Investments: Triangle Securities Wealth Management

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. ($)
448.000.454 $+30.057.138 $419.274.865 $+34.741.250 $384.633.320 $+14.536.399 $371.075.160 $+371.075.160 $
BANK OF AMERICA CORP /DE/BAC290.132.576 $+18.270.873 $271.861.703 $+14.984.539 $256.877.164 $+17.845.264 $239.031.900 $+239.031.900 $
APPFOLIO INCAPPF15.980.642 $+8.188.836 $7.791.806 $+2.682.836 $5.108.970 $-1.794.417 $6.903.387 $+6.903.387 $
ALPHA PRO TECH LTDAPT14.069.964 $+2.209.492 $11.860.472 $+3.775.030 $8.085.442 $+194.880 $7.890.562 $+7.890.562 $
MICROSOFT CORPMSFT11.570.084 $-1.730.254 $13.300.338 $+3.414.874 $9.885.464 $-56.280 $9.941.744 $+9.941.744 $
GOLDMAN SACHS GROUP INCGS5.869.962 $+391.074 $5.478.888 $-2.917.514 $8.396.402 $+4.530.308 $3.866.094 $+3.866.094 $
JPMORGAN CHASE & COJPM8.026.576 $-118.477 $8.145.053 $+1.584.040 $6.561.013 $+99.721 $6.461.292 $+6.461.292 $
CATERPILLAR INCCAT7.123.192 $+3.794.219 $3.328.973 $+941.067 $2.387.906 $+122.510 $2.265.396 $+2.265.396 $
EXXON MOBIL CORPXOM5.551.389 $+291.722 $5.259.667 $+529.904 $4.729.763 $-926.298 $5.656.061 $+5.656.061 $
BERKSHIRE HATHAWAY INCBRK-B4.935.662 $-93.929 $5.029.591 $+332.391 $4.697.200 $-800.299 $5.497.499 $+5.497.499 $
ELI LILLY & CoLLY4.681.306 $+1.206.604 $3.474.702 $-204.680 $3.679.382 $-296.549 $3.975.931 $+3.975.931 $
ORACLE CORPORCL2.522.292 $-1.769.790 $4.292.082 $+1.925.483 $2.366.599 $+147.731 $2.218.868 $+2.218.868 $
RTX CorpRTX3.984.340 $+226.186 $3.758.154 $+594.622 $3.163.532 $+71.067 $3.092.465 $+3.092.465 $
JOHNSON & JOHNSONJNJ3.951.491 $+361.749 $3.589.742 $+878.597 $2.711.145 $-583.346 $3.294.491 $+3.294.491 $
AMAZON COM INCAMZN3.812.916 $+116.016 $3.696.900 $+118.868 $3.578.032 $+283.490 $3.294.542 $+3.294.542 $
Duke Energy CORPDUK3.414.502 $-295.033 $3.709.535 $+294.244 $3.415.291 $-344.282 $3.759.573 $+3.759.573 $
NVIDIA CORPNVDA3.374.376 $-172.162 $3.546.538 $+543.928 $3.002.610 $+1.124.597 $1.878.013 $+1.878.013 $
NEXTERA ENERGY INCNEE3.053.330 $+153.244 $2.900.086 $+817.699 $2.082.387 $-437.336 $2.519.723 $+2.519.723 $
PEPSICO INCPEP2.869.180 $+22.250 $2.846.930 $+381.530 $2.465.400 $-549.536 $3.014.936 $+3.014.936 $
EMERSON ELECTRIC COEMR2.811.448 $-22.867 $2.834.315 $-86.052 $2.920.367 $+723.806 $2.196.561 $+2.196.561 $
LAM RESEARCH CORPLRCX2.721.228 $+384.441 $2.336.787 $+624.912 $1.711.875 $+436.627 $1.275.248 $+1.275.248 $
CHEVRON CORPCVX2.231.391 $-121.711 $2.353.102 $+483.559 $1.869.543 $-805.851 $2.675.394 $+2.675.394 $
US BANCORP \DE\USB2.529.243 $-129.928 $2.659.171 $+4.913 $2.654.258 $+208.560 $2.445.698 $+2.445.698 $
PROCTER & GAMBLE CoPG2.072.583 $-257.747 $2.330.330 $+134.926 $2.195.404 $-420.248 $2.615.652 $+2.615.652 $
UNITEDHEALTH GROUP INCUNH1.516.855 $-383.676 $1.900.531 $+115.439 $1.785.092 $-777.617 $2.562.709 $+2.562.709 $
ENBRIDGE INCENB2.369.881 $-188.946 $2.558.827 $+565.880 $1.992.947 $-351.185 $2.344.132 $+2.344.132 $
LINDE PLCLIN2.236.458 $-247.814 $2.484.272 $+22.485 $2.461.787 $-35.906 $2.497.693 $+2.497.693 $
GARMIN LTDGRMN1.937.800 $-445.712 $2.383.512 $+309.455 $2.074.057 $-124.730 $2.198.787 $+2.198.787 $
AMGEN INCAMGN2.198.869 $+284.706 $1.914.163 $+333.834 $1.580.329 $-545.377 $2.125.706 $+2.125.706 $
BECTON DICKINSON & COBDX499.342 $-139.095 $638.437 $-113.090 $751.527 $-1.079.808 $1.831.335 $+1.831.335 $
BlackRock, Inc.BLK1.646.977 $+195.438 $1.451.539 $+624.538 $827.001 $-71.154 $898.155 $+898.155 $
CARMAX INCKMX951.827 $-433.573 $1.385.400 $-189.987 $1.575.387 $+1.575.387 $
MORGAN STANLEYMS1.572.206 $+125.829 $1.446.377 $+193.568 $1.252.809 $+191.229 $1.061.580 $+1.061.580 $
Walmart Inc.WMT1.448.172 $+87.308 $1.360.864 $+260.391 $1.100.473 $-97.121 $1.197.594 $+1.197.594 $
Otis Worldwide CorpOTIS1.014.483 $-161.947 $1.176.430 $-44.982 $1.221.412 $-142.582 $1.363.994 $+1.363.994 $
ROPER TECHNOLOGIES INCROP655.676 $-384.591 $1.040.267 $-258.363 $1.298.630 $-57.994 $1.356.624 $+1.356.624 $
CITIGROUP INCC1.316.515 $+161.950 $1.154.565 $+96.544 $1.058.021 $+187.755 $870.266 $+870.266 $
COPART INCCPRT359.867 $-823.159 $1.183.026 $+52.355 $1.130.671 $-154.884 $1.285.555 $+1.285.555 $
Walt Disney CoDIS1.167.699 $-117.527 $1.285.226 $+242.494 $1.042.732 $-124.440 $1.167.172 $+1.167.172 $
CONOCOPHILLIPSCOP1.086.718 $-37.957 $1.124.675 $+40.257 $1.084.418 $-200.397 $1.284.815 $+1.284.815 $
GENERAL DYNAMICS CORPGD1.134.544 $-25.879 $1.160.423 $+150.404 $1.010.019 $+64.166 $945.853 $+945.853 $
Palo Alto Networks IncPANW1.009.784 $-124.787 $1.134.571 $-17.961 $1.152.532 $+196.607 $955.925 $+955.925 $
MCDONALDS CORPMCD678.499 $-44.759 $723.258 $+315.097 $408.161 $-724.805 $1.132.966 $+1.132.966 $
AMERICAN EXPRESS COAXP977.408 $+84.562 $892.846 $+255.205 $637.641 $-98.749 $736.390 $+736.390 $
BOEING COBA944.906 $+287.272 $657.634 $+238.784 $418.850 $+45.857 $372.993 $+372.993 $
CUMMINS INCCMI932.082 $+126.200 $805.882 $+172.824 $633.058 $+27.178 $605.880 $+605.880 $
TYLER TECHNOLOGIES INCTYL845.255 $+547.577 $297.678 $-20.677 $318.355 $-127.571 $445.926 $+445.926 $
EQUIFAX INCEFX524.658 $-295.981 $820.639 $-11.679 $832.318 $+50.734 $781.584 $+781.584 $
GENERAL ELECTRIC COGE822.748 $+19.559 $803.189 $+188.799 $614.390 $+73.585 $540.805 $+540.805 $
ASML HOLDING NVASML814.163 $+51.308 $762.855 $+131.360 $631.495 $+137.173 $494.322 $+494.322 $
MGM Resorts InternationalMGM681.779 $+20.050 $661.729 $-146.058 $807.787 $+87.120 $720.667 $+720.667 $
COLGATE PALMOLIVE COCL455.505 $+54.253 $401.252 $-101.463 $502.715 $-281.875 $784.590 $+784.590 $
Mastercard IncMA719.880 $-48.582 $768.462 $+13.777 $754.685 $+10.338 $744.347 $+744.347 $
CVS HEALTH CorpCVS755.825 $+27.935 $727.890 $+52.024 $675.866 $+7.648 $668.218 $+668.218 $
DEERE & CODE640.159 $-5 $640.164 $-104.774 $744.938 $+52.647 $692.291 $+692.291 $
3M COMMM712.969 $+21.910 $691.059 $+13.093 $677.966 $+23.959 $654.007 $+654.007 $
SHERWIN WILLIAMS COSHW640.150 $-43.917 $684.067 $+5.729 $678.338 $-11.518 $689.856 $+689.856 $
Booking Holdings Inc.BKNG589.086 $-31.830 $620.916 $-44.847 $665.763 $+94.506 $571.257 $+571.257 $
NORTHERN TRUST CORPNTRS626.265 $-21.834 $648.099 $+17.446 $630.653 $+89.854 $540.799 $+540.799 $
TARGET CORPTGT262.361 $+1.782 $260.579 $-45.927 $306.506 $-318.506 $625.012 $+625.012 $
COMCAST CORPCMCSA204.718 $-370.036 $574.754 $+574.754 $
INTUITIVE SURGICAL INCISRG459.884 $+96.733 $363.151 $-169.391 $532.542 $+47.177 $485.365 $+485.365 $
QUEST DIAGNOSTICS INCDGX465.755 $-45.762 $511.517 $+24.899 $486.618 $+20.641 $465.977 $+465.977 $
RIO TINTO PLCRIO505.736 $+88.597 $417.139 $+36.531 $380.608 $-59.963 $440.571 $+440.571 $
ROYAL BANK OF CANADARY477.372 $+64.876 $412.496 $+44.156 $368.340 $-57.516 $425.856 $+425.856 $
HERSHEY COHSY451.310 $-24.732 $476.042 $+53.699 $422.343 $-24.900 $447.243 $+447.243 $
Trane Technologies plcTT472.907 $+226.904 $246.003 $-145.479 $391.482 $+89.939 $301.543 $+301.543 $
YUM BRANDS INCYUM380.923 $-1.813 $382.736 $+10.211 $372.525 $-23.078 $395.603 $+395.603 $
VERIZON COMMUNICATIONS INCVZ295.007 $-84.853 $379.860 $+66.455 $313.405 $-78.641 $392.046 $+392.046 $
DOVER CorpDOV369.980 $+53.837 $316.143 $-36.575 $352.718 $+10.142 $342.576 $+342.576 $
BROWN & BROWN, INC.BRO363.061 $+45.862 $317.199 $+317.199 $
ADVANCED MICRO DEVICES INCAMD271.127 $+776 $270.351 $-56.161 $326.512 $+16.134 $310.378 $+310.378 $
COCA COLA COKO286.491 $+6.090 $280.401 $-41.961 $322.362 $+322.362 $
FEDEX CORPFDX259.099 $+259.099 $
SYSCO CORPSYY234.010 $+14.970 $219.040 $+2.024 $217.016 $+217.016 $
PFIZER INCPFE232.806 $+232.806 $
BALL CorpBALL205.259 $-12.090 $217.349 $+15.578 $201.771 $+201.771 $
Medtronic plcMDT216.473 $+216.473 $
MCCORMICK & CO INCMKC206.598 $+206.598 $
Sabre CorpSABR14.387 $-4.973 $19.360 $-14.070 $33.430 $+33.430 $
448.000.454 $+30.057.138 $419.274.865 $+34.741.250 $384.633.320 $+14.536.399 $371.075.160 $+371.075.160 $
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