Investments: COBBLESTONE CAPITAL ADVISORS LLC /NY/

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.794.342.073 $+113.100.815 $1.681.889.291 $+103.110.712 $1.579.256.009 $+1.579.256.009 $
BANK OF AMERICA CORP /DE/BAC1.117.021.812 $+52.240.011 $1.064.781.801 $+53.445.736 $1.011.336.065 $+1.011.336.065 $
APPFOLIO INCAPPF86.768.786 $+15.855.396 $70.913.390 $-5.773.021 $76.686.411 $+76.686.411 $
ALPHA PRO TECH LTDAPT78.176.697 $+20.721.478 $57.455.219 $+7.015.646 $50.439.573 $+50.439.573 $
MICROSOFT CORPMSFT65.158.666 $+2.099.293 $63.059.373 $+16.245.319 $46.814.054 $+46.814.054 $
AMAZON COM INCAMZN63.924.732 $-959.861 $64.884.593 $+12.435.809 $52.448.784 $+52.448.784 $
BERKSHIRE HATHAWAY INCBRK-B60.696.918 $+2.233.345 $58.463.573 $-4.819.991 $63.283.564 $+63.283.564 $
BlackRock, Inc.BLK63.082.703 $+5.927.098 $57.155.605 $+4.958.079 $52.197.526 $+52.197.526 $
NVIDIA CORPNVDA58.450.708 $+8.647.243 $49.803.465 $+15.763.470 $34.039.995 $+34.039.995 $
COPART INCCPRT18.295.775 $-1.785.043 $20.080.818 $-2.617.771 $22.698.589 $+22.698.589 $
AMERICAN EXPRESS COAXP22.500.598 $+792.080 $21.708.518 $+3.239.876 $18.468.642 $+18.468.642 $
PEPSICO INCPEP16.240.593 $+923.255 $15.317.338 $-1.784.329 $17.101.667 $+17.101.667 $
DIAGEO PLCDEO11.479.047 $-1.366.720 $12.845.767 $+140.664 $12.705.103 $+12.705.103 $
GRAHAM CORPGHM10.282.167 $+1.009.488 $9.272.679 $+3.875.010 $5.397.669 $+5.397.669 $
CVS HEALTH CorpCVS9.795.952 $+870.765 $8.925.187 $+234.329 $8.690.858 $+8.690.858 $
PAYCHEX INCPAYX6.308.465 $-1.058.066 $7.366.531 $-1.020.285 $8.386.816 $+8.386.816 $
PROCTER & GAMBLE CoPG7.898.704 $-330.952 $8.229.656 $-127.693 $8.357.349 $+8.357.349 $
JPMORGAN CHASE & COJPM6.155.302 $+542.644 $5.612.658 $+1.218.844 $4.393.814 $+4.393.814 $
EXXON MOBIL CORPXOM5.437.387 $+252.215 $5.185.172 $-437.057 $5.622.229 $+5.622.229 $
CHEVRON CORPCVX5.128.934 $+436.492 $4.692.442 $-706.736 $5.399.178 $+5.399.178 $
ISHARES GOLD TRUSTIAU5.067.849 $+724.973 $4.342.876 $+236.783 $4.106.093 $+4.106.093 $
JOHNSON & JOHNSONJNJ5.056.570 $+880.617 $4.175.953 $-327.501 $4.503.454 $+4.503.454 $
NATIONAL FUEL GAS CONFG4.262.229 $+353.455 $3.908.774 $-164.998 $4.073.772 $+4.073.772 $
ORACLE CORPORCL2.983.676 $+513.812 $2.469.864 $+950.548 $1.519.316 $+1.519.316 $
Bank of New York Mellon CorpBK2.743.613 $+469.234 $2.274.379 $+63.314 $2.211.065 $+2.211.065 $
AbbVie Inc.ABBV2.453.861 $+486.660 $1.967.201 $-270.683 $2.237.884 $+2.237.884 $
Phillips 66PSX2.302.241 $+291.859 $2.010.382 $-59.785 $2.070.167 $+2.070.167 $
Mastercard IncMA2.241.243 $+88.321 $2.152.922 $+52.948 $2.099.974 $+2.099.974 $
COCA COLA COKO1.954.660 $-76.479 $2.031.139 $-199.195 $2.230.334 $+2.230.334 $
MCDONALDS CORPMCD1.980.092 $+82.208 $1.897.884 $-129.653 $2.027.537 $+2.027.537 $
NEXTERA ENERGY INCNEE2.026.681 $+148.939 $1.877.742 $-59.611 $1.937.353 $+1.937.353 $
CATERPILLAR INCCAT1.938.184 $+361.274 $1.576.910 $+237.262 $1.339.648 $+1.339.648 $
EMERSON ELECTRIC COEMR1.884.307 $-30.877 $1.915.184 $+339.526 $1.575.658 $+1.575.658 $
RTX CorpRTX1.829.587 $+226.725 $1.602.862 $+188.586 $1.414.276 $+1.414.276 $
UNITEDHEALTH GROUP INCUNH961.661 $-30.404 $992.065 $-793.923 $1.785.988 $+1.785.988 $
STRYKER CORPSYK1.630.985 $-119.283 $1.750.268 $+64.720 $1.685.548 $+1.685.548 $
YUM BRANDS INCYUM1.474.179 $+41.108 $1.433.071 $-314.025 $1.747.096 $+1.747.096 $
GENERAL ELECTRIC COGE1.745.358 $+259.188 $1.486.170 $+57.899 $1.428.271 $+1.428.271 $
Walt Disney CoDIS1.256.285 $-129.663 $1.385.948 $-354.637 $1.740.585 $+1.740.585 $
LOCKHEED MARTIN CORPLMT1.557.036 $+49.052 $1.507.984 $-149.757 $1.657.741 $+1.657.741 $
LINDE PLCLIN1.467.750 $+17.983 $1.449.767 $+10.939 $1.438.828 $+1.438.828 $
COMCAST CORPCMCSA1.175.491 $-171.424 $1.346.915 $-67.069 $1.413.984 $+1.413.984 $
BOEING COBA1.401.214 $+33.568 $1.367.646 $+267.221 $1.100.425 $+1.100.425 $
ELI LILLY & CoLLY1.159.443 $-101.279 $1.260.722 $-128.459 $1.389.181 $+1.389.181 $
TORONTO DOMINION BANKTD1.306.383 $+100.921 $1.205.462 $+221.726 $983.736 $+983.736 $
GOLDMAN SACHS GROUP INCGS1.258.233 $+137.864 $1.120.369 $+254.499 $865.870 $+865.870 $
Eaton Corp plcETN1.257.106 $+49.051 $1.208.055 $+303.948 $904.107 $+904.107 $
Walmart Inc.WMT1.075.741 $+55.113 $1.020.628 $+213.486 $807.142 $+807.142 $
SOUTHERN COSO1.069.406 $+31.659 $1.037.747 $+23.424 $1.014.323 $+1.014.323 $
DEERE & CODE956.131 $-102.546 $1.058.677 $+68.817 $989.860 $+989.860 $
PFIZER INCPFE1.048.446 $-9.714 $1.058.160 $+41.996 $1.016.164 $+1.016.164 $
NICOLET BANKSHARES INCNIC1.015.190 $-29.710 $1.044.900 $+187.137 $857.763 $+857.763 $
MCKESSON CORPMCK1.022.071 $+52.603 $969.468 $+307.918 $661.550 $+661.550 $
NETFLIX INCNFLX821.261 $-93.365 $914.626 $+279.573 $635.053 $+635.053 $
BERKLEY W R CORPWRB790.719 $+32.508 $758.211 $+21.420 $736.791 $+736.791 $
Accenture plcACN617.240 $-136.860 $754.100 $+91.639 $662.461 $+662.461 $
Duke Energy CORPDUK748.722 $+30.942 $717.780 $+81.159 $636.621 $+636.621 $
INTUITIVE SURGICAL INCISRG655.640 $-86.659 $742.299 $+60.807 $681.492 $+681.492 $
UNITED PARCEL SERVICE INCUPS219.545 $-469.653 $689.198 $+689.198 $
Trane Technologies plcTT617.328 $-22.603 $639.931 $+147.017 $492.914 $+492.914 $
CSX CORPCSX630.161 $+61.420 $568.741 $+55.776 $512.965 $+512.965 $
CONSOLIDATED EDISON INCED505.817 $+855 $504.962 $-120.978 $625.940 $+625.940 $
TEGNA INCTGNA593.372 $+104.197 $489.175 $-42.613 $531.788 $+531.788 $
ROPER TECHNOLOGIES INCROP508.664 $-42.872 $551.536 $-22.126 $573.662 $+573.662 $
ENBRIDGE INCENB564.093 $+57.324 $506.769 $+18.384 $488.385 $+488.385 $
PPL CorpPPL551.418 $+48.524 $502.894 $-32.943 $535.837 $+535.837 $
ADVANCED MICRO DEVICES INCAMD529.351 $+36.980 $492.371 $+149.235 $343.136 $+343.136 $
AFLAC INCAFL512.145 $+32.512 $479.633 $-28.395 $508.028 $+508.028 $
DOVER CorpDOV462.787 $-34.133 $496.920 $+32.246 $464.674 $+464.674 $
AMGEN INCAMGN488.489 $+14.948 $473.541 $+74.757 $398.784 $+398.784 $
ASTRAZENECA PLCAZN274.812 $+53.012 $221.800 $-231.989 $453.789 $+453.789 $
ANALOG DEVICES INCADI451.843 $+14.124 $437.719 $+59.386 $378.333 $+378.333 $
ROYAL BANK OF CANADARY441.960 $+47.310 $394.650 $+56.490 $338.160 $+338.160 $
3M COMMM431.401 $+8.173 $423.228 $+63.861 $359.367 $+359.367 $
COLGATE PALMOLIVE COCL367.325 $-50.361 $417.686 $-12.866 $430.552 $+430.552 $
STARBUCKS CORPSBUX424.857 $+70.157 $354.700 $-25.007 $379.707 $+379.707 $
INTEL CORPINTC423.401 $+156.325 $267.076 $-29.676 $296.752 $+296.752 $
ALLSTATE CORPALL392.381 $+24.386 $367.995 $-10.529 $378.524 $+378.524 $
Bloom Energy CorpBE374.899 $+374.899 $
TE Connectivity plcTEL371.133 $+75.188 $295.945 $+52.651 $243.294 $+243.294 $
Aon plcAON322.705 $-2.661 $325.366 $-39.802 $365.168 $+365.168 $
Unum GroupUNM345.033 $-13.219 $358.252 $-3.105 $361.357 $+361.357 $
CONOCOPHILLIPSCOP317.634 $+16.287 $301.347 $-57.507 $358.854 $+358.854 $
AT&T INC.T344.528 $-8.540 $353.068 $+5.280 $347.788 $+347.788 $
GENERAL DYNAMICS CORPGD352.935 $+102.690 $250.245 $-24.516 $274.761 $+274.761 $
EQUINIX INCEQIX302.331 $-4.721 $307.052 $-7.674 $314.726 $+314.726 $
Medtronic plcMDT310.197 $+38.226 $271.971 $-5.607 $277.578 $+277.578 $
Palo Alto Networks IncPANW295.657 $-5.164 $300.821 $+26.090 $274.731 $+274.731 $
Constellation Energy CorpCEG295.505 $+15.026 $280.479 $+280.479 $
FISERV INCFISV226.720 $-68.089 $294.809 $+294.809 $
REGIONS FINANCIAL CORPRF270.293 $+29.213 $241.080 $+18.347 $222.733 $+222.733 $
MPLX LPMPLX259.641 $+2.091 $257.550 $-10.050 $267.600 $+267.600 $
Otis Worldwide CorpOTIS232.964 $-31.717 $264.681 $+8.332 $256.349 $+256.349 $
METLIFE INCMET262.067 $+262.067 $
TIMKEN COTKR242.381 $+8.697 $233.684 $+7.940 $225.744 $+225.744 $
OLD SECOND BANCORP INCOSBC235.578 $-5.846 $241.424 $+7.898 $233.526 $+233.526 $
STATE STREET CORPSTT234.921 $+19.582 $215.339 $+5.391 $209.948 $+209.948 $
NOVARTIS AGNVS215.957 $+12.176 $203.781 $-6.248 $210.029 $+210.029 $
Zoetis Inc.ZTS215.363 $+215.363 $
VERIZON COMMUNICATIONS INCVZ211.745 $+3.497 $208.248 $+208.248 $
SYSCO CORPSYY205.850 $+205.850 $
CARDINAL HEALTH INCCAH201.768 $+201.768 $
TC ENERGY CORPTRP200.501 $+200.501 $
EASTMAN KODAK COKODK193.198 $+22.907 $170.291 $-20.194 $190.485 $+190.485 $
UR-ENERGY INCURG34.100 $+14.097 $20.003 $+7.161 $12.842 $+12.842 $
Silexion Therapeutics CorpSLXN352 $-57 $409 $-356 $765 $+765 $
1.794.342.073 $+113.100.815 $1.681.889.291 $+103.110.712 $1.579.256.009 $+1.579.256.009 $
Erweiterte Einstellungen ×