Investments: Mengis Capital Management, 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. ($)
522.361.615 $+53.502.018 $468.792.567 $+34.232.202 $434.761.132 $-10.748.315 $446.122.954 $+446.122.954 $
BANK OF AMERICA CORP /DE/BAC105.440.578 $+11.280.218 $94.160.360 $+8.644.093 $85.516.267 $-6.202.409 $91.718.676 $+91.718.676 $
APPFOLIO INCAPPF38.558.777 $+3.454.836 $35.103.941 $+6.656.758 $28.447.183 $-6.467.191 $34.914.374 $+34.914.374 $
COZAD ASSET MANAGEMENT INC34.723.802 $+3.234.917 $31.488.885 $+1.927.105 $29.561.780 $+2.099.576 $27.462.204 $+27.462.204 $
MICROSOFT CORPMSFT30.243.183 $-292.748 $30.535.931 $+1.023.701 $29.512.230 $+4.448.864 $25.063.366 $+25.063.366 $
BECK MACK & OLIVER LLC26.763.811 $+4.942.611 $21.821.200 $+4.908.578 $16.912.622 $+1.587.442 $15.325.180 $+15.325.180 $
JAMES INVESTMENT RESEARCH, INC.15.718.897 $-1.332.222 $17.051.119 $-481.310 $17.532.429 $-1.480.522 $19.012.951 $+19.012.951 $
JPMORGAN CHASE & COJPM18.145.445 $+222.744 $17.922.701 $+1.277.338 $16.645.363 $+2.339.836 $14.305.527 $+14.305.527 $
CHEVRON CORPCVX14.991.604 $+817.292 $14.174.312 $+1.033.973 $13.140.339 $-4.115.567 $17.255.906 $+17.255.906 $
PACCAR INCPCAR12.208.831 $+2.765.588 $9.443.243 $+288.870 $9.154.373 $-3.849.196 $13.003.569 $+13.003.569 $
DEERE & CODE12.626.258 $+1.016.427 $11.609.831 $-1.313.442 $12.923.273 $+114.712 $12.808.561 $+12.808.561 $
ELI LILLY & CoLLY10.611.697 $+3.459.117 $7.152.580 $+219.218 $6.933.362 $+875.902 $6.057.460 $+6.057.460 $
AMAZON COM INCAMZN10.080.601 $+1.332.273 $8.748.328 $-94.844 $8.843.172 $+1.220.405 $7.622.767 $+7.622.767 $
NOVARTIS AGNVS9.754.026 $+1.546.922 $8.207.104 $+404.017 $7.803.087 $-1.127.910 $8.930.997 $+8.930.997 $
Medtronic plcMDT9.113.884 $+343.042 $8.770.842 $+756.258 $8.014.584 $-250.649 $8.265.233 $+8.265.233 $
ASTRAZENECA PLCAZN8.582.760 $+1.920.249 $6.662.511 $+1.571.055 $5.091.456 $+629.271 $4.462.185 $+4.462.185 $
JOHNSON & JOHNSONJNJ8.479.292 $+1.794.964 $6.684.328 $+1.143.374 $5.540.954 $-2.174.530 $7.715.484 $+7.715.484 $
KLCM Advisors, Inc.8.408.120 $+1.753.939 $6.654.181 $-315.788 $6.969.969 $+2.656.318 $4.313.651 $+4.313.651 $
EXXON MOBIL CORPXOM7.558.275 $+1.202.274 $6.356.001 $+408.749 $5.947.252 $-2.406.372 $8.353.624 $+8.353.624 $
PEPSICO INCPEP6.257.237 $+1.006.415 $5.250.822 $+531.405 $4.719.417 $-1.308.657 $6.028.074 $+6.028.074 $
ISHARES GOLD TRUSTIAU5.541.557 $+543.422 $4.998.135 $+750.983 $4.247.152 $+161.460 $4.085.692 $+4.085.692 $
HERSHEY COHSY4.999.900 $+707.103 $4.292.797 $+575.517 $3.717.280 $-1.583.282 $5.300.562 $+5.300.562 $
EMERSON ELECTRIC COEMR5.160.711 $+275.178 $4.885.533 $-80.043 $4.965.576 $+887.788 $4.077.788 $+4.077.788 $
BERKSHIRE HATHAWAY INCBRK-B4.888.271 $+16.720 $4.871.551 $+137.723 $4.733.828 $-424.209 $5.158.037 $+5.158.037 $
HUBBELL INCHUBB3.996.990 $+124.200 $3.872.790 $+197.100 $3.675.690 $-957.050 $4.632.740 $+4.632.740 $
SCHWAB CHARLES CORPSCHW4.530.820 $+116.615 $4.414.205 $+154.288 $4.259.917 $-353.028 $4.612.945 $+4.612.945 $
ASSOCIATED BANC-CORPASB4.561.166 $+758.676 $3.802.490 $-335.677 $4.138.167 $-107.432 $4.245.599 $+4.245.599 $
BOEING COBA4.553.006 $+284.968 $4.268.038 $+403.258 $3.864.780 $+1.692.144 $2.172.636 $+2.172.636 $
MCCORMICK & CO INCMKC4.304.552 $+3.558.840 $745.712 $+393.529 $352.183 $+27.470 $324.713 $+324.713 $
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL4.035.137 $+238.306 $3.796.831 $+23.187 $3.773.644 $-108.668 $3.882.312 $+3.882.312 $
BAHL & GAYNOR INC3.636.239 $+266.960 $3.369.279 $+480.335 $2.888.944 $-1.013.812 $3.902.756 $+3.902.756 $
COCA COLA COKO3.337.062 $+171.363 $3.165.699 $-236.930 $3.402.629 $-118.547 $3.521.176 $+3.521.176 $
PROCTER & GAMBLE CoPG2.531.714 $-185.279 $2.716.993 $-103.449 $2.820.442 $-482.809 $3.303.251 $+3.303.251 $
CUMMINS INCCMI3.299.038 $+577.708 $2.721.330 $+760.260 $1.961.070 $+287.927 $1.673.143 $+1.673.143 $
NICOLET BANKSHARES INCNIC3.295.197 $+759.142 $2.536.055 $+23.410 $2.512.645 $+1.746.490 $766.155 $+766.155 $
MEYER HANDELMAN CO2.391.261 $-858.920 $3.250.181 $+436.862 $2.813.319 $-232.210 $3.045.529 $+3.045.529 $
KROGER COKR2.783.921 $+7.438 $2.776.483 $-177.932 $2.954.415 $-256.663 $3.211.078 $+3.211.078 $
RTX CorpRTX3.066.264 $+268.674 $2.797.590 $+356.282 $2.441.308 $+160.479 $2.280.829 $+2.280.829 $
AMERICAN EXPRESS COAXP2.881.910 $+294.384 $2.587.526 $+102.672 $2.484.854 $+44.571 $2.440.283 $+2.440.283 $
FEDEX CORPFDX2.865.733 $+499.229 $2.366.504 $+77.392 $2.289.112 $-219.690 $2.508.802 $+2.508.802 $
FLUOR CORPFLR1.985.344 $-343.735 $2.329.079 $-529.838 $2.858.917 $+1.521.649 $1.337.268 $+1.337.268 $
Walt Disney CoDIS2.491.202 $-33.161 $2.524.363 $-251.548 $2.775.911 $+560.631 $2.215.280 $+2.215.280 $
BRUKER CORPBRKR2.695.634 $+873.432 $1.822.202 $-488.500 $2.310.702 $-40.721 $2.351.423 $+2.351.423 $
HIGHLAND CAPITAL MANAGEMENT, LLC2.213.599 $-368.033 $2.581.632 $+336.826 $2.244.806 $+559.898 $1.684.908 $+1.684.908 $
FLOWSERVE CORPFLS2.185.816 $+511.640 $1.674.176 $+24.890 $1.649.286 $+110.582 $1.538.704 $+1.538.704 $
MORGAN STANLEYMS1.976.575 $-136.510 $2.113.085 $+232.771 $1.880.314 $+128.202 $1.752.112 $+1.752.112 $
ADVANCED MICRO DEVICES INCAMD2.094.484 $+498.426 $1.596.058 $+182.025 $1.414.033 $+390.229 $1.023.804 $+1.023.804 $
SEGALL BRYANT & HAMILL, LLC2.000.600 $+879.920 $1.120.680 $+114.600 $1.006.080 $-1.054.400 $2.060.480 $+2.060.480 $
Marathon Petroleum CorpMPC1.675.089 $-363.136 $2.038.225 $+281.612 $1.756.613 $+201.372 $1.555.241 $+1.555.241 $
AMGEN INCAMGN1.979.243 $+271.369 $1.707.874 $+18.096 $1.689.778 $-195.723 $1.885.501 $+1.885.501 $
COLGATE PALMOLIVE COCL975.897 $+368.353 $607.544 $-83.296 $690.840 $-1.192.530 $1.883.370 $+1.883.370 $
UNITED PARCEL SERVICE INCUPS813.208 $-12.778 $825.986 $-644.860 $1.470.846 $-355.702 $1.826.548 $+1.826.548 $
INTEL CORPINTC1.796.181 $+716.116 $1.080.065 $+219.467 $860.598 $+111.470 $749.128 $+749.128 $
FREEPORT-MCMORAN INCFCX1.747.416 $+398.077 $1.349.339 $-131.236 $1.480.575 $+349.789 $1.130.786 $+1.130.786 $
NVIDIA CORPNVDA1.533.977 $-174.176 $1.708.153 $+1.062 $1.707.091 $+617.324 $1.089.767 $+1.089.767 $
CABOT CORPCBT497.100 $-73.275 $570.375 $+7.875 $562.500 $-1.100.300 $1.662.800 $+1.662.800 $
PFIZER INCPFE1.598.922 $+142.568 $1.456.354 $+34.515 $1.421.839 $-64.523 $1.486.362 $+1.486.362 $
Eaton Corp plcETN1.509.100 $-76.971 $1.586.071 $+73.148 $1.512.923 $+474.532 $1.038.391 $+1.038.391 $
CVS HEALTH CorpCVS1.110.563 $-197.830 $1.308.393 $-9.469 $1.317.862 $-262.745 $1.580.607 $+1.580.607 $
WASTE MANAGEMENT INCWM1.434.382 $-22.744 $1.457.126 $-52.693 $1.509.819 $-17.724 $1.527.543 $+1.527.543 $
TELEDYNE TECHNOLOGIES INCTDY1.224.219 $-180.519 $1.404.738 $+176.731 $1.228.007 $+34.996 $1.193.011 $+1.193.011 $
Seagate Technology Holdings plcSTX1.403.112 $+134.290 $1.268.822 $+437.482 $831.340 $+257.078 $574.262 $+574.262 $
MCDONALDS CORPMCD1.278.755 $-53.499 $1.332.254 $+51.381 $1.280.873 $-112.610 $1.393.483 $+1.393.483 $
Mengis Capital Management, Inc.1.201.645 $-14.731 $1.216.376 $+60.127 $1.156.249 $+259.680 $896.569 $+896.569 $
GENERAL DYNAMICS CORPGD1.101.888 $-14.205 $1.116.093 $+146.907 $969.186 $+63.403 $905.783 $+905.783 $
Walmart Inc.WMT1.113.208 $+307.588 $805.620 $+39.416 $766.204 $+561.127 $205.077 $+205.077 $
KEMPER CorpKMPR559.979 $+112.113 $447.866 $-112.857 $560.723 $-542.302 $1.103.025 $+1.103.025 $
STARBUCKS CORPSBUX792.765 $-17.631 $810.396 $-97.121 $907.517 $-63.981 $971.498 $+971.498 $
Estabrook Capital Management622.222 $-239.091 $861.313 $-27.082 $888.395 $-75.666 $964.061 $+964.061 $
AAR CORPAIR692.538 $-236.892 $929.430 $+216.422 $713.008 $+132.672 $580.336 $+580.336 $
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC918.075 $+526.605 $391.470 $+391.470 $
WEYERHAEUSER COWY692.837 $-63.159 $755.996 $-9.566 $765.562 $-108.446 $874.008 $+874.008 $
NORTH STAR ASSET MANAGEMENT INC815.953 $-8.818 $824.771 $+185.401 $639.370 $+262.997 $376.373 $+376.373 $
TechnipFMC plcFTI802.080 $+91.980 $710.100 $+172.836 $537.264 $+537.264 $
S&CO INC799.281 $+91.318 $707.963 $+76.774 $631.189 $+29.585 $601.604 $+601.604 $
UNILEVER PLCUL606.585 $-31.386 $637.971 $-32.574 $670.545 $-128.140 $798.685 $+798.685 $
NBC SECURITIES, INC.586.902 $-128.476 $715.378 $-17.677 $733.055 $-56.186 $789.241 $+789.241 $
CATERPILLAR INCCAT776.916 $+115.567 $661.349 $+123.350 $537.999 $+81.016 $456.983 $+456.983 $
EQT CorpEQT745.040 $+367.078 $377.962 $+125.204 $252.758 $+21.192 $231.566 $+231.566 $
FIDUCIARY MANAGEMENT INC /WI/384.146 $-110.266 $494.412 $-66.852 $561.264 $-77.147 $638.411 $+638.411 $
Duke Energy CORPDUK502.895 $-11.060 $513.955 $+2.019 $511.936 $-5.262 $517.198 $+517.198 $
CARRIER GLOBAL CorpCARR364.648 $-47.342 $411.990 $-93.094 $505.084 $+505.084 $
SAP SESAP393.514 $-86.128 $479.642 $+479.642 $
NETFLIX INCNFLX277.529 $-77.351 $354.880 $-74.980 $429.860 $+139.843 $290.017 $+290.017 $
Viatris IncVTRS425.841 $+87.220 $338.621 $+33.179 $305.442 $+3.970 $301.472 $+301.472 $
PRINCIPAL FINANCIAL GROUP INCPFG373.500 $+34.291 $339.209 $+27.533 $311.676 $+46.736 $264.940 $+264.940 $
AeroVironment IncAVAV363.076 $+69.913 $293.163 $+293.163 $
ENBRIDGE INCENB338.827 $-18.632 $357.459 $+35.280 $322.179 $+7.179 $315.000 $+315.000 $
BHP Group LtdBHP331.288 $+23.460 $307.828 $+44.806 $263.022 $+263.022 $
Amrize LtdAMRZ310.960 $+53.751 $257.209 $+257.209 $
INTUITIVE SURGICAL INCISRG295.073 $+62.066 $233.007 $-50.109 $283.116 $+25.080 $258.036 $+258.036 $
NEXTERA ENERGY INCNEE291.416 $+17.387 $274.029 $+22.035 $251.994 $-5.337 $257.331 $+257.331 $
DOHENY ASSET MANAGEMENT /CA282.868 $+282.868 $
ANALOG DEVICES INCADI282.048 $+26.520 $255.528 $+7.988 $247.540 $+37.803 $209.737 $+209.737 $
ALCON INCALC243.680 $+23.726 $219.954 $-40.648 $260.602 $-19.631 $280.233 $+280.233 $
Otis Worldwide CorpOTIS231.477 $-10.812 $242.289 $-20.114 $262.403 $+262.403 $
Ancora Advisors LLC246.716 $+246.716 $
BORGWARNER INCBWA222.037 $+222.037 $
ESSEX INVESTMENT MANAGEMENT CO LLC216.360 $+216.360 $
BRADLEY FOSTER & SARGENT INC/CT207.065 $-3.588 $210.653 $+210.653 $
CAMPBELL CAPITAL MANAGEMENT INC203.968 $+203.968 $
NUSCALE POWER CorpSMR200.767 $+200.767 $
ADIRONDACK TRUST CO117.375 $+1.252 $116.123 $+454 $115.669 $+115.669 $
GREAT LAKES ADVISORS, LLC25.926 $+6.094 $19.832 $-995 $20.827 $+20.827 $
522.361.615 $+53.502.018 $468.792.567 $+34.232.202 $434.761.132 $-10.748.315 $446.122.954 $+446.122.954 $
Erweiterte Einstellungen ×