Investments: ADELL HARRIMAN & CARPENTER INC

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. ($)
1.664.191.297 $+28.305.782 $1.635.817.200 $+140.618.273 $1.495.774.157 $+178.977.439 $1.317.041.964 $+1.317.041.964 $
BANK OF AMERICA CORP /DE/BAC716.698.955 $-11.519.969 $728.218.924 $+38.909.470 $689.309.454 $+102.341.618 $586.967.836 $+586.967.836 $
NVIDIA CORPNVDA143.401.071 $-3.584.960 $146.986.031 $+19.697.286 $127.288.745 $+36.892.422 $90.396.323 $+90.396.323 $
APPFOLIO INCAPPF108.228.376 $+7.188.094 $101.040.282 $+18.020.451 $83.019.831 $-8.481.213 $91.501.044 $+91.501.044 $
MICROSOFT CORPMSFT77.555.760 $-2.920.675 $80.476.435 $+4.269.785 $76.206.650 $+18.225.014 $57.981.636 $+57.981.636 $
ALPHA PRO TECH LTDAPT79.553.236 $+18.439.106 $61.114.130 $+16.440.214 $44.673.916 $+5.415.645 $39.258.271 $+39.258.271 $
AMAZON COM INCAMZN52.826.135 $+5.359.294 $47.466.841 $+474.402 $46.992.439 $+5.868.520 $41.123.919 $+41.123.919 $
Palo Alto Networks IncPANW40.976.262 $-4.463.430 $45.439.692 $+1.454.518 $43.985.174 $+6.500.126 $37.485.048 $+37.485.048 $
AbbVie Inc.ABBV39.001.449 $-151.225 $39.152.674 $+8.033.518 $31.119.156 $-4.665.503 $35.784.659 $+35.784.659 $
JPMORGAN CHASE & COJPM37.523.832 $+1.590.654 $35.933.178 $+2.458.699 $33.474.479 $+4.874.056 $28.600.423 $+28.600.423 $
ORACLE CORPORCL17.925.767 $-7.924.498 $25.850.265 $+6.687.713 $19.162.552 $+6.970.796 $12.191.756 $+12.191.756 $
EXXON MOBIL CORPXOM16.105.697 $-5.610.172 $21.715.869 $+746.296 $20.969.573 $-2.995.986 $23.965.559 $+23.965.559 $
Mastercard IncMA22.314.464 $+962.139 $21.352.325 $+906.471 $20.445.854 $+1.647.204 $18.798.650 $+18.798.650 $
MICRON TECHNOLOGY INCMU22.168.682 $+9.050.962 $13.117.720 $+3.746.283 $9.371.437 $+2.854.967 $6.516.470 $+6.516.470 $
Eaton Corp plcETN18.899.796 $-2.790.087 $21.689.883 $+1.612.552 $20.077.331 $+4.126.184 $15.951.147 $+15.951.147 $
Walmart Inc.WMT21.016.665 $+3.008.969 $18.007.696 $+1.764.266 $16.243.430 $+1.814.861 $14.428.569 $+14.428.569 $
RTX CorpRTX19.723.964 $+2.996.851 $16.727.113 $+3.358.571 $13.368.542 $+1.583.997 $11.784.545 $+11.784.545 $
GOLDMAN SACHS GROUP INCGS18.702.682 $+2.039.059 $16.663.623 $+1.585.010 $15.078.613 $+3.203.671 $11.874.942 $+11.874.942 $
EQUINIX INCEQIX15.800.701 $-112.574 $15.913.275 $-180.864 $16.094.139 $-184.519 $16.278.658 $+16.278.658 $
EMERSON ELECTRIC COEMR15.597.257 $+781.391 $14.815.866 $-33.499 $14.849.365 $+2.084.610 $12.764.755 $+12.764.755 $
ELI LILLY & CoLLY13.815.391 $+4.432.822 $9.382.569 $-2.328.267 $11.710.836 $-130.190 $11.841.026 $+11.841.026 $
CITIGROUP INCC13.410.627 $+3.031.720 $10.378.907 $+2.654.842 $7.724.065 $+1.898.111 $5.825.954 $+5.825.954 $
Shell plcSHEL11.516.811 $+812.278 $10.704.533 $+563.103 $10.141.430 $-140.850 $10.282.280 $+10.282.280 $
UNITEDHEALTH GROUP INCUNH1.910.129 $-266.414 $2.176.543 $-642.836 $2.819.379 $-8.416.284 $11.235.663 $+11.235.663 $
CHEVRON CORPCVX10.709.576 $+184.765 $10.524.811 $+1.126.077 $9.398.734 $-1.780.527 $11.179.261 $+11.179.261 $
COCA COLA COKO10.252.158 $+1.320.020 $8.932.138 $-146.788 $9.078.926 $+182.538 $8.896.388 $+8.896.388 $
Phillips 66PSX9.318.640 $-604.036 $9.922.676 $+1.192.883 $8.729.793 $-917.148 $9.646.941 $+9.646.941 $
CUMMINS INCCMI8.713.408 $+1.521.692 $7.191.716 $+1.618.632 $5.573.084 $-382.606 $5.955.690 $+5.955.690 $
AMGEN INCAMGN7.203.635 $+1.446.774 $5.756.861 $+345.232 $5.411.629 $-563.567 $5.975.196 $+5.975.196 $
PEPSICO INCPEP4.688.540 $+15.371 $4.673.169 $-246.799 $4.919.968 $-2.265.936 $7.185.904 $+7.185.904 $
MCDONALDS CORPMCD6.297.008 $-25.505 $6.322.513 $+280.359 $6.042.154 $-759.898 $6.802.052 $+6.802.052 $
PFIZER INCPFE6.795.173 $+300.579 $6.494.594 $+1.420.874 $5.073.720 $+1.298.418 $3.775.302 $+3.775.302 $
AT&T INC.T6.758.124 $-8.033 $6.766.157 $+1.712.081 $5.054.076 $+667.288 $4.386.788 $+4.386.788 $
JOHNSON & JOHNSONJNJ6.736.842 $+865.333 $5.871.509 $+864.365 $5.007.144 $-1.339.046 $6.346.190 $+6.346.190 $
VERIZON COMMUNICATIONS INCVZ4.567.311 $-884.963 $5.452.274 $-586.976 $6.039.250 $-147.170 $6.186.420 $+6.186.420 $
MORGAN STANLEYMS5.895.347 $+1.135.829 $4.759.518 $+68.231 $4.691.287 $+276.278 $4.415.009 $+4.415.009 $
ENBRIDGE INCENB5.435.401 $-153.346 $5.588.747 $+582.882 $5.005.865 $+60.161 $4.945.704 $+4.945.704 $
BOSTON SCIENTIFIC CORPBSX5.259.034 $-255.699 $5.514.733 $+629.829 $4.884.904 $+2.287.845 $2.597.059 $+2.597.059 $
Constellation Energy CorpCEG5.037.132 $+992.087 $4.045.045 $+1.336.702 $2.708.343 $+1.319.892 $1.388.451 $+1.388.451 $
MPLX LPMPLX4.678.947 $+463.417 $4.215.530 $+458.906 $3.756.624 $+165.165 $3.591.459 $+3.591.459 $
DARDEN RESTAURANTS INCDRI2.608.851 $-225.609 $2.834.460 $-553.883 $3.388.343 $-566.368 $3.954.711 $+3.954.711 $
NEXTERA ENERGY INCNEE3.611.992 $+89.370 $3.522.622 $+57.285 $3.465.337 $-331.506 $3.796.843 $+3.796.843 $
PROCTER & GAMBLE CoPG2.076.944 $-95.770 $2.172.714 $-223.647 $2.396.361 $-432.813 $2.829.174 $+2.829.174 $
SHERWIN WILLIAMS COSHW1.284.778 $-141.813 $1.426.591 $-1.168.867 $2.595.458 $-178.507 $2.773.965 $+2.773.965 $
NETFLIX INCNFLX1.758.093 $-209.334 $1.967.427 $-173.841 $2.141.268 $+752.731 $1.388.537 $+1.388.537 $
RALPH LAUREN CORPRL2.119.891 $+396.879 $1.723.012 $+791.832 $931.180 $+137.620 $793.560 $+793.560 $
STARBUCKS CORPSBUX1.593.330 $-52.217 $1.645.547 $-6.168 $1.651.715 $-387.414 $2.039.129 $+2.039.129 $
Walt Disney CoDIS1.536.805 $-219.509 $1.756.314 $-211.351 $1.967.665 $+448.871 $1.518.794 $+1.518.794 $
ASML HOLDING NVASML1.744.406 $+710.486 $1.033.920 $+266.990 $766.930 $-79.911 $846.841 $+846.841 $
CATERPILLAR INCCAT1.736.368 $+656.101 $1.080.267 $+278.894 $801.373 $+106.393 $694.980 $+694.980 $
MERCADOLIBRE INCMELI791.604 $-605.886 $1.397.490 $+906.128 $491.362 $+124.599 $366.763 $+366.763 $
ADVANCED MICRO DEVICES INCAMD1.129.265 $+640.174 $489.091 $-132.856 $621.947 $-154.048 $775.995 $+775.995 $
COMCAST CORPCMCSA301.141 $-140.467 $441.608 $-319.838 $761.446 $-177.534 $938.980 $+938.980 $
BlackRock, Inc.BLK410.182 $-424.634 $834.816 $+54.590 $780.226 $+65.411 $714.815 $+714.815 $
BERKSHIRE HATHAWAY INCBRK-B608.206 $+92.898 $515.308 $-196.345 $711.653 $-85.619 $797.272 $+797.272 $
AMERICAN EXPRESS COAXP758.398 $+449.086 $309.312 $+26.373 $282.939 $+59.356 $223.583 $+223.583 $
BOEING COBA753.406 $+187.932 $565.474 $+205.083 $360.391 $+69.092 $291.299 $+291.299 $
CONOCOPHILLIPSCOP565.703 $+12.712 $552.991 $+12.021 $540.970 $-125.507 $666.477 $+666.477 $
JOINT CorpJYNT436.000 $-41.000 $477.000 $-100.000 $577.000 $-47.500 $624.500 $+624.500 $
TORONTO DOMINION BANKTD572.265 $+86.569 $485.696 $+21.492 $464.204 $+26.343 $437.861 $+437.861 $
WATSCO INCWSO307.635 $-74.428 $382.063 $-35.267 $417.330 $-63.013 $480.343 $+480.343 $
Accenture plcACN364.351 $+38.460 $325.891 $-93.313 $419.204 $-45.903 $465.107 $+465.107 $
INTUITIVE SURGICAL INCISRG372.664 $+78.387 $294.277 $-88.827 $383.104 $+63.655 $319.449 $+319.449 $
INTEL CORPINTC367.625 $+33.375 $334.250 $+59.766 $274.484 $-97.112 $371.596 $+371.596 $
Public StoragePSA370.825 $+15.829 $354.996 $-5.617 $360.613 $-7.214 $367.827 $+367.827 $
FISERV INCFISV277.235 $-76.755 $353.990 $+353.990 $
GENERAL ELECTRIC COGE328.051 $+13.695 $314.356 $+31.227 $283.129 $+49.232 $233.897 $+233.897 $
GENERAL DYNAMICS CORPGD293.230 $-22.195 $315.425 $+66.931 $248.494 $-10.457 $258.951 $+258.951 $
PALATIN TECHNOLOGIES INCPTNT304.308 $+6.313 $297.995 $+297.995 $
Zoetis Inc.ZTS256.672 $-46.942 $303.614 $+100.879 $202.735 $-10.486 $213.221 $+213.221 $
TYLER TECHNOLOGIES INCTYL207.001 $-39.407 $246.408 $-32.819 $279.227 $+5.393 $273.834 $+273.834 $
NICOLET BANKSHARES INCNIC278.412 $+32.126 $246.286 $+246.286 $
LOCKHEED MARTIN CORPLMT252.959 $-8.127 $261.086 $+18.864 $242.222 $+12.614 $229.608 $+229.608 $
DEERE & CODE214.162 $+3.823 $210.339 $-41.872 $252.211 $+36.310 $215.901 $+215.901 $
TARGET CORPTGT245.246 $+245.246 $
Duke Energy CORPDUK229.680 $+9.610 $220.070 $-6.306 $226.376 $+226.376 $
ANALOG DEVICES INCADI222.384 $-3.660 $226.044 $+5.876 $220.168 $+220.168 $
BHP Group LtdBHP221.524 $+221.524 $
LAM RESEARCH CORPLRCX209.695 $+209.695 $
Permian Resources CorpPR202.186 $+17.726 $184.460 $-11.817 $196.277 $-3.315 $199.592 $+199.592 $
1.664.191.297 $+28.305.782 $1.635.817.200 $+140.618.273 $1.495.774.157 $+178.977.439 $1.317.041.964 $+1.317.041.964 $
Erweiterte Einstellungen ×