Investments: Willis Investment Counsel

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. ($)
1.916.828.808 $+101.246.381 $1.815.582.437 $+132.396.481 $1.696.304.242 $+222.153.851 $1.480.630.371 $+1.480.630.371 $
BANK OF AMERICA CORP /DE/BAC676.238.750 $+62.674.453 $613.564.297 $+26.284.930 $587.279.367 $+100.153.239 $487.126.128 $+487.126.128 $
JOHNSON & JOHNSONJNJ75.619.323 $+8.843.091 $66.776.232 $+11.765.763 $55.010.469 $-63.502 $55.073.971 $+55.073.971 $
MICROSOFT CORPMSFT54.682.913 $-2.718.378 $57.401.291 $+2.209.175 $55.192.116 $+16.054.705 $39.137.411 $+39.137.411 $
Accenture plcACN51.987.954 $+5.504.594 $46.483.360 $+4.024.840 $42.458.520 $+6.409.787 $36.048.733 $+36.048.733 $
LOCKHEED MARTIN CORPLMT45.589.283 $-4.220.892 $49.810.175 $+5.764.172 $44.046.003 $+5.068.322 $38.977.681 $+38.977.681 $
PAYCHEX INCPAYX36.646.065 $-4.060.754 $40.706.819 $-5.996.460 $46.703.279 $+2.764.644 $43.938.635 $+43.938.635 $
CATERPILLAR INCCAT45.767.157 $+8.677.810 $37.089.347 $+6.184.725 $30.904.622 $+6.572.638 $24.331.984 $+24.331.984 $
PFIZER INCPFE42.665.254 $-743.493 $43.408.747 $+1.748.477 $41.660.270 $+3.081.944 $38.578.326 $+38.578.326 $
Medtronic plcMDT38.160.123 $-113.785 $38.273.908 $+4.916.041 $33.357.867 $+1.678.802 $31.679.065 $+31.679.065 $
Walmart Inc.WMT34.038.652 $+2.551.142 $31.487.510 $+1.681.624 $29.805.886 $+3.276.187 $26.529.699 $+26.529.699 $
HERSHEY COHSY32.855.397 $-397.978 $33.253.375 $+3.640.427 $29.612.948 $+1.792.182 $27.820.766 $+27.820.766 $
AFLAC INCAFL33.201.635 $+346.197 $32.855.438 $+1.588.341 $31.267.097 $+764.344 $30.502.753 $+30.502.753 $
PEPSICO INCPEP32.815.848 $+875.719 $31.940.129 $+1.907.367 $30.032.762 $+615.134 $29.417.628 $+29.417.628 $
PROCTER & GAMBLE CoPG30.097.966 $-2.236.755 $32.334.721 $+416.074 $31.918.647 $+5.113.285 $26.805.362 $+26.805.362 $
VERIZON COMMUNICATIONS INCVZ22.381.135 $-2.352.958 $24.734.093 $+387.016 $24.347.077 $-7.117.930 $31.465.007 $+31.465.007 $
APPFOLIO INCAPPF29.792.050 $+1.767.727 $28.024.323 $+5.528.458 $22.495.865 $+857.960 $21.637.905 $+21.637.905 $
AT&T INC.T25.227.752 $-3.453.329 $28.681.081 $-652.792 $29.333.873 $+1.805.838 $27.528.035 $+27.528.035 $
SanofiSNY29.269.840 $+2.993.600 $26.276.240 $+2.111.578 $24.164.662 $+6.384.186 $17.780.476 $+17.780.476 $
QUEST DIAGNOSTICS INCDGX26.341.854 $-2.588.190 $28.930.044 $+4.338.697 $24.591.347 $+4.270.427 $20.320.920 $+20.320.920 $
Eaton Corp plcETN24.548.521 $-4.296.049 $28.844.570 $+1.413.458 $27.431.112 $+10.675.511 $16.755.601 $+16.755.601 $
BHP Group LtdBHP28.666.272 $+556.732 $28.109.540 $+6.150.877 $21.958.663 $+2.002.413 $19.956.250 $+19.956.250 $
EXXON MOBIL CORPXOM27.608.764 $+2.090.733 $25.518.031 $+962.377 $24.555.654 $-484.225 $25.039.879 $+25.039.879 $
UNITED PARCEL SERVICE INCUPS20.866.898 $+1.760.998 $19.105.900 $-7.193.815 $26.299.715 $-68.298 $26.368.013 $+26.368.013 $
MCDONALDS CORPMCD25.912.840 $+147.526 $25.765.314 $+4.205.798 $21.559.516 $+1.317.940 $20.241.576 $+20.241.576 $
Shell plcSHEL20.333.533 $+738.676 $19.594.857 $-5.947.708 $25.542.565 $+726.879 $24.815.686 $+24.815.686 $
JPMORGAN CHASE & COJPM25.094.171 $+497.255 $24.596.916 $+4.616.319 $19.980.597 $+5.380.341 $14.600.256 $+14.600.256 $
CONOCOPHILLIPSCOP24.035.397 $+264.930 $23.770.467 $+1.126.373 $22.644.094 $-744.385 $23.388.479 $+23.388.479 $
DARDEN RESTAURANTS INCDRI22.560.852 $-777.284 $23.338.136 $+865.429 $22.472.707 $+720.235 $21.752.472 $+21.752.472 $
GENERAL DYNAMICS CORPGD22.455.222 $-289.478 $22.744.700 $+8.657.522 $14.087.178 $+2.475.270 $11.611.908 $+11.611.908 $
ELI LILLY & CoLLY22.488.754 $+7.404.244 $15.084.510 $+7.713.274 $7.371.236 $+7.371.236 $
3M COMMM21.796.174 $+992.122 $20.804.052 $+368.268 $20.435.784 $+2.500.213 $17.935.571 $+17.935.571 $
AMERICAN EXPRESS COAXP20.968.766 $+3.092.911 $17.875.855 $+559.069 $17.316.786 $+2.870.415 $14.446.371 $+14.446.371 $
NVIDIA CORPNVDA20.302.950 $+858.142 $19.444.808 $+2.879.083 $16.565.725 $+4.981.529 $11.584.196 $+11.584.196 $
Duke Energy CORPDUK18.786.653 $-1.048.245 $19.834.898 $+2.137.022 $17.697.876 $+1.569.539 $16.128.337 $+16.128.337 $
GENUINE PARTS COGPC17.093.776 $-2.174.257 $19.268.033 $+2.438.575 $16.829.458 $+2.326.427 $14.503.031 $+14.503.031 $
EMERSON ELECTRIC COEMR18.527.712 $+214.984 $18.312.728 $-300.140 $18.612.868 $+5.116.184 $13.496.684 $+13.496.684 $
DEERE & CODE15.969.051 $+264.456 $15.704.595 $-1.685.763 $17.390.358 $+3.262.923 $14.127.435 $+14.127.435 $
ALPHA PRO TECH LTDAPT16.793.170 $+4.229.910 $12.563.260 $+3.403.266 $9.159.994 $+1.186.249 $7.973.745 $+7.973.745 $
PRICE T ROWE GROUP INCTROW15.827.948 $-337.852 $16.165.800 $+667.900 $15.497.900 $-1.027.124 $16.525.024 $+16.525.024 $
CHEVRON CORPCVX15.240.238 $-293.265 $15.533.503 $+3.894.017 $11.639.486 $-319.574 $11.959.060 $+11.959.060 $
Mastercard IncMA14.107.016 $+819.046 $13.287.970 $+87.999 $13.199.971 $+3.761.345 $9.438.626 $+9.438.626 $
Zoetis Inc.ZTS13.112.457 $+2.224.786 $10.887.671 $-940.981 $11.828.652 $+1.708.110 $10.120.542 $+10.120.542 $
TARGET CORPTGT11.221.700 $-256.491 $11.478.191 $-1.117.836 $12.596.027 $+585.861 $12.010.166 $+12.010.166 $
HUBBELL INCHUBB12.225.016 $+1.016.301 $11.208.715 $+11.208.715 $
REINSURANCE GROUP OF AMERICA INCRGA11.460.902 $+1.222.102 $10.238.800 $-474.822 $10.713.622 $+146.393 $10.567.229 $+10.567.229 $
INTEL CORPINTC11.231.770 $+1.411.786 $9.819.984 $+3.044.006 $6.775.978 $-15.629 $6.791.607 $+6.791.607 $
FACTSET RESEARCH SYSTEMS INCFDS6.674.950 $+757.213 $5.917.737 $-3.437.571 $9.355.308 $+1.860.113 $7.495.195 $+7.495.195 $
SHERWIN WILLIAMS COSHW7.706.405 $-59.861 $7.766.266 $+7.766.266 $
TotalEnergies SETTE7.191.040 $+583.797 $6.607.243 $+6.607.243 $
MURPHY OIL CORPMUR5.385.060 $-1.435.598 $6.820.658 $+6.820.658 $
LIQUIDITY SERVICES INCLQDT3.784.779 $+1.489.107 $2.295.672 $+372.544 $1.923.128 $+581.387 $1.341.741 $+1.341.741 $
MOSAIC COMOS3.650.077 $+3.650.077 $
SMITH A O CORPAOS3.043.776 $+690.398 $2.353.378 $+301.562 $2.051.816 $+851.806 $1.200.010 $+1.200.010 $
ADVANCE AUTO PARTS INCAAP2.829.903 $+2.829.903 $
PAR TECHNOLOGY CORPPAR2.343.507 $+1.756.615 $586.892 $-434.373 $1.021.265 $+94.786 $926.479 $+926.479 $
ZEBRA TECHNOLOGIES CORPZBRA2.295.377 $+1.364.078 $931.299 $-15.366 $946.665 $+946.665 $
TORO COTTC2.038.533 $+693.374 $1.345.159 $+133.350 $1.211.809 $+568.481 $643.328 $+643.328 $
Avery Dennison CorpAVY1.792.609 $+1.329.127 $463.482 $-28.185 $491.667 $+491.667 $
BIO-TECHNE CorpTECH953.251 $+338.373 $614.878 $+614.878 $
ALIGN TECHNOLOGY INCALGN940.491 $+940.491 $
COCA COLA COKO888.416 $-4.715 $893.131 $+114.386 $778.745 $-9.576 $788.321 $+788.321 $
NATIONAL BEVERAGE CORPFIZZ542.186 $+268.230 $273.956 $+273.956 $
SOUTHERN COSO387.778 $-33.664 $421.442 $+3.891 $417.551 $-75.945 $493.496 $+493.496 $
AMAZON COM INCAMZN310.453 $+310.453 $
Sunoco LPSUN255.918 $+11.719 $244.199 $-17.481 $261.680 $-21.827 $283.507 $+283.507 $
AbbVie Inc.ABBV243.113 $-32.188 $275.301 $+63.509 $211.792 $-27.270 $239.062 $+239.062 $
ISHARES GOLD TRUSTIAU223.218 $+23.100 $200.118 $+200.118 $
MCKESSON CORPMCK214.998 $+12.701 $202.297 $+202.297 $
FLOWERS FOODS INCFLO111.999 $-22.338 $134.337 $-30.161 $164.498 $-31.191 $195.689 $+195.689 $
Willis Investment Counsel3.762 $-142 $3.904 $+72 $3.832 $+356 $3.476 $+3.476 $
GRAYBILL WEALTH MANAGEMENT, LTD.10 $+10 $
MAI Capital Management1 $+0 $1 $+0 $1 $+0 $1 $+1 $
1.916.828.808 $+101.246.381 $1.815.582.437 $+132.396.481 $1.696.304.242 $+222.153.851 $1.480.630.371 $+1.480.630.371 $
Erweiterte Einstellungen ×