Investments: WOODWARD DIVERSIFIED CAPITAL, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
208.863.523 $+6.829.267 $
+5,7 %
203.795.187 $+203.795.187 $
BANK OF AMERICA CORP /DE/BAC101.983.024 $+2.160.382 $
+2,2 %
99.822.642 $+99.822.642 $
APPFOLIO INCAPPF12.628.569 $-100.752 $
-0,8 %
12.729.321 $+12.729.321 $
EXXON MOBIL CORPXOM7.420.661 $+535.935 $
+7,8 %
6.884.726 $+6.884.726 $
CHEVRON CORPCVX6.789.458 $-346.542 $
-4,9 %
7.136.000 $+7.136.000 $
ALPHA PRO TECH LTDAPT7.098.971 $+1.684.442 $
+31,1 %
5.414.529 $+5.414.529 $
NVIDIA CORPNVDA6.689.968 $-238.652 $
-3,4 %
6.928.620 $+6.928.620 $
MICROSOFT CORPMSFT4.507.623 $-136.926 $
-2,9 %
4.644.549 $+4.644.549 $
AMAZON COM INCAMZN4.589.394 $+300.972 $
+7,0 %
4.288.422 $+4.288.422 $
JPMORGAN CHASE & COJPM3.794.202 $+102.489 $
+2,8 %
3.691.713 $+3.691.713 $
JOHNSON & JOHNSONJNJ3.234.132 $+167.821 $
+5,5 %
3.066.311 $+3.066.311 $
CATERPILLAR INCCAT2.408.723 $+476.624 $
+24,7 %
1.932.099 $+1.932.099 $
Walmart Inc.WMT2.306.513 $+310.042 $
+15,5 %
1.996.471 $+1.996.471 $
AbbVie Inc.ABBV2.124.905 $+40.320 $
+1,9 %
2.084.585 $+2.084.585 $
AMGEN INCAMGN2.033.006 $+281.623 $
+16,1 %
1.751.383 $+1.751.383 $
PROCTER & GAMBLE CoPG1.794.709 $-71.263 $
-3,8 %
1.865.972 $+1.865.972 $
VERIZON COMMUNICATIONS INCVZ1.690.340 $-127.276 $
-7,0 %
1.817.616 $+1.817.616 $
Parker-Hannifin CorpPH1.676.257 $+365.376 $
+27,9 %
1.310.881 $+1.310.881 $
AppLovin CorpAPP1.582.129 $+453.303 $
+40,2 %
1.128.826 $+1.128.826 $
Roblox CorpRBLX1.556.134 $+1.556.134 $
NETFLIX INCNFLX1.092.210 $-447.203 $
-29,1 %
1.539.413 $+1.539.413 $
AT&T INC.T1.411.222 $-114.307 $
-7,5 %
1.525.529 $+1.525.529 $
LAM RESEARCH CORPLRCX1.463.096 $+265.495 $
+22,2 %
1.197.601 $+1.197.601 $
SITIME CorpSITM1.327.288 $+899.126 $
+210,0 %
428.162 $+428.162 $
MERCADOLIBRE INCMELI1.099.786 $-178.520 $
-14,0 %
1.278.306 $+1.278.306 $
CONOCOPHILLIPSCOP1.181.409 $-19.052 $
-1,6 %
1.200.461 $+1.200.461 $
PEPSICO INCPEP1.078.740 $+20.250 $
+1,9 %
1.058.490 $+1.058.490 $
METLIFE INCMET1.068.487 $+11.507 $
+1,1 %
1.056.980 $+1.056.980 $
BlackRock, Inc.BLK981.881 $-47.448 $
-4,6 %
1.029.329 $+1.029.329 $
RTX CorpRTX1.026.372 $+86.440 $
+9,2 %
939.932 $+939.932 $
SPS COMMERCE INCSPSC576.631 $-425.439 $
-42,5 %
1.002.070 $+1.002.070 $
Bank of New York Mellon CorpBK940.193 $+122.831 $
+15,0 %
817.362 $+817.362 $
Nebius Group N.V.NBIS639.506 $-291.212 $
-31,3 %
930.718 $+930.718 $
TWILIO INCTWLO925.271 $+320.727 $
+53,1 %
604.544 $+604.544 $
Strategy IncMSTR607.648 $-300.018 $
-33,1 %
907.666 $+907.666 $
MCDONALDS CORPMCD884.037 $+51.278 $
+6,2 %
832.759 $+832.759 $
BayCom CorpBCML882.000 $+19.500 $
+2,3 %
862.500 $+862.500 $
SOUTHERN COSO805.116 $-66.853 $
-7,7 %
871.969 $+871.969 $
Palo Alto Networks IncPANW748.220 $-74.201 $
-9,0 %
822.421 $+822.421 $
GENERAL DYNAMICS CORPGD782.834 $+7.670 $
+1,0 %
775.164 $+775.164 $
COCA COLA COKO780.170 $+71.345 $
+10,1 %
708.825 $+708.825 $
PFIZER INCPFE751.285 $-1.620 $
-0,2 %
752.905 $+752.905 $
abrdn Platinum ETF TrustPPLT214.767 $-471.771 $
-68,7 %
686.538 $+686.538 $
FIFTH THIRD BANCORPFITB683.135 $+59.447 $
+9,5 %
623.688 $+623.688 $
CUMMINS INCCMI667.707 $+147.334 $
+28,3 %
520.373 $+520.373 $
CSX CORPCSX615.073 $+16.873 $
+2,8 %
598.200 $+598.200 $
ISHARES GOLD TRUSTIAU489.130 $-98.124 $
-16,7 %
587.254 $+587.254 $
CITIGROUP INCC582.170 $+86.341 $
+17,4 %
495.829 $+495.829 $
UNITEDHEALTH GROUP INCUNH579.128 $+6.208 $
+1,1 %
572.920 $+572.920 $
LOCKHEED MARTIN CORPLMT566.440 $+1.292 $
+0,2 %
565.148 $+565.148 $
DEERE & CODE558.704 $+42.904 $
+8,3 %
515.800 $+515.800 $
ELI LILLY & CoLLY552.465 $+155.659 $
+39,2 %
396.806 $+396.806 $
BECTON DICKINSON & COBDX478.039 $-62.902 $
-11,6 %
540.941 $+540.941 $
PENTAIR plcPNR537.786 $+133.955 $
+33,2 %
403.831 $+403.831 $
Medtronic plcMDT510.654 $+19.914 $
+4,1 %
490.740 $+490.740 $
BERKSHIRE HATHAWAY INCBRK-B468.470 $-16.171 $
-3,3 %
484.641 $+484.641 $
Mastercard IncMA482.409 $+4.028 $
+0,8 %
478.381 $+478.381 $
AMERICAN EXPRESS COAXP480.624 $+55.423 $
+13,0 %
425.201 $+425.201 $
CARDINAL HEALTH INCCAH453.780 $+162.763 $
+55,9 %
291.017 $+291.017 $
COMCAST CORPCMCSA369.955 $-70.845 $
-16,1 %
440.800 $+440.800 $
ORACLE CORPORCL205.481 $-175.937 $
-46,1 %
381.418 $+381.418 $
Accenture plcACN378.638 $+58.272 $
+18,2 %
320.366 $+320.366 $
GOLDMAN SACHS GROUP INCGS376.288 $+33.818 $
+9,9 %
342.470 $+342.470 $
ENBRIDGE INCENB349.147 $-19.198 $
-5,2 %
368.345 $+368.345 $
3M COMMM338.093 $+10.390 $
+3,2 %
327.703 $+327.703 $
MICRON TECHNOLOGY INCMU293.525 $+293.525 $
BERKLEY W R CORPWRB258.833 $-30.062 $
-10,4 %
288.895 $+288.895 $
Shell plcSHEL287.674 $+20.152 $
+7,5 %
267.522 $+267.522 $
PALATIN TECHNOLOGIES INCPTNT240.851 $-35.150 $
-12,7 %
276.001 $+276.001 $
UNITED PARCEL SERVICE INCUPS271.148 $+68.146 $
+33,6 %
203.002 $+203.002 $
ANALOG DEVICES INCADI268.228 $+268.228 $
CINTAS CORPCTAS242.278 $-10.013 $
-4,0 %
252.291 $+252.291 $
BOEING COBA233.404 $-16.959 $
-6,8 %
250.363 $+250.363 $
MCKESSON CORPMCK220.674 $+220.674 $
HEICO CORPHEI204.797 $+204.797 $
Vertiv Holdings CoVRT202.839 $+202.839 $
208.863.523 $+6.829.267 $
+5,7 %
203.795.187 $+203.795.187 $
Erweitert ×