Investments: POTOMAC FUND MANAGEMENT INC /ADV

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. ($)
467.849.152 $-1.078.130.419 $1.546.461.134 $+336.253.665 $1.211.082.096 $+986.233.340 $224.848.756 $+224.848.756 $
BANK OF AMERICA CORP /DE/BAC375.890.628 $-1.047.428.136 $1.423.318.764 $+382.788.850 $1.040.529.914 $+895.301.196 $145.228.718 $+145.228.718 $
BlackRock, Inc.BLK351.691 $-34.686.504 $35.038.195 $-54.389.131 $89.427.326 $+71.786.085 $17.641.241 $+17.641.241 $
MORGAN STANLEYMS60.045.447 $+2.231.256 $57.814.191 $+6.067.433 $51.746.758 $+11.805.027 $39.941.731 $+39.941.731 $
MICROSOFT CORPMSFT2.979.603 $-89.768 $3.069.371 $+149.092 $2.920.279 $+841.890 $2.078.389 $+2.078.389 $
JPMORGAN CHASE & COJPM2.202.108 $-223.796 $2.425.904 $+106.915 $2.318.989 $+424.467 $1.894.522 $+1.894.522 $
Shell plcSHEL1.929.286 $-12.416 $1.941.702 $-17.537 $1.959.239 $+225.454 $1.733.785 $+1.733.785 $
MCDONALDS CORPMCD1.827.230 $-45.290 $1.872.520 $-5.699 $1.878.219 $-34.477 $1.912.696 $+1.912.696 $
ASTRAZENECA PLCAZN1.906.389 $+255.164 $1.651.225 $+129.939 $1.521.286 $+1.521.286 $
PROCTER & GAMBLE CoPG1.597.652 $-101.276 $1.698.928 $-23.634 $1.722.562 $-78.121 $1.800.683 $+1.800.683 $
Accenture plcACN1.776.070 $+276.181 $1.499.889 $-127.899 $1.627.788 $+65.257 $1.562.531 $+1.562.531 $
COMCAST CORPCMCSA1.505.330 $+23.332 $1.481.998 $-139.665 $1.621.663 $+110.735 $1.510.928 $+1.510.928 $
ANALOG DEVICES INCADI1.441.384 $+67.205 $1.374.179 $-9.902 $1.384.081 $+1.384.081 $
CHEVRON CORPCVX614.154 $-113.639 $727.793 $-79.542 $807.335 $-467.223 $1.274.558 $+1.274.558 $
UNITED PARCEL SERVICE INCUPS1.123.208 $+184.811 $938.397 $-168.287 $1.106.684 $+87.926 $1.018.758 $+1.018.758 $
AMAZON COM INCAMZN1.112.552 $+293.117 $819.435 $+123.305 $696.130 $+696.130 $
EQUINIX INCEQIX1.049.924 $-26.415 $1.076.339 $+10.088 $1.066.251 $+19.619 $1.046.632 $+1.046.632 $
PEPSICO INCPEP1.076.055 $+20.845 $1.055.210 $+28.270 $1.026.940 $+8.117 $1.018.823 $+1.018.823 $
CONOCOPHILLIPSCOP1.071.290 $+16.555 $1.054.735 $+24.486 $1.030.249 $+91.187 $939.062 $+939.062 $
MICROCHIP TECHNOLOGY INCMCHP709.934 $-104.417 $814.351 $-214.638 $1.028.989 $+467.753 $561.236 $+561.236 $
ORACLE CORPORCL725.339 $-74.373 $799.712 $+167.954 $631.758 $+341.649 $290.109 $+290.109 $
JOHNSON & JOHNSONJNJ737.057 $-19.759 $756.816 $+46.592 $710.224 $-1.441 $711.665 $+711.665 $
RTX CorpRTX647.006 $-95.622 $742.628 $+52.874 $689.754 $+689.754 $
ELI LILLY & CoLLY713.419 $+317.432 $395.987 $+101.963 $294.024 $+11.271 $282.753 $+282.753 $
NVIDIA CORPNVDA705.781 $+167.479 $538.302 $+538.302 $
Mastercard IncMA639.987 $+135.622 $504.365 $+132.552 $371.813 $+37.951 $333.862 $+333.862 $
SEMPRASRE616.242 $-21.854 $638.096 $+98.285 $539.811 $+52.488 $487.323 $+487.323 $
AMGEN INCAMGN633.317 $+633.317 $
ALPHA PRO TECH LTDAPT627.439 $+248.642 $378.797 $+85.277 $293.520 $+22.374 $271.146 $+271.146 $
ISHARES GOLD TRUSTIAU434.422 $-44.114 $478.536 $+9.566 $468.970 $-86.375 $555.345 $+555.345 $
DIAGEO PLCDEO481.563 $-41.207 $522.770 $+6.132 $516.638 $+516.638 $
Zoetis Inc.ZTS399.523 $+36.665 $362.858 $+98.715 $264.143 $+28.521 $235.622 $+235.622 $
Aon plcAON326.577 $+66.025 $260.552 $+260.552 $
STARBUCKS CORPSBUX309.803 $+64.764 $245.039 $+245.039 $
INTUITIVE SURGICAL INCISRG282.047 $+282.047 $
SYNOPSYS INCSNPS253.649 $+48.892 $204.757 $+204.757 $
NETFLIX INCNFLX241.310 $+241.310 $
BOSTON SCIENTIFIC CORPBSX220.926 $+220.926 $
467.849.152 $-1.078.130.419 $1.546.461.134 $+336.253.665 $1.211.082.096 $+986.233.340 $224.848.756 $+224.848.756 $
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