Investments: BOSTON FAMILY OFFICE LLC

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. ($)
1.442.356 $+3.288 $1.444.015 $+57.411 $1.386.605 $+80.301 $1.307.165 $+1.307.165 $
BANK OF AMERICA CORP /DE/BAC687.094 $+624 $686.470 $-25.026 $711.496 $+30.073 $681.423 $+681.423 $
ALPHA PRO TECH LTDAPT82.280 $+17.042 $65.238 $+17.753 $47.485 $+6.377 $41.108 $+41.108 $
APPFOLIO INCAPPF77.868 $+2.796 $75.072 $+13.950 $61.122 $-5.023 $66.145 $+66.145 $
MICROSOFT CORPMSFT66.725 $-5.556 $72.281 $+2.607 $69.674 $+17.723 $51.951 $+51.951 $
AMAZON COM INCAMZN59.701 $+3.328 $56.373 $-159 $56.532 $+9.367 $47.165 $+47.165 $
BERKSHIRE HATHAWAY INCBRK-B34.210 $+2.303 $31.907 $+1.041 $30.866 $-3.227 $34.093 $+34.093 $
NVIDIA CORPNVDA26.880 $+576 $26.304 $+6.200 $20.104 $+6.450 $13.654 $+13.654 $
STRYKER CORPSYK24.385 $-156 $24.541 $-1.725 $26.266 $+2.253 $24.013 $+24.013 $
Palo Alto Networks IncPANW22.747 $-1.415 $24.162 $+1.558 $22.604 $+4.403 $18.201 $+18.201 $
NEXTERA ENERGY INCNEE21.778 $+845 $20.933 $+1.596 $19.337 $-345 $19.682 $+19.682 $
ROPER TECHNOLOGIES INCROP17.904 $-2.617 $20.521 $+414 $20.107 $-1.146 $21.253 $+21.253 $
ELI LILLY & CoLLY20.356 $+5.917 $14.439 $+7.394 $7.045 $+2.683 $4.362 $+4.362 $
CHEVRON CORPCVX16.763 $-762 $17.525 $+1.184 $16.341 $-2.280 $18.621 $+18.621 $
AbbVie Inc.ABBV16.274 $-1.088 $17.362 $+4.001 $13.361 $-1.854 $15.215 $+15.215 $
SYNOPSYS INCSNPS3.407 $-13.807 $17.214 $+14.468 $2.746 $+838 $1.908 $+1.908 $
MCCORMICK & CO INCMKC9.682 $-4.328 $14.010 $-936 $14.946 $-1.319 $16.265 $+16.265 $
ZEBRA TECHNOLOGIES CORPZBRA12.623 $-2.864 $15.487 $-619 $16.106 $+23 $16.083 $+16.083 $
Eaton Corp plcETN13.201 $-2.304 $15.505 $+581 $14.924 $+3.616 $11.308 $+11.308 $
JOHNSON & JOHNSONJNJ15.203 $+1.314 $13.889 $+2.052 $11.837 $-2.296 $14.133 $+14.133 $
JPMORGAN CHASE & COJPM14.486 $-12 $14.498 $+1.103 $13.395 $+1.881 $11.514 $+11.514 $
PROCTER & GAMBLE CoPG8.600 $-662 $9.262 $-442 $9.704 $-902 $10.606 $+10.606 $
Parker-Hannifin CorpPH9.896 $+1.303 $8.593 $+736 $7.857 $+1.013 $6.844 $+6.844 $
Walt Disney CoDIS9.019 $-50 $9.069 $-709 $9.778 $+1.899 $7.879 $+7.879 $
PEPSICO INCPEP9.104 $-86 $9.190 $+604 $8.586 $-999 $9.585 $+9.585 $
NICOLET BANKSHARES INCNIC8.102 $-1.016 $9.118 $-146 $9.264 $+734 $8.530 $+8.530 $
MCDONALDS CORPMCD8.626 $+639 $7.987 $+318 $7.669 $-598 $8.267 $+8.267 $
TE Connectivity plcTEL8.210 $-361 $8.571 $+1.987 $6.584 $+1.016 $5.568 $+5.568 $
SHERWIN WILLIAMS COSHW7.688 $-562 $8.250 $-66 $8.316 $-253 $8.569 $+8.569 $
ASML HOLDING NVASML8.314 $+645 $7.669 $+1.374 $6.295 $+1.366 $4.929 $+4.929 $
NETFLIX INCNFLX6.503 $-636 $7.139 $-238 $7.377 $+3.299 $4.078 $+4.078 $
PALATIN TECHNOLOGIES INCPTNT6.707 $-199 $6.906 $+2.257 $4.649 $+1.779 $2.870 $+2.870 $
ANALOG DEVICES INCADI5.902 $+586 $5.316 $+292 $5.024 $+558 $4.466 $+4.466 $
ASSOCIATED BANC-CORPASB5.081 $+287 $4.794 $-647 $5.441 $-193 $5.634 $+5.634 $
Zoetis Inc.ZTS5.148 $-219 $5.367 $-110 $5.477 $+5.477 $
Trane Technologies plcTT4.396 $-370 $4.766 $-175 $4.941 $+1.118 $3.823 $+3.823 $
AMERICAN EXPRESS COAXP4.776 $+423 $4.353 $+165 $4.188 $+637 $3.551 $+3.551 $
HUBBELL INCHUBB4.716 $+147 $4.569 $+233 $4.336 $+798 $3.538 $+3.538 $
WELLTOWER INC.WELL4.091 $-476 $4.567 $+611 $3.956 $-2 $3.958 $+3.958 $
EXXON MOBIL CORPXOM4.284 $+268 $4.016 $+338 $3.678 $-328 $4.006 $+4.006 $
ORACLE CORPORCL2.751 $-1.281 $4.032 $+855 $3.177 $+1.161 $2.016 $+2.016 $
CATERPILLAR INCCAT3.427 $+1.655 $1.772 $+513 $1.259 $+170 $1.089 $+1.089 $
COCA COLA COKO3.123 $+172 $2.951 $-270 $3.221 $-73 $3.294 $+3.294 $
RTX CorpRTX3.275 $+296 $2.979 $+715 $2.264 $+554 $1.710 $+1.710 $
UNITEDHEALTH GROUP INCUNH2.088 $-148 $2.236 $+312 $1.924 $-1.116 $3.040 $+3.040 $
AMGEN INCAMGN3.000 $+411 $2.589 $+45 $2.544 $+34 $2.510 $+2.510 $
BOSTON SCIENTIFIC CORPBSX2.825 $+1.677 $1.148 $-96 $1.244 $+84 $1.160 $+1.160 $
Medtronic plcMDT2.635 $-77 $2.712 $+244 $2.468 $+96 $2.372 $+2.372 $
BlackRock, Inc.BLK2.423 $+239 $2.184 $+82 $2.102 $-539 $2.641 $+2.641 $
VERIZON COMMUNICATIONS INCVZ1.681 $-721 $2.402 $+51 $2.351 $-185 $2.536 $+2.536 $
AFLAC INCAFL2.316 $-30 $2.346 $+131 $2.215 $-143 $2.358 $+2.358 $
FISERV INCFISV347 $-1.380 $1.727 $-582 $2.309 $+674 $1.635 $+1.635 $
TYLER TECHNOLOGIES INCTYL1.906 $-97 $2.003 $-282 $2.285 $+44 $2.241 $+2.241 $
Walmart Inc.WMT2.230 $+162 $2.068 $+114 $1.954 $+188 $1.766 $+1.766 $
3M COMMM1.940 $+40 $1.900 $+10 $1.890 $+67 $1.823 $+1.823 $
FEDEX CORPFDX1.386 $+113 $1.273 $+34 $1.239 $-523 $1.762 $+1.762 $
PFIZER INCPFE1.553 $-138 $1.691 $+75 $1.616 $-90 $1.706 $+1.706 $
NOVARTIS AGNVS1.384 $-225 $1.609 $+47 $1.562 $+120 $1.442 $+1.442 $
Sandisk CorpSNDK1.598 $+1.598 $
Accenture plcACN1.579 $+470 $1.109 $-403 $1.512 $+83 $1.429 $+1.429 $
Bank of New York Mellon CorpBK1.554 $+71 $1.483 $+243 $1.240 $+99 $1.141 $+1.141 $
TARGET CORPTGT1.370 $+113 $1.257 $-126 $1.383 $-136 $1.519 $+1.519 $
GOLDMAN SACHS GROUP INCGS1.471 $+453 $1.018 $+756 $262 $+60 $202 $+202 $
COMCAST CORPCMCSA871 $-226 $1.097 $-187 $1.284 $-46 $1.330 $+1.330 $
BECTON DICKINSON & COBDX781 $-164 $945 $+53 $892 $-402 $1.294 $+1.294 $
HOLOGIC INCHOLX775 $-507 $1.282 $+44 $1.238 $+65 $1.173 $+1.173 $
INNODATA INCINOD836 $-428 $1.264 $+424 $840 $+251 $589 $+589 $
STATE STREET CORPSTT1.224 $+1.224 $
STERIS plcSTE1.174 $+29 $1.145 $+33 $1.112 $+63 $1.049 $+1.049 $
EMERSON ELECTRIC COEMR1.063 $-20 $1.083 $-70 $1.153 $+192 $961 $+961 $
GATX CORPGATX1.055 $-97 $1.152 $+115 $1.037 $-16 $1.053 $+1.053 $
LINDE PLCLIN927 $-105 $1.032 $+12 $1.020 $+622 $398 $+398 $
CONOCOPHILLIPSCOP856 $-8 $864 $+44 $820 $-140 $960 $+960 $
ISHARES GOLD TRUSTIAU684 $-217 $901 $+129 $772 $+40 $732 $+732 $
Mastercard IncMA869 $+39 $830 $+10 $820 $+20 $800 $+800 $
DEERE & CODE674 $-16 $690 $-102 $792 $+16 $776 $+776 $
WEYERHAEUSER COWY449 $-206 $655 $-24 $679 $-95 $774 $+774 $
ABB LTDABBNY773 $+21 $752 $+128 $624 $+79 $545 $+545 $
Allegion plcALLE692 $-79 $771 $+145 $626 $+59 $567 $+567 $
COLGATE PALMOLIVE COCL621 $-7 $628 $-86 $714 $-32 $746 $+746 $
NEOGEN CORPNEOG343 $+63 $280 $+42 $238 $-457 $695 $+695 $
Antero Midstream CorpAM623 $-57 $680 $+17 $663 $+33 $630 $+630 $
FASTENAL COFAST546 $-121 $667 $+96 $571 $+40 $531 $+531 $
AUTOZONE INCAZO431 $-157 $588 $+65 $523 $-118 $641 $+641 $
Shell plcSHEL615 $+13 $602 $+9 $593 $-30 $623 $+623 $
DOVER CorpDOV613 $+89 $524 $-52 $576 $+24 $552 $+552 $
STARBUCKS CORPSBUX454 $-39 $493 $-64 $557 $-49 $606 $+606 $
INSULET CORPPODD540 $-47 $587 $-10 $597 $+98 $499 $+499 $
GENERAL ELECTRIC COGE573 $+173 $400 $+159 $241 $+241 $
Avery Dennison CorpAVY546 $+59 $487 $-39 $526 $-8 $534 $+534 $
AT&T INC.T461 $-26 $487 $-13 $500 $-20 $520 $+520 $
DIAGEO PLCDEO390 $-63 $453 $-26 $479 $-19 $498 $+498 $
BOSTON FAMILY OFFICE LLC375 $-80 $455 $-39 $494 $+0 $494 $+494 $
NORTHERN TRUST CORPNTRS478 $+7 $471 $+28 $443 $+98 $345 $+345 $
SYSCO CORPSYY389 $-46 $435 $+35 $400 $-24 $424 $+424 $
CVS HEALTH CorpCVS279 $-122 $401 $+34 $367 $-7 $374 $+374 $
AGNICO EAGLE MINES LTDAEM397 $+2 $395 $+81 $314 $-54 $368 $+368 $
DOLLAR GENERAL CORPDG382 $+382 $
Veralto CorpVLTO336 $-36 $372 $+23 $349 $-19 $368 $+368 $
WATSCO INCWSO281 $-57 $338 $-31 $369 $+369 $
V F CORPVFC362 $+362 $
Otis Worldwide CorpOTIS257 $-60 $317 $-26 $343 $-14 $357 $+357 $
CRISPR Therapeutics AGCRSP332 $+332 $
MICROCHIP TECHNOLOGY INCMCHP329 $+329 $
BROWN & BROWN, INC.BRO262 $-46 $308 $+39 $269 $-23 $292 $+292 $
COPART INCCPRT204 $-30 $234 $-21 $255 $-45 $300 $+300 $
ALCON INCALC249 $+14 $235 $-44 $279 $-21 $300 $+300 $
INTEL CORPINTC292 $+26 $266 $+66 $200 $+200 $
NEW YORK TIMES CONYT292 $+51 $241 $+6 $235 $+27 $208 $+208 $
MCKESSON CORPMCK291 $+17 $274 $+14 $260 $+21 $239 $+239 $
Fortive CorpFTV216 $+15 $201 $-82 $283 $+283 $
Booking Holdings Inc.BKNG257 $+257 $
JANUS HENDERSON GROUP PLCJHG238 $+15 $223 $+223 $
UNILEVER PLCUL204 $-4 $208 $-7 $215 $+6 $209 $+209 $
WINTRUST FINANCIAL CORPWTFC210 $+210 $
Constellation Energy CorpCEG202 $+202 $
CITIGROUP INCC0 $+0 $0 $+0 $0 $+0 $0 $+0 $
1.442.356 $+3.288 $1.444.015 $+57.411 $1.386.605 $+80.301 $1.307.165 $+1.307.165 $
Erweiterte Einstellungen ×