Investments: Wellington Shields Capital Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
666.234.469 $+29.592.095 $639.757.361 $+68.985.809 $570.771.552 $+570.771.552 $
BANK OF AMERICA CORP /DE/BAC234.215.278 $+2.835.083 $231.380.195 $+21.416.951 $209.963.244 $+209.963.244 $
ALPHA PRO TECH LTDAPT70.259.041 $+14.641.928 $55.617.113 $+13.178.639 $42.438.474 $+42.438.474 $
MICROSOFT CORPMSFT54.314.881 $-26.481 $54.341.362 $+1.917.776 $52.423.586 $+52.423.586 $
APPFOLIO INCAPPF32.116.310 $+1.494.548 $30.621.762 $+5.511.347 $25.110.415 $+25.110.415 $
AMAZON COM INCAMZN24.338.122 $+1.603.405 $22.734.717 $+1.050.429 $21.684.288 $+21.684.288 $
JPMORGAN CHASE & COJPM23.194.084 $+1.111.643 $22.082.441 $+2.271.992 $19.810.449 $+19.810.449 $
Mastercard IncMA17.718.403 $-92.176 $17.810.579 $+305.024 $17.505.555 $+17.505.555 $
Bloom Energy CorpBE14.123.970 $-1.198.000 $15.321.970 $+15.321.970 $
AMERICAN EXPRESS COAXP14.816.071 $+2.097.214 $12.718.857 $+1.215.470 $11.503.387 $+11.503.387 $
EXXON MOBIL CORPXOM12.482.631 $+82.477 $12.400.154 $+452.966 $11.947.188 $+11.947.188 $
Palo Alto Networks IncPANW10.642.155 $-1.284.887 $11.927.042 $-448.562 $12.375.604 $+12.375.604 $
BOEING COBA11.100.725 $+1.428.489 $9.672.236 $+1.010.236 $8.662.000 $+8.662.000 $
ADVANCED MICRO DEVICES INCAMD11.014.249 $+2.693.389 $8.320.860 $+923.613 $7.397.247 $+7.397.247 $
NVIDIA CORPNVDA10.435.179 $-46.721 $10.481.900 $+153.330 $10.328.570 $+10.328.570 $
MCKESSON CORPMCK6.381.036 $+454.882 $5.926.154 $+326.982 $5.599.172 $+5.599.172 $
ELI LILLY & CoLLY6.277.206 $+1.797.633 $4.479.573 $+438.489 $4.041.084 $+4.041.084 $
LINDE PLCLIN4.422.517 $-981.321 $5.403.838 $+133.774 $5.270.064 $+5.270.064 $
RTX CorpRTX5.166.380 $+495.702 $4.670.678 $+407.836 $4.262.842 $+4.262.842 $
Constellation Energy CorpCEG4.355.391 $+298.395 $4.056.996 $+219.206 $3.837.790 $+3.837.790 $
INTUITIVE SURGICAL INCISRG4.324.159 $+1.160.007 $3.164.152 $-1.006.520 $4.170.672 $+4.170.672 $
Edwards Lifesciences CorpEW4.052.018 $+355.532 $3.696.486 $-138.229 $3.834.715 $+3.834.715 $
JOHNSON & JOHNSONJNJ3.914.483 $+304.024 $3.610.459 $+761.913 $2.848.546 $+2.848.546 $
AbbVie Inc.ABBV3.511.434 $-46.873 $3.558.307 $+701.986 $2.856.321 $+2.856.321 $
Accenture plcACN1.914.321 $+121.539 $1.792.782 $-1.725.153 $3.517.935 $+3.517.935 $
Tronox Holdings plcTROX3.425.953 $-58.205 $3.484.158 $+508.494 $2.975.664 $+2.975.664 $
Walmart Inc.WMT3.251.767 $+68.513 $3.183.254 $+246.234 $2.937.020 $+2.937.020 $
Eaton Corp plcETN2.653.188 $-464.315 $3.117.503 $+143.776 $2.973.727 $+2.973.727 $
BERKSHIRE HATHAWAY INCBRK-B2.896.269 $-44.760 $2.941.029 $+99.274 $2.841.755 $+2.841.755 $
Fidelity Ethereum FundFETH1.912.806 $-1.008.159 $2.920.965 $+2.920.965 $
SPS COMMERCE INCSPSC2.751.977 $+239.160 $2.512.817 $+312.249 $2.200.568 $+2.200.568 $
GENERAL ELECTRIC COGE2.748.019 $+64.331 $2.683.688 $+387.458 $2.296.230 $+2.296.230 $
COCA COLA COKO2.580.303 $+132.710 $2.447.593 $-163.388 $2.610.981 $+2.610.981 $
CHART INDUSTRIES INCGTLS1.122.922 $-767.495 $1.890.417 $-610.617 $2.501.034 $+2.501.034 $
MORGAN STANLEYMS2.444.015 $+211.629 $2.232.386 $-120.169 $2.352.555 $+2.352.555 $
GOLDMAN SACHS GROUP INCGS2.381.848 $+101.782 $2.280.066 $+128.660 $2.151.406 $+2.151.406 $
UNITEDHEALTH GROUP INCUNH1.147.012 $-510.260 $1.657.272 $-662.062 $2.319.334 $+2.319.334 $
NEXTERA ENERGY INCNEE2.286.615 $+136.433 $2.150.182 $+162.201 $1.987.981 $+1.987.981 $
MICRON TECHNOLOGY INCMU364.091 $+150.664 $213.427 $-1.974.550 $2.187.977 $+2.187.977 $
DEERE & CODE1.997.295 $+35.650 $1.961.645 $-219.777 $2.181.422 $+2.181.422 $
ASML HOLDING NVASML1.991.009 $+194.234 $1.796.775 $+309.395 $1.487.380 $+1.487.380 $
CURTISS WRIGHT CORPCW1.957.009 $+29.572 $1.927.437 $+193.084 $1.734.353 $+1.734.353 $
BlackRock, Inc.BLK1.870.045 $+58.914 $1.811.131 $+173.254 $1.637.877 $+1.637.877 $
LOCKHEED MARTIN CORPLMT1.799.141 $-56.957 $1.856.098 $+132.534 $1.723.564 $+1.723.564 $
VERIZON COMMUNICATIONS INCVZ1.622.467 $-217.930 $1.840.397 $+25.031 $1.815.366 $+1.815.366 $
INTEL CORPINTC1.758.795 $+237.719 $1.521.076 $+117.066 $1.404.010 $+1.404.010 $
PROCTER & GAMBLE CoPG1.433.673 $-169.511 $1.603.184 $-75.093 $1.678.277 $+1.678.277 $
Shell plcSHEL1.658.811 $+29.715 $1.629.096 $-23.779 $1.652.875 $+1.652.875 $
ROPER TECHNOLOGIES INCROP603.415 $-1.046.089 $1.649.504 $+1.649.504 $
FLOWERS FOODS INCFLO1.407.019 $+1.145.777 $261.242 $-58.655 $319.897 $+319.897 $
EQUIFAX INCEFX1.131.117 $-206.174 $1.337.291 $-14.805 $1.352.096 $+1.352.096 $
PALATIN TECHNOLOGIES INCPTNT1.305.929 $-34.311 $1.340.240 $+352.465 $987.775 $+987.775 $
CAMECO CORPCCJ1.335.754 $+111.398 $1.224.356 $+118.329 $1.106.027 $+1.106.027 $
AT&T INC.T859.027 $-287.583 $1.146.610 $-78.529 $1.225.139 $+1.225.139 $
INSMED IncINSM1.220.053 $+1.220.053 $
CINTAS CORPCTAS996.771 $-111.633 $1.108.404 $-95.094 $1.203.498 $+1.203.498 $
BECTON DICKINSON & COBDX1.195.471 $+42.504 $1.152.967 $+91.907 $1.061.060 $+1.061.060 $
AMGEN INCAMGN1.140.590 $+157.584 $983.006 $-17.072 $1.000.078 $+1.000.078 $
YUM BRANDS INCYUM985.188 $-95.880 $1.081.068 $+27.178 $1.053.890 $+1.053.890 $
SENSIENT TECHNOLOGIES CORPSXT986.475 $+1.050 $985.425 $-49.035 $1.034.460 $+1.034.460 $
Alcoa CorpAA1.030.393 $+1.030.393 $
ENBRIDGE INCENB857.803 $-79.020 $936.823 $+96.720 $840.103 $+840.103 $
CSX CORPCSX878.437 $+17.933 $860.504 $+69.790 $790.714 $+790.714 $
ORACLE CORPORCL580.876 $-256.727 $837.603 $+165.098 $672.505 $+672.505 $
CHEVRON CORPCVX793.598 $-13.813 $807.411 $+212.439 $594.972 $+594.972 $
SCHOLASTIC CORPSCHL805.936 $+39.296 $766.640 $+766.640 $
MCDONALDS CORPMCD778.295 $-11.295 $789.590 $+30.523 $759.067 $+759.067 $
BOSTON SCIENTIFIC CORPBSX501.446 $-11.990 $513.436 $-212.548 $725.984 $+725.984 $
AGNICO EAGLE MINES LTDAEM644.214 $+3.686 $640.528 $+307.524 $333.004 $+333.004 $
ANALOG DEVICES INCADI632.710 $+6.175 $626.535 $+19.584 $606.951 $+606.951 $
PEPSICO INCPEP614.861 $+13.195 $601.666 $+36.035 $565.631 $+565.631 $
Rocket Lab CorpRKLB585.984 $+183.540 $402.444 $+101.976 $300.468 $+300.468 $
STRYKER CORPSYK509.632 $-26.390 $536.022 $-37.642 $573.664 $+573.664 $
CVS HEALTH CorpCVS567.666 $+28.398 $539.268 $+45.851 $493.417 $+493.417 $
Walt Disney CoDIS448.228 $-2.876 $451.104 $-105.504 $556.608 $+556.608 $
FRANCO NEVADA CorpFNV507.836 $-38.294 $546.130 $+144.526 $401.604 $+401.604 $
CITIGROUP INCC541.370 $+71.537 $469.833 $+25.712 $444.121 $+444.121 $
IDACORP INCIDA506.240 $-22.360 $528.600 $+66.800 $461.800 $+461.800 $
STEPAN COSCL449.920 $-3.230 $453.150 $-65.360 $518.510 $+518.510 $
WEYERHAEUSER COWY454.773 $-21.117 $475.890 $-17.277 $493.167 $+493.167 $
GENERAL DYNAMICS CORPGD336.660 $-108.345 $445.005 $+64.389 $380.616 $+380.616 $
EMERSON ELECTRIC COEMR432.004 $+5.013 $426.991 $+17.001 $409.990 $+409.990 $
CATERPILLAR INCCAT429.653 $+71.790 $357.863 $+66.705 $291.158 $+291.158 $
NETFLIX INCNFLX295.344 $-70.327 $365.671 $-42.764 $408.435 $+408.435 $
FEDEX CORPFDX389.961 $+71.617 $318.344 $+11.475 $306.869 $+306.869 $
AES CORPAES305.499 $-78.826 $384.325 $+74.248 $310.077 $+310.077 $
ANTERO RESOURCES CorpAR275.680 $+7.200 $268.480 $-114.180 $382.660 $+382.660 $
PFIZER INCPFE373.699 $+3.432 $370.267 $+7.765 $362.502 $+362.502 $
3M COMMM364.628 $+11.206 $353.422 $+6.695 $346.727 $+346.727 $
CHIPOTLE MEXICAN GRILL INCCMG42.550 $-202.388 $244.938 $-106.000 $350.938 $+350.938 $
SCHWAB CHARLES CORPSCHW349.713 $+15.804 $333.909 $+5.910 $327.999 $+327.999 $
STEEL DYNAMICS INCSTLD338.900 $+52.929 $285.971 $+23.422 $262.549 $+262.549 $
AppLovin CorpAPP336.910 $+157.275 $179.635 $+4.595 $175.040 $+175.040 $
HELEN OF TROY LTDHELE250.750 $-46.610 $297.360 $-37.524 $334.884 $+334.884 $
SYSCO CORPSYY250.546 $-70.580 $321.126 $+63.610 $257.516 $+257.516 $
MPLX LPMPLX320.220 $+20.520 $299.700 $-9.360 $309.060 $+309.060 $
CONOCOPHILLIPSCOP286.054 $-2.993 $289.047 $+14.822 $274.225 $+274.225 $
TARGET CORPTGT195.500 $-55.660 $251.160 $-25.060 $276.220 $+276.220 $
PAN AMERICAN SILVER CORPPAAS259.050 $+259.050 $
Owens CorningOC250.384 $+6.974 $243.410 $+243.410 $
Kraft Heinz CoKHC230.205 $-16.993 $247.198 $+2.089 $245.109 $+245.109 $
Antero Midstream CorpAM244.944 $+6.174 $238.770 $+238.770 $
BP PLCBP192.802 $-46.695 $239.497 $+19.511 $219.986 $+219.986 $
ALLSTATE CORPALL228.965 $-7.150 $236.115 $+14.674 $221.441 $+221.441 $
LAM RESEARCH CORPLRCX232.805 $+232.805 $
Bank of New York Mellon CorpBK203.158 $+12.478 $190.680 $-37.095 $227.775 $+227.775 $
Nebius Group N.V.NBIS224.540 $+224.540 $
FISERV INCFISV154.716 $-52.176 $206.892 $+206.892 $
KLA CORPKLAC206.564 $+23.202 $183.362 $+183.362 $
Booking Holdings Inc.BKNG182.081 $-1.494 $183.575 $-13.259 $196.834 $+196.834 $
FASTENAL COFAST154.501 $-34.303 $188.804 $+27.104 $161.700 $+161.700 $
EQT CorpEQT166.160 $-2.573 $168.733 $-12.059 $180.792 $+180.792 $
Phillips 66PSX166.720 $-9.018 $175.738 $+21.602 $154.136 $+154.136 $
ZEBRA TECHNOLOGIES CORPZBRA160.466 $-6.048 $166.514 $+166.514 $
UNITED PARCEL SERVICE INCUPS154.935 $+24.461 $130.474 $-27.194 $157.668 $+157.668 $
GSK plcGSK152.161 $+18.245 $133.916 $+133.916 $
STARBUCKS CORPSBUX131.553 $-10.932 $142.485 $+142.485 $
SCOTTS MIRACLE-GRO COSMG116.758 $+2.801 $113.957 $-18.029 $131.986 $+131.986 $
AFLAC INCAFL121.297 $-1.573 $122.870 $+6.864 $116.006 $+116.006 $
ALBEMARLE CORPALB56.576 $+24.144 $32.432 $-86.641 $119.073 $+119.073 $
FREEPORT-MCMORAN INCFCX113.588 $+24.004 $89.584 $-9.328 $98.912 $+98.912 $
DELTA AIR LINES, INC.DAL55.589 $-46.618 $102.207 $+13.437 $88.770 $+88.770 $
BCB BANCORP INCBCBP86.800 $+2.600 $84.200 $+84.200 $
Duke Energy CORPDUK73.842 $-4.121 $77.963 $+3.623 $74.340 $+74.340 $
Parker-Hannifin CorpPH70.317 $+9.665 $60.652 $+4.774 $55.878 $+55.878 $
COLGATE PALMOLIVE COCL47.649 $-555 $48.204 $-6.609 $54.813 $+54.813 $
Medtronic plcMDT52.833 $+451 $52.382 $+4.438 $47.944 $+47.944 $
STERIS plcSTE50.704 $+1.216 $49.488 $+1.444 $48.044 $+48.044 $
Otis Worldwide CorpOTIS34.940 $-1.632 $36.572 $-3.036 $39.608 $+39.608 $
COMCAST CORPCMCSA31.923 $-4.650 $36.573 $-1.544 $38.117 $+38.117 $
QUEST DIAGNOSTICS INCDGX38.116 $+38.116 $
LOEWS CORPL26.866 $+1.270 $25.596 $+2.241 $23.355 $+23.355 $
CUMMINS INCCMI26.543 $+26.543 $
Planet Labs PBCPL23.664 $+8.088 $15.576 $+9.476 $6.100 $+6.100 $
Public StoragePSA16.868 $-1.907 $18.775 $-297 $19.072 $+19.072 $
FORD MOTOR COF11.152 $+986 $10.166 $+943 $9.223 $+9.223 $
SOUTHERN COSO9.071 $-787 $9.858 $+306 $9.552 $+9.552 $
CONSOLIDATED EDISON INCED9.268 $-112 $9.380 $+16 $9.364 $+9.364 $
Paramount Skydance CorpPSKY2.010 $-828 $2.838 $+2.838 $
666.234.469 $+29.592.095 $639.757.361 $+68.985.809 $570.771.552 $+570.771.552 $
Erweiterte Einstellungen ×