Investments: Regal Investment Advisors 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. ($)
1.366.220.886 $+110.659.360 $1.259.062.586 $+151.095.832 $1.109.678.533 $+71.310.244 $1.041.033.874 $+1.041.033.874 $
BANK OF AMERICA CORP /DE/BAC896.268.775 $+69.541.464 $826.727.311 $+91.914.830 $734.812.481 $+44.127.342 $690.685.139 $+690.685.139 $
BlackRock, Inc.BLK96.368.661 $+11.892.932 $84.475.729 $+6.328.231 $78.147.498 $+8.622.238 $69.525.260 $+69.525.260 $
APPFOLIO INCAPPF34.654.274 $+2.076.002 $32.578.272 $+7.116.824 $25.461.448 $-2.060.751 $27.522.199 $+27.522.199 $
MICROSOFT CORPMSFT26.378.360 $-1.015.949 $27.394.309 $+1.741.382 $25.652.927 $+7.938.297 $17.714.630 $+17.714.630 $
NVIDIA CORPNVDA24.899.556 $+1.532.596 $23.366.960 $+5.130.497 $18.236.463 $+3.511.563 $14.724.900 $+14.724.900 $
AbbVie Inc.ABBV16.539.699 $+83.073 $16.456.626 $+1.844.887 $14.611.739 $-1.705.140 $16.316.879 $+16.316.879 $
JOHNSON & JOHNSONJNJ14.851.817 $+1.525.624 $13.326.193 $+2.473.678 $10.852.515 $-738.899 $11.591.414 $+11.591.414 $
ALPHA PRO TECH LTDAPT12.832.790 $+1.807.452 $11.025.338 $+2.768.808 $8.256.530 $+578.327 $7.678.203 $+7.678.203 $
PROCTER & GAMBLE CoPG10.581.247 $-710.894 $11.292.141 $-536.686 $11.828.827 $-565.088 $12.393.915 $+12.393.915 $
MORGAN STANLEYMS10.342.953 $-1.066.938 $11.409.891 $+4.284.587 $7.125.304 $-1.583.817 $8.709.121 $+8.709.121 $
Medtronic plcMDT9.474.298 $+819.419 $8.654.879 $+729.836 $7.925.043 $-219.934 $8.144.977 $+8.144.977 $
CHEVRON CORPCVX9.283.440 $+646.602 $8.636.838 $+903.756 $7.733.082 $-627.107 $8.360.189 $+8.360.189 $
AT&T INC.T8.592.681 $-686.223 $9.278.904 $+989.115 $8.289.789 $+487.464 $7.802.325 $+7.802.325 $
VERIZON COMMUNICATIONS INCVZ8.536.107 $+304.279 $8.231.828 $+772.588 $7.459.240 $-1.805.893 $9.265.133 $+9.265.133 $
EMERSON ELECTRIC COEMR9.253.213 $+348.499 $8.904.714 $+410.805 $8.493.909 $+1.635.761 $6.858.148 $+6.858.148 $
PFIZER INCPFE9.126.685 $+210.366 $8.916.319 $+1.315.092 $7.601.227 $+288.734 $7.312.493 $+7.312.493 $
Walmart Inc.WMT9.035.749 $+1.961.342 $7.074.407 $+874.687 $6.199.720 $+753.462 $5.446.258 $+5.446.258 $
AMAZON COM INCAMZN8.941.062 $+299.017 $8.642.045 $+482.199 $8.159.846 $+1.345.682 $6.814.164 $+6.814.164 $
AFLAC INCAFL6.505.658 $-239.518 $6.745.176 $+7.177 $6.737.999 $-645.977 $7.383.976 $+7.383.976 $
COCA COLA COKO7.186.189 $+866.694 $6.319.495 $+878.898 $5.440.597 $+189.534 $5.251.063 $+5.251.063 $
SPS COMMERCE INCSPSC7.171.056 $+407.030 $6.764.026 $+1.113.879 $5.650.147 $+768.939 $4.881.208 $+4.881.208 $
MCDONALDS CORPMCD6.353.387 $+172.117 $6.181.270 $+301.307 $5.879.963 $-861.122 $6.741.085 $+6.741.085 $
JPMORGAN CHASE & COJPM5.614.054 $+864.986 $4.749.068 $+581.288 $4.167.780 $+923.110 $3.244.670 $+3.244.670 $
ISHARES GOLD TRUSTIAU5.408.213 $+1.254.075 $4.154.138 $+1.908.862 $2.245.276 $-1.168.040 $3.413.316 $+3.413.316 $
EXXON MOBIL CORPXOM5.322.305 $+537.125 $4.785.180 $+1.454.524 $3.330.656 $+807.279 $2.523.377 $+2.523.377 $
Duke Energy CORPDUK5.322.126 $+78.254 $5.243.872 $+1.862.090 $3.381.782 $+363.618 $3.018.164 $+3.018.164 $
BERKSHIRE HATHAWAY INCBRK-B5.004.490 $-20.503 $5.024.993 $+381.585 $4.643.408 $-476.631 $5.120.039 $+5.120.039 $
BARRICK MINING CORPB4.743.970 $+476.461 $4.267.509 $+663.984 $3.603.525 $+3.603.525 $
MICRON TECHNOLOGY INCMU4.498.540 $-235.868 $4.734.408 $+1.232.431 $3.501.977 $+1.009.933 $2.492.044 $+2.492.044 $
TARGET CORPTGT4.141.732 $+266.259 $3.875.473 $-312.721 $4.188.194 $-257.948 $4.446.142 $+4.446.142 $
Royalty Pharma plcRPRX4.379.517 $+508.450 $3.871.067 $+522.741 $3.348.326 $+244.541 $3.103.785 $+3.103.785 $
PEPSICO INCPEP4.136.167 $+315.997 $3.820.170 $+1.018.933 $2.801.237 $-389.316 $3.190.553 $+3.190.553 $
ELI LILLY & CoLLY3.638.633 $+1.540.339 $2.098.294 $+148.318 $1.949.976 $-20.450 $1.970.426 $+1.970.426 $
CONSOLIDATED EDISON INCED3.107.829 $-112.360 $3.220.189 $+67.540 $3.152.649 $-398.935 $3.551.584 $+3.551.584 $
CITIGROUP INCC1.544.705 $-1.938.870 $3.483.575 $+3.152.759 $330.816 $+62.936 $267.880 $+267.880 $
Zoetis Inc.ZTS2.528.732 $+2.528.732 $
FACTSET RESEARCH SYSTEMS INCFDS2.170.912 $+2.170.912 $
LAM RESEARCH CORPLRCX2.164.926 $+382.727 $1.782.199 $+490.030 $1.292.169 $+241.260 $1.050.909 $+1.050.909 $
Constellation Energy CorpCEG2.059.061 $+141.096 $1.917.965 $+168.462 $1.749.503 $+629.044 $1.120.459 $+1.120.459 $
SOUTHERN COSO1.926.464 $-83.115 $2.009.579 $+175.444 $1.834.135 $-104.025 $1.938.160 $+1.938.160 $
ON SEMICONDUCTOR CORPON1.772.382 $-182.336 $1.954.718 $+319.955 $1.634.763 $+1.634.763 $
ORACLE CORPORCL1.694.895 $-190.947 $1.885.842 $+874.361 $1.011.481 $+317.922 $693.559 $+693.559 $
Mastercard IncMA1.857.603 $+102.313 $1.755.290 $+89.367 $1.665.923 $+860.848 $805.075 $+805.075 $
AECOMACM1.844.542 $+1.844.542 $
ADVANCED MICRO DEVICES INCAMD1.686.677 $+383.656 $1.303.021 $+228.190 $1.074.831 $+373.390 $701.441 $+701.441 $
AMGEN INCAMGN1.639.494 $+290.978 $1.348.516 $+64.182 $1.284.334 $-4.327 $1.288.661 $+1.288.661 $
Walt Disney CoDIS1.605.148 $+112.330 $1.492.818 $-135.396 $1.628.214 $+254.369 $1.373.845 $+1.373.845 $
Accenture plcACN1.392.414 $+175.512 $1.216.902 $-242.483 $1.459.385 $-65.446 $1.524.831 $+1.524.831 $
UNITEDHEALTH GROUP INCUNH1.507.716 $-2.120 $1.509.836 $+545.233 $964.603 $+166.114 $798.489 $+798.489 $
BROWN FORMAN CORPBF-A1.314.937 $+62.784 $1.252.153 $-16.978 $1.269.131 $+1.269.131 $
RAYMOND JAMES FINANCIAL INCRJF1.284.909 $+1.284.909 $
NETFLIX INCNFLX987.706 $-99.763 $1.087.469 $-87.002 $1.174.471 $+271.781 $902.690 $+902.690 $
CATERPILLAR INCCAT1.169.788 $+486.322 $683.466 $+35.282 $648.184 $+103.996 $544.188 $+544.188 $
SHERWIN WILLIAMS COSHW1.145.982 $-22.042 $1.168.024 $+566.241 $601.783 $+50.700 $551.083 $+551.083 $
FORD MOTOR COF774.300 $-70.401 $844.701 $-260.913 $1.105.614 $-41.916 $1.147.530 $+1.147.530 $
GENERAL ELECTRIC COGE1.121.910 $+211.455 $910.455 $+176.797 $733.658 $+154.543 $579.115 $+579.115 $
Aon plcAON1.046.643 $+44.653 $1.001.990 $+5.558 $996.432 $-119.425 $1.115.857 $+1.115.857 $
NEXTERA ENERGY INCNEE1.092.694 $+118.795 $973.899 $+973.899 $
Phillips 66PSX955.321 $-120.540 $1.075.861 $+181.970 $893.891 $+85.147 $808.744 $+808.744 $
KLA CORPKLAC1.074.224 $+113.054 $961.170 $+233.735 $727.435 $+238.584 $488.851 $+488.851 $
SYSCO CORPSYY880.301 $-124.330 $1.004.631 $+15.087 $989.544 $-78.997 $1.068.541 $+1.068.541 $
FISERV INCFISV840.754 $-132.330 $973.084 $-63.273 $1.036.357 $+1.036.357 $
Eaton Corp plcETN568.169 $+200.580 $367.589 $+30.376 $337.213 $-691.531 $1.028.744 $+1.028.744 $
HEICO CORPHEI1.008.631 $-19.874 $1.028.505 $+56.313 $972.192 $+972.192 $
RTX CorpRTX1.017.326 $+270.578 $746.748 $+128.588 $618.160 $+83.843 $534.317 $+534.317 $
MGE ENERGY INCMGEE865.381 $-58.099 $923.480 $-41.333 $964.813 $-44.185 $1.008.998 $+1.008.998 $
METLIFE INCMET834.435 $-58.744 $893.179 $+17.204 $875.975 $-71.407 $947.382 $+947.382 $
Hewlett Packard Enterprise CoHPE941.730 $+14.351 $927.379 $+159.288 $768.091 $+223.138 $544.953 $+544.953 $
BOEING COBA860.546 $-65.103 $925.649 $+121.727 $803.922 $+176.371 $627.551 $+627.551 $
SYNOPSYS INCSNPS908.870 $+227.855 $681.015 $+681.015 $
IMPINJ INCPI817.326 $-28.946 $846.272 $+304.139 $542.133 $+107.498 $434.635 $+434.635 $
COPART INCCPRT828.746 $+37.388 $791.358 $+181.249 $610.109 $+38.492 $571.617 $+571.617 $
CHART INDUSTRIES INCGTLS760.989 $+22.435 $738.554 $-37.936 $776.490 $+96.409 $680.081 $+680.081 $
UNITED PARCEL SERVICE INCUPS761.614 $+166.114 $595.500 $-112.595 $708.095 $-38.036 $746.131 $+746.131 $
DEERE & CODE740.499 $+412.851 $327.648 $+32.392 $295.256 $+26.976 $268.280 $+268.280 $
CONOCOPHILLIPSCOP702.437 $+48.909 $653.528 $+32.828 $620.700 $-98.437 $719.137 $+719.137 $
FREEPORT-MCMORAN INCFCX711.027 $+452.569 $258.458 $+258.458 $
EQUINIX INCEQIX702.568 $+702.568 $
NOVARTIS AGNVS696.245 $+696.245 $
STARBUCKS CORPSBUX551.095 $-14.212 $565.307 $-15.357 $580.664 $-112.250 $692.914 $+692.914 $
PALATIN TECHNOLOGIES INCPTNT485.858 $-76.785 $562.643 $+286.322 $276.321 $-412.468 $688.789 $+688.789 $
CARDINAL HEALTH INCCAH681.057 $+193.007 $488.050 $-23.297 $511.347 $+84.397 $426.950 $+426.950 $
HUBSPOT INCHUBS523.296 $-34.791 $558.087 $-121.003 $679.090 $+96.945 $582.145 $+582.145 $
ProShares Trust IIAGQ667.651 $+667.651 $
LOCKHEED MARTIN CORPLMT595.416 $-61.433 $656.849 $+656.849 $
NICOLET BANKSHARES INCNIC648.568 $+31.875 $616.693 $+2.978 $613.715 $+96.770 $516.945 $+516.945 $
TETRA TECH INCTTEK641.654 $+641.654 $
TYLER TECHNOLOGIES INCTYL551.709 $-73.128 $624.837 $-12.082 $636.919 $+75.877 $561.042 $+561.042 $
MERCANTILE BANK CORPMBWM507.936 $-99.564 $607.500 $-19.035 $626.535 $+40.095 $586.440 $+586.440 $
Palo Alto Networks IncPANW515.160 $-91.779 $606.939 $+6.782 $600.157 $+84.731 $515.426 $+515.426 $
Bank First CorpBFC603.009 $+2.524 $600.485 $+18.117 $582.368 $+83.705 $498.663 $+498.663 $
NATIONAL FUEL GAS CONFG598.407 $+598.407 $
UNILEVER PLCUL589.516 $+337.489 $252.027 $-19.845 $271.872 $+8.676 $263.196 $+263.196 $
ENBRIDGE INCENB585.100 $+585.100 $
SanofiSNY584.961 $+584.961 $
GOLDMAN SACHS GROUP INCGS559.479 $+122.615 $436.864 $+92.025 $344.839 $+344.839 $
AMERICAN EXPRESS COAXP542.730 $+74.378 $468.352 $+121.939 $346.413 $+346.413 $
STEEL DYNAMICS INCSTLD528.515 $+81.362 $447.153 $+37.008 $410.145 $-39.643 $449.788 $+449.788 $
3M COMMM515.015 $+47.018 $467.997 $+13.282 $454.715 $+26.911 $427.804 $+427.804 $
REALTY INCOME CORPO467.927 $-17.854 $485.781 $+67.458 $418.323 $-29.361 $447.684 $+447.684 $
CVS HEALTH CorpCVS466.299 $+8.173 $458.126 $+39.987 $418.139 $-22.543 $440.682 $+440.682 $
FIFTH THIRD BANCORPFITB395.477 $-65.328 $460.805 $+55.364 $405.441 $+36.900 $368.541 $+368.541 $
NUCOR CORPNUE454.715 $+77.595 $377.120 $+16.816 $360.304 $-99.063 $459.367 $+459.367 $
TAKEDA PHARMACEUTICAL CO LTDTAK447.403 $+447.403 $
BP PLCBP440.010 $+440.010 $
FEDEX CORPFDX429.002 $+80.741 $348.261 $+4.888 $343.373 $-26.815 $370.188 $+370.188 $
iShares Bitcoin Trust ETFIBIT408.850 $+18.696 $390.154 $+89.165 $300.989 $+300.989 $
MOSAIC COMOS406.161 $+406.161 $
Rocket Lab CorpRKLB397.633 $+123.538 $274.095 $+6.892 $267.203 $+267.203 $
UNITED THERAPEUTICS CorpUTHR387.399 $+387.399 $
PRICESMART INCPSMT381.259 $+381.259 $
GSK plcGSK356.996 $+40.991 $316.005 $+35.658 $280.347 $-55.675 $336.022 $+336.022 $
DTE ENERGY CODTE298.922 $-45.215 $344.137 $+23.920 $320.217 $-13.658 $333.875 $+333.875 $
Vertiv Holdings CoVRT338.617 $+28.593 $310.024 $+310.024 $
Bunge Global SABG337.257 $+337.257 $
ASML HOLDING NVASML305.482 $-28.026 $333.508 $+333.508 $
DELTA AIR LINES, INC.DAL289.652 $-37.002 $326.654 $+49.096 $277.558 $+277.558 $
STRYKER CORPSYK308.948 $-6.381 $315.329 $-3.549 $318.878 $+318.878 $
COLGATE PALMOLIVE COCL261.339 $+9.397 $251.942 $-52.131 $304.073 $-10.637 $314.710 $+314.710 $
COMCAST CORPCMCSA300.099 $+300.099 $
EXTREME NETWORKS INCEXTR233.100 $-56.000 $289.100 $+37.800 $251.300 $+66.080 $185.220 $+185.220 $
EXELON CORPEXC279.159 $+279.159 $
ALLIANT ENERGY CORPLNT268.257 $-8.034 $276.291 $+14.562 $261.729 $+261.729 $
INTEL CORPINTC259.228 $+4.540 $254.688 $+254.688 $
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO186.311 $-36.828 $223.139 $-14.812 $237.951 $+206.108 $31.843 $+31.843 $
Star Bulk Carriers Corp.SBLK210.764 $+6.753 $204.011 $+204.011 $
1.366.220.886 $+110.659.360 $1.259.062.586 $+151.095.832 $1.109.678.533 $+71.310.244 $1.041.033.874 $+1.041.033.874 $
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