Investments: W.G. Shaheen & Associates DBA Whitney & Co

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. ($)
1.209.601.018 $+142.270.020 $1.058.713.697 $+86.759.228 $972.369.936 $+80.283.285 $900.498.306 $+900.498.306 $
BANK OF AMERICA CORP /DE/BAC484.600.303 $+18.199.108 $466.401.195 $+30.822.236 $435.578.959 $+26.944.221 $408.634.738 $+408.634.738 $
APPFOLIO INCAPPF154.883.593 $+14.298.822 $140.584.771 $+26.338.743 $114.246.028 $-9.551.359 $123.797.387 $+123.797.387 $
ALPHA PRO TECH LTDAPT85.611.414 $+26.050.832 $59.560.582 $+16.109.300 $43.451.282 $+5.109.936 $38.341.346 $+38.341.346 $
MICROSOFT CORPMSFT60.830.845 $+4.029.373 $56.801.472 $+1.834.319 $54.967.153 $+13.347.094 $41.620.059 $+41.620.059 $
NVIDIA CORPNVDA36.078.629 $+3.787.402 $32.291.227 $+5.114.963 $27.176.264 $+12.364.996 $14.811.268 $+14.811.268 $
AMAZON COM INCAMZN34.701.298 $+4.357.922 $30.343.376 $+522 $30.342.854 $+4.128.381 $26.214.473 $+26.214.473 $
JPMORGAN CHASE & COJPM32.077.184 $+3.583.913 $28.493.271 $+1.678.729 $26.814.542 $+3.829.813 $22.984.729 $+22.984.729 $
BERKSHIRE HATHAWAY INCBRK-B27.390.817 $+4.429.934 $22.960.883 $+760.715 $22.200.168 $-2.106.039 $24.306.207 $+24.306.207 $
SCHWAB CHARLES CORPSCHW24.876.383 $+2.121.974 $22.754.409 $+1.041.206 $21.713.203 $+3.163.979 $18.549.224 $+18.549.224 $
RTX CorpRTX22.083.949 $+1.982.731 $20.101.218 $+2.480.686 $17.620.532 $+1.675.558 $15.944.974 $+15.944.974 $
ELI LILLY & CoLLY19.629.556 $+12.479.410 $7.150.146 $+4.916 $7.145.230 $-55.081 $7.200.311 $+7.200.311 $
Booking Holdings Inc.BKNG16.978.678 $-79.878 $17.058.556 $-1.382.559 $18.441.115 $+3.491.356 $14.949.759 $+14.949.759 $
RYANAIR HOLDINGS PLCRYAAY15.408.904 $+2.477.385 $12.931.519 $+466.595 $12.464.924 $+1.004.264 $11.460.660 $+11.460.660 $
LAM RESEARCH CORPLRCX15.023.017 $+3.288.648 $11.734.369 $+3.096.119 $8.638.250 $+2.230.763 $6.407.487 $+6.407.487 $
Edwards Lifesciences CorpEW14.567.293 $+1.378.823 $13.188.470 $+35.660 $13.152.810 $+1.072.206 $12.080.604 $+12.080.604 $
ASML HOLDING NVASML13.873.468 $+1.407.188 $12.466.280 $+2.226.801 $10.239.479 $+1.883.012 $8.356.467 $+8.356.467 $
RESMED INCRMD11.797.949 $-1.759.287 $13.557.236 $-253.787 $13.811.023 $+2.061.637 $11.749.386 $+11.749.386 $
CAMECO CORPCCJ11.996.688 $+1.037.047 $10.959.641 $+1.231.782 $9.727.859 $+385.723 $9.342.136 $+9.342.136 $
PAYCHEX INCPAYX11.960.588 $+5.086.569 $6.874.019 $-1.044.912 $7.918.931 $-601.431 $8.520.362 $+8.520.362 $
STRYKER CORPSYK9.238.366 $-404.797 $9.643.163 $-2.291.719 $11.934.882 $+750.292 $11.184.590 $+11.184.590 $
CHEVRON CORPCVX10.668.306 $+182.333 $10.485.973 $+948.393 $9.537.580 $+4.169.285 $5.368.295 $+5.368.295 $
BlackRock, Inc.BLK8.794.450 $-837.466 $9.631.916 $+831.851 $8.800.065 $+6.449.834 $2.350.231 $+2.350.231 $
COPART INCCPRT9.572.684 $+9.572.684 $
Medtronic plcMDT4.201.478 $+1.066.971 $3.134.507 $-5.769.197 $8.903.704 $-237.640 $9.141.344 $+9.141.344 $
NICOLET BANKSHARES INCNIC5.115.677 $-3.223.919 $8.339.596 $-253.403 $8.592.999 $+757.732 $7.835.267 $+7.835.267 $
COCA COLA COKO2.521.311 $-5.890.344 $8.411.655 $+8.411.655 $
MICRON TECHNOLOGY INCMU2.187.058 $+985.121 $1.201.937 $+264.749 $937.188 $-5.797.691 $6.734.879 $+6.734.879 $
HERSHEY COHSY5.091.038 $-1.056.807 $6.147.845 $+518.217 $5.629.628 $-207.412 $5.837.040 $+5.837.040 $
JOHNSON & JOHNSONJNJ5.115.188 $+3.388.112 $1.727.076 $+289.027 $1.438.049 $-241.810 $1.679.859 $+1.679.859 $
SPS COMMERCE INCSPSC5.058.897 $+3.667.943 $1.390.954 $+193.277 $1.197.677 $+94.389 $1.103.288 $+1.103.288 $
iShares Bitcoin Trust ETFIBIT3.843.059 $-712.336 $4.555.395 $+416.987 $4.138.408 $+3.390.852 $747.556 $+747.556 $
AbbVie Inc.ABBV4.242.863 $+2.506.313 $1.736.550 $+344.400 $1.392.150 $-179.250 $1.571.400 $+1.571.400 $
PROCTER & GAMBLE CoPG3.320.476 $+2.082.148 $1.238.328 $-111.098 $1.349.426 $-111.058 $1.460.484 $+1.460.484 $
ORACLE CORPORCL2.853.112 $-323.134 $3.176.246 $+628.393 $2.547.853 $+904.565 $1.643.288 $+1.643.288 $
AMGEN INCAMGN3.111.846 $+553.326 $2.558.520 $+27.108 $2.531.412 $-297.879 $2.829.291 $+2.829.291 $
Eaton Corp plcETN2.503.170 $+2.503.170 $
GENERAL DYNAMICS CORPGD2.140.821 $+2.140.821 $
MCDONALDS CORPMCD2.115.265 $+1.422.092 $693.173 $+26.733 $666.440 $-46.076 $712.516 $+712.516 $
SYSCO CORPSYY1.810.610 $+1.345.389 $465.221 $+37.290 $427.931 $+3.955 $423.976 $+423.976 $
PEPSICO INCPEP1.796.667 $+1.568.452 $228.215 $-36.393 $264.608 $-35.872 $300.480 $+300.480 $
EXXON MOBIL CORPXOM1.768.584 $+576.979 $1.191.605 $+46.925 $1.144.680 $-133.051 $1.277.731 $+1.277.731 $
AMERICAN EXPRESS COAXP1.722.857 $+1.722.857 $
STARBUCKS CORPSBUX1.720.747 $+1.720.747 $
CVS HEALTH CorpCVS1.688.384 $+1.688.384 $
INTUITIVE SURGICAL INCISRG1.425.528 $+1.162.110 $263.418 $-55.564 $318.982 $-57.423 $376.405 $+376.405 $
GOLDMAN SACHS GROUP INCGS1.157.643 $+1.157.643 $
ISHARES GOLD TRUSTIAU929.295 $+74.655 $854.640 $+4.430 $850.210 $+72.474 $777.736 $+777.736 $
TARGET CORPTGT698.228 $+698.228 $
IREN LtdIREN686.659 $+686.659 $
UNITED PARCEL SERVICE INCUPS618.665 $+212.626 $406.039 $-84.630 $490.669 $-81.719 $572.388 $+572.388 $
Phillips 66PSX618.489 $+292.585 $325.904 $+40.061 $285.843 $-10.015 $295.858 $+295.858 $
NEXTERA ENERGY INCNEE606.756 $+606.756 $
Walt Disney CoDIS491.600 $+491.600 $
MCKESSON CORPMCK433.113 $+25.212 $407.901 $+20.993 $386.908 $+31.569 $355.339 $+355.339 $
NETFLIX INCNFLX430.358 $+40.709 $389.649 $-12.090 $401.739 $+121.980 $279.759 $+279.759 $
CONOCOPHILLIPSCOP427.395 $+427.395 $
INTEL CORPINTC413.280 $+33.410 $379.870 $+55.014 $324.856 $-4.496 $329.352 $+329.352 $
SEMPRASRE365.256 $-31.286 $396.542 $+47.470 $349.072 $+20.316 $328.756 $+328.756 $
PALATIN TECHNOLOGIES INCPTNT334.742 $-10.619 $345.361 $+55.242 $290.119 $+290.119 $
SPIRE INCSR322.530 $+4.602 $317.928 $+33.267 $284.661 $-20.514 $305.175 $+305.175 $
REALTY INCOME CORPO279.032 $-40.116 $319.148 $-588 $319.736 $-2.220 $321.956 $+321.956 $
CONSOLIDATED EDISON INCED287.631 $+287.631 $
SOUTHERN COSO265.960 $+265.960 $
Palo Alto Networks IncPANW264.327 $+264.327 $
PFIZER INCPFE260.622 $+260.622 $
BARRICK MINING CORPB252.677 $+252.677 $
3M COMMM248.284 $+42.638 $205.646 $+205.646 $
DOLLAR GENERAL CORPDG236.729 $+236.729 $
SHERWIN WILLIAMS COSHW213.860 $-14.672 $228.532 $+1.914 $226.618 $-3.847 $230.465 $+230.465 $
Mastercard IncMA229.208 $+831 $228.377 $+2.758 $225.619 $+5.549 $220.070 $+220.070 $
Duke Energy CORPDUK226.790 $+226.790 $
Accenture plcACN209.821 $-10.479 $220.300 $+220.300 $
GENERAL ELECTRIC COGE210.384 $+210.384 $
Amcor plcAMCR92.507 $+979 $91.528 $-22.623 $114.151 $+114.151 $
1.209.601.018 $+142.270.020 $1.058.713.697 $+86.759.228 $972.369.936 $+80.283.285 $900.498.306 $+900.498.306 $
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