Investments: HOLDERNESS INVESTMENTS CO

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. ($)
475.039.336 $+1.251.995 $473.977.529 $+24.245.772 $450.580.837 $+35.541.811 $416.646.476 $+416.646.476 $
BANK OF AMERICA CORP /DE/BAC189.989.360 $-651.201 $190.640.561 $+5.204.728 $185.435.833 $+15.359.897 $170.075.936 $+170.075.936 $
MICROSOFT CORPMSFT32.316.020 $-3.098.123 $35.414.143 $+333.634 $35.080.509 $+8.799.097 $26.281.412 $+26.281.412 $
APPFOLIO INCAPPF31.360.552 $+1.607.401 $29.753.151 $+4.580.156 $25.172.995 $-2.304.388 $27.477.383 $+27.477.383 $
NVIDIA CORPNVDA29.010.882 $-620.616 $29.631.498 $+4.638.640 $24.992.858 $+6.174.374 $18.818.484 $+18.818.484 $
ALPHA PRO TECH LTDAPT20.401.735 $+4.577.289 $15.824.446 $+4.511.989 $11.312.457 $+1.469.865 $9.842.592 $+9.842.592 $
AMAZON COM INCAMZN17.323.733 $+751.248 $16.572.485 $+284.752 $16.287.733 $+2.248.638 $14.039.095 $+14.039.095 $
ORACLE CORPORCL8.919.137 $-4.737.364 $13.656.501 $+2.796.323 $10.860.178 $+3.754.785 $7.105.393 $+7.105.393 $
CATERPILLAR INCCAT8.849.143 $+1.425.833 $7.423.310 $+1.335.009 $6.088.301 $+753.007 $5.335.294 $+5.335.294 $
JPMORGAN CHASE & COJPM8.724.164 $+9.163 $8.715.001 $+314.822 $8.400.179 $+1.528.978 $6.871.201 $+6.871.201 $
EXXON MOBIL CORPXOM5.502.982 $+279.543 $5.223.439 $+181.890 $5.041.549 $-673.468 $5.715.017 $+5.715.017 $
BERKSHIRE HATHAWAY INCBRK-B3.738.711 $-52.451 $3.791.162 $+123.113 $3.668.049 $-1.765.437 $5.433.486 $+5.433.486 $
UNITEDHEALTH GROUP INCUNH2.319.466 $-534.722 $2.854.188 $-402.363 $3.256.551 $-2.084.909 $5.341.460 $+5.341.460 $
AbbVie Inc.ABBV5.027.394 $-38.389 $5.065.783 $+682.669 $4.383.114 $-628.555 $5.011.669 $+5.011.669 $
Duke Energy CORPDUK4.630.326 $-279.837 $4.910.163 $+102.800 $4.807.363 $-211.753 $5.019.116 $+5.019.116 $
Eaton Corp plcETN3.520.173 $-717.086 $4.237.259 $-384.691 $4.621.950 $+1.085.714 $3.536.236 $+3.536.236 $
Walmart Inc.WMT4.532.532 $+376.189 $4.156.343 $+201.917 $3.954.426 $+511.295 $3.443.131 $+3.443.131 $
MCDONALDS CORPMCD4.050.795 $-5.683 $4.056.478 $+127.323 $3.929.155 $-227.791 $4.156.946 $+4.156.946 $
CHEVRON CORPCVX3.419.997 $-73.248 $3.493.245 $+103.136 $3.390.109 $-705.288 $4.095.397 $+4.095.397 $
PROCTER & GAMBLE CoPG3.115.059 $-319.461 $3.434.520 $-167.930 $3.602.450 $-398.317 $4.000.767 $+4.000.767 $
Mastercard IncMA3.846.140 $-4.200 $3.850.340 $+64.535 $3.785.805 $+407.227 $3.378.578 $+3.378.578 $
VERIZON COMMUNICATIONS INCVZ2.887.635 $-387.779 $3.275.414 $-92.445 $3.367.859 $-297.668 $3.665.527 $+3.665.527 $
MCKESSON CORPMCK2.518.534 $+146.694 $2.371.840 $-836.330 $3.208.170 $+372.884 $2.835.286 $+2.835.286 $
PFIZER INCPFE1.891.216 $-267.402 $2.158.618 $-120.593 $2.279.211 $-915.778 $3.194.989 $+3.194.989 $
JOHNSON & JOHNSONJNJ2.880.395 $+300.807 $2.579.588 $+199.744 $2.379.844 $-742.432 $3.122.276 $+3.122.276 $
RTX CorpRTX2.985.385 $+259.077 $2.726.308 $-41.939 $2.768.247 $+80.899 $2.687.348 $+2.687.348 $
AMERICAN EXPRESS COAXP2.946.605 $+370.198 $2.576.407 $+102.315 $2.474.092 $+393.259 $2.080.833 $+2.080.833 $
KLA CORPKLAC2.682.897 $+261.440 $2.421.457 $-468.200 $2.889.657 $+713.617 $2.176.040 $+2.176.040 $
COCA COLA COKO2.590.637 $+115.235 $2.475.402 $-333.043 $2.808.445 $-46.524 $2.854.969 $+2.854.969 $
SOUTHERN COSO2.485.112 $-213.231 $2.698.343 $-42.342 $2.740.685 $-82.623 $2.823.308 $+2.823.308 $
AMGEN INCAMGN2.548.621 $+351.416 $2.197.205 $+70.371 $2.126.834 $-253.938 $2.380.772 $+2.380.772 $
INTEL CORPINTC2.291.905 $+164.223 $2.127.682 $+601.565 $1.526.117 $-80.212 $1.606.329 $+1.606.329 $
LOCKHEED MARTIN CORPLMT2.096.226 $-41.391 $2.137.617 $+163.251 $1.974.366 $+84.783 $1.889.583 $+1.889.583 $
NETFLIX INCNFLX1.217.942 $-678.749 $1.896.691 $-184.317 $2.081.008 $+950.782 $1.130.226 $+1.130.226 $
ADVANCED MICRO DEVICES INCAMD2.066.430 $+413.583 $1.652.847 $+203.197 $1.449.650 $+458.723 $990.927 $+990.927 $
FEDEX CORPFDX2.025.197 $+357.077 $1.668.120 $-98.436 $1.766.556 $-127.983 $1.894.539 $+1.894.539 $
ELI LILLY & CoLLY1.390.174 $+687.852 $702.322 $-379.159 $1.081.481 $-846.401 $1.927.882 $+1.927.882 $
BOEING COBA1.670.087 $+7.333 $1.662.754 $-80.955 $1.743.709 $+360.719 $1.382.990 $+1.382.990 $
STRYKER CORPSYK1.170.044 $-69.829 $1.239.873 $-443.137 $1.683.010 $+6.396 $1.676.614 $+1.676.614 $
AT&T INC.T1.338.658 $-194.780 $1.533.438 $-101.013 $1.634.451 $-19.285 $1.653.736 $+1.653.736 $
PEPSICO INCPEP980.098 $-12.953 $993.051 $-113.708 $1.106.759 $-513.991 $1.620.750 $+1.620.750 $
Booking Holdings Inc.BKNG1.408.452 $-11.556 $1.420.008 $-96.773 $1.516.781 $-63.389 $1.580.170 $+1.580.170 $
MICRON TECHNOLOGY INCMU1.462.155 $+766.104 $696.051 $+183.331 $512.720 $+151.258 $361.462 $+361.462 $
Trane Technologies plcTT1.259.840 $-137.692 $1.397.532 $-62.105 $1.459.637 $+175.298 $1.284.339 $+1.284.339 $
NOVARTIS AGNVS1.441.844 $+87.245 $1.354.599 $-40.283 $1.394.882 $+126.017 $1.268.865 $+1.268.865 $
GOLDMAN SACHS GROUP INCGS1.380.909 $+194.347 $1.186.562 $+132.014 $1.054.548 $+240.576 $813.972 $+813.972 $
NUCOR CORPNUE1.372.897 $+157.819 $1.215.078 $+54.011 $1.161.067 $+87.273 $1.073.794 $+1.073.794 $
TARGET CORPTGT719.538 $-134.855 $854.393 $-340.202 $1.194.595 $-75.616 $1.270.211 $+1.270.211 $
FIRSTENERGY CORPFE1.258.772 $+1.258.772 $
LAM RESEARCH CORPLRCX1.201.492 $+310.423 $891.069 $+299.091 $591.978 $+149.872 $442.106 $+442.106 $
ENBRIDGE INCENB1.105.160 $-78.632 $1.183.792 $+72.818 $1.110.974 $+24.759 $1.086.215 $+1.086.215 $
AECOMACM855.968 $-320.089 $1.176.057 $+121.832 $1.054.225 $+177.834 $876.391 $+876.391 $
NICOLET BANKSHARES INCNIC847.994 $-251.872 $1.099.866 $-46.451 $1.146.317 $+76.094 $1.070.223 $+1.070.223 $
DEERE & CODE995.363 $-22.441 $1.017.804 $-89.099 $1.106.903 $+85.688 $1.021.215 $+1.021.215 $
CINTAS CORPCTAS914.020 $-83.544 $997.564 $-85.584 $1.083.148 $+84.272 $998.876 $+998.876 $
3M COMMM1.023.039 $-1.615 $1.024.654 $+17.586 $1.007.068 $+48.072 $958.996 $+958.996 $
GENERAL DYNAMICS CORPGD975.911 $-29.631 $1.005.542 $+138.203 $867.339 $+56.740 $810.599 $+810.599 $
CONOCOPHILLIPSCOP829.267 $-55.458 $884.725 $+39.539 $845.186 $-143.659 $988.845 $+988.845 $
EMERSON ELECTRIC COEMR856.177 $-4.364 $860.541 $-104.102 $964.643 $+124.910 $839.733 $+839.733 $
Avery Dennison CorpAVY687.688 $+74.523 $613.165 $-329.284 $942.449 $-13.428 $955.877 $+955.877 $
COMCAST CORPCMCSA505.111 $-174.252 $679.363 $-219.918 $899.281 $-48.680 $947.961 $+947.961 $
FREEPORT-MCMORAN INCFCX936.212 $+245.862 $690.350 $+213.500 $476.850 $+96.243 $380.607 $+380.607 $
LINDE PLCLIN796.923 $-90.852 $887.775 $+10.878 $876.897 $+1.028 $875.869 $+875.869 $
ROYAL BANK OF CANADARY877.171 $+97.112 $780.059 $+83.502 $696.557 $+99.705 $596.852 $+596.852 $
Zoetis Inc.ZTS308.888 $-220.205 $529.093 $-85.818 $614.911 $-202.082 $816.993 $+816.993 $
GENUINE PARTS COGPC674.682 $-122.545 $797.227 $+91.567 $705.660 $-14.184 $719.844 $+719.844 $
NEXTERA ENERGY INCNEE774.661 $+46.221 $728.440 $-34.172 $762.612 $-16.149 $778.761 $+778.761 $
PALATIN TECHNOLOGIES INCPTNT747.972 $+14.644 $733.328 $+284.290 $449.038 $+449.038 $
FISERV INCFISV419.151 $-153.423 $572.574 $-169.636 $742.210 $+742.210 $
MORGAN STANLEYMS727.111 $+73.991 $653.120 $+49.013 $604.107 $+122.061 $482.046 $+482.046 $
GENERAL ELECTRIC COGE713.397 $+24.218 $689.179 $+184.952 $504.227 $+109.931 $394.296 $+394.296 $
Walt Disney CoDIS378.085 $-182.534 $560.619 $-120.654 $681.273 $+192.639 $488.634 $+488.634 $
LINCOLN NATIONAL CORPLNC651.340 $+49.213 $602.127 $+85.549 $516.578 $-19.558 $536.136 $+536.136 $
ASML HOLDING NVASML637.637 $+70.336 $567.301 $+126.536 $440.765 $+100.173 $340.592 $+340.592 $
BlackRock, Inc.BLK589.991 $-12.831 $602.822 $+28.683 $574.139 $-56.455 $630.594 $+630.594 $
AppLovin CorpAPP609.133 $+25.679 $583.454 $+583.454 $
ARGAN INCAGX596.248 $+136.623 $459.625 $+183.584 $276.041 $+276.041 $
Otis Worldwide CorpOTIS310.289 $-21.076 $331.365 $-158.214 $489.579 $-103.950 $593.529 $+593.529 $
CAMECO CORPCCJ509.325 $+55.307 $454.018 $-31.669 $485.687 $+485.687 $
BP PLCBP308.576 $-114.145 $422.721 $+36.714 $386.007 $-104.860 $490.867 $+490.867 $
CSX CORPCSX490.245 $+9.866 $480.379 $+38.960 $441.419 $+43.290 $398.129 $+398.129 $
MPLX LPMPLX490.043 $+43.240 $446.803 $-2.364 $449.167 $+2.810 $446.357 $+446.357 $
SHERWIN WILLIAMS COSHW377.696 $-104.186 $481.882 $+481.882 $
INTUITIVE SURGICAL INCISRG481.406 $+101.260 $380.146 $-83.926 $464.072 $+48.540 $415.532 $+415.532 $
SABINE ROYALTY TRUSTSBR411.420 $-65.280 $476.700 $+78.000 $398.700 $-6.060 $404.760 $+404.760 $
PAYCHEX INCPAYX300.755 $-39.089 $339.844 $-50.134 $389.978 $-69.931 $459.909 $+459.909 $
EVERSOURCE ENERGYES452.929 $+51.415 $401.514 $+132.910 $268.604 $+268.604 $
KROGER COKR362.759 $-45.476 $408.235 $-26.162 $434.397 $+31.235 $403.162 $+403.162 $
HALLIBURTON COHAL357.659 $-24.133 $381.792 $+49.190 $332.602 $-81.436 $414.038 $+414.038 $
BECTON DICKINSON & COBDX231.526 $-10.485 $242.011 $+19.292 $222.719 $-166.646 $389.365 $+389.365 $
DOVER CorpDOV359.632 $+18.965 $340.667 $-42.650 $383.317 $+15.794 $367.523 $+367.523 $
QUEST DIAGNOSTICS INCDGX347.060 $-34.100 $381.160 $+21.900 $359.260 $+20.860 $338.400 $+338.400 $
STARBUCKS CORPSBUX232.459 $-896 $233.355 $-68.682 $302.037 $-70.128 $372.165 $+372.165 $
METLIFE INCMET330.680 $-22.193 $352.873 $+2.322 $350.551 $+567 $349.984 $+349.984 $
Grayscale Bitcoin Mini Trust ETFBTC348.880 $+51.429 $297.451 $+297.451 $
SPS COMMERCE INCSPSC330.919 $-4.289 $335.208 $+50.802 $284.406 $+15.571 $268.835 $+268.835 $
CONSOLIDATED EDISON INCED300.443 $-3.630 $304.073 $+5.833 $298.240 $-30.765 $329.005 $+329.005 $
SYSCO CORPSYY223.502 $-26.235 $249.737 $-67.083 $316.820 $+2.928 $313.892 $+313.892 $
EQUINIX INCEQIX222.186 $+529 $221.657 $-93.349 $315.006 $+45.940 $269.066 $+269.066 $
MERCADOLIBRE INCMELI249.932 $-40.038 $289.970 $-23.878 $313.848 $+79.585 $234.263 $+234.263 $
LOEWS CORPL309.190 $+14.445 $294.745 $+25.631 $269.114 $-734 $269.848 $+269.848 $
SCHWAB CHARLES CORPSCHW306.024 $+6.248 $299.776 $+63.921 $235.855 $+19.802 $216.053 $+216.053 $
CVS HEALTH CorpCVS251.492 $+12.581 $238.911 $-9.486 $248.397 $-51.329 $299.726 $+299.726 $
Vertiv Holdings CoVRT297.936 $+42.379 $255.557 $+255.557 $
ON SEMICONDUCTOR CORPON292.410 $+26.136 $266.274 $-16.740 $283.014 $+61.253 $221.761 $+221.761 $
Sea LtdSE205.515 $-67.406 $272.921 $+54.123 $218.798 $+218.798 $
WELLTOWER INC.WELL229.600 $+19.929 $209.671 $-32.761 $242.432 $-29.822 $272.254 $+272.254 $
COPART INCCPRT265.973 $+265.973 $
Shell plcSHEL262.196 $+262.196 $
ZEBRA TECHNOLOGIES CORPZBRA206.397 $-46.189 $252.586 $-9.520 $262.106 $+21.930 $240.176 $+240.176 $
ALLSTATE CORPALL249.222 $-11.686 $260.908 $+260.908 $
REALTY INCOME CORPO234.053 $-26.559 $260.612 $+21.468 $239.144 $-20.514 $259.658 $+259.658 $
SanofiSNY213.769 $-5.027 $218.796 $-32.382 $251.178 $+251.178 $
Constellation Energy CorpCEG242.343 $+242.343 $
CARDINAL HEALTH INCCAH228.516 $+7.946 $220.570 $+220.570 $
CHIPOTLE MEXICAN GRILL INCCMG224.338 $+224.338 $
MAGNA INTERNATIONAL INCMGA200.088 $-22.074 $222.162 $+222.162 $
Veralto CorpVLTO218.580 $+218.580 $
COLGATE PALMOLIVE COCL215.229 $+215.229 $
UNILEVER PLCUL200.564 $+200.564 $
475.039.336 $+1.251.995 $473.977.529 $+24.245.772 $450.580.837 $+35.541.811 $416.646.476 $+416.646.476 $
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