Investments: Moloney Securities Asset Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
726.527.192 $+23.115.004 $706.499.084 $+59.693.474 $650.701.290 $+650.701.290 $
BANK OF AMERICA CORP /DE/BAC195.291.250 $+59.034.102 $136.257.148 $+10.847.873 $125.409.275 $+125.409.275 $
COZAD ASSET MANAGEMENT INC81.998.198 $+2.996.198 $79.002.000 $+7.307.002 $71.694.998 $+71.694.998 $
Moloney Securities Asset Management, LLC40.954.526 $-33.163.463 $74.117.989 $+2.676.088 $71.441.901 $+71.441.901 $
JAMES INVESTMENT RESEARCH, INC.27.669.585 $-30.966.549 $58.636.134 $+1.015.811 $57.620.323 $+57.620.323 $
BECK MACK & OLIVER LLC40.720.338 $+6.313.551 $34.406.787 $+3.940.177 $30.466.610 $+30.466.610 $
PRINCIPAL FINANCIAL GROUP INCPFG25.507.146 $+8.961.872 $16.545.274 $+1.982.075 $14.563.199 $+14.563.199 $
MICROSOFT CORPMSFT25.042.886 $-382.986 $25.425.872 $+8.333.357 $17.092.515 $+17.092.515 $
NVIDIA CORPNVDA23.487.506 $+1.000.587 $22.486.919 $+8.211.362 $14.275.557 $+14.275.557 $
APPFOLIO INCAPPF21.187.388 $+3.665.767 $17.521.621 $-1.884.450 $19.406.071 $+19.406.071 $
AMAZON COM INCAMZN16.106.777 $-738.426 $16.845.203 $+2.333.502 $14.511.701 $+14.511.701 $
BERKSHIRE HATHAWAY INCBRK-B13.094.366 $+337.560 $12.756.806 $-1.108.914 $13.865.720 $+13.865.720 $
JPMORGAN CHASE & COJPM11.254.913 $+1.630.512 $9.624.401 $+1.939.279 $7.685.122 $+7.685.122 $
MAI Capital Management10.607.181 $+881.311 $9.725.870 $+69.182 $9.656.688 $+9.656.688 $
Ancora Advisors LLC10.157.919 $+1.197.700 $8.960.219 $+1.319.354 $7.640.865 $+7.640.865 $
MEYER HANDELMAN CO9.218.494 $+752.697 $8.465.797 $-216.638 $8.682.435 $+8.682.435 $
SVB WEALTH LLC7.043.614 $+1.251.722 $5.791.892 $+1.056.668 $4.735.224 $+4.735.224 $
Walmart Inc.WMT6.361.828 $-445.283 $6.807.111 $+635.990 $6.171.121 $+6.171.121 $
JOHNSON & JOHNSONJNJ6.772.134 $+1.108.368 $5.663.766 $-234.957 $5.898.723 $+5.898.723 $
PROCTER & GAMBLE CoPG5.587.761 $-364.960 $5.952.721 $-333.730 $6.286.451 $+6.286.451 $
PEPSICO INCPEP5.581.989 $-223.941 $5.805.930 $+3.031.665 $2.774.265 $+2.774.265 $
ELI LILLY & CoLLY4.466.620 $-255.300 $4.721.920 $-957.510 $5.679.430 $+5.679.430 $
AMGEN INCAMGN3.941.383 $-249.874 $4.191.257 $-1.192.748 $5.384.005 $+5.384.005 $
VISA INC.V5.000.879 $-364.171 $5.365.050 $+105.503 $5.259.547 $+5.259.547 $
EXXON MOBIL CORPXOM4.753.178 $-84.840 $4.838.018 $-474.979 $5.312.997 $+5.312.997 $
CHEVRON CORPCVX3.971.668 $+191.623 $3.780.045 $-542.568 $4.322.613 $+4.322.613 $
Medtronic plcMDT3.444.768 $+79.218 $3.365.550 $-589.160 $3.954.710 $+3.954.710 $
CHS INCCHSCP3.503.949 $-96.887 $3.600.836 $-101.323 $3.702.159 $+3.702.159 $
ADVISORS MANAGEMENT GROUP INC /ADV3.587.834 $+20.958 $3.566.876 $+305.354 $3.261.522 $+3.261.522 $
LOCKHEED MARTIN CORPLMT3.394.219 $+247.655 $3.146.564 $+136.612 $3.009.952 $+3.009.952 $
SOUTHERN COSO2.964.947 $-50.892 $3.015.839 $-14.502 $3.030.341 $+3.030.341 $
NEXTERA ENERGY INCNEE2.999.436 $+215.387 $2.784.049 $-61.984 $2.846.033 $+2.846.033 $
MORGAN STANLEYMS2.987.892 $+58.718 $2.929.174 $+529.189 $2.399.985 $+2.399.985 $
COCA COLA COKO2.556.262 $-327.892 $2.884.154 $-44.963 $2.929.117 $+2.929.117 $
MCDONALDS CORPMCD2.876.083 $+106.414 $2.769.669 $-155.317 $2.924.986 $+2.924.986 $
GENERAL DYNAMICS CORPGD2.781.394 $+139.630 $2.641.764 $+238.658 $2.403.106 $+2.403.106 $
GOLDMAN SACHS GROUP INCGS2.697.931 $-75.401 $2.773.332 $+728.383 $2.044.949 $+2.044.949 $
HERSHEY COHSY2.701.480 $+230.304 $2.471.176 $-28.520 $2.499.696 $+2.499.696 $
ARCH CAPITAL GROUP LTD.ACGL1.972.384 $-287.391 $2.259.775 $-99.103 $2.358.878 $+2.358.878 $
AT&T INC.T1.220.822 $-1.106.997 $2.327.819 $+56.566 $2.271.253 $+2.271.253 $
ALTRIA GROUP, INC.MO2.239.815 $+253.295 $1.986.520 $-48.616 $2.035.136 $+2.035.136 $
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1.654.289 $-578.607 $2.232.896 $+553.397 $1.679.499 $+1.679.499 $
CVS HEALTH CorpCVS1.674.129 $-510.950 $2.185.079 $-39.666 $2.224.745 $+2.224.745 $
BAHL & GAYNOR INC2.201.773 $+222.902 $1.978.871 $+50.528 $1.928.343 $+1.928.343 $
EMERSON ELECTRIC COEMR1.942.925 $-241.489 $2.184.414 $+943.468 $1.240.946 $+1.240.946 $
BlackRock, Inc.BLK2.090.198 $-72.548 $2.162.746 $+305.246 $1.857.500 $+1.857.500 $
Palo Alto Networks IncPANW2.081.404 $+92.917 $1.988.487 $+275.603 $1.712.884 $+1.712.884 $
CAMPBELL CAPITAL MANAGEMENT INC1.682.792 $-382.161 $2.064.953 $+485.846 $1.579.107 $+1.579.107 $
RTX CorpRTX1.861.363 $+233.271 $1.628.092 $+210.049 $1.418.043 $+1.418.043 $
PFIZER INCPFE1.783.805 $-11.039 $1.794.844 $-19.503 $1.814.347 $+1.814.347 $
ASSOCIATED BANC-CORPASB1.259.718 $-542.052 $1.801.770 $+130.007 $1.671.763 $+1.671.763 $
FISERV INCFISV893.872 $-320.239 $1.214.111 $-483.409 $1.697.520 $+1.697.520 $
CELESTICA INCCLS1.684.500 $+221.749 $1.462.751 $+795.782 $666.969 $+666.969 $
NETFLIX INCNFLX980.717 $-690.517 $1.671.234 $+1.199.374 $471.860 $+471.860 $
BOEING COBA1.544.620 $-93.622 $1.638.242 $+334.959 $1.303.283 $+1.303.283 $
Accenture plcACN1.606.381 $+454.139 $1.152.242 $+521.600 $630.642 $+630.642 $
MICRON TECHNOLOGY INCMU1.554.912 $+833.991 $720.921 $+203.222 $517.699 $+517.699 $
TARGET CORPTGT1.410.048 $+416.786 $993.262 $-542.948 $1.536.210 $+1.536.210 $
XCEL ENERGY INCXEL1.517.780 $+266.124 $1.251.656 $-58.868 $1.310.524 $+1.310.524 $
DOLLAR GENERAL CORPDG1.484.416 $+636.517 $847.899 $+847.899 $
Knife River CorpKNF1.021.141 $-174.558 $1.195.699 $-277.340 $1.473.039 $+1.473.039 $
MERCADOLIBRE INCMELI1.343.741 $-119.892 $1.463.633 $+361.391 $1.102.242 $+1.102.242 $
Public StoragePSA1.396.012 $-41.746 $1.437.758 $-11.703 $1.449.461 $+1.449.461 $
HIGHLAND CAPITAL MANAGEMENT, LLC1.163.229 $-24.753 $1.187.982 $-209.528 $1.397.510 $+1.397.510 $
Invesco Senior Income TrustVVR1.327.127 $+163.029 $1.164.098 $+1.164.098 $
AMERICAN EXPRESS COAXP1.185.784 $-132.413 $1.318.197 $+178.923 $1.139.274 $+1.139.274 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1.269.802 $-27.553 $1.297.355 $+217.033 $1.080.322 $+1.080.322 $
BRADLEY FOSTER & SARGENT INC/CT1.261.442 $+205.293 $1.056.149 $-124.687 $1.180.836 $+1.180.836 $
NOKIA CORPNOK1.261.009 $+1.261.009 $
AUTOZONE INCAZO1.257.040 $+39.429 $1.217.611 $+138.594 $1.079.017 $+1.079.017 $
STRYKER CORPSYK1.161.503 $-81.566 $1.243.069 $+75.321 $1.167.748 $+1.167.748 $
UNITED PARCEL SERVICE INCUPS841.982 $-315.860 $1.157.842 $+591.949 $565.893 $+565.893 $
CHIPOTLE MEXICAN GRILL INCCMG435.793 $-704.389 $1.140.182 $+111.982 $1.028.200 $+1.028.200 $
FIDUCIARY MANAGEMENT INC /WI/940.103 $-170.299 $1.110.402 $+24.506 $1.085.896 $+1.085.896 $
AppLovin CorpAPP1.097.211 $+745.031 $352.180 $+100.988 $251.192 $+251.192 $
ADVANCED MICRO DEVICES INCAMD1.094.995 $+77.430 $1.017.565 $+155.885 $861.680 $+861.680 $
FASTENAL COFAST1.084.469 $+225.607 $858.862 $+59.726 $799.136 $+799.136 $
Infosys LtdINFY555.279 $-273.549 $828.828 $-237.501 $1.066.329 $+1.066.329 $
Chubb LtdCB835.206 $-188.104 $1.023.310 $+207.927 $815.383 $+815.383 $
CHARTIST INC /CA/782.592 $-32.974 $815.566 $-147.556 $963.122 $+963.122 $
Mastercard IncMA937.550 $+4.628 $932.922 $+38.336 $894.586 $+894.586 $
FabrinetFN516.302 $-406.341 $922.643 $+560.410 $362.233 $+362.233 $
CONOCOPHILLIPSCOP358.160 $-561.142 $919.302 $+514.785 $404.517 $+404.517 $
JABIL INCJBL213.127 $-149.400 $362.527 $-537.848 $900.375 $+900.375 $
UiPath, Inc.PATH179.292 $-123.748 $303.040 $-562.418 $865.458 $+865.458 $
DEERE & CODE717.415 $-120.714 $838.129 $+87.424 $750.705 $+750.705 $
FRANKLIN RESOURCES INCBEN783.755 $-16.380 $800.135 $+420.388 $379.747 $+379.747 $
DEAN INVESTMENT ASSOCIATES, LLC791.485 $+43.365 $748.120 $+506.978 $241.142 $+241.142 $
AKAMAI TECHNOLOGIES INCAKAM787.904 $+325.296 $462.608 $-209.567 $672.175 $+672.175 $
AFLAC INCAFL772.470 $+43.174 $729.296 $-39.603 $768.899 $+768.899 $
MITCHELL CAPITAL MANAGEMENT CO737.173 $+77.253 $659.920 $+659.920 $
MCDANIEL TERRY & CO733.355 $+418.451 $314.904 $-3.370 $318.274 $+318.274 $
WASTE MANAGEMENT INCWM606.522 $-62.147 $668.669 $-29.556 $698.225 $+698.225 $
INTUITIVE SURGICAL INCISRG233.901 $-151.377 $385.278 $-278.384 $663.662 $+663.662 $
NOVARTIS AGNVS660.821 $+37.256 $623.565 $+185.114 $438.451 $+438.451 $
WESTERN DIGITAL CORPWDC636.438 $+636.438 $
CUMMINS INCCMI604.459 $+144.642 $459.817 $+16.923 $442.894 $+442.894 $
KCM INVESTMENT ADVISORS LLC598.017 $+102.438 $495.579 $+82.728 $412.851 $+412.851 $
Jazz Pharmaceuticals plcJAZZ256.810 $-340.352 $597.162 $+597.162 $
STARBUCKS CORPSBUX307.215 $-152.388 $459.603 $-134.263 $593.866 $+593.866 $
INTEL CORPINTC570.447 $-12.217 $582.664 $+34.154 $548.510 $+548.510 $
ENBRIDGE INCENB567.472 $+69.967 $497.505 $+16.335 $481.170 $+481.170 $
Energy Transfer LPET411.522 $-61.781 $473.303 $-83.338 $556.641 $+556.641 $
GENERAL ELECTRIC COGE551.319 $+39.477 $511.842 $+124.873 $386.969 $+386.969 $
Whitestone REITWSR550.192 $+550.192 $
Strategy IncMSTR318.021 $-221.222 $539.243 $+159.303 $379.940 $+379.940 $
SYSCO CORPSYY537.061 $+537.061 $
Walt Disney CoDIS325.381 $-123.880 $449.261 $-82.415 $531.676 $+531.676 $
CORBYN INVESTMENT MANAGEMENT INC/MD510.670 $-18.953 $529.623 $+114.185 $415.438 $+415.438 $
ASTRAZENECA PLCAZN509.637 $+113.343 $396.294 $-30.452 $426.746 $+426.746 $
FORBES J M & CO LLP247.319 $-229.650 $476.969 $+152.610 $324.359 $+324.359 $
FLPUTNAM INVESTMENT MANAGEMENT CO222.992 $+41.909 $181.083 $-293.605 $474.688 $+474.688 $
CHEMED CORPCHE341.862 $-29.922 $371.784 $-98.030 $469.814 $+469.814 $
CSX CORPCSX463.326 $+48.639 $414.687 $+40.668 $374.019 $+374.019 $
WEDGEWOOD PARTNERS INC264.220 $-34.738 $298.958 $-160.814 $459.772 $+459.772 $
UNILEVER PLCUL430.610 $-23.883 $454.493 $+12.036 $442.457 $+442.457 $
SEGALL BRYANT & HAMILL, LLC443.859 $+130.576 $313.283 $+313.283 $
CATERPILLAR INCCAT432.073 $+44.703 $387.370 $+86.898 $300.472 $+300.472 $
ROYAL BANK OF CANADARY415.590 $+6.996 $408.594 $+58.486 $350.108 $+350.108 $
ROPER TECHNOLOGIES INCROP382.050 $-15.327 $397.377 $+397.377 $
UNITIL CORPUTL395.811 $+395.811 $
SPIRE INCSR388.931 $+25.410 $363.521 $+45.678 $317.843 $+317.843 $
HANTZ FINANCIAL SERVICES, INC.290.507 $-91.853 $382.360 $+281.534 $100.826 $+100.826 $
CareTrust REIT, Inc.CTRE343.743 $-26.792 $370.535 $+370.535 $
FINANCIAL COUNSELORS INC367.819 $+10.119 $357.700 $-4.017 $361.717 $+361.717 $
FEDEX CORPFDX272.200 $-95.263 $367.463 $+367.463 $
IMPINJ INCPI361.500 $+139.360 $222.140 $+222.140 $
DOHENY ASSET MANAGEMENT /CA304.047 $-51.515 $355.562 $+20.188 $335.374 $+335.374 $
LINDE PLCLIN346.782 $-5.594 $352.376 $-1.987 $354.363 $+354.363 $
Chemours CoCC325.037 $-27.280 $352.317 $+352.317 $
NEW YORK TIMES CONYT350.005 $+350.005 $
CITIGROUP INCC308.228 $-9.749 $317.977 $-31.729 $349.706 $+349.706 $
ESCO TECHNOLOGIES INCESE345.909 $+3.171 $342.738 $+73.984 $268.754 $+268.754 $
DECKERS OUTDOOR CORPDECK342.362 $+342.362 $
EnerSysENS339.394 $+82.475 $256.919 $+256.919 $
BP PLCBP338.222 $+35.699 $302.523 $-15.712 $318.235 $+318.235 $
PARADIGM CAPITAL MANAGEMENT INC/NY334.058 $+334.058 $
AMEREN CORPAEE281.994 $-31.200 $313.194 $-18.032 $331.226 $+331.226 $
Simpson Manufacturing Co., Inc.SSD317.894 $+317.894 $
OPEN TEXT CORPOTEX304.130 $+304.130 $
GraniteShares Gold TrustBAR301.435 $+48.475 $252.960 $+22.431 $230.529 $+230.529 $
Ally Financial Inc.ALLY250.780 $-35.791 $286.571 $+286.571 $
BROWN & BROWN, INC.BRO215.342 $-39.216 $254.558 $-31.064 $285.622 $+285.622 $
Shell plcSHEL210.084 $-65.219 $275.303 $-7.558 $282.861 $+282.861 $
GRIFFIN ASSET MANAGEMENT, INC.280.925 $+280.925 $
ARES CAPITAL CORPARCC220.081 $+12.910 $207.171 $-69.785 $276.956 $+276.956 $
FREEPORT-MCMORAN INCFCX252.414 $-23.115 $275.529 $+20.041 $255.488 $+255.488 $
Phillips 66PSX269.544 $+32.084 $237.460 $-37.309 $274.769 $+274.769 $
ABNER HERRMAN & BROCK LLC269.185 $+256 $268.929 $-121 $269.050 $+269.050 $
PAYCHEX INCPAYX206.797 $-45.031 $251.828 $-15.250 $267.078 $+267.078 $
SMITH SHELLNUT WILSON LLC /ADV210.910 $-51.260 $262.170 $+262.170 $
CHICKASAW CAPITAL MANAGEMENT LLC260.447 $+56.799 $203.648 $+23.445 $180.203 $+180.203 $
Eaton Corp plcETN259.396 $+29.856 $229.540 $+229.540 $
BRUKER CORPBRKR253.380 $+253.380 $
Seagate Technology Holdings plcSTX247.480 $+247.480 $
FORD MOTOR COF238.434 $-3.574 $242.008 $+47.095 $194.913 $+194.913 $
COPART INCCPRT224.266 $+224.266 $
LINCOLN NATIONAL CORPLNC222.033 $+222.033 $
Douglass Winthrop Advisors, LLC119.647 $+26.075 $93.572 $-124.678 $218.250 $+218.250 $
Constellation Energy CorpCEG214.692 $+214.692 $
ABB LTDABBNY213.677 $+213.677 $
Sprott Physical Silver TrustPSLV206.581 $+75.491 $131.090 $+131.090 $
GLADSTONE LAND CorpLAND204.582 $+204.582 $
PRECISION BIOSCIENCES INCDTIL204.471 $+204.471 $
LAM RESEARCH CORPLRCX201.787 $+201.787 $
Amplify Commodity TrustBDRY199.826 $+199.826 $
HOLLENCREST CAPITAL MANAGEMENT188.956 $+7.271 $181.685 $+14.238 $167.447 $+167.447 $
GENEVA CAPITAL MANAGEMENT LLC136.620 $+136.620 $
NORTHWEST BIOTHERAPEUTICS INCNWBO128.437 $+8.113 $120.324 $+6.097 $114.227 $+114.227 $
HUNTINGTON NATIONAL BANK120.500 $+25.100 $95.400 $+32.200 $63.200 $+63.200 $
Snap IncSNAP113.666 $+113.666 $
Fortitude Gold CorpFTCO73.684 $+652 $73.032 $-32.635 $105.667 $+105.667 $
SOPHiA GENETICS SASOPH78.020 $+78.020 $
DF DENT & CO INC76.284 $+11.321 $64.963 $+64.963 $
PATTEN & PATTEN INC/TN75.844 $+0 $75.844 $+0 $75.844 $+75.844 $
Silexion Therapeutics CorpSLXN16.200 $+16.200 $
NEW PACIFIC METALS CORPNEWP11.050 $+11.050 $
JMG Financial Group, Ltd.6.288 $-2.373 $8.661 $+8.661 $
INTEGRATED BIOPHARMA INCINBP5.800 $-1.340 $7.140 $+1.540 $5.600 $+5.600 $
Opus Capital Group, LLC11 $+11 $0 $+0 $0 $+0 $
726.527.192 $+23.115.004 $706.499.084 $+59.693.474 $650.701.290 $+650.701.290 $
Erweiterte Einstellungen ×