Investments: Optimist Retirement 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. ($)
193.006.810 $-472.643 $196.466.149 $+14.830.529 $185.188.414 $+7.746.102 $177.885.979 $+177.885.979 $
BANK OF AMERICA CORP /DE/BAC106.020.761 $-3.230.602 $109.251.363 $+8.917.266 $100.334.097 $+6.635.826 $93.698.271 $+93.698.271 $
PACCAR INCPCAR39.393.720 $+3.977.718 $35.416.002 $+692.300 $34.723.702 $-1.548.734 $36.272.436 $+36.272.436 $
ELI LILLY & CoLLY3.818.840 $+1.045.069 $2.773.771 $+21.883 $2.751.888 $-81.908 $2.833.796 $+2.833.796 $
MICROSOFT CORPMSFT2.802.900 $-511.131 $3.314.031 $+114.147 $3.199.884 $+733.268 $2.466.616 $+2.466.616 $
KLA CORPKLAC3.128.520 $+254.403 $2.874.117 $+151.472 $2.722.645 $+651.677 $2.070.968 $+2.070.968 $
AbbVie Inc.ABBV2.977.971 $-82.414 $3.060.385 $+589.864 $2.470.521 $-347.172 $2.817.693 $+2.817.693 $
GSK plcGSK2.846.694 $+290.756 $2.555.938 $+349.999 $2.205.939 $-147.296 $2.353.235 $+2.353.235 $
3M COMMM2.784.266 $+73.208 $2.711.058 $+71.064 $2.639.994 $+91.386 $2.548.608 $+2.548.608 $
BHP Group LtdBHP2.671.120 $+124.805 $2.546.315 $+364.905 $2.181.410 $-20.316 $2.201.726 $+2.201.726 $
Organon & Co.OGN2.661.688 $+219.927 $2.441.761 $+359.633 $2.082.128 $+2.082.128 $
NOVARTIS AGNVS2.616.635 $+139.166 $2.477.469 $+145.364 $2.332.105 $+191.355 $2.140.750 $+2.140.750 $
VERIZON COMMUNICATIONS INCVZ2.331.180 $-180.796 $2.511.976 $+61.300 $2.450.676 $-131.968 $2.582.644 $+2.582.644 $
PEPSICO INCPEP2.497.092 $+55.835 $2.441.257 $+398.072 $2.043.185 $-142.790 $2.185.975 $+2.185.975 $
HP INCHPQ1.651.537 $-838.247 $2.489.784 $+369.390 $2.120.394 $+239.951 $1.880.443 $+1.880.443 $
LOCKHEED MARTIN CORPLMT2.372.952 $-73.406 $2.446.358 $+303.960 $2.142.398 $+66.035 $2.076.363 $+2.076.363 $
UNITED PARCEL SERVICE INCUPS2.352.407 $+204.302 $2.148.105 $+2.148.105 $
MCDONALDS CORPMCD2.246.445 $+15.581 $2.230.864 $+107.414 $2.123.450 $-224.608 $2.348.058 $+2.348.058 $
UNILEVER PLCUL2.165.067 $-41.347 $2.206.414 $-40.590 $2.247.004 $-95.233 $2.342.237 $+2.342.237 $
PFIZER INCPFE921.638 $-1.313.067 $2.234.705 $+177.399 $2.057.306 $-69.651 $2.126.957 $+2.126.957 $
DIAGEO PLCDEO688.693 $-1.419.069 $2.107.762 $+166.088 $1.941.674 $-74.332 $2.016.006 $+2.016.006 $
MORGAN STANLEYMS1.623.576 $+16.751 $1.606.825 $+58.037 $1.548.788 $+271.404 $1.277.384 $+1.277.384 $
BERKSHIRE HATHAWAY INCBRK-B732.361 $-131 $732.492 $+68.444 $664.048 $-283.944 $947.992 $+947.992 $
AppLovin CorpAPP623.284 $-52.862 $676.146 $+345.670 $330.476 $+80.079 $250.397 $+250.397 $
WESTERN DIGITAL CORPWDC636.365 $+179.657 $456.708 $+456.708 $
Booking Holdings Inc.BKNG487.447 $-3.962 $491.409 $-12.295 $503.704 $+107.510 $396.194 $+396.194 $
Ingevity CorpNGVT503.030 $+33.915 $469.115 $+110.391 $358.724 $+113.187 $245.537 $+245.537 $
BUCKLE INCBKE455.085 $-46.986 $502.071 $+26.939 $475.132 $+73.653 $401.479 $+401.479 $
RIGEL PHARMACEUTICALS INCRIGL442.777 $+149.901 $292.876 $+292.876 $
PAYCHEX INCPAYX306.588 $-39.847 $346.435 $-30.597 $377.032 $-56.341 $433.373 $+433.373 $
PALATIN TECHNOLOGIES INCPTNT407.048 $-10.694 $417.742 $+54.177 $363.565 $+104.710 $258.855 $+258.855 $
NVIDIA CORPNVDA409.368 $-175 $409.543 $+21.678 $387.865 $+141.842 $246.023 $+246.023 $
Vertiv Holdings CoVRT398.869 $+27.452 $371.417 $-33.331 $404.748 $+195.873 $208.875 $+208.875 $
PEGASYSTEMS INCPEGA369.607 $+13.739 $355.868 $+22.211 $333.657 $+333.657 $
LAM RESEARCH CORPLRCX340.819 $+340.819 $
Palo Alto Networks IncPANW336.224 $+80.776 $255.448 $+255.448 $
GRIFFON CORPGFF325.008 $+19.679 $305.329 $+26.908 $278.421 $+278.421 $
GENUINE PARTS COGPC255.757 $-32.531 $288.288 $+35.963 $252.325 $-48.861 $301.186 $+301.186 $
GARTNER INCIT296.697 $+63.322 $233.375 $+233.375 $
FAIR ISAAC CORPFICO296.130 $+4.753 $291.377 $+291.377 $
BIOCRYST PHARMACEUTICALS INCBCRX271.336 $+271.336 $
SEMTECH CORPSMTC251.086 $+251.086 $
AMGEN INCAMGN234.681 $+32.344 $202.337 $+2.143 $200.194 $-23.187 $223.381 $+223.381 $
BlackRock, Inc.BLK221.728 $+11.116 $210.612 $+210.612 $
APPFOLIO INCAPPF215.653 $+215.653 $
CARDINAL HEALTH INCCAH204.833 $+204.833 $
IRONWOOD PHARMACEUTICALS INCIRWD201.903 $+201.903 $
Sabre CorpSABR192.581 $+192.581 $
193.006.810 $-472.643 $196.466.149 $+14.830.529 $185.188.414 $+7.746.102 $177.885.979 $+177.885.979 $
Erweiterte Einstellungen ×