Investments: Advocate Investing Services 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q4
Investment ($)QoQ ($)QoQ (%)
65.147.840 $+65.147.840 $
BANK OF AMERICA CORP /DE/BAC44.961.927 $+44.961.927 $
APPFOLIO INCAPPF2.123.846 $+2.123.846 $
MICROSOFT CORPMSFT1.972.460 $+1.972.460 $
Walmart Inc.WMT1.756.624 $+1.756.624 $
NVIDIA CORPNVDA1.199.195 $+1.199.195 $
BlackRock, Inc.BLK866.218 $+866.218 $
ASTRAZENECA PLCAZN836.563 $+836.563 $
AMAZON COM INCAMZN813.410 $+813.410 $
Kraft Heinz CoKHC790.195 $+790.195 $
DEERE & CODE768.191 $+768.191 $
COMCAST CORPCMCSA674.617 $+674.617 $
ALPHA PRO TECH LTDAPT630.110 $+630.110 $
JOHNSON & JOHNSONJNJ481.159 $+481.159 $
BP PLCBP392.796 $+392.796 $
PFIZER INCPFE372.679 $+372.679 $
PennyMac Mortgage Investment TrustPMT358.295 $+358.295 $
UNITEDHEALTH GROUP INCUNH352.558 $+352.558 $
CHEVRON CORPCVX349.782 $+349.782 $
SPS COMMERCE INCSPSC342.016 $+342.016 $
PROCTER & GAMBLE CoPG318.487 $+318.487 $
ADVANCED MICRO DEVICES INCAMD299.824 $+299.824 $
HALLIBURTON COHAL295.741 $+295.741 $
PALATIN TECHNOLOGIES INCPTNT262.189 $+262.189 $
Shell plcSHEL257.180 $+257.180 $
ISHARES GOLD TRUSTIAU194.808 $+194.808 $
JPMORGAN CHASE & COJPM193.009 $+193.009 $
VERIZON COMMUNICATIONS INCVZ190.278 $+190.278 $
IDT CORPIDT189.426 $+189.426 $
UNITED PARCEL SERVICE INCUPS187.568 $+187.568 $
EXXON MOBIL CORPXOM183.038 $+183.038 $
JBS N.V.JBS161.792 $+161.792 $
INTEL CORPINTC144.431 $+144.431 $
AbbVie Inc.ABBV135.935 $+135.935 $
GOLDMAN SACHS GROUP INCGS123.060 $+123.060 $
GENERAL ELECTRIC COGE109.042 $+109.042 $
3M COMMM107.907 $+107.907 $
ORACLE CORPORCL94.039 $+94.039 $
AT&T INC.T80.665 $+80.665 $
Constellation Energy CorpCEG80.419 $+80.419 $
RIO TINTO PLCRIO80.030 $+80.030 $
KITE REALTY GROUP TRUSTKRG71.910 $+71.910 $
Mastercard IncMA67.364 $+67.364 $
NEXTERA ENERGY INCNEE64.224 $+64.224 $
FORD MOTOR COF62.976 $+62.976 $
ARES CAPITAL CORPARCC62.066 $+62.066 $
Public StoragePSA58.907 $+58.907 $
CATERPILLAR INCCAT57.287 $+57.287 $
BERKSHIRE HATHAWAY INCBRK-B50.265 $+50.265 $
SOUTHERN COSO46.160 $+46.160 $
EQUINIX INCEQIX45.203 $+45.203 $
GENERAL DYNAMICS CORPGD43.766 $+43.766 $
BOEING COBA43.424 $+43.424 $
FS Credit Opportunities Corp.FSCO42.923 $+42.923 $
MCKESSON CORPMCK41.192 $+41.192 $
AMGEN INCAMGN39.277 $+39.277 $
XCEL ENERGY INCXEL38.407 $+38.407 $
STARBUCKS CORPSBUX37.895 $+37.895 $
Duke Energy CORPDUK35.873 $+35.873 $
BARCLAYS PLCBCS33.085 $+33.085 $
EXELON CORPEXC29.989 $+29.989 $
ALLSTATE CORPALL22.897 $+22.897 $
Sony Group CorpSONY21.632 $+21.632 $
PAN AMERICAN SILVER CORPPAAS20.724 $+20.724 $
ENBRIDGE INCENB18.654 $+18.654 $
MCCORMICK & CO INCMKC17.776 $+17.776 $
ATMOS ENERGY CORPATO16.261 $+16.261 $
Walt Disney CoDIS15.927 $+15.927 $
PEPSICO INCPEP14.352 $+14.352 $
Net Lease Office PropertiesNLOP14.030 $+14.030 $
Solventum CorpSOLV13.312 $+13.312 $
FASTENAL COFAST12.761 $+12.761 $
STRYKER CORPSYK11.599 $+11.599 $
RTX CorpRTX11.004 $+11.004 $
MCDONALDS CORPMCD9.780 $+9.780 $
SHERWIN WILLIAMS COSHW9.073 $+9.073 $
BARRICK MINING CORPB8.884 $+8.884 $
CINTAS CORPCTAS8.651 $+8.651 $
STERIS plcSTE8.620 $+8.620 $
FAIR ISAAC CORPFICO8.453 $+8.453 $
ALCON INCALC8.433 $+8.433 $
Accenture plcACN8.049 $+8.049 $
ELI LILLY & CoLLY7.523 $+7.523 $
WEYERHAEUSER COWY7.107 $+7.107 $
WATSCO INCWSO7.076 $+7.076 $
GoPro, Inc.GPRO7.050 $+7.050 $
GSK plcGSK5.692 $+5.692 $
Zoetis Inc.ZTS5.662 $+5.662 $
BANK OF NOVA SCOTIABNS5.527 $+5.527 $
Parker-Hannifin CorpPH5.274 $+5.274 $
COCA COLA COKO4.943 $+4.943 $
TORONTO DOMINION BANKTD4.823 $+4.823 $
BECTON DICKINSON & COBDX4.658 $+4.658 $
REALTY INCOME CORPO4.640 $+4.640 $
INTUITIVE SURGICAL INCISRG4.531 $+4.531 $
POOL CORPPOOL4.346 $+4.346 $
GLOBAL PAYMENTS INCGPN3.947 $+3.947 $
Paramount Skydance CorpPSKY3.752 $+3.752 $
DARDEN RESTAURANTS INCDRI3.680 $+3.680 $
Veralto CorpVLTO3.410 $+3.410 $
PHOTRONICS INCPLAB3.328 $+3.328 $
Edwards Lifesciences CorpEW3.325 $+3.325 $
CITIGROUP INCC3.150 $+3.150 $
ARBOR REALTY TRUST INCABR3.104 $+3.104 $
LOCKHEED MARTIN CORPLMT3.089 $+3.089 $
HEICO CORPHEI3.029 $+3.029 $
Archer-Daniels-Midland CoADM2.875 $+2.875 $
ANALOG DEVICES INCADI2.712 $+2.712 $
FMC CORPFMC2.705 $+2.705 $
COMMERCIAL METALS CoCMC2.492 $+2.492 $
SAP SESAP2.186 $+2.186 $
NOVARTIS AGNVS2.068 $+2.068 $
PRICE T ROWE GROUP INCTROW1.976 $+1.976 $
Silicon Motion Technology CORPSIMO1.947 $+1.947 $
UBS Group AGUBS1.852 $+1.852 $
CHIPOTLE MEXICAN GRILL INCCMG1.850 $+1.850 $
NICOLET BANKSHARES INCNIC1.784 $+1.784 $
MICROCHIP TECHNOLOGY INCMCHP1.657 $+1.657 $
SanofiSNY1.454 $+1.454 $
Phillips 66PSX1.419 $+1.419 $
BIO-TECHNE CorpTECH1.411 $+1.411 $
PILGRIMS PRIDE CORPPPC1.326 $+1.326 $
HF Sinclair CorpDINO1.198 $+1.198 $
ALAMOS GOLD INCAGI1.196 $+1.196 $
Medtronic plcMDT1.153 $+1.153 $
OSHKOSH CORPOSK1.131 $+1.131 $
SYSCO CORPSYY1.105 $+1.105 $
ACCO BRANDS CorpACCO985 $+985 $
TARGET CORPTGT978 $+978 $
SYNOPSYS INCSNPS939 $+939 $
Viatris IncVTRS909 $+909 $
TEREX CORPTEX694 $+694 $
REPLIGEN CORPRGEN655 $+655 $
GENMAB A/SGMAB647 $+647 $
Amcor plcAMCR626 $+626 $
TELEFLEX INCTFX610 $+610 $
WORKIVA INCWK604 $+604 $
LEGGETT & PLATT INCLEG588 $+588 $
SBA COMMUNICATIONS CORPSBAC580 $+580 $
Roblox CorpRBLX567 $+567 $
ON SEMICONDUCTOR CORPON542 $+542 $
BIOLIFE SOLUTIONS INCBLFS532 $+532 $
BRUKER CORPBRKR518 $+518 $
ALIGN TECHNOLOGY INCALGN468 $+468 $
CARMAX INCKMX464 $+464 $
QuidelOrtho CorpQDEL314 $+314 $
ETSY INCETSY277 $+277 $
GRAFTECH INTERNATIONAL LTDEAF202 $+202 $
AMN HEALTHCARE SERVICES INCAMN173 $+173 $
PEMBINA PIPELINE CORPPBA152 $+152 $
Organon & Co.OGN79 $+79 $
65.147.840 $+65.147.840 $
Erweitert ×