Investments: Archford Capital Strategies, 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. ($)
684.155.016 $+28.230.161 $662.762.563 $+67.198.807 $599.159.052 $+78.877.467 $520.490.549 $+520.490.549 $
BANK OF AMERICA CORP /DE/BAC370.647.279 $-1.202.176 $371.849.455 $+17.311.214 $354.538.241 $+34.663.499 $319.874.742 $+319.874.742 $
BlackRock, Inc.BLK44.494.497 $+5.973.776 $38.520.721 $+20.720.415 $17.800.306 $+2.791.339 $15.008.967 $+15.008.967 $
MICROSOFT CORPMSFT30.813.822 $-1.709.435 $32.523.257 $+1.757.252 $30.766.005 $+9.488.814 $21.277.191 $+21.277.191 $
NVIDIA CORPNVDA28.889.320 $+134.923 $28.754.397 $+4.377.941 $24.376.456 $+8.751.714 $15.624.742 $+15.624.742 $
APPFOLIO INCAPPF27.704.489 $+1.655.559 $26.048.930 $+5.211.092 $20.837.838 $+1.030.513 $19.807.325 $+19.807.325 $
ALPHA PRO TECH LTDAPT24.297.946 $+5.444.288 $18.853.658 $+4.440.452 $14.413.206 $+2.149.275 $12.263.931 $+12.263.931 $
BERKSHIRE HATHAWAY INCBRK-B18.210.871 $-59.373 $18.270.244 $-1.231.136 $19.501.380 $+12.316.343 $7.185.037 $+7.185.037 $
AMAZON COM INCAMZN11.382.681 $+584.580 $10.798.101 $-878.888 $11.676.989 $+1.993.326 $9.683.663 $+9.683.663 $
JPMORGAN CHASE & COJPM9.355.154 $+164.900 $9.190.254 $+347.682 $8.842.572 $+2.248.535 $6.594.037 $+6.594.037 $
Walmart Inc.WMT8.243.206 $+781.165 $7.462.041 $+532.006 $6.930.035 $+1.077.919 $5.852.116 $+5.852.116 $
Mastercard IncMA7.896.092 $+238.180 $7.657.912 $+2.402.236 $5.255.676 $+700.233 $4.555.443 $+4.555.443 $
UNITEDHEALTH GROUP INCUNH996.602 $-52.765 $1.049.367 $-231.994 $1.281.361 $-6.346.763 $7.628.124 $+7.628.124 $
NOVARTIS AGNVS6.434.669 $+3.055.160 $3.379.509 $+3.379.509 $
JOHNSON & JOHNSONJNJ5.178.417 $+2.679.966 $2.498.451 $+1.101.743 $1.396.708 $-124.169 $1.520.877 $+1.520.877 $
CARNIVAL PLCCUK4.191.545 $+4.191.545 $
EXXON MOBIL CORPXOM2.671.779 $-1.143.577 $3.815.356 $+49.415 $3.765.941 $-288.601 $4.054.542 $+4.054.542 $
NETFLIX INCNFLX3.105.050 $-893.348 $3.998.398 $-49.792 $4.048.190 $+1.661.846 $2.386.344 $+2.386.344 $
Shell plcSHEL3.930.666 $+904.303 $3.026.363 $+1.132.616 $1.893.747 $+1.893.747 $
Bank of New York Mellon CorpBK2.094.591 $+161.334 $1.933.257 $+351.533 $1.581.724 $-2.248.810 $3.830.534 $+3.830.534 $
LOCKHEED MARTIN CORPLMT1.369.221 $-92.700 $1.461.921 $-312.691 $1.774.612 $-2.048.580 $3.823.192 $+3.823.192 $
JABIL INCJBL3.654.841 $+229.549 $3.425.292 $+267.902 $3.157.390 $+1.220.434 $1.936.956 $+1.936.956 $
MCDONALDS CORPMCD1.325.819 $-23.010 $1.348.829 $-122.314 $1.471.143 $-2.008.512 $3.479.655 $+3.479.655 $
PALATIN TECHNOLOGIES INCPTNT3.089.473 $-318.497 $3.407.970 $+281.198 $3.126.772 $+871.266 $2.255.506 $+2.255.506 $
MORGAN STANLEYMS884.904 $-126.359 $1.011.263 $-2.376.873 $3.388.136 $+937.389 $2.450.747 $+2.450.747 $
TE Connectivity plcTEL3.218.813 $+3.218.813 $
Synchrony FinancialSYF3.203.729 $+538.842 $2.664.887 $+1.394.117 $1.270.770 $+495.940 $774.830 $+774.830 $
CHEVRON CORPCVX1.166.035 $-41.043 $1.207.078 $-1.875.168 $3.082.246 $+431.723 $2.650.523 $+2.650.523 $
WILLIAMS SONOMA INCWSM988.353 $-67.507 $1.055.860 $-1.565.510 $2.621.370 $-384.585 $3.005.955 $+3.005.955 $
COMCAST CORPCMCSA2.179.602 $-708.457 $2.888.059 $+32.522 $2.855.537 $+2.855.537 $
PROCTER & GAMBLE CoPG2.171.196 $-140.829 $2.312.025 $-214.368 $2.526.393 $-24.958 $2.551.351 $+2.551.351 $
AMDOCS LTDDOX1.284.215 $-1.228.894 $2.513.109 $+2.513.109 $
ELI LILLY & CoLLY2.462.092 $+702.614 $1.759.478 $-38.118 $1.797.596 $-223.406 $2.021.002 $+2.021.002 $
Accenture plcACN215.660 $-2.117.719 $2.333.379 $-114.829 $2.448.208 $+171.564 $2.276.644 $+2.276.644 $
LAM RESEARCH CORPLRCX2.355.608 $+604.865 $1.750.743 $+670.269 $1.080.474 $+1.080.474 $
Sony Group CorpSONY1.844.224 $-508.610 $2.352.834 $+1.250.776 $1.102.058 $+1.102.058 $
SEMTECH CORPSMTC742.132 $-1.462.101 $2.204.233 $+811.664 $1.392.569 $+331.226 $1.061.343 $+1.061.343 $
ADVANCED MICRO DEVICES INCAMD2.170.190 $+436.125 $1.734.065 $+226.236 $1.507.829 $-204.744 $1.712.573 $+1.712.573 $
FISERV INCFISV1.918.923 $-234.832 $2.153.755 $+2.153.755 $
Haleon plcHLN2.148.566 $+2.148.566 $
RTX CorpRTX1.332.951 $+117.633 $1.215.318 $-893.582 $2.108.900 $+320.914 $1.787.986 $+1.787.986 $
ISHARES GOLD TRUSTIAU2.078.439 $+247.109 $1.831.330 $+1.831.330 $
ASML HOLDING NVASML549.908 $-636.970 $1.186.878 $+118.620 $1.068.258 $-882.707 $1.950.965 $+1.950.965 $
KROGER COKR1.913.204 $+1.913.204 $
GOLDMAN SACHS GROUP INCGS868.628 $+78.490 $790.138 $-422.238 $1.212.376 $-689.259 $1.901.635 $+1.901.635 $
NEXTERA ENERGY INCNEE1.606.820 $-86.738 $1.693.558 $-39.998 $1.733.556 $-138.224 $1.871.780 $+1.871.780 $
CINTAS CORPCTAS1.764.415 $+1.400.803 $363.612 $+363.612 $
AUTOLIV INCALV1.726.492 $+1.726.492 $
TechnipFMC plcFTI1.691.319 $+1.691.319 $
MCKESSON CORPMCK1.366.603 $-126.717 $1.493.320 $-174.487 $1.667.807 $+1.059.424 $608.383 $+608.383 $
Fox CorpFOXA1.627.561 $+88.266 $1.539.295 $+704.915 $834.380 $+834.380 $
Booking Holdings Inc.BKNG1.494.137 $-39.256 $1.533.393 $+155.554 $1.377.839 $+272.181 $1.105.658 $+1.105.658 $
NEWMARKET CORPNEU1.405.447 $+1.405.447 $
SOUTHERN COSO1.126.014 $-221.521 $1.347.535 $+16.367 $1.331.168 $+80.612 $1.250.556 $+1.250.556 $
AbbVie Inc.ABBV1.205.500 $-9.145 $1.214.645 $+225.116 $989.529 $-126.975 $1.116.504 $+1.116.504 $
ORACLE CORPORCL807.122 $-348.493 $1.155.615 $+229.936 $925.679 $+442.915 $482.764 $+482.764 $
FASTENAL COFAST890.164 $-226.428 $1.116.592 $+137.320 $979.272 $-90.918 $1.070.190 $+1.070.190 $
PEPSICO INCPEP554.019 $+1.497 $552.522 $-192.115 $744.637 $-355.417 $1.100.054 $+1.100.054 $
SUNCOR ENERGY INCSU1.099.507 $+112.080 $987.427 $+113.157 $874.270 $-50.635 $924.905 $+924.905 $
Duke Energy CORPDUK933.460 $-52.828 $986.288 $+42.996 $943.292 $-82.720 $1.026.012 $+1.026.012 $
SPS COMMERCE INCSPSC1.016.139 $+104.714 $911.425 $+129.841 $781.584 $+40.200 $741.384 $+741.384 $
VERIZON COMMUNICATIONS INCVZ782.668 $-62.710 $845.378 $-11.109 $856.487 $-52.383 $908.870 $+908.870 $
FREEPORT-MCMORAN INCFCX903.503 $+192.837 $710.666 $-69.374 $780.040 $+90.912 $689.128 $+689.128 $
AMGEN INCAMGN446.778 $+61.575 $385.203 $-227.942 $613.145 $-263.868 $877.013 $+877.013 $
AMEREN CORPAEE822.547 $-36.709 $859.256 $+43.492 $815.764 $-35.126 $850.890 $+850.890 $
INTEL CORPINTC804.199 $+76.365 $727.834 $+236.804 $491.030 $+2.515 $488.515 $+488.515 $
PACCAR INCPCAR540.760 $+1.868 $538.892 $-142.403 $681.295 $-102.144 $783.439 $+783.439 $
MICRON TECHNOLOGY INCMU757.478 $+311.403 $446.075 $+112.684 $333.391 $+333.391 $
CHART INDUSTRIES INCGTLS756.245 $+34.304 $721.941 $+191.274 $530.667 $-199.506 $730.173 $+730.173 $
Walt Disney CoDIS597.298 $-20.549 $617.847 $-95.216 $713.063 $+336.518 $376.545 $+376.545 $
CATERPILLAR INCCAT682.288 $+118.297 $563.991 $+109.785 $454.206 $+79.223 $374.983 $+374.983 $
GENERAL DYNAMICS CORPGD595.888 $-19.276 $615.164 $-12.197 $627.361 $+65.028 $562.333 $+562.333 $
EXACT SCIENCES CORPEXAS613.524 $+283.787 $329.737 $+8.399 $321.338 $+321.338 $
US BANCORP \DE\USB489.126 $+4.581 $484.545 $+23.635 $460.910 $-72.915 $533.825 $+533.825 $
UNITED PARCEL SERVICE INCUPS439.604 $+69.053 $370.551 $-88.881 $459.432 $-40.642 $500.074 $+500.074 $
ASTRAZENECA PLCAZN497.380 $+82.293 $415.087 $+36.521 $378.566 $-19.317 $397.883 $+397.883 $
AeroVironment IncAVAV484.989 $+484.989 $
PFIZER INCPFE372.554 $-42.668 $415.222 $-59.567 $474.789 $+76.925 $397.864 $+397.864 $
GENERAL ELECTRIC COGE314.499 $+13.378 $301.121 $-164.240 $465.361 $+465.361 $
ANALOG DEVICES INCADI459.142 $+25.236 $433.906 $-18.332 $452.238 $+153.766 $298.472 $+298.472 $
EMERSON ELECTRIC COEMR436.914 $+1.265 $435.649 $-20.340 $455.989 $+74.223 $381.766 $+381.766 $
REGIONS FINANCIAL CORPRF290.295 $-44.156 $334.451 $-104.221 $438.672 $+438.672 $
CUMMINS INCCMI429.180 $+99.052 $330.128 $+46.061 $284.067 $+22.931 $261.136 $+261.136 $
COCA COLA COKO393.529 $+30.952 $362.577 $-63.627 $426.204 $+77.341 $348.863 $+348.863 $
AT&T INC.T340.532 $-61.069 $401.601 $-3.385 $404.986 $+54.964 $350.022 $+350.022 $
EchoStar CORPSATS386.763 $+386.763 $
RESMED INCRMD257.249 $-55.898 $313.147 $-12.449 $325.596 $+325.596 $
ROPER TECHNOLOGIES INCROP321.965 $+321.965 $
Archer-Daniels-Midland CoADM267.329 $-3.472 $270.801 $-47.779 $318.580 $+318.580 $
TARGET CORPTGT224.141 $+19.984 $204.157 $-82.027 $286.184 $-25.433 $311.617 $+311.617 $
ArcelorMittalMT301.992 $+301.992 $
FabrinetFN281.363 $+56.028 $225.335 $+2.262 $223.073 $+223.073 $
CEMEX SAB DE CVCX273.186 $+65.850 $207.336 $+67.329 $140.007 $+16.464 $123.543 $+123.543 $
Vertiv Holdings CoVRT255.980 $-2.898 $258.878 $+258.878 $
STARBUCKS CORPSBUX257.847 $+56.370 $201.477 $+201.477 $
AppLovin CorpAPP242.867 $+242.867 $
FORD MOTOR COF162.950 $-15.051 $178.001 $-60.406 $238.407 $+238.407 $
DEERE & CODE236.510 $+5.136 $231.374 $+19.334 $212.040 $+212.040 $
CITIGROUP INCC222.411 $-13.797 $236.208 $+236.208 $
COLGATE PALMOLIVE COCL225.908 $+225.908 $
MPLX LPMPLX219.191 $+14.046 $205.145 $-6.407 $211.552 $-12.108 $223.660 $+223.660 $
Zoetis Inc.ZTS223.320 $+223.320 $
3M COMMM223.179 $+3.444 $219.735 $+8.578 $211.157 $-2.377 $213.534 $+213.534 $
Eaton Corp plcETN210.703 $+210.703 $
GENUINE PARTS COGPC208.964 $+208.964 $
Phillips 66PSX208.775 $+208.775 $
UNILEVER PLCUL202.350 $+202.350 $
Bitfarms LtdBITF141.000 $+141.000 $
684.155.016 $+28.230.161 $662.762.563 $+67.198.807 $599.159.052 $+78.877.467 $520.490.549 $+520.490.549 $
Erweiterte Einstellungen ×