Investments: Tidemark, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
291.028.057 $+5.774.203 $285.826.334 $+285.826.334 $
BANK OF AMERICA CORP /DE/BAC217.738.458 $+4.152.442 $213.586.016 $+213.586.016 $
MORGAN STANLEYMS34.907.159 $+3.022.053 $31.885.106 $+31.885.106 $
BlackRock, Inc.BLK1.675.510 $-11.684.268 $13.359.778 $+13.359.778 $
CITIGROUP INCC11.814.139 $+9.681.151 $2.132.988 $+2.132.988 $
APPFOLIO INCAPPF5.024.057 $+400.972 $4.623.085 $+4.623.085 $
AMAZON COM INCAMZN2.483.276 $+40.452 $2.442.824 $+2.442.824 $
NVIDIA CORPNVDA2.221.683 $-18.265 $2.239.948 $+2.239.948 $
ALPHA PRO TECH LTDAPT1.912.656 $+259.684 $1.652.972 $+1.652.972 $
MICROSOFT CORPMSFT1.530.772 $-19.245 $1.550.017 $+1.550.017 $
CATERPILLAR INCCAT1.475.471 $+3.067 $1.472.404 $+1.472.404 $
BERKSHIRE HATHAWAY INCBRK-B1.131.718 $-55.497 $1.187.215 $+1.187.215 $
SPS COMMERCE INCSPSC1.078.953 $+107.629 $971.324 $+971.324 $
CHEVRON CORPCVX1.051.784 $-19.721 $1.071.505 $+1.071.505 $
NETFLIX INCNFLX339.411 $-215.690 $555.101 $+555.101 $
PALATIN TECHNOLOGIES INCPTNT471.749 $-58.727 $530.476 $+530.476 $
VIASAT INCVSAT439.537 $+65.816 $373.721 $+373.721 $
JOHNSON & JOHNSONJNJ410.436 $+43.177 $367.259 $+367.259 $
HUBBELL INCHUBB375.717 $+11.675 $364.042 $+364.042 $
ASML HOLDING NVASML369.730 $+35.206 $334.524 $+334.524 $
Immuneering CorpIMRX131.600 $-179.200 $310.800 $+310.800 $
EXXON MOBIL CORPXOM281.441 $+55.303 $226.138 $+226.138 $
AMERICAN EXPRESS COAXP263.913 $+27.681 $236.232 $+236.232 $
Mastercard IncMA258.858 $+441 $258.417 $+258.417 $
JPMORGAN CHASE & COJPM236.871 $+2.365 $234.506 $+234.506 $
ADVANCED MICRO DEVICES INCAMD198.527 $+46.607 $151.920 $+151.920 $
ISHARES GOLD TRUSTIAU194.223 $+194.223 $
REALTY INCOME CORPO151.885 $-11.696 $163.581 $+163.581 $
Vertiv Holdings CoVRT156.319 $+156.319 $
NEXTERA ENERGY INCNEE139.103 $+8.864 $130.239 $+130.239 $
GEO GROUP INCGEO108.004 $-29.279 $137.283 $+137.283 $
PEPSICO INCPEP135.052 $-2.176 $137.228 $+137.228 $
MERCADOLIBRE INCMELI135.542 $+135.542 $
ORACLE CORPORCL88.712 $-39.949 $128.661 $+128.661 $
HOLOGIC INCHOLX128.421 $+12.068 $116.353 $+116.353 $
SEMPRASRE125.549 $-2.403 $127.952 $+127.952 $
Walt Disney CoDIS115.387 $-398 $115.785 $+115.785 $
CUMMINS INCCMI107.242 $+78.059 $29.183 $+29.183 $
EQUINIX INCEQIX92.397 $-12.868 $105.265 $+105.265 $
AT&T INC.T92.650 $-12.575 $105.225 $+105.225 $
UNITEDHEALTH GROUP INCUNH89.949 $-8.115 $98.064 $+98.064 $
DEXCOM INCDXCM89.002 $-1.234 $90.236 $+90.236 $
Walmart Inc.WMT89.685 $+6.721 $82.964 $+82.964 $
PFIZER INCPFE49.372 $-25.383 $74.755 $+74.755 $
3M COMMM73.941 $+1.411 $72.530 $+72.530 $
AbbVie Inc.ABBV69.575 $-3.022 $72.597 $+72.597 $
Enel Chile S.A.ENIC71.062 $+2.298 $68.764 $+68.764 $
RTX CorpRTX65.042 $+1.477 $63.565 $+63.565 $
INTEL CORPINTC64.618 $+18.240 $46.378 $+46.378 $
INTUITIVE SURGICAL INCISRG62.299 $+38.149 $24.150 $+24.150 $
COCA COLA COKO57.078 $+3.633 $53.445 $+53.445 $
ELI LILLY & CoLLY53.733 $+11.760 $41.973 $+41.973 $
MICRON TECHNOLOGY INCMU49.091 $+13.617 $35.474 $+35.474 $
MCDONALDS CORPMCD48.697 $-337 $49.034 $+49.034 $
VERIZON COMMUNICATIONS INCVZ44.187 $-3.303 $47.490 $+47.490 $
GOLDMAN SACHS GROUP INCGS45.441 $+4.273 $41.168 $+41.168 $
STRYKER CORPSYK44.285 $+41.326 $2.959 $+2.959 $
Duke Energy CORPDUK36.288 $-6.583 $42.871 $+42.871 $
PAYCHEX INCPAYX34.888 $-4.535 $39.423 $+39.423 $
XCEL ENERGY INCXEL34.345 $-3.157 $37.502 $+37.502 $
EQT CorpEQT36.114 $-559 $36.673 $+36.673 $
Public StoragePSA35.638 $+35.638 $
CONSOLIDATED EDISON INCED31.683 $-383 $32.066 $+32.066 $
GENERAL ELECTRIC COGE26.490 $-5.406 $31.896 $+31.896 $
UNITED PARCEL SERVICE INCUPS31.172 $+5.294 $25.878 $+25.878 $
FIRST TRUST ADVISORS LP18.981 $-11.669 $30.650 $+30.650 $
FabrinetFN30.048 $+5.984 $24.064 $+24.064 $
STARBUCKS CORPSBUX26.214 $-1.734 $27.948 $+27.948 $
CRISPR Therapeutics AGCRSP14.683 $-12.343 $27.026 $+27.026 $
SOUTHERN COSO23.718 $-2.059 $25.777 $+25.777 $
KLA CORPKLAC25.516 $+2.865 $22.651 $+22.651 $
COMCAST CORPCMCSA21.879 $-3.508 $25.387 $+25.387 $
UNITED THERAPEUTICS CorpUTHR24.362 $+3.402 $20.960 $+20.960 $
Palo Alto Networks IncPANW21.735 $-2.292 $24.027 $+24.027 $
STANTEC INCSTN20.965 $-2.983 $23.948 $+23.948 $
AeroVironment IncAVAV18.142 $-5.475 $23.617 $+23.617 $
PROCTER & GAMBLE CoPG21.210 $-1.530 $22.740 $+22.740 $
AMGEN INCAMGN17.675 $+8.080 $9.595 $+9.595 $
NNN REIT, INC.NNN16.372 $-961 $17.333 $+17.333 $
WILLIAMS SONOMA INCWSM15.002 $-1.416 $16.418 $+16.418 $
HP INCHPQ13.190 $-2.930 $16.120 $+16.120 $
TXNM ENERGY INCTXNM14.720 $+582 $14.138 $+14.138 $
Hewlett Packard Enterprise CoHPE14.220 $-320 $14.540 $+14.540 $
Senseonics Holdings, Inc.SENS8.738 $-5.064 $13.802 $+13.802 $
DEERE & CODE13.708 $+2.569 $11.139 $+11.139 $
LINCOLN NATIONAL CORPLNC13.511 $+13.511 $
BP PLCBP12.616 $+277 $12.339 $+12.339 $
FORD MOTOR COF12.514 $+1.177 $11.337 $+11.337 $
ROYAL GOLD INCRGLD11.115 $+11.115 $
Amcor plcAMCR10.675 $+10.675 $
LAM RESEARCH CORPLRCX10.442 $+2.274 $8.168 $+8.168 $
Kraft Heinz CoKHC10.260 $+10.260 $
CSX CORPCSX10.223 $+209 $10.014 $+10.014 $
SANDSTORM GOLD LTDSAND10.016 $+10.016 $
LINDE PLCLIN6.396 $-3.597 $9.993 $+9.993 $
Accenture plcACN9.122 $-502 $9.624 $+9.624 $
FRANCO NEVADA CorpFNV8.498 $-641 $9.139 $+9.139 $
METLIFE INCMET8.447 $-367 $8.814 $+8.814 $
Zoetis Inc.ZTS7.549 $-1.230 $8.779 $+8.779 $
DIAGEO PLCDEO7.419 $-788 $8.207 $+8.207 $
CONOCOPHILLIPSCOP6.834 $-456 $7.290 $+7.290 $
JABIL INCJBL6.385 $+6.385 $
MAGIC SOFTWARE ENTERPRISES LTDMGIC6.294 $+1.382 $4.912 $+4.912 $
SYSCO CORPSYY5.443 $-598 $6.041 $+6.041 $
CHIPOTLE MEXICAN GRILL INCCMG5.550 $-329 $5.879 $+5.879 $
BOSTON SCIENTIFIC CORPBSX5.530 $-133 $5.663 $+5.663 $
Eaton Corp plcETN4.778 $-836 $5.614 $+5.614 $
Grayscale Bitcoin Mini Trust ETFBTC4.221 $-1.298 $5.519 $+5.519 $
ETSY INCETSY4.491 $-887 $5.378 $+5.378 $
Booking Holdings Inc.BKNG5.355 $+5.355 $
SCHWAB CHARLES CORPSCHW5.095 $+226 $4.869 $+4.869 $
ASTRAZENECA PLCAZN5.056 $+146 $4.910 $+4.910 $
FISERV INCFISV2.620 $-2.408 $5.028 $+5.028 $
NICOLET BANKSHARES INCNIC4.205 $-397 $4.602 $+4.602 $
Parker-Hannifin CorpPH4.395 $+4.395 $
Phillips 66PSX4.000 $-217 $4.217 $+4.217 $
Fortive CorpFTV3.865 $+436 $3.429 $+3.429 $
Solventum CorpSOLV3.804 $+300 $3.504 $+3.504 $
TransUnionTRU3.687 $+84 $3.603 $+3.603 $
REGIONS FINANCIAL CORPRF3.422 $+126 $3.296 $+3.296 $
AUTOZONE INCAZO3.392 $+3.392 $
BOEING COBA651 $-2.586 $3.237 $+3.237 $
CARNIVAL CORPCCL3.054 $+163 $2.891 $+2.891 $
Strategy IncMSTR1.368 $-1.532 $2.900 $+2.900 $
UFP TECHNOLOGIES INCUFPT2.886 $+2.886 $
BOSTON OMAHA CorpBOC2.660 $-152 $2.812 $+2.812 $
SHERWIN WILLIAMS COSHW2.592 $-178 $2.770 $+2.770 $
Viatris IncVTRS2.647 $+791 $1.856 $+1.856 $
ANALOG DEVICES INCADI2.441 $+230 $2.211 $+2.211 $
ALLSTATE CORPALL2.290 $-71 $2.361 $+2.361 $
Constellation Energy CorpCEG2.120 $-183 $2.303 $+2.303 $
Brookfield Renewable CorpBEPC2.109 $+216 $1.893 $+1.893 $
TAKEDA PHARMACEUTICAL CO LTDTAK1.964 $+119 $1.845 $+1.845 $
NATIONAL GRID PLCNGG1.934 $+117 $1.817 $+1.817 $
Aon plcAON1.764 $+1.764 $
Medtronic plcMDT1.632 $+1.632 $
KOHLS CorpKSS1.531 $+378 $1.153 $+1.153 $
Net Lease Office PropertiesNLOP1.083 $-163 $1.246 $+1.246 $
Ralliant CorpRAL1.171 $+165 $1.006 $+1.006 $
LAS VEGAS SANDS CORPLVS1.081 $+1.081 $
WELLTOWER INC.WELL1.074 $+1.074 $
Jazz Pharmaceuticals plcJAZZ1.020 $+229 $791 $+791 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR900 $-118 $1.018 $+1.018 $
PG&E CorpPCG725 $+725 $
TC ENERGY CORPTRP716 $+716 $
FREEPORT-MCMORAN INCFCX669 $+669 $
LOCKHEED MARTIN CORPLMT484 $+484 $
B2GOLD CORPBTG451 $+451 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC399 $+399 $
SanofiSNY388 $+10 $378 $+378 $
Organon & Co.OGN165 $-81 $246 $+246 $
Roblox CorpRBLX162 $+162 $
Eaton Vance Municipal Income TrustEVN140 $-4 $144 $+144 $
Knife River CorpKNF141 $+141 $
HNI CORPHNI85 $+85 $
Nebius Group N.V.NBIS84 $+84 $
Scilex Holding CoSCLX49 $+49 $
AURORA CANNABIS INCACB17 $+17 $
291.028.057 $+5.774.203 $285.826.334 $+285.826.334 $
Erweiterte Einstellungen ×