Investments: SHELTON WEALTH MANAGEMENT, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: SHELTON WEALTH MANAGEMENT, LLC
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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
219.232.381 $-1.434.308 $
-6,0 %
223.589.168 $+14.031.756 $
+18,0 %
211.023.517 $+18.201.032 $
+11,8 %
197.567.505 $+32.903.970 $
+50,6 %
BANK OF AMERICA CORP /DE/BAC138.246.964 $+103.774 $
+0,1 %
138.143.190 $+1.607.346 $
+1,2 %
136.535.844 $+12.469.292 $
+10,1 %
124.066.552 $+2.511.322 $
+2,1 %
BlackRock, Inc.BLK8.826.352 $-407.503 $
-4,4 %
9.233.855 $+118.153 $
+1,3 %
9.115.702 $+300.685 $
+3,4 %
8.815.017 $+2.685.995 $
+43,8 %
AppLovin CorpAPP2.360.140 $-1.819.565 $
-43,5 %
4.179.705 $+141.510 $
+3,5 %
4.038.195 $+1.207.798 $
+42,7 %
2.830.397 $+1.393.200 $
+96,9 %
ALPHA PRO TECH LTDAPT2.857.887 $-997.124 $
-25,9 %
3.855.011 $+951.000 $
+32,7 %
2.904.011 $+513.626 $
+21,5 %
2.390.385 $+449.657 $
+23,2 %
NVIDIA CORPNVDA2.967.932 $-616.668 $
-17,2 %
3.584.600 $+281.737 $
+8,5 %
3.302.863 $+284.153 $
+9,4 %
3.018.710 $+876.829 $
+40,9 %
MICRON TECHNOLOGY INCMU1.523.333 $-1.681.633 $
-52,5 %
3.204.966 $+1.335.322 $
+71,4 %
1.869.644 $+299.749 $
+19,1 %
1.569.895 $+666.277 $
+73,7 %
LAM RESEARCH CORPLRCX2.616.864 $-537.678 $
-17,0 %
3.154.542 $+770.532 $
+32,3 %
2.384.010 $+365.744 $
+18,1 %
2.018.266 $+727.679 $
+56,4 %
ADVANCED MICRO DEVICES INCAMD2.284.519 $-715.648 $
-23,9 %
3.000.167 $+879.100 $
+41,4 %
2.121.067 $-224.824 $
-9,6 %
2.345.891 $+1.001.127 $
+74,4 %
AMAZON COM INCAMZN2.785.403 $-117.389 $
-4,0 %
2.902.792 $+328.992 $
+12,8 %
2.573.800 $+71.876 $
+2,9 %
2.501.924 $+471.850 $
+23,2 %
MICROSOFT CORPMSFT2.068.211 $-196.050 $
-8,7 %
2.264.261 $-14.023 $
-0,6 %
2.278.284 $-547.587 $
-19,4 %
2.825.871 $+1.602.236 $
+130,9 %
CAMECO CORPCCJ2.337.512 $-215.615 $
-8,4 %
2.553.127 $+490.587 $
+23,8 %
2.062.540 $+98.783 $
+5,0 %
1.963.757 $+919.938 $
+88,1 %
Vertiv Holdings CoVRT2.393.546 $+152.620 $
+6,8 %
2.240.926 $+210.047 $
+10,3 %
2.030.879 $+106.269 $
+5,5 %
1.924.610 $+1.135.608 $
+143,9 %
Nu Holdings Ltd.NU1.562.105 $-775.335 $
-33,2 %
2.337.440 $+216.867 $
+10,2 %
2.120.573 $+551.924 $
+35,2 %
1.568.649 $+341.979 $
+27,9 %
Parker-Hannifin CorpPH1.932.335 $-338.271 $
-14,9 %
2.270.606 $+401.686 $
+21,5 %
1.868.920 $+215.013 $
+13,0 %
1.653.907 $+456.038 $
+38,1 %
EQT CorpEQT2.098.855 $+413.559 $
+24,5 %
1.685.296 $+112.213 $
+7,1 %
1.573.083 $+116.949 $
+8,0 %
1.456.134 $+1.456.134 $
CSX CORPCSX2.075.492 $+999.483 $
+92,9 %
1.076.009 $+718.530 $
+201,0 %
357.479 $+54.183 $
+17,9 %
303.296 $+65.001 $
+27,3 %
EMERSON ELECTRIC COEMR1.920.879 $-102.336 $
-5,1 %
2.023.215 $+185.321 $
+10,1 %
1.837.894 $-2.294 $
-0,1 %
1.840.188 $+1.840.188 $
APPFOLIO INCAPPF1.925.237 $-86.937 $
-4,3 %
2.012.174 $+190.025 $
+10,4 %
1.822.149 $+138.860 $
+8,2 %
1.683.289 $+114.279 $
+7,3 %
MERCADOLIBRE INCMELI1.729.020 $-65.686 $
-3,7 %
1.794.706 $-105.226 $
-5,5 %
1.899.932 $-60.291 $
-3,1 %
1.960.223 $+282.475 $
+16,8 %
ASML HOLDING NVASML1.662.925 $-284.220 $
-14,6 %
1.947.145 $+268.477 $
+16,0 %
1.678.668 $+329.929 $
+24,5 %
1.348.739 $+269.977 $
+25,0 %
TWILIO INCTWLO1.435.355 $-398.261 $
-21,7 %
1.833.616 $+545.758 $
+42,4 %
1.287.858 $-276.964 $
-17,7 %
1.564.822 $+1.564.822 $
CITIGROUP INCC1.446.500 $-337.400 $
-18,9 %
1.783.900 $+328.449 $
+22,6 %
1.455.451 $+145.596 $
+11,1 %
1.309.855 $+297.948 $
+29,4 %
JPMORGAN CHASE & COJPM1.439.309 $-250.906 $
-14,8 %
1.690.215 $+148.350 $
+9,6 %
1.541.865 $+121.364 $
+8,5 %
1.420.501 $+257.987 $
+22,2 %
Palo Alto Networks IncPANW397.594 $-1.185.237 $
-74,9 %
1.582.831 $-32.079 $
-2,0 %
1.614.910 $+1.095.329 $
+210,8 %
519.581 $+302.015 $
+138,8 %
Eaton Corp plcETN1.520.927 $+83.190 $
+5,8 %
1.437.737 $-144.769 $
-9,1 %
1.582.506 $+64.574 $
+4,3 %
1.517.932 $+703.793 $
+86,4 %
GENERAL DYNAMICS CORPGD1.555.473 $+880.806 $
+130,6 %
674.667 $+674.667 $
Shift4 Payments, Inc.FOUR1.264.793 $-265.664 $
-17,4 %
1.530.457 $+1.530.457 $
Constellation Energy CorpCEG1.357.684 $-154.992 $
-10,2 %
1.512.676 $+202.400 $
+15,4 %
1.310.276 $-13.540 $
-1,0 %
1.323.816 $+594.410 $
+81,5 %
FREEPORT-MCMORAN INCFCX1.492.574 $+73.600 $
+5,2 %
1.418.974 $+394.235 $
+38,5 %
1.024.739 $-110.150 $
-9,7 %
1.134.889 $-1.050.165 $
-48,1 %
TransDigm Group INCTDG711.470 $-602.596 $
-45,9 %
1.314.066 $-142.707 $
-9,8 %
1.456.773 $+1.456.773 $
ELI LILLY & CoLLY1.069.693 $-369.304 $
-25,7 %
1.438.997 $+469.224 $
+48,4 %
969.773 $+39.014 $
+4,2 %
930.759 $-68.592 $
-6,9 %
CHIPOTLE MEXICAN GRILL INCCMG1.062.441 $-369.889 $
-25,8 %
1.432.330 $+1.181.280 $
+470,5 %
MICROCHIP TECHNOLOGY INCMCHP1.427.953 $+1.427.953 $
GOLDMAN SACHS GROUP INCGS1.095.557 $-309.964 $
-22,1 %
1.405.521 $+196.662 $
+16,3 %
1.208.859 $+54.519 $
+4,7 %
1.154.340 $+338.183 $
+41,4 %
Booking Holdings Inc.BKNG1.322.040 $+47.471 $
+3,7 %
1.274.569 $+92.129 $
+7,8 %
1.182.440 $-91.193 $
-7,2 %
1.273.633 $+241.685 $
+23,4 %
CONOCOPHILLIPSCOP1.278.572 $+1.278.572 $
JONES LANG LASALLE INCJLL1.159.155 $-88.139 $
-7,1 %
1.247.294 $+197.348 $
+18,8 %
1.049.946 $+165.203 $
+18,7 %
884.743 $+145.475 $
+19,7 %
COCA COLA COKO1.210.868 $+1.210.868 $
CHEVRON CORPCVX1.201.244 $+1.201.244 $
BOSTON SCIENTIFIC CORPBSX260.036 $-920.492 $
-78,0 %
1.180.528 $+170.417 $
+16,9 %
STRYKER CORPSYK1.122.329 $+720 $
+0,1 %
1.121.609 $+23.020 $
+2,1 %
1.098.589 $+18.336 $
+1,7 %
1.080.253 $+1.080.253 $
Edwards Lifesciences CorpEW1.077.236 $+1.077.236 $
Medtronic plcMDT1.052.971 $+1.052.971 $
LINDE PLCLIN1.040.104 $+200.542 $
+23,9 %
839.562 $-28.738 $
-3,3 %
868.300 $+62.718 $
+7,8 %
805.582 $+71.733 $
+9,8 %
BERKSHIRE HATHAWAY INCBRK-B844.350 $-154.918 $
-15,5 %
999.268 $+1.329 $
+0,1 %
997.939 $+33.686 $
+3,5 %
964.253 $-96.646 $
-9,1 %
LOCKHEED MARTIN CORPLMT537.319 $+103.847 $
+24,0 %
433.472 $-513.213 $
-54,2 %
946.685 $+70.545 $
+8,1 %
876.140 $+474.633 $
+118,2 %
NEXTERA ENERGY INCNEE938.198 $+938.198 $
ALCON INCALC937.451 $-145.226 $
-13,4 %
CARPENTER TECHNOLOGY CORPCRS934.924 $+174.585 $
+23,0 %
760.339 $+214.012 $
+39,2 %
546.327 $+288.188 $
+111,6 %
258.139 $+258.139 $
Walt Disney CoDIS858.964 $+858.964 $
Sea LtdSE851.019 $+521.798 $
+158,5 %
329.221 $+329.221 $
EXXON MOBIL CORPXOM805.103 $+169.770 $
+26,7 %
635.333 $+79.374 $
+14,3 %
555.959 $-282.029 $
-33,7 %
837.988 $-85.442 $
-9,3 %
AMERICAN EXPRESS COAXP815.789 $+815.789 $
KROGER COKR795.453 $+795.453 $
SEMPRASRE775.319 $+775.319 $
Alcoa CorpAA697.792 $+697.792 $
KLA CORPKLAC689.088 $+26.344 $
+4,0 %
662.744 $+74.441 $
+12,7 %
588.303 $+83.934 $
+16,6 %
504.369 $+127.344 $
+33,8 %
FIFTH THIRD BANCORPFITB683.427 $+683.427 $
ORACLE CORPORCL328.045 $-163.877 $
-33,3 %
491.922 $-132.432 $
-21,2 %
624.354 $+139.939 $
+28,9 %
484.415 $+175.723 $
+56,9 %
PROCTER & GAMBLE CoPG429.930 $-31.020 $
-6,7 %
460.950 $+460.950 $
PROSPERITY BANCSHARES INCPB424.510 $-12.196 $
-2,8 %
436.706 $+17.440 $
+4,2 %
419.266 $-24.581 $
-5,5 %
443.847 $-7.140 $
-1,6 %
Aon plcAON442.159 $+442.159 $
WELLTOWER INC.WELL436.672 $+28.195 $
+6,9 %
408.477 $+17.898 $
+4,6 %
390.579 $+55.019 $
+16,4 %
335.560 $+2.638 $
+0,8 %
SPS COMMERCE INCSPSC396.310 $+396.310 $
FAIR ISAAC CORPFICO365.592 $+365.592 $
Walmart Inc.WMT361.641 $+18.725 $
+5,5 %
342.916 $+342.916 $
REALTY INCOME CORPO306.512 $+73.084 $
+31,3 %
233.428 $+11.788 $
+5,3 %
221.640 $+221.640 $
JOHNSON & JOHNSONJNJ294.371 $+25.012 $
+9,3 %
269.359 $+29.055 $
+12,1 %
240.304 $+27.612 $
+13,0 %
INTEL CORPINTC254.861 $+254.861 $
PALATIN TECHNOLOGIES INCPTNT248.850 $+36.191 $
+17,0 %
212.659 $+212.659 $
Bloom Energy CorpBE239.200 $+239.200 $
CATERPILLAR INCCAT214.298 $-23.141 $
-9,7 %
237.439 $+237.439 $
BOEING COBA209.530 $+209.530 $
NETFLIX INCNFLX201.723 $-990.050 $
-83,1 %
Permian Resources CorpPR140.300 $+12.300 $
+9,6 %
128.000 $-8.200 $
-6,0 %
136.200 $-2.300 $
-1,7 %
URANIUM ENERGY CORPUEC109.222 $+32.446 $
+42,3 %
Bitfarms LtdBITF35.250 $+35.250 $
219.232.381 $-1.434.308 $
-6,0 %
223.589.168 $+14.031.756 $
+18,0 %
211.023.517 $+18.201.032 $
+11,8 %
197.567.505 $+32.903.970 $
+50,6 %
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