Investments: SEVEN MILE ADVISORY

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. ($)
428.696.268 $-26.661.227 $459.798.986 $+331.364.405 $128.664.376 $+14.769.301 $114.868.985 $+114.868.985 $
BANK OF AMERICA CORP /DE/BAC297.597.163 $-12.844.563 $310.441.726 $+258.155.781 $52.285.945 $+5.165.264 $47.120.681 $+47.120.681 $
NVIDIA CORPNVDA18.608.881 $-4.423.881 $23.032.762 $+7.349.095 $15.683.667 $+5.010.079 $10.673.588 $+10.673.588 $
APPFOLIO INCAPPF12.060.253 $-2.919.964 $14.980.217 $+6.448.301 $8.531.916 $-1.171.893 $9.703.809 $+9.703.809 $
MICROSOFT CORPMSFT10.871.200 $-1.866.366 $12.737.566 $+4.481.057 $8.256.509 $+2.373.772 $5.882.737 $+5.882.737 $
ALPHA PRO TECH LTDAPT11.604.107 $+1.230.843 $10.373.264 $+4.957.154 $5.416.110 $+495.936 $4.920.174 $+4.920.174 $
MORGAN STANLEYMS10.019.972 $-179.748 $10.199.720 $+9.777.140 $422.580 $+78.987 $343.593 $+343.593 $
BlackRock, Inc.BLK7.695.498 $-2.426.638 $10.122.136 $+9.341.662 $780.474 $+71.421 $709.053 $+709.053 $
AMAZON COM INCAMZN7.434.654 $-731.476 $8.166.130 $+1.460.475 $6.705.655 $+841.652 $5.864.003 $+5.864.003 $
Saba Capital Income & Opportunities FundBRW5.720.685 $+983.919 $4.736.766 $+4.736.766 $
CITIGROUP INCC3.645.532 $+41 $3.645.491 $+3.316.247 $329.244 $+47.627 $281.617 $+281.617 $
JPMORGAN CHASE & COJPM3.059.140 $-526.595 $3.585.735 $+1.162.057 $2.423.678 $+354.056 $2.069.622 $+2.069.622 $
BERKSHIRE HATHAWAY INCBRK-B2.424.836 $-347.092 $2.771.928 $+825.788 $1.946.140 $-265.769 $2.211.909 $+2.211.909 $
ORACLE CORPORCL1.094.933 $-1.140.367 $2.235.300 $+925.050 $1.310.250 $+456.291 $853.959 $+853.959 $
Mastercard IncMA1.409.315 $-633.664 $2.042.979 $+569.010 $1.473.969 $+7.633 $1.466.336 $+1.466.336 $
ELI LILLY & CoLLY1.940.415 $+552.823 $1.387.592 $+293.911 $1.093.681 $-188.177 $1.281.858 $+1.281.858 $
Walmart Inc.WMT1.391.140 $-440.868 $1.832.008 $+512.174 $1.319.834 $+130.982 $1.188.852 $+1.188.852 $
NETFLIX INCNFLX865.514 $-685.068 $1.550.582 $+128.426 $1.422.156 $+420.023 $1.002.133 $+1.002.133 $
JOHNSON & JOHNSONJNJ1.349.403 $-53.076 $1.402.479 $+672.028 $730.451 $-272.383 $1.002.834 $+1.002.834 $
AMERICAN EXPRESS COAXP1.315.402 $+298.352 $1.017.050 $+287.862 $729.188 $+129.207 $599.981 $+599.981 $
AbbVie Inc.ABBV791.838 $-515.171 $1.307.009 $+697.804 $609.205 $-22.707 $631.912 $+631.912 $
EXXON MOBIL CORPXOM957.404 $-115.521 $1.072.925 $+532.092 $540.833 $-49.892 $590.725 $+590.725 $
PEPSICO INCPEP1.007.518 $+443.444 $564.074 $+191.853 $372.221 $-10.126 $382.347 $+382.347 $
UNITEDHEALTH GROUP INCUNH714.314 $+421.201 $293.113 $-71.580 $364.693 $-521.970 $886.663 $+886.663 $
AppLovin CorpAPP723.009 $-104.749 $827.758 $+827.758 $
MICRON TECHNOLOGY INCMU823.693 $+315.375 $508.318 $+251.958 $256.360 $+256.360 $
GOLDMAN SACHS GROUP INCGS493.659 $-309.818 $803.477 $+282.573 $520.904 $+116.649 $404.255 $+404.255 $
PROCTER & GAMBLE CoPG621.506 $-174.677 $796.183 $+201.441 $594.742 $-121.022 $715.764 $+715.764 $
ASML HOLDING NVASML708.854 $-78.051 $786.905 $+136.978 $649.927 $+107.233 $542.694 $+542.694 $
MCDONALDS CORPMCD536.502 $-250.086 $786.588 $+92.392 $694.196 $-71.423 $765.619 $+765.619 $
LAM RESEARCH CORPLRCX739.888 $+50.801 $689.087 $+346.645 $342.442 $+46.262 $296.180 $+296.180 $
PALATIN TECHNOLOGIES INCPTNT583.909 $-121.874 $705.783 $+307.456 $398.327 $+152.048 $246.279 $+246.279 $
AMGEN INCAMGN679.761 $+245.560 $434.201 $+196.314 $237.887 $-39.704 $277.591 $+277.591 $
VERIZON COMMUNICATIONS INCVZ574.089 $-104.411 $678.500 $+274.358 $404.142 $+6.426 $397.716 $+397.716 $
CELESTICA INCCLS653.298 $+108.798 $544.500 $+200.277 $344.223 $+344.223 $
SAP SESAP347.847 $-237.076 $584.923 $-61.898 $646.821 $+54.911 $591.910 $+591.910 $
COMCAST CORPCMCSA263.600 $-367.659 $631.259 $+48.299 $582.960 $-52.679 $635.639 $+635.639 $
CHEVRON CORPCVX456.035 $-169.757 $625.792 $+397.166 $228.626 $-197.740 $426.366 $+426.366 $
AT&T INC.T539.146 $-85.664 $624.810 $+245.464 $379.346 $-6.704 $386.050 $+386.050 $
WILLIAMS SONOMA INCWSM228.238 $-396.225 $624.463 $+174.215 $450.248 $+20.216 $430.032 $+430.032 $
LINDE PLCLIN394.371 $-218.191 $612.562 $+249.417 $363.145 $-16.817 $379.962 $+379.962 $
GENERAL ELECTRIC COGE547.462 $-57.916 $605.378 $+215.432 $389.946 $+77.712 $312.234 $+312.234 $
NOVARTIS AGNVS546.241 $-56.872 $603.113 $+75.872 $527.241 $+54.343 $472.898 $+472.898 $
CATERPILLAR INCCAT579.172 $+33.312 $545.860 $+343.991 $201.869 $+201.869 $
NEXTERA ENERGY INCNEE411.274 $-139.350 $550.624 $+109.807 $440.817 $-7.704 $448.521 $+448.521 $
Accenture plcACN327.946 $+48.272 $279.674 $-124.724 $404.398 $-129.209 $533.607 $+533.607 $
ADVANCED MICRO DEVICES INCAMD525.886 $+73.826 $452.060 $+174.645 $277.415 $+50.051 $227.364 $+227.364 $
Walt Disney CoDIS418.126 $-78.017 $496.143 $+120.253 $375.890 $+62.702 $313.188 $+313.188 $
COCA COLA COKO408.548 $-74.434 $482.982 $+132.911 $350.071 $-9.891 $359.962 $+359.962 $
RTX CorpRTX432.650 $-22.207 $454.857 $+234.805 $220.052 $+220.052 $
Medtronic plcMDT350.543 $-102.534 $453.077 $+229.312 $223.765 $-22.092 $245.857 $+245.857 $
KLA CORPKLAC436.214 $-8.169 $444.383 $+444.383 $
INTEL CORPINTC439.742 $+92.801 $346.941 $+346.941 $
Palo Alto Networks IncPANW315.553 $-101.962 $417.515 $+40.977 $376.538 $+45.326 $331.212 $+331.212 $
Booking Holdings Inc.BKNG348.096 $-67.648 $415.744 $+56.811 $358.933 $+64.091 $294.842 $+294.842 $
STRYKER CORPSYK256.816 $-142.436 $399.252 $+62.966 $336.286 $+2.750 $333.536 $+333.536 $
Bank of New York Mellon CorpBK387.973 $-9.271 $397.244 $+397.244 $
Shell plcSHEL262.911 $-133.651 $396.562 $+4.237 $392.325 $-3.094 $395.419 $+395.419 $
INTUITIVE SURGICAL INCISRG372.624 $+35.394 $337.230 $-53.482 $390.712 $+46.499 $344.213 $+344.213 $
Nu Holdings Ltd.NU389.956 $+56.148 $333.808 $+82.406 $251.402 $+251.402 $
RESOURCES MANAGEMENT CORP /CT/ /ADV386.719 $+386.719 $
ASTRAZENECA PLCAZN375.595 $+68.682 $306.913 $-28.247 $335.160 $+335.160 $
BOSTON SCIENTIFIC CORPBSX326.120 $-45.069 $371.189 $+48.207 $322.982 $+11.061 $311.921 $+311.921 $
SCHWAB CHARLES CORPSCHW272.810 $-72.940 $345.750 $+345.750 $
CONOCOPHILLIPSCOP342.741 $-1.567 $344.308 $+130.278 $214.030 $-51.986 $266.016 $+266.016 $
MANULIFE FINANCIAL CORPMFC311.827 $-6.401 $318.228 $-20.836 $339.064 $+12.830 $326.234 $+326.234 $
Eaton Corp plcETN210.362 $-120.180 $330.542 $+127.772 $202.770 $+202.770 $
PFIZER INCPFE309.233 $-12.172 $321.405 $+93.210 $228.195 $+228.195 $
TE Connectivity plcTEL309.976 $+309.976 $
KROGER COKR267.352 $-35.319 $302.671 $+302.671 $
AngloGold Ashanti PLCAU300.783 $+50.268 $250.515 $+250.515 $
UBS Group AGUBS297.959 $+13.665 $284.294 $+63.991 $220.303 $-14.231 $234.534 $+234.534 $
CVS HEALTH CorpCVS270.776 $-23.999 $294.775 $+294.775 $
Sony Group CorpSONY294.207 $+24.198 $270.009 $-9.205 $279.214 $+279.214 $
YUM BRANDS INCYUM292.500 $+292.500 $
Hewlett Packard Enterprise CoHPE288.260 $+15.226 $273.034 $+273.034 $
ARES CAPITAL CORPARCC265.330 $-20.150 $285.480 $-2.600 $288.080 $+288.080 $
SHERWIN WILLIAMS COSHW278.620 $+278.620 $
COLGATE PALMOLIVE COCL229.795 $-47.932 $277.727 $+277.727 $
Phillips 66PSX277.694 $+277.694 $
CARDINAL HEALTH INCCAH276.809 $+43.253 $233.556 $+233.556 $
TotalEnergies SETTE273.251 $+273.251 $
MERCADOLIBRE INCMELI254.726 $-14.478 $269.204 $+62.412 $206.792 $+206.792 $
WESTERN DIGITAL CORPWDC268.052 $+268.052 $
Parker-Hannifin CorpPH241.826 $-20.590 $262.416 $+262.416 $
FISERV INCFISV259.696 $+259.696 $
LOCKHEED MARTIN CORPLMT239.021 $-18.087 $257.108 $+257.108 $
Trane Technologies plcTT256.805 $+256.805 $
DEERE & CODE200.661 $-53.118 $253.779 $+253.779 $
NICOLET BANKSHARES INCNIC252.980 $+252.980 $
FEDEX CORPFDX250.730 $+36.143 $214.587 $+214.587 $
CUMMINS INCCMI239.401 $+13.040 $226.361 $+226.361 $
GSK plcGSK220.239 $-17.702 $237.941 $+237.941 $
AFLAC INCAFL234.570 $+234.570 $
FREEPORT-MCMORAN INCFCX233.332 $+233.332 $
ANALOG DEVICES INCADI217.056 $-11.920 $228.976 $+228.976 $
REPLIGEN CORPRGEN226.291 $+226.291 $
EMERSON ELECTRIC COEMR223.006 $+223.006 $
MCKESSON CORPMCK221.620 $+221.620 $
SPS COMMERCE INCSPSC220.745 $+220.745 $
SYNOPSYS INCSNPS220.425 $+220.425 $
Monster Beverage CorpMNST215.921 $+12.403 $203.518 $+203.518 $
GENERAL DYNAMICS CORPGD214.592 $+214.592 $
Paramount Skydance CorpPSKY213.455 $+213.455 $
DELTA AIR LINES, INC.DAL212.850 $+4.861 $207.989 $+207.989 $
STATE STREET CORPSTT206.158 $-2.776 $208.934 $+208.934 $
UNITED THERAPEUTICS CorpUTHR207.081 $+207.081 $
Constellation Energy CorpCEG200.318 $-6.179 $206.497 $+206.497 $
Unum GroupUNM203.084 $+203.084 $
EQUINIX INCEQIX203.022 $+203.022 $
TransDigm Group INCTDG200.339 $+200.339 $
Haleon plcHLN129.966 $-37.198 $167.164 $-49 $167.213 $+167.213 $
FORD MOTOR COF149.752 $+13.073 $136.679 $+136.679 $
AES CORPAES140.180 $+140.180 $
MIZUHO FINANCIAL GROUP INCMFG110.649 $-4.383 $115.032 $+25.427 $89.605 $-12.749 $102.354 $+102.354 $
Lloyds Banking Group plcLYG89.941 $+4.830 $85.111 $+9.010 $76.101 $+4.969 $71.132 $+71.132 $
428.696.268 $-26.661.227 $459.798.986 $+331.364.405 $128.664.376 $+14.769.301 $114.868.985 $+114.868.985 $
Erweiterte Einstellungen ×