Investments: PERRYMAN FINANCIAL ADVISORY INC /AD

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: PERRYMAN FINANCIAL ADVISORY INC /AD
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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
615.253.187 $-16.990.993 $
+1,3 %
632.451.039 $+632.451.039 $
BANK OF AMERICA CORP /DE/BAC265.032.683 $-1.683.315 $
-0,6 %
266.715.998 $+266.715.998 $
NVIDIA CORPNVDA71.993.801 $-7.664.163 $
-9,6 %
79.657.964 $+79.657.964 $
APPFOLIO INCAPPF49.788.638 $-4.717.033 $
-8,7 %
54.505.671 $+54.505.671 $
ALPHA PRO TECH LTDAPT29.608.580 $-3.430.933 $
-10,4 %
33.039.513 $+33.039.513 $
MICROSOFT CORPMSFT19.157.339 $-5.705.486 $
-22,9 %
24.862.825 $+24.862.825 $
AMAZON COM INCAMZN20.154.080 $-2.055.882 $
-9,3 %
22.209.962 $+22.209.962 $
JPMORGAN CHASE & COJPM16.375.049 $-2.032.655 $
-11,0 %
18.407.704 $+18.407.704 $
Mastercard IncMA12.530.039 $-1.663.671 $
-11,7 %
14.193.710 $+14.193.710 $
EXXON MOBIL CORPXOM11.986.062 $+3.531.084 $
+41,8 %
8.454.978 $+8.454.978 $
JOHNSON & JOHNSONJNJ11.477.982 $+1.769.370 $
+18,2 %
9.708.612 $+9.708.612 $
DEERE & CODE9.427.498 $+1.637.615 $
+21,0 %
7.789.883 $+7.789.883 $
PROCTER & GAMBLE CoPG9.248.279 $-12.876 $
-0,1 %
9.261.155 $+9.261.155 $
RTX CorpRTX9.237.623 $+352.134 $
+4,0 %
8.885.489 $+8.885.489 $
PEPSICO INCPEP8.502.108 $+590.556 $
+7,5 %
7.911.552 $+7.911.552 $
LOCKHEED MARTIN CORPLMT7.947.826 $+1.461.646 $
+22,5 %
6.486.180 $+6.486.180 $
CATERPILLAR INCCAT7.358.618 $+1.279.460 $
+21,0 %
6.079.158 $+6.079.158 $
CONOCOPHILLIPSCOP6.918.916 $+2.048.336 $
+42,1 %
4.870.580 $+4.870.580 $
STARBUCKS CORPSBUX5.510.694 $+399.681 $
+7,8 %
5.111.013 $+5.111.013 $
NETFLIX INCNFLX4.818.653 $+335.706 $
+7,5 %
4.482.947 $+4.482.947 $
PALATIN TECHNOLOGIES INCPTNT3.688.450 $-395.356 $
-9,7 %
4.083.806 $+4.083.806 $
ORACLE CORPORCL2.676.643 $-864.046 $
-24,4 %
3.540.689 $+3.540.689 $
Palo Alto Networks IncPANW2.919.427 $-429.697 $
-12,8 %
3.349.124 $+3.349.124 $
Walmart Inc.WMT3.294.298 $+266.838 $
+8,8 %
3.027.460 $+3.027.460 $
UNITED PARCEL SERVICE INCUPS3.044.990 $-9.002 $
-0,3 %
3.053.992 $+3.053.992 $
JONES LANG LASALLE INCJLL1.415.088 $-1.012.543 $
-41,7 %
2.427.631 $+2.427.631 $
BERKSHIRE HATHAWAY INCBRK-B2.200.785 $-109.214 $
-4,7 %
2.309.999 $+2.309.999 $
FREEPORT-MCMORAN INCFCX2.206.407 $+313.169 $
+16,5 %
1.893.238 $+1.893.238 $
ELI LILLY & CoLLY1.829.046 $-245.303 $
-11,8 %
2.074.349 $+2.074.349 $
SCHWAB CHARLES CORPSCHW1.555.785 $-117.816 $
-7,0 %
1.673.601 $+1.673.601 $
GOLDMAN SACHS GROUP INCGS1.476.641 $-42 $
-0,0 %
1.476.683 $+1.476.683 $
CHEVRON CORPCVX1.308.148 $+418.137 $
+47,0 %
890.011 $+890.011 $
Phillips 66PSX1.264.891 $+337.118 $
+36,3 %
927.773 $+927.773 $
COCA COLA COKO1.168.187 $+116.055 $
+11,0 %
1.052.132 $+1.052.132 $
BlackRock, Inc.BLK1.160.029 $+270.245 $
+30,4 %
889.784 $+889.784 $
FS Credit Opportunities Corp.FSCO910.802 $-226.251 $
-19,9 %
1.137.053 $+1.137.053 $
ASML HOLDING NVASML1.096.414 $+209.398 $
+23,6 %
887.016 $+887.016 $
MERCADOLIBRE INCMELI788.433 $-142.155 $
-15,3 %
930.588 $+930.588 $
AT&T INC.T669.710 $+95.551 $
+16,6 %
574.159 $+574.159 $
Walt Disney CoDIS353.561 $-184.643 $
-34,3 %
538.204 $+538.204 $
AMGEN INCAMGN532.314 $+44.932 $
+9,2 %
487.382 $+487.382 $
iShares Bitcoin Trust ETFIBIT410.441 $-45.197 $
-9,9 %
455.638 $+455.638 $
STRYKER CORPSYK444.755 $-8.192 $
-1,8 %
452.947 $+452.947 $
AbbVie Inc.ABBV375.966 $-9.922 $
-2,6 %
385.888 $+385.888 $
UNITEDHEALTH GROUP INCUNH206.523 $-129.380 $
-38,5 %
335.903 $+335.903 $
AMERICAN EXPRESS COAXP281.527 $+14.903 $
+5,6 %
266.624 $+266.624 $
MCDONALDS CORPMCD209.439 $-69.318 $
-24,9 %
278.757 $+278.757 $
Sunoco LPSUN242.468 $+242.468 $
SPS COMMERCE INCSPSC226.763 $+17.908 $
+8,6 %
208.855 $+208.855 $
VERIZON COMMUNICATIONS INCVZ220.750 $+220.750 $
Accenture plcACN206.859 $+206.859 $
HIGHBRIDGE CAPITAL MANAGEMENT LLC38 $+38 $
615.253.187 $-16.990.993 $
+1,3 %
632.451.039 $+632.451.039 $
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