Investments: Lewis 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. ($)
225.093.359 $+1.949.025 $224.024.916 $+26.986.060 $197.940.980 $+77.550.538 $120.601.951 $+120.601.951 $
BANK OF AMERICA CORP /DE/BAC104.001.471 $+1.062.040 $102.939.431 $+9.733.556 $93.205.875 $+37.272.316 $55.933.559 $+55.933.559 $
NVIDIA CORPNVDA17.744.909 $-2.058.772 $19.803.681 $+1.779.091 $18.024.590 $+6.625.537 $11.399.053 $+11.399.053 $
APPFOLIO INCAPPF15.372.133 $+532.417 $14.839.716 $+3.886.684 $10.953.032 $+2.001.298 $8.951.734 $+8.951.734 $
ALPHA PRO TECH LTDAPT12.252.763 $+2.703.530 $9.549.233 $+3.079.198 $6.470.035 $+2.537.889 $3.932.146 $+3.932.146 $
AMAZON COM INCAMZN7.955.311 $-397.227 $8.352.538 $+440.362 $7.912.176 $+2.977.130 $4.935.046 $+4.935.046 $
MICROSOFT CORPMSFT6.910.714 $-1.129.329 $8.040.043 $+1.004.165 $7.035.878 $+3.246.803 $3.789.075 $+3.789.075 $
ORACLE CORPORCL3.699.804 $-1.815.881 $5.515.685 $+1.272.260 $4.243.425 $+3.206.287 $1.037.138 $+1.037.138 $
BERKSHIRE HATHAWAY INCBRK-B4.248.398 $+4.267 $4.244.131 $+300.650 $3.943.481 $+54.582 $3.888.899 $+3.888.899 $
MORGAN STANLEYMS3.688.912 $+435.022 $3.253.890 $+132.230 $3.121.660 $+328.111 $2.793.549 $+2.793.549 $
JOHNSON & JOHNSONJNJ3.147.385 $+368.901 $2.778.484 $+644.519 $2.133.965 $+1.273.761 $860.204 $+860.204 $
Walmart Inc.WMT2.998.318 $+264.809 $2.733.509 $+224.190 $2.509.319 $+2.077.119 $432.200 $+432.200 $
AbbVie Inc.ABBV2.675.969 $-98.789 $2.774.758 $+564.105 $2.210.653 $-91.290 $2.301.943 $+2.301.943 $
ELI LILLY & CoLLY2.301.337 $+440.306 $1.861.031 $+68.855 $1.792.176 $+970.396 $821.780 $+821.780 $
GOLDMAN SACHS GROUP INCGS2.143.615 $+178.083 $1.965.532 $+233.573 $1.731.959 $+892.830 $839.129 $+839.129 $
PROCTER & GAMBLE CoPG2.055.897 $+112.010 $1.943.887 $+129.909 $1.813.978 $+862.610 $951.368 $+951.368 $
ADVANCED MICRO DEVICES INCAMD1.977.697 $+330.566 $1.647.131 $+197.385 $1.449.746 $+342.756 $1.106.990 $+1.106.990 $
CHEVRON CORPCVX1.825.845 $-11.343 $1.837.188 $+384.356 $1.452.832 $+940.456 $512.376 $+512.376 $
MCDONALDS CORPMCD1.770.514 $+7.807 $1.762.707 $+345.743 $1.416.964 $+1.416.964 $
AES CORPAES1.559.005 $+181.180 $1.377.825 $+571.648 $806.177 $-366.271 $1.172.448 $+1.172.448 $
ENBRIDGE INCENB1.437.984 $-66.959 $1.504.943 $+259.346 $1.245.597 $+598.473 $647.124 $+647.124 $
UNITEDHEALTH GROUP INCUNH1.271.442 $-146.015 $1.417.457 $+774.799 $642.658 $-74.083 $716.741 $+716.741 $
EXXON MOBIL CORPXOM1.317.162 $+107.975 $1.209.187 $+100.311 $1.108.876 $+647.926 $460.950 $+460.950 $
BlackRock, Inc.BLK1.240.643 $+22.506 $1.218.137 $+53.931 $1.164.206 $+195.269 $968.937 $+968.937 $
EQT CorpEQT993.463 $-110.116 $1.103.579 $-97.680 $1.201.259 $+101.414 $1.099.845 $+1.099.845 $
JPMORGAN CHASE & COJPM1.193.650 $+69.864 $1.123.786 $+293.144 $830.642 $+359.478 $471.164 $+471.164 $
RTX CorpRTX1.167.432 $+97.178 $1.070.254 $+147.860 $922.394 $+499.243 $423.151 $+423.151 $
AMERICAN EXPRESS COAXP1.164.913 $+46.807 $1.118.106 $+13.213 $1.104.893 $+323.468 $781.425 $+781.425 $
COCA COLA COKO1.115.755 $+63.879 $1.051.876 $+81.448 $970.428 $+604.779 $365.649 $+365.649 $
VERIZON COMMUNICATIONS INCVZ803.364 $-265.881 $1.069.245 $+45.539 $1.023.706 $-42.678 $1.066.384 $+1.066.384 $
AMGEN INCAMGN1.051.429 $+173.961 $877.468 $+1.626 $875.842 $+197.887 $677.955 $+677.955 $
INTUITIVE SURGICAL INCISRG821.788 $+9.171 $812.617 $-174.759 $987.376 $+87.470 $899.906 $+899.906 $
NETFLIX INCNFLX743.492 $-83.611 $827.103 $-123.510 $950.613 $+720.396 $230.217 $+230.217 $
MCKESSON CORPMCK853.102 $+49.660 $803.442 $+41.351 $762.091 $+762.091 $
LAM RESEARCH CORPLRCX811.512 $+158.896 $652.616 $+179.893 $472.723 $+472.723 $
ARES CAPITAL CORPARCC576.313 $-75.167 $651.480 $-140.916 $792.396 $+126.930 $665.466 $+665.466 $
Palo Alto Networks IncPANW693.513 $-75.967 $769.480 $+113.813 $655.667 $+285.890 $369.777 $+369.777 $
PALATIN TECHNOLOGIES INCPTNT298.048 $+79.144 $218.904 $-470.875 $689.779 $+347.115 $342.664 $+342.664 $
EMERSON ELECTRIC COEMR632.544 $-5.778 $638.322 $+174.867 $463.455 $+463.455 $
PFIZER INCPFE530.014 $-26.785 $556.799 $-12.156 $568.955 $+359.957 $208.998 $+208.998 $
ROPER TECHNOLOGIES INCROP501.971 $-34.037 $536.008 $-22.414 $558.422 $+230.562 $327.860 $+327.860 $
PEPSICO INCPEP525.283 $+22.367 $502.916 $+104.419 $398.497 $+398.497 $
SPS COMMERCE INCSPSC520.355 $+73.174 $447.181 $+112.478 $334.703 $+91.801 $242.902 $+242.902 $
Mastercard IncMA494.614 $-4.635 $499.249 $+53.607 $445.642 $+61.227 $384.415 $+384.415 $
GENERAL ELECTRIC COGE466.229 $+11.690 $454.539 $+65.623 $388.916 $+388.916 $
MERCADOLIBRE INCMELI243.042 $-214.343 $457.385 $+457.385 $
STRYKER CORPSYK428.442 $-23.295 $451.737 $+23.665 $428.072 $+428.072 $
AFLAC INCAFL422.101 $-2.747 $424.848 $+39.473 $385.375 $-19.740 $405.115 $+405.115 $
BARCLAYS PLCBCS420.103 $-2.979 $423.082 $+7.299 $415.783 $+31.200 $384.583 $+384.583 $
BOSTON SCIENTIFIC CORPBSX372.532 $-8.908 $381.440 $-38.211 $419.651 $+25.513 $394.138 $+394.138 $
CHIPOTLE MEXICAN GRILL INCCMG374.380 $-28.999 $403.379 $+403.379 $
UNITED PARCEL SERVICE INCUPS373.936 $+84.492 $289.444 $+48.713 $240.731 $+240.731 $
MANULIFE FINANCIAL CORPMFC366.827 $+62.803 $304.024 $-3.367 $307.391 $-29.122 $336.513 $+336.513 $
Shift4 Payments, Inc.FOUR263.160 $-93.636 $356.796 $+38.127 $318.669 $+318.669 $
BOEING COBA259.398 $-86.477 $345.875 $+345.875 $
FIDELITY D & D BANCORP INCFDBC340.063 $+13.135 $326.928 $-16.052 $342.980 $+21.879 $321.101 $+321.101 $
Walt Disney CoDIS276.141 $-1.772 $277.913 $-35.081 $312.994 $+312.994 $
CONOCOPHILLIPSCOP308.293 $+45.651 $262.642 $+19.761 $242.881 $+32.924 $209.957 $+209.957 $
LOCKHEED MARTIN CORPLMT268.636 $-8.040 $276.676 $+30.689 $245.987 $+39.590 $206.397 $+206.397 $
SHERWIN WILLIAMS COSHW228.076 $-20.128 $248.204 $+5.319 $242.885 $+14.161 $228.724 $+228.724 $
SOUTHERN COSO221.926 $-19.026 $240.952 $+240.952 $
SYSCO CORPSYY213.189 $-24.704 $237.893 $+6.251 $231.642 $+2.439 $229.203 $+229.203 $
TARGET CORPTGT236.709 $+236.709 $
GENERAL DYNAMICS CORPGD223.828 $-2.345 $226.173 $+226.173 $
EPR PROPERTIESEPR219.565 $+219.565 $
Aon plcAON214.904 $-2.253 $217.157 $-110 $217.267 $+217.267 $
STARBUCKS CORPSBUX214.587 $+214.587 $
ASPEN AEROGELS INCASPN211.509 $+211.509 $
COLGATE PALMOLIVE COCL208.574 $+208.574 $
PRICE T ROWE GROUP INCTROW205.175 $+5.048 $200.127 $+200.127 $
CARDINAL HEALTH INCCAH203.034 $+203.034 $
iShares Bitcoin Trust ETFIBIT201.976 $+201.976 $
Canopy Growth CorpCGC11.456 $+11.456 $
225.093.359 $+1.949.025 $224.024.916 $+26.986.060 $197.940.980 $+77.550.538 $120.601.951 $+120.601.951 $
Erweiterte Einstellungen ×