Investments: Welch Group, LLC

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. ($)
2.551.981.620 $+7.699.473 $2.545.572.132 $+165.779.997 $2.379.620.775 $+115.095.635 $2.264.729.805 $+2.264.729.805 $
BANK OF AMERICA CORP /DE/BAC890.416.982 $-12.113.740 $902.530.722 $+34.336.647 $868.194.075 $+53.510.526 $814.683.549 $+814.683.549 $
MICROSOFT CORPMSFT99.955.214 $-7.285.846 $107.241.060 $+5.285.022 $101.956.038 $+24.719.848 $77.236.190 $+77.236.190 $
APPFOLIO INCAPPF102.181.647 $+5.906.341 $96.275.306 $+19.299.449 $76.975.857 $-1.625.574 $78.601.431 $+78.601.431 $
RTX CorpRTX91.854.386 $+5.152.395 $86.701.991 $+10.556.051 $76.145.940 $+7.385.502 $68.760.438 $+68.760.438 $
JPMORGAN CHASE & COJPM90.556.388 $+604.446 $89.951.942 $+7.172.934 $82.779.008 $+13.773.842 $69.005.166 $+69.005.166 $
AbbVie Inc.ABBV83.992.169 $-1.795.285 $85.787.454 $+17.598.249 $68.189.205 $-6.128.268 $74.317.473 $+74.317.473 $
JOHNSON & JOHNSONJNJ78.657.584 $+7.567.546 $71.090.038 $+13.211.086 $57.878.952 $-3.149.033 $61.027.985 $+61.027.985 $
SOUTHERN COSO67.951.460 $-5.265.394 $73.216.854 $+2.741.446 $70.475.408 $+628.828 $69.846.580 $+69.846.580 $
NEXTERA ENERGY INCNEE69.797.096 $+4.058.349 $65.738.747 $+6.673.625 $59.065.122 $+238.594 $58.826.528 $+58.826.528 $
CHEVRON CORPCVX65.534.012 $-810.072 $66.344.084 $+6.221.521 $60.122.563 $-8.003.809 $68.126.372 $+68.126.372 $
EXXON MOBIL CORPXOM65.987.979 $+4.643.575 $61.344.404 $+3.617.671 $57.726.733 $-4.345.113 $62.071.846 $+62.071.846 $
LOCKHEED MARTIN CORPLMT64.175.374 $-1.063.794 $65.239.168 $+6.461.158 $58.778.010 $+3.943.537 $54.834.473 $+54.834.473 $
MCDONALDS CORPMCD64.863.641 $+1.115.568 $63.748.073 $+3.559.766 $60.188.307 $-2.404.077 $62.592.384 $+62.592.384 $
EMERSON ELECTRIC COEMR63.648.660 $+365.895 $63.282.765 $-1.123.557 $64.406.322 $+12.902.838 $51.503.484 $+51.503.484 $
COLGATE PALMOLIVE COCL48.453.205 $-6.368.428 $54.821.633 $-5.630.598 $60.452.231 $-377.511 $60.829.742 $+60.829.742 $
PAYCHEX INCPAYX45.635.080 $-5.879.469 $51.514.549 $-6.450.279 $57.964.828 $-2.206.877 $60.171.705 $+60.171.705 $
PROCTER & GAMBLE CoPG49.849.608 $-3.113.189 $52.962.797 $-855.154 $53.817.951 $-2.148.327 $55.966.278 $+55.966.278 $
CONSOLIDATED EDISON INCED52.457.701 $-83.840 $52.541.541 $+960.605 $51.580.936 $-4.260.852 $55.841.788 $+55.841.788 $
PEPSICO INCPEP46.897.117 $+526.479 $46.370.638 $-1.674.646 $48.045.284 $-4.304.612 $52.349.896 $+52.349.896 $
VERIZON COMMUNICATIONS INCVZ48.152.163 $-3.107.509 $51.259.672 $+1.588.575 $49.671.097 $-1.454.924 $51.126.021 $+51.126.021 $
PFIZER INCPFE49.366.183 $-1.260.391 $50.626.574 $+4.357.920 $46.268.654 $+211.692 $46.056.962 $+46.056.962 $
NVIDIA CORPNVDA33.233.666 $-783.309 $34.016.975 $+4.932.377 $29.084.598 $+9.410.439 $19.674.159 $+19.674.159 $
ALPHA PRO TECH LTDAPT24.382.733 $+5.530.486 $18.852.247 $+5.232.733 $13.619.514 $+2.176.531 $11.442.983 $+11.442.983 $
CATERPILLAR INCCAT23.274.069 $+3.855.406 $19.418.663 $+4.032.406 $15.386.257 $+2.867.768 $12.518.489 $+12.518.489 $
COCA COLA COKO19.137.148 $+1.288.061 $17.849.087 $-497.625 $18.346.712 $+285.191 $18.061.521 $+18.061.521 $
ORACLE CORPORCL13.309.707 $-5.648.894 $18.958.601 $+4.554.252 $14.404.349 $+5.514.423 $8.889.926 $+8.889.926 $
AMAZON COM INCAMZN15.094.769 $+1.256.748 $13.838.021 $+471.844 $13.366.177 $+2.147.314 $11.218.863 $+11.218.863 $
ADVANCED MICRO DEVICES INCAMD14.481.891 $+2.952.763 $11.529.128 $+1.583.807 $9.945.321 $+3.482.115 $6.463.206 $+6.463.206 $
GOLDMAN SACHS GROUP INCGS14.360.358 $+1.218.897 $13.141.461 $+1.531.529 $11.609.932 $+2.972.749 $8.637.183 $+8.637.183 $
DEERE & CODE12.576.484 $+569.527 $12.006.957 $-988.736 $12.995.693 $+1.304.617 $11.691.076 $+11.691.076 $
MICRON TECHNOLOGY INCMU10.249.568 $+9.451.834 $797.734 $+210.117 $587.617 $+162.606 $425.011 $+425.011 $
Mastercard IncMA9.667.386 $+556.500 $9.110.886 $+396.647 $8.714.239 $+603.799 $8.110.440 $+8.110.440 $
STRYKER CORPSYK8.891.160 $-22.206 $8.913.366 $+314.102 $8.599.264 $+1.031.314 $7.567.950 $+7.567.950 $
AFLAC INCAFL5.914.385 $-1.394.626 $7.309.011 $-959.789 $8.268.800 $-493.195 $8.761.995 $+8.761.995 $
SHERWIN WILLIAMS COSHW8.224.393 $-90.660 $8.315.053 $+453.192 $7.861.861 $+385.732 $7.476.129 $+7.476.129 $
ELI LILLY & CoLLY8.260.002 $+2.526.815 $5.733.187 $+658.446 $5.074.741 $-218.111 $5.292.852 $+5.292.852 $
Palo Alto Networks IncPANW7.579.646 $-342.394 $7.922.040 $+7.922.040 $
Accenture plcACN7.256.051 $+508.202 $6.747.849 $-216.151 $6.964.000 $+446.913 $6.517.087 $+6.517.087 $
AMERICAN EXPRESS COAXP6.989.096 $+722.565 $6.266.531 $+259.180 $6.007.351 $+1.013.937 $4.993.414 $+4.993.414 $
TARGET CORPTGT6.014.606 $-211.478 $6.226.084 $+146.208 $6.079.876 $+494.500 $5.585.376 $+5.585.376 $
Walmart Inc.WMT5.671.075 $+468.014 $5.203.061 $+512.513 $4.690.548 $+677.126 $4.013.422 $+4.013.422 $
REGIONS FINANCIAL CORPRF3.996.494 $+3.853 $3.992.641 $+757.331 $3.235.310 $+340.186 $2.895.124 $+2.895.124 $
SPS COMMERCE INCSPSC3.820.033 $+845.460 $2.974.573 $+553.003 $2.421.570 $+263.850 $2.157.720 $+2.157.720 $
AT&T INC.T2.200.188 $-449.286 $2.649.474 $+184.827 $2.464.647 $+31.289 $2.433.358 $+2.433.358 $
Aon plcAON1.816.627 $-12.629 $1.829.256 $-923 $1.830.179 $-193.468 $2.023.647 $+2.023.647 $
WELLTOWER INC.WELL1.991.781 $+85.148 $1.906.633 $+261.260 $1.645.373 $+3.779 $1.641.594 $+1.641.594 $
GRACO INCGGG1.692.927 $-61.752 $1.754.679 $-20.860 $1.775.539 $-209.107 $1.984.646 $+1.984.646 $
Bank of New York Mellon CorpBK1.966.101 $+120.754 $1.845.347 $+302.308 $1.543.039 $+142.262 $1.400.777 $+1.400.777 $
GENUINE PARTS COGPC1.705.803 $-214.926 $1.920.729 $+341.607 $1.579.122 $+37.073 $1.542.049 $+1.542.049 $
BlackRock, Inc.BLK1.659.058 $+798.173 $860.885 $+445.581 $415.304 $+21.349 $393.955 $+393.955 $
Duke Energy CORPDUK1.567.086 $-19.566 $1.586.652 $+123.441 $1.463.211 $-7.767 $1.470.978 $+1.470.978 $
WATTS WATER TECHNOLOGIES INCWTS1.490.508 $-17.604 $1.508.112 $+180.306 $1.327.806 $+226.314 $1.101.492 $+1.101.492 $
TEXTRON INCTXT1.342.418 $+41.272 $1.301.146 $+64.680 $1.236.466 $+112.266 $1.124.200 $+1.124.200 $
NOVARTIS AGNVS1.331.273 $+117.353 $1.213.920 $+68.439 $1.145.481 $+82.144 $1.063.337 $+1.063.337 $
GATX CORPGATX1.274.024 $-39.055 $1.313.079 $+159.559 $1.153.520 $-18.990 $1.172.510 $+1.172.510 $
NETFLIX INCNFLX927.662 $-147.770 $1.075.432 $-131.125 $1.206.557 $+368.893 $837.664 $+837.664 $
Walt Disney CoDIS1.152.315 $+1.374 $1.150.941 $-47.065 $1.198.006 $+260.304 $937.702 $+937.702 $
STATE STREET CORPSTT1.120.194 $+116.359 $1.003.835 $+115.576 $888.259 $+144.953 $743.306 $+743.306 $
CONOCOPHILLIPSCOP1.091.752 $-21.645 $1.113.397 $+175.255 $938.142 $-121.388 $1.059.530 $+1.059.530 $
ROYAL BANK OF CANADARY1.091.648 $+148.358 $943.290 $+100.975 $842.315 $+125.740 $716.575 $+716.575 $
Eaton Corp plcETN846.919 $-132.119 $979.038 $+48.365 $930.673 $+215.911 $714.762 $+714.762 $
PALATIN TECHNOLOGIES INCPTNT951.141 $+30.649 $920.492 $+306.779 $613.713 $+228.675 $385.038 $+385.038 $
NATIONAL FUEL GAS CONFG809.247 $-124.429 $933.676 $+111.989 $821.687 $+57.327 $764.360 $+764.360 $
BOEING COBA878.820 $+295.081 $583.739 $+17.039 $566.700 $+114.426 $452.274 $+452.274 $
YUM BRANDS INCYUM825.412 $+5.029 $820.383 $+20.527 $799.856 $+29.160 $770.696 $+770.696 $
GENERAL DYNAMICS CORPGD804.955 $-11.058 $816.013 $+218.693 $597.320 $+51.894 $545.426 $+545.426 $
Sony Group CorpSONY643.994 $-86.495 $730.489 $+75.678 $654.811 $+27.561 $627.250 $+627.250 $
FLOWSERVE CORPFLS683.393 $+159.964 $523.429 $+7.781 $515.648 $+35.165 $480.483 $+480.483 $
GENERAL ELECTRIC COGE648.739 $+227.299 $421.440 $+60.878 $360.562 $+70.205 $290.357 $+290.357 $
UNILEVER PLCUL447.206 $-137.131 $584.337 $-47.113 $631.450 $-4.539 $635.989 $+635.989 $
DIAGEO PLCDEO420.308 $-104.557 $524.865 $-38.024 $562.889 $-16.701 $579.590 $+579.590 $
STARBUCKS CORPSBUX290.907 $-243.455 $534.362 $-7.399 $541.761 $-33.018 $574.779 $+574.779 $
PACCAR INCPCAR207.631 $-365.870 $573.501 $+19.206 $554.295 $-10.594 $564.889 $+564.889 $
CARDINAL HEALTH INCCAH546.630 $+306.795 $239.835 $-23.925 $263.760 $+55.279 $208.481 $+208.481 $
INTEL CORPINTC535.899 $+55.966 $479.933 $+169.623 $310.310 $-7.700 $318.010 $+318.010 $
Constellation Energy CorpCEG525.313 $+66.260 $459.053 $+116.927 $342.126 $+342.126 $
BOSTON SCIENTIFIC CORPBSX449.862 $-3.239 $453.101 $-45.389 $498.490 $+53.158 $445.332 $+445.332 $
GLOBAL PAYMENTS INCGPN451.629 $-33.143 $484.772 $+17.738 $467.034 $-26.223 $493.257 $+493.257 $
PROASSURANCE CORPPRA491.086 $+140.367 $350.719 $+132.113 $218.606 $-33.825 $252.431 $+252.431 $
NASDAQ, INC.NDAQ488.467 $+50.551 $437.916 $-4.803 $442.719 $+72.139 $370.580 $+370.580 $
IDACORP INCIDA462.704 $-20.437 $483.141 $+61.055 $422.086 $+1.865 $420.221 $+420.221 $
FIRSTENERGY CORPFE464.028 $-9.561 $473.589 $+68.463 $405.126 $+4.389 $400.737 $+400.737 $
Kraft Heinz CoKHC391.989 $+399 $391.590 $-61.677 $453.267 $+453.267 $
Phillips 66PSX430.570 $-19.754 $450.324 $+55.355 $394.969 $-31.887 $426.856 $+426.856 $
AGNICO EAGLE MINES LTDAEM356.522 $+4.737 $351.785 $-94.798 $446.583 $+43.768 $402.815 $+402.815 $
NUCOR CORPNUE434.045 $+90.684 $343.361 $-3.366 $346.727 $+20.418 $326.309 $+326.309 $
NORTHERN TRUST CORPNTRS430.669 $+6.275 $424.394 $+24.625 $399.769 $+101.907 $297.862 $+297.862 $
XCEL ENERGY INCXEL389.907 $-35.845 $425.752 $+86.001 $339.751 $-8.083 $347.834 $+347.834 $
EVERSOURCE ENERGYES405.529 $-16.759 $422.288 $+44.639 $377.649 $+14.840 $362.809 $+362.809 $
MORGAN STANLEYMS420.924 $+58.495 $362.429 $+41.268 $321.161 $+68.934 $252.227 $+252.227 $
AMGEN INCAMGN386.984 $+78.880 $308.104 $+68.887 $239.217 $-22.672 $261.889 $+261.889 $
AZZ INCAZZ375.130 $-6.825 $381.955 $+51.275 $330.680 $+36.680 $294.000 $+294.000 $
GRIFFON CORPGFF368.250 $-12.500 $380.750 $+18.900 $361.850 $+9.500 $352.350 $+352.350 $
ALLSTATE CORPALL358.435 $-16.559 $374.994 $+52.495 $322.499 $-7.615 $330.114 $+330.114 $
INTUITIVE SURGICAL INCISRG361.905 $+136.053 $225.852 $-24.117 $249.969 $+25.198 $224.771 $+224.771 $
LAM RESEARCH CORPLRCX359.202 $+97.005 $262.197 $+262.197 $
SENSIENT TECHNOLOGIES CORPSXT338.220 $+360 $337.860 $-16.812 $354.672 $+89.712 $264.960 $+264.960 $
COMCAST CORPCMCSA351.686 $+9.396 $342.290 $+16.583 $325.707 $+114.226 $211.481 $+211.481 $
HALLIBURTON COHAL341.397 $+45.591 $295.806 $+50.381 $245.425 $-51.526 $296.951 $+296.951 $
TEGNA INCTGNA291.150 $-13.800 $304.950 $+53.298 $251.652 $-19.698 $271.350 $+271.350 $
Shell plcSHEL302.391 $+21.258 $281.133 $+8.908 $272.225 $+24.413 $247.812 $+247.812 $
ISHARES GOLD TRUSTIAU297.164 $+297.164 $
TECK RESOURCES LTDTECK282.504 $+32.331 $250.173 $+20.007 $230.166 $+16.701 $213.465 $+213.465 $
CITIGROUP INCC282.497 $+196.554 $85.943 $-2.683 $88.626 $-9.938 $98.564 $+98.564 $
DOLLAR GENERAL CORPDG281.192 $+57.268 $223.924 $-23.873 $247.797 $+247.797 $
LINDE PLCLIN253.345 $-26.288 $279.633 $+279.633 $
ALLIANT ENERGY CORPLNT241.123 $-34.517 $275.640 $+70.975 $204.665 $+204.665 $
3M COMMM261.599 $+8.185 $253.414 $+27.940 $225.474 $+225.474 $
MICROCHIP TECHNOLOGY INCMCHP249.592 $-545 $250.137 $-6.925 $257.062 $+257.062 $
AMEREN CORPAEE244.657 $-6.899 $251.556 $+15.009 $236.547 $-8.715 $245.262 $+245.262 $
LAS VEGAS SANDS CORPLVS241.115 $+241.115 $
KINROSS GOLD CORPKGC239.332 $+239.332 $
MCKESSON CORPMCK235.424 $+235.424 $
Cadence BankCADE230.083 $+28.486 $201.597 $+201.597 $
FEDEX CORPFDX229.052 $+229.052 $
DELTA AIR LINES, INC.DAL227.763 $+227.763 $
HUBBELL INCHUBB217.614 $+6.762 $210.852 $+210.852 $
Talen Energy CorpTLN212.690 $+212.690 $
VALVOLINE INCVVV205.980 $+205.980 $
EXELON CORPEXC202.545 $+202.545 $
SMITH A O CORPAOS202.172 $+202.172 $
SAN JUAN BASIN ROYALTY TRUSTSJT123.685 $-9.244 $132.929 $+1.541 $131.388 $+9.903 $121.485 $+121.485 $
Bitfarms LtdBITF76.939 $-15.388 $92.327 $+64.818 $27.509 $-81 $27.590 $+27.590 $
SILVERCORP METALS INCSVM71.385 $+23.720 $47.665 $+4.112 $43.553 $+43.553 $
GRAFTECH INTERNATIONAL LTDEAF33.305 $+763 $32.542 $+32.542 $
Argo Blockchain PlcARBK3.224 $+922 $2.302 $-2.241 $4.543 $+4.543 $
2.551.981.620 $+7.699.473 $2.545.572.132 $+165.779.997 $2.379.620.775 $+115.095.635 $2.264.729.805 $+2.264.729.805 $
Erweiterte Einstellungen ×