Investments: Montecito Bank & Trust

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
561.534.880 $-20.543.073 $584.242.205 $+75.585.112 $511.358.436 $+511.358.436 $
BANK OF AMERICA CORP /DE/BAC353.162.992 $-11.322.572 $364.485.564 $+40.226.336 $324.259.228 $+324.259.228 $
NVIDIA CORPNVDA32.701.097 $-3.598.042 $36.299.139 $+14.539.903 $21.759.236 $+21.759.236 $
BlackRock, Inc.BLK27.447.807 $+774.673 $26.673.134 $+373.648 $26.299.486 $+26.299.486 $
MICROSOFT CORPMSFT20.630.745 $-3.596.885 $24.227.630 $+5.219.006 $19.008.624 $+19.008.624 $
ALPHA PRO TECH LTDAPT18.548.572 $+1.527.741 $17.020.831 $+6.275.622 $10.745.209 $+10.745.209 $
ELI LILLY & CoLLY9.925.745 $+2.440.715 $7.485.030 $-1.109.389 $8.594.419 $+8.594.419 $
JPMORGAN CHASE & COJPM8.444.742 $-540.597 $8.985.339 $+1.944.493 $7.040.846 $+7.040.846 $
AbbVie Inc.ABBV7.252.044 $-696.493 $7.948.537 $+1.078.586 $6.869.951 $+6.869.951 $
COCA COLA COKO7.508.753 $+335.780 $7.172.973 $-416.241 $7.589.214 $+7.589.214 $
PROCTER & GAMBLE CoPG4.219.046 $-942.826 $5.161.872 $-255.780 $5.417.652 $+5.417.652 $
CHEVRON CORPCVX4.731.263 $+20.230 $4.711.033 $-496.538 $5.207.571 $+5.207.571 $
Trane Technologies plcTT2.816.641 $-843.440 $3.660.081 $+752.461 $2.907.620 $+2.907.620 $
JOHNSON & JOHNSONJNJ3.590.582 $+359.267 $3.231.315 $-294.610 $3.525.925 $+3.525.925 $
EXXON MOBIL CORPXOM3.237.507 $+207.125 $3.030.382 $-464.257 $3.494.639 $+3.494.639 $
Mastercard IncMA2.424.527 $-530.441 $2.954.968 $+229.167 $2.725.801 $+2.725.801 $
Walt Disney CoDIS2.434.336 $-493.315 $2.927.651 $+349.113 $2.578.538 $+2.578.538 $
ORACLE CORPORCL1.836.832 $-814.136 $2.650.968 $+1.293.412 $1.357.556 $+1.357.556 $
GOLDMAN SACHS GROUP INCGS2.476.143 $+223.269 $2.252.874 $+982.203 $1.270.671 $+1.270.671 $
Walmart Inc.WMT2.393.978 $+234.974 $2.159.004 $+197.161 $1.961.843 $+1.961.843 $
FISERV INCFISV1.186.284 $-980.279 $2.166.563 $+2.166.563 $
Eaton Corp plcETN1.750.849 $-399.218 $2.150.067 $+609.606 $1.540.461 $+1.540.461 $
SPS COMMERCE INCSPSC2.122.240 $+193.460 $1.928.780 $+390.401 $1.538.379 $+1.538.379 $
KLA CORPKLAC1.792.243 $-323.970 $2.116.213 $+863.342 $1.252.871 $+1.252.871 $
Booking Holdings Inc.BKNG1.494.137 $-616.978 $2.111.115 $+434.200 $1.676.915 $+1.676.915 $
CATERPILLAR INCCAT1.925.989 $+329.922 $1.596.067 $+526.196 $1.069.871 $+1.069.871 $
PEPSICO INCPEP1.421.135 $+18.560 $1.402.575 $-458.630 $1.861.205 $+1.861.205 $
UNITEDHEALTH GROUP INCUNH1.788.083 $+1.788.083 $
MCDONALDS CORPMCD1.706.332 $+5.156 $1.701.176 $-22.794 $1.723.970 $+1.723.970 $
Palo Alto Networks IncPANW1.457.390 $-192.746 $1.650.136 $+267.269 $1.382.867 $+1.382.867 $
SCHWAB CHARLES CORPSCHW1.616.244 $+70.298 $1.545.946 $+139.309 $1.406.637 $+1.406.637 $
VERIZON COMMUNICATIONS INCVZ1.395.125 $-88.584 $1.483.709 $-112.963 $1.596.672 $+1.596.672 $
MICRON TECHNOLOGY INCMU1.566.044 $+654.652 $911.392 $+440.448 $470.944 $+470.944 $
MCKESSON CORPMCK1.555.269 $+75.855 $1.479.414 $+22.391 $1.457.023 $+1.457.023 $
Parker-Hannifin CorpPH985.315 $-512.789 $1.498.104 $+1.112.727 $385.377 $+385.377 $
CONOCOPHILLIPSCOP1.270.382 $-175.520 $1.445.902 $-17.657 $1.463.559 $+1.463.559 $
LAM RESEARCH CORPLRCX1.218.459 $-234.624 $1.453.083 $+741.277 $711.806 $+711.806 $
EMERSON ELECTRIC COEMR1.448.639 $+13.530 $1.435.109 $+207.251 $1.227.858 $+1.227.858 $
NETFLIX INCNFLX955.133 $-415.233 $1.370.366 $+329.662 $1.040.704 $+1.040.704 $
DEERE & CODE1.154.148 $+5.511 $1.148.637 $-157.095 $1.305.732 $+1.305.732 $
FEDEX CORPFDX1.268.384 $+232.942 $1.035.442 $-34.996 $1.070.438 $+1.070.438 $
CUMMINS INCCMI1.266.937 $+224.950 $1.041.987 $+218.894 $823.093 $+823.093 $
ASTRAZENECA PLCAZN1.193.527 $-55.244 $1.248.771 $+625.197 $623.574 $+623.574 $
NEXTERA ENERGY INCNEE1.240.487 $+71.751 $1.168.736 $-62.481 $1.231.217 $+1.231.217 $
COLGATE PALMOLIVE COCL806.004 $-391.018 $1.197.022 $-21.172 $1.218.194 $+1.218.194 $
Accenture plcACN648.481 $-51.617 $700.098 $-485.030 $1.185.128 $+1.185.128 $
Public StoragePSA662.763 $-380.564 $1.043.327 $+36.217 $1.007.110 $+1.007.110 $
ENBRIDGE INCENB977.454 $-35.682 $1.013.136 $+33.930 $979.206 $+979.206 $
SOUTHERN COSO947.515 $-59.132 $1.006.647 $+98.549 $908.098 $+908.098 $
PFIZER INCPFE755.740 $-22.598 $778.338 $-183.037 $961.375 $+961.375 $
METLIFE INCMET443.327 $-383.833 $827.160 $+111.214 $715.946 $+715.946 $
CITIGROUP INCC803.294 $+115.022 $688.272 $+257.576 $430.696 $+430.696 $
HP INCHPQ290.598 $-461.059 $751.657 $-38.560 $790.217 $+790.217 $
STRYKER CORPSYK689.936 $-42.381 $732.317 $-10.694 $743.011 $+743.011 $
Phillips 66PSX706.752 $-28.028 $734.780 $+96.635 $638.145 $+638.145 $
3M COMMM625.351 $+16.114 $609.237 $-71.019 $680.256 $+680.256 $
EXELON CORPEXC393.705 $-247.913 $641.618 $+223.811 $417.807 $+417.807 $
NICOLET BANKSHARES INCNIC452.787 $-68.584 $521.371 $+33.718 $487.653 $+487.653 $
GENERAL DYNAMICS CORPGD490.850 $-6.328 $497.178 $+92.124 $405.054 $+405.054 $
QUEST DIAGNOSTICS INCDGX429.313 $-48.852 $478.165 $+6.435 $471.730 $+471.730 $
DTE ENERGY CODTE378.040 $-36.491 $414.531 $-42.313 $456.844 $+456.844 $
ROPER TECHNOLOGIES INCROP330.286 $-56.199 $386.485 $-66.312 $452.797 $+452.797 $
Zoetis Inc.ZTS350.583 $-88.209 $438.792 $+438.792 $
FASTENAL COFAST428.541 $+428.541 $
CSX CORPCSX412.199 $+40.871 $371.328 $+371.328 $
Montecito Bank & Trust181.626 $+0 $181.626 $-225.306 $406.932 $+406.932 $
STARBUCKS CORPSBUX344.840 $-14.287 $359.127 $-26.759 $385.886 $+385.886 $
CHIPOTLE MEXICAN GRILL INCCMG287.459 $-94.890 $382.349 $+382.349 $
LOCKHEED MARTIN CORPLMT355.497 $+3.554 $351.943 $+70.516 $281.427 $+281.427 $
EQUINIX INCEQIX339.926 $-13.936 $353.862 $+353.862 $
CONSOLIDATED EDISON INCED208.969 $-2.525 $211.494 $-123.151 $334.645 $+334.645 $
Medtronic plcMDT296.729 $-32.420 $329.149 $+103.062 $226.087 $+226.087 $
ANALOG DEVICES INCADI326.254 $+30.677 $295.577 $+54.380 $241.197 $+241.197 $
ISHARES GOLD TRUSTIAU294.648 $+16.667 $277.981 $+45.384 $232.597 $+232.597 $
Otis Worldwide CorpOTIS230.604 $-10.771 $241.375 $-39.019 $280.394 $+280.394 $
KROGER COKR234.300 $-18.488 $252.788 $-5.449 $258.237 $+258.237 $
INTUITIVE SURGICAL INCISRG244.168 $+244.168 $
Shell plcSHEL229.258 $+6.084 $223.174 $-20.482 $243.656 $+243.656 $
COMCAST CORPCMCSA240.551 $+240.551 $
561.534.880 $-20.543.073 $584.242.205 $+75.585.112 $511.358.436 $+511.358.436 $
Erweiterte Einstellungen ×