Investments: EADS & HEALD 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. ($)
206.714.223 $+206.505.303 $209.468 $+8.013 $202.397 $+6.496 $196.869 $+196.869 $
BANK OF AMERICA CORP /DE/BAC72.416.581 $+72.343.877 $72.704 $+2.957 $69.747 $+207 $69.540 $+69.540 $
BECK MACK & OLIVER LLC8.050.208 $+8.042.661 $7.547 $+1.194 $6.353 $+129 $6.224 $+6.224 $
NVIDIA CORPNVDA7.458.694 $+7.450.585 $8.109 $+958 $7.151 $+1.825 $5.326 $+5.326 $
COZAD ASSET MANAGEMENT INC6.476.021 $+6.469.316 $6.705 $+101 $6.604 $+1.286 $5.318 $+5.318 $
JAMES INVESTMENT RESEARCH, INC.5.441.090 $+5.433.802 $7.288 $+358 $6.930 $+1.040 $5.890 $+5.890 $
Walmart Inc.WMT3.942.020 $+3.938.218 $3.802 $+148 $3.654 $+164 $3.490 $+3.490 $
LAM RESEARCH CORPLRCX3.935.086 $+3.931.822 $3.264 $+915 $2.349 $+654 $1.695 $+1.695 $
JPMORGAN CHASE & COJPM3.750.190 $+3.746.416 $3.774 $+146 $3.628 $+361 $3.267 $+3.267 $
APPFOLIO INCAPPF3.739.538 $+3.735.933 $3.605 $+603 $3.002 $-314 $3.316 $+3.316 $
AMAZON COM INCAMZN3.408.519 $+3.405.210 $3.309 $-49 $3.358 $+327 $3.031 $+3.031 $
AMERICAN EXPRESS COAXP3.357.629 $+3.354.517 $3.112 $+34 $3.078 $+310 $2.768 $+2.768 $
CATERPILLAR INCCAT3.036.154 $+3.033.408 $2.746 $+404 $2.342 $+295 $2.047 $+2.047 $
VISA INC.V2.876.173 $+2.873.328 $2.845 $-178 $3.023 $-87 $3.110 $+3.110 $
MICROSOFT CORPMSFT2.867.025 $+2.863.868 $3.157 $+68 $3.089 $+663 $2.426 $+2.426 $
ANALOG DEVICES INCADI2.838.108 $+2.835.494 $2.614 $+71 $2.543 $+338 $2.205 $+2.205 $
STRYKER CORPSYK2.736.686 $+2.733.753 $2.933 $-241 $3.174 $+97 $3.077 $+3.077 $
AFLAC INCAFL2.697.425 $+2.694.575 $2.850 $+137 $2.713 $-241 $2.954 $+2.954 $
EMERSON ELECTRIC COEMR2.641.725 $+2.639.075 $2.650 $-85 $2.735 $+530 $2.205 $+2.205 $
AMGEN INCAMGN2.524.084 $+2.521.905 $2.179 $+24 $2.155 $-277 $2.432 $+2.432 $
NETFLIX INCNFLX2.300.870 $+2.297.851 $3.019 $-452 $3.471 $+615 $2.856 $+2.856 $
ADVANCED MICRO DEVICES INCAMD2.216.984 $+2.215.221 $1.763 $+216 $1.547 $+558 $989 $+989 $
MCDONALDS CORPMCD2.180.921 $+2.178.737 $2.184 $+66 $2.118 $-175 $2.293 $+2.293 $
CHEVRON CORPCVX2.095.887 $+2.093.817 $2.070 $+153 $1.917 $-183 $2.100 $+2.100 $
JOHNSON & JOHNSONJNJ2.070.949 $+2.069.062 $1.887 $+364 $1.523 $-137 $1.660 $+1.660 $
PEPSICO INCPEP2.063.401 $+2.061.408 $1.993 $+151 $1.842 $-90 $1.932 $+1.932 $
SHERWIN WILLIAMS COSHW2.045.504 $+2.043.320 $2.184 $+27 $2.157 $-65 $2.222 $+2.222 $
PROCTER & GAMBLE CoPG2.023.953 $+2.021.771 $2.182 $-76 $2.258 $-138 $2.396 $+2.396 $
EXXON MOBIL CORPXOM1.973.498 $+1.971.639 $1.859 $+83 $1.776 $-210 $1.986 $+1.986 $
FASTENAL COFAST1.918.053 $+1.915.667 $2.386 $+281 $2.105 $+72 $2.033 $+2.033 $
HUBBELL INCHUBB1.767.558 $+1.766.013 $1.545 $+463 $1.082 $+1.082 $
RTX CorpRTX1.764.858 $+1.763.538 $1.320 $+169 $1.151 $+83 $1.068 $+1.068 $
COLGATE PALMOLIVE COCL1.639.191 $+1.637.543 $1.648 $-229 $1.877 $-49 $1.926 $+1.926 $
NEXTERA ENERGY INCNEE1.612.263 $+1.610.749 $1.514 $+172 $1.342 $-36 $1.378 $+1.378 $
DOVER CorpDOV1.582.166 $+1.580.790 $1.376 $-121 $1.497 $+9 $1.488 $+1.488 $
CINTAS CORPCTAS1.550.449 $+1.548.719 $1.730 $-205 $1.935 $+45 $1.890 $+1.890 $
DEAN INVESTMENT ASSOCIATES, LLC1.516.407 $+1.514.748 $1.659 $+270 $1.389 $+41 $1.348 $+1.348 $
GOLDMAN SACHS GROUP INCGS1.508.364 $+1.506.972 $1.392 $+144 $1.248 $+288 $960 $+960 $
BAHL & GAYNOR INC1.456.777 $+1.454.984 $1.793 $+427 $1.366 $-364 $1.730 $+1.730 $
STARBUCKS CORPSBUX1.448.555 $+1.447.047 $1.508 $-125 $1.633 $-167 $1.800 $+1.800 $
Avery Dennison CorpAVY1.352.642 $+1.351.411 $1.231 $-111 $1.342 $-32 $1.374 $+1.374 $
Edwards Lifesciences CorpEW1.305.433 $+1.304.196 $1.237 $-44 $1.281 $+39 $1.242 $+1.242 $
Walt Disney CoDIS1.189.215 $+1.188.037 $1.178 $-147 $1.325 $+323 $1.002 $+1.002 $
MORGAN STANLEYMS1.097.668 $+1.096.647 $1.021 $+75 $946 $+123 $823 $+823 $
ROPER TECHNOLOGIES INCROP1.033.823 $+1.032.668 $1.155 $-193 $1.348 $-68 $1.416 $+1.416 $
FREEPORT-MCMORAN INCFCX987.713 $+986.939 $774 $-49 $823 $+64 $759 $+759 $
ELI LILLY & CoLLY976.454 $+975.707 $747 $-42 $789 $-96 $885 $+885 $
BALL CorpBALL922.208 $+921.232 $976 $-136 $1.112 $+29 $1.083 $+1.083 $
NICOLET BANKSHARES INCNIC909.205 $+908.643 $562 $-43 $605 $-56 $661 $+661 $
PACCAR INCPCAR887.907 $+887.089 $818 $+8 $810 $-53 $863 $+863 $
FACTSET RESEARCH SYSTEMS INCFDS876.954 $+876.019 $935 $-557 $1.492 $-37 $1.529 $+1.529 $
BECTON DICKINSON & COBDX870.986 $+870.181 $805 $+9 $796 $-281 $1.077 $+1.077 $
LOCKHEED MARTIN CORPLMT864.318 $+863.383 $935 $+18 $917 $+33 $884 $+884 $
CVS HEALTH CorpCVS862.088 $+861.238 $850 $+46 $804 $+51 $753 $+753 $
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC816.464 $+815.527 $937 $-67 $1.004 $-100 $1.104 $+1.104 $
EOG RESOURCES INCEOG749.141 $+748.247 $894 $-42 $936 $-111 $1.047 $+1.047 $
GENUINE PARTS COGPC744.726 $+743.881 $845 $+92 $753 $-70 $823 $+823 $
DEERE & CODE731.410 $+730.655 $755 $-76 $831 $+10 $821 $+821 $
FISERV INCFISV714.823 $+713.076 $1.747 $-758 $2.505 $-777 $3.282 $+3.282 $
Accenture plcACN692.214 $+691.286 $928 $-308 $1.236 $+521 $715 $+715 $
UNITEDHEALTH GROUP INCUNH689.930 $+689.001 $929 $-208 $1.137 $-1.361 $2.498 $+2.498 $
Archer-Daniels-Midland CoADM568.174 $+567.542 $632 $+26 $606 $+59 $547 $+547 $
MEYER HANDELMAN CO554.547 $+554.013 $534 $+45 $489 $-155 $644 $+644 $
VERIZON COMMUNICATIONS INCVZ534.541 $+533.947 $594 $-15 $609 $-39 $648 $+648 $
CITIGROUP INCC529.430 $+528.896 $534 $+232 $302 $+38 $264 $+264 $
FIFTH THIRD BANCORPFITB520.527 $+520.022 $505 $+58 $447 $+89 $358 $+358 $
Mastercard IncMA509.225 $+508.723 $502 $+6 $496 $-5 $501 $+501 $
Shell plcSHEL490.552 $+490.306 $246 $-21 $267 $-18 $285 $+285 $
CONOCOPHILLIPSCOP421.151 $+420.637 $514 $+119 $395 $-163 $558 $+558 $
AVNET INCAVT327.040 $+326.473 $567 $-70 $637 $+112 $525 $+525 $
RIO TINTO PLCRIO325.482 $+325.256 $226 $-9 $235 $-15 $250 $+250 $
LINCOLN NATIONAL CORPLNC293.809 $+293.538 $271 $+27 $244 $-20 $264 $+264 $
QUEST DIAGNOSTICS INCDGX269.492 $+269.203 $289 $+8 $281 $+17 $264 $+264 $
PFIZER INCPFE262.097 $+261.877 $220 $-16 $236 $+236 $
GRACO INCGGG261.484 $+261.213 $271 $-3 $274 $+8 $266 $+266 $
AT&T INC.T231.310 $+231.048 $262 $-21 $283 $-27 $310 $+310 $
GSK plcGSK210.431 $+210.431 $
BP PLCBP200.045 $+199.756 $289 $+289 $
KORNITZER CAPITAL MANAGEMENT INC /KS905 $+53 $852 $+852 $
SYNOPSYS INCSNPS427 $+427 $
CHEMED CORPCHE273 $-75 $348 $+348 $
Alcoa CorpAA237 $+237 $
HP INCHPQ207 $+207 $
MCCORMICK & CO INCMKC206 $+206 $
GENERAL DYNAMICS CORPGD203 $+203 $
206.714.223 $+206.505.303 $209.468 $+8.013 $202.397 $+6.496 $196.869 $+196.869 $
Erweiterte Einstellungen ×