Investments: WELCH & FORBES LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
8.062.857.153 $-63.109.896 $8.127.100.786 $+8.127.100.786 $
BANK OF AMERICA CORP /DE/BAC3.214.434.429 $-65.706.703 $3.280.141.132 $+3.280.141.132 $
NVIDIA CORPNVDA622.408.928 $-23.558.755 $645.967.683 $+645.967.683 $
ALPHA PRO TECH LTDAPT504.250.685 $+106.863.083 $397.387.602 $+397.387.602 $
MICROSOFT CORPMSFT429.194.195 $-34.262.277 $463.456.472 $+463.456.472 $
APPFOLIO INCAPPF462.759.410 $+24.212.588 $438.546.822 $+438.546.822 $
JPMORGAN CHASE & COJPM214.584.703 $+2.840.261 $211.744.442 $+211.744.442 $
RTX CorpRTX206.002.164 $+14.992.117 $191.010.047 $+191.010.047 $
STRYKER CORPSYK180.121.160 $-9.749.637 $189.870.797 $+189.870.797 $
ELI LILLY & CoLLY180.350.648 $+52.017.100 $128.333.548 $+128.333.548 $
JOHNSON & JOHNSONJNJ138.676.126 $+13.358.954 $125.317.172 $+125.317.172 $
AMAZON COM INCAMZN129.990.075 $+9.199.248 $120.790.827 $+120.790.827 $
PROCTER & GAMBLE CoPG110.094.709 $-10.962.368 $121.057.077 $+121.057.077 $
FISERV INCFISV37.439.553 $-75.035.933 $112.475.486 $+112.475.486 $
ROPER TECHNOLOGIES INCROP86.561.487 $-13.043.974 $99.605.461 $+99.605.461 $
MCDONALDS CORPMCD93.646.983 $+166.356 $93.480.627 $+93.480.627 $
RESMED INCRMD79.094.814 $-11.191.340 $90.286.154 $+90.286.154 $
WATSCO INCWSO71.001.601 $-15.207.931 $86.209.532 $+86.209.532 $
AbbVie Inc.ABBV79.045.476 $-1.616.379 $80.661.855 $+80.661.855 $
CHEVRON CORPCVX62.136.895 $-2.340.850 $64.477.745 $+64.477.745 $
PEPSICO INCPEP61.594.947 $-314.683 $61.909.630 $+61.909.630 $
BERKSHIRE HATHAWAY INCBRK-B60.384.768 $-1.029.104 $61.413.872 $+61.413.872 $
Walmart Inc.WMT59.629.949 $+5.072.866 $54.557.083 $+54.557.083 $
Booking Holdings Inc.BKNG57.061.059 $-932.597 $57.993.656 $+57.993.656 $
NEXTERA ENERGY INCNEE54.271.449 $+3.488.509 $50.782.940 $+50.782.940 $
LINDE PLCLIN44.587.270 $-4.697.306 $49.284.576 $+49.284.576 $
PAYCHEX INCPAYX41.335.315 $-5.761.726 $47.097.041 $+47.097.041 $
SMITH A O CORPAOS39.179.460 $-4.522.296 $43.701.756 $+43.701.756 $
Palo Alto Networks IncPANW43.180.740 $+13.141.458 $30.039.282 $+30.039.282 $
CINTAS CORPCTAS35.828.664 $-3.656.795 $39.485.459 $+39.485.459 $
CARMAX INCKMX17.255.582 $-19.458.078 $36.713.660 $+36.713.660 $
AFLAC INCAFL35.424.040 $-1.061.102 $36.485.142 $+36.485.142 $
EXXON MOBIL CORPXOM34.779.931 $+1.943.051 $32.836.880 $+32.836.880 $
ORACLE CORPORCL21.957.598 $-10.355.477 $32.313.075 $+32.313.075 $
AMERICAN EXPRESS COAXP32.276.677 $+3.126.655 $29.150.022 $+29.150.022 $
VERIZON COMMUNICATIONS INCVZ27.071.844 $-3.788.153 $30.859.997 $+30.859.997 $
DOVER CorpDOV28.150.093 $+2.158.460 $25.991.633 $+25.991.633 $
Accenture plcACN23.625.085 $-3.894.988 $27.520.073 $+27.520.073 $
GSK plcGSK25.431.997 $+3.049.351 $22.382.646 $+22.382.646 $
BlackRock, Inc.BLK21.772.792 $-1.762.870 $23.535.662 $+23.535.662 $
Otis Worldwide CorpOTIS21.538.814 $-1.495.923 $23.034.737 $+23.034.737 $
CUMMINS INCCMI22.648.708 $+3.606.126 $19.042.582 $+19.042.582 $
COCA COLA COKO19.825.610 $+672.783 $19.152.827 $+19.152.827 $
EQUINIX INCEQIX19.291.132 $+169.130 $19.122.002 $+19.122.002 $
SYNOPSYS INCSNPS16.701.379 $+7.783.351 $8.918.028 $+8.918.028 $
Edwards Lifesciences CorpEW15.487.473 $+1.284.796 $14.202.677 $+14.202.677 $
EMERSON ELECTRIC COEMR15.020.461 $-360.925 $15.381.386 $+15.381.386 $
COGNEX CORPCGNX11.896.368 $-3.465.650 $15.362.018 $+15.362.018 $
GENERAL ELECTRIC COGE13.948.626 $+22.978 $13.925.648 $+13.925.648 $
COMCAST CORPCMCSA7.606.423 $-4.203.373 $11.809.796 $+11.809.796 $
CATERPILLAR INCCAT11.116.550 $+1.838.837 $9.277.713 $+9.277.713 $
BOSTON SCIENTIFIC CORPBSX10.654.314 $-274.488 $10.928.802 $+10.928.802 $
SHERWIN WILLIAMS COSHW8.753.026 $-626.467 $9.379.493 $+9.379.493 $
PFIZER INCPFE8.856.018 $-459.934 $9.315.952 $+9.315.952 $
BECTON DICKINSON & COBDX7.993.955 $-917.230 $8.911.185 $+8.911.185 $
NOVARTIS AGNVS8.422.226 $+580.861 $7.841.365 $+7.841.365 $
STARBUCKS CORPSBUX7.634.159 $-666.965 $8.301.124 $+8.301.124 $
3M COMMM8.180.634 $+89.391 $8.091.243 $+8.091.243 $
AMGEN INCAMGN8.160.172 $+1.061.148 $7.099.024 $+7.099.024 $
Mastercard IncMA7.795.936 $-87.771 $7.883.707 $+7.883.707 $
Duke Energy CORPDUK7.408.265 $-423.649 $7.831.914 $+7.831.914 $
ANALOG DEVICES INCADI7.161.580 $+519.074 $6.642.506 $+6.642.506 $
ISHARES GOLD TRUSTIAU7.052.296 $+729.814 $6.322.482 $+6.322.482 $
Haleon plcHLN6.505.795 $+733.590 $5.772.205 $+5.772.205 $
BALL CorpBALL4.136.445 $-1.611.512 $5.747.957 $+5.747.957 $
INTEL CORPINTC5.507.923 $+585.932 $4.921.991 $+4.921.991 $
SYSCO CORPSYY4.221.487 $-1.222.015 $5.443.502 $+5.443.502 $
INTUITIVE SURGICAL INCISRG5.273.379 $+1.076.569 $4.196.810 $+4.196.810 $
STATE STREET CORPSTT5.028.684 $+486.542 $4.542.142 $+4.542.142 $
Walt Disney CoDIS3.916.770 $-408.475 $4.325.245 $+4.325.245 $
Medtronic plcMDT3.945.675 $-293.933 $4.239.608 $+4.239.608 $
UNITED PARCEL SERVICE INCUPS4.151.110 $+515.875 $3.635.235 $+3.635.235 $
ROLLINS INCROL4.132.742 $+88.138 $4.044.604 $+4.044.604 $
TORONTO DOMINION BANKTD4.119.742 $+503.282 $3.616.460 $+3.616.460 $
COLGATE PALMOLIVE COCL3.775.500 $-336.218 $4.111.718 $+4.111.718 $
AT&T INC.T3.300.118 $-479.269 $3.779.387 $+3.779.387 $
LOCKHEED MARTIN CORPLMT3.543.664 $-121.343 $3.665.007 $+3.665.007 $
ICON PLCICLR3.409.337 $+130.712 $3.278.625 $+3.278.625 $
ALLIANT ENERGY CORPLNT3.267.663 $-120.633 $3.388.296 $+3.388.296 $
FASTENAL COFAST2.655.966 $-589.697 $3.245.663 $+3.245.663 $
Fortive CorpFTV3.190.870 $+282.028 $2.908.842 $+2.908.842 $
DEERE & CODE2.970.805 $+21.935 $2.948.870 $+2.948.870 $
CONOCOPHILLIPSCOP2.551.062 $-34.751 $2.585.813 $+2.585.813 $
Eaton Vance Municipal Income TrustEVN2.214.236 $-63.793 $2.278.029 $+2.278.029 $
HUBBELL INCHUBB2.232.542 $+69.374 $2.163.168 $+2.163.168 $
Parker-Hannifin CorpPH2.201.801 $+267.755 $1.934.046 $+1.934.046 $
GLOBAL PARTNERS LPGLP1.566.027 $-230.133 $1.796.160 $+1.796.160 $
Veralto CorpVLTO1.370.579 $-164.295 $1.534.874 $+1.534.874 $
WATTS WATER TECHNOLOGIES INCWTS1.457.387 $-17.211 $1.474.598 $+1.474.598 $
COPART INCCPRT1.270.652 $-188.894 $1.459.546 $+1.459.546 $
GENERAL DYNAMICS CORPGD1.400.171 $-18.389 $1.418.560 $+1.418.560 $
ALLSTATE CORPALL1.340.277 $-41.853 $1.382.130 $+1.382.130 $
CVS HEALTH CorpCVS1.365.231 $+81.337 $1.283.894 $+1.283.894 $
GOLDMAN SACHS GROUP INCGS1.256.970 $+126.946 $1.130.024 $+1.130.024 $
Eaton Corp plcETN1.085.802 $-170.183 $1.255.985 $+1.255.985 $
ADVANCED MICRO DEVICES INCAMD1.201.223 $+292.448 $908.775 $+908.775 $
MCCORMICK & CO INCMKC1.169.664 $+686.438 $483.226 $+483.226 $
UNITEDHEALTH GROUP INCUNH1.010.797 $-103.831 $1.114.628 $+1.114.628 $
SPS COMMERCE INCSPSC1.031.200 $+6.734 $1.024.466 $+1.024.466 $
MORGAN STANLEYMS1.021.863 $+84.317 $937.546 $+937.546 $
Ralliant CorpRAL978.801 $+124.532 $854.269 $+854.269 $
Phillips 66PSX896.310 $-72.562 $968.872 $+968.872 $
UNILEVER PLCUL877.144 $-20.119 $897.263 $+897.263 $
CSX CORPCSX846.764 $+17.285 $829.479 $+829.479 $
ASML HOLDING NVASML802.395 $+76.328 $726.067 $+726.067 $
STERIS plcSTE706.306 $+16.938 $689.368 $+689.368 $
NICOLET BANKSHARES INCNIC600.789 $-104.045 $704.834 $+704.834 $
GARTNER INCIT655.928 $-27.534 $683.462 $+683.462 $
HERSHEY COHSY636.930 $-23.357 $660.287 $+660.287 $
SOUTHERN COSO568.545 $-51.818 $620.363 $+620.363 $
Shell plcSHEL575.789 $+15.278 $560.511 $+560.511 $
TARGET CORPTGT412.115 $-145.460 $557.575 $+557.575 $
ENBRIDGE INCENB492.313 $-39.788 $532.101 $+532.101 $
Constellation Energy CorpCEG530.258 $+31.386 $498.872 $+498.872 $
TYLER TECHNOLOGIES INCTYL453.950 $-69.210 $523.160 $+523.160 $
TopBuild CorpBLD508.554 $+32.095 $476.459 $+476.459 $
SCHWAB CHARLES CORPSCHW461.687 $+17.082 $444.605 $+444.605 $
EVERSOURCE ENERGYES424.045 $-33.244 $457.289 $+457.289 $
FORMFACTOR INCFORM446.240 $+154.880 $291.360 $+291.360 $
GENUINE PARTS COGPC271.005 $-158.933 $429.938 $+429.938 $
MICRON TECHNOLOGY INCMU422.692 $+174.891 $247.801 $+247.801 $
BP PLCBP411.655 $+3.201 $408.454 $+408.454 $
NETFLIX INCNFLX311.564 $-57.704 $369.268 $+369.268 $
KLA CORPKLAC364.524 $+33.395 $331.129 $+331.129 $
AGNICO EAGLE MINES LTDAEM357.878 $+2.048 $355.830 $+355.830 $
TELEFONICA S ATEFOF344.018 $+344.018 $
MCKESSON CORPMCK251.829 $-88.089 $339.918 $+339.918 $
ENTEGRIS INCENTG308.270 $-30.042 $338.312 $+338.312 $
PALATIN TECHNOLOGIES INCPTNT323.328 $-12.142 $335.470 $+335.470 $
NORTHERN TRUST CORPNTRS325.085 $+4.737 $320.348 $+320.348 $
BOEING COBA318.949 $+1.894 $317.055 $+317.055 $
MCGRATH RENTCORPMGRC272.818 $-32.162 $304.980 $+304.980 $
LINDSAY CORPLNN295.176 $+295.176 $
BHP Group LtdBHP218.479 $-66.905 $285.384 $+285.384 $
BARRICK MINING CORPB283.075 $+70.070 $213.005 $+213.005 $
Zoetis Inc.ZTS281.228 $+281.228 $
Unum GroupUNM276.831 $-999 $277.830 $+277.830 $
HP INCHPQ222.800 $-49.501 $272.301 $+272.301 $
METLIFE INCMET258.766 $-11.244 $270.010 $+270.010 $
LINCOLN NATIONAL CORPLNC267.180 $+25.200 $241.980 $+241.980 $
Hewlett Packard Enterprise CoHPE257.014 $-5.778 $262.792 $+262.792 $
Solventum CorpSOLV253.568 $+6.828 $246.740 $+246.740 $
TEXTRON INCTXT251.050 $+7.719 $243.331 $+243.331 $
UBS Group AGUBS231.921 $+26.593 $205.328 $+205.328 $
TransDigm Group INCTDG231.395 $+2.060 $229.335 $+229.335 $
Aon plcAON216.315 $-2.269 $218.584 $+218.584 $
MPLX LPMPLX215.028 $+13.780 $201.248 $+201.248 $
HALLIBURTON COHAL214.776 $+214.776 $
HUBSPOT INCHUBS213.315 $+213.315 $
Amcor plcAMCR95.910 $+1.840 $94.070 $+94.070 $
8.062.857.153 $-63.109.896 $8.127.100.786 $+8.127.100.786 $
Erweiterte Einstellungen ×