Investments: VISTA INVESTMENT PARTNERS II, 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. ($)
216.611.098 $+15.924.243 $203.046.399 $+8.304.131 $197.623.271 $+25.898.659 $172.504.549 $+172.504.549 $
BANK OF AMERICA CORP /DE/BAC106.394.947 $+11.996.931 $94.398.016 $+4.819.342 $89.578.674 $+11.577.019 $78.001.655 $+78.001.655 $
Strategy IncMSTR7.254.397 $-5.483.209 $12.737.606 $-2.976.027 $15.713.633 $+3.953.658 $11.759.975 $+11.759.975 $
ELI LILLY & CoLLY12.248.941 $+3.474.353 $8.774.588 $-174.623 $8.949.211 $-584.633 $9.533.844 $+9.533.844 $
NVIDIA CORPNVDA7.849.534 $-238.302 $8.087.836 $+1.224.100 $6.863.736 $+2.154.876 $4.708.860 $+4.708.860 $
KLA CORPKLAC5.642.832 $-438.315 $6.081.147 $+982.595 $5.098.552 $+1.186.983 $3.911.569 $+3.911.569 $
APPFOLIO INCAPPF5.406.711 $+222.544 $5.184.167 $+793.908 $4.390.259 $-267.709 $4.657.968 $+4.657.968 $
ORACLE CORPORCL3.278.552 $-1.691.350 $4.969.902 $+355.548 $4.614.354 $+1.776.131 $2.838.223 $+2.838.223 $
Parker-Hannifin CorpPH4.929.895 $+551.037 $4.378.858 $+345.446 $4.033.412 $+505.116 $3.528.296 $+3.528.296 $
Synchrony FinancialSYF4.265.858 $+546.234 $3.719.624 $+225.625 $3.493.999 $+728.071 $2.765.928 $+2.765.928 $
Mastercard IncMA3.390.080 $+38.506 $3.351.574 $+71.995 $3.279.579 $+138.802 $3.140.777 $+3.140.777 $
FIFTH THIRD BANCORPFITB3.380.486 $+95.736 $3.284.750 $+274.722 $3.010.028 $+147.539 $2.862.489 $+2.862.489 $
KROGER COKR2.814.950 $-270.466 $3.085.416 $-180.895 $3.266.311 $+167.155 $3.099.156 $+3.099.156 $
TENET HEALTHCARE CORPTHC2.956.954 $-211.079 $3.168.033 $+458.865 $2.709.168 $+779.496 $1.929.672 $+1.929.672 $
NASDAQ, INC.NDAQ3.089.220 $+3.089.220 $
Accenture plcACN2.881.003 $-142.938 $3.023.941 $+3.023.941 $
JPMORGAN CHASE & COJPM2.938.561 $+250.300 $2.688.261 $+197.186 $2.491.075 $+388.344 $2.102.731 $+2.102.731 $
DARDEN RESTAURANTS INCDRI2.204.208 $-236.789 $2.440.997 $-313.060 $2.754.057 $+1.051.464 $1.702.593 $+1.702.593 $
JABIL INCJBL2.751.061 $+2.751.061 $
PAYCHEX INCPAYX1.872.171 $-391.310 $2.263.481 $-293.847 $2.557.328 $-164.569 $2.721.897 $+2.721.897 $
MICROSOFT CORPMSFT2.323.107 $-283.956 $2.607.063 $+120.237 $2.486.826 $+629.184 $1.857.642 $+1.857.642 $
BERKSHIRE HATHAWAY INCBRK-B2.368.989 $-78.349 $2.447.338 $+91.353 $2.355.985 $-214.779 $2.570.764 $+2.570.764 $
CATERPILLAR INCCAT633.715 $+90.216 $543.499 $+89.820 $453.679 $-2.060.080 $2.513.759 $+2.513.759 $
JANUS HENDERSON GROUP PLCJHG2.366.378 $+129.236 $2.237.142 $+322.136 $1.915.006 $+139.568 $1.775.438 $+1.775.438 $
Zoetis Inc.ZTS2.159.144 $-83.003 $2.242.147 $+34.278 $2.207.869 $+2.207.869 $
SPS COMMERCE INCSPSC2.000.573 $-15.653 $2.016.226 $+370.144 $1.646.082 $+521.472 $1.124.610 $+1.124.610 $
iShares Bitcoin Trust ETFIBIT1.943.996 $+346.751 $1.597.245 $+276.578 $1.320.667 $+532.012 $788.655 $+788.655 $
AMAZON COM INCAMZN1.644.592 $+46.562 $1.598.030 $+5.039 $1.592.991 $+267.450 $1.325.541 $+1.325.541 $
FORD MOTOR COF1.489.545 $+152.364 $1.337.181 $+139.521 $1.197.660 $+251.029 $946.631 $+946.631 $
ALPHA PRO TECH LTDAPT1.429.444 $+98.116 $1.331.328 $+349.219 $982.109 $+157.709 $824.400 $+824.400 $
BlackRock, Inc.BLK957.825 $+47.274 $910.551 $-361.229 $1.271.780 $+1.271.780 $
EXXON MOBIL CORPXOM1.145.812 $+70.097 $1.075.715 $+50.261 $1.025.454 $-94.938 $1.120.392 $+1.120.392 $
Eaton Corp plcETN927.549 $-143.935 $1.071.484 $+44.091 $1.027.393 $+272.020 $755.373 $+755.373 $
PROCTER & GAMBLE CoPG864.444 $-91.838 $956.282 $-50.583 $1.006.865 $-64.206 $1.071.071 $+1.071.071 $
Walmart Inc.WMT879.366 $+58.589 $820.777 $+40.800 $779.977 $+27.062 $752.915 $+752.915 $
JOHNSON & JOHNSONJNJ788.640 $+90.759 $697.881 $+125.292 $572.589 $-25.094 $597.683 $+597.683 $
Walt Disney CoDIS685.716 $+3.043 $682.673 $-66.649 $749.322 $+162.212 $587.110 $+587.110 $
AMGEN INCAMGN731.743 $+104.628 $627.115 $+33.851 $593.264 $-56.745 $650.009 $+650.009 $
MORGAN STANLEYMS731.197 $+256.442 $474.755 $+60.533 $414.222 $+39.265 $374.957 $+374.957 $
Duke Energy CORPDUK670.118 $-43.775 $713.893 $+32.590 $681.303 $+2.347 $678.956 $+678.956 $
MCDONALDS CORPMCD697.830 $-3.301 $701.131 $+39.910 $661.221 $-43.826 $705.047 $+705.047 $
CHEVRON CORPCVX653.558 $+56.094 $597.464 $+46.682 $550.782 $-120.764 $671.546 $+671.546 $
AbbVie Inc.ABBV628.137 $+65.111 $563.026 $+109.339 $453.687 $-82.186 $535.873 $+535.873 $
VERIZON COMMUNICATIONS INCVZ622.709 $+63.820 $558.889 $+8.956 $549.933 $-26.604 $576.537 $+576.537 $
MCKESSON CORPMCK610.396 $+35.555 $574.841 $+33.269 $541.572 $+44.209 $497.363 $+497.363 $
PEPSICO INCPEP597.896 $+27.297 $570.599 $+34.059 $536.540 $-60.935 $597.475 $+597.475 $
SOUTHERN COSO493.872 $-42.764 $536.636 $+13.139 $523.497 $+9.288 $514.209 $+514.209 $
FRANCO NEVADA CorpFNV519.633 $+519.633 $
AT&T INC.T498.089 $+38.669 $459.420 $+37.734 $421.686 $+9.199 $412.487 $+412.487 $
CSX CORPCSX489.914 $+10.057 $479.857 $+38.977 $440.880 $+43.290 $397.590 $+397.590 $
Trane Technologies plcTT388.811 $-38.213 $427.024 $-4.262 $431.286 $+114.918 $316.368 $+316.368 $
RTX CorpRTX407.336 $+29.448 $377.888 $+21.233 $356.655 $+82.402 $274.253 $+274.253 $
GOLDMAN SACHS GROUP INCGS369.502 $+24.462 $345.040 $+31.382 $313.658 $+37.187 $276.471 $+276.471 $
COCA COLA COKO360.459 $+19.440 $341.019 $-23.889 $364.908 $+53.182 $311.726 $+311.726 $
Shell plcSHEL334.369 $+9.472 $324.897 $+5.681 $319.216 $-12.401 $331.617 $+331.617 $
DEERE & CODE298.179 $+6.277 $291.902 $+1.915 $289.987 $+22.362 $267.625 $+267.625 $
PALATIN TECHNOLOGIES INCPTNT270.891 $-8.941 $279.832 $+68.263 $211.569 $+211.569 $
EMERSON ELECTRIC COEMR231.128 $-17.118 $248.246 $-18.594 $266.840 $+266.840 $
UNITEDHEALTH GROUP INCUNH260.304 $+260.304 $
UNITED PARCEL SERVICE INCUPS254.004 $+254.004 $
abrdn Healthcare InvestorsHQH249.137 $+42.311 $206.826 $+33.276 $173.550 $+173.550 $
NEXTERA ENERGY INCNEE238.672 $+24.356 $214.316 $-1.788 $216.104 $-8.972 $225.076 $+225.076 $
GENERAL ELECTRIC COGE233.092 $+5.524 $227.568 $+227.568 $
LAM RESEARCH CORPLRCX222.534 $+222.534 $
INTEL CORPINTC208.476 $+208.476 $
AGNICO EAGLE MINES LTDAEM200.400 $+200.400 $
216.611.098 $+15.924.243 $203.046.399 $+8.304.131 $197.623.271 $+25.898.659 $172.504.549 $+172.504.549 $
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