Investments: Carnegie Lake Advisors 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. ($)
257.054.255 $+2.056.463 $255.226.524 $+254.977.762 $248.963 $+6.813 $243.171 $+243.171 $
BANK OF AMERICA CORP /DE/BAC98.461.143 $-2.460.750 $100.921.893 $+100.823.173 $98.720 $+9.312 $89.408 $+89.408 $
MICROSOFT CORPMSFT13.797.195 $-1.031.197 $14.828.392 $+14.814.132 $14.260 $+2.017 $12.243 $+12.243 $
APPFOLIO INCAPPF13.423.360 $+748.894 $12.674.466 $+12.664.219 $10.247 $-902 $11.149 $+11.149 $
BERKSHIRE HATHAWAY INCBRK-B12.237.031 $-525.033 $12.762.064 $+12.748.982 $13.082 $-1.990 $15.072 $+15.072 $
ALPHA PRO TECH LTDAPT12.661.884 $+2.795.956 $9.865.928 $+9.858.638 $7.290 $+814 $6.476 $+6.476 $
STRYKER CORPSYK9.549.088 $-544.381 $10.093.469 $+10.082.667 $10.802 $+638 $10.164 $+10.164 $
UNITEDHEALTH GROUP INCUNH8.076.471 $-371.639 $8.448.110 $+8.440.477 $7.633 $-5.275 $12.908 $+12.908 $
AMGEN INCAMGN7.641.051 $+1.053.092 $6.587.959 $+6.581.441 $6.518 $-755 $7.273 $+7.273 $
Parker-Hannifin CorpPH7.362.168 $+1.004.318 $6.357.850 $+6.351.752 $6.098 $+836 $5.262 $+5.262 $
JPMORGAN CHASE & COJPM6.660.289 $+128.047 $6.532.242 $+6.526.103 $6.139 $+876 $5.263 $+5.263 $
INTUITIVE SURGICAL INCISRG5.139.717 $+1.081.105 $4.058.612 $+4.053.681 $4.931 $+436 $4.495 $+4.495 $
Ingredion IncINGR3.227.867 $-346.912 $3.574.779 $+3.570.646 $4.133 $-21 $4.154 $+4.154 $
Walt Disney CoDIS3.430.512 $-57.735 $3.488.247 $+3.484.444 $3.803 $+693 $3.110 $+3.110 $
AMAZON COM INCAMZN3.370.895 $+173.077 $3.197.818 $+3.194.458 $3.360 $+408 $2.952 $+2.952 $
Walmart Inc.WMT3.351.324 $+251.176 $3.100.148 $+3.097.207 $2.941 $+300 $2.641 $+2.641 $
JOHNSON & JOHNSONJNJ3.004.711 $+312.598 $2.692.113 $+2.689.758 $2.355 $-326 $2.681 $+2.681 $
CHEVRON CORPCVX2.814.099 $-53.178 $2.867.277 $+2.864.626 $2.651 $-461 $3.112 $+3.112 $
NICOLET BANKSHARES INCNIC2.454.431 $-281.427 $2.735.858 $+2.733.035 $2.823 $+316 $2.507 $+2.507 $
COCA COLA COKO2.172.805 $+78.419 $2.094.386 $+2.092.039 $2.347 $-29 $2.376 $+2.376 $
MCDONALDS CORPMCD1.909.886 $+10.874 $1.899.012 $+1.897.040 $1.972 $-136 $2.108 $+2.108 $
AMERICOLD REALTY TRUSTCOLD1.847.018 $+757.658 $1.089.360 $+1.088.454 $906 $+906 $
AUTOZONE INCAZO1.563.482 $-272.741 $1.836.223 $+1.834.634 $1.589 $+33 $1.556 $+1.556 $
PROCTER & GAMBLE CoPG1.626.426 $-117.348 $1.743.774 $+1.741.886 $1.888 $-228 $2.116 $+2.116 $
PEPSICO INCPEP1.675.452 $+35.955 $1.639.497 $+1.637.857 $1.640 $-223 $1.863 $+1.863 $
PFIZER INCPFE1.326.811 $-257.993 $1.584.804 $+1.583.312 $1.492 $-129 $1.621 $+1.621 $
GENERAL ELECTRIC COGE1.552.163 $+36.331 $1.515.832 $+1.514.535 $1.297 $+248 $1.049 $+1.049 $
Bank of New York Mellon CorpBK1.496.170 $+91.894 $1.404.276 $+1.402.112 $2.164 $-186 $2.350 $+2.350 $
Orion S.A.OEC725.768 $-767.917 $1.493.685 $+1.491.600 $2.085 $-331 $2.416 $+2.416 $
ENBRIDGE INCENB1.334.083 $-101.103 $1.435.186 $+1.433.826 $1.360 $+30 $1.330 $+1.330 $
GRAPHIC PACKAGING HOLDING COGPK1.100.133 $-304.018 $1.404.151 $+1.402.574 $1.577 $-319 $1.896 $+1.896 $
BOEING COBA1.347.447 $-18.973 $1.366.420 $+1.365.066 $1.354 $+132 $1.222 $+1.222 $
ARES CAPITAL CORPARCC1.337.460 $-12.991 $1.350.451 $+1.349.012 $1.439 $-1 $1.440 $+1.440 $
Zoetis Inc.ZTS934.088 $-298.512 $1.232.600 $+1.231.286 $1.314 $-73 $1.387 $+1.387 $
BOISE CASCADE CoBCC1.214.400 $+1.214.400 $
CITIGROUP INCC978.799 $-148.158 $1.126.957 $+1.126.040 $917 $+124 $793 $+793 $
AramarkARMK1.052.353 $-43.967 $1.096.320 $+1.095.062 $1.258 $+221 $1.037 $+1.037 $
NVIDIA CORPNVDA1.091.587 $+15.393 $1.076.194 $+1.075.139 $1.055 $+328 $727 $+727 $
Medtronic plcMDT1.081.253 $+9.232 $1.072.021 $+1.071.014 $1.007 $-445 $1.452 $+1.452 $
UNITED PARCEL SERVICE INCUPS1.044.969 $+116.530 $928.439 $+927.315 $1.124 $+16 $1.108 $+1.108 $
PRICE T ROWE GROUP INCTROW1.023.800 $-6.192 $1.029.992 $+1.029.024 $968 $+46 $922 $+922 $
INTEL CORPINTC964.862 $+87.594 $877.268 $+876.682 $586 $-62 $648 $+648 $
Liberty Broadband CorpLBRDA627.961 $-235.231 $863.192 $+862.082 $1.110 $+150 $960 $+960 $
MGIC INVESTMENT CORPMTG791.248 $+23.015 $768.233 $+767.410 $823 $+109 $714 $+714 $
AT&T INC.T555.174 $-194.598 $749.772 $+749.007 $765 $-177 $942 $+942 $
TORONTO DOMINION BANKTD687.566 $+104.010 $583.556 $+583.020 $536 $-8 $544 $+544 $
LOCKHEED MARTIN CORPLMT652.955 $-20.979 $673.934 $+673.309 $625 $+22 $603 $+603 $
EXXON MOBIL CORPXOM672.459 $+42.412 $630.047 $+629.445 $602 $-63 $665 $+665 $
SYSCO CORPSYY548.992 $-80.909 $629.901 $+629.306 $595 $+21 $574 $+574 $
FRANCO NEVADA CorpFNV518.200 $-39.075 $557.275 $+556.865 $410 $+16 $394 $+394 $
VERIZON COMMUNICATIONS INCVZ478.293 $-59.787 $538.080 $+537.550 $530 $-423 $953 $+953 $
STATE STREET CORPSTT522.312 $+36.809 $485.503 $+484.867 $636 $+100 $536 $+536 $
Chemours CoCC367.801 $-126.344 $494.145 $+493.731 $414 $-76 $490 $+490 $
ELI LILLY & CoLLY398.707 $+115.634 $283.073 $+282.784 $289 $-17 $306 $+306 $
BHP Group LtdBHP350.146 $+26.796 $323.350 $+323.086 $264 $-153 $417 $+417 $
COMCAST CORPCMCSA313.728 $-16.055 $329.783 $+329.369 $414 $-14 $428 $+428 $
Viatris IncVTRS318.958 $+65.062 $253.896 $+253.658 $238 $-20 $258 $+258 $
AGNICO EAGLE MINES LTDAEM307.528 $+1.760 $305.768 $+305.552 $216 $+216 $
Synchrony FinancialSYF307.273 $+45.596 $261.677 $+261.431 $246 $+246 $
VALLEY NATIONAL BANCORPVLY302.069 $+27.932 $274.137 $+273.906 $231 $+1 $230 $+230 $
PAN AMERICAN SILVER CORPPAAS298.375 $+75.330 $223.045 $+223.045 $
BECTON DICKINSON & COBDX276.550 $+9.832 $266.718 $+266.473 $245 $-70 $315 $+315 $
FISERV INCFISV272.044 $+272.044 $
HP INCHPQ228.732 $+228.527 $205 $-28 $233 $+233 $
Hewlett Packard Enterprise CoHPE201.768 $-4.536 $206.304 $+206.304 $
FS Credit Opportunities Corp.FSCO136.477 $-13.214 $149.691 $+149.534 $157 $+4 $153 $+153 $
Vestis CorpVSTS83.220 $+20.581 $62.639 $+62.553 $86 $-62 $148 $+148 $
DIAGEO PLCDEO409 $+409 $
CVS HEALTH CorpCVS246 $+246 $
GOLDMAN SACHS GROUP INCGS233 $+233 $
NETFLIX INCNFLX201 $+201 $
FORD MOTOR COF133 $+133 $
257.054.255 $+2.056.463 $255.226.524 $+254.977.762 $248.963 $+6.813 $243.171 $+243.171 $
Erweiterte Einstellungen ×