Investments: Fiduciary Group, 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. ($)
1.076.475.445 $+40.467.161 $1.036.575.145 $+66.011.738 $970.990.824 $+58.656.345 $912.334.479 $+912.334.479 $
BANK OF AMERICA CORP /DE/BAC490.619.396 $+26.051.216 $464.568.180 $+22.768.336 $441.799.844 $+28.475.992 $413.323.852 $+413.323.852 $
ALPHA PRO TECH LTDAPT69.095.895 $+14.068.712 $55.027.183 $+14.972.504 $40.054.679 $+4.595.596 $35.459.083 $+35.459.083 $
APPFOLIO INCAPPF60.166.135 $+3.138.272 $57.027.863 $+10.761.761 $46.266.102 $-4.036.996 $50.303.098 $+50.303.098 $
MICROSOFT CORPMSFT43.456.487 $-3.729.628 $47.186.115 $+867.543 $46.318.572 $+11.246.822 $35.071.750 $+35.071.750 $
BERKSHIRE HATHAWAY INCBRK-B28.399.284 $-341.959 $28.741.243 $+808.284 $27.932.959 $-2.827.920 $30.760.879 $+30.760.879 $
JPMORGAN CHASE & COJPM28.490.048 $-233.323 $28.723.371 $+2.148.771 $26.574.600 $+3.989.829 $22.584.771 $+22.584.771 $
BlackRock, Inc.BLK26.659.290 $+2.049.904 $24.609.386 $+390.752 $24.218.634 $+320.198 $23.898.436 $+23.898.436 $
AMAZON COM INCAMZN24.582.958 $+1.527.730 $23.055.228 $+247.724 $22.807.504 $+3.047.724 $19.759.780 $+19.759.780 $
Walmart Inc.WMT20.458.266 $+926.290 $19.531.976 $+741.747 $18.790.229 $+1.714.861 $17.075.368 $+17.075.368 $
JOHNSON & JOHNSONJNJ17.520.039 $+1.747.789 $15.772.250 $+2.664.450 $13.107.800 $-1.199.678 $14.307.478 $+14.307.478 $
Palo Alto Networks IncPANW15.220.877 $-1.722.412 $16.943.289 $-23.892 $16.967.181 $+2.824.309 $14.142.872 $+14.142.872 $
NVIDIA CORPNVDA15.891.028 $+6.249 $15.884.779 $+2.586.517 $13.298.262 $+4.411.694 $8.886.568 $+8.886.568 $
RTX CorpRTX14.960.848 $+975.413 $13.985.435 $+1.705.013 $12.280.422 $+1.012.982 $11.267.440 $+11.267.440 $
INTUITIVE SURGICAL INCISRG12.758.958 $+2.551.828 $10.207.130 $-2.086.434 $12.293.564 $+1.092.042 $11.201.522 $+11.201.522 $
Walt Disney CoDIS11.276.882 $-184.912 $11.461.794 $-1.130.925 $12.592.719 $+2.526.701 $10.066.018 $+10.066.018 $
ORACLE CORPORCL8.603.023 $-3.879.938 $12.482.961 $+2.601.445 $9.881.516 $+3.531.005 $6.350.511 $+6.350.511 $
PEPSICO INCPEP9.612.954 $-225.057 $9.838.011 $+442.322 $9.395.689 $-1.342.778 $10.738.467 $+10.738.467 $
AMGEN INCAMGN10.308.484 $+1.355.531 $8.952.953 $+151.818 $8.801.135 $-1.067.386 $9.868.521 $+9.868.521 $
Mastercard IncMA9.997.004 $-152.027 $10.149.031 $+230.471 $9.918.560 $+216.525 $9.702.035 $+9.702.035 $
SOUTHERN COSO8.420.365 $-658.300 $9.078.665 $+249.961 $8.828.704 $-86.016 $8.914.720 $+8.914.720 $
Aon plcAON7.559.505 $-153.074 $7.712.579 $-103.073 $7.815.652 $-959.264 $8.774.916 $+8.774.916 $
COCA COLA COKO7.784.456 $+322.742 $7.461.714 $-649.049 $8.110.763 $-120.555 $8.231.318 $+8.231.318 $
AMERICAN EXPRESS COAXP7.941.717 $+792.637 $7.149.080 $+340.771 $6.808.309 $+1.065.706 $5.742.603 $+5.742.603 $
ELI LILLY & CoLLY7.654.946 $+2.048.422 $5.606.524 $-103.533 $5.710.057 $-376.900 $6.086.957 $+6.086.957 $
PROCTER & GAMBLE CoPG6.823.550 $+235.084 $6.588.466 $-359.888 $6.948.354 $-570.658 $7.519.012 $+7.519.012 $
STARBUCKS CORPSBUX4.795.844 $-1.278.859 $6.074.703 $-735.422 $6.810.125 $-593.806 $7.403.931 $+7.403.931 $
EXXON MOBIL CORPXOM6.355.730 $+341.558 $6.014.172 $+356.960 $5.657.212 $-638.321 $6.295.533 $+6.295.533 $
VERIZON COMMUNICATIONS INCVZ5.095.757 $-692.486 $5.788.243 $+45.637 $5.742.606 $-122.471 $5.865.077 $+5.865.077 $
AbbVie Inc.ABBV5.397.549 $-233.433 $5.630.982 $+1.159.824 $4.471.158 $-637.295 $5.108.453 $+5.108.453 $
ASML HOLDING NVASML5.232.685 $+572.300 $4.660.385 $+1.078.172 $3.582.213 $+790.553 $2.791.660 $+2.791.660 $
COMCAST CORPCMCSA1.430.715 $-1.948.663 $3.379.378 $-936.507 $4.315.885 $-498.827 $4.814.712 $+4.814.712 $
ASTRAZENECA PLCAZN4.799.206 $+824.420 $3.974.786 $+381.067 $3.593.719 $-176.390 $3.770.109 $+3.770.109 $
SCHWAB CHARLES CORPSCHW4.063.901 $+92.799 $3.971.102 $+132.809 $3.838.293 $+484.908 $3.353.385 $+3.353.385 $
AT&T INC.T3.293.798 $-458.495 $3.752.293 $-103.949 $3.856.242 $+108.476 $3.747.766 $+3.747.766 $
BECTON DICKINSON & COBDX1.763.320 $-585.289 $2.348.609 $-82.700 $2.431.309 $-1.242.126 $3.673.435 $+3.673.435 $
PFIZER INCPFE3.000.708 $-383.704 $3.384.412 $+78.732 $3.305.680 $+145.407 $3.160.273 $+3.160.273 $
NICOLET BANKSHARES INCNIC2.161.043 $-1.102.182 $3.263.225 $-19.249 $3.282.474 $+478.182 $2.804.292 $+2.804.292 $
Eaton Corp plcETN2.637.263 $-468.264 $3.105.527 $+154.648 $2.950.879 $+699.039 $2.251.840 $+2.251.840 $
EQUINIX INCEQIX2.568.168 $-57.252 $2.625.420 $-75.201 $2.700.621 $-100.106 $2.800.727 $+2.800.727 $
ROPER TECHNOLOGIES INCROP1.285.090 $-1.407.836 $2.692.926 $-8.067 $2.700.993 $-35.837 $2.736.830 $+2.736.830 $
AFLAC INCAFL2.033.977 $-26.377 $2.060.354 $+115.099 $1.945.255 $-728.356 $2.673.611 $+2.673.611 $
MCDONALDS CORPMCD2.546.815 $-34.427 $2.581.242 $+111.821 $2.469.421 $-178.852 $2.648.273 $+2.648.273 $
CHEVRON CORPCVX2.479.863 $+813 $2.479.050 $+214.357 $2.264.693 $-372.634 $2.637.327 $+2.637.327 $
CUMMINS INCCMI2.521.113 $+421.934 $2.099.179 $+469.211 $1.629.968 $+52.111 $1.577.857 $+1.577.857 $
DOMINOS PIZZA INCDPZ2.402.134 $+278.121 $2.124.013 $+35.031 $2.088.982 $+123.455 $1.965.527 $+1.965.527 $
GENERAL DYNAMICS CORPGD2.288.615 $-34.277 $2.322.892 $+346.604 $1.976.288 $+103.663 $1.872.625 $+1.872.625 $
DEERE & CODE1.826.181 $+32.596 $1.793.585 $-211.626 $2.005.211 $+125.717 $1.879.494 $+1.879.494 $
GENERAL ELECTRIC COGE1.960.499 $+48.339 $1.912.160 $+248.564 $1.663.596 $+410.636 $1.252.960 $+1.252.960 $
UNITEDHEALTH GROUP INCUNH499.787 $-694.951 $1.194.738 $+67.278 $1.127.460 $-759.611 $1.887.071 $+1.887.071 $
HEICO CORPHEI1.788.279 $-21.359 $1.809.638 $-62.670 $1.872.308 $+530.326 $1.341.982 $+1.341.982 $
STRYKER CORPSYK1.444.542 $-187.921 $1.632.463 $-101.979 $1.734.442 $+155.357 $1.579.085 $+1.579.085 $
Accenture plcACN1.385.770 $+102.710 $1.283.060 $-269.375 $1.552.435 $-72.981 $1.625.416 $+1.625.416 $
CSX CORPCSX1.614.793 $+22.276 $1.592.517 $+147.465 $1.445.052 $+168.202 $1.276.850 $+1.276.850 $
MCKESSON CORPMCK1.545.426 $+135.540 $1.409.886 $+37.389 $1.372.497 $+111.987 $1.260.510 $+1.260.510 $
ANALOG DEVICES INCADI1.503.804 $+157.368 $1.346.436 $+81.122 $1.265.314 $+243.250 $1.022.064 $+1.022.064 $
FASTENAL COFAST1.005.377 $-400.011 $1.405.388 $+173.108 $1.232.280 $+81.050 $1.151.230 $+1.151.230 $
CATERPILLAR INCCAT1.403.257 $+234.469 $1.168.788 $+286.573 $882.215 $+132.738 $749.477 $+749.477 $
MORGAN STANLEYMS1.328.528 $+126.406 $1.202.122 $+635.310 $566.812 $+363.451 $203.361 $+203.361 $
LOCKHEED MARTIN CORPLMT1.203.855 $-61.143 $1.264.998 $+91.401 $1.173.597 $+41.634 $1.131.963 $+1.131.963 $
FEDEX CORPFDX997.145 $-106.682 $1.103.827 $-57.272 $1.161.099 $-95.099 $1.256.198 $+1.256.198 $
COLGATE PALMOLIVE COCL790.832 $-238.635 $1.029.467 $-172.504 $1.201.971 $-39.835 $1.241.806 $+1.241.806 $
NORTHERN TRUST CORPNTRS1.217.385 $-16.075 $1.233.460 $+71.669 $1.161.791 $+254.319 $907.472 $+907.472 $
UNITED PARCEL SERVICE INCUPS622.219 $-360.762 $982.981 $-142.803 $1.125.784 $-68.707 $1.194.491 $+1.194.491 $
EMERSON ELECTRIC COEMR1.147.497 $+39.551 $1.107.946 $-82.424 $1.190.370 $+206.022 $984.348 $+984.348 $
Phillips 66PSX959.283 $-54.610 $1.013.893 $+124.631 $889.262 $-31.158 $920.420 $+920.420 $
BOEING COBA1.003.312 $-4.830 $1.008.142 $+52.476 $955.666 $+160.391 $795.275 $+795.275 $
MICRON TECHNOLOGY INCMU973.819 $+392.717 $581.102 $+153.055 $428.047 $+116.894 $311.153 $+311.153 $
Duke Energy CORPDUK950.104 $+10.099 $940.005 $+43.677 $896.328 $-30.156 $926.484 $+926.484 $
EQUIFAX INCEFX722.543 $-140.937 $863.480 $-34.200 $897.680 $+46.194 $851.486 $+851.486 $
Cadence BankCADE888.287 $+199.691 $688.596 $+370.875 $317.721 $+317.721 $
Medtronic plcMDT471.462 $-260.553 $732.015 $-92.439 $824.454 $-15.827 $840.281 $+840.281 $
Trane Technologies plcTT738.702 $-70.617 $809.319 $+132.208 $677.111 $+162.297 $514.814 $+514.814 $
GENUINE PARTS COGPC674.190 $-85.754 $759.944 $+94.801 $665.143 $-9.547 $674.690 $+674.690 $
NEXTERA ENERGY INCNEE728.461 $+41.200 $687.261 $+137.038 $550.223 $-21.576 $571.799 $+571.799 $
PAYCHEX INCPAYX429.986 $-157.293 $587.279 $-86.637 $673.916 $-40.863 $714.779 $+714.779 $
GOLDMAN SACHS GROUP INCGS699.684 $+125.516 $574.168 $+154.472 $419.696 $+95.746 $323.950 $+323.950 $
ARES CAPITAL CORPARCC661.723 $-3.153 $664.876 $-22.757 $687.633 $+144.447 $543.186 $+543.186 $
REGIONS FINANCIAL CORPRF593.951 $+15.815 $578.136 $+62.483 $515.653 $+39.244 $476.409 $+476.409 $
3M COMMM585.005 $+17.046 $567.959 $+9.695 $558.264 $+18.407 $539.857 $+539.857 $
EQUITY RESIDENTIALEQR491.838 $-13.185 $505.023 $-41.781 $546.804 $-33.137 $579.941 $+579.941 $
ADVANCED MICRO DEVICES INCAMD570.736 $+150.891 $419.845 $+83.116 $336.729 $+92.927 $243.802 $+243.802 $
CONOCOPHILLIPSCOP507.936 $-3.076 $511.012 $+29.023 $481.989 $-81.897 $563.886 $+563.886 $
PALATIN TECHNOLOGIES INCPTNT562.757 $+133.523 $429.234 $+429.234 $
Booking Holdings Inc.BKNG530.178 $+22.647 $507.531 $-36.658 $544.189 $+120.353 $423.836 $+423.836 $
Bank of New York Mellon CorpBK494.195 $+31.987 $462.208 $+77.633 $384.575 $+30.560 $354.015 $+354.015 $
HENRY SCHEIN INCHSIC384.929 $-60.546 $445.475 $-44.837 $490.312 $+30.607 $459.705 $+459.705 $
NETFLIX INCNFLX413.482 $-67.285 $480.767 $+178.124 $302.643 $+302.643 $
TORONTO DOMINION BANKTD437.475 $+66.179 $371.296 $+30.187 $341.109 $+62.741 $278.368 $+278.368 $
ENBRIDGE INCENB432.670 $+3.962 $428.708 $+43.669 $385.039 $+8.581 $376.458 $+376.458 $
Otis Worldwide CorpOTIS326.514 $-15.251 $341.765 $-43.027 $384.792 $-36.883 $421.675 $+421.675 $
INTEL CORPINTC385.937 $+32.756 $353.181 $+9.543 $343.638 $-4.756 $348.394 $+348.394 $
FISERV INCFISV228.206 $-76.960 $305.166 $-70.245 $375.411 $+375.411 $
LINDE PLCLIN369.680 $+26.255 $343.425 $+14.999 $328.426 $+2.478 $325.948 $+325.948 $
ROYAL BANK OF CANADARY367.845 $+49.991 $317.854 $+34.025 $283.829 $+40.627 $243.202 $+243.202 $
ALLSTATE CORPALL308.686 $-15.221 $323.907 $+20.130 $303.777 $-30.848 $334.625 $+334.625 $
CARDINAL HEALTH INCCAH324.690 $+76.693 $247.997 $-47.179 $295.176 $+51.048 $244.128 $+244.128 $
GARMIN LTDGRMN263.705 $-56.381 $320.086 $+48.750 $271.336 $-10.933 $282.269 $+282.269 $
ISHARES GOLD TRUSTIAU319.404 $+33.054 $286.350 $+72.143 $214.207 $+6.845 $207.362 $+207.362 $
LINCOLN NATIONAL CORPLNC250.704 $+23.646 $227.058 $+227.058 $
YUM BRANDS INCYUM239.628 $-1.140 $240.768 $+6.051 $234.717 $-14.541 $249.258 $+249.258 $
SHERWIN WILLIAMS COSHW211.911 $+1.775 $210.136 $-34.646 $244.782 $+244.782 $
UNILEVER PLCUL224.976 $-11.848 $236.824 $-7.550 $244.374 $+6.472 $237.902 $+237.902 $
Shell plcSHEL241.455 $+6.407 $235.048 $+3.681 $231.367 $-9.431 $240.798 $+240.798 $
WESTERN DIGITAL CORPWDC238.124 $+238.124 $
DIAGEO PLCDEO220.940 $-16.933 $237.873 $+237.873 $
CVS HEALTH CorpCVS211.256 $+10.568 $200.688 $+200.688 $
BANK OF NOVA SCOTIABNS209.812 $+209.812 $
MERCADOLIBRE INCMELI206.477 $+206.477 $
RIO TINTO PLCRIO205.677 $+205.677 $
Ameris BancorpABCB200.529 $+200.529 $
AES CORPAES179.250 $+14.750 $164.500 $+33.000 $131.500 $+131.500 $
GLADSTONE LAND CorpLAND126.744 $-13.976 $140.720 $+21.458 $119.262 $+119.262 $
1.076.475.445 $+40.467.161 $1.036.575.145 $+66.011.738 $970.990.824 $+58.656.345 $912.334.479 $+912.334.479 $
Erweiterte Einstellungen ×