Investments: Elm3 Financial Group, 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. ($)
109.430.555 $+371.550 $110.282.684 $+2.576.067 $107.350.003 $+9.402.577 $98.795.745 $+98.795.745 $
BANK OF AMERICA CORP /DE/BAC64.711.327 $+787.778 $63.923.549 $+828.650 $63.094.899 $+3.072.446 $60.022.453 $+60.022.453 $
AMAZON COM INCAMZN8.511.445 $+209.434 $8.302.011 $-159.053 $8.461.064 $+893.412 $7.567.652 $+7.567.652 $
NVIDIA CORPNVDA7.931.914 $-559.995 $8.491.909 $+745.428 $7.746.481 $+2.208.326 $5.538.155 $+5.538.155 $
MICROSOFT CORPMSFT4.896.225 $-548.685 $5.444.910 $-142.443 $5.587.353 $+1.123.330 $4.464.023 $+4.464.023 $
ELI LILLY & CoLLY4.415.484 $+678.621 $3.736.863 $-873.665 $4.610.528 $-689.175 $5.299.703 $+5.299.703 $
APPFOLIO INCAPPF3.646.799 $+73.033 $3.573.766 $+495.601 $3.078.165 $-819.513 $3.897.678 $+3.897.678 $
ALPHA PRO TECH LTDAPT3.208.093 $+625.386 $2.582.707 $+641.025 $1.941.682 $+167.193 $1.774.489 $+1.774.489 $
BlackRock, Inc.BLK2.019.653 $-409.518 $2.429.171 $+307.140 $2.122.031 $+420.046 $1.701.985 $+1.701.985 $
BERKLEY W R CORPWRB1.699.407 $-268.666 $1.968.073 $+6.713 $1.961.360 $-56.885 $2.018.245 $+2.018.245 $
CITIGROUP INCC1.552.937 $+58.666 $1.494.271 $+91.843 $1.402.428 $+525.955 $876.473 $+876.473 $
TransDigm Group INCTDG789.931 $-65.464 $855.395 $-207.695 $1.063.090 $+65.517 $997.573 $+997.573 $
MORGAN STANLEYMS860.067 $+36.762 $823.305 $+169.313 $653.992 $+653.992 $
Palo Alto Networks IncPANW569.731 $-222.962 $792.693 $-46.536 $839.229 $+354.953 $484.276 $+484.276 $
KLA CORPKLAC661.004 $+61.302 $599.702 $+116.898 $482.804 $+124.549 $358.255 $+358.255 $
JPMORGAN CHASE & COJPM580.689 $+34.948 $545.741 $+71.985 $473.756 $+67.748 $406.008 $+406.008 $
AUTOZONE INCAZO257.754 $-222.753 $480.507 $-2.083 $482.590 $-28.323 $510.913 $+510.913 $
NETFLIX INCNFLX508.342 $+27.594 $480.748 $+480.748 $
NASDAQ, INC.NDAQ501.968 $+164.089 $337.879 $-12.111 $349.990 $+52.846 $297.144 $+297.144 $
Constellation Energy CorpCEG495.285 $+20.108 $475.177 $+13.953 $461.224 $+461.224 $
LOCKHEED MARTIN CORPLMT243.770 $-93.696 $337.466 $-84.060 $421.526 $-72.145 $493.671 $+493.671 $
Vertiv Holdings CoVRT376.275 $-46.892 $423.167 $+51.032 $372.135 $+149.614 $222.521 $+222.521 $
Phillips 66PSX214.095 $-62.030 $276.125 $-118.558 $394.683 $+394.683 $
ATMOS ENERGY CORPATO378.844 $+31.709 $347.135 $+347.135 $
FMR LLC346.449 $-14.254 $360.703 $+58.118 $302.585 $+302.585 $
UNITEDHEALTH GROUP INCUNH297.661 $-58.953 $356.614 $+356.614 $
MCKESSON CORPMCK280.539 $+16.330 $264.209 $+21.659 $242.550 $+11.041 $231.509 $+231.509 $
FAIR ISAAC CORPFICO267.403 $+267.403 $
Parker-Hannifin CorpPH263.688 $+30.936 $232.752 $+23.211 $209.541 $+7.735 $201.806 $+201.806 $
PIMCO INCOME STRATEGY FUNDPFL231.277 $-4.667 $235.944 $+3.817 $232.127 $+43.916 $188.211 $+188.211 $
EXXON MOBIL CORPXOM224.302 $+224.302 $
PALATIN TECHNOLOGIES INCPTNT203.581 $+203.581 $
109.430.555 $+371.550 $110.282.684 $+2.576.067 $107.350.003 $+9.402.577 $98.795.745 $+98.795.745 $
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