Investments: MB, LEVIS & ASSOCIATES, 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. ($)
174.720.810 $+3.254.130 $171.473.469 $-7.954.071 $180.332.497 $+6.092.423 $174.243.252 $+174.243.252 $
BANK OF AMERICA CORP /DE/BAC137.396.520 $+2.179.703 $135.216.817 $-6.612.338 $141.829.155 $+3.640.677 $138.188.478 $+138.188.478 $
MICROSOFT CORPMSFT3.643.599 $-322.153 $3.965.752 $-1.610.779 $5.576.531 $+1.365.637 $4.210.894 $+4.210.894 $
APPFOLIO INCAPPF4.576.612 $+225.420 $4.351.192 $+266.548 $4.084.644 $-356.064 $4.440.708 $+4.440.708 $
JPMORGAN CHASE & COJPM3.908.302 $+5.370 $3.902.932 $-225.290 $4.128.222 $+594.762 $3.533.460 $+3.533.460 $
CATERPILLAR INCCAT3.777.692 $+514.059 $3.263.633 $+266.408 $2.997.225 $+449.990 $2.547.235 $+2.547.235 $
ALPHA PRO TECH LTDAPT2.818.075 $+550.740 $2.267.335 $+1.575.103 $692.232 $+83.489 $608.743 $+608.743 $
JOHNSON & JOHNSONJNJ2.214.167 $+206.523 $2.007.644 $+224.164 $1.783.480 $-130.475 $1.913.955 $+1.913.955 $
EMERSON ELECTRIC COEMR1.796.302 $-25.675 $1.821.977 $-159.311 $1.981.288 $+345.942 $1.635.346 $+1.635.346 $
PROCTER & GAMBLE CoPG1.465.181 $-160.094 $1.625.275 $-212.802 $1.838.077 $-135.931 $1.974.008 $+1.974.008 $
Walmart Inc.WMT1.693.906 $+91.989 $1.601.917 $-206.074 $1.807.991 $+215.201 $1.592.790 $+1.592.790 $
RTX CorpRTX1.790.471 $+77.758 $1.712.713 $-12.222 $1.724.935 $+153.780 $1.571.155 $+1.571.155 $
AMGEN INCAMGN987.759 $+111.372 $876.387 $-184.583 $1.060.970 $-90.379 $1.151.349 $+1.151.349 $
PEPSICO INCPEP905.925 $-7.796 $913.721 $+670 $913.051 $-124.264 $1.037.315 $+1.037.315 $
BECTON DICKINSON & COBDX786.091 $-239.606 $1.025.697 $+1.025.697 $
FEDEX CORPFDX803.888 $+57.235 $746.653 $-93.878 $840.531 $-87.334 $927.865 $+927.865 $
EXXON MOBIL CORPXOM788.160 $+51.198 $736.962 $-64.474 $801.436 $-81.099 $882.535 $+882.535 $
NVIDIA CORPNVDA565.961 $-183 $566.144 $-277.748 $843.892 $+265.018 $578.874 $+578.874 $
NEXTERA ENERGY INCNEE726.175 $+20.308 $705.867 $-32.512 $738.379 $-10.258 $748.637 $+748.637 $
NOVARTIS AGNVS745.877 $+52.099 $693.778 $+39.114 $654.664 $+51.557 $603.107 $+603.107 $
Strategy IncMSTR243.120 $-272.416 $515.536 $-131.232 $646.768 $+185.536 $461.232 $+461.232 $
AMAZON COM INCAMZN324.764 $+11.218 $313.546 $-148.928 $462.474 $+61.406 $401.068 $+401.068 $
CHEVRON CORPCVX273.679 $-3.531 $277.210 $-1.497 $278.707 $-45.109 $323.816 $+323.816 $
Mastercard IncMA209.577 $+760 $208.817 $-81.769 $290.586 $+7.147 $283.439 $+283.439 $
BERKSHIRE HATHAWAY INCBRK-B191.007 $-34 $191.041 $-66.417 $257.458 $-24.809 $282.267 $+282.267 $
LOCKHEED MARTIN CORPLMT270.598 $+42.414 $228.184 $-27.890 $256.074 $+10.151 $245.923 $+245.923 $
MCDONALDS CORPMCD150.868 $+1.086 $149.782 $-90.038 $239.820 $-16.346 $256.166 $+256.166 $
UNITEDHEALTH GROUP INCUNH105.545 $-4.525 $110.070 $-36.186 $146.256 $-98.730 $244.986 $+244.986 $
BlackRock, Inc.BLK209.189 $+14.018 $195.171 $-23.087 $218.258 $+31.803 $186.455 $+186.455 $
PFIZER INCPFE93.519 $-110.954 $204.473 $-3.343 $207.816 $-5.859 $213.675 $+213.675 $
COCA COLA COKO147.580 $+7.578 $140.002 $-30.576 $170.578 $-2.098 $172.676 $+172.676 $
ALCON INCALC124.677 $+6.802 $117.875 $-21.784 $139.659 $-10.520 $150.179 $+150.179 $
ELI LILLY & CoLLY134.504 $+39.043 $95.461 $-53.208 $148.669 $+15.151 $133.518 $+133.518 $
NETFLIX INCNFLX28.128 $-101.355 $129.483 $-15.143 $144.626 $+43.913 $100.713 $+100.713 $
ASTRAZENECA PLCAZN137.001 $+22.667 $114.334 $+10.851 $103.483 $-5.361 $108.844 $+108.844 $
AbbVie Inc.ABBV124.951 $-1.667 $126.618 $+25.111 $101.507 $-13.070 $114.577 $+114.577 $
ORACLE CORPORCL69.508 $-30.632 $100.140 $+22.431 $77.709 $+28.174 $49.535 $+49.535 $
CSX CORPCSX81.652 $+1.667 $79.985 $-19.025 $99.010 $+9.710 $89.300 $+89.300 $
Hamilton Lane INCHLNE96.972 $-346 $97.318 $+97.318 $
STARBUCKS CORPSBUX30.316 $-140 $30.456 $-53.563 $84.019 $-5.923 $89.942 $+89.942 $
VERIZON COMMUNICATIONS INCVZ78.877 $-5.690 $84.567 $+1.787 $82.780 $-3.513 $86.293 $+86.293 $
CONOCOPHILLIPSCOP76.512 $-92 $76.604 $+4.496 $72.108 $-11.521 $83.629 $+83.629 $
AFLAC INCAFL77.950 $-599 $78.549 $+4.792 $73.757 $-3.572 $77.329 $+77.329 $
DEERE & CODE69.397 $+1.239 $68.158 $-7.636 $75.794 $+5.834 $69.960 $+69.960 $
BOEING COBA63.037 $+374 $62.663 $+1.830 $60.833 $+11.317 $49.516 $+49.516 $
SPS COMMERCE INCSPSC59.447 $+6.126 $53.321 $-9.474 $62.795 $+3.438 $59.357 $+59.357 $
AT&T INC.T49.928 $-6.712 $56.640 $-1.295 $57.935 $+1.426 $56.509 $+56.509 $
INTEL CORPINTC37.316 $-20.097 $57.413 $+16.975 $40.438 $-16.547 $56.985 $+56.985 $
TORONTO DOMINION BANKTD56.520 $+8.550 $47.970 $+3.900 $44.070 $+8.106 $35.964 $+35.964 $
UNILEVER PLCUL47.219 $-976 $48.195 $-1.536 $49.731 $+1.317 $48.414 $+48.414 $
PPL CorpPPL41.896 $-2.235 $44.131 $+4.203 $39.928 $-2.295 $42.223 $+42.223 $
HERSHEY COHSY3.112 $-87 $3.199 $-37.750 $40.949 $-1.253 $42.202 $+42.202 $
Palo Alto Networks IncPANW40.928 $+6.800 $34.128 $+34.128 $
SOUTHERN COSO37.028 $-3.114 $40.142 $+1.337 $38.805 $+43 $38.762 $+38.762 $
Eaton Corp plcETN31.214 $-5.463 $36.677 $+1.692 $34.985 $+8.346 $26.639 $+26.639 $
REALTY INCOME CORPO31.945 $-2.225 $34.170 $+2.045 $32.125 $+42 $32.083 $+32.083 $
Walt Disney CoDIS16.120 $-103 $16.223 $-15.020 $31.243 $+6.376 $24.867 $+24.867 $
NEW YORK TIMES CONYT29.457 $+5.177 $24.280 $+24.280 $
CrossAmerica Partners LPCAPL23.384 $+89 $23.295 $+684 $22.611 $-3.364 $25.975 $+25.975 $
CVS HEALTH CorpCVS25.072 $+1.455 $23.617 $+2.236 $21.381 $+575 $20.806 $+20.806 $
CONSOLIDATED EDISON INCED22.278 $-2.273 $24.551 $+24.551 $
GENERAL DYNAMICS CORPGD23.566 $-304 $23.870 $+3.454 $20.416 $+1.335 $19.081 $+19.081 $
GARMIN LTDGRMN22.759 $-917 $23.676 $+23.676 $
DTE ENERGY CODTE21.153 $-2.042 $23.195 $+1.472 $21.723 $-953 $22.676 $+22.676 $
XCEL ENERGY INCXEL18.465 $-1.698 $20.163 $+3.138 $17.025 $-673 $17.698 $+17.698 $
INTUITIVE SURGICAL INCISRG17.557 $+8.165 $9.392 $-2.020 $11.412 $+1.011 $10.401 $+10.401 $
Brookfield Renewable CorpBEPC16.090 $+2.386 $13.704 $+13.704 $
STRYKER CORPSYK12.301 $-637 $12.938 $-909 $13.847 $-2.160 $16.007 $+16.007 $
Fresenius Medical Care AGFMS11.386 $-1.200 $12.586 $-1.070 $13.656 $+1.754 $11.902 $+11.902 $
BP PLCBP11.972 $-1.544 $13.516 $+13.516 $
CITIGROUP INCC11.411 $-544 $11.955 $+1.929 $10.026 $+1.664 $8.362 $+8.362 $
Archer-Daniels-Midland CoADM8.930 $-270 $9.200 $+1.072 $8.128 $+734 $7.394 $+7.394 $
iShares Bitcoin Trust ETFIBIT6.206 $-1.919 $8.125 $-444 $8.569 $+1.547 $7.022 $+7.022 $
SYSCO CORPSYY7.369 $-865 $8.234 $+660 $7.574 $+70 $7.504 $+7.504 $
PALATIN TECHNOLOGIES INCPTNT1.778 $-46 $1.824 $-6.355 $8.179 $+7.335 $844 $+844 $
Shell plcSHEL8.043 $+290 $7.753 $+196 $7.557 $-229 $7.786 $+7.786 $
FLOWSERVE CORPFLS6.938 $+1.624 $5.314 $+5.314 $
BKV CorpBKV6.788 $+6.788 $
HP INCHPQ4.464 $-589 $5.053 $+5.053 $
STATE STREET CORPSTT4.773 $+4.773 $
GOLD FIELDS LTDGFI4.366 $+4.366 $
QCR HOLDINGS INCQCRH4.165 $+4.165 $
FIRSTENERGY CORPFE4.071 $-57 $4.128 $+538 $3.590 $+24 $3.566 $+3.566 $
Zoetis Inc.ZTS3.146 $-512 $3.658 $-241 $3.899 $-217 $4.116 $+4.116 $
OptimizeRx CorpOPRX4.100 $+4.100 $
COMCAST CORPCMCSA2.989 $-153 $3.142 $-427 $3.569 $-121 $3.690 $+3.690 $
TARGET CORPTGT3.324 $+274 $3.050 $-304 $3.354 $-194 $3.548 $+3.548 $
COMMERCIAL METALS CoCMC3.461 $+3.461 $
Organon & Co.OGN1.434 $-702 $2.136 $+200 $1.936 $-1.042 $2.978 $+2.978 $
CREDICORP LTDBAP2.870 $+207 $2.663 $+2.663 $
Viatris IncVTRS598 $+127 $471 $+52 $419 $-2.413 $2.832 $+2.832 $
DEXCOM INCDXCM2.124 $-29 $2.153 $-640 $2.793 $+608 $2.185 $+2.185 $
UNITED PARCEL SERVICE INCUPS2.480 $+392 $2.088 $-436 $2.524 $-226 $2.750 $+2.750 $
ENCORE CAPITAL GROUP INCECPG2.718 $+2.718 $
GENTEX CORPGNTX2.689 $+2.689 $
Kraft Heinz CoKHC1.821 $-134 $1.955 $+16 $1.939 $-346 $2.285 $+2.285 $
AZZ INCAZZ2.144 $-39 $2.183 $+2.183 $
TWILIO INCTWLO2.134 $+633 $1.501 $-364 $1.865 $+396 $1.469 $+1.469 $
NORTHRIM BANCORP INCNRIM1.863 $+1.863 $
KT CORPKT1.771 $+1.771 $
FREEPORT-MCMORAN INCFCX1.280 $+292 $988 $-104 $1.092 $+138 $954 $+954 $
DOLLAR GENERAL CORPDG1.055 $+1.055 $
ORASURE TECHNOLOGIES INCOSUR375 $-46 $421 $+421 $
NOKIA CORPNOK232 $+232 $
ENERGY FUELS INCUUUU71 $+71 $
Vuzix CorpVUZI20 $+20 $
BLACKBERRY LtdBB15 $+15 $
Canopy Growth CorpCGC14 $+14 $
174.720.810 $+3.254.130 $171.473.469 $-7.954.071 $180.332.497 $+6.092.423 $174.243.252 $+174.243.252 $
Erweiterte Einstellungen ×