Investments: Heritage Trust Co

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. ($)
908.306.835 $+32.886.496 $876.880.067 $+67.186.807 $811.689.460 $+35.153.819 $777.572.093 $+777.572.093 $
BANK OF AMERICA CORP /DE/BAC381.315.612 $+15.029.748 $366.285.864 $+16.666.410 $349.619.454 $+10.516.430 $339.103.024 $+339.103.024 $
APPFOLIO INCAPPF62.688.483 $+10.076.556 $52.611.927 $+7.512.482 $45.099.445 $-1.146.711 $46.246.156 $+46.246.156 $
MICROSOFT CORPMSFT49.761.599 $-3.874.228 $53.635.827 $+949.646 $52.686.181 $+11.766.400 $40.919.781 $+40.919.781 $
ALPHA PRO TECH LTDAPT50.177.379 $+10.137.994 $40.039.385 $+10.688.127 $29.351.258 $+3.582.220 $25.769.038 $+25.769.038 $
JOHNSON & JOHNSONJNJ35.549.703 $+3.560.479 $31.989.224 $+5.686.659 $26.302.565 $-1.664.199 $27.966.764 $+27.966.764 $
JPMORGAN CHASE & COJPM21.951.904 $+477.099 $21.474.805 $+1.983.590 $19.491.215 $+2.483.541 $17.007.674 $+17.007.674 $
AbbVie Inc.ABBV21.670.451 $-175.346 $21.845.797 $+5.373.130 $16.472.667 $-2.327.150 $18.799.817 $+18.799.817 $
MORGAN STANLEYMS18.140.184 $+3.990.042 $14.150.142 $+3.353.632 $10.796.510 $-4.074.870 $14.871.380 $+14.871.380 $
Walmart Inc.WMT16.821.027 $+1.157.544 $15.663.483 $+923.920 $14.739.563 $+1.348.501 $13.391.062 $+13.391.062 $
ORACLE CORPORCL11.151.787 $-5.407.066 $16.558.853 $+361.629 $16.197.224 $+5.743.475 $10.453.749 $+10.453.749 $
UNITEDHEALTH GROUP INCUNH9.329.905 $-151.384 $9.481.289 $+1.021.875 $8.459.414 $-5.619.077 $14.078.491 $+14.078.491 $
AMAZON COM INCAMZN12.209.451 $+718.918 $11.490.533 $+139.076 $11.351.457 $+1.614.707 $9.736.750 $+9.736.750 $
BERKSHIRE HATHAWAY INCBRK-B10.925.912 $-71.882 $10.997.794 $+332.120 $10.665.674 $-1.032.871 $11.698.545 $+11.698.545 $
NVIDIA CORPNVDA10.029.495 $-245.887 $10.275.382 $-283.777 $10.559.159 $+3.318.500 $7.240.659 $+7.240.659 $
FISERV INCFISV620.987 $-5.922.606 $6.543.593 $-1.427.093 $7.970.686 $-1.336.858 $9.307.544 $+9.307.544 $
BlackRock, Inc.BLK8.148.966 $-70.359 $8.219.325 $-109.624 $8.328.949 $+671.179 $7.657.770 $+7.657.770 $
AMERICAN EXPRESS COAXP8.209.214 $+488.818 $7.720.396 $+44.442 $7.675.954 $+934.348 $6.741.606 $+6.741.606 $
GENUINE PARTS COGPC7.101.556 $-944.860 $8.046.416 $+1.808.404 $6.238.012 $+814.155 $5.423.857 $+5.423.857 $
AT&T INC.T6.534.514 $-941.436 $7.475.950 $-189.030 $7.664.980 $+139.082 $7.525.898 $+7.525.898 $
STARBUCKS CORPSBUX6.403.166 $-211.033 $6.614.199 $-489.251 $7.103.450 $-493.248 $7.596.698 $+7.596.698 $
EXXON MOBIL CORPXOM7.307.769 $+310.231 $6.997.538 $+312.759 $6.684.779 $-889.158 $7.573.937 $+7.573.937 $
PACCAR INCPCAR6.837.365 $+1.398.892 $5.438.473 $+1.737.217 $3.701.256 $+1.335.652 $2.365.604 $+2.365.604 $
CATERPILLAR INCCAT6.837.210 $+1.254.067 $5.583.143 $+929.281 $4.653.862 $+1.158.312 $3.495.550 $+3.495.550 $
PROCTER & GAMBLE CoPG5.376.703 $-546.823 $5.923.526 $-68.180 $5.991.706 $-394.273 $6.385.979 $+6.385.979 $
Accenture plcACN5.412.155 $+442.912 $4.969.243 $-1.082.098 $6.051.341 $-215.673 $6.267.014 $+6.267.014 $
Hewlett Packard Enterprise CoHPE5.859.093 $+264.552 $5.594.541 $+929.501 $4.665.040 $+1.139.543 $3.525.497 $+3.525.497 $
CHEVRON CORPCVX5.302.652 $-151.300 $5.453.952 $+564.290 $4.889.662 $-869.308 $5.758.970 $+5.758.970 $
Phillips 66PSX5.293.351 $-353.655 $5.647.006 $+706.036 $4.940.970 $+13.248 $4.927.722 $+4.927.722 $
VERIZON COMMUNICATIONS INCVZ4.739.953 $-168.171 $4.908.124 $+1.125.929 $3.782.195 $+1.960.082 $1.822.113 $+1.822.113 $
COMCAST CORPCMCSA453.280 $-3.597.896 $4.051.176 $-585.961 $4.637.137 $-148.385 $4.785.522 $+4.785.522 $
GOLDMAN SACHS GROUP INCGS4.729.899 $+437.563 $4.292.336 $+641.739 $3.650.597 $+804.971 $2.845.626 $+2.845.626 $
MICRON TECHNOLOGY INCMU4.288.568 $+1.995.784 $2.292.784 $+747.219 $1.545.565 $+464.652 $1.080.913 $+1.080.913 $
MCDONALDS CORPMCD3.691.706 $-72.281 $3.763.987 $+95.495 $3.668.492 $-600.051 $4.268.543 $+4.268.543 $
LAM RESEARCH CORPLRCX4.178.501 $+988.469 $3.190.032 $+945.278 $2.244.754 $+533.249 $1.711.505 $+1.711.505 $
CVS HEALTH CorpCVS4.038.860 $+529.446 $3.509.414 $+628.397 $2.881.017 $+421.746 $2.459.271 $+2.459.271 $
Walt Disney CoDIS3.461.573 $-27.636 $3.489.209 $-268.914 $3.758.123 $+861.552 $2.896.571 $+2.896.571 $
SHERWIN WILLIAMS COSHW3.269.130 $-244.031 $3.513.161 $-61.891 $3.575.052 $-162.689 $3.737.741 $+3.737.741 $
NEXTERA ENERGY INCNEE3.465.770 $+278.434 $3.187.336 $+407.553 $2.779.783 $-63.828 $2.843.611 $+2.843.611 $
PEPSICO INCPEP3.416.646 $+409.966 $3.006.680 $+213.641 $2.793.039 $-290.926 $3.083.965 $+3.083.965 $
ELI LILLY & CoLLY2.967.192 $+608.759 $2.358.433 $-115.799 $2.474.232 $-22.492 $2.496.724 $+2.496.724 $
AMGEN INCAMGN2.777.546 $+157.039 $2.620.507 $+1.236 $2.619.271 $-323.952 $2.943.223 $+2.943.223 $
EVERSOURCE ENERGYES2.693.612 $-165.443 $2.859.055 $+265.571 $2.593.484 $+143.616 $2.449.868 $+2.449.868 $
TARGET CORPTGT2.752.369 $+422.938 $2.329.431 $-208.546 $2.537.977 $-24.788 $2.562.765 $+2.562.765 $
Palo Alto Networks IncPANW2.289.239 $-443.547 $2.732.786 $+138.156 $2.594.630 $+511.798 $2.082.832 $+2.082.832 $
FEDEX CORPFDX2.732.037 $+565.181 $2.166.856 $+120.380 $2.046.476 $+939.716 $1.106.760 $+1.106.760 $
FASTENAL COFAST2.116.658 $-479.716 $2.596.374 $+2.134.542 $461.832 $+461.832 $
COCA COLA COKO2.162.044 $+37.016 $2.125.028 $-193.177 $2.318.205 $-216.359 $2.534.564 $+2.534.564 $
METLIFE INCMET2.380.678 $-114.804 $2.495.482 $+61.647 $2.433.835 $-11.637 $2.445.472 $+2.445.472 $
HEICO CORPHEI2.460.713 $+454.388 $2.006.325 $+2.006.325 $
AFLAC INCAFL2.215.987 $-66.271 $2.282.258 $+67.174 $2.215.084 $-191.737 $2.406.821 $+2.406.821 $
DEERE & CODE2.362.303 $+450.955 $1.911.348 $-6.668 $1.918.016 $+156.075 $1.761.941 $+1.761.941 $
CONOCOPHILLIPSCOP2.088.718 $+92.676 $1.996.042 $+19.962 $1.976.080 $-378.676 $2.354.756 $+2.354.756 $
RTX CorpRTX2.315.609 $+184.328 $2.131.281 $+116.644 $2.014.637 $+173.440 $1.841.197 $+1.841.197 $
UNITED PARCEL SERVICE INCUPS1.336.589 $+123.227 $1.213.362 $-791.714 $2.005.076 $-236.327 $2.241.403 $+2.241.403 $
BP PLCBP2.167.296 $+55.201 $2.112.095 $+783.050 $1.329.045 $+177.653 $1.151.392 $+1.151.392 $
BOEING COBA2.087.389 $-65.298 $2.152.687 $+72.264 $2.080.423 $+514.429 $1.565.994 $+1.565.994 $
MCKESSON CORPMCK2.025.297 $+117.895 $1.907.402 $+98.169 $1.809.233 $+93.781 $1.715.452 $+1.715.452 $
PFIZER INCPFE1.848.683 $-114.713 $1.963.396 $+65.350 $1.898.046 $-120.973 $2.019.019 $+2.019.019 $
HP INCHPQ1.598.054 $-373.245 $1.971.299 $+195.640 $1.775.659 $-220.355 $1.996.014 $+1.996.014 $
Mastercard IncMA1.771.439 $-114.738 $1.886.177 $-45.209 $1.931.386 $-28.694 $1.960.080 $+1.960.080 $
ADVANCED MICRO DEVICES INCAMD1.946.286 $+541.461 $1.404.825 $+205.627 $1.199.198 $+519.572 $679.626 $+679.626 $
KROGER COKR1.612.733 $-125.301 $1.738.034 $-115.755 $1.853.789 $+81.125 $1.772.664 $+1.772.664 $
INTEL CORPINTC916.229 $-754.434 $1.670.663 $+586.123 $1.084.540 $+1.084.540 $
DELTA AIR LINES, INC.DAL1.665.530 $+313.229 $1.352.301 $+153.437 $1.198.864 $+114.794 $1.084.070 $+1.084.070 $
INTUITIVE SURGICAL INCISRG1.553.528 $+286.076 $1.267.452 $-141.610 $1.409.062 $+268.455 $1.140.607 $+1.140.607 $
LOCKHEED MARTIN CORPLMT1.454.390 $+220.842 $1.233.548 $+94.223 $1.139.325 $+20.765 $1.118.560 $+1.118.560 $
Eaton Corp plcETN1.071.468 $-260.866 $1.332.334 $+203.530 $1.128.804 $+715.622 $413.182 $+413.182 $
EMERSON ELECTRIC COEMR897.983 $+8.056 $889.927 $+31.682 $858.245 $-419.281 $1.277.526 $+1.277.526 $
CUMMINS INCCMI409.892 $+71.996 $337.896 $+68.689 $269.207 $-1.003.361 $1.272.568 $+1.272.568 $
Trane Technologies plcTT1.021.263 $-110.435 $1.131.698 $-33.562 $1.165.260 $+282.529 $882.731 $+882.731 $
ASML HOLDING NVASML1.098.747 $+104.519 $994.228 $+171.201 $823.027 $+142.506 $680.521 $+680.521 $
Zoetis Inc.ZTS224.840 $-555.044 $779.884 $-171.101 $950.985 $-29.179 $980.164 $+980.164 $
SPS COMMERCE INCSPSC921.025 $+94.911 $826.114 $+127.443 $698.671 $+32.780 $665.891 $+665.891 $
ALLSTATE CORPALL830.937 $+830.937 $
EQUINIX INCEQIX683.416 $-17.575 $700.991 $-27.661 $728.652 $-34.525 $763.177 $+763.177 $
Vertiv Holdings CoVRT672.666 $+46.296 $626.370 $+93.211 $533.159 $+269.918 $263.241 $+263.241 $
PAYCHEX INCPAYX474.298 $-62.022 $536.320 $-80.719 $617.039 $-37.419 $654.458 $+654.458 $
GSK plcGSK646.102 $+77.470 $568.632 $+568.632 $
BOSTON SCIENTIFIC CORPBSX632.269 $+418.948 $213.321 $-6.332 $219.653 $+13.353 $206.300 $+206.300 $
CONSOLIDATED EDISON INCED468.095 $-5.656 $473.751 $+801 $472.950 $-123.130 $596.080 $+596.080 $
ANALOG DEVICES INCADI572.775 $+48.695 $524.080 $+26.142 $497.938 $+99.438 $398.500 $+398.500 $
Constellation Energy CorpCEG547.922 $+39.179 $508.743 $+9.756 $498.987 $+187.266 $311.721 $+311.721 $
LINDE PLCLIN334.290 $-208.635 $542.925 $+16.505 $526.420 $+3.972 $522.448 $+522.448 $
ALLIANT ENERGY CORPLNT507.800 $+75.260 $432.540 $-41.921 $474.461 $+474.461 $
ROPER TECHNOLOGIES INCROP378.361 $-45.526 $423.887 $-57.927 $481.814 $-19.329 $501.143 $+501.143 $
GENERAL ELECTRIC COGE497.470 $+29.995 $467.475 $+89.111 $378.364 $+378.364 $
Veralto CorpVLTO348.332 $-42.076 $390.408 $-53.571 $443.979 $-40.737 $484.716 $+484.716 $
YUM BRANDS INCYUM355.508 $-1.692 $357.200 $-65.113 $422.313 $-26.163 $448.476 $+448.476 $
ARES CAPITAL CORPARCC408.343 $-3.634 $411.977 $-31.286 $443.263 $-4.036 $447.299 $+447.299 $
KLA CORPKLAC439.859 $+49.406 $390.453 $+66.195 $324.258 $+78.170 $246.088 $+246.088 $
XCEL ENERGY INCXEL383.851 $-34.809 $418.660 $+65.152 $353.508 $-85.182 $438.690 $+438.690 $
NORTHERN TRUST CORPNTRS410.726 $+1.003 $409.723 $+23.775 $385.948 $+125.117 $260.831 $+260.831 $
Kraft Heinz CoKHC340.238 $-712 $340.950 $-65.719 $406.669 $+406.669 $
Bank of New York Mellon CorpBK396.333 $+25.214 $371.119 $+60.800 $310.319 $+24.658 $285.661 $+285.661 $
Avery Dennison CorpAVY344.298 $+31.956 $312.342 $-51.058 $363.400 $-5.175 $368.575 $+368.575 $
3M COMMM343.894 $+10.878 $333.016 $+6.309 $326.707 $+11.546 $315.161 $+315.161 $
DOVER CorpDOV339.590 $+339.590 $
PRICE T ROWE GROUP INCTROW331.199 $-841 $332.040 $+19.861 $312.179 $+14.979 $297.200 $+297.200 $
GENERAL DYNAMICS CORPGD277.743 $+36.997 $240.746 $+34.836 $205.910 $+205.910 $
TransUnionTRU265.825 $+6.107 $259.718 $-13.082 $272.800 $+15.531 $257.269 $+257.269 $
Duke Energy CORPDUK202.892 $-9.092 $211.984 $-43.787 $255.771 $+255.771 $
Paramount Skydance CorpPSKY179.117 $-73.768 $252.885 $+252.885 $
CDW CorpCDW225.381 $-27.324 $252.705 $+16.001 $236.704 $+236.704 $
Edwards Lifesciences CorpEW238.359 $+22.547 $215.812 $-1.221 $217.033 $+15.901 $201.132 $+201.132 $
VAIL RESORTS INCMTN232.349 $+232.349 $
CSX CORPCSX229.176 $+5.463 $223.713 $+18.147 $205.566 $+205.566 $
ATMOS ENERGY CORPATO228.647 $+228.647 $
EXELON CORPEXC203.895 $-4.847 $208.742 $+208.742 $
SAN JUAN BASIN ROYALTY TRUSTSJT182.414 $+1.812 $180.602 $+13.590 $167.012 $+167.012 $
908.306.835 $+32.886.496 $876.880.067 $+67.186.807 $811.689.460 $+35.153.819 $777.572.093 $+777.572.093 $
Erweiterte Einstellungen ×