Investments: SEEDS INVESTOR 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. ($)
331.368.442 $+33.203.003 $297.034.796 $+26.207.693 $273.556.550 $+37.097.273 $241.031.692 $+241.031.692 $
BANK OF AMERICA CORP /DE/BAC208.419.729 $+15.376.934 $193.042.795 $+26.814.004 $166.228.791 $+23.151.762 $143.077.029 $+143.077.029 $
BlackRock, Inc.BLK19.211.836 $+3.344.341 $15.867.495 $-13.204.184 $29.071.679 $+2.868.086 $26.203.593 $+26.203.593 $
APPFOLIO INCAPPF11.405.515 $+3.402.497 $8.003.018 $+1.935.228 $6.067.790 $-324.254 $6.392.044 $+6.392.044 $
NVIDIA CORPNVDA11.302.003 $+262.211 $11.039.792 $+1.939.069 $9.100.723 $+3.185.316 $5.915.407 $+5.915.407 $
MORGAN STANLEYMS11.242.760 $+2.273.400 $8.969.360 $+2.875.658 $6.093.702 $+348.066 $5.745.636 $+5.745.636 $
ISHARES GOLD TRUSTIAU10.347.876 $+1.617.877 $8.729.999 $+1.701.590 $7.028.409 $+1.230.872 $5.797.537 $+5.797.537 $
MICROSOFT CORPMSFT7.970.422 $-240.788 $8.211.210 $+198.862 $8.012.348 $+2.904.634 $5.107.714 $+5.107.714 $
ALPHA PRO TECH LTDAPT4.218.356 $+1.369.335 $2.849.021 $+1.038.912 $1.810.109 $+155.549 $1.654.560 $+1.654.560 $
AMAZON COM INCAMZN2.896.560 $+358.111 $2.538.449 $-286.855 $2.825.304 $+548.082 $2.277.222 $+2.277.222 $
JPMORGAN CHASE & COJPM2.072.713 $+134.510 $1.938.203 $+446.978 $1.491.225 $+293.794 $1.197.431 $+1.197.431 $
SPS COMMERCE INCSPSC1.904.058 $+1.374.242 $529.816 $+232.302 $297.514 $+25.798 $271.716 $+271.716 $
ELI LILLY & CoLLY1.851.683 $+798.011 $1.053.672 $-35.916 $1.089.588 $-246.263 $1.335.851 $+1.335.851 $
Trane Technologies plcTT1.392.871 $-114.032 $1.506.903 $-123.288 $1.630.191 $+319.338 $1.310.853 $+1.310.853 $
Mastercard IncMA1.436.255 $-121.393 $1.557.648 $+183.710 $1.373.938 $-36.202 $1.410.140 $+1.410.140 $
ORACLE CORPORCL938.975 $-478.394 $1.417.369 $+301.526 $1.115.843 $+307.291 $808.552 $+808.552 $
NETFLIX INCNFLX841.027 $-216.420 $1.057.447 $-224.100 $1.281.547 $+450.663 $830.884 $+830.884 $
Eaton Corp plcETN1.085.082 $-167.681 $1.252.763 $+18.273 $1.234.490 $+219.956 $1.014.534 $+1.014.534 $
CITIGROUP INCC246.087 $-948.031 $1.194.118 $+1.194.118 $
Walmart Inc.WMT1.185.273 $+159.527 $1.025.746 $+246.590 $779.156 $+174.827 $604.329 $+604.329 $
JABIL INCJBL1.133.057 $+69.730 $1.063.327 $-31.039 $1.094.366 $+409.429 $684.937 $+684.937 $
AbbVie Inc.ABBV1.078.862 $+706.838 $372.024 $+75.402 $296.622 $-47.411 $344.033 $+344.033 $
LAM RESEARCH CORPLRCX1.053.282 $+17.422 $1.035.860 $+281.301 $754.559 $+128.191 $626.368 $+626.368 $
NEWS CORPNWSA673.602 $-295.355 $968.957 $-22.170 $991.127 $+91.850 $899.277 $+899.277 $
BERKSHIRE HATHAWAY INCBRK-B845.457 $+102.407 $743.050 $-158.539 $901.589 $-79.956 $981.545 $+981.545 $
CELESTICA INCCLS913.435 $+112.946 $800.489 $+275.959 $524.530 $+245.937 $278.593 $+278.593 $
NASDAQ, INC.NDAQ903.509 $+103.404 $800.105 $-31.964 $832.069 $+69.001 $763.068 $+763.068 $
LINDE PLCLIN409.829 $-467.735 $877.564 $+76.440 $801.124 $+151.751 $649.373 $+649.373 $
UNITEDHEALTH GROUP INCUNH322.223 $+28.368 $293.855 $+15.859 $277.996 $-561.295 $839.291 $+839.291 $
Walt Disney CoDIS838.587 $+266.646 $571.941 $-89.411 $661.352 $+68.308 $593.044 $+593.044 $
KLA CORPKLAC837.385 $+107.133 $730.252 $+113.130 $617.122 $+140.285 $476.837 $+476.837 $
NOVARTIS AGNVS823.052 $+111.692 $711.360 $+54.592 $656.768 $+99.486 $557.282 $+557.282 $
ASML HOLDING NVASML817.574 $+211.529 $606.045 $+190.362 $415.683 $+2.472 $413.211 $+413.211 $
SAP SESAP447.900 $-76.249 $524.149 $-237.122 $761.271 $+164.003 $597.268 $+597.268 $
GENERAL ELECTRIC COGE748.414 $+61.663 $686.751 $+172.949 $513.802 $+176.265 $337.537 $+337.537 $
UNITED THERAPEUTICS CorpUTHR718.937 $+154.890 $564.047 $+188.337 $375.710 $-70.665 $446.375 $+446.375 $
VERIZON COMMUNICATIONS INCVZ565.662 $+11.383 $554.279 $-18.282 $572.561 $-130.055 $702.616 $+702.616 $
Accenture plcACN439.993 $+152.901 $287.092 $-257.515 $544.607 $-100.285 $644.892 $+644.892 $
EXXON MOBIL CORPXOM641.104 $+150.727 $490.377 $+4.002 $486.375 $-72.291 $558.666 $+558.666 $
COCA COLA COKO633.341 $+98.715 $534.626 $-47.416 $582.042 $-7.647 $589.689 $+589.689 $
Fox CorpFOXA594.766 $+594.766 $
PEPSICO INCPEP589.737 $+106.323 $483.414 $+140.020 $343.394 $-168.506 $511.900 $+511.900 $
FISERV INCFISV301.200 $-253.967 $555.167 $+555.167 $
GOLDMAN SACHS GROUP INCGS551.096 $+48.425 $502.671 $+93.476 $409.195 $+150.920 $258.275 $+258.275 $
PROCTER & GAMBLE CoPG450.501 $+14.461 $436.040 $-45.597 $481.637 $-64.981 $546.618 $+546.618 $
EXELON CORPEXC415.654 $-2.692 $418.346 $-2.783 $421.129 $-99.076 $520.205 $+520.205 $
JOHNSON & JOHNSONJNJ517.380 $+170.645 $346.735 $+101.760 $244.975 $-20.836 $265.811 $+265.811 $
JONES LANG LASALLE INCJLL510.761 $+96.748 $414.013 $+63.594 $350.419 $-54.170 $404.589 $+404.589 $
SYSCO CORPSYY429.223 $-75.447 $504.670 $+97.196 $407.474 $-39.143 $446.617 $+446.617 $
Sony Group CorpSONY418.233 $-71.085 $489.318 $-2.102 $491.420 $+57.848 $433.572 $+433.572 $
ADVANCED MICRO DEVICES INCAMD484.762 $+106.084 $378.678 $+64.008 $314.670 $+96.856 $217.814 $+217.814 $
EVERSOURCE ENERGYES439.278 $-22.235 $461.513 $+47.655 $413.858 $+11.050 $402.808 $+402.808 $
nVent Electric plcNVT459.788 $+41.238 $418.550 $+146.506 $272.044 $+272.044 $
EAST WEST BANCORP INCEWBC453.924 $+92.035 $361.889 $-11.450 $373.339 $-36.160 $409.499 $+409.499 $
WILLIAMS SONOMA INCWSM431.715 $+431.715 $
RTX CorpRTX428.012 $+21.240 $406.772 $+46.432 $360.340 $+82.514 $277.826 $+277.826 $
CATERPILLAR INCCAT421.132 $+198.673 $222.459 $+222.459 $
Performance Food Group CoPFGC340.977 $-77.992 $418.969 $+59.030 $359.939 $+63.425 $296.514 $+296.514 $
Unum GroupUNM315.407 $+16.865 $298.542 $-82.375 $380.917 $-19.156 $400.073 $+400.073 $
NEW YORK TIMES CONYT397.619 $+112.781 $284.838 $-61.952 $346.790 $+31.479 $315.311 $+315.311 $
AECOMACM392.819 $+48.671 $344.148 $+118.989 $225.159 $+225.159 $
NEXTERA ENERGY INCNEE360.070 $-13.442 $373.512 $+22.502 $351.010 $-30.319 $381.329 $+381.329 $
BALL CorpBALL365.161 $+155.472 $209.689 $-171.538 $381.227 $+41.090 $340.137 $+340.137 $
AT&T INC.T298.743 $-31.636 $330.379 $-44.806 $375.185 $+2.022 $373.163 $+373.163 $
BOSTON SCIENTIFIC CORPBSX257.350 $-35.149 $292.499 $-46.917 $339.416 $-33.941 $373.357 $+373.357 $
LKQ CORPLKQ212.573 $-149.056 $361.629 $+361.629 $
ONCOLYTICS BIOTECH INCONCY225.759 $-135.869 $361.628 $+188.656 $172.972 $+68.504 $104.468 $+104.468 $
Penumbra IncPEN356.303 $+73.753 $282.550 $-78.454 $361.004 $+361.004 $
UNILEVER PLCUL349.040 $-558 $349.598 $-5.410 $355.008 $+21.313 $333.695 $+333.695 $
DEERE & CODE353.664 $+149.218 $204.446 $-120.392 $324.838 $-12.847 $337.685 $+337.685 $
NEUROCRINE BIOSCIENCES INCNBIX353.653 $+36.324 $317.329 $+89.642 $227.687 $+227.687 $
ROYAL GOLD INCRGLD350.117 $+20.039 $330.078 $+21.391 $308.687 $+22.726 $285.961 $+285.961 $
WEYERHAEUSER COWY209.415 $-130.067 $339.482 $+339.482 $
AMGEN INCAMGN303.771 $+53.642 $250.129 $-14.648 $264.777 $-67.642 $332.419 $+332.419 $
GRAPHIC PACKAGING HOLDING COGPK332.343 $+332.343 $
INTEL CORPINTC332.032 $+332.032 $
Aon plcAON218.317 $-2.566 $220.883 $-3.918 $224.801 $-99.770 $324.571 $+324.571 $
CIENA CORPCIEN319.116 $+319.116 $
ROYAL BANK OF CANADARY318.543 $+318.543 $
PFIZER INCPFE316.481 $+79.607 $236.874 $+11.551 $225.323 $-6.704 $232.027 $+232.027 $
Owens CorningOC314.554 $+39.390 $275.164 $+38.528 $236.636 $+236.636 $
MCDONALDS CORPMCD294.701 $+15.451 $279.250 $-5.102 $284.352 $-23.021 $307.373 $+307.373 $
AMERICAN EXPRESS COAXP280.011 $+46.251 $233.760 $+16.834 $216.926 $+216.926 $
FACTSET RESEARCH SYSTEMS INCFDS220.312 $-56.266 $276.578 $+276.578 $
BADGER METER INCBMI275.483 $+61.328 $214.155 $+214.155 $
PALATIN TECHNOLOGIES INCPTNT269.825 $+36.510 $233.315 $+233.315 $
INTUITIVE SURGICAL INCISRG203.890 $-29.776 $233.666 $-25.855 $259.521 $+259.521 $
Zoetis Inc.ZTS214.883 $-41.640 $256.523 $+256.523 $
RALPH LAUREN CORPRL255.568 $+23.984 $231.584 $+22.198 $209.386 $+209.386 $
CORCEPT THERAPEUTICS INCCORT231.877 $+2.796 $229.081 $-24.373 $253.454 $+253.454 $
LINCOLN NATIONAL CORPLNC249.870 $+36.567 $213.303 $+213.303 $
Haleon plcHLN211.724 $+26.045 $185.679 $-51.627 $237.306 $-11.239 $248.545 $+248.545 $
REINSURANCE GROUP OF AMERICA INCRGA244.411 $+244.411 $
BOEING COBA238.289 $+238.289 $
BIOMARIN PHARMACEUTICAL INCBMRN238.013 $+238.013 $
COMCAST CORPCMCSA236.032 $+236.032 $
POOL CORPPOOL234.919 $+234.919 $
LXP Industrial TrustLXP234.018 $+234.018 $
GRACO INCGGG217.952 $-12.489 $230.441 $+230.441 $
BORGWARNER INCBWA229.184 $+17.658 $211.526 $+211.526 $
PEARSON PLCPSO161.910 $-28.204 $190.114 $-37.829 $227.943 $+227.943 $
Duke Energy CORPDUK222.985 $+222.985 $
CDW CorpCDW221.998 $+7.933 $214.065 $+214.065 $
American Homes 4 RentAMH218.986 $+218.986 $
AUTOLIV INCALV218.210 $+218.210 $
WATSCO INCWSO216.227 $+216.227 $
Shell plcSHEL215.188 $+13.756 $201.432 $+201.432 $
RELX PLCRELX213.771 $+213.771 $
CHEVRON CORPCVX201.019 $-12.195 $213.214 $+213.214 $
RADIAN GROUP INCRDN208.846 $+208.846 $
WESTERN DIGITAL CORPWDC205.808 $+205.808 $
Amcor plcAMCR142.164 $+142.164 $
MIZUHO FINANCIAL GROUP INCMFG104.310 $+14.026 $90.284 $+22.245 $68.039 $+11.174 $56.865 $+56.865 $
B2GOLD CORPBTG102.002 $+45.508 $56.494 $+56.494 $
331.368.442 $+33.203.003 $297.034.796 $+26.207.693 $273.556.550 $+37.097.273 $241.031.692 $+241.031.692 $
Erweiterte Einstellungen ×