Investments: Dale Q Rice Investment Management Ltd

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. ($)
132.176.818 $-1.805.808 $134.206.831 $+20.483.200 $113.626.468 $-65.262.048 $180.739.014 $+180.739.014 $
BANK OF AMERICA CORP /DE/BAC76.200.246 $-3.982.269 $80.182.515 $+13.381.698 $66.800.817 $-28.810.841 $95.611.658 $+95.611.658 $
APPFOLIO INCAPPF28.686.960 $+1.105.169 $27.581.791 $+4.775.200 $22.806.591 $-18.637.109 $41.443.700 $+41.443.700 $
BERKSHIRE HATHAWAY INCBRK-B3.112.409 $-56.792 $3.169.201 $+153.288 $3.015.913 $-3.811.763 $6.827.676 $+6.827.676 $
ALPHA PRO TECH LTDAPT5.718.534 $+1.290.999 $4.427.535 $+1.068.474 $3.359.061 $-2.226.109 $5.585.170 $+5.585.170 $
CCM INVESTMENT ADVISERS LLC816.834 $-23.937 $840.771 $+8.677 $832.094 $-3.628.292 $4.460.386 $+4.460.386 $
BlackRock, Inc.BLK1.739.409 $-200.015 $1.939.424 $-124.107 $2.063.531 $-2.245.572 $4.309.103 $+4.309.103 $
Mastercard IncMA1.633.729 $+18.203 $1.615.526 $+25.924 $1.589.602 $-1.547.086 $3.136.688 $+3.136.688 $
NVIDIA CORPNVDA2.953.787 $-95.752 $3.049.539 $+335.724 $2.713.815 $-114.904 $2.828.719 $+2.828.719 $
MICROSOFT CORPMSFT1.933.496 $-161.736 $2.095.232 $+65.953 $2.029.279 $-732.162 $2.761.441 $+2.761.441 $
AMAZON COM INCAMZN1.448.396 $+10.218 $1.438.178 $+28.063 $1.410.115 $-842.564 $2.252.679 $+2.252.679 $
MORGAN STANLEYMS560.694 $+15.380 $545.314 $+14.449 $530.865 $-780.063 $1.310.928 $+1.310.928 $
LAM RESEARCH CORPLRCX1.134.410 $+200.003 $934.407 $+283.006 $651.401 $-292.245 $943.646 $+943.646 $
RNC CAPITAL MANAGEMENT LLC683.477 $-21.659 $705.136 $-16.491 $721.627 $-296.637 $1.018.264 $+1.018.264 $
PALATIN TECHNOLOGIES INCPTNT887.684 $-31.319 $919.003 $+233.419 $685.584 $+451.290 $234.294 $+234.294 $
DEERE & CODE434.842 $+8.733 $426.109 $-48.111 $474.220 $-402.526 $876.746 $+876.746 $
CHEVRON CORPCVX310.612 $-553 $311.165 $+3.529 $307.636 $-378.922 $686.558 $+686.558 $
BOEING COBA413.397 $-675 $414.072 $-31.244 $445.316 $-240.807 $686.123 $+686.123 $
Rocket Lab CorpRKLB683.020 $+52.694 $630.326 $+178.559 $451.767 $+451.767 $
CATERPILLAR INCCAT540.789 $+68.449 $472.340 $+82.581 $389.759 $-232.903 $622.662 $+622.662 $
Palo Alto Networks IncPANW383.136 $-68.721 $451.857 $+47.418 $404.439 $-209.865 $614.304 $+614.304 $
STRYKER CORPSYK286.448 $-15.265 $301.713 $-16.846 $318.559 $-288.209 $606.768 $+606.768 $
JPMORGAN CHASE & COJPM319.964 $+16.573 $303.391 $+19.572 $283.819 $-223.461 $507.280 $+507.280 $
Summit Global Investments500.463 $+25.071 $475.392 $+17.381 $458.011 $+10.730 $447.281 $+447.281 $
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC497.702 $+9.877 $487.825 $+36.449 $451.376 $+47.468 $403.908 $+403.908 $
MGM Resorts InternationalMGM296.380 $+31.516 $264.864 $-52.456 $317.320 $-139.980 $457.300 $+457.300 $
EXXON MOBIL CORPXOM359.168 $+359.168 $
METLIFE INCMET312.970 $+312.970 $
Walmart Inc.WMT275.222 $+275.222 $
Ally Financial Inc.ALLY113.951 $-141.283 $255.234 $+255.234 $
JOHNSON & JOHNSONJNJ232.176 $+232.176 $
PROCTER & GAMBLE CoPG231.090 $+231.090 $
TARGET CORPTGT228.758 $+228.758 $
ORACLE CORPORCL224.205 $+13.091 $211.114 $+211.114 $
132.176.818 $-1.805.808 $134.206.831 $+20.483.200 $113.626.468 $-65.262.048 $180.739.014 $+180.739.014 $
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