Investments: Synergy Investment Management, 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. ($)
188.997.279 $+16.814.100 $172.399.677 $+55.255.183 $114.631.130 $-53.040.914 $173.047.723 $+173.047.723 $
BANK OF AMERICA CORP /DE/BAC145.229.755 $+14.275.767 $130.953.988 $+46.656.487 $84.297.501 $-52.078.571 $136.376.072 $+136.376.072 $
BlackRock, Inc.BLK19.085.021 $+2.992.699 $16.092.322 $+967.167 $15.125.155 $-1.586.208 $16.711.363 $+16.711.363 $
MORGAN STANLEYMS4.290.114 $-2.595.688 $6.885.802 $+4.322.708 $2.563.094 $-197.137 $2.760.231 $+2.760.231 $
ISHARES GOLD TRUSTIAU5.087.327 $+726.149 $4.361.178 $+2.046.116 $2.315.062 $+2.315.062 $
AMAZON COM INCAMZN2.916.643 $+198.366 $2.718.277 $-42.746 $2.761.023 $+351.380 $2.409.643 $+2.409.643 $
NVIDIA CORPNVDA2.420.138 $-425.861 $2.845.999 $+400.237 $2.445.762 $+824.676 $1.621.086 $+1.621.086 $
ALPHA PRO TECH LTDAPT1.958.804 $+500.490 $1.458.314 $+415.968 $1.042.346 $+138.943 $903.403 $+903.403 $
APPFOLIO INCAPPF1.596.146 $+229.216 $1.366.930 $+339.091 $1.027.839 $-73.359 $1.101.198 $+1.101.198 $
ELI LILLY & CoLLY1.312.701 $+369.158 $943.543 $-20.403 $963.946 $-59.789 $1.023.735 $+1.023.735 $
MICROSOFT CORPMSFT942.245 $+19.870 $922.375 $+36.793 $885.582 $+202.771 $682.811 $+682.811 $
UNITEDHEALTH GROUP INCUNH685.172 $+34.076 $651.096 $+104.028 $547.068 $-380.530 $927.598 $+927.598 $
Walt Disney CoDIS385.016 $-183 $385.199 $-68.941 $454.140 $-78.162 $532.302 $+532.302 $
JOHNSON & JOHNSONJNJ475.941 $+55.634 $420.307 $+13.767 $406.540 $-32.179 $438.719 $+438.719 $
BERKSHIRE HATHAWAY INCBRK-B468.975 $+5.450 $463.525 $+37.018 $426.507 $-7.014 $433.521 $+433.521 $
DARDEN RESTAURANTS INCDRI391.043 $-13.472 $404.515 $-58.671 $463.186 $+21.696 $441.490 $+441.490 $
FIRST TRUST ADVISORS LP392.296 $+392.296 $
FEDEX CORPFDX365.408 $+67.108 $298.300 $+10.753 $287.547 $-20.835 $308.382 $+308.382 $
CITIGROUP INCC270.745 $+9.570 $261.175 $+17.004 $244.171 $-90.712 $334.883 $+334.883 $
JPMORGAN CHASE & COJPM313.149 $+78.885 $234.264 $+18.996 $215.268 $+33.171 $182.097 $+182.097 $
MCDONALDS CORPMCD293.710 $+14.738 $278.972 $+7.838 $271.134 $-18.746 $289.880 $+289.880 $
SPS COMMERCE INCSPSC282.173 $+45.075 $237.098 $+33.777 $203.321 $+9.691 $193.630 $+193.630 $
iShares Bitcoin Trust ETFIBIT227.053 $+227.053 $
GARMIN LTDGRMN216.498 $+18.196 $198.302 $+198.302 $
PROCTER & GAMBLE CoPG173.637 $+173.637 $
COCA COLA COKO127.657 $+127.657 $
BOSTON SCIENTIFIC CORPBSX125.797 $+125.797 $
AFLAC INCAFL117.669 $+117.669 $
Walmart Inc.WMT109.343 $+109.343 $
CATERPILLAR INCCAT98.940 $+98.940 $
HDFC BANK LTDHDB77.602 $+77.602 $
COLGATE PALMOLIVE COCL76.834 $+76.834 $
ARES CAPITAL CORPARCC73.982 $+73.982 $
SYSCO CORPSYY73.389 $+73.389 $
SCHWAB CHARLES CORPSCHW67.166 $+67.166 $
NETFLIX INCNFLX65.278 $+65.278 $
NEXTERA ENERGY INCNEE62.028 $+62.028 $
GENERAL ELECTRIC COGE55.642 $+55.642 $
AbbVie Inc.ABBV55.104 $+55.104 $
VERIZON COMMUNICATIONS INCVZ53.832 $+53.832 $
CHIPOTLE MEXICAN GRILL INCCMG52.723 $+52.723 $
EXXON MOBIL CORPXOM52.519 $+52.519 $
CARNIVAL CORPCCL50.388 $+50.388 $
AMGEN INCAMGN42.342 $+42.342 $
TC ENERGY CORPTRP37.168 $+37.168 $
AVNET INCAVT34.942 $+34.942 $
INTEL CORPINTC30.249 $+30.249 $
SHERWIN WILLIAMS COSHW28.634 $+28.634 $
EPR PROPERTIESEPR28.619 $+28.619 $
AMEREN CORPAEE27.610 $+27.610 $
Penumbra IncPEN26.741 $+26.741 $
ORACLE CORPORCL24.327 $+24.327 $
Shell plcSHEL21.984 $+21.984 $
Edwards Lifesciences CorpEW21.888 $+21.888 $
FASTENAL COFAST21.360 $+21.360 $
PFIZER INCPFE21.285 $+21.285 $
DTE ENERGY CODTE20.741 $+20.741 $
CHEVRON CORPCVX19.949 $+19.949 $
KROGER COKR19.655 $+19.655 $
PEPSICO INCPEP19.130 $+19.130 $
EQUINIX INCEQIX17.938 $+17.938 $
NUCOR CORPNUE17.879 $+17.879 $
EMERSON ELECTRIC COEMR16.446 $+16.446 $
GENERAL DYNAMICS CORPGD16.082 $+16.082 $
STARBUCKS CORPSBUX15.125 $+15.125 $
Public StoragePSA14.965 $+14.965 $
Owens CorningOC14.862 $+14.862 $
LAM RESEARCH CORPLRCX14.643 $+14.643 $
Trane Technologies plcTT13.814 $+13.814 $
MOSAIC COMOS13.370 $+13.370 $
Mastercard IncMA12.607 $+12.607 $
Monster Beverage CorpMNST12.465 $+12.465 $
JABIL INCJBL11.741 $+11.741 $
LOCKHEED MARTIN CORPLMT11.168 $+11.168 $
CNO Financial Group, Inc.CNO10.954 $+10.954 $
TELEDYNE TECHNOLOGIES INCTDY10.452 $+10.452 $
BOEING COBA10.063 $+10.063 $
RTX CorpRTX9.935 $+9.935 $
CDW CorpCDW7.967 $+7.967 $
ROPER TECHNOLOGIES INCROP7.680 $+7.680 $
ASML HOLDING NVASML7.289 $+7.289 $
AT&T INC.T6.959 $+6.959 $
SOUTHERN COSO6.252 $+6.252 $
REALTY INCOME CORPO6.104 $+6.104 $
Parker-Hannifin CorpPH6.079 $+6.079 $
GOLD FIELDS LTDGFI5.832 $+5.832 $
ON SEMICONDUCTOR CORPON5.697 $+5.697 $
Avery Dennison CorpAVY5.266 $+5.266 $
COMCAST CORPCMCSA5.239 $+5.239 $
Constellation Energy CorpCEG5.090 $+5.090 $
BioNTech SEBNTX4.553 $+4.553 $
COPART INCCPRT4.527 $+4.527 $
CONOCOPHILLIPSCOP4.516 $+4.516 $
RELX PLCRELX4.436 $+4.436 $
GOLDMAN SACHS GROUP INCGS4.370 $+4.370 $
EVERSOURCE ENERGYES4.224 $+4.224 $
Duke Energy CORPDUK4.146 $+4.146 $
CENTENE CORPCNC4.128 $+4.128 $
CINTAS CORPCTAS4.111 $+4.111 $
KLA CORPKLAC4.079 $+4.079 $
Hewlett Packard Enterprise CoHPE3.858 $+3.858 $
ALLIANT ENERGY CORPLNT3.604 $+3.604 $
Kraft Heinz CoKHC3.561 $+3.561 $
TYLER TECHNOLOGIES INCTYL3.488 $+3.488 $
MICRON TECHNOLOGY INCMU3.476 $+3.476 $
TETRA TECH INCTTEK3.240 $+3.240 $
SEMPRASRE3.140 $+3.140 $
Encompass Health CorpEHC3.038 $+3.038 $
Allegion plcALLE3.001 $+3.001 $
NORTHERN TRUST CORPNTRS2.960 $+2.960 $
PAYCHEX INCPAYX2.931 $+2.931 $
KFORCE INCKFRC2.921 $+2.921 $
Grayscale Bitcoin Mini Trust ETFBTC2.919 $+2.919 $
NASDAQ, INC.NDAQ2.883 $+2.883 $
TREX CO INCTREX2.731 $+2.731 $
PPL CorpPPL2.600 $+2.600 $
CVS HEALTH CorpCVS2.440 $+2.440 $
UNITED PARCEL SERVICE INCUPS2.420 $+2.420 $
Archer-Daniels-Midland CoADM2.400 $+2.400 $
CSX CORPCSX2.384 $+2.384 $
Infosys LtdINFY2.354 $+2.354 $
TWILIO INCTWLO2.350 $+2.350 $
Zoetis Inc.ZTS2.305 $+2.305 $
FACTSET RESEARCH SYSTEMS INCFDS2.273 $+2.273 $
RHRH2.110 $+2.110 $
POOL CORPPOOL1.910 $+1.910 $
NICOLET BANKSHARES INCNIC1.904 $+1.904 $
HERSHEY COHSY1.710 $+1.710 $
GENUINE PARTS COGPC1.668 $+1.668 $
STEPAN COSCL1.652 $+1.652 $
AES CORPAES1.466 $+1.466 $
Knife River CorpKNF1.353 $+1.353 $
Fortive CorpFTV1.317 $+1.317 $
BP PLCBP1.216 $+1.216 $
ALBEMARLE CORPALB1.152 $+1.152 $
DXC Technology CoDXC1.040 $+1.040 $
ETSY INCETSY991 $+991 $
CRISPR Therapeutics AGCRSP885 $+885 $
SCOTTS MIRACLE-GRO COSMG658 $+658 $
NOKIA CORPNOK211 $+211 $
Caesars Entertainment, Inc.CZR125 $+125 $
Fox CorpFOXA113 $+113 $
NEWS CORPNWSA54 $+54 $
188.997.279 $+16.814.100 $172.399.677 $+55.255.183 $114.631.130 $-53.040.914 $173.047.723 $+173.047.723 $
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