Investments: Community Financial Services 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. ($)
539.401.293 $+420.271 $540.108.721 $+49.618.060 $497.225.712 $+47.593.362 $455.888.188 $+455.888.188 $
BANK OF AMERICA CORP /DE/BAC240.297.555 $-581.190 $240.878.745 $+23.355.862 $217.522.883 $+13.380.567 $204.142.316 $+204.142.316 $
MICROSOFT CORPMSFT33.006.584 $-3.175.361 $36.181.945 $+1.481.132 $34.700.813 $+8.046.229 $26.654.584 $+26.654.584 $
APPFOLIO INCAPPF26.692.039 $+121.390 $26.570.649 $+2.965.206 $23.605.443 $-2.260.929 $25.866.372 $+25.866.372 $
EXXON MOBIL CORPXOM20.779.466 $+1.186.573 $19.592.893 $+1.107.784 $18.485.109 $-4.550.104 $23.035.213 $+23.035.213 $
ALPHA PRO TECH LTDAPT22.055.812 $+3.732.359 $18.323.453 $+4.846.929 $13.476.524 $+1.361.397 $12.115.127 $+12.115.127 $
NVIDIA CORPNVDA17.814.611 $-839.090 $18.653.701 $+2.690.886 $15.962.815 $+5.075.927 $10.886.888 $+10.886.888 $
JPMORGAN CHASE & COJPM14.170.925 $-340.421 $14.511.346 $+905.303 $13.606.043 $+2.178.944 $11.427.099 $+11.427.099 $
AMAZON COM INCAMZN13.933.919 $+440.458 $13.493.461 $-231.362 $13.724.823 $+1.466.551 $12.258.272 $+12.258.272 $
BlackRock, Inc.BLK13.482.227 $+162.456 $13.319.771 $+296.948 $13.022.823 $+553.999 $12.468.824 $+12.468.824 $
Walmart Inc.WMT13.283.873 $+666.523 $12.617.350 $+824.289 $11.793.061 $+1.165.640 $10.627.421 $+10.627.421 $
ELI LILLY & CoLLY11.500.131 $+3.085.004 $8.415.127 $+833.413 $7.581.714 $-296.612 $7.878.326 $+7.878.326 $
Eaton Corp plcETN9.170.569 $-1.679.393 $10.849.962 $+662.444 $10.187.518 $+2.536.870 $7.650.648 $+7.650.648 $
KLA CORPKLAC10.074.179 $+825.195 $9.248.984 $+1.651.322 $7.597.662 $+1.917.254 $5.680.408 $+5.680.408 $
Palo Alto Networks IncPANW8.219.749 $-1.049.043 $9.268.792 $+91.309 $9.177.483 $+1.595.617 $7.581.866 $+7.581.866 $
EMERSON ELECTRIC COEMR8.049.473 $+34.223 $8.015.250 $-85.891 $8.101.141 $+4.676.425 $3.424.716 $+3.424.716 $
AMERICAN EXPRESS COAXP7.688.684 $+298.801 $7.389.883 $+103.344 $7.286.539 $+1.049.399 $6.237.140 $+6.237.140 $
PROCTER & GAMBLE CoPG6.785.573 $-468.410 $7.253.983 $-53.548 $7.307.531 $-332.751 $7.640.282 $+7.640.282 $
Parker-Hannifin CorpPH7.627.714 $+972.628 $6.655.086 $+634.978 $6.020.108 $+1.990.065 $4.030.043 $+4.030.043 $
AbbVie Inc.ABBV7.203.363 $-302.939 $7.506.302 $+1.680.789 $5.825.513 $+3.747.074 $2.078.439 $+2.078.439 $
LINDE PLCLIN6.701.589 $-742.136 $7.443.725 $+321.087 $7.122.638 $+194.847 $6.927.791 $+6.927.791 $
UNITEDHEALTH GROUP INCUNH4.436.282 $-2.851.781 $7.288.063 $+7.288.063 $
NEXTERA ENERGY INCNEE6.849.738 $+326.495 $6.523.243 $+693.766 $5.829.477 $-26.256 $5.855.733 $+5.855.733 $
ORACLE CORPORCL5.635.625 $-675.959 $6.311.584 $+3.840.840 $2.470.744 $+2.141.352 $329.392 $+329.392 $
Veralto CorpVLTO5.508.065 $-364.133 $5.872.198 $+397.158 $5.475.040 $+276.651 $5.198.389 $+5.198.389 $
Zoetis Inc.ZTS5.691.307 $+5.691.307 $
NETFLIX INCNFLX3.939.140 $-1.145.546 $5.084.686 $-487.459 $5.572.145 $+5.572.145 $
MCDONALDS CORPMCD5.477.790 $-54.525 $5.532.315 $+341.007 $5.191.308 $-219.261 $5.410.569 $+5.410.569 $
SCHWAB CHARLES CORPSCHW4.377.158 $+28.115 $4.349.043 $+94.888 $4.254.155 $+307.044 $3.947.111 $+3.947.111 $
CHEVRON CORPCVX2.298.769 $-467.703 $2.766.472 $+2.766.472 $
ANALOG DEVICES INCADI2.681.630 $+204.962 $2.476.668 $+102.425 $2.374.243 $+383.357 $1.990.886 $+1.990.886 $
BERKSHIRE HATHAWAY INCBRK-B1.287.797 $-337.059 $1.624.856 $-79.224 $1.704.080 $-712.238 $2.416.318 $+2.416.318 $
Accenture plcACN1.127.699 $-220.892 $1.348.591 $-330.813 $1.679.404 $+1.679.404 $
ATMOS ENERGY CORPATO1.218.997 $-73.260 $1.292.257 $+133.803 $1.158.454 $+14.095 $1.144.359 $+1.144.359 $
REGIONS FINANCIAL CORPRF615.116 $+16.570 $598.546 $+10.593 $587.953 $+44.746 $543.207 $+543.207 $
JOHNSON & JOHNSONJNJ582.358 $+63.367 $518.991 $+92.969 $426.022 $-36.504 $462.526 $+462.526 $
RTX CorpRTX559.004 $+45.635 $513.369 $+513.369 $
NOVARTIS AGNVS485.989 $-13.633 $499.622 $+28.166 $471.456 $+6.918 $464.538 $+464.538 $
Mastercard IncMA369.931 $+14.424 $355.507 $-63.138 $418.645 $-22.591 $441.236 $+441.236 $
PFIZER INCPFE308.662 $-17.991 $326.653 $+3.144 $323.509 $-99.342 $422.851 $+422.851 $
Duke Energy CORPDUK232.192 $-12.957 $245.149 $-27.667 $272.816 $-71.019 $343.835 $+343.835 $
WEYERHAEUSER COWY329.135 $+329.135 $
SAP SESAP224.692 $-22.477 $247.169 $-54.195 $301.364 $-14.322 $315.686 $+315.686 $
LAM RESEARCH CORPLRCX275.600 $+60.021 $215.579 $+215.579 $
UNION BANKSHARES INCUNB235.396 $+235.396 $
MORGAN STANLEYMS233.774 $+30.595 $203.179 $+704 $202.475 $+202.475 $
539.401.293 $+420.271 $540.108.721 $+49.618.060 $497.225.712 $+47.593.362 $455.888.188 $+455.888.188 $
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