Investments: Richard C. Young & CO., 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. ($)
1.109.336.731 $+42.708.841 $1.072.257.887 $+76.565.639 $1.008.158.902 $+81.086.028 $927.072.874 $+927.072.874 $
BANK OF AMERICA CORP /DE/BAC447.097.702 $+5.460.461 $441.637.241 $+13.290.931 $428.346.310 $+33.925.406 $394.420.904 $+394.420.904 $
CITIGROUP INCC55.639.696 $+5.880.406 $49.759.290 $-5.966.266 $55.725.556 $+2.406.848 $53.318.708 $+53.318.708 $
SPS COMMERCE INCSPSC48.270.997 $+4.651.235 $43.619.762 $+5.060.563 $38.559.199 $+1.409.854 $37.149.345 $+37.149.345 $
ALPHA PRO TECH LTDAPT41.888.364 $+9.593.382 $32.294.982 $+8.874.941 $23.420.041 $+5.690.715 $17.729.326 $+17.729.326 $
NVIDIA CORPNVDA35.865.147 $+1.007.497 $34.857.650 $+5.068.662 $29.788.988 $+17.632.252 $12.156.736 $+12.156.736 $
ORACLE CORPORCL20.985.433 $-8.919.909 $29.905.342 $+6.426.614 $23.478.728 $+8.641.343 $14.837.385 $+14.837.385 $
CATERPILLAR INCCAT29.105.593 $+4.384.043 $24.721.550 $+4.133.913 $20.587.637 $+2.591.302 $17.996.335 $+17.996.335 $
Walmart Inc.WMT24.324.361 $+4.145.706 $20.178.655 $+1.042.403 $19.136.252 $+2.066.100 $17.070.152 $+17.070.152 $
AT&T INC.T20.767.920 $-2.714.500 $23.482.420 $-772.116 $24.254.536 $+583.657 $23.670.879 $+23.670.879 $
APPFOLIO INCAPPF23.442.629 $+2.746.403 $20.696.226 $+3.981.883 $16.714.343 $-1.246.146 $17.960.489 $+17.960.489 $
AMAZON COM INCAMZN23.036.336 $+2.118.085 $20.918.251 $+669.395 $20.248.856 $+3.171.277 $17.077.579 $+17.077.579 $
JPMORGAN CHASE & COJPM22.670.309 $+450.850 $22.219.459 $+1.493.800 $20.725.659 $+3.235.934 $17.489.725 $+17.489.725 $
EXXON MOBIL CORPXOM21.666.668 $+1.515.300 $20.151.368 $+798.642 $19.352.726 $-1.890.297 $21.243.023 $+21.243.023 $
SOUTHERN COSO19.756.761 $-1.469.319 $21.226.080 $+549.165 $20.676.915 $+167.469 $20.509.446 $+20.509.446 $
PROCTER & GAMBLE CoPG16.603.304 $-1.502.019 $18.105.323 $-1.597.001 $19.702.324 $-1.388.817 $21.091.141 $+21.091.141 $
ELI LILLY & CoLLY20.715.366 $+6.840.211 $13.875.155 $+13.875.155 $
MICROSOFT CORPMSFT20.011.662 $-619.432 $20.631.094 $+851.755 $19.779.339 $+5.081.216 $14.698.123 $+14.698.123 $
CUMMINS INCCMI19.831.633 $+3.749.488 $16.082.145 $+3.665.142 $12.417.003 $+691.802 $11.725.201 $+11.725.201 $
CHEVRON CORPCVX16.131.552 $+91.920 $16.039.632 $+1.139.622 $14.900.010 $-2.236.038 $17.136.048 $+17.136.048 $
VERIZON COMMUNICATIONS INCVZ12.902.714 $-3.220.468 $16.123.182 $-127.161 $16.250.343 $-563.217 $16.813.560 $+16.813.560 $
KROGER COKR16.416.986 $+6.096.474 $10.320.512 $-236.753 $10.557.265 $+577.998 $9.979.267 $+9.979.267 $
EMERSON ELECTRIC COEMR16.165.177 $+328.390 $15.836.787 $-363.095 $16.199.882 $+3.155.543 $13.044.339 $+13.044.339 $
Vertiv Holdings CoVRT16.079.492 $+2.818.972 $13.260.520 $+13.260.520 $
JOHNSON & JOHNSONJNJ15.747.385 $+1.863.638 $13.883.747 $+2.446.340 $11.437.407 $-952.772 $12.390.179 $+12.390.179 $
MCDONALDS CORPMCD13.791.212 $+388.952 $13.402.260 $+518.110 $12.884.150 $-840.194 $13.724.344 $+13.724.344 $
Phillips 66PSX12.085.513 $-909.607 $12.995.120 $+1.274.144 $11.720.976 $-389.720 $12.110.696 $+12.110.696 $
GENERAL DYNAMICS CORPGD12.287.561 $-413.085 $12.700.646 $+1.713.075 $10.987.571 $+636.216 $10.351.355 $+10.351.355 $
Medtronic plcMDT12.221.359 $-364.411 $12.585.770 $+12.585.770 $
COCA COLA COKO12.195.457 $+859.583 $11.335.874 $-780.619 $12.116.493 $+66.071 $12.050.422 $+12.050.422 $
PFIZER INCPFE4.906.756 $-6.467.916 $11.374.672 $+619.965 $10.754.707 $-233.751 $10.988.458 $+10.988.458 $
ALLSTATE CORPALL8.665.681 $-738.103 $9.403.784 $+631.356 $8.772.428 $+250.669 $8.521.759 $+8.521.759 $
ANALOG DEVICES INCADI9.376.786 $+1.881.187 $7.495.599 $+67.109 $7.428.490 $+1.104.268 $6.324.222 $+6.324.222 $
COLGATE PALMOLIVE COCL1.289.519 $-113.532 $1.403.051 $-7.472.679 $8.875.730 $-256.449 $9.132.179 $+9.132.179 $
NEXTERA ENERGY INCNEE8.596.171 $+886.035 $7.710.136 $+912.820 $6.797.316 $+22.001 $6.775.315 $+6.775.315 $
AbbVie Inc.ABBV7.401.452 $+1.282.547 $6.118.905 $+1.341.337 $4.777.568 $-488.363 $5.265.931 $+5.265.931 $
TARGET CORPTGT5.424.349 $-1.151.839 $6.576.188 $-520.409 $7.096.597 $+7.096.597 $
Duke Energy CORPDUK5.396.248 $+113.498 $5.282.750 $+356.722 $4.926.028 $-76.015 $5.002.043 $+5.002.043 $
BERKSHIRE HATHAWAY INCBRK-B4.254.704 $+2.914 $4.251.790 $+143.229 $4.108.561 $-392.975 $4.501.536 $+4.501.536 $
SanofiSNY1.346.316 $+18.958 $1.327.358 $-61.216 $1.388.574 $-243.558 $1.632.132 $+1.632.132 $
MICRON TECHNOLOGY INCMU591.656 $+383.624 $208.032 $+208.032 $
3M COMMM531.588 $+14.468 $517.120 $+11.259 $505.861 $+19.377 $486.484 $+486.484 $
ADVANCED MICRO DEVICES INCAMD424.465 $+114.314 $310.151 $+310.151 $
PEPSICO INCPEP398.334 $+8.549 $389.785 $+32.141 $357.644 $+102.792 $254.852 $+254.852 $
INTEL CORPINTC347.907 $+27.912 $319.995 $+87.135 $232.860 $-971 $233.831 $+233.831 $
RTX CorpRTX326.218 $+71.729 $254.489 $+32.705 $221.784 $+20.898 $200.886 $+200.886 $
BECTON DICKINSON & COBDX245.295 $-80.877 $326.172 $+326.172 $
LOCKHEED MARTIN CORPLMT205.648 $+205.648 $
1.109.336.731 $+42.708.841 $1.072.257.887 $+76.565.639 $1.008.158.902 $+81.086.028 $927.072.874 $+927.072.874 $
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