Investments: Breakwater Investment Management

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. ($)
182.733.761 $+3.938.110 $178.824.145 $+7.739.411 $171.089.045 $+18.431.966 $152.691.114 $+152.691.114 $
BANK OF AMERICA CORP /DE/BAC149.881.871 $+2.479.974 $147.401.897 $+5.288.258 $142.113.639 $+10.249.574 $131.864.065 $+131.864.065 $
MICROSOFT CORPMSFT12.221.078 $-2.083.148 $14.304.226 $+593.119 $13.711.107 $+3.363.481 $10.347.626 $+10.347.626 $
MORGAN STANLEYMS5.189.302 $+2.574.377 $2.614.925 $+1.919.217 $695.708 $+676.516 $19.192 $+19.192 $
AMAZON COM INCAMZN4.901.002 $+233.602 $4.667.400 $+21.158 $4.646.242 $+3.540.070 $1.106.172 $+1.106.172 $
BlackRock, Inc.BLK4.172.014 $-24.745 $4.196.759 $-333.265 $4.530.024 $-21.194 $4.551.218 $+4.551.218 $
ALPHA PRO TECH LTDAPT1.701.828 $+373.947 $1.327.881 $+377.137 $950.744 $+115.790 $834.954 $+834.954 $
SPS COMMERCE INCSPSC1.201.216 $+151.513 $1.049.703 $+199.227 $850.476 $+133.007 $717.469 $+717.469 $
PALATIN TECHNOLOGIES INCPTNT371.853 $-9.770 $381.623 $-606.152 $987.775 $+376.212 $611.563 $+611.563 $
APPFOLIO INCAPPF430.627 $+20.163 $410.464 $+91.424 $319.040 $-26.373 $345.413 $+345.413 $
OMEROS CORPOMER292.800 $+222.903 $69.897 $+18.753 $51.144 $-88.991 $140.135 $+140.135 $
INTUITIVE SURGICAL INCISRG255.429 $+53.281 $202.148 $-42.930 $245.078 $+21.711 $223.367 $+223.367 $
NVIDIA CORPNVDA233.871 $-9.990 $243.861 $+65.332 $178.529 $+56.059 $122.470 $+122.470 $
Walmart Inc.WMT218.468 $+16.374 $202.094 $+11.820 $190.274 $+19.440 $170.834 $+170.834 $
GARMIN LTDGRMN160.252 $-34.755 $195.007 $+30.118 $164.889 $-6.644 $171.533 $+171.533 $
EXXON MOBIL CORPXOM175.938 $+12.450 $163.488 $+12.244 $151.244 $-15.615 $166.859 $+166.859 $
STARBUCKS CORPSBUX119.747 $-47 $119.794 $-9.955 $129.749 $-9.147 $138.896 $+138.896 $
FLUOR CORPFLR107.001 $-6.588 $113.589 $-24.840 $138.429 $+41.715 $96.714 $+96.714 $
ISHARES GOLD TRUSTIAU120.132 $+12.432 $107.700 $+79.014 $28.686 $+1.564 $27.122 $+27.122 $
COCA COLA COKO6.083 $-18.854 $24.937 $-79.207 $104.144 $-1.281 $105.425 $+105.425 $
Mastercard IncMA101.617 $+368 $101.249 $+5.719 $95.530 $+2.349 $93.181 $+93.181 $
CITIGROUP INCC98.827 $-358 $99.185 $+1.088 $98.097 $-14 $98.111 $+98.111 $
ORACLE CORPORCL52.431 $-25.192 $77.623 $+18.811 $58.812 $+21.203 $37.609 $+37.609 $
BOEING COBA76.210 $+453 $75.757 $+2.631 $73.126 $+13.604 $59.522 $+59.522 $
CHEVRON CORPCVX69.042 $-2.702 $71.744 $+6.878 $64.866 $-10.917 $75.783 $+75.783 $
Accenture plcACN63.319 $+5.614 $57.705 $-11.638 $69.343 $-3.051 $72.394 $+72.394 $
PROCTER & GAMBLE CoPG53.312 $-3.539 $56.851 $-664 $57.515 $-4.007 $61.522 $+61.522 $
LOCKHEED MARTIN CORPLMT48.851 $-1.570 $50.421 $+4.107 $46.314 $+1.643 $44.671 $+44.671 $
JOHNSON & JOHNSONJNJ45.736 $+4.758 $40.978 $+7.220 $33.758 $-2.893 $36.651 $+36.651 $
JPMORGAN CHASE & COJPM43.822 $+2.500 $41.322 $+4.503 $36.819 $+5.665 $31.154 $+31.154 $
RTX CorpRTX14.856 $-22.961 $37.817 $+5.692 $32.125 $+2.983 $29.142 $+29.142 $
ELI LILLY & CoLLY37.614 $+8.620 $28.994 $+3.269 $25.725 $-1.531 $27.256 $+27.256 $
Sonos IncSONO32.010 $+32.010 $
AbbVie Inc.ABBV21.479 $-286 $21.765 $+9.699 $12.066 $-1.553 $13.619 $+13.619 $
MCDONALDS CORPMCD21.395 $+730 $20.665 $+1.966 $18.699 $-1.293 $19.992 $+19.992 $
BECTON DICKINSON & COBDX562 $-14.769 $15.331 $-5.056 $20.387 $+20.387 $
PEPSICO INCPEP14.640 $-668 $15.308 $+1.971 $13.337 $-6.755 $20.092 $+20.092 $
Archer-Daniels-Midland CoADM19.145 $-749 $19.894 $+2.793 $17.101 $+1.545 $15.556 $+15.556 $
COMCAST CORPCMCSA8.579 $+189 $8.390 $-2.710 $11.100 $-8.642 $19.742 $+19.742 $
CATERPILLAR INCCAT18.332 $+3.063 $15.269 $+3.622 $11.647 $+1.753 $9.894 $+9.894 $
DTE ENERGY CODTE16.510 $-1.594 $18.104 $+1.149 $16.955 $-744 $17.699 $+17.699 $
iShares Bitcoin Trust ETFIBIT12.562 $-3.883 $16.445 $+958 $15.487 $+3.644 $11.843 $+11.843 $
Veralto CorpVLTO11.276 $-1.304 $12.580 $+1.172 $11.408 $+396 $11.012 $+11.012 $
NEXTERA ENERGY INCNEE10.838 $+646 $10.192 $+1.306 $8.886 $-188 $9.074 $+9.074 $
Booking Holdings Inc.BKNG10.711 $-88 $10.799 $+10.799 $
BHP Group LtdBHP9.660 $+740 $8.920 $+1.225 $7.695 $-72 $7.767 $+7.767 $
Walt Disney CoDIS7.737 $+65 $7.672 $+355 $7.317 $+1.493 $5.824 $+5.824 $
Otis Worldwide CorpOTIS6.583 $-547 $7.130 $-301 $7.431 $+7.431 $
WEYERHAEUSER COWY5.070 $-236 $5.306 $-192 $5.498 $-1.822 $7.320 $+7.320 $
Shell plcSHEL7.055 $+188 $6.867 $+107 $6.760 $-275 $7.035 $+7.035 $
FORD MOTOR COF6.744 $+596 $6.148 $+1.048 $5.100 $+385 $4.715 $+4.715 $
LINDE PLCLIN5.117 $-583 $5.700 $+5.230 $470 $+4 $466 $+466 $
FISERV INCFISV4.311 $-1.210 $5.521 $+5.521 $
PFIZER INCPFE5.354 $-125 $5.479 $+776 $4.703 $-213 $4.916 $+4.916 $
UNITEDHEALTH GROUP INCUNH3.302 $-1.187 $4.489 $+3.553 $936 $-636 $1.572 $+1.572 $
Eaton Corp plcETN1.275 $-2.468 $3.743 $+1.958 $1.785 $+425 $1.360 $+1.360 $
BOSTON SCIENTIFIC CORPBSX2.289 $-543 $2.832 $+2.832 $
NETFLIX INCNFLX2.398 $+2.398 $
VERIZON COMMUNICATIONS INCVZ2.118 $-168 $2.286 $+555 $1.731 $-84 $1.815 $+1.815 $
AMERICAN EXPRESS COAXP1.850 $+853 $997 $+997 $
GENERAL DYNAMICS CORPGD674 $-1.031 $1.705 $+830 $875 $+57 $818 $+818 $
ANALOG DEVICES INCADI543 $-932 $1.475 $+522 $953 $+146 $807 $+807 $
GENERAL ELECTRIC COGE1.233 $+29 $1.204 $+1.204 $
WESTERN DIGITAL CORPWDC1.206 $+365 $841 $+841 $
MICRON TECHNOLOGY INCMU1.142 $+472 $670 $+670 $
ADVANCED MICRO DEVICES INCAMD1.133 $+1.133 $
Edwards Lifesciences CorpEW512 $-577 $1.089 $+463 $626 $+46 $580 $+580 $
Paramount Skydance CorpPSKY751 $-309 $1.060 $+1.060 $
CUMMINS INCCMI1.021 $+598 $423 $+423 $
AT&T INC.T522 $-467 $989 $+989 $
Kraft Heinz CoKHC974 $+974 $
FORMFACTOR INCFORM949 $+329 $620 $+620 $
INTEL CORPINTC886 $+80 $806 $+806 $
GOLDMAN SACHS GROUP INCGS879 $+82 $797 $+797 $
Parker-Hannifin CorpPH879 $+120 $759 $+759 $
INSMED IncINSM871 $+150 $721 $+721 $
Aptiv PLCAPTV761 $-102 $863 $+180 $683 $+88 $595 $+595 $
LAM RESEARCH CORPLRCX856 $+186 $670 $+670 $
WOODSIDE ENERGY GROUP LTDWDS841 $+841 $
MCKESSON CORPMCK821 $+821 $
GARTNER INCIT505 $-284 $789 $+384 $405 $-15 $420 $+420 $
EchoStar CORPSATS761 $+761 $
Zoetis Inc.ZTS732 $+420 $312 $-18 $330 $+330 $
AppLovin CorpAPP674 $-45 $719 $+719 $
JONES LANG LASALLE INCJLL673 $+673 $
AMGEN INCAMGN655 $+655 $
ALLSTATE CORPALL417 $-227 $644 $+644 $
BIOMARIN PHARMACEUTICAL INCBMRN488 $-7 $495 $-142 $637 $+637 $
CVS HEALTH CorpCVS635 $+31 $604 $+604 $
CARPENTER TECHNOLOGY CORPCRS630 $+630 $
DELTA AIR LINES, INC.DAL625 $+114 $511 $+511 $
TechnipFMC plcFTI624 $+71 $553 $+553 $
Monster Beverage CorpMNST614 $+75 $539 $+539 $
Cadence BankCADE600 $+74 $526 $+526 $
UNITED PARCEL SERVICE INCUPS596 $+596 $
Hewlett Packard Enterprise CoHPE590 $+590 $
TARGET CORPTGT587 $+587 $
AXCELIS TECHNOLOGIES INCACLS586 $+586 $
Fox CorpFOXA585 $+585 $
FACTSET RESEARCH SYSTEMS INCFDS581 $+581 $
Bank of New York Mellon CorpBK581 $+36 $545 $+545 $
PG&E CorpPCG579 $+36 $543 $+543 $
FEDEX CORPFDX578 $+578 $
Public StoragePSA519 $-59 $578 $+578 $
XCEL ENERGY INCXEL518 $-47 $565 $+565 $
AFLAC INCAFL552 $-7 $559 $+559 $
WELLTOWER INC.WELL557 $+22 $535 $+535 $
Roblox CorpRBLX555 $+555 $
ENTEGRIS INCENTG555 $+555 $
Solventum CorpSOLV555 $+555 $
CHIPOTLE MEXICAN GRILL INCCMG555 $+555 $
REALTY INCOME CORPO548 $+548 $
Phillips 66PSX517 $-28 $545 $+545 $
ROLLINS INCROL541 $+12 $529 $+529 $
FASTENAL COFAST540 $+540 $
SEMPRASRE530 $-10 $540 $+540 $
CADIZ INCCDZI539 $+539 $
DEXCOM INCDXCM531 $+531 $
NEWS CORPNWSA523 $+523 $
AMEREN CORPAEE522 $+522 $
AECOMACM522 $+522 $
HUMANA INCHUM513 $-8 $521 $+521 $
EQUITY RESIDENTIALEQR518 $+518 $
HP INCHPQ518 $+518 $
ROBERT HALF INC.RHI517 $+517 $
STATE STREET CORPSTT517 $+52 $465 $+465 $
DOLLAR GENERAL CORPDG517 $+517 $
EQUIFAX INCEFX514 $+514 $
ATMOS ENERGY CORPATO503 $-10 $513 $+513 $
NICOLET BANKSHARES INCNIC510 $+91 $419 $+419 $
nVent Electric plcNVT510 $+510 $
CENTERPOINT ENERGY INCCNP499 $-6 $505 $+505 $
Synchrony FinancialSYF498 $+498 $
STERIS plcSTE495 $+495 $
Duke Energy CORPDUK495 $+495 $
COPART INCCPRT495 $+495 $
SYSCO CORPSYY495 $+495 $
METLIFE INCMET495 $+495 $
CARNIVAL CORPCCL492 $+492 $
PACCAR INCPCAR492 $+492 $
NUCOR CORPNUE490 $+83 $407 $+407 $
ASTRONICS CORPATRO489 $+489 $
AeroVironment IncAVAV484 $+484 $
APi Group CorpAPG482 $+482 $
3M COMMM481 $+15 $466 $+466 $
Medtronic plcMDT481 $+4 $477 $+477 $
Rocket Lab CorpRKLB480 $+480 $
BOX INCBOX479 $+479 $
SCHWAB CHARLES CORPSCHW478 $+478 $
COLGATE PALMOLIVE COCL475 $+475 $
CONOCOPHILLIPSCOP469 $-4 $473 $+473 $
SYNOPSYS INCSNPS470 $+470 $
DEERE & CODE466 $+466 $
ONE LIBERTY PROPERTIES INCOLP465 $+465 $
CLEAN HARBORS INCCLH465 $+465 $
Strategy IncMSTR456 $+456 $
TE Connectivity plcTEL456 $+456 $
YUM BRANDS INCYUM456 $+456 $
TYLER TECHNOLOGIES INCTYL454 $+454 $
PHIBRO ANIMAL HEALTH CORPPAHC449 $+449 $
PAYCHEX INCPAYX449 $+449 $
Permian Resources CorpPR448 $+448 $
ROPER TECHNOLOGIES INCROP446 $+446 $
Ingredion IncINGR442 $+442 $
FREEPORT-MCMORAN INCFCX432 $+432 $
DOMINOS PIZZA INCDPZ417 $+417 $
Palo Alto Networks IncPANW408 $+408 $
DARDEN RESTAURANTS INCDRI381 $+381 $
STRYKER CORPSYK370 $+370 $
Aon plcAON357 $+357 $
SHERWIN WILLIAMS COSHW347 $+347 $
INSULET CORPPODD309 $+309 $
MOSAIC COMOS278 $-14 $292 $+75 $217 $+217 $
Viatris IncVTRS210 $+210 $
CORCEPT THERAPEUTICS INCCORT209 $+209 $
182.733.761 $+3.938.110 $178.824.145 $+7.739.411 $171.089.045 $+18.431.966 $152.691.114 $+152.691.114 $
Erweiterte Einstellungen ×