Investments: STRATEGY ASSET MANAGERS 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. ($)
591.013.392 $+52.161.714 $540.508.807 $+22.593.071 $521.252.928 $+48.726.856 $473.667.807 $+473.667.807 $
BANK OF AMERICA CORP /DE/BAC251.054.306 $+8.728.298 $242.326.008 $-290.823 $242.616.831 $+20.813.951 $221.802.880 $+221.802.880 $
ALPHA PRO TECH LTDAPT28.340.809 $+7.045.564 $21.295.245 $+5.682.250 $15.612.995 $+1.948.764 $13.664.231 $+13.664.231 $
MICROSOFT CORPMSFT26.640.552 $+237.568 $26.402.984 $+523.099 $25.879.885 $+6.674.190 $19.205.695 $+19.205.695 $
JPMORGAN CHASE & COJPM22.755.219 $+1.731.236 $21.023.983 $+1.760.069 $19.263.914 $+3.093.380 $16.170.534 $+16.170.534 $
ELI LILLY & CoLLY21.506.080 $+7.370.240 $14.135.840 $+2.196.493 $11.939.347 $-280.144 $12.219.491 $+12.219.491 $
APPFOLIO INCAPPF15.771.700 $+1.321.488 $14.450.212 $+2.713.159 $11.737.053 $-984.012 $12.721.065 $+12.721.065 $
JOHNSON & JOHNSONJNJ14.739.285 $+3.260.133 $11.479.152 $+2.219.443 $9.259.709 $-388.914 $9.648.623 $+9.648.623 $
Constellation Energy CorpCEG14.237.602 $+1.693.235 $12.544.367 $+512.325 $12.032.042 $+4.275.287 $7.756.755 $+7.756.755 $
LOCKHEED MARTIN CORPLMT13.921.056 $+1.372.275 $12.548.781 $+771.886 $11.776.895 $+575.259 $11.201.636 $+11.201.636 $
EMERSON ELECTRIC COEMR13.798.925 $+1.708.190 $12.090.735 $-125.176 $12.215.911 $+2.346.755 $9.869.156 $+9.869.156 $
BERKSHIRE HATHAWAY INCBRK-B11.906.773 $+1.230.084 $10.676.689 $+652.339 $10.024.350 $-802.469 $10.826.819 $+10.826.819 $
BlackRock, Inc.BLK11.456.481 $+2.502.029 $8.954.452 $+1.735.423 $7.219.029 $-654.212 $7.873.241 $+7.873.241 $
Walmart Inc.WMT11.079.092 $+1.104.684 $9.974.408 $+694.299 $9.280.109 $+931.253 $8.348.856 $+8.348.856 $
CHEVRON CORPCVX9.681.065 $+1.512.311 $8.168.754 $+811.968 $7.356.786 $-429.588 $7.786.374 $+7.786.374 $
GENERAL DYNAMICS CORPGD9.265.184 $+955.976 $8.309.208 $+1.238.883 $7.070.325 $+575.375 $6.494.950 $+6.494.950 $
NVIDIA CORPNVDA7.183.577 $+677.508 $6.506.069 $-1.524.842 $8.030.911 $+2.269.379 $5.761.532 $+5.761.532 $
Aon plcAON7.944.119 $+1.048.815 $6.895.304 $+63.045 $6.832.259 $-784.220 $7.616.479 $+7.616.479 $
Eaton Corp plcETN6.626.770 $-904.088 $7.530.858 $+453.321 $7.077.537 $+1.773.560 $5.303.977 $+5.303.977 $
Walt Disney CoDIS7.460.475 $+1.173.579 $6.286.896 $-265.651 $6.552.547 $+1.519.355 $5.033.192 $+5.033.192 $
BHP Group LtdBHP7.145.207 $+1.551.500 $5.593.707 $+855.902 $4.737.805 $+60.950 $4.676.855 $+4.676.855 $
MICROCHIP TECHNOLOGY INCMCHP6.386.235 $+1.122.151 $5.264.084 $-455.327 $5.719.411 $+1.714.179 $4.005.232 $+4.005.232 $
MERCADOLIBRE INCMELI5.241.105 $+335.868 $4.905.237 $-515.432 $5.420.669 $+1.388.221 $4.032.448 $+4.032.448 $
Duke Energy CORPDUK5.225.141 $+103.652 $5.121.489 $+296.396 $4.825.093 $+426.265 $4.398.828 $+4.398.828 $
UNITEDHEALTH GROUP INCUNH254.274 $-109.541 $363.815 $+114.969 $248.846 $-4.743.824 $4.992.670 $+4.992.670 $
PALATIN TECHNOLOGIES INCPTNT3.244.293 $-87.973 $3.332.266 $-1.457.337 $4.789.603 $+1.771.037 $3.018.566 $+3.018.566 $
AMAZON COM INCAMZN4.635.789 $+650.154 $3.985.635 $-68.912 $4.054.547 $+670.583 $3.383.964 $+3.383.964 $
CIENA CORPCIEN4.357.232 $+1.688.266 $2.668.966 $+1.195.185 $1.473.781 $+418.492 $1.055.289 $+1.055.289 $
Accenture plcACN3.797.042 $+736.409 $3.060.633 $-745.422 $3.806.055 $-61.751 $3.867.806 $+3.867.806 $
NATIONAL GRID PLCNGG3.700.659 $+688.993 $3.011.666 $+7.164 $3.004.502 $+448.621 $2.555.881 $+2.555.881 $
INTUITIVE SURGICAL INCISRG2.049.657 $+502.241 $1.547.416 $-903.907 $2.451.323 $+231.028 $2.220.295 $+2.220.295 $
Booking Holdings Inc.BKNG1.997.597 $+21.424 $1.976.173 $-194.814 $2.170.987 $+471.028 $1.699.959 $+1.699.959 $
BOSTON SCIENTIFIC CORPBSX1.907.954 $+5.829 $1.902.125 $-215.571 $2.117.696 $+117.750 $1.999.946 $+1.999.946 $
SPS COMMERCE INCSPSC1.973.624 $+217.958 $1.755.666 $+369.604 $1.386.062 $+810.646 $575.416 $+575.416 $
NETFLIX INCNFLX1.043.643 $-483.781 $1.527.424 $-426.367 $1.953.791 $+729.379 $1.224.412 $+1.224.412 $
CAMECO CORPCCJ1.411.050 $+145.435 $1.265.615 $+126.778 $1.138.837 $+1.138.837 $
ORACLE CORPORCL914.572 $-490.236 $1.404.808 $+349.494 $1.055.314 $+371.688 $683.626 $+683.626 $
BROWN & BROWN, INC.BRO291.998 $-41.023 $333.021 $-869.684 $1.202.705 $-182.452 $1.385.157 $+1.385.157 $
PEPSICO INCPEP1.358.255 $+449.025 $909.230 $+71.980 $837.250 $-179.394 $1.016.644 $+1.016.644 $
GENERAL ELECTRIC COGE1.352.477 $+46.750 $1.305.727 $+180.072 $1.125.655 $+222.764 $902.891 $+902.891 $
GOLDMAN SACHS GROUP INCGS1.258.874 $+122.316 $1.136.558 $+212.167 $924.391 $+189.594 $734.797 $+734.797 $
RTX CorpRTX1.244.835 $+119.620 $1.125.215 $+193.618 $931.597 $+85.840 $845.757 $+845.757 $
FAIR ISAAC CORPFICO1.140.647 $-45.148 $1.185.795 $+1.185.795 $
AMERICAN EXPRESS COAXP600.799 $+72.665 $528.134 $-615.409 $1.143.543 $+163.663 $979.880 $+979.880 $
MCDONALDS CORPMCD1.119.715 $+134.636 $985.079 $+30.258 $954.821 $-63.578 $1.018.399 $+1.018.399 $
Trane Technologies plcTT296.570 $-37.622 $334.192 $-767.525 $1.101.717 $+234.314 $867.403 $+867.403 $
CHIPOTLE MEXICAN GRILL INCCMG1.064.941 $+114.114 $950.827 $+950.827 $
Bank of New York Mellon CorpBK1.018.480 $+45.075 $973.405 $+159.155 $814.250 $+44.659 $769.591 $+769.591 $
CARDINAL HEALTH INCCAH1.015.286 $+240.641 $774.645 $+774.645 $
AMGEN INCAMGN995.696 $+141.220 $854.476 $+6.120 $848.356 $-90.314 $938.670 $+938.670 $
Mastercard IncMA918.318 $-42.419 $960.737 $+74.496 $886.241 $+181.331 $704.910 $+704.910 $
BERKLEY W R CORPWRB858.189 $-88.949 $947.138 $+556.227 $390.911 $+4.205 $386.706 $+386.706 $
AT&T INC.T698.913 $-158.943 $857.856 $-54.198 $912.054 $+52.764 $859.290 $+859.290 $
Fox CorpFOXA837.997 $+92.024 $745.973 $+73.905 $672.068 $-34.984 $707.052 $+707.052 $
STRYKER CORPSYK693.122 $-74.723 $767.845 $-58.880 $826.725 $+32.463 $794.262 $+794.262 $
PROCTER & GAMBLE CoPG652.870 $-91.066 $743.936 $-33.772 $777.708 $-8.840 $786.548 $+786.548 $
NASDAQ, INC.NDAQ783.645 $+64.520 $719.125 $+719.125 $
NORTHERN TRUST CORPNTRS734.914 $-26.924 $761.838 $+761.838 $
TELEDYNE TECHNOLOGIES INCTDY580.189 $-144.156 $724.345 $+724.345 $
JABIL INCJBL686.340 $+31.786 $654.554 $+654.554 $
FISERV INCFISV501.368 $-160.239 $661.607 $+661.607 $
EQUIFAX INCEFX547.651 $-98.351 $646.002 $-5.889 $651.891 $+40.888 $611.003 $+611.003 $
WELLTOWER INC.WELL645.941 $+32.548 $613.393 $+83.486 $529.907 $-19.964 $549.871 $+549.871 $
TYLER TECHNOLOGIES INCTYL610.032 $-6.823 $616.855 $+616.855 $
KROGER COKR497.153 $-119.487 $616.640 $+616.640 $
EXXON MOBIL CORPXOM601.889 $+150.061 $451.828 $+19.861 $431.967 $-44.570 $476.537 $+476.537 $
STARBUCKS CORPSBUX419.729 $-50.828 $470.557 $-79.124 $549.681 $+549.681 $
ISHARES GOLD TRUSTIAU542.703 $+263.703 $279.000 $-10.291 $289.291 $+289.291 $
AbbVie Inc.ABBV519.942 $+69.588 $450.354 $+107.733 $342.621 $+16.608 $326.013 $+326.013 $
AFLAC INCAFL388.098 $-7.368 $395.466 $-79.027 $474.493 $-37.831 $512.324 $+512.324 $
ANALOG DEVICES INCADI480.905 $+78.999 $401.906 $+1.601 $400.305 $+59.002 $341.303 $+341.303 $
NEXTERA ENERGY INCNEE466.093 $+75.847 $390.246 $+46.820 $343.426 $-55.947 $399.373 $+399.373 $
PAYCHEX INCPAYX283.715 $-74.808 $358.523 $-41.348 $399.871 $-30.941 $430.812 $+430.812 $
LINDE PLCLIN345.393 $-83.370 $428.763 $+1.976 $426.787 $+38.397 $388.390 $+388.390 $
DECKERS OUTDOOR CORPDECK381.153 $-44.731 $425.884 $+425.884 $
ATMOS ENERGY CORPATO417.959 $-6.493 $424.452 $+38.788 $385.664 $-2.838 $388.502 $+388.502 $
COLGATE PALMOLIVE COCL299.711 $-46.256 $345.967 $-53.050 $399.017 $-21.021 $420.038 $+420.038 $
Phillips 66PSX417.210 $+27 $417.183 $+78.767 $338.416 $-62.395 $400.811 $+400.811 $
Parker-Hannifin CorpPH417.032 $+64.066 $352.966 $+9.452 $343.514 $+9.354 $334.160 $+334.160 $
QuantumScape CorpQS345.527 $-65.271 $410.798 $+200.751 $210.047 $+72.147 $137.900 $+137.900 $
CINTAS CORPCTAS337.475 $-25.518 $362.993 $-43.387 $406.380 $+24.595 $381.785 $+381.785 $
CMS ENERGY CORPCMS357.831 $-18.235 $376.066 $+11.539 $364.527 $-37.997 $402.524 $+402.524 $
CARPENTER TECHNOLOGY CORPCRS401.421 $+68.223 $333.198 $+333.198 $
REALTY INCOME CORPO312.241 $-18.663 $330.904 $+25.123 $305.781 $-88.797 $394.578 $+394.578 $
MICRON TECHNOLOGY INCMU391.090 $+107.941 $283.149 $+283.149 $
COMCAST CORPCMCSA246.701 $+13.608 $233.093 $-147.981 $381.074 $+381.074 $
MCCORMICK & CO INCMKC212.030 $-75.599 $287.629 $-28.085 $315.714 $-60.375 $376.089 $+376.089 $
Medtronic plcMDT332.841 $+5.347 $327.494 $+26.314 $301.180 $-73.935 $375.115 $+375.115 $
SHERWIN WILLIAMS COSHW323.312 $-30.514 $353.826 $+1.448 $352.378 $-14.777 $367.155 $+367.155 $
FACTSET RESEARCH SYSTEMS INCFDS215.700 $-124.287 $339.987 $-18.960 $358.947 $+358.947 $
Zoetis Inc.ZTS202.698 $-71.377 $274.075 $+14.691 $259.384 $-85.095 $344.479 $+344.479 $
NICOLET BANKSHARES INCNIC240.238 $-42.752 $282.990 $+41.048 $241.942 $-95.671 $337.613 $+337.613 $
BECTON DICKINSON & COBDX225.954 $-4.371 $230.325 $-97.600 $327.925 $+327.925 $
IREN LtdIREN323.817 $+323.817 $
BROWN FORMAN CORPBF-A238.234 $+36.791 $201.443 $-122.050 $323.493 $+323.493 $
TARGET CORPTGT212.646 $+2.542 $210.104 $-108.966 $319.070 $+319.070 $
Palo Alto Networks IncPANW269.853 $-36.799 $306.652 $-2.150 $308.802 $+50.282 $258.520 $+258.520 $
TENET HEALTHCARE CORPTHC295.894 $+295.894 $
PRICE T ROWE GROUP INCTROW291.924 $+291.924 $
COCA COLA COKO275.515 $+27.014 $248.501 $-38.744 $287.245 $-3.532 $290.777 $+290.777 $
CITIGROUP INCC287.245 $+287.245 $
Unum GroupUNM257.705 $+257.705 $
HOPE BANCORP INCHOPE236.942 $+6.356 $230.586 $+3.040 $227.546 $+7.606 $219.940 $+219.940 $
TransDigm Group INCTDG231.157 $+19.496 $211.661 $+211.661 $
TechnipFMC plcFTI229.618 $+229.618 $
ROPER TECHNOLOGIES INCROP212.948 $+10.132 $202.816 $+202.816 $
591.013.392 $+52.161.714 $540.508.807 $+22.593.071 $521.252.928 $+48.726.856 $473.667.807 $+473.667.807 $
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