Investments: Sovran 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. ($)
952.267.015 $+54.394.284 $910.315.655 $+135.719.043 $776.754.437 $+125.916.665 $652.305.023 $+652.305.023 $
BANK OF AMERICA CORP /DE/BAC654.500.579 $+47.598.262 $606.902.317 $+83.138.028 $523.764.289 $+70.586.934 $453.177.355 $+453.177.355 $
BlackRock, Inc.BLK58.483.229 $+488.450 $57.994.779 $+4.163.127 $53.831.652 $+13.473.477 $40.358.175 $+40.358.175 $
MORGAN STANLEYMS24.601.516 $-2.128.663 $26.730.179 $+1.813.123 $24.917.056 $-5.212.725 $30.129.781 $+30.129.781 $
APPFOLIO INCAPPF26.695.928 $-867.078 $27.563.006 $+9.875.266 $17.687.740 $+1.816.647 $15.871.093 $+15.871.093 $
NVIDIA CORPNVDA20.201.232 $-4.118.130 $24.319.362 $+7.160.089 $17.159.273 $+6.373.008 $10.786.265 $+10.786.265 $
MICROSOFT CORPMSFT21.922.931 $+349.316 $21.573.615 $+1.792.727 $19.780.888 $+6.316.502 $13.464.386 $+13.464.386 $
ALPHA PRO TECH LTDAPT16.992.439 $+2.246.800 $14.745.639 $+6.423.082 $8.322.557 $+3.263.826 $5.058.731 $+5.058.731 $
AMAZON COM INCAMZN13.741.557 $+2.013.103 $11.728.454 $+2.646.730 $9.081.724 $+2.158.855 $6.922.869 $+6.922.869 $
IONIS PHARMACEUTICALS INCIONS11.188.990 $-2.118.893 $13.307.883 $+3.967.009 $9.340.874 $+9.340.874 $
SPS COMMERCE INCSPSC10.181.933 $+168.806 $10.013.127 $-92.285 $10.105.412 $+1.491.195 $8.614.217 $+8.614.217 $
Synchrony FinancialSYF4.256.992 $-2.577.747 $6.834.739 $+1.655.071 $5.179.668 $+4.044.654 $1.135.014 $+1.135.014 $
ISHARES GOLD TRUSTIAU6.211.991 $+807.633 $5.404.358 $+2.445.638 $2.958.720 $-307.748 $3.266.468 $+3.266.468 $
Vertiv Holdings CoVRT5.015.983 $-523.236 $5.539.219 $+2.416.137 $3.123.082 $+1.324.898 $1.798.184 $+1.798.184 $
CITIGROUP INCC878.596 $-3.975.000 $4.853.596 $+589.657 $4.263.939 $+4.263.939 $
JPMORGAN CHASE & COJPM4.297.594 $+1.202.672 $3.094.922 $+966.910 $2.128.012 $+601.929 $1.526.083 $+1.526.083 $
Walmart Inc.WMT4.274.109 $+2.115.489 $2.158.620 $+323.652 $1.834.968 $+94.428 $1.740.540 $+1.740.540 $
RAYMOND JAMES FINANCIAL INCRJF4.119.260 $+857.661 $3.261.599 $+1.018.410 $2.243.189 $+1.632.092 $611.097 $+611.097 $
Strategy IncMSTR2.130.358 $-1.258.251 $3.388.609 $-632.393 $4.021.002 $+1.265.486 $2.755.516 $+2.755.516 $
BERKSHIRE HATHAWAY INCBRK-B2.745.740 $-735.972 $3.481.712 $+141.809 $3.339.903 $+956.655 $2.383.248 $+2.383.248 $
ASML HOLDING NVASML3.345.797 $+1.406.272 $1.939.525 $+577.419 $1.362.106 $+544.592 $817.514 $+817.514 $
PALATIN TECHNOLOGIES INCPTNT2.246.310 $+558.589 $1.687.721 $+550.202 $1.137.519 $+626.137 $511.382 $+511.382 $
NETFLIX INCNFLX1.525.467 $-517.497 $2.042.964 $-111.035 $2.153.999 $-1.262 $2.155.261 $+2.155.261 $
JOHNSON & JOHNSONJNJ2.028.560 $+466.510 $1.562.050 $+576.943 $985.107 $+55.905 $929.202 $+929.202 $
ELI LILLY & CoLLY1.949.005 $+165.775 $1.783.230 $+483.527 $1.299.703 $+453.812 $845.891 $+845.891 $
LAM RESEARCH CORPLRCX1.914.766 $+1.430.664 $484.102 $+163.625 $320.477 $+320.477 $
AMGEN INCAMGN1.868.101 $+281.826 $1.586.275 $+287.090 $1.299.185 $+32.648 $1.266.537 $+1.266.537 $
CATERPILLAR INCCAT1.841.388 $+227.401 $1.613.987 $+643.252 $970.735 $+378.066 $592.669 $+592.669 $
GENERAL ELECTRIC COGE1.682.915 $+43.057 $1.639.858 $+424.314 $1.215.544 $+328.026 $887.518 $+887.518 $
EXXON MOBIL CORPXOM1.650.046 $+256.294 $1.393.752 $+120.196 $1.273.556 $+55.118 $1.218.438 $+1.218.438 $
ADVANCED MICRO DEVICES INCAMD1.612.078 $+724.470 $887.608 $+562.904 $324.704 $-91.271 $415.975 $+415.975 $
INTUITIVE SURGICAL INCISRG1.581.254 $+792.584 $788.670 $+25.667 $763.003 $+408.672 $354.331 $+354.331 $
Mastercard IncMA1.439.552 $-105.761 $1.545.313 $+81.667 $1.463.646 $+198.705 $1.264.941 $+1.264.941 $
SCHWAB CHARLES CORPSCHW1.499.166 $+1.499.166 $
AbbVie Inc.ABBV1.495.732 $-368 $1.496.100 $+531.449 $964.651 $+355.877 $608.774 $+608.774 $
COPART INCCPRT337.549 $-301.775 $639.324 $-351.250 $990.574 $-474.868 $1.465.442 $+1.465.442 $
Palo Alto Networks IncPANW831.456 $-353.095 $1.184.551 $-275.813 $1.460.364 $+299.446 $1.160.918 $+1.160.918 $
CONOCOPHILLIPSCOP1.186.485 $+63.928 $1.122.557 $-316.865 $1.439.422 $+117.923 $1.321.499 $+1.321.499 $
COCA COLA COKO1.337.379 $-18.479 $1.355.858 $-58.185 $1.414.043 $-11.995 $1.426.038 $+1.426.038 $
Accenture plcACN1.207.096 $-167.222 $1.374.318 $-40.413 $1.414.731 $+183.120 $1.231.611 $+1.231.611 $
INCYTE CORPINCY778.476 $-599.820 $1.378.296 $+1.378.296 $
BARCLAYS PLCBCS1.369.212 $+14.135 $1.355.077 $+1.355.077 $
CREDICORP LTDBAP1.357.684 $+1.357.684 $
CHEVRON CORPCVX1.211.038 $+27.771 $1.183.267 $+29.430 $1.153.837 $+187.533 $966.304 $+966.304 $
PROCTER & GAMBLE CoPG1.129.667 $-26.357 $1.156.024 $+241.536 $914.488 $+31.315 $883.173 $+883.173 $
BANNER CORPBANR1.146.517 $+1.146.517 $
GOLDMAN SACHS GROUP INCGS1.109.720 $+399.893 $709.827 $+54.328 $655.499 $-440.145 $1.095.644 $+1.095.644 $
YELP INCYELP1.090.176 $+1.090.176 $
AT&T INC.T883.109 $-39.323 $922.432 $-160.161 $1.082.593 $+40.495 $1.042.098 $+1.042.098 $
RTX CorpRTX1.032.747 $+120.082 $912.665 $+279.836 $632.829 $+395.800 $237.029 $+237.029 $
UNITEDHEALTH GROUP INCUNH691.891 $-7.652 $699.543 $+92.279 $607.264 $-411.242 $1.018.506 $+1.018.506 $
HARBOUR INVESTMENTS, INC.998.348 $-4.180 $1.002.528 $+494.501 $508.027 $+508.027 $
Bank of New York Mellon CorpBK957.854 $+28.055 $929.799 $-40.887 $970.686 $+68.729 $901.957 $+901.957 $
Bloom Energy CorpBE934.387 $+81.755 $852.632 $+852.632 $
MCDONALDS CORPMCD931.764 $+51.155 $880.609 $+374.508 $506.101 $-94.110 $600.211 $+600.211 $
AUTOZONE INCAZO533.611 $+13.462 $520.149 $-395.132 $915.281 $+915.281 $
FRANKLIN RESOURCES INCBEN915.032 $+328.647 $586.385 $-36.160 $622.545 $+181.203 $441.342 $+441.342 $
VERIZON COMMUNICATIONS INCVZ762.389 $+26.330 $736.059 $+56.274 $679.785 $-165.026 $844.811 $+844.811 $
BOEING COBA839.095 $+154.521 $684.574 $-91.500 $776.074 $+211.124 $564.950 $+564.950 $
FASTENAL COFAST288.643 $-306.505 $595.148 $-186.167 $781.315 $-55.614 $836.929 $+836.929 $
NEXTERA ENERGY INCNEE810.574 $+80.713 $729.861 $+416.544 $313.317 $+82.293 $231.024 $+231.024 $
GALECTIN THERAPEUTICS INCGALT711.503 $-86.540 $798.043 $+403.092 $394.951 $+119.186 $275.765 $+275.765 $
MICRON TECHNOLOGY INCMU757.131 $-10.801 $767.932 $+120.824 $647.108 $+59.074 $588.034 $+588.034 $
PFIZER INCPFE501.176 $+251.631 $249.545 $+49.306 $200.239 $-536.742 $736.981 $+736.981 $
HP INCHPQ729.070 $+108.374 $620.696 $-109.932 $730.628 $+730.628 $
LINDE PLCLIN716.011 $+12.666 $703.345 $+192.599 $510.746 $-38.195 $548.941 $+548.941 $
Medtronic plcMDT680.785 $+50.034 $630.751 $+161.720 $469.031 $+12.088 $456.943 $+456.943 $
SAP SESAP658.836 $-21.945 $680.781 $+96.014 $584.767 $+319.130 $265.637 $+265.637 $
Booking Holdings Inc.BKNG249.298 $-375.593 $624.891 $+30.682 $594.209 $+594.209 $
TARGET CORPTGT477.442 $+50.335 $427.107 $-169.524 $596.631 $-8.747 $605.378 $+605.378 $
Monster Beverage CorpMNST219.317 $-345.396 $564.713 $+172.200 $392.513 $+392.513 $
VICTORY CAPITAL MANAGEMENT INC522.184 $-1.901 $524.085 $-30.716 $554.801 $+138.155 $416.646 $+416.646 $
REALTY INCOME CORPO417.831 $-4.136 $421.967 $-54.956 $476.923 $-75.502 $552.425 $+552.425 $
ANALOG DEVICES INCADI549.645 $+126.600 $423.045 $+635 $422.410 $+83.267 $339.143 $+339.143 $
PEPSICO INCPEP524.160 $+27.716 $496.444 $+290.404 $206.040 $-145.189 $351.229 $+351.229 $
ORACLE CORPORCL379.994 $-120.311 $500.305 $+211.069 $289.236 $+289.236 $
STARBUCKS CORPSBUX234.561 $-91.286 $325.847 $-85.807 $411.654 $-82.179 $493.833 $+493.833 $
Walt Disney CoDIS480.891 $-1.341 $482.232 $+14.489 $467.743 $+148.635 $319.108 $+319.108 $
NOVARTIS AGNVS481.270 $+60.510 $420.760 $+59.408 $361.352 $+361.352 $
LOCKHEED MARTIN CORPLMT477.951 $+236.009 $241.942 $+8.406 $233.536 $-35.285 $268.821 $+268.821 $
WILLIAMS SONOMA INCWSM316.594 $-55.009 $371.603 $-79.864 $451.467 $+52.630 $398.837 $+398.837 $
KLA CORPKLAC440.414 $+92.691 $347.723 $+347.723 $
EQUITY RESIDENTIALEQR373.672 $-46.072 $419.744 $+419.744 $
BP PLCBP414.333 $+10.429 $403.904 $+105.531 $298.373 $+73.166 $225.207 $+225.207 $
SOUTHERN COSO387.880 $-12.650 $400.530 $+56.404 $344.126 $-37.712 $381.838 $+381.838 $
DEERE & CODE298.500 $+18.108 $280.392 $-111.097 $391.489 $+39.718 $351.771 $+351.771 $
PLUG POWER INCPLUG379.675 $-1.535 $381.210 $+217.913 $163.297 $+99.283 $64.014 $+64.014 $
CONSOLIDATED EDISON INCED376.161 $+80.216 $295.945 $+295.945 $
INTEL CORPINTC373.320 $+373.320 $
AppLovin CorpAPP296.818 $-41.420 $338.238 $-34.437 $372.675 $+8.913 $363.762 $+363.762 $
Shell plcSHEL367.882 $+1.796 $366.086 $+55.394 $310.692 $+310.692 $
Constellation Energy CorpCEG312.628 $-53.855 $366.483 $+366.483 $
CINTAS CORPCTAS276.291 $-27.749 $304.040 $-53.795 $357.835 $+11.714 $346.121 $+346.121 $
FORD MOTOR COF352.048 $+1.553 $350.495 $+13.739 $336.756 $+63.864 $272.892 $+272.892 $
AMERICAN EXPRESS COAXP334.419 $+6.608 $327.811 $+19.072 $308.739 $+39.083 $269.656 $+269.656 $
STATE STREET CORPSTT330.563 $+50.414 $280.149 $-29.979 $310.128 $+20.436 $289.692 $+289.692 $
SEMPRASRE318.389 $-7.462 $325.851 $+48.860 $276.991 $+10.575 $266.416 $+266.416 $
Phillips 66PSX323.826 $+323.826 $
Duke Energy CORPDUK320.483 $-314 $320.797 $+88.538 $232.259 $+18.224 $214.035 $+214.035 $
TotalEnergies SETTE319.944 $+14.078 $305.866 $+44.216 $261.650 $+261.650 $
FIRST INDUSTRIAL REALTY TRUST INCFR301.710 $+38.289 $263.421 $-53.262 $316.683 $+316.683 $
CHIPOTLE MEXICAN GRILL INCCMG315.803 $+315.803 $
PRICE T ROWE GROUP INCTROW314.302 $+314.302 $
GENUINE PARTS COGPC216.918 $+5.712 $211.206 $-90.191 $301.397 $+20.597 $280.800 $+280.800 $
ATMOS ENERGY CORPATO269.553 $+52.345 $217.208 $+217.208 $
MCKESSON CORPMCK265.923 $+10.820 $255.103 $+49.450 $205.653 $+205.653 $
WELLTOWER INC.WELL264.205 $+24.358 $239.847 $+27.838 $212.009 $+212.009 $
EVERSOURCE ENERGYES258.341 $+47.568 $210.773 $+210.773 $
CAMECO CORPCCJ252.874 $+289 $252.585 $+252.585 $
ADVANCE AUTO PARTS INCAAP249.287 $+249.287 $
Parker-Hannifin CorpPH247.480 $+30.662 $216.818 $+216.818 $
CARNIVAL CORPCCL246.678 $+12.134 $234.544 $+334 $234.210 $+234.210 $
SMITH A O CORPAOS246.134 $+246.134 $
3M COMMM242.939 $+242.939 $
INSULET CORPPODD240.136 $+240.136 $
GENERAL DYNAMICS CORPGD239.374 $+9.095 $230.279 $+230.279 $
COLGATE PALMOLIVE COCL239.188 $+239.188 $
AFLAC INCAFL237.306 $+237.306 $
CARDINAL HEALTH INCCAH233.383 $+30.398 $202.985 $+202.985 $
ENBRIDGE INCENB225.626 $-6.772 $232.398 $+232.398 $
ASTRAZENECA PLCAZN229.246 $+18.906 $210.340 $+210.340 $
COMCAST CORPCMCSA219.747 $-8.825 $228.572 $+228.572 $
UNILEVER PLCUL205.472 $-21.698 $227.170 $+8.174 $218.996 $+218.996 $
Trane Technologies plcTT214.296 $-6.932 $221.228 $+221.228 $
CAMTEK LTDCAMT210.362 $+210.362 $
NUCOR CORPNUE209.923 $+209.923 $
BOSTON SCIENTIFIC CORPBSX208.482 $+208.482 $
FACTSET RESEARCH SYSTEMS INCFDS201.038 $+201.038 $
REDWOOD TRUST INCRWT53.400 $-6.700 $60.100 $+4.700 $55.400 $+55.400 $
952.267.015 $+54.394.284 $910.315.655 $+135.719.043 $776.754.437 $+125.916.665 $652.305.023 $+652.305.023 $
Erweiterte Einstellungen ×