
Medtronic plcMDT448.312 $+238.974 $209.338 $+209.338 $
iShares Bitcoin Trust ETFIBIT268.954 $-176.426 $445.380 $+445.380 $
GALECTIN THERAPEUTICS INCGALT441.538 $+441.538 $
AUTOZONE INCAZO352.716 $-84.888 $437.604 $+58.957 $378.647 $-10.257 $388.904 $+388.904 $
ARES CAPITAL CORPARCC242.679 $+24.721 $217.958 $-192.379 $410.337 $+410.337 $
AKAMAI TECHNOLOGIES INCAKAM386.779 $+386.779 $
AT&T INC.T322.498 $-54.506 $377.004 $+377.004 $
Walt Disney CoDIS327.579 $+18.145 $309.434 $-26.787 $336.221 $-25.416 $361.637 $+361.637 $
KROGER COKR359.791 $+359.791 $
UNITED PARCEL SERVICE INCUPS339.663 $-10.655 $350.318 $+350.318 $
AppLovin CorpAPP324.781 $+1.438 $323.343 $+323.343 $
UNITEDHEALTH GROUP INCUNH324.201 $+324.201 $
Duke Energy CORPDUK230.786 $-12.507 $243.293 $-48.667 $291.960 $-6.643 $298.603 $+298.603 $
PROCTER & GAMBLE CoPG295.143 $+18.722 $276.421 $+276.421 $
CATERPILLAR INCCAT287.769 $+8.479 $279.290 $+279.290 $
3M COMMM285.880 $+3.102 $282.778 $+282.778 $
AMGEN INCAMGN262.503 $+262.503 $
SOUTHERN COSO257.097 $+257.097 $
ROYAL BANK OF CANADARY243.971 $+31.683 $212.288 $+212.288 $
BOSTON SCIENTIFIC CORPBSX226.456 $+226.456 $
GENERAL DYNAMICS CORPGD225.237 $+679 $224.558 $+224.558 $
COCA COLA COKO223.712 $+223.712 $
CHIPOTLE MEXICAN GRILL INCCMG207.825 $+207.825 $
BHP Group LtdBHP204.835 $+204.835 $
ISHARES GOLD TRUSTIAU203.087 $+203.087 $
TAKEDA PHARMACEUTICAL CO LTDTAK158.675 $+9.669 $149.006 $-42.386 $191.392 $+191.392 $
Snap IncSNAP155.573 $+65.813 $89.760 $+89.760 $
Belpointe Asset Management LLC89.259 $+89.259 $
NORDIC AMERICAN TANKERS LtdNAT40.317 $+3.595 $36.722 $+36.722 $
Energy Transfer LPET20.035 $+20.035 $
Hyatt Hotels CorpH20.001 $+20.001 $
CITIGROUP INCC19.853 $+19.853 $
Senseonics Holdings, Inc.SENS9.980 $+452 $9.528 $-3.594 $13.122 $+13.122 $
580.328.887 $+41.729.881 $540.293.618 $+63.660.359 $480.589.896 $+63.384.180 $425.105.060 $+425.105.060 $
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