Investments: Portfolio Design Labs, 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. ($)
600.628.591 $+24.093.076 $576.225.854 $+78.004.950 $502.805.494 $+46.549.161 $472.337.435 $+472.337.435 $
BANK OF AMERICA CORP /DE/BAC242.086.286 $+6.368.465 $235.717.821 $-34.136.426 $269.854.247 $+40.487.304 $229.366.943 $+229.366.943 $
SPS COMMERCE INCSPSC41.511.888 $+4.079.474 $37.432.414 $-5.159.349 $42.591.763 $+23.709.083 $18.882.680 $+18.882.680 $
NVIDIA CORPNVDA32.661.938 $-1.508.697 $34.170.635 $+21.051.935 $13.118.700 $-4.634.704 $17.753.404 $+17.753.404 $
APPFOLIO INCAPPF31.484.327 $+2.226.760 $29.257.567 $+19.541.739 $9.715.828 $-7.297.098 $17.012.926 $+17.012.926 $
MICROSOFT CORPMSFT30.048.645 $-1.003.162 $31.051.807 $+16.711.028 $14.340.779 $-2.178.901 $16.519.680 $+16.519.680 $
ALPHA PRO TECH LTDAPT27.290.468 $+5.919.184 $21.371.284 $+13.867.863 $7.503.421 $-5.845.758 $13.349.179 $+13.349.179 $
AMAZON COM INCAMZN19.692.409 $+1.367.974 $18.324.435 $+7.399.470 $10.924.965 $-2.447.841 $13.372.806 $+13.372.806 $
BlackRock, Inc.BLK9.022.210 $+4.995 $9.017.215 $-2.040.312 $11.057.527 $+7.109.829 $3.947.698 $+3.947.698 $
ELI LILLY & CoLLY10.922.042 $+3.118.050 $7.803.992 $+441.330 $7.362.662 $+2.787.119 $4.575.543 $+4.575.543 $
JOHNSON & JOHNSONJNJ6.216.867 $+706.142 $5.510.725 $-1.243.270 $6.753.995 $-3.681.156 $10.435.151 $+10.435.151 $
NETFLIX INCNFLX4.914.150 $-1.273.477 $6.187.627 $-3.304.127 $9.491.754 $+4.028.060 $5.463.694 $+5.463.694 $
EXXON MOBIL CORPXOM6.398.150 $+639.935 $5.758.215 $+736.028 $5.022.187 $-3.336.809 $8.358.996 $+8.358.996 $
JPMORGAN CHASE & COJPM7.515.521 $+328.763 $7.186.758 $+299.075 $6.887.683 $+2.626.576 $4.261.107 $+4.261.107 $
PROCTER & GAMBLE CoPG4.090.810 $-304.503 $4.395.313 $-1.691.827 $6.087.140 $+1.464.156 $4.622.984 $+4.622.984 $
BERKSHIRE HATHAWAY INCBRK-B5.782.486 $+195.032 $5.587.454 $+5.587.454 $
KROGER COKR558.509 $-563.733 $1.122.242 $-4.304.277 $5.426.519 $+5.153.931 $272.588 $+272.588 $
ROPER TECHNOLOGIES INCROP1.086.118 $-651.318 $1.737.436 $-2.537.672 $4.275.108 $-1.019.911 $5.295.019 $+5.295.019 $
RTX CorpRTX4.331.037 $+430.887 $3.900.150 $-84.591 $3.984.741 $-924.095 $4.908.836 $+4.908.836 $
UNITEDHEALTH GROUP INCUNH2.500.331 $-129.861 $2.630.192 $+1.525.506 $1.104.686 $-3.619.244 $4.723.930 $+4.723.930 $
CHEVRON CORPCVX4.347.006 $-364.398 $4.711.404 $+2.581.452 $2.129.952 $-559.403 $2.689.355 $+2.689.355 $
MCKESSON CORPMCK2.671.690 $+240.506 $2.431.184 $-2.139.899 $4.571.083 $+4.571.083 $
LINDE PLCLIN2.346.981 $-522.625 $2.869.606 $-1.451.073 $4.320.679 $-109.421 $4.430.100 $+4.430.100 $
ANALOG DEVICES INCADI1.929.082 $+212.604 $1.716.478 $+1.441.802 $274.676 $-4.110.437 $4.385.113 $+4.385.113 $
BOSTON SCIENTIFIC CORPBSX2.473.570 $-633.603 $3.107.173 $-941.325 $4.048.498 $-317.993 $4.366.491 $+4.366.491 $
WELLTOWER INC.WELL4.205.585 $+464.272 $3.741.313 $+281.619 $3.459.694 $-740.712 $4.200.406 $+4.200.406 $
GRACO INCGGG3.496.229 $-656.390 $4.152.619 $+4.152.619 $
Mastercard IncMA3.378.478 $+71.415 $3.307.063 $+2.048.317 $1.258.746 $-2.806.112 $4.064.858 $+4.064.858 $
Walt Disney CoDIS1.878.913 $+22.181 $1.856.732 $-2.116.832 $3.973.564 $+3.973.564 $
AT&T INC.T1.925.834 $-691.676 $2.617.510 $-756.635 $3.374.145 $+114.705 $3.259.440 $+3.259.440 $
Walmart Inc.WMT3.364.712 $+302.472 $3.062.240 $+2.761.664 $300.576 $-85.262 $385.838 $+385.838 $
MICRON TECHNOLOGY INCMU3.356.142 $+1.426.105 $1.930.037 $+1.930.037 $
NASDAQ, INC.NDAQ1.913.267 $+208.216 $1.705.051 $-1.630.406 $3.335.457 $+7.478 $3.327.979 $+3.327.979 $
GENERAL ELECTRIC COGE3.296.853 $+212.845 $3.084.008 $+1.629.497 $1.454.511 $-375.061 $1.829.572 $+1.829.572 $
TELEDYNE TECHNOLOGIES INCTDY290.606 $-49.298 $339.904 $-2.951.951 $3.291.855 $+3.291.855 $
PPL CorpPPL2.435.704 $-830.326 $3.266.030 $+926.467 $2.339.563 $-426.825 $2.766.388 $+2.766.388 $
ADVANCED MICRO DEVICES INCAMD3.158.646 $+845.856 $2.312.790 $+1.961.445 $351.345 $-97.424 $448.769 $+448.769 $
Medtronic plcMDT3.101.597 $+2.649.241 $452.356 $+452.356 $
ORACLE CORPORCL2.233.595 $-803.090 $3.036.685 $+479.291 $2.557.394 $-125.438 $2.682.832 $+2.682.832 $
Fox CorpFOXA1.115.693 $+142.736 $972.957 $-2.027.212 $3.000.169 $+1.159.640 $1.840.529 $+1.840.529 $
LAM RESEARCH CORPLRCX2.857.863 $+690.556 $2.167.307 $+1.833.528 $333.779 $+15.280 $318.499 $+318.499 $
UNITED PARCEL SERVICE INCUPS1.303.754 $+734.497 $569.257 $-1.755.796 $2.325.053 $-502.571 $2.827.624 $+2.827.624 $
FIRSTENERGY CORPFE2.123.274 $-696.588 $2.819.862 $+2.819.862 $
AbbVie Inc.ABBV2.780.304 $+77.073 $2.703.231 $+2.132.078 $571.153 $-1.065.408 $1.636.561 $+1.636.561 $
COCA COLA COKO2.720.885 $+65.763 $2.655.122 $+1.325.729 $1.329.393 $-1.200.011 $2.529.404 $+2.529.404 $
PALATIN TECHNOLOGIES INCPTNT2.441.397 $-221.389 $2.662.786 $+2.453.980 $208.806 $+208.806 $
TYLER TECHNOLOGIES INCTYL376.325 $-300.121 $676.446 $-1.828.897 $2.505.343 $-12.077 $2.517.420 $+2.517.420 $
WILLIS TOWERS WATSON PLCWTW2.492.044 $+2.492.044 $
GOLDMAN SACHS GROUP INCGS2.331.167 $+255.054 $2.076.113 $+1.306.936 $769.177 $+769.177 $
Eaton Corp plcETN2.030.530 $-228.832 $2.259.362 $+1.100.572 $1.158.790 $+864.669 $294.121 $+294.121 $
FORD MOTOR COF2.219.291 $+340.966 $1.878.325 $+1.878.325 $
INTUITIVE SURGICAL INCISRG2.010.013 $+591.846 $1.418.167 $+374.819 $1.043.348 $+363.342 $680.006 $+680.006 $
QUEST DIAGNOSTICS INCDGX1.887.193 $+163.383 $1.723.810 $+1.723.810 $
AMERICAN EXPRESS COAXP1.875.288 $+213.159 $1.662.129 $+1.460.610 $201.519 $+201.519 $
Accenture plcACN1.863.373 $+176.875 $1.686.498 $+1.361.604 $324.894 $-666.146 $991.040 $+991.040 $
CITIGROUP INCC1.862.168 $+343.524 $1.518.644 $+1.518.644 $
CATERPILLAR INCCAT1.824.605 $+315.379 $1.509.226 $+1.509.226 $
MORGAN STANLEYMS1.818.520 $+194.722 $1.623.798 $+1.268.497 $355.301 $+355.301 $
MCDONALDS CORPMCD1.779.869 $+44.193 $1.735.676 $+1.407.730 $327.946 $-497.162 $825.108 $+825.108 $
CMS ENERGY CORPCMS1.704.325 $-45.007 $1.749.332 $+1.749.332 $
Palo Alto Networks IncPANW1.568.648 $-141.761 $1.710.409 $+1.710.409 $
AMGEN INCAMGN1.643.493 $+254.473 $1.389.020 $+1.389.020 $
DARDEN RESTAURANTS INCDRI752.826 $-97.893 $850.719 $+65.373 $785.346 $-835.806 $1.621.152 $+1.621.152 $
PEPSICO INCPEP1.614.495 $+63.016 $1.551.479 $+1.191.537 $359.942 $-78.333 $438.275 $+438.275 $
CONOCOPHILLIPSCOP1.595.462 $+24.102 $1.571.360 $+1.111.057 $460.303 $+460.303 $
NEXTERA ENERGY INCNEE1.570.100 $+113.941 $1.456.159 $+1.456.159 $
SCHWAB CHARLES CORPSCHW1.567.510 $+121.703 $1.445.807 $+1.230.615 $215.192 $+215.192 $
Parker-Hannifin CorpPH1.558.416 $+243.016 $1.315.400 $+1.100.221 $215.179 $+215.179 $
STRYKER CORPSYK1.486.727 $-39.642 $1.526.369 $+1.267.231 $259.138 $-52.808 $311.946 $+311.946 $
FASTENAL COFAST1.220.693 $-228.734 $1.449.427 $+1.449.427 $
PFIZER INCPFE1.410.925 $-4.363 $1.415.288 $+1.007.618 $407.670 $+407.670 $
PAYCHEX INCPAYX1.249.492 $-121.165 $1.370.657 $+1.112.756 $257.901 $-68.710 $326.611 $+326.611 $
BOEING COBA1.327.907 $+119.690 $1.208.217 $+1.208.217 $
CINTAS CORPCTAS1.254.443 $-73.187 $1.327.630 $+1.327.630 $
NICOLET BANKSHARES INCNIC1.206.050 $-64.431 $1.270.481 $+1.270.481 $
FISERV INCFISV643.422 $-499.544 $1.142.966 $+673.493 $469.473 $-681.935 $1.151.408 $+1.151.408 $
DEERE & CODE1.111.329 $+52.771 $1.058.558 $+1.058.558 $
STARBUCKS CORPSBUX1.038.949 $+30.153 $1.008.796 $+1.008.796 $
Trane Technologies plcTT981.968 $-46.780 $1.028.748 $+1.028.748 $
ATMOS ENERGY CORPATO590.896 $-10.998 $601.894 $+210.608 $391.286 $-627.397 $1.018.683 $+1.018.683 $
SYNOPSYS INCSNPS1.016.475 $+2.558 $1.013.917 $+1.013.917 $
COLGATE PALMOLIVE COCL988.802 $+23.366 $965.436 $+965.436 $
AMDOCS LTDDOX950.083 $-19.726 $969.809 $+969.809 $
Vertiv Holdings CoVRT964.520 $+964.520 $
PG&E CorpPCG438.390 $+64.586 $373.804 $-458.373 $832.177 $+832.177 $
FEDEX CORPFDX764.445 $-37.835 $802.280 $+802.280 $
HERSHEY COHSY741.465 $+741.465 $
BECTON DICKINSON & COBDX687.622 $+235.457 $452.165 $+452.165 $
AUTOZONE INCAZO264.537 $-70.102 $334.639 $+37.660 $296.979 $-324.505 $621.484 $+621.484 $
GENERAL DYNAMICS CORPGD619.847 $+619.847 $
DELTA AIR LINES, INC.DAL508.702 $+134.095 $374.607 $+374.607 $
SEMPRASRE475.795 $-9.108 $484.903 $+168.562 $316.341 $-105.183 $421.524 $+421.524 $
CSX CORPCSX476.472 $+476.472 $
CARDINAL HEALTH INCCAH300.647 $+73.839 $226.808 $-207.976 $434.784 $+434.784 $
NEWS CORPNWSA367.326 $+367.326 $
NOVARTIS AGNVS211.079 $-91.689 $302.768 $-47.168 $349.936 $+349.936 $
Zoetis Inc.ZTS229.577 $+5.788 $223.789 $-121.318 $345.107 $+345.107 $
Bank of New York Mellon CorpBK273.973 $+16.827 $257.146 $-24.567 $281.713 $-41.103 $322.816 $+322.816 $
Synchrony FinancialSYF321.707 $+321.707 $
Liberty Media CorpFWONA262.037 $-15.800 $277.837 $+6.916 $270.921 $-43.228 $314.149 $+314.149 $
TE Connectivity plcTEL213.177 $+7.477 $205.700 $-19.306 $225.006 $-89.008 $314.014 $+314.014 $
KLA CORPKLAC303.770 $+31.962 $271.808 $-25.265 $297.073 $+297.073 $
ASML HOLDING NVASML268.878 $+25.577 $243.301 $+243.301 $
Public StoragePSA230.955 $-28.722 $259.677 $+39.100 $220.577 $+220.577 $
HUBBELL INCHUBB230.494 $-5.976 $236.470 $-17.338 $253.808 $+253.808 $
Avery Dennison CorpAVY249.904 $+25.460 $224.444 $+224.444 $
ASTRAZENECA PLCAZN239.759 $+37.119 $202.640 $+202.640 $
SanofiSNY207.927 $-27.279 $235.206 $+235.206 $
Shell plcSHEL228.634 $+228.634 $
STERIS plcSTE227.784 $+227.784 $
Monster Beverage CorpMNST225.104 $+225.104 $
BROWN & BROWN, INC.BRO222.428 $+222.428 $
Booking Holdings Inc.BKNG221.132 $+221.132 $
LEAR CORPLEA214.188 $+214.188 $
Stagwell IncSTGW106.673 $-107.383 $214.056 $+214.056 $
600.628.591 $+24.093.076 $576.225.854 $+78.004.950 $502.805.494 $+46.549.161 $472.337.435 $+472.337.435 $
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