Investments: Wharton Business 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. ($)
2.312.208.437 $+312.214.956 $2.000.196.325 $+1.998.086.911 $2.109.617 $+150.723 $1.959.158 $+1.959.158 $
BANK OF AMERICA CORP /DE/BAC1.653.792.712 $+277.476.478 $1.376.316.234 $+1.374.802.736 $1.513.498 $+138.882 $1.374.616 $+1.374.616 $
BlackRock, Inc.BLK294.206.484 $+17.358.720 $276.847.764 $+276.567.820 $279.944 $+6.100 $273.844 $+273.844 $
APPFOLIO INCAPPF117.141.000 $+6.090.132 $111.050.868 $+110.960.903 $89.965 $-7.089 $97.054 $+97.054 $
JPMORGAN CHASE & COJPM52.385.827 $-373.846 $52.759.673 $+52.703.375 $56.298 $+3.458 $52.840 $+52.840 $
GOLDMAN SACHS GROUP INCGS42.878.178 $+2.765.547 $40.112.631 $+40.070.297 $42.334 $+4.784 $37.550 $+37.550 $
BERKSHIRE HATHAWAY INCBRK-B41.165.527 $-57.645 $41.223.172 $+41.183.323 $39.849 $-4.020 $43.869 $+43.869 $
CATERPILLAR INCCAT27.769.000 $+4.112.857 $23.656.143 $+23.636.609 $19.534 $+2.168 $17.366 $+17.366 $
CUMMINS INCCMI26.557.000 $+4.211.093 $22.345.907 $+22.328.204 $17.703 $+69 $17.634 $+17.634 $
ALPHA PRO TECH LTDAPT9.042.660 $+332.268 $8.710.392 $+8.703.617 $6.775 $+744 $6.031 $+6.031 $
MICROSOFT CORPMSFT8.249.505 $-773.591 $9.023.096 $+9.014.272 $8.824 $+2.257 $6.567 $+6.567 $
CITIGROUP INCC5.942.788 $+721.831 $5.220.957 $+5.216.546 $4.411 $+727 $3.684 $+3.684 $
FEDEX CORPFDX5.436.634 $+1.165.879 $4.270.755 $+4.266.688 $4.067 $-216 $4.283 $+4.283 $
CSX CORPCSX4.592.331 $+93.747 $4.498.584 $+4.494.450 $4.134 $+406 $3.728 $+3.728 $
TEXTRON INCTXT4.560.734 $+140.217 $4.420.517 $+4.416.316 $4.201 $+421 $3.780 $+3.780 $
NVIDIA CORPNVDA2.664.339 $-267.019 $2.931.358 $+2.928.876 $2.482 $+948 $1.534 $+1.534 $
AMAZON COM INCAMZN2.630.194 $+103.163 $2.527.031 $+2.524.496 $2.535 $+484 $2.051 $+2.051 $
ASML HOLDING NVASML2.444.630 $+232.544 $2.212.086 $+2.210.255 $1.831 $+280 $1.551 $+1.551 $
CINTAS CORPCTAS1.784.408 $-450.463 $2.234.871 $+2.232.444 $2.427 $+2.427 $
Smurfit Westrock plcSW1.034.000 $-863.430 $1.897.430 $+1.895.498 $1.932 $-346 $2.278 $+2.278 $
ORACLE CORPORCL623.712 $-272.881 $896.593 $+895.799 $794 $+192 $602 $+602 $
MID PENN BANCORP INCMPB840.890 $+64.517 $776.373 $+775.609 $764 $-1.421 $2.185 $+2.185 $
LOCKHEED MARTIN CORPLMT667.465 $-78.854 $746.319 $+745.627 $692 $+24 $668 $+668 $
ELI LILLY & CoLLY714.662 $+207.267 $507.395 $+506.877 $518 $-31 $549 $+549 $
MORGAN STANLEYMS575.907 $+57.856 $518.051 $+517.556 $495 $-244 $739 $+739 $
Bank of New York Mellon CorpBK554.910 $+34.081 $520.829 $+520.393 $436 $+35 $401 $+401 $
PAYCHEX INCPAYX416.749 $-54.164 $470.913 $+470.373 $540 $-33 $573 $+573 $
INTEL CORPINTC375.110 $-9.057 $384.167 $+383.859 $308 $-4 $312 $+312 $
AMGEN INCAMGN383.711 $+52.913 $330.798 $+330.471 $327 $-39 $366 $+366 $
JOHNSON & JOHNSONJNJ375.200 $+39.034 $336.166 $+335.889 $277 $-189 $466 $+466 $
Accenture plcACN362.205 $+29.295 $332.910 $+332.506 $404 $-17 $421 $+421 $
CHEVRON CORPCVX338.198 $-6.391 $344.589 $+344.271 $318 $-53 $371 $+371 $
Walt Disney CoDIS273.389 $-24.082 $297.471 $+297.149 $322 $+54 $268 $+268 $
CONOCOPHILLIPSCOP286.915 $-3.003 $289.918 $+289.643 $275 $-47 $322 $+322 $
COGNEX CORPCGNX225.595 $-58.436 $284.031 $+284.031 $
PALATIN TECHNOLOGIES INCPTNT257.738 $-6.771 $264.509 $+264.509 $
WELLTOWER INC.WELL241.293 $+9.711 $231.582 $+231.382 $200 $-191 $391 $+391 $
Vertiv Holdings CoVRT216.283 $+14.885 $201.398 $+201.398 $
ALLSTATE CORPALL202.844 $+202.844 $
Mastercard IncMA200.554 $+200.554 $
UNITEDHEALTH GROUP INCUNH264 $+264 $
Booking Holdings Inc.BKNG203 $+203 $
2.312.208.437 $+312.214.956 $2.000.196.325 $+1.998.086.911 $2.109.617 $+150.723 $1.959.158 $+1.959.158 $
Erweiterte Einstellungen ×