Investments: GRAYBILL WEALTH MANAGEMENT, LTD.

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. ($)
327.570.401 $+13.874.387 $314.194.675 $+24.542.646 $295.374.215 $+14.874.135 $281.832.162 $+281.832.162 $
BANK OF AMERICA CORP /DE/BAC153.906.460 $+2.627.697 $151.278.763 $+10.250.861 $141.027.902 $+8.804.095 $132.223.807 $+132.223.807 $
ALPHA PRO TECH LTDAPT20.697.841 $+4.562.988 $16.134.853 $+4.144.125 $11.990.728 $+1.678.707 $10.312.021 $+10.312.021 $
APPFOLIO INCAPPF17.780.734 $+974.393 $16.806.341 $+2.992.664 $13.813.677 $-727.603 $14.541.280 $+14.541.280 $
BlackRock, Inc.BLK15.729.292 $+839.897 $14.889.395 $+1.023.029 $13.866.366 $+998.977 $12.867.389 $+12.867.389 $
SPS COMMERCE INCSPSC12.853.001 $+1.314.912 $11.538.089 $+1.721.744 $9.816.345 $-1.640.587 $11.456.932 $+11.456.932 $
RTX CorpRTX11.527.367 $+952.022 $10.575.345 $+1.044.275 $9.531.070 $+382.303 $9.148.767 $+9.148.767 $
BERKSHIRE HATHAWAY INCBRK-B9.656.080 $+34.468 $9.621.612 $+415.131 $9.206.481 $-972.372 $10.178.853 $+10.178.853 $
MICROSOFT CORPMSFT9.259.726 $-429.915 $9.689.641 $+180.325 $9.509.316 $+2.660.835 $6.848.481 $+6.848.481 $
AMAZON COM INCAMZN8.738.347 $+1.959.817 $6.778.530 $-120.592 $6.899.122 $+1.081.002 $5.818.120 $+5.818.120 $
GENERAL ELECTRIC COGE8.199.458 $+144.401 $8.055.057 $+734.892 $7.320.165 $+1.671.544 $5.648.621 $+5.648.621 $
SYNOPSYS INCSNPS7.207.859 $-341.507 $7.549.366 $-218.255 $7.767.621 $+1.416.776 $6.350.845 $+6.350.845 $
FISERV INCFISV2.446.602 $-2.247.613 $4.694.215 $-1.298.761 $5.992.976 $-1.322.686 $7.315.662 $+7.315.662 $
JOHNSON & JOHNSONJNJ6.186.746 $+714.306 $5.472.440 $+1.048.555 $4.423.885 $-295.504 $4.719.389 $+4.719.389 $
JPMORGAN CHASE & COJPM5.776.467 $+174.730 $5.601.737 $+325.373 $5.276.364 $+848.709 $4.427.655 $+4.427.655 $
ASML HOLDING NVASML5.555.783 $+499.449 $5.056.334 $+961.231 $4.095.103 $+762.074 $3.333.029 $+3.333.029 $
Otis Worldwide CorpOTIS5.149.348 $+46.405 $5.102.943 $-344.235 $5.447.178 $-108.256 $5.555.434 $+5.555.434 $
BECTON DICKINSON & COBDX5.368.101 $+203.792 $5.164.309 $+1.937.474 $3.226.835 $-999.863 $4.226.698 $+4.226.698 $
Walt Disney CoDIS4.179.232 $+44.861 $4.134.371 $-379.710 $4.514.081 $+951.115 $3.562.966 $+3.562.966 $
STARBUCKS CORPSBUX3.730.984 $-3.217 $3.734.201 $-342.168 $4.076.369 $-237.831 $4.314.200 $+4.314.200 $
PEPSICO INCPEP3.914.454 $+477.519 $3.436.935 $+208.360 $3.228.575 $-404.224 $3.632.799 $+3.632.799 $
CARMAX INCKMX3.833.391 $+1.259.613 $2.573.778 $+2.573.778 $
DIAGEO PLCDEO2.125.076 $-306.892 $2.431.968 $-154.005 $2.585.973 $-603.833 $3.189.806 $+3.189.806 $
COMCAST CORPCMCSA2.016.406 $-538.450 $2.554.856 $+2.554.856 $
Walmart Inc.WMT1.383.656 $+99.417 $1.284.239 $+65.795 $1.218.444 $+140.727 $1.077.717 $+1.077.717 $
PROCTER & GAMBLE CoPG850.576 $-61.371 $911.947 $-40.503 $952.450 $-66.358 $1.018.808 $+1.018.808 $
Accenture plcACN797.656 $+64.514 $733.142 $-155.458 $888.600 $-39.095 $927.695 $+927.695 $
ELI LILLY & CoLLY879.088 $+216.804 $662.284 $-14.348 $676.632 $-41.910 $718.542 $+718.542 $
Duke Energy CORPDUK870.753 $+870.753 $
CUMMINS INCCMI603.352 $+104.111 $499.241 $+112.136 $387.105 $+16.619 $370.486 $+370.486 $
MCDONALDS CORPMCD552.273 $+3.144 $549.129 $+21.178 $527.951 $-36.502 $564.453 $+564.453 $
Medtronic plcMDT390.100 $+3.330 $386.770 $+32.773 $353.997 $-19.910 $373.907 $+373.907 $
NVIDIA CORPNVDA299.146 $+15.731 $283.415 $+52.750 $230.665 $+67.011 $163.654 $+163.654 $
UNILEVER PLCUL246.166 $-18.875 $265.041 $-28.330 $293.371 $+4.553 $288.818 $+288.818 $
LAM RESEARCH CORPLRCX267.041 $+54.140 $212.901 $+203.450 $9.451 $+9.451 $
EQUITY RESIDENTIALEQR264.516 $+264.516 $
PALATIN TECHNOLOGIES INCPTNT255.388 $+137.228 $118.160 $+118.160 $
ORACLE CORPORCL243.273 $+43.227 $200.046 $+160.899 $39.147 $+39.147 $
STRYKER CORPSYK193.570 $+193.570 $
FORD MOTOR COF177.120 $+15.660 $161.460 $-17.565 $179.025 $+23.560 $155.465 $+155.465 $
INTUITIVE SURGICAL INCISRG133.723 $+133.723 $
METLIFE INCMET128.464 $+128.464 $
BOEING COBA106.377 $+106.377 $
NEXTERA ENERGY INCNEE83.296 $+83.296 $
HERSHEY COHSY55.585 $+55.585 $
PFIZER INCPFE45.612 $+45.612 $
Eaton Corp plcETN40.775 $+40.775 $
Grayscale Bitcoin Mini Trust ETFBTC36.490 $+36.490 $
PAN AMERICAN SILVER CORPPAAS32.933 $+32.933 $
EXXON MOBIL CORPXOM29.376 $+29.376 $
UNITED PARCEL SERVICE INCUPS26.398 $+26.398 $
CARNIVAL CORPCCL26.366 $+26.366 $
CHEVRON CORPCVX22.919 $+22.919 $
BP PLCBP21.490 $+21.490 $
ANI PHARMACEUTICALS INCANIP18.545 $+18.545 $
SOUTHERN COSO17.471 $+17.471 $
MCKESSON CORPMCK16.825 $+16.825 $
TXNM ENERGY INCTXNM16.011 $+16.011 $
AT&T INC.T14.225 $+14.225 $
JABIL INCJBL13.607 $+13.607 $
CONOCOPHILLIPSCOP12.724 $+12.724 $
CATERPILLAR INCCAT11.713 $+11.713 $
ARES CAPITAL CORPARCC11.080 $+11.080 $
CENTERPOINT ENERGY INCCNP10.869 $+10.869 $
FREEPORT-MCMORAN INCFCX9.465 $+9.465 $
SCHWAB CHARLES CORPSCHW8.454 $+8.454 $
ANALOG DEVICES INCADI7.563 $+7.563 $
Shell plcSHEL7.328 $+7.328 $
MORGAN STANLEYMS7.000 $+7.000 $
ASTRAZENECA PLCAZN6.689 $+6.689 $
Noble Corp plcNE5.783 $+5.783 $
COCA COLA COKO4.978 $+4.978 $
Booking Holdings Inc.BKNG4.607 $+4.607 $
Fox CorpFOXA3.479 $+3.479 $
ENBRIDGE INCENB3.323 $+3.323 $
AMGEN INCAMGN3.249 $+3.249 $
RIO TINTO PLCRIO3.004 $+3.004 $
MGM Resorts InternationalMGM2.964 $+2.964 $
CITIGROUP INCC141 $+141 $
327.570.401 $+13.874.387 $314.194.675 $+24.542.646 $295.374.215 $+14.874.135 $281.832.162 $+281.832.162 $
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