Investments: Convergence Financial, 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. ($)
606.626.512 $+22.339.623 $585.005.923 $+82.059.395 $502.681.191 $+65.051.915 $439.645.032 $+439.645.032 $
BANK OF AMERICA CORP /DE/BAC498.902.699 $+16.897.347 $482.005.352 $+70.249.023 $411.756.329 $+48.147.228 $363.609.101 $+363.609.101 $
NVIDIA CORPNVDA11.644.589 $-610.323 $12.254.912 $+1.048.869 $11.206.043 $+3.267.813 $7.938.230 $+7.938.230 $
APPFOLIO INCAPPF10.975.167 $+292.338 $10.682.829 $+1.783.935 $8.898.894 $-31.804 $8.930.698 $+8.930.698 $
ALPHA PRO TECH LTDAPT10.392.760 $+2.222.141 $8.170.619 $+2.203.142 $5.967.477 $+1.308.230 $4.659.247 $+4.659.247 $
MICROSOFT CORPMSFT8.126.210 $-486.543 $8.612.753 $+372.427 $8.240.326 $+2.266.176 $5.974.150 $+5.974.150 $
AMAZON COM INCAMZN7.334.770 $+409.509 $6.925.261 $-247.706 $7.172.967 $+1.607.484 $5.565.483 $+5.565.483 $
BlackRock, Inc.BLK6.482.095 $+433.541 $6.048.554 $+342.968 $5.705.586 $+2.769.081 $2.936.505 $+2.936.505 $
JPMORGAN CHASE & COJPM4.985.506 $+194.092 $4.791.414 $+303.295 $4.488.119 $+696.271 $3.791.848 $+3.791.848 $
ELI LILLY & CoLLY4.788.438 $+1.433.043 $3.355.395 $+29.578 $3.325.817 $+42.572 $3.283.245 $+3.283.245 $
iShares Bitcoin Trust ETFIBIT3.156.602 $-178.873 $3.335.475 $+426.286 $2.909.189 $+2.254.458 $654.731 $+654.731 $
BERKSHIRE HATHAWAY INCBRK-B3.011.390 $+59.306 $2.952.084 $+95.747 $2.856.337 $-19.599 $2.875.936 $+2.875.936 $
GOLDMAN SACHS GROUP INCGS2.415.742 $+175.485 $2.240.257 $+260.654 $1.979.603 $+678.885 $1.300.718 $+1.300.718 $
PROCTER & GAMBLE CoPG1.782.567 $-127.724 $1.910.291 $-94.599 $2.004.890 $-131.416 $2.136.306 $+2.136.306 $
CITIGROUP INCC2.030.153 $+442.870 $1.587.283 $+933.864 $653.419 $+208.756 $444.663 $+444.663 $
ALLSTATE CORPALL1.900.454 $-39.760 $1.940.214 $+154.647 $1.785.567 $-49.597 $1.835.164 $+1.835.164 $
PALATIN TECHNOLOGIES INCPTNT1.912.270 $+11.446 $1.900.824 $+1.900.824 $
FISERV INCFISV707.704 $-412.062 $1.119.766 $-359.855 $1.479.621 $-375.131 $1.854.752 $+1.854.752 $
Walmart Inc.WMT1.791.097 $+277.798 $1.513.299 $+196.815 $1.316.484 $+362.556 $953.928 $+953.928 $
Duke Energy CORPDUK1.696.179 $+15.477 $1.680.702 $+115.598 $1.565.104 $+3.260 $1.561.844 $+1.561.844 $
DEERE & CODE1.021.781 $-23.676 $1.045.457 $-131.191 $1.176.648 $-153.820 $1.330.468 $+1.330.468 $
Strategy IncMSTR495.357 $-555.048 $1.050.405 $-226.558 $1.276.963 $+366.318 $910.645 $+910.645 $
REALTY INCOME CORPO1.175.795 $-80.947 $1.256.742 $+92.383 $1.164.359 $+66.182 $1.098.177 $+1.098.177 $
JOHNSON & JOHNSONJNJ1.143.433 $+82.059 $1.061.374 $+94.204 $967.170 $-60.983 $1.028.153 $+1.028.153 $
Accenture plcACN1.084.998 $+86.229 $998.769 $+153.850 $844.919 $+246.552 $598.367 $+598.367 $
LINDE PLCLIN1.043.619 $+68.772 $974.847 $+4.093 $970.754 $+184.861 $785.893 $+785.893 $
LOCKHEED MARTIN CORPLMT510.271 $-470.178 $980.449 $+188.015 $792.434 $+73.676 $718.758 $+718.758 $
Palo Alto Networks IncPANW903.684 $-58.423 $962.107 $-7.272 $969.379 $+355.926 $613.453 $+613.453 $
MORGAN STANLEYMS897.745 $+897.745 $
DOVER CorpDOV794.412 $+115.596 $678.816 $-82.823 $761.639 $+31.409 $730.230 $+730.230 $
CREDICORP LTDBAP788.102 $+788.102 $
CHEVRON CORPCVX753.771 $+18.100 $735.671 $+75.359 $660.312 $-111.299 $771.611 $+771.611 $
CATERPILLAR INCCAT718.669 $+127.673 $590.996 $+81.601 $509.395 $+211.721 $297.674 $+297.674 $
AbbVie Inc.ABBV689.439 $-26.027 $715.466 $+279.815 $435.651 $+153.218 $282.433 $+282.433 $
RTX CorpRTX631.558 $-51.758 $683.316 $+70.270 $613.046 $+18.548 $594.498 $+594.498 $
AFLAC INCAFL579.913 $-22.041 $601.954 $+10.956 $590.998 $-73.915 $664.913 $+664.913 $
VERIZON COMMUNICATIONS INCVZ600.532 $-51.207 $651.739 $+130.447 $521.292 $+77.032 $444.260 $+444.260 $
AMGEN INCAMGN646.861 $+81.612 $565.249 $+129.403 $435.846 $+35.817 $400.029 $+400.029 $
Mastercard IncMA602.393 $+7.876 $594.517 $-18.649 $613.166 $+27.164 $586.002 $+586.002 $
NETFLIX INCNFLX526.466 $-77.797 $604.263 $+191.809 $412.454 $+110.312 $302.142 $+302.142 $
SPS COMMERCE INCSPSC530.659 $+530.659 $
FMC CORPFMC293.119 $-65.321 $358.440 $-170.121 $528.561 $+528.561 $
Grayscale Bitcoin Mini Trust ETFBTC397.137 $-122.023 $519.160 $+27.761 $491.399 $+90.447 $400.952 $+400.952 $
Walt Disney CoDIS365.306 $+9.326 $355.980 $-146.786 $502.766 $+79.017 $423.749 $+423.749 $
AIR LEASE CORPAL473.435 $+473.435 $
NEXTERA ENERGY INCNEE447.583 $+39.163 $408.420 $+11.529 $396.891 $+28.860 $368.031 $+368.031 $
MCDONALDS CORPMCD437.792 $+29.505 $408.287 $-9.122 $417.409 $-28.897 $446.306 $+446.306 $
CINTAS CORPCTAS425.915 $+105.426 $320.489 $+320.489 $
PEPSICO INCPEP235.801 $+4.641 $231.160 $-44.672 $275.832 $-142.505 $418.337 $+418.337 $
COMMVAULT SYSTEMS INCCVLT412.701 $+412.701 $
ROPER TECHNOLOGIES INCROP277.783 $-55.868 $333.651 $-50.130 $383.781 $-22.461 $406.242 $+406.242 $
Booking Holdings Inc.BKNG358.805 $-2.947 $361.752 $-43.489 $405.241 $+50.505 $354.736 $+354.736 $
ORACLE CORPORCL404.261 $+42.572 $361.689 $+361.689 $
NOVARTIS AGNVS337.231 $-24.149 $361.380 $-3.462 $364.842 $+30.735 $334.107 $+334.107 $
ANALOG DEVICES INCADI363.149 $+19.155 $343.994 $-7.083 $351.077 $-7.696 $358.773 $+358.773 $
CORVEL CORPCRVL316.494 $-42.737 $359.231 $+359.231 $
EXXON MOBIL CORPXOM295.936 $-48.604 $344.540 $+20.567 $323.973 $-6.416 $330.389 $+330.389 $
REGIONS FINANCIAL CORPRF321.857 $-14.310 $336.167 $+28.266 $307.901 $+24.478 $283.423 $+283.423 $
HERSHEY COHSY294.485 $-11.156 $305.641 $+305.641 $
UNITEDHEALTH GROUP INCUNH256.824 $-45.963 $302.787 $+37.450 $265.337 $+265.337 $
ENBRIDGE INCENB274.740 $-19.393 $294.133 $+8.026 $286.107 $+27.383 $258.724 $+258.724 $
CONOCOPHILLIPSCOP213.917 $-2.239 $216.156 $+112 $216.044 $-36.647 $252.691 $+252.691 $
BOSTON SCIENTIFIC CORPBSX200.903 $-7.047 $207.950 $-42.852 $250.802 $+250.802 $
COCA COLA COKO234.769 $+234.769 $
DOLLAR GENERAL CORPDG222.390 $+222.390 $
AngloGold Ashanti PLCAU206.676 $-865 $207.541 $+207.541 $
Antero Midstream CorpAM187.648 $-18.960 $206.608 $+206.608 $
PFIZER INCPFE205.204 $+205.204 $
MICRON TECHNOLOGY INCMU203.209 $+203.209 $
ADVANCED MICRO DEVICES INCAMD201.309 $+201.309 $
SEALSQ CorpLAES53.736 $+12.495 $41.241 $+41.241 $
606.626.512 $+22.339.623 $585.005.923 $+82.059.395 $502.681.191 $+65.051.915 $439.645.032 $+439.645.032 $
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