Investments: Westmount Partners, 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. ($)
347.301.048 $+13.345.362 $334.929.016 $+21.096.551 $315.033.790 $+33.365.021 $281.902.769 $+281.902.769 $
BANK OF AMERICA CORP /DE/BAC158.211.977 $-2.901.410 $161.113.387 $+6.735.269 $154.378.118 $+21.385.287 $132.992.831 $+132.992.831 $
APPFOLIO INCAPPF46.228.364 $+5.445.097 $40.783.267 $+7.167.544 $33.615.723 $-2.811.005 $36.426.728 $+36.426.728 $
MICROSOFT CORPMSFT17.300.476 $-1.065.602 $18.366.078 $+688.558 $17.677.520 $+4.463.853 $13.213.667 $+13.213.667 $
NVIDIA CORPNVDA16.744.651 $+3.981.172 $12.763.479 $+999.521 $11.763.958 $+2.725.265 $9.038.693 $+9.038.693 $
ALPHA PRO TECH LTDAPT13.155.877 $+3.823.330 $9.332.547 $+2.372.839 $6.959.708 $+858.837 $6.100.871 $+6.100.871 $
BERKSHIRE HATHAWAY INCBRK-B10.079.280 $+165.397 $9.913.883 $+145.730 $9.768.153 $-916.675 $10.684.828 $+10.684.828 $
AMAZON COM INCAMZN9.652.336 $+1.376.210 $8.276.126 $-390.494 $8.666.620 $+1.325.590 $7.341.030 $+7.341.030 $
Walmart Inc.WMT6.123.987 $+504.459 $5.619.528 $+232.166 $5.387.362 $+552.174 $4.835.188 $+4.835.188 $
INTEL CORPINTC5.642.364 $+414.804 $5.227.560 $+413.167 $4.814.393 $+765.900 $4.048.493 $+4.048.493 $
ORACLE CORPORCL3.685.637 $-1.818.667 $5.504.304 $+1.413.535 $4.090.769 $+1.454.206 $2.636.563 $+2.636.563 $
MASIMO CORPMASI3.151.614 $-535.326 $3.686.940 $-664.239 $4.351.179 $+21.078 $4.330.101 $+4.330.101 $
NETFLIX INCNFLX2.825.466 $-652.234 $3.477.700 $-503.655 $3.981.355 $+1.012.126 $2.969.229 $+2.969.229 $
BlackRock, Inc.BLK2.884.451 $+261.991 $2.622.460 $+136.845 $2.485.615 $-690.302 $3.175.917 $+3.175.917 $
KORN FERRYKFY2.741.018 $-144.483 $2.885.501 $-169.133 $3.054.634 $+229.108 $2.825.526 $+2.825.526 $
Bank of Marin BancorpBMRC2.979.680 $+2.979.680 $
PROCTER & GAMBLE CoPG2.135.565 $-149.139 $2.284.704 $-400.211 $2.684.915 $-182.621 $2.867.536 $+2.867.536 $
JPMORGAN CHASE & COJPM2.811.374 $+31.171 $2.780.203 $+204.951 $2.575.252 $+394.261 $2.180.991 $+2.180.991 $
Walt Disney CoDIS2.005.370 $-94.110 $2.099.480 $-251.641 $2.351.121 $+321.447 $2.029.674 $+2.029.674 $
ELI LILLY & CoLLY2.212.031 $+519.612 $1.692.419 $-143.324 $1.835.743 $+65.096 $1.770.647 $+1.770.647 $
JOHNSON & JOHNSONJNJ2.078.353 $+233.898 $1.844.455 $-111.289 $1.955.744 $-223.858 $2.179.602 $+2.179.602 $
INTUITIVE SURGICAL INCISRG2.028.135 $+344.309 $1.683.826 $-405.042 $2.088.868 $+186.536 $1.902.332 $+1.902.332 $
EXXON MOBIL CORPXOM1.670.686 $+114.754 $1.555.932 $+51.399 $1.504.533 $-207.423 $1.711.956 $+1.711.956 $
FAIR ISAAC CORPFICO754.017 $-433.460 $1.187.477 $-156.074 $1.343.551 $+338.484 $1.005.067 $+1.005.067 $
WILLIAMS SONOMA INCWSM1.130.227 $-101.272 $1.231.499 $+204.692 $1.026.807 $+37.161 $989.646 $+989.646 $
AbbVie Inc.ABBV1.143.839 $-84.712 $1.228.551 $+299.848 $928.703 $-143.794 $1.072.497 $+1.072.497 $
AMGEN INCAMGN1.205.811 $+110.247 $1.095.564 $+1.147 $1.094.417 $-117.486 $1.211.903 $+1.211.903 $
Phillips 66PSX1.023.746 $-45.042 $1.068.788 $+121.729 $947.059 $-32.811 $979.870 $+979.870 $
CATERPILLAR INCCAT1.054.267 $+170.768 $883.499 $+170.121 $713.378 $+108.666 $604.712 $+604.712 $
IONIS PHARMACEUTICALS INCIONS1.025.345 $+172.511 $852.834 $+340.745 $512.089 $+121.056 $391.033 $+391.033 $
AMERICAN EXPRESS COAXP808.357 $+124.562 $683.795 $-297.687 $981.482 $+87.742 $893.740 $+893.740 $
COCA COLA COKO872.925 $+40.354 $832.571 $-50.437 $883.008 $-40.428 $923.436 $+923.436 $
SEMPRASRE871.407 $-9.574 $880.981 $+132.841 $748.140 $+45.827 $702.313 $+702.313 $
GENERAL ELECTRIC COGE798.534 $+25.298 $773.236 $-87.572 $860.808 $+181.774 $679.034 $+679.034 $
Mastercard IncMA778.353 $-4.041 $782.394 $+7.720 $774.674 $+165.838 $608.836 $+608.836 $
MORGAN STANLEYMS766.352 $+66.693 $699.659 $+247.550 $452.109 $+251.965 $200.144 $+200.144 $
Strategy IncMSTR497.463 $+263.414 $234.049 $-522.371 $756.420 $+756.420 $
PEPSICO INCPEP575.841 $+3.677 $572.164 $-74.897 $647.061 $-99.356 $746.417 $+746.417 $
CONOCOPHILLIPSCOP662.502 $-5.432 $667.934 $+33.831 $634.103 $-107.968 $742.071 $+742.071 $
CELESTICA INCCLS739.025 $+185.307 $553.718 $+241.498 $312.220 $+312.220 $
BOEING COBA593.370 $-25.526 $618.896 $-95.164 $714.060 $+161.664 $552.396 $+552.396 $
CHEVRON CORPCVX565.743 $-974 $566.717 $+21.216 $545.501 $-160.028 $705.529 $+705.529 $
MCDONALDS CORPMCD664.284 $+14.919 $649.365 $+14.425 $634.940 $-69.561 $704.501 $+704.501 $
LOCKHEED MARTIN CORPLMT606.992 $-19.176 $626.168 $+37.649 $588.519 $+23.167 $565.352 $+565.352 $
AT&T INC.T485.348 $-49.452 $534.800 $-29.687 $564.487 $-46.474 $610.961 $+610.961 $
COMCAST CORPCMCSA396.659 $-13.187 $409.846 $-81.083 $490.929 $-74.681 $565.610 $+565.610 $
NEXTERA ENERGY INCNEE534.684 $+20.585 $514.099 $+56.907 $457.192 $-5.427 $462.619 $+462.619 $
LAM RESEARCH CORPLRCX529.943 $+87.915 $442.028 $+140.719 $301.309 $+76.297 $225.012 $+225.012 $
SPS COMMERCE INCSPSC528.678 $+39.493 $489.185 $+71.263 $417.922 $+8.475 $409.447 $+409.447 $
GARMIN LTDGRMN438.765 $+42.215 $396.550 $+72.199 $324.351 $-188.727 $513.078 $+513.078 $
Duke Energy CORPDUK480.589 $-13.121 $493.710 $+14.956 $478.754 $-6.572 $485.326 $+485.326 $
PALATIN TECHNOLOGIES INCPTNT433.355 $-52.324 $485.679 $+130.974 $354.705 $+354.705 $
DEERE & CODE425.065 $-3.196 $428.261 $-52.454 $480.715 $+38.342 $442.373 $+442.373 $
NUCOR CORPNUE477.749 $+81.192 $396.557 $+17.134 $379.423 $+379.423 $
SCHWAB CHARLES CORPSCHW464.795 $+36.540 $428.255 $+5.652 $422.603 $+58.531 $364.072 $+364.072 $
GOLAR LNG LTDGLNG337.487 $-26.311 $363.798 $-9.633 $373.431 $-84.893 $458.324 $+458.324 $
Nu Holdings Ltd.NU374.156 $-72.658 $446.814 $+446.814 $
ADVANCED MICRO DEVICES INCAMD437.451 $+176.571 $260.880 $+25.538 $235.342 $+235.342 $
MERCADOLIBRE INCMELI431.052 $+204.653 $226.399 $+226.399 $
Eaton Corp plcETN356.094 $-61.859 $417.953 $+18.838 $399.115 $+135.440 $263.675 $+263.675 $
CSX CORPCSX412.507 $+15.612 $396.895 $+25.242 $371.653 $+35.925 $335.728 $+335.728 $
GOLDMAN SACHS GROUP INCGS406.112 $+45.390 $360.722 $+36.328 $324.394 $+35.635 $288.759 $+288.759 $
STARBUCKS CORPSBUX314.111 $-22.861 $336.972 $-45.713 $382.685 $-21.003 $403.688 $+403.688 $
Booking Holdings Inc.BKNG374.922 $+344 $374.578 $-24.911 $399.489 $+399.489 $
PAYCHEX INCPAYX290.434 $-30.628 $321.062 $-57.716 $378.778 $-20.653 $399.431 $+399.431 $
PFIZER INCPFE259.002 $+18.847 $240.155 $-98.987 $339.142 $-38.383 $377.525 $+377.525 $
NICOLET BANKSHARES INCNIC291.590 $-84.146 $375.736 $+8.817 $366.919 $+48.337 $318.582 $+318.582 $
RTX CorpRTX360.297 $+155.438 $204.859 $+204.859 $
UNITEDHEALTH GROUP INCUNH205.047 $-154.615 $359.662 $+29.814 $329.848 $-4.647 $334.495 $+334.495 $
iShares Bitcoin Trust ETFIBIT235.142 $-122.117 $357.259 $+357.259 $
Accenture plcACN304.521 $+24.498 $280.023 $-47.262 $327.285 $-14.399 $341.684 $+341.684 $
ASML HOLDING NVASML335.936 $+20.909 $315.027 $+315.027 $
GENUINE PARTS COGPC324.747 $+7.835 $316.912 $+316.912 $
STRYKER CORPSYK237.242 $-17.663 $254.905 $-13.332 $268.237 $-49.228 $317.465 $+317.465 $
Shell plcSHEL309.365 $+4.420 $304.945 $+971 $303.974 $-12.390 $316.364 $+316.364 $
NEW YORK TIMES CONYT306.420 $+60.648 $245.772 $-1.324 $247.096 $+28.162 $218.934 $+218.934 $
CONSOLIDATED EDISON INCED273.832 $+3.170 $270.662 $-6.010 $276.672 $-28.233 $304.905 $+304.905 $
VERIZON COMMUNICATIONS INCVZ292.423 $+12.619 $279.804 $-1.450 $281.254 $-8.249 $289.503 $+289.503 $
PARSONS CORPPSN208.637 $-79.133 $287.770 $+45.474 $242.296 $+242.296 $
DARDEN RESTAURANTS INCDRI203.802 $-81.452 $285.254 $+285.254 $
RALPH LAUREN CORPRL283.949 $+29.061 $254.888 $+34.641 $220.247 $+220.247 $
BOSTON SCIENTIFIC CORPBSX211.963 $-40.985 $252.948 $-30.507 $283.455 $+20.562 $262.893 $+262.893 $
CVS HEALTH CorpCVS277.232 $+8.698 $268.534 $+27.563 $240.971 $+4.297 $236.674 $+236.674 $
BARRICK MINING CORPB276.020 $+62.366 $213.654 $+213.654 $
MANULIFE FINANCIAL CORPMFC270.722 $-4.390 $275.112 $+6.973 $268.139 $+268.139 $
3M COMMM270.139 $+10.949 $259.190 $+6.703 $252.487 $+6.613 $245.874 $+245.874 $
KEMPER CorpKMPR204.776 $-55.643 $260.419 $-9.321 $269.740 $+269.740 $
AUTOZONE INCAZO256.144 $+256.144 $
CITIGROUP INCC234.000 $+234.000 $
ALLSTATE CORPALL219.502 $-2.668 $222.170 $+10.357 $211.813 $-5.817 $217.630 $+217.630 $
BANK OF HAWAII216.164 $-4.609 $220.773 $+220.773 $
LINDE PLCLIN213.282 $+12.814 $200.468 $+200.468 $
Roblox CorpRBLX200.837 $+200.837 $
FATE THERAPEUTICS INCFATE9.922 $-2.701 $12.623 $+12.623 $
347.301.048 $+13.345.362 $334.929.016 $+21.096.551 $315.033.790 $+33.365.021 $281.902.769 $+281.902.769 $
Erweiterte Einstellungen ×