Investments: LODESTAR PRIVATE ASSET MANAGEMENT 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. ($)
790.158.666 $+14.073.159 $776.085.507 $+75.401.148 $700.999.869 $+55.624.607 $645.628.791 $+645.628.791 $
BANK OF AMERICA CORP /DE/BAC661.914.219 $+13.036.012 $648.878.207 $+58.219.064 $590.659.143 $+52.264.071 $538.395.072 $+538.395.072 $
APPFOLIO INCAPPF39.153.753 $+1.897.467 $37.256.286 $+7.904.394 $29.351.892 $-2.964.437 $32.316.329 $+32.316.329 $
BlackRock, Inc.BLK31.084.065 $-2.520.428 $33.604.493 $+2.481.345 $31.123.148 $+2.900.180 $28.222.968 $+28.222.968 $
AMAZON COM INCAMZN10.754.596 $+433.049 $10.321.547 $-71.396 $10.392.943 $+1.261.414 $9.131.529 $+9.131.529 $
BERKSHIRE HATHAWAY INCBRK-B4.613.824 $-40.543 $4.654.367 $+25.320 $4.629.047 $-923.204 $5.552.251 $+5.552.251 $
SPS COMMERCE INCSPSC5.486.516 $+372.014 $5.114.502 $+744.459 $4.370.043 $+110.469 $4.259.574 $+4.259.574 $
ALPHA PRO TECH LTDAPT4.950.742 $+1.095.537 $3.855.205 $+1.167.899 $2.687.306 $+395.062 $2.292.244 $+2.292.244 $
MICROSOFT CORPMSFT4.523.831 $-355.416 $4.879.247 $+209.723 $4.669.524 $+1.111.071 $3.558.453 $+3.558.453 $
NVIDIA CORPNVDA4.239.253 $+112.388 $4.126.865 $+752.927 $3.373.938 $+1.108.333 $2.265.605 $+2.265.605 $
JPMORGAN CHASE & COJPM1.914.619 $+16.219 $1.898.400 $+307.098 $1.591.302 $+245.012 $1.346.290 $+1.346.290 $
INTEL CORPINTC1.516.479 $+137.675 $1.378.804 $+415.537 $963.267 $-300.895 $1.264.162 $+1.264.162 $
EXXON MOBIL CORPXOM1.359.775 $+45.024 $1.314.751 $+3.538 $1.311.213 $+165.323 $1.145.890 $+1.145.890 $
ORACLE CORPORCL919.975 $-411.696 $1.331.671 $+393.530 $938.141 $+338.216 $599.925 $+599.925 $
PEPSICO INCPEP1.115.150 $-7.668 $1.122.818 $+67.158 $1.055.660 $-148.358 $1.204.018 $+1.204.018 $
MORGAN STANLEYMS1.171.769 $+234.154 $937.615 $+580.147 $357.468 $-40.039 $397.507 $+397.507 $
AbbVie Inc.ABBV1.071.976 $-83.076 $1.155.052 $+207.357 $947.695 $-177.546 $1.125.241 $+1.125.241 $
Walmart Inc.WMT1.057.229 $-73.910 $1.131.139 $+61.276 $1.069.863 $+85.133 $984.730 $+984.730 $
ELI LILLY & CoLLY1.093.717 $+317.201 $776.516 $+181.178 $595.338 $-75.065 $670.403 $+670.403 $
LAM RESEARCH CORPLRCX866.171 $+188.637 $677.534 $+184.994 $492.540 $+121.043 $371.497 $+371.497 $
NETFLIX INCNFLX564.435 $-188.487 $752.922 $-88.052 $840.974 $+136.914 $704.060 $+704.060 $
CHEVRON CORPCVX711.837 $-84.273 $796.110 $+165.773 $630.337 $-180.307 $810.644 $+810.644 $
Strategy IncMSTR286.882 $-321.450 $608.332 $-147.578 $755.910 $+216.845 $539.065 $+539.065 $
JOHNSON & JOHNSONJNJ754.954 $+32.372 $722.582 $+238.670 $483.912 $-86.080 $569.992 $+569.992 $
HEICO CORPHEI436.847 $+1.040 $435.807 $-6.993 $442.800 $-291.973 $734.773 $+734.773 $
MCDONALDS CORPMCD665.662 $-32.677 $698.339 $+9.402 $688.937 $-15.145 $704.082 $+704.082 $
PROCTER & GAMBLE CoPG624.235 $+36.965 $587.270 $+61.918 $525.352 $-176.238 $701.590 $+701.590 $
CATERPILLAR INCCAT577.453 $+62.608 $514.845 $+187.972 $326.873 $+49.181 $277.692 $+277.692 $
ADVANCED MICRO DEVICES INCAMD570.094 $+141.350 $428.744 $+52.709 $376.035 $+104.801 $271.234 $+271.234 $
Nebius Group N.V.NBIS407.392 $-135.770 $543.162 $+287.482 $255.680 $+255.680 $
Palo Alto Networks IncPANW501.577 $-17.247 $518.824 $+169.299 $349.525 $-71.273 $420.798 $+420.798 $
DEERE & CODE449.275 $+8.019 $441.256 $-49.437 $490.693 $+37.770 $452.923 $+452.923 $
GENERAL DYNAMICS CORPGD449.441 $-5.794 $455.235 $+65.869 $389.366 $+25.472 $363.894 $+363.894 $
Constellation Energy CorpCEG451.832 $+11.207 $440.625 $+43.953 $396.672 $+138.586 $258.086 $+258.086 $
MCKESSON CORPMCK426.551 $-23.840 $450.391 $+23.180 $427.211 $+1.208 $426.003 $+426.003 $
Walt Disney CoDIS365.327 $-13.222 $378.549 $-71.835 $450.384 $+135.912 $314.472 $+314.472 $
RTX CorpRTX417.785 $+28.241 $389.544 $+128.460 $261.084 $+44.777 $216.307 $+216.307 $
FISERV INCFISV315.510 $-88.609 $404.119 $+404.119 $
Fresenius Medical Care AGFMS322.332 $-35.282 $357.614 $-40.423 $398.037 $+51.130 $346.907 $+346.907 $
STARBUCKS CORPSBUX245.022 $-13.787 $258.809 $-26.048 $284.857 $-105.868 $390.725 $+390.725 $
AMGEN INCAMGN348.190 $+48.059 $300.131 $+54.633 $245.498 $-28.351 $273.849 $+273.849 $
SCHWAB CHARLES CORPSCHW314.319 $+3.921 $310.398 $+13.847 $296.551 $+14.421 $282.130 $+282.130 $
FORD MOTOR COF307.974 $-1.259 $309.233 $+10.307 $298.926 $+20.518 $278.408 $+278.408 $
AUTOZONE INCAZO203.490 $-53.924 $257.414 $-21.003 $278.417 $-7.542 $285.959 $+285.959 $
UNITEDHEALTH GROUP INCUNH253.529 $+253.529 $
BP PLCBP246.236 $+1.915 $244.321 $+33.464 $210.857 $-33.005 $243.862 $+243.862 $
PALATIN TECHNOLOGIES INCPTNT233.030 $-12.872 $245.902 $+245.902 $
Bank of Marin BancorpBMRC240.098 $+15.969 $224.129 $+224.129 $
ISHARES GOLD TRUSTIAU228.737 $+228.737 $
790.158.666 $+14.073.159 $776.085.507 $+75.401.148 $700.999.869 $+55.624.607 $645.628.791 $+645.628.791 $
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