Investments: Abacus Planning Group, Inc.

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. ($)
448.893.176 $+19.012.327 $432.672.901 $+30.174.574 $402.845.917 $+82.136.551 $321.740.322 $+321.740.322 $
BANK OF AMERICA CORP /DE/BAC295.365.843 $+9.852.226 $285.513.617 $+17.444.463 $268.069.154 $+70.367.074 $197.702.080 $+197.702.080 $
AMAZON COM INCAMZN21.603.829 $+1.204.678 $20.399.151 $+60.601 $20.338.550 $+2.795.436 $17.543.114 $+17.543.114 $
APPFOLIO INCAPPF15.534.822 $+699.945 $14.834.877 $+2.816.614 $12.018.263 $-2.127.916 $14.146.179 $+14.146.179 $
ALPHA PRO TECH LTDAPT12.069.432 $+2.125.225 $9.944.207 $+2.809.088 $7.135.119 $+794.936 $6.340.183 $+6.340.183 $
MICROSOFT CORPMSFT10.303.184 $-754.379 $11.057.563 $+380.296 $10.677.267 $+2.550.869 $8.126.398 $+8.126.398 $
BlackRock, Inc.BLK7.971.215 $+316.888 $7.654.327 $+492.779 $7.161.548 $+519.605 $6.641.943 $+6.641.943 $
NVIDIA CORPNVDA7.170.226 $-129.840 $7.300.066 $+1.188.687 $6.111.379 $+2.220.847 $3.890.532 $+3.890.532 $
JPMORGAN CHASE & COJPM6.796.999 $+65.769 $6.731.230 $+522.969 $6.208.261 $+932.963 $5.275.298 $+5.275.298 $
WORKIVA INCWK4.567.283 $+9.003 $4.558.280 $+933.579 $3.624.701 $-395.037 $4.019.738 $+4.019.738 $
Edwards Lifesciences CorpEW3.414.007 $+289.908 $3.124.099 $-17.675 $3.141.774 $+228.440 $2.913.334 $+2.913.334 $
Walmart Inc.WMT3.155.637 $+1.038.832 $2.116.805 $+117.053 $1.999.752 $+428.797 $1.570.955 $+1.570.955 $
BOSTON OMAHA CorpBOC2.672.924 $-196.178 $2.869.102 $-110.350 $2.979.452 $+2.979.452 $
ORACLE CORPORCL2.157.264 $-717.853 $2.875.117 $+691.878 $2.183.239 $+815.478 $1.367.761 $+1.367.761 $
BERKSHIRE HATHAWAY INCBRK-B2.439.360 $-290.518 $2.729.878 $+250.994 $2.478.884 $-315.031 $2.793.915 $+2.793.915 $
ELI LILLY & CoLLY2.789.187 $+897.456 $1.891.731 $-3.533 $1.895.264 $-159.807 $2.055.071 $+2.055.071 $
JOHNSON & JOHNSONJNJ2.306.752 $+367.467 $1.939.285 $+338.227 $1.601.058 $-62.317 $1.663.375 $+1.663.375 $
COCA COLA COKO2.226.685 $+109.752 $2.116.933 $-71.300 $2.188.233 $-7.647 $2.195.880 $+2.195.880 $
AramarkARMK1.899.322 $-79.353 $1.978.675 $-178.802 $2.157.477 $+378.730 $1.778.747 $+1.778.747 $
PEPSICO INCPEP2.144.175 $+1.209.701 $934.474 $+147.752 $786.722 $-113.327 $900.049 $+900.049 $
EXXON MOBIL CORPXOM1.618.783 $-294.524 $1.913.307 $+41.972 $1.871.335 $-180.227 $2.051.562 $+2.051.562 $
FISERV INCFISV569.199 $-508.527 $1.077.726 $-373.966 $1.451.692 $-439.938 $1.891.630 $+1.891.630 $
CATERPILLAR INCCAT1.859.848 $+326.226 $1.533.622 $+293.848 $1.239.774 $+137.187 $1.102.587 $+1.102.587 $
FRANCO NEVADA CorpFNV1.645.389 $-124.071 $1.769.460 $+468.263 $1.301.197 $+1.092.272 $208.925 $+208.925 $
Unum GroupUNM1.549.484 $-5.598 $1.555.082 $-67.091 $1.622.173 $-19.030 $1.641.203 $+1.641.203 $
ROPER TECHNOLOGIES INCROP1.088.343 $-127.463 $1.215.806 $-200.160 $1.415.966 $-55.626 $1.471.592 $+1.471.592 $
DEERE & CODE1.315.858 $+20.743 $1.295.115 $-146.626 $1.441.741 $+67.326 $1.374.415 $+1.374.415 $
AMGEN INCAMGN1.275.200 $+199.171 $1.076.029 $-1.163 $1.077.192 $-123.522 $1.200.714 $+1.200.714 $
UNITEDHEALTH GROUP INCUNH725.929 $+41.903 $684.026 $+106.960 $577.066 $-644.971 $1.222.037 $+1.222.037 $
Duke Energy CORPDUK1.099.942 $-81.425 $1.181.367 $+34.526 $1.146.841 $+2.606 $1.144.235 $+1.144.235 $
MCDONALDS CORPMCD1.098.570 $+4.872 $1.093.698 $+21.845 $1.071.853 $-68.220 $1.140.073 $+1.140.073 $
NEXTERA ENERGY INCNEE919.126 $-162.419 $1.081.545 $+84.674 $996.871 $+5.687 $991.184 $+991.184 $
Smurfit Westrock plcSW891.962 $-90.681 $982.643 $-13.388 $996.031 $-49.902 $1.045.933 $+1.045.933 $
JONES LANG LASALLE INCJLL1.034.645 $+118.031 $916.614 $+117.557 $799.057 $+137.633 $661.424 $+661.424 $
METLIFE INCMET955.174 $-35.655 $990.829 $+17.104 $973.725 $-9.105 $982.830 $+982.830 $
PROCTER & GAMBLE CoPG853.128 $-115.428 $968.556 $-8.395 $976.951 $-4.475 $981.426 $+981.426 $
Walt Disney CoDIS958.480 $+111.670 $846.810 $-75.184 $921.994 $+150.283 $771.711 $+771.711 $
MICRON TECHNOLOGY INCMU935.574 $+499.036 $436.538 $+103.704 $332.834 $+81.767 $251.067 $+251.067 $
POOL CORPPOOL910.366 $-18.204 $928.570 $+116.653 $811.917 $+131.335 $680.582 $+680.582 $
CARDINAL HEALTH INCCAH893.514 $+213.877 $679.637 $-47.803 $727.440 $+129.932 $597.508 $+597.508 $
MORGAN STANLEYMS807.551 $+488.010 $319.541 $+16.929 $302.612 $+32.714 $269.898 $+269.898 $
NETFLIX INCNFLX541.745 $-175.209 $716.954 $-83.846 $800.800 $+244.080 $556.720 $+556.720 $
AT&T INC.T612.662 $-141.441 $754.103 $-26.853 $780.956 $+8.619 $772.337 $+772.337 $
YUM BRANDS INCYUM773.564 $+485.615 $287.949 $+46.958 $240.991 $-15.393 $256.384 $+256.384 $
GENERAL ELECTRIC COGE754.598 $+34.250 $720.348 $+100.693 $619.655 $+196.289 $423.366 $+423.366 $
Hewlett Packard Enterprise CoHPE744.740 $+4.452 $740.288 $+114.804 $625.484 $+212.269 $413.215 $+413.215 $
VERIZON COMMUNICATIONS INCVZ355.720 $-230.572 $586.292 $-109.204 $695.496 $-30.356 $725.852 $+725.852 $
PFIZER INCPFE677.620 $+107.335 $570.285 $+17.694 $552.591 $-22.086 $574.677 $+574.677 $
CHEVRON CORPCVX625.008 $+65.704 $559.304 $+42.313 $516.991 $-106.777 $623.768 $+623.768 $
CDW CorpCDW463.897 $-92.309 $556.206 $-67.787 $623.993 $+79.430 $544.563 $+544.563 $
AbbVie Inc.ABBV567.739 $+35.965 $531.774 $+92.484 $439.290 $-88.678 $527.968 $+527.968 $
INTEL CORPINTC561.013 $+159.768 $401.245 $-4.567 $405.812 $-14.414 $420.226 $+420.226 $
ADVANCED MICRO DEVICES INCAMD557.244 $+219.103 $338.141 $+42.421 $295.720 $+77.603 $218.117 $+218.117 $
ALLSTATE CORPALL546.602 $+26.934 $519.668 $+32.296 $487.372 $-15.601 $502.973 $+502.973 $
GENERAL DYNAMICS CORPGD541.349 $+28.485 $512.864 $+97.248 $415.616 $+60.717 $354.899 $+354.899 $
VanEck Merk Gold ETFOUNZ531.691 $+261.171 $270.520 $+270.520 $
Eaton Corp plcETN492.705 $-33.455 $526.160 $+28.193 $497.967 $+174.515 $323.452 $+323.452 $
NICOLET BANKSHARES INCNIC331.215 $+54.271 $276.944 $-227.765 $504.709 $+504.709 $
Viatris IncVTRS497.999 $+124.384 $373.615 $-49.613 $423.228 $+423.228 $
RTX CorpRTX470.343 $+19.633 $450.710 $+57.405 $393.305 $+13.394 $379.911 $+379.911 $
FORD MOTOR COF462.119 $+49.763 $412.356 $+28.107 $384.249 $+78.869 $305.380 $+305.380 $
JABIL INCJBL461.056 $+20.418 $440.638 $-1.887 $442.525 $+158.955 $283.570 $+283.570 $
ASML HOLDING NVASML451.481 $+42.947 $408.534 $+70.347 $338.187 $+58.557 $279.630 $+279.630 $
AMERICAN EXPRESS COAXP446.530 $+54.249 $392.281 $+10.462 $381.819 $+94.474 $287.345 $+287.345 $
CVS HEALTH CorpCVS443.598 $+60.188 $383.410 $+13.698 $369.712 $-37.687 $407.399 $+407.399 $
AppLovin CorpAPP440.678 $+133.143 $307.535 $+307.535 $
Aon plcAON298.536 $-19.533 $318.069 $-4.442 $322.511 $-88.552 $411.063 $+411.063 $
Shell plcSHEL293.896 $+90.845 $203.051 $-13.367 $216.418 $-169.231 $385.649 $+385.649 $
WILLIAMS SONOMA INCWSM353.072 $-21.801 $374.873 $+61.529 $313.344 $+16.748 $296.596 $+296.596 $
GOLDMAN SACHS GROUP INCGS372.050 $+70.841 $301.209 $+20.086 $281.123 $+281.123 $
SCHWAB CHARLES CORPSCHW362.377 $+14.004 $348.373 $+15.435 $332.938 $+77.899 $255.039 $+255.039 $
LOEWS CORPL360.687 $+5.005 $355.682 $+30.931 $324.751 $+324.751 $
3M COMMM346.456 $+10.491 $335.965 $+120.545 $215.420 $-20.437 $235.857 $+235.857 $
Mastercard IncMA337.020 $+12.035 $324.985 $+2.829 $322.156 $-15.486 $337.642 $+337.642 $
Trane Technologies plcTT307.079 $-13.189 $320.268 $-15.225 $335.493 $+120.538 $214.955 $+214.955 $
BERKLEY W R CORPWRB302.007 $-26.463 $328.470 $+13.504 $314.966 $+107.606 $207.360 $+207.360 $
ANALOG DEVICES INCADI327.338 $+94.414 $232.924 $+7.995 $224.929 $+5.915 $219.014 $+219.014 $
FLUOR CORPFLR233.796 $-46.410 $280.206 $-38.513 $318.719 $+112.773 $205.946 $+205.946 $
EQT CorpEQT281.078 $-11.647 $292.725 $-21.445 $314.170 $+74.323 $239.847 $+239.847 $
COMCAST CORPCMCSA298.003 $+68.134 $229.869 $-41.589 $271.458 $-38.723 $310.181 $+310.181 $
Grayscale Bitcoin Mini Trust ETFBTC234.975 $-72.197 $307.172 $+17.473 $289.699 $+68.314 $221.385 $+221.385 $
AVNET INCAVT296.379 $+296.379 $
HP INCHPQ248.778 $-36.238 $285.016 $+28.259 $256.757 $-14.494 $271.251 $+271.251 $
HERSHEY COHSY255.986 $+2.968 $253.018 $+28.542 $224.476 $-57.326 $281.802 $+281.802 $
AngloGold Ashanti PLCAU268.632 $+47.092 $221.540 $+221.540 $
PALATIN TECHNOLOGIES INCPTNT250.094 $-15.692 $265.786 $+265.786 $
FEDEX CORPFDX262.842 $+262.842 $
Phillips 66PSX256.684 $-3.819 $260.503 $+51.167 $209.336 $-32.191 $241.527 $+241.527 $
Vestis CorpVSTS187.147 $+60.044 $127.103 $-20.525 $147.628 $-107.436 $255.064 $+255.064 $
DOVER CorpDOV248.931 $+43.063 $205.868 $-20.238 $226.106 $-1.751 $227.857 $+227.857 $
Bunge Global SABG248.547 $+16.994 $231.553 $+231.553 $
MCKESSON CORPMCK246.907 $+11.282 $235.625 $+12.127 $223.498 $+18.236 $205.262 $+205.262 $
DIVERSIFIED HEALTHCARE TRUSTDHC239.023 $+21.685 $217.338 $+40.905 $176.433 $+84.127 $92.306 $+92.306 $
Booking Holdings Inc.BKNG215.971 $-15.599 $231.570 $+24.259 $207.311 $+207.311 $
SOUTHERN COSO221.750 $-3.613 $225.363 $+6.991 $218.372 $-11.319 $229.691 $+229.691 $
Ingevity CorpNGVT228.612 $+15.413 $213.199 $+213.199 $
Fortive CorpFTV212.172 $-16.150 $228.322 $+228.322 $
CSX CORPCSX228.187 $+228.187 $
GLOBAL PAYMENTS INCGPN212.463 $+212.463 $
WELLTOWER INC.WELL203.614 $-3.919 $207.533 $+207.533 $
CONOCOPHILLIPSCOP207.487 $+207.487 $
TARGET CORPTGT201.403 $+201.403 $
Organon & Co.OGN99.043 $+99.043 $
Saba Capital Income & Opportunities FundBRW97.365 $+97.365 $
NOKIA CORPNOK88.639 $+22.742 $65.897 $-5.069 $70.966 $-1.233 $72.199 $+72.199 $
BARCLAYS PLCBCS83.131 $+5.817 $77.314 $+77.314 $
Sabre CorpSABR22.248 $-7.689 $29.937 $-21.757 $51.694 $+13.413 $38.281 $+38.281 $
JETBLUE AIRWAYS CORPJBLU48.348 $+743 $47.605 $+1.169 $46.436 $+46.436 $
Xerox Holdings CorpXRX27.894 $+27.894 $
448.893.176 $+19.012.327 $432.672.901 $+30.174.574 $402.845.917 $+82.136.551 $321.740.322 $+321.740.322 $
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