Investments: Brookwood Investment Group 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. ($)
603.603.008 $+30.830.695 $586.669.554 $+94.845.193 $494.308.063 $+29.590.604 $468.998.492 $+468.998.492 $
BANK OF AMERICA CORP /DE/BAC322.699.840 $+15.691.860 $307.007.980 $+34.918.936 $272.089.044 $-9.597.824 $281.686.868 $+281.686.868 $
NVIDIA CORPNVDA48.793.372 $+3.145.398 $45.647.974 $+3.160.780 $42.487.194 $+12.901.845 $29.585.349 $+29.585.349 $
APPFOLIO INCAPPF31.633.292 $+3.518.132 $28.115.160 $+6.317.746 $21.797.414 $-2.651.606 $24.449.020 $+24.449.020 $
ALPHA PRO TECH LTDAPT22.127.122 $+5.151.128 $16.975.994 $+6.326.414 $10.649.580 $+240.789 $10.408.791 $+10.408.791 $
AMAZON COM INCAMZN21.087.585 $+2.092.554 $18.995.031 $+353.213 $18.641.818 $+3.024.897 $15.616.921 $+15.616.921 $
MICROSOFT CORPMSFT20.649.275 $+3.250.348 $17.398.927 $-164.555 $17.563.482 $+2.800.278 $14.763.204 $+14.763.204 $
MORGAN STANLEYMS13.553.480 $-5.254.208 $18.807.688 $+758.229 $18.049.459 $+13.345.782 $4.703.677 $+4.703.677 $
BlackRock, Inc.BLK10.778.266 $-531.987 $11.310.253 $+1.134.041 $10.176.212 $-796.286 $10.972.498 $+10.972.498 $
TRUIST FINANCIAL CORPTFC8.140.163 $-1.827.815 $9.967.978 $+9.639.113 $328.865 $-1.072.468 $1.401.333 $+1.401.333 $
SPS COMMERCE INCSPSC8.661.214 $+898.231 $7.762.983 $+99.360 $7.663.623 $+148.746 $7.514.877 $+7.514.877 $
D.A. DAVIDSON & CO.8.638.830 $+8.638.830 $
NETFLIX INCNFLX3.614.668 $-4.243.096 $7.857.764 $+1.834.310 $6.023.454 $+2.563.768 $3.459.686 $+3.459.686 $
BARCLAYS PLCBCS7.846.101 $+442.633 $7.403.468 $+720.445 $6.683.023 $+1.280.499 $5.402.524 $+5.402.524 $
PALATIN TECHNOLOGIES INCPTNT3.949.961 $-3.204.187 $7.154.148 $+3.140.206 $4.013.942 $+2.832.258 $1.181.684 $+1.181.684 $
ELI LILLY & CoLLY3.974.060 $+1.825.986 $2.148.074 $-1.173.667 $3.321.741 $+1.082.187 $2.239.554 $+2.239.554 $
Walmart Inc.WMT2.298.719 $-684.898 $2.983.617 $-622.181 $3.605.798 $+1.653.214 $1.952.584 $+1.952.584 $
JPMORGAN CHASE & COJPM1.653.256 $-1.422.917 $3.076.173 $+306.324 $2.769.849 $+1.558.541 $1.211.308 $+1.211.308 $
BERKSHIRE HATHAWAY INCBRK-B2.397.138 $-590.143 $2.987.281 $+1.199.647 $1.787.634 $-1.120.890 $2.908.524 $+2.908.524 $
BARCLAYS BANK PLCATMP2.939.864 $+909.941 $2.029.923 $+2.029.923 $
CHEVRON CORPCVX2.913.613 $+1.795.083 $1.118.530 $+30.409 $1.088.121 $-381.969 $1.470.090 $+1.470.090 $
MICRON TECHNOLOGY INCMU1.828.618 $+1.167.623 $660.995 $+110.174 $550.821 $-1.583.422 $2.134.243 $+2.134.243 $
MICROCHIP TECHNOLOGY INCMCHP1.714.795 $-42.290 $1.757.085 $-168.267 $1.925.352 $-181.471 $2.106.823 $+2.106.823 $
GOLDMAN SACHS GROUP INCGS1.918.921 $-24.547 $1.943.468 $+165.942 $1.777.526 $+379.181 $1.398.345 $+1.398.345 $
UBS AGAMUB1.604.611 $+752.313 $852.298 $+305.272 $547.026 $-1.384.390 $1.931.416 $+1.931.416 $
PROCTER & GAMBLE CoPG764.755 $-152.376 $917.131 $+13.731 $903.400 $-1.021.734 $1.925.134 $+1.925.134 $
AES CORPAES1.842.848 $+1.842.848 $
CATERPILLAR INCCAT1.812.561 $+283.295 $1.529.266 $+351.437 $1.177.829 $+317.711 $860.118 $+860.118 $
Palo Alto Networks IncPANW1.468.995 $-310.440 $1.779.435 $+35.288 $1.744.147 $+388.583 $1.355.564 $+1.355.564 $
ORACLE CORPORCL1.313.858 $-432.040 $1.745.898 $+417.741 $1.328.157 $+393.511 $934.646 $+934.646 $
PRINCIPAL SECURITIES, INC.1.693.272 $+302.723 $1.390.549 $+886.024 $504.525 $+504.525 $
UNITEDHEALTH GROUP INCUNH608.004 $-537.162 $1.145.166 $+367.496 $777.670 $-912.864 $1.690.534 $+1.690.534 $
WOLVERINE TRADING, LLC1.654.811 $+401.538 $1.253.273 $+1.253.273 $
COCA COLA COKO1.167.480 $-229.587 $1.397.067 $-135.130 $1.532.197 $-79.199 $1.611.396 $+1.611.396 $
GENERAL ELECTRIC COGE988.293 $+27.311 $960.982 $-625.020 $1.586.002 $+1.000.035 $585.967 $+585.967 $
iShares Bitcoin Trust ETFIBIT1.439.502 $-91.313 $1.530.815 $+222.880 $1.307.935 $+157.298 $1.150.637 $+1.150.637 $
CITIGROUP INCC675.869 $-848.598 $1.524.467 $+821.337 $703.130 $+199.309 $503.821 $+503.821 $
ISHARES GOLD TRUSTIAU1.475.123 $+378.988 $1.096.135 $+173.145 $922.990 $-24.851 $947.841 $+947.841 $
EXXON MOBIL CORPXOM1.470.849 $+406.679 $1.064.170 $-132.590 $1.196.760 $-2.536 $1.199.296 $+1.199.296 $
AbbVie Inc.ABBV1.410.145 $+119.170 $1.290.975 $+875.769 $415.206 $-306.803 $722.009 $+722.009 $
CENTENE CORPCNC1.395.931 $+1.395.931 $
AT&T INC.T1.115.768 $-257.105 $1.372.873 $+360.665 $1.012.208 $-47.067 $1.059.275 $+1.059.275 $
Mastercard IncMA1.101.562 $+552.366 $549.196 $-418.766 $967.962 $-352.057 $1.320.019 $+1.320.019 $
BOEING COBA348.658 $-965.710 $1.314.368 $+546.266 $768.102 $+143.406 $624.696 $+624.696 $
RTX CorpRTX1.079.108 $+68.535 $1.010.573 $-113.361 $1.123.934 $-163.889 $1.287.823 $+1.287.823 $
BOSTON SCIENTIFIC CORPBSX615.198 $-662.974 $1.278.172 $+638.653 $639.519 $+639.519 $
SCHWAB CHARLES CORPSCHW1.222.474 $+823.228 $399.246 $+69.953 $329.293 $-357.536 $686.829 $+686.829 $
CORCEPT THERAPEUTICS INCCORT663.384 $-464.480 $1.127.864 $-6.455 $1.134.319 $+1.134.319 $
VERIZON COMMUNICATIONS INCVZ978.830 $-100.624 $1.079.454 $+9.695 $1.069.759 $-50.199 $1.119.958 $+1.119.958 $
ADVANCED MICRO DEVICES INCAMD1.069.801 $-15.702 $1.085.503 $+63.350 $1.022.153 $+425.096 $597.057 $+597.057 $
CURTISS WRIGHT CORPCW1.066.707 $+97.559 $969.148 $+97.086 $872.062 $+330.799 $541.263 $+541.263 $
JANE STREET GROUP, LLC1.042.682 $+186.502 $856.180 $+856.180 $
ASML HOLDING NVASML1.036.825 $+195.437 $841.388 $+841.388 $
CARDINAL HEALTH INCCAH997.292 $+663.752 $333.540 $+12.828 $320.712 $+320.712 $
AMERICAN EXPRESS COAXP987.899 $+163.260 $824.639 $-3.299 $827.938 $+326.488 $501.450 $+501.450 $
JOHNSON & JOHNSONJNJ783.426 $+360.457 $422.969 $-19.877 $442.846 $-516.063 $958.909 $+958.909 $
Walt Disney CoDIS811.787 $+54.789 $756.998 $-180.808 $937.806 $+342.977 $594.829 $+594.829 $
Peakstone Realty TrustPKST929.844 $+103.505 $826.339 $+298.048 $528.291 $+230.756 $297.535 $+297.535 $
AppLovin CorpAPP913.026 $+13.414 $899.612 $+899.612 $
MCDONALDS CORPMCD909.030 $+136.357 $772.673 $-23.639 $796.312 $+224.886 $571.426 $+571.426 $
COMCAST CORPCMCSA265.197 $-638.424 $903.621 $+903.621 $
TELEDYNE TECHNOLOGIES INCTDY519.923 $-365.583 $885.506 $+885.506 $
LOCKHEED MARTIN CORPLMT830.552 $-34.138 $864.690 $+63.107 $801.583 $+166.371 $635.212 $+635.212 $
AXCELIS TECHNOLOGIES INCACLS674.856 $-145.320 $820.176 $+234.780 $585.396 $+168.168 $417.228 $+417.228 $
Eaton Corp plcETN450.865 $-42.226 $493.091 $+125.132 $367.959 $-437.122 $805.081 $+805.081 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR775.994 $+775.994 $
DEERE & CODE569.451 $+7.886 $561.565 $-70.027 $631.592 $-125.505 $757.097 $+757.097 $
CIENA CORPCIEN715.408 $+138.555 $576.853 $+576.853 $
INTUITIVE SURGICAL INCISRG348.878 $-169.909 $518.787 $-146.890 $665.677 $-31.663 $697.340 $+697.340 $
Medtronic plcMDT691.832 $+691.832 $
NEXTERA ENERGY INCNEE641.717 $+39.205 $602.512 $+392.360 $210.152 $-364.214 $574.366 $+574.366 $
AeroVironment IncAVAV638.282 $+638.282 $
Vertiv Holdings CoVRT632.811 $+150.512 $482.299 $+43.896 $438.403 $+192.921 $245.482 $+245.482 $
LAM RESEARCH CORPLRCX605.292 $+277.773 $327.519 $+93.319 $234.200 $+234.200 $
METLIFE INCMET443.332 $-149.482 $592.814 $+592.814 $
WELLS FARGO & COMPANY/MNWFC584.895 $+584.895 $
MCKESSON CORPMCK560.603 $+31.125 $529.478 $+3.857 $525.621 $+34.178 $491.443 $+491.443 $
McEwen Inc.MUX559.280 $+559.280 $
MERCADOLIBRE INCMELI533.779 $-10.728 $544.507 $+189.053 $355.454 $+72.578 $282.876 $+282.876 $
GENERAL DYNAMICS CORPGD528.017 $+26.232 $501.785 $+54.497 $447.288 $+447.288 $
CSX CORPCSX524.356 $+524.356 $
Constellation Energy CorpCEG516.311 $+200.329 $315.982 $+315.982 $
3M COMMM500.507 $-10.638 $511.145 $+38.510 $472.635 $+245.712 $226.923 $+226.923 $
STARBUCKS CORPSBUX247.915 $-13.025 $260.940 $-89.888 $350.828 $-155.681 $506.509 $+506.509 $
Bank of New York Mellon CorpBK504.429 $+198.052 $306.377 $+306.377 $
Parker-Hannifin CorpPH501.142 $+193.815 $307.327 $+307.327 $
PFIZER INCPFE474.114 $+25.866 $448.248 $+18.539 $429.709 $+202.242 $227.467 $+227.467 $
MASTEC INCMTZ470.310 $+470.310 $
AMGEN INCAMGN452.911 $+43.979 $408.932 $+129.060 $279.872 $-124.429 $404.301 $+404.301 $
TE Connectivity plcTEL431.157 $+431.157 $
FMR LLC430.771 $+430.771 $
FIRST TRUST ADVISORS LP219.454 $-209.499 $428.953 $+428.953 $
Blue Bird CorpBLBD378.254 $-46.052 $424.306 $+424.306 $
NNN REIT, INC.NNN389.385 $-8.183 $397.568 $-15.248 $412.816 $+37.574 $375.242 $+375.242 $
PAN AMERICAN SILVER CORPPAAS345.387 $-59.397 $404.784 $+196.799 $207.985 $-29.610 $237.595 $+237.595 $
HERSHEY COHSY403.930 $+403.930 $
AFLAC INCAFL391.017 $-6.188 $397.205 $+22.189 $375.016 $+375.016 $
EQT CorpEQT395.595 $+395.595 $
Booking Holdings Inc.BKNG394.801 $+394.801 $
AGNICO EAGLE MINES LTDAEM230.730 $+11.096 $219.634 $-154.163 $373.797 $+373.797 $
PIMCO Dynamic Income Opportunities FundPDO339.634 $-30.607 $370.241 $+370.241 $
RIGEL PHARMACEUTICALS INCRIGL367.439 $+367.439 $
Phillips 66PSX212.658 $-121.951 $334.609 $+33.376 $301.233 $-57.970 $359.203 $+359.203 $
FORD MOTOR COF350.227 $+138.267 $211.960 $+56.059 $155.901 $+11.339 $144.562 $+144.562 $
TEXTRON INCTXT348.680 $+348.680 $
ANALOG DEVICES INCADI329.621 $+329.621 $
KROGER COKR258.594 $-69.729 $328.323 $+328.323 $
CVS HEALTH CorpCVS325.960 $+325.960 $
TransDigm Group INCTDG317.643 $+317.643 $
Monster Beverage CorpMNST312.354 $+312.354 $
NASDAQ, INC.NDAQ306.199 $+306.199 $
CINTAS CORPCTAS262.734 $-18.883 $281.617 $-24.161 $305.778 $+23.791 $281.987 $+281.987 $
SOUTHERN COSO305.322 $+20.955 $284.367 $-2.450 $286.817 $+398 $286.419 $+286.419 $
FREEPORT-MCMORAN INCFCX302.989 $+81.684 $221.305 $-36.340 $257.645 $+257.645 $
CONOCOPHILLIPSCOP301.568 $+301.568 $
FISERV INCFISV300.511 $+300.511 $
Rocket Lab CorpRKLB284.830 $+284.830 $
Duke Energy CORPDUK279.002 $+77.029 $201.973 $+201.973 $
ENERGY FUELS INCUUUU259.176 $-17.508 $276.684 $+112.286 $164.398 $+94.867 $69.531 $+69.531 $
CAMDEN PROPERTY TRUSTCPT270.403 $+37.711 $232.692 $+10.810 $221.882 $+18.252 $203.630 $+203.630 $
FEDEX CORPFDX256.018 $+256.018 $
GATX CORPGATX239.645 $-7.347 $246.992 $+30.012 $216.980 $-2.417 $219.397 $+219.397 $
INTEL CORPINTC246.152 $+246.152 $
Turtle Beach CorpTBCH240.758 $+240.758 $
CHIPOTLE MEXICAN GRILL INCCMG234.763 $+234.763 $
EPR PROPERTIESEPR233.904 $+233.904 $
COMMONWEALTH EQUITY SERVICES, LLC203.283 $-29.749 $233.032 $+233.032 $
PEPSICO INCPEP201.096 $-20.683 $221.779 $-7.529 $229.308 $+229.308 $
UNILEVER PLCUL222.732 $+222.732 $
KLA CORPKLAC222.619 $+222.619 $
SBA COMMUNICATIONS CORPSBAC221.100 $-939 $222.039 $+222.039 $
FIRST INDUSTRIAL REALTY TRUST INCFR220.481 $+220.481 $
RAYONIER INCRYN203.777 $-12.603 $216.380 $+216.380 $
STEEL DYNAMICS INCSTLD206.007 $+206.007 $
ASTRAZENECA PLCAZN202.193 $+202.193 $
Vuzix CorpVUZI195.316 $+195.316 $
Ferroglobe PLCGSM67.586 $-105.046 $172.632 $+75.854 $96.778 $-17.134 $113.912 $+113.912 $
CEMEX SAB DE CVCX104.373 $-29.066 $133.439 $+133.439 $
CADIZ INCCDZI117.810 $+18.690 $99.120 $+34.835 $64.285 $+2.755 $61.530 $+61.530 $
Amcor plcAMCR86.355 $+86.355 $
URANIUM ENERGY CORPUEC84.646 $+84.646 $
ioneer LtdIONR55.200 $+55.200 $
Sibanye Stillwater LtdSBSW54.539 $+54.539 $
APPIAN CORPAPPN36.168 $+36.168 $
FIRST MAJESTIC SILVER CORPAG13.771 $+7.096 $6.675 $+6.675 $
SEABRIDGE GOLD INCSA12.400 $+12.400 $
NOVAGOLD RESOURCES INCNG947 $+947 $
603.603.008 $+30.830.695 $586.669.554 $+94.845.193 $494.308.063 $+29.590.604 $468.998.492 $+468.998.492 $
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