Investments: BAR HARBOR WEALTH MANAGEMENT

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.689.073.555 $+76.056.073 $1.626.829.137 $+98.651.853 $1.529.038.571 $+41.991.550 $1.487.790.087 $+1.487.790.087 $
BANK OF AMERICA CORP /DE/BAC974.672.284 $+29.146.914 $945.525.370 $+47.435.586 $898.089.784 $+49.477.402 $848.612.382 $+848.612.382 $
ELI LILLY & CoLLY77.495.175 $+22.309.674 $55.185.501 $-3.258.981 $58.444.482 $-4.418.006 $62.862.488 $+62.862.488 $
APPFOLIO INCAPPF66.097.866 $+3.432.659 $62.665.207 $+12.469.546 $50.195.661 $-5.613.835 $55.809.496 $+55.809.496 $
ALPHA PRO TECH LTDAPT48.645.399 $+9.562.087 $39.083.312 $+18.540.364 $20.542.948 $+1.590.836 $18.952.112 $+18.952.112 $
JOHNSON & JOHNSONJNJ42.605.003 $+4.264.226 $38.340.777 $+5.072.438 $33.268.339 $-4.107.519 $37.375.858 $+37.375.858 $
MICROSOFT CORPMSFT36.662.749 $-2.980.108 $39.642.857 $+1.703.904 $37.938.953 $+7.910.005 $30.028.948 $+30.028.948 $
BlackRock, Inc.BLK39.497.213 $+1.065.911 $38.431.302 $+1.333.503 $37.097.799 $+609.322 $36.488.477 $+36.488.477 $
EXXON MOBIL CORPXOM26.352.294 $+1.834.919 $24.517.375 $+82.672 $24.434.703 $-3.492.440 $27.927.143 $+27.927.143 $
CATERPILLAR INCCAT26.596.063 $+4.271.646 $22.324.417 $+4.139.108 $18.185.309 $+1.968.713 $16.216.596 $+16.216.596 $
JPMORGAN CHASE & COJPM24.867.651 $+149.925 $24.717.726 $+1.580.299 $23.137.427 $+3.007.373 $20.130.054 $+20.130.054 $
AbbVie Inc.ABBV21.270.591 $+570.452 $20.700.139 $+4.680.762 $16.019.377 $-315.640 $16.335.017 $+16.335.017 $
BROWN & BROWN, INC.BRO3.736.336 $-6.509.846 $10.246.182 $-7.355.650 $17.601.832 $-2.372.827 $19.974.659 $+19.974.659 $
BERKSHIRE HATHAWAY INCBRK-B16.129.536 $-657.455 $16.786.991 $+323.274 $16.463.717 $-2.002.429 $18.466.146 $+18.466.146 $
AMAZON COM INCAMZN17.444.222 $+781.494 $16.662.728 $-103.714 $16.766.442 $+1.640.011 $15.126.431 $+15.126.431 $
Walmart Inc.WMT16.978.884 $+1.143.303 $15.835.581 $+683.886 $15.151.695 $+1.228.991 $13.922.704 $+13.922.704 $
CHEVRON CORPCVX12.511.184 $-390.464 $12.901.648 $+57.505 $12.844.143 $-3.217.537 $16.061.680 $+16.061.680 $
NELNET INCNNI14.655.250 $+788.974 $13.866.276 $+595.642 $13.270.634 $+1.153.639 $12.116.995 $+12.116.995 $
NVIDIA CORPNVDA14.212.419 $+283.849 $13.928.570 $+3.222.378 $10.706.192 $+4.048.192 $6.658.000 $+6.658.000 $
Medtronic plcMDT13.568.667 $+484.024 $13.084.643 $+1.141.656 $11.942.987 $-301.067 $12.244.054 $+12.244.054 $
SANDSTORM GOLD LTDSAND13.483.502 $+2.990.705 $10.492.797 $+2.000.232 $8.492.565 $+8.492.565 $
Parker-Hannifin CorpPH5.453.068 $+668.383 $4.784.685 $+325.653 $4.459.032 $-8.882.668 $13.341.700 $+13.341.700 $
PROCTER & GAMBLE CoPG10.171.284 $-796.407 $10.967.691 $-377.008 $11.344.699 $-1.034.780 $12.379.479 $+12.379.479 $
COLGATE PALMOLIVE COCL8.509.111 $-59.498 $8.568.609 $-2.209.222 $10.777.831 $-1.291.104 $12.068.935 $+12.068.935 $
SYSCO CORPSYY9.412.497 $-925.537 $10.338.034 $+862.506 $9.475.528 $+35.046 $9.440.482 $+9.440.482 $
EMERSON ELECTRIC COEMR9.797.258 $-62.756 $9.860.014 $-70.404 $9.930.418 $+1.811.028 $8.119.390 $+8.119.390 $
DOLLAR GENERAL CORPDG9.016.278 $+735.153 $8.281.125 $-786.807 $9.067.932 $+9.067.932 $
PEPSICO INCPEP7.881.257 $+84.450 $7.796.807 $+497.504 $7.299.303 $-1.182.653 $8.481.956 $+8.481.956 $
Mastercard IncMA8.085.944 $-92.406 $8.178.350 $+15.610 $8.162.740 $-162.107 $8.324.847 $+8.324.847 $
ROYAL GOLD INCRGLD7.915.747 $+7.915.747 $
LAM RESEARCH CORPLRCX7.841.071 $+825.916 $7.015.155 $+1.708.178 $5.306.977 $+1.254.170 $4.052.807 $+4.052.807 $
UNITED PARCEL SERVICE INCUPS2.364.491 $+23.646 $2.340.845 $-1.284.112 $3.624.957 $-4.034.747 $7.659.704 $+7.659.704 $
VERIZON COMMUNICATIONS INCVZ6.811.196 $-621.760 $7.432.956 $+220.453 $7.212.503 $-404.983 $7.617.486 $+7.617.486 $
NICOLET BANKSHARES INCNIC577.722 $-130.386 $708.108 $-63.884 $771.992 $-5.122.951 $5.894.943 $+5.894.943 $
Eaton Corp plcETN4.817.464 $-862.528 $5.679.992 $+270.523 $5.409.469 $+1.284.992 $4.124.477 $+4.124.477 $
UNITEDHEALTH GROUP INCUNH1.295.352 $-808.906 $2.104.258 $-1.149.901 $3.254.159 $-2.389.771 $5.643.930 $+5.643.930 $
Walt Disney CoDIS4.586.638 $-176.562 $4.763.200 $-507.101 $5.270.301 $+824.261 $4.446.040 $+4.446.040 $
MCDONALDS CORPMCD4.483.592 $-33.125 $4.516.717 $-207.088 $4.723.805 $-346.897 $5.070.702 $+5.070.702 $
ASML HOLDING NVASML4.837.907 $+460.204 $4.377.703 $+753.817 $3.623.886 $+627.473 $2.996.413 $+2.996.413 $
Amrize LtdAMRZ4.796.031 $+675.203 $4.120.828 $+4.120.828 $
PFIZER INCPFE4.452.419 $+31.537 $4.420.882 $+215.945 $4.204.937 $-222.975 $4.427.912 $+4.427.912 $
Accenture plcACN748.289 $-1.383.075 $2.131.364 $-2.037.255 $4.168.619 $-252.052 $4.420.671 $+4.420.671 $
COCA COLA COKO4.344.068 $+247.614 $4.096.454 $-211.231 $4.307.685 $-54.904 $4.362.589 $+4.362.589 $
NEXTERA ENERGY INCNEE2.690.584 $+21.937 $2.668.647 $-341.196 $3.009.843 $-1.346.064 $4.355.907 $+4.355.907 $
RTX CorpRTX4.105.592 $+312.890 $3.792.702 $+438.623 $3.354.079 $+273.324 $3.080.755 $+3.080.755 $
BALL CorpBALL3.382.929 $+102.200 $3.280.729 $-368.935 $3.649.664 $+243.869 $3.405.795 $+3.405.795 $
Palo Alto Networks IncPANW3.236.026 $-395.944 $3.631.970 $+7.386 $3.624.584 $+562.790 $3.061.794 $+3.061.794 $
Booking Holdings Inc.BKNG3.272.107 $-16.048 $3.288.155 $-306.963 $3.595.118 $+623.661 $2.971.457 $+2.971.457 $
GSK plcGSK3.290.192 $+394.501 $2.895.691 $+319.358 $2.576.333 $-22.811 $2.599.144 $+2.599.144 $
FEDEX CORPFDX3.169.950 $+605.752 $2.564.198 $+23.100 $2.541.098 $-357.934 $2.899.032 $+2.899.032 $
QUEST DIAGNOSTICS INCDGX3.038.163 $-122.035 $3.160.198 $+433.594 $2.726.604 $+2.726.604 $
STARBUCKS CORPSBUX307.703 $-635.164 $942.867 $-1.876.313 $2.819.180 $-339.710 $3.158.890 $+3.158.890 $
EQUINIX INCEQIX540.909 $-2.367.261 $2.908.170 $+7.886 $2.900.284 $-196.415 $3.096.699 $+3.096.699 $
TIMKEN COTKR2.985.269 $+276.458 $2.708.811 $+94.762 $2.614.049 $+21.267 $2.592.782 $+2.592.782 $
ANALOG DEVICES INCADI2.982.929 $+337.723 $2.645.206 $+727.955 $1.917.251 $+1.555.052 $362.199 $+362.199 $
AUTOZONE INCAZO2.285.871 $-644.363 $2.930.234 $+327.961 $2.602.273 $-112.426 $2.714.699 $+2.714.699 $
CSX CORPCSX2.736.513 $+45.210 $2.691.303 $+200.557 $2.490.746 $+244.266 $2.246.480 $+2.246.480 $
Hewlett Packard Enterprise CoHPE2.572.470 $-80.796 $2.653.266 $+501.967 $2.151.299 $+495.351 $1.655.948 $+1.655.948 $
NETFLIX INCNFLX2.405.882 $+759.765 $1.646.117 $+1.070.291 $575.826 $+184.163 $391.663 $+391.663 $
SYNOPSYS INCSNPS1.949.338 $+807.634 $1.141.704 $+1.141.704 $
ADVANCED MICRO DEVICES INCAMD536.257 $+129.517 $406.740 $-881.286 $1.288.026 $-396.499 $1.684.525 $+1.684.525 $
3M COMMM1.604.202 $+168.787 $1.435.415 $-208 $1.435.623 $+24.298 $1.411.325 $+1.411.325 $
GENERAL ELECTRIC COGE1.435.420 $+139.187 $1.296.233 $+363.194 $933.039 $+208.296 $724.743 $+724.743 $
ORACLE CORPORCL950.771 $-468.085 $1.418.856 $+480.277 $938.579 $+334.180 $604.399 $+604.399 $
AT&T INC.T862.345 $-369.230 $1.231.575 $+184.150 $1.047.425 $+112.064 $935.361 $+935.361 $
AMGEN INCAMGN1.180.607 $+491.757 $688.850 $-97.405 $786.255 $+13.299 $772.956 $+772.956 $
LOCKHEED MARTIN CORPLMT1.015.223 $+132.121 $883.102 $+63.807 $819.295 $+29.065 $790.230 $+790.230 $
INTEL CORPINTC471.877 $+39.417 $432.460 $+115.298 $317.162 $-576.817 $893.979 $+893.979 $
ON SEMICONDUCTOR CORPON219.126 $-646.269 $865.395 $+865.395 $
INTUITIVE SURGICAL INCISRG835.381 $+835.381 $
YUM BRANDS INCYUM726.144 $-13.184 $739.328 $-5.277 $744.605 $-46.129 $790.734 $+790.734 $
AMERICAN EXPRESS COAXP786.514 $+71.706 $714.808 $+23.578 $691.230 $+98.513 $592.717 $+592.717 $
Duke Energy CORPDUK662.002 $-112.426 $774.428 $+190.328 $584.100 $-19.652 $603.752 $+603.752 $
LINDE PLCLIN751.299 $+33.099 $718.200 $-6.683 $724.883 $+5.469 $719.414 $+719.414 $
GENUINE PARTS COGPC652.918 $-84.157 $737.075 $+92.919 $644.156 $+11.523 $632.633 $+632.633 $
DEERE & CODE635.969 $-80 $636.049 $-86.515 $722.564 $+49.047 $673.517 $+673.517 $
CINTAS CORPCTAS555.371 $-80.935 $636.306 $-63.729 $700.035 $-17.676 $717.711 $+717.711 $
Phillips 66PSX573.583 $-53.741 $627.324 $+62.081 $565.243 $-24.251 $589.494 $+589.494 $
UNILEVER PLCUL421.481 $-147.522 $569.003 $-17.803 $586.806 $+586.806 $
Bank of New York Mellon CorpBK567.796 $+34.873 $532.923 $+83.386 $449.537 $+35.722 $413.815 $+413.815 $
SOUTHERN COSO475.850 $-41.310 $517.160 $-11.505 $528.665 $-5.289 $533.954 $+533.954 $
TORONTO DOMINION BANKTD460.638 $-25.138 $485.776 $+485.776 $
DOVER CorpDOV387.161 $+36.318 $350.843 $-115.294 $466.137 $+4.801 $461.336 $+461.336 $
CONOCOPHILLIPSCOP384.643 $-8.095 $392.738 $-3.015 $395.753 $-67.385 $463.138 $+463.138 $
XCEL ENERGY INCXEL398.032 $-36.591 $434.623 $+67.632 $366.991 $-14.496 $381.487 $+381.487 $
Otis Worldwide CorpOTIS346.605 $-18.658 $365.263 $-31.906 $397.169 $-19.346 $416.515 $+416.515 $
NOVARTIS AGNVS401.615 $+8.816 $392.799 $+22.145 $370.654 $-4.253 $374.907 $+374.907 $
GENERAL DYNAMICS CORPGD350.463 $+56.521 $293.942 $+42.531 $251.411 $+19.445 $231.966 $+231.966 $
DTE ENERGY CODTE229.326 $-22.278 $251.604 $-81.665 $333.269 $+62.398 $270.871 $+270.871 $
COMCAST CORPCMCSA207.906 $-41.531 $249.437 $-83.069 $332.506 $+332.506 $
TARGET CORPTGT328.929 $+328.929 $
NVR INCNVR328.175 $+46.962 $281.213 $+22.715 $258.498 $+4.944 $253.554 $+253.554 $
METLIFE INCMET308.576 $-13.408 $321.984 $+7.622 $314.362 $+508 $313.854 $+313.854 $
CONSOLIDATED EDISON INCED267.568 $-3.233 $270.801 $-9.577 $280.378 $-33.034 $313.412 $+313.412 $
STATE STREET CORPSTT310.140 $+31.252 $278.888 $+23.247 $255.641 $+40.411 $215.230 $+215.230 $
KLA CORPKLAC212.639 $-96.670 $309.309 $+309.309 $
EVERSOURCE ENERGYES271.003 $-36.678 $307.681 $+32.524 $275.157 $-2.164 $277.321 $+277.321 $
Aon plcAON221.191 $-84.911 $306.102 $+306.102 $
MCKESSON CORPMCK305.968 $+17.811 $288.157 $+14.830 $273.327 $+5.477 $267.850 $+267.850 $
ALLSTATE CORPALL254.776 $-7.956 $262.732 $+16.329 $246.403 $-9.743 $256.146 $+256.146 $
PAYCHEX INCPAYX219.645 $-35.688 $255.333 $+255.333 $
AFLAC INCAFL248.218 $-4.224 $252.442 $+13.259 $239.183 $-12.996 $252.179 $+252.179 $
CVS HEALTH CorpCVS249.984 $+249.984 $
Zoetis Inc.ZTS210.701 $-16.050 $226.751 $-12.650 $239.401 $+239.401 $
MANULIFE FINANCIAL CORPMFC230.015 $+27.389 $202.626 $+202.626 $
WELLTOWER INC.WELL225.331 $+6.931 $218.400 $+8.502 $209.898 $+209.898 $
BP PLCBP223.859 $+223.859 $
ROPER TECHNOLOGIES INCROP208.597 $-10.727 $219.324 $+219.324 $
Eaton Vance Municipal Income TrustEVN144.324 $-4.158 $148.482 $+11.267 $137.215 $-402 $137.617 $+137.617 $
1.689.073.555 $+76.056.073 $1.626.829.137 $+98.651.853 $1.529.038.571 $+41.991.550 $1.487.790.087 $+1.487.790.087 $
Erweiterte Einstellungen ×