Investments: BEACON INVESTMENT ADVISORY SERVICES, 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. ($)
2.187.340.384 $+50.213.794 $2.137.404.318 $+97.879.023 $2.039.975.257 $+95.714.784 $1.954.290.982 $+1.954.290.982 $
BANK OF AMERICA CORP /DE/BAC1.080.443.828 $+45.841.548 $1.034.602.280 $+49.802.104 $984.800.176 $+26.015.377 $958.784.799 $+958.784.799 $
MICROSOFT CORPMSFT92.061.293 $-8.329.861 $100.391.154 $+21.775.689 $78.615.465 $+13.449.993 $65.165.472 $+65.165.472 $
APPFOLIO INCAPPF77.986.410 $+3.223.203 $74.763.207 $+13.490.518 $61.272.689 $-8.511.903 $69.784.592 $+69.784.592 $
ALPHA PRO TECH LTDAPT76.085.708 $+15.080.296 $61.005.412 $+15.349.117 $45.656.295 $+2.742.708 $42.913.587 $+42.913.587 $
JPMORGAN CHASE & COJPM72.693.542 $-3.289.345 $75.982.887 $+1.987.042 $73.995.845 $+9.331.768 $64.664.077 $+64.664.077 $
ISHARES GOLD TRUSTIAU75.200.028 $+8.000.717 $67.199.311 $+9.831.977 $57.367.334 $+3.736.020 $53.631.314 $+53.631.314 $
Mastercard IncMA64.976.104 $-3.075.759 $68.051.863 $-1.056.255 $69.108.118 $-3.989.680 $73.097.798 $+73.097.798 $
NVIDIA CORPNVDA53.861.534 $-2.108.866 $55.970.400 $+6.062.147 $49.908.253 $+13.016.242 $36.892.011 $+36.892.011 $
MORGAN STANLEYMS49.346.871 $+1.727.509 $47.619.362 $+2.946.746 $44.672.616 $+9.441.898 $35.230.718 $+35.230.718 $
Booking Holdings Inc.BKNG26.846.354 $-14.285.446 $41.131.800 $-3.213.828 $44.345.628 $+8.688.105 $35.657.523 $+35.657.523 $
ANALOG DEVICES INCADI37.038.261 $+1.938.040 $35.100.221 $-33.179 $35.133.400 $+1.094.225 $34.039.175 $+34.039.175 $
Palo Alto Networks IncPANW30.797.319 $-4.195.797 $34.993.116 $-512.334 $35.505.450 $+16.979.918 $18.525.532 $+18.525.532 $
DEXCOM INCDXCM18.108.126 $-2.772.231 $20.880.357 $-9.286.195 $30.166.552 $-3.414.646 $33.581.198 $+33.581.198 $
ADVANCED MICRO DEVICES INCAMD32.964.578 $+6.469.038 $26.495.540 $+2.135.850 $24.359.690 $+4.768.199 $19.591.491 $+19.591.491 $
CATERPILLAR INCCAT32.722.430 $+19.292.879 $13.429.551 $+2.973.871 $10.455.680 $+2.377.872 $8.077.808 $+8.077.808 $
INTUITIVE SURGICAL INCISRG31.122.049 $+5.418.399 $25.703.650 $-6.517.846 $32.221.496 $+641.594 $31.579.902 $+31.579.902 $
INSULET CORPPODD20.451.068 $-4.661.031 $25.112.099 $-2.733.675 $27.845.774 $-4.164.022 $32.009.796 $+32.009.796 $
Zoetis Inc.ZTS285.486 $-20.198.069 $20.483.555 $-1.756.978 $22.240.533 $-4.189.770 $26.430.303 $+26.430.303 $
SHERWIN WILLIAMS COSHW22.024.057 $-2.450.038 $24.474.095 $-29.101 $24.503.196 $-1.044.916 $25.548.112 $+25.548.112 $
STRYKER CORPSYK21.156.444 $-2.027.177 $23.183.621 $-2.255.275 $25.438.896 $+20.909 $25.417.987 $+25.417.987 $
JOHNSON & JOHNSONJNJ23.644.102 $+2.908.351 $20.735.751 $+3.798.275 $16.937.476 $-3.307.731 $20.245.207 $+20.245.207 $
Eaton Corp plcETN18.090.094 $-3.046.798 $21.136.892 $+1.575.624 $19.561.268 $+5.236.370 $14.324.898 $+14.324.898 $
ELI LILLY & CoLLY20.502.817 $+5.122.204 $15.380.613 $-2.158.497 $17.539.110 $-3.263.944 $20.803.054 $+20.803.054 $
AbbVie Inc.ABBV19.854.811 $+575.062 $19.279.749 $+4.041.373 $15.238.376 $-623.452 $15.861.828 $+15.861.828 $
NVR INCNVR16.299.341 $-2.276.793 $18.576.134 $+1.367.546 $17.208.588 $+191.515 $17.017.073 $+17.017.073 $
AMGEN INCAMGN18.371.527 $+3.248.768 $15.122.759 $+480.793 $14.641.966 $+587.626 $14.054.340 $+14.054.340 $
BlackRock, Inc.BLK17.702.488 $+10.576.076 $7.126.412 $+734.784 $6.391.628 $+6.053.889 $337.739 $+337.739 $
RTX CorpRTX12.358.797 $-225.482 $12.584.279 $+1.320.685 $11.263.594 $-520.572 $11.784.166 $+11.784.166 $
DARDEN RESTAURANTS INCDRI7.980.479 $-2.229.946 $10.210.425 $-1.052.957 $11.263.382 $+1.146.301 $10.117.081 $+10.117.081 $
UNITEDHEALTH GROUP INCUNH716.339 $+47.147 $669.192 $-5.625.497 $6.294.689 $-4.884.349 $11.179.038 $+11.179.038 $
Walt Disney CoDIS9.758.667 $-467.374 $10.226.041 $-952.509 $11.178.550 $+1.476.683 $9.701.867 $+9.701.867 $
AMAZON COM INCAMZN8.297.287 $-634.602 $8.931.889 $-1.384.049 $10.315.938 $-623.632 $10.939.570 $+10.939.570 $
NEXTERA ENERGY INCNEE10.025.152 $+1.228.086 $8.797.066 $+973.432 $7.823.634 $+714.572 $7.109.062 $+7.109.062 $
CHEVRON CORPCVX850.093 $-491.717 $1.341.810 $-6.218.900 $7.560.710 $-737.335 $8.298.045 $+8.298.045 $
ENBRIDGE INCENB7.838.907 $-126.760 $7.965.667 $+1.052.418 $6.913.249 $+660.709 $6.252.540 $+6.252.540 $
ALLSTATE CORPALL7.807.789 $+43.169 $7.764.620 $+2.137.120 $5.627.500 $+5.627.500 $
Duke Energy CORPDUK6.957.642 $-197.712 $7.155.354 $+579.779 $6.575.575 $+311.927 $6.263.648 $+6.263.648 $
PEPSICO INCPEP6.239.909 $-316.340 $6.556.249 $+569.127 $5.987.122 $-378.168 $6.365.290 $+6.365.290 $
STARBUCKS CORPSBUX4.403.173 $-234.769 $4.637.942 $-576.172 $5.214.114 $-1.096.212 $6.310.326 $+6.310.326 $
Allegion plcALLE5.836.207 $+5.836.207 $
EQUINIX INCEQIX5.590.123 $-198.301 $5.788.424 $+166.622 $5.621.802 $+410.679 $5.211.123 $+5.211.123 $
BERKSHIRE HATHAWAY INCBRK-B4.196.445 $-192.566 $4.389.011 $-397.426 $4.786.437 $-277.971 $5.064.408 $+5.064.408 $
Accenture plcACN525.868 $-178.175 $704.043 $-4.050.422 $4.754.465 $-28.173 $4.782.638 $+4.782.638 $
COGNEX CORPCGNX3.253.240 $-1.192.955 $4.446.195 $+1.290.848 $3.155.347 $-219.172 $3.374.519 $+3.374.519 $
WILLIAMS SONOMA INCWSM3.541.083 $-404.076 $3.945.159 $+647.535 $3.297.624 $+106.375 $3.191.249 $+3.191.249 $
TARGET CORPTGT3.725.467 $+3.725.467 $
EXXON MOBIL CORPXOM2.904.916 $-177.042 $3.081.958 $-152.688 $3.234.646 $+98.421 $3.136.225 $+3.136.225 $
ORACLE CORPORCL1.632.428 $-774.505 $2.406.933 $+549.608 $1.857.325 $+633.248 $1.224.077 $+1.224.077 $
BROWN FORMAN CORPBF-A1.038.648 $-69.412 $1.108.060 $-168.874 $1.276.934 $-619.464 $1.896.398 $+1.896.398 $
AMERICAN EXPRESS COAXP1.868.498 $+188.208 $1.680.290 $+87.726 $1.592.564 $+274.575 $1.317.989 $+1.317.989 $
Veralto CorpVLTO1.470.458 $-255.345 $1.725.803 $+55.484 $1.670.319 $-109.898 $1.780.217 $+1.780.217 $
ROPER TECHNOLOGIES INCROP1.272.627 $-153.128 $1.425.755 $-194.841 $1.620.596 $-65.014 $1.685.610 $+1.685.610 $
MCDONALDS CORPMCD673.915 $-65.754 $739.669 $-78.999 $818.668 $-539.517 $1.358.185 $+1.358.185 $
Bank of New York Mellon CorpBK1.331.205 $+81.760 $1.249.445 $+195.575 $1.053.870 $+83.745 $970.125 $+970.125 $
GENERAL ELECTRIC COGE1.069.601 $-129.578 $1.199.179 $-68.762 $1.267.941 $+1.023.948 $243.993 $+243.993 $
CONOCOPHILLIPSCOP811.412 $-89.558 $900.970 $-52.428 $953.398 $-255.698 $1.209.096 $+1.209.096 $
AT&T INC.T922.726 $-129.970 $1.052.696 $-61.850 $1.114.546 $+46.760 $1.067.786 $+1.067.786 $
BOSTON SCIENTIFIC CORPBSX326.002 $-190.852 $516.854 $-273.254 $790.108 $-273.773 $1.063.881 $+1.063.881 $
CARDINAL HEALTH INCCAH1.053.393 $+248.816 $804.577 $+422.545 $382.032 $+68.743 $313.289 $+313.289 $
PAYCHEX INCPAYX623.048 $-123.569 $746.617 $-233.784 $980.401 $-62.532 $1.042.933 $+1.042.933 $
SPS COMMERCE INCSPSC982.849 $+202.236 $780.613 $+59.690 $720.923 $+55.895 $665.028 $+665.028 $
PROCTER & GAMBLE CoPG691.540 $-118.577 $810.117 $-82.949 $893.066 $-54.381 $947.447 $+947.447 $
AFLAC INCAFL496.215 $+16.351 $479.864 $+26.807 $453.057 $-481.718 $934.775 $+934.775 $
COMCAST CORPCMCSA642.973 $-112.845 $755.818 $-140.298 $896.116 $-37.909 $934.025 $+934.025 $
Walmart Inc.WMT845.240 $+38.306 $806.934 $+28.256 $778.678 $+39.047 $739.631 $+739.631 $
COCA COLA COKO612.552 $+43.791 $568.761 $-243.927 $812.688 $+342.287 $470.401 $+470.401 $
EMERSON ELECTRIC COEMR307.247 $-452.942 $760.189 $-52.458 $812.647 $+127.945 $684.702 $+684.702 $
HENRY SCHEIN INCHSIC638.803 $+14.593 $624.210 $-135.876 $760.086 $+36.900 $723.186 $+723.186 $
PFIZER INCPFE696.813 $-7.135 $703.948 $+93.298 $610.650 $-142.633 $753.283 $+753.283 $
DOLLAR GENERAL CORPDG744.442 $+198.960 $545.482 $-58.216 $603.698 $+110.322 $493.376 $+493.376 $
ASTRAZENECA PLCAZN743.438 $+123.003 $620.435 $+55.315 $565.120 $+17.545 $547.575 $+547.575 $
VERIZON COMMUNICATIONS INCVZ614.966 $-116.784 $731.750 $+80.164 $651.586 $+43.190 $608.396 $+608.396 $
COLGATE PALMOLIVE COCL543.500 $-6.328 $549.828 $-75.383 $625.211 $-82.411 $707.622 $+707.622 $
LOCKHEED MARTIN CORPLMT610.876 $-61.061 $671.937 $+40.677 $631.260 $-53.547 $684.807 $+684.807 $
NOVARTIS AGNVS682.457 $+36.768 $645.689 $+32.531 $613.158 $+44.275 $568.883 $+568.883 $
DEERE & CODE605.241 $+1.657 $603.584 $-67.623 $671.207 $+42.747 $628.460 $+628.460 $
MICRON TECHNOLOGY INCMU618.199 $+166.435 $451.764 $+55.392 $396.372 $-19.050 $415.422 $+415.422 $
Viatris IncVTRS590.591 $+145.378 $445.213 $+27.512 $417.701 $-19.413 $437.114 $+437.114 $
LOEWS CORPL589.421 $+56.651 $532.770 $+46.330 $486.440 $-28.073 $514.513 $+514.513 $
GOLDMAN SACHS GROUP INCGS540.207 $+82.725 $457.482 $+50.973 $406.509 $+120.102 $286.407 $+286.407 $
NICOLET BANKSHARES INCNIC525.691 $+12.764 $512.927 $-5.871 $518.798 $+20.803 $497.995 $+497.995 $
CITIGROUP INCC513.787 $+66.882 $446.905 $+72.121 $374.784 $+56.139 $318.645 $+318.645 $
Solventum CorpSOLV490.813 $+64.055 $426.758 $-27.827 $454.585 $-7.967 $462.552 $+462.552 $
AES CORPAES472.561 $+67.219 $405.342 $+264.910 $140.432 $-25.140 $165.572 $+165.572 $
3M COMMM450.202 $+13.835 $436.367 $-5.072 $441.439 $+175.622 $265.817 $+265.817 $
FACTSET RESEARCH SYSTEMS INCFDS250.725 $+3.197 $247.528 $-138.922 $386.450 $-6.359 $392.809 $+392.809 $
ALIGN TECHNOLOGY INCALGN272.795 $+48.150 $224.645 $-144.170 $368.815 $+368.815 $
AKAMAI TECHNOLOGIES INCAKAM358.074 $+64.731 $293.343 $-15.488 $308.831 $-22.105 $330.936 $+330.936 $
GLOBAL PARTNERS LPGLP292.950 $-57.450 $350.400 $+350.400 $
PALATIN TECHNOLOGIES INCPTNT305.019 $+46.894 $258.125 $+26.381 $231.744 $+231.744 $
MCCORMICK & CO INCMKC268.490 $+31.494 $236.996 $-31.559 $268.555 $-22.988 $291.543 $+291.543 $
UNILEVER PLCUL275.073 $-5.618 $280.691 $-8.949 $289.640 $+7.670 $281.970 $+281.970 $
TORONTO DOMINION BANKTD279.115 $+42.223 $236.892 $+19.259 $217.633 $+217.633 $
LAM RESEARCH CORPLRCX272.206 $+272.206 $
ARES CAPITAL CORPARCC200.733 $-19.636 $220.369 $-35.247 $255.616 $+255.616 $
Constellation Energy CorpCEG250.822 $+6.967 $243.855 $+14.695 $229.160 $+229.160 $
HUBBELL INCHUBB242.040 $+7.521 $234.519 $+11.935 $222.584 $+222.584 $
EXACT SCIENCES CORPEXAS225.261 $-14.029 $239.290 $+19.463 $219.827 $+219.827 $
SEMPRASRE232.556 $-4.452 $237.008 $+237.008 $
HP INCHPQ236.279 $+236.279 $
TYLER TECHNOLOGIES INCTYL232.556 $+232.556 $
Aon plcAON214.904 $-2.254 $217.158 $-10.812 $227.970 $+227.970 $
STATE STREET CORPSTT222.624 $+18.557 $204.067 $+204.067 $
MIDDLEBY CorpMIDD217.505 $+6.833 $210.672 $-11.675 $222.347 $+222.347 $
GATX CORPGATX205.390 $+205.390 $
PURE CYCLE CORPPCYO155.685 $-1.133 $156.818 $+4.958 $151.860 $+14.011 $137.849 $+137.849 $
NEOGEN CORPNEOG98.943 $+16.115 $82.828 $-67.406 $150.234 $+150.234 $
2.187.340.384 $+50.213.794 $2.137.404.318 $+97.879.023 $2.039.975.257 $+95.714.784 $1.954.290.982 $+1.954.290.982 $
Erweiterte Einstellungen ×