Investments: Stack Financial Management, 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. ($)
1.309.209.548 $+105.971.533 $1.203.238.015 $+72.944.038 $1.130.293.977 $-20.251.401 $1.198.717.648 $+1.198.717.648 $
BANK OF AMERICA CORP /DE/BAC539.399.999 $+85.933.340 $453.466.659 $+75.364.783 $378.101.876 $-45.243.573 $423.345.449 $+423.345.449 $
MICROSOFT CORPMSFT109.602.199 $-10.129.743 $119.731.942 $+3.295.742 $116.436.200 $+26.582.152 $89.854.048 $+89.854.048 $
Walmart Inc.WMT113.471.274 $+5.567.898 $107.903.376 $+4.883.571 $103.019.805 $+8.761.289 $94.258.516 $+94.258.516 $
BERKSHIRE HATHAWAY INCBRK-B59.676.619 $-155.474 $59.832.093 $+1.683.966 $58.148.127 $-6.558.213 $64.706.340 $+64.706.340 $
CHEVRON CORPCVX41.056.700 $-1.041.835 $42.098.535 $+2.723.112 $39.375.423 $-7.187.545 $46.562.968 $+46.562.968 $
Accenture plcACN650.360 $-120.019 $770.379 $-40.138.995 $40.909.374 $-2.389.921 $43.299.295 $+43.299.295 $
AGNICO EAGLE MINES LTDAEM30.444.198 $-12.288.459 $42.732.657 $+12.173.474 $30.559.183 $-9.807.389 $40.366.572 $+40.366.572 $
Phillips 66PSX28.062.768 $-1.771.777 $29.834.545 $+3.367.076 $26.467.469 $-1.208.400 $27.675.869 $+27.675.869 $
STRYKER CORPSYK25.610.740 $-1.276.283 $26.887.023 $-2.131.448 $29.018.471 $+1.359.366 $27.659.105 $+27.659.105 $
CENTERPOINT ENERGY INCCNP27.510.141 $-373.404 $27.883.545 $+1.316.959 $26.566.586 $+83.070 $26.483.516 $+26.483.516 $
UNITEDHEALTH GROUP INCUNH26.673.491 $+26.673.491 $
NEXTERA ENERGY INCNEE24.775.693 $+1.224.549 $23.551.144 $+1.667.391 $21.883.753 $+21.883.753 $
Duke Energy CORPDUK22.072.050 $-1.717.527 $23.789.577 $+1.091.805 $22.697.772 $-1.070.156 $23.767.928 $+23.767.928 $
COCA COLA COKO22.107.401 $+719.587 $21.387.814 $-1.412.405 $22.800.219 $-702.527 $23.502.746 $+23.502.746 $
AT&T INC.T23.488.034 $+23.488.034 $
PACCAR INCPCAR22.394.686 $+1.981.290 $20.413.396 $+590.439 $19.822.957 $-761.840 $20.584.797 $+20.584.797 $
LOCKHEED MARTIN CORPLMT20.992.688 $-1.326.449 $22.319.137 $+1.481.581 $20.837.556 $+292.954 $20.544.602 $+20.544.602 $
JOHNSON & JOHNSONJNJ21.499.913 $+1.424.043 $20.075.870 $+3.424.225 $16.651.645 $-1.775.402 $18.427.047 $+18.427.047 $
CARDINAL HEALTH INCCAH21.145.334 $+4.712.563 $16.432.771 $-1.124.405 $17.557.176 $+2.921.317 $14.635.859 $+14.635.859 $
EMERSON ELECTRIC COEMR20.173.636 $-90.982 $20.264.618 $-751.987 $21.016.605 $+3.313.201 $17.703.404 $+17.703.404 $
CONOCOPHILLIPSCOP16.961.477 $-581.903 $17.543.380 $+962.964 $16.580.416 $-2.931.523 $19.511.939 $+19.511.939 $
PEPSICO INCPEP16.700.140 $+222.727 $16.477.413 $+830.796 $15.646.617 $-2.410.217 $18.056.834 $+18.056.834 $
Medtronic plcMDT16.667.275 $-264.493 $16.931.768 $+1.410.887 $15.520.881 $-747.374 $16.268.255 $+16.268.255 $
PROCTER & GAMBLE CoPG13.325.199 $-1.373.154 $14.698.353 $-478.615 $15.176.968 $-1.298.313 $16.475.281 $+16.475.281 $
AMEREN CORPAEE15.223.058 $-1.019.097 $16.242.155 $+1.345.486 $14.896.669 $-854.887 $15.751.556 $+15.751.556 $
DTE ENERGY CODTE14.221.077 $-1.588.535 $15.809.612 $+1.066.416 $14.743.196 $-790.471 $15.533.667 $+15.533.667 $
DOVER CorpDOV14.905.598 $+1.620.591 $13.285.007 $-1.423.599 $14.708.606 $+310.048 $14.398.558 $+14.398.558 $
UNITED PARCEL SERVICE INCUPS13.798.619 $+13.798.619 $
GENUINE PARTS COGPC10.113.338 $-1.687.066 $11.800.404 $+1.396.373 $10.404.031 $-23.936 $10.427.967 $+10.427.967 $
COMCAST CORPCMCSA11.165.055 $+11.165.055 $
Kraft Heinz CoKHC10.333.724 $+10.333.724 $
APPFOLIO INCAPPF1.678.464 $+1.165.129 $513.335 $+83.298 $430.037 $-45.544 $475.581 $+475.581 $
ALPHA PRO TECH LTDAPT909.070 $+909.070 $
JPMORGAN CHASE & COJPM337.116 $+7.104 $330.012 $+13.653 $316.359 $+48.680 $267.679 $+267.679 $
INTEL CORPINTC234.684 $+3.189 $231.495 $+231.495 $
1.309.209.548 $+105.971.533 $1.203.238.015 $+72.944.038 $1.130.293.977 $-20.251.401 $1.198.717.648 $+1.198.717.648 $
Erweiterte Einstellungen ×