Investments: WBH ADVISORY 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. ($)
1.075.760.292 $+36.038.210 $1.040.199.612 $+74.153.492 $966.151.956 $+75.558.572 $891.816.865 $+891.816.865 $
BANK OF AMERICA CORP /DE/BAC890.491.561 $+30.957.129 $859.534.432 $+61.902.797 $797.631.635 $+76.388.601 $721.243.034 $+721.243.034 $
BlackRock, Inc.BLK33.665.349 $+1.547.720 $32.117.629 $+2.773.866 $29.343.763 $+2.356.780 $26.986.983 $+26.986.983 $
MICROSOFT CORPMSFT19.760.337 $-1.679.036 $21.439.373 $+440.937 $20.998.436 $-1.248.713 $22.247.149 $+22.247.149 $
APPFOLIO INCAPPF19.533.045 $+1.235.922 $18.297.123 $+3.503.868 $14.793.255 $-1.965.537 $16.758.792 $+16.758.792 $
ALPHA PRO TECH LTDAPT11.629.624 $+2.672.941 $8.956.683 $+2.372.199 $6.584.484 $+516.967 $6.067.517 $+6.067.517 $
BERKSHIRE HATHAWAY INCBRK-B9.909.062 $-120.691 $10.029.753 $+254.458 $9.775.295 $-1.014.348 $10.789.643 $+10.789.643 $
ELI LILLY & CoLLY7.755.613 $+2.151.960 $5.603.653 $-375.827 $5.979.480 $-958.143 $6.937.623 $+6.937.623 $
PROCTER & GAMBLE CoPG5.146.829 $-485.106 $5.631.935 $-293.819 $5.925.754 $-482.898 $6.408.652 $+6.408.652 $
MCDONALDS CORPMCD4.215.647 $-29.020 $4.244.667 $+112.706 $4.131.961 $-542.339 $4.674.300 $+4.674.300 $
JOHNSON & JOHNSONJNJ4.360.081 $+334.718 $4.025.363 $+673.099 $3.352.264 $-417.303 $3.769.567 $+3.769.567 $
JPMORGAN CHASE & COJPM4.096.595 $+102.740 $3.993.855 $+344.316 $3.649.539 $+209.107 $3.440.432 $+3.440.432 $
AMAZON COM INCAMZN3.902.243 $+258.259 $3.643.984 $+17.029 $3.626.955 $+458.745 $3.168.210 $+3.168.210 $
PEPSICO INCPEP3.472.385 $+24.186 $3.448.199 $+263.212 $3.184.987 $-584.068 $3.769.055 $+3.769.055 $
CUMMINS INCCMI2.920.589 $+445.249 $2.475.340 $+485.582 $1.989.758 $+67.870 $1.921.888 $+1.921.888 $
CATERPILLAR INCCAT2.837.566 $+460.853 $2.376.713 $+443.114 $1.933.599 $+274.531 $1.659.068 $+1.659.068 $
ORACLE CORPORCL1.877.800 $-899.493 $2.777.293 $+618.289 $2.159.004 $+766.062 $1.392.942 $+1.392.942 $
MCCORMICK & CO INCMKC1.929.241 $-38.406 $1.967.647 $-480.637 $2.448.284 $-214.370 $2.662.654 $+2.662.654 $
Walmart Inc.WMT2.645.899 $+171.716 $2.474.183 $+92.290 $2.381.893 $+223.972 $2.157.921 $+2.157.921 $
YUM BRANDS INCYUM2.056.869 $-57.517 $2.114.386 $+44.247 $2.070.139 $-205.758 $2.275.897 $+2.275.897 $
Walt Disney CoDIS1.671.637 $-273.208 $1.944.845 $-235.248 $2.180.093 $+313.622 $1.866.471 $+1.866.471 $
PALATIN TECHNOLOGIES INCPTNT1.684.715 $-294.542 $1.979.257 $+539.036 $1.440.221 $-49.186 $1.489.407 $+1.489.407 $
Mastercard IncMA1.829.127 $-21.804 $1.850.931 $-16.977 $1.867.908 $+48.135 $1.819.773 $+1.819.773 $
NVIDIA CORPNVDA1.772.350 $+42.936 $1.729.414 $+280.826 $1.448.588 $+454.568 $994.020 $+994.020 $
DEERE & CODE1.337.583 $+23.875 $1.313.708 $-157.354 $1.471.062 $+73.338 $1.397.724 $+1.397.724 $
AbbVie Inc.ABBV1.429.084 $+27.232 $1.401.852 $+208.414 $1.193.438 $-248.158 $1.441.596 $+1.441.596 $
MERCADOLIBRE INCMELI1.081.658 $-177.953 $1.259.611 $-149.136 $1.408.747 $+353.326 $1.055.421 $+1.055.421 $
CSX CORPCSX1.365.924 $+27.958 $1.337.966 $+89.537 $1.248.429 $+87.747 $1.160.682 $+1.160.682 $
CHEVRON CORPCVX1.075.341 $-58.953 $1.134.294 $+59.926 $1.074.368 $-287.327 $1.361.695 $+1.361.695 $
Parker-Hannifin CorpPH1.352.719 $+185.926 $1.166.793 $+91.848 $1.074.945 $+123.660 $951.285 $+951.285 $
Public StoragePSA1.104.432 $-140.223 $1.244.655 $-21.159 $1.265.814 $-74.107 $1.339.921 $+1.339.921 $
NICOLET BANKSHARES INCNIC1.182.970 $-112.617 $1.295.587 $-38.548 $1.334.135 $+115.506 $1.218.629 $+1.218.629 $
COCA COLA COKO1.213.281 $+29.927 $1.183.354 $-89.613 $1.272.967 $-30.712 $1.303.679 $+1.303.679 $
RTX CorpRTX1.239.513 $+108.279 $1.131.234 $-44.144 $1.175.378 $+82.541 $1.092.837 $+1.092.837 $
AMERICAN EXPRESS COAXP1.218.677 $+114.528 $1.104.149 $+57.218 $1.046.931 $+87.204 $959.727 $+959.727 $
EXXON MOBIL CORPXOM937.204 $+97.125 $840.079 $+32.265 $807.814 $-389.980 $1.197.794 $+1.197.794 $
CINTAS CORPCTAS860.268 $-108.309 $968.577 $-81.077 $1.049.654 $+83.123 $966.531 $+966.531 $
SHERWIN WILLIAMS COSHW972.090 $-66.690 $1.038.780 $+8.700 $1.030.080 $-17.490 $1.047.570 $+1.047.570 $
NEXTERA ENERGY INCNEE1.036.191 $+126.655 $909.536 $+67.340 $842.196 $-17.388 $859.584 $+859.584 $
STARBUCKS CORPSBUX754.723 $-49.578 $804.301 $-75.770 $880.071 $-97.938 $978.009 $+978.009 $
Constellation Energy CorpCEG916.382 $+62.774 $853.608 $+88.021 $765.587 $+115.129 $650.458 $+650.458 $
GOLDMAN SACHS GROUP INCGS861.420 $+80.997 $780.423 $+86.828 $693.595 $+431.376 $262.219 $+262.219 $
INTUITIVE SURGICAL INCISRG849.540 $+178.695 $670.845 $-144.270 $815.115 $+72.210 $742.905 $+742.905 $
COLGATE PALMOLIVE COCL653.021 $-11.680 $664.701 $-110.222 $774.923 $-29.127 $804.050 $+804.050 $
Trane Technologies plcTT648.796 $-54.611 $703.407 $-25.755 $729.162 $+133.484 $595.678 $+595.678 $
Churchill Downs IncCHDN694.058 $+102.297 $591.761 $-59.689 $651.450 $-64.952 $716.402 $+716.402 $
LOCKHEED MARTIN CORPLMT652.955 $-33.459 $686.414 $+49.596 $636.818 $+22.592 $614.226 $+614.226 $
EMERSON ELECTRIC COEMR621.262 $+7.208 $614.054 $-13.397 $627.451 $+42.960 $584.491 $+584.491 $
ISHARES GOLD TRUSTIAU612.509 $+35.880 $576.629 $+74.132 $502.497 $+26.985 $475.512 $+475.512 $
Eaton Corp plcETN512.801 $-89.742 $602.543 $+27.789 $574.754 $+137.108 $437.646 $+437.646 $
AT&T INC.T414.392 $-162.265 $576.657 $-7.767 $584.424 $+158.533 $425.891 $+425.891 $
COMCAST CORPCMCSA411.467 $-24.047 $435.514 $-100.010 $535.524 $-44.456 $579.980 $+579.980 $
AMGEN INCAMGN563.628 $+77.680 $485.948 $+3.752 $482.196 $-72.067 $554.263 $+554.263 $
FISERV INCFISV236.976 $-87.928 $324.904 $-109.569 $434.473 $-122.019 $556.492 $+556.492 $
LINDE PLCLIN495.087 $-56.434 $551.521 $+6.765 $544.756 $+4.119 $540.637 $+540.637 $
Duke Energy CORPDUK492.124 $-32.639 $524.763 $+45.285 $479.478 $-40.643 $520.121 $+520.121 $
SPS COMMERCE INCSPSC519.959 $+125.387 $394.572 $+52.858 $341.714 $+38.591 $303.123 $+303.123 $
GENERAL ELECTRIC COGE518.147 $+12.131 $506.016 $+77.691 $428.325 $+85.965 $342.360 $+342.360 $
AFLAC INCAFL483.754 $-6.274 $490.028 $+11.556 $478.472 $-33.013 $511.485 $+511.485 $
METLIFE INCMET392.018 $-17.021 $409.039 $+9.696 $399.343 $-110.143 $509.486 $+509.486 $
HERSHEY COHSY220.212 $-252.082 $472.294 $+53.297 $418.997 $-80.702 $499.699 $+499.699 $
PFIZER INCPFE430.394 $-24.320 $454.714 $+39.483 $415.231 $-64.689 $479.920 $+479.920 $
EXELON CORPEXC297.720 $-20.726 $318.446 $-19.145 $337.591 $-135.651 $473.242 $+473.242 $
TARGET CORPTGT324.041 $-21.483 $345.524 $-44.341 $389.865 $-65.875 $455.740 $+455.740 $
Accenture plcACN362.798 $+29.343 $333.455 $-70.707 $404.162 $-17.781 $421.943 $+421.943 $
BECTON DICKINSON & COBDX272.280 $-18.395 $290.675 $-19.892 $310.567 $-102.428 $412.995 $+412.995 $
BOEING COBA409.271 $+2.431 $406.840 $-2.791 $409.631 $+16.684 $392.947 $+392.947 $
3M COMMM319.846 $-1.755 $321.601 $-47.135 $368.736 $-39.796 $408.532 $+408.532 $
GENERAL DYNAMICS CORPGD402.309 $-5.186 $407.495 $+107.669 $299.826 $+74.130 $225.696 $+225.696 $
FASTENAL COFAST327.853 $-72.793 $400.646 $+57.516 $343.130 $+26.347 $316.783 $+316.783 $
PRICE T ROWE GROUP INCTROW382.696 $-5.078 $387.774 $+23.197 $364.577 $+15.195 $349.382 $+349.382 $
VERIZON COMMUNICATIONS INCVZ319.853 $-60.800 $380.653 $+11.148 $369.505 $+129.050 $240.455 $+240.455 $
CVS HEALTH CorpCVS294.822 $-64.899 $359.721 $+36.086 $323.635 $-33.584 $357.219 $+357.219 $
CHIPOTLE MEXICAN GRILL INCCMG340.550 $+36.026 $304.524 $+304.524 $
PAYCHEX INCPAYX238.199 $-23.353 $261.552 $-38.584 $300.136 $-27.456 $327.592 $+327.592 $
UNITEDHEALTH GROUP INCUNH317.414 $+317.414 $
CONOCOPHILLIPSCOP218.509 $-2.176 $220.685 $+8.263 $212.422 $-99.062 $311.484 $+311.484 $
ALLIANT ENERGY CORPLNT206.764 $-19.311 $226.075 $-61.274 $287.349 $-22.494 $309.843 $+309.843 $
ANALOG DEVICES INCADI299.508 $+1.031 $298.477 $+15.534 $282.943 $+282.943 $
ADVANCED MICRO DEVICES INCAMD286.546 $+61.011 $225.535 $+225.535 $
QUEST DIAGNOSTICS INCDGX242.942 $-23.870 $266.812 $+15.330 $251.482 $+14.602 $236.880 $+236.880 $
INTEL CORPINTC264.979 $+17.346 $247.633 $+44.447 $203.186 $+203.186 $
NETFLIX INCNFLX232.590 $-31.219 $263.809 $+263.809 $
FEDEX CORPFDX210.579 $-46.609 $257.188 $+257.188 $
Phillips 66PSX228.788 $-17.408 $246.196 $+246.196 $
BOSTON SCIENTIFIC CORPBSX204.526 $-12.701 $217.227 $-21.760 $238.987 $+14.529 $224.458 $+224.458 $
Palo Alto Networks IncPANW212.198 $-22.372 $234.570 $-1.175 $235.745 $+235.745 $
Hewlett Packard Enterprise CoHPE202.620 $-27.858 $230.478 $+230.478 $
Medtronic plcMDT206.049 $+1.759 $204.290 $-10.925 $215.215 $+215.215 $
STRYKER CORPSYK212.476 $+212.476 $
Shift4 Payments, Inc.FOUR201.689 $+201.689 $
1.075.760.292 $+36.038.210 $1.040.199.612 $+74.153.492 $966.151.956 $+75.558.572 $891.816.865 $+891.816.865 $
Erweiterte Einstellungen ×