Investments: Measured Wealth Private Client Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
344.351.672 $+2.786.602 $341.833.519 $+34.373.075 $307.460.444 $+307.460.444 $
BANK OF AMERICA CORP /DE/BAC240.124.418 $-6.287.225 $246.411.643 $+24.947.723 $221.463.920 $+221.463.920 $
SPS COMMERCE INCSPSC25.816.296 $+2.501.136 $23.315.160 $+3.707.375 $19.607.785 $+19.607.785 $
UNITED PARCEL SERVICE INCUPS16.763.705 $+2.646.634 $14.117.071 $-2.947.744 $17.064.815 $+17.064.815 $
NVIDIA CORPNVDA6.168.902 $-199.674 $6.368.576 $+991.826 $5.376.750 $+5.376.750 $
APPFOLIO INCAPPF5.845.766 $+1.327.364 $4.518.402 $+478.223 $4.040.179 $+4.040.179 $
MICROSOFT CORPMSFT2.862.954 $-231.715 $3.094.669 $-189.153 $3.283.822 $+3.283.822 $
CITIGROUP INCC2.282.390 $-257.114 $2.539.504 $+47.219 $2.492.285 $+2.492.285 $
BlackRock, Inc.BLK2.403.743 $+431.140 $1.972.603 $+314.936 $1.657.667 $+1.657.667 $
JPMORGAN CHASE & COJPM2.056.744 $-95.119 $2.151.863 $-31.159 $2.183.022 $+2.183.022 $
MGIC INVESTMENT CORPMTG1.723.498 $+17.304 $1.706.194 $-16.796 $1.722.990 $+1.722.990 $
MANULIFE FINANCIAL CORPMFC558.893 $-148.586 $707.479 $-980.712 $1.688.191 $+1.688.191 $
AppLovin CorpAPP1.070.700 $-492.843 $1.563.543 $+686.243 $877.300 $+877.300 $
EXELON CORPEXC1.218.820 $+141.461 $1.077.359 $+136.491 $940.868 $+940.868 $
Synchrony FinancialSYF1.124.246 $+112.980 $1.011.266 $-41.624 $1.052.890 $+1.052.890 $
BERKSHIRE HATHAWAY INCBRK-B1.115.301 $-3.486 $1.118.787 $+41.593 $1.077.194 $+1.077.194 $
IAMGOLD CORPIAG1.081.958 $+100.739 $981.219 $+324.915 $656.304 $+656.304 $
BARRICK MINING CORPB1.079.169 $+127.332 $951.837 $+255.741 $696.096 $+696.096 $
EVERSOURCE ENERGYES1.037.555 $+948.843 $88.712 $+88.712 $
NATIONAL FUEL GAS CONFG1.037.097 $+43.196 $993.901 $+118.169 $875.732 $+875.732 $
CVS HEALTH CorpCVS1.027.474 $+309.535 $717.939 $+717.939 $
Unum GroupUNM160.147 $-254.826 $414.973 $-556.812 $971.785 $+971.785 $
GAP INCGAP24.467 $-73.521 $97.988 $-871.510 $969.498 $+969.498 $
Ingredion IncINGR181.594 $-675.493 $857.087 $-99.917 $957.004 $+957.004 $
LINCOLN NATIONAL CORPLNC922.172 $+582.190 $339.982 $+50.276 $289.706 $+289.706 $
Allison Transmission Holdings IncALSN63.694 $-58.474 $122.168 $-765.324 $887.492 $+887.492 $
KROGER COKR845.441 $-19.712 $865.153 $+392.452 $472.701 $+472.701 $
VERIZON COMMUNICATIONS INCVZ410.110 $-411.096 $821.206 $+49.832 $771.374 $+771.374 $
ARES CAPITAL CORPARCC199.791 $-530.559 $730.350 $-73.210 $803.560 $+803.560 $
POOL CORPPOOL787.963 $+73.532 $714.431 $+209.118 $505.313 $+505.313 $
EXXON MOBIL CORPXOM697.280 $+49.794 $647.486 $-24.288 $671.774 $+671.774 $
JOHNSON & JOHNSONJNJ694.938 $+69.887 $625.051 $+87.218 $537.833 $+537.833 $
Jazz Pharmaceuticals plcJAZZ670.310 $+57.704 $612.606 $+97.393 $515.213 $+515.213 $
AZZ INCAZZ649.832 $+114.986 $534.846 $+534.846 $
EAST WEST BANCORP INCEWBC633.880 $+467.392 $166.488 $+166.488 $
TYLER TECHNOLOGIES INCTYL483.003 $-73.639 $556.642 $-74.140 $630.782 $+630.782 $
JABIL INCJBL630.258 $+17.182 $613.076 $+10.248 $602.828 $+602.828 $
TTM TECHNOLOGIES INCTTMI626.589 $+42.583 $584.006 $+230.831 $353.175 $+353.175 $
Medtronic plcMDT614.784 $+5.248 $609.536 $+51.648 $557.888 $+557.888 $
AT&T INC.T269.369 $-265.552 $534.921 $-15.624 $550.545 $+550.545 $
AbbVie Inc.ABBV500.801 $-41.610 $542.411 $+65.967 $476.444 $+476.444 $
Alcoa CorpAA513.386 $+513.386 $
AMAZON COM INCAMZN503.594 $+193.614 $309.980 $-160.559 $470.539 $+470.539 $
RTX CorpRTX443.298 $-39.449 $482.747 $-13.137 $495.884 $+495.884 $
UNITEDHEALTH GROUP INCUNH439.376 $-33.685 $473.061 $-17.668 $490.729 $+490.729 $
MCKESSON CORPMCK470.026 $-16.674 $486.700 $+13.324 $473.376 $+473.376 $
CREDICORP LTDBAP485.030 $+82.947 $402.083 $+82.673 $319.410 $+319.410 $
DOVER CorpDOV476.971 $+69.405 $407.566 $-40.065 $447.631 $+447.631 $
ANALOG DEVICES INCADI456.701 $+42.942 $413.759 $+39.592 $374.167 $+374.167 $
LINDE PLCLIN398.248 $-19.752 $418.000 $-7.077 $425.077 $+425.077 $
MORGAN STANLEYMS409.603 $-12.773 $422.376 $+10.924 $411.452 $+411.452 $
ALPHA PRO TECH LTDAPT421.070 $+93.898 $327.172 $+53.691 $273.481 $+273.481 $
Elanco Animal Health IncELAN394.826 $+394.826 $
Accenture plcACN311.462 $+23.464 $287.998 $-91.854 $379.852 $+379.852 $
INCYTE CORPINCY375.030 $+375.030 $
PEPSICO INCPEP364.397 $+236 $364.161 $+20.725 $343.436 $+343.436 $
GRIFFON CORPGFF22.623 $-316.022 $338.645 $-6.415 $345.060 $+345.060 $
Vertiv Holdings CoVRT341.031 $+310.859 $30.172 $+30.172 $
NEXTERA ENERGY INCNEE338.782 $+15.081 $323.701 $+26.028 $297.673 $+297.673 $
AFLAC INCAFL315.703 $-22.190 $337.893 $+19.931 $317.962 $+317.962 $
CELESTICA INCCLS330.788 $+42.277 $288.511 $+288.511 $
CATERPILLAR INCCAT251.566 $+19.157 $232.409 $-98.346 $330.755 $+330.755 $
CARDINAL HEALTH INCCAH315.687 $+74.753 $240.934 $+30.262 $210.672 $+210.672 $
JANUS HENDERSON GROUP PLCJHG157.932 $-127.110 $285.042 $-20.279 $305.321 $+305.321 $
Phillips 66PSX208.664 $-96.146 $304.810 $+37.484 $267.326 $+267.326 $
Constellation Energy CorpCEG298.866 $+20.473 $278.393 $+5.338 $273.055 $+273.055 $
AMGEN INCAMGN296.216 $+40.825 $255.391 $+2.706 $252.685 $+252.685 $
GENERAL DYNAMICS CORPGD250.812 $-3.233 $254.045 $-32.948 $286.993 $+286.993 $
MCDONALDS CORPMCD221.431 $+3.138 $218.293 $-63.738 $282.031 $+282.031 $
SiriusPoint LtdSPNT278.419 $+278.419 $
PROCTER & GAMBLE CoPG217.258 $-17.058 $234.316 $-43.857 $278.173 $+278.173 $
RADIAN GROUP INCRDN266.144 $+232.262 $33.882 $+33.882 $
ELI LILLY & CoLLY127.887 $+35.564 $92.323 $-170.379 $262.702 $+262.702 $
PAYCHEX INCPAYX187.789 $-24.407 $212.196 $-31.304 $243.500 $+243.500 $
NORTHERN TRUST CORPNTRS233.842 $+48.094 $185.748 $+185.748 $
HF Sinclair CorpDINO228.142 $+228.142 $
COCA COLA COKO171.347 $+11.098 $160.249 $-62.772 $223.021 $+223.021 $
Archer-Daniels-Midland CoADM216.450 $+216.450 $
FREEPORT-MCMORAN INCFCX204.633 $+46.616 $158.017 $+158.017 $
CUMMINS INCCMI201.628 $+34.792 $166.836 $+166.836 $
SOUTHERN COSO177.016 $-17.642 $194.658 $+194.658 $
GENERAL ELECTRIC COGE193.135 $+181.102 $12.033 $+12.033 $
Taylor Morrison Home CorpTMHC168.250 $-23.773 $192.023 $+192.023 $
NUCOR CORPNUE191.002 $+32.143 $158.859 $+158.859 $
VISTEON CORPVC185.065 $+5.874 $179.191 $+179.191 $
Bank of New York Mellon CorpBK179.591 $+897 $178.694 $+178.694 $
YUM BRANDS INCYUM141.901 $-675 $142.576 $+142.576 $
STIFEL FINANCIAL CORPSF79.786 $-61.267 $141.053 $+141.053 $
ORACLE CORPORCL83.421 $-40.606 $124.027 $+124.027 $
TORONTO DOMINION BANKTD123.909 $+18.744 $105.165 $+105.165 $
BECTON DICKINSON & COBDX109.455 $-14.264 $123.719 $+123.719 $
iShares Bitcoin Trust ETFIBIT85.845 $-22.120 $107.965 $+107.965 $
Duke Energy CORPDUK101.387 $-5.657 $107.044 $+107.044 $
ADVANCED MICRO DEVICES INCAMD105.164 $+105.164 $
CHEVRON CORPCVX95.582 $-4.912 $100.494 $+100.494 $
Viatris IncVTRS6.636 $-18.916 $25.552 $-70.204 $95.756 $+95.756 $
NICOLET BANKSHARES INCNIC41.229 $-54.310 $95.539 $+95.539 $
ALLSTATE CORPALL92.210 $-2.880 $95.090 $+95.090 $
INTUITIVE SURGICAL INCISRG88.352 $+18.584 $69.768 $+69.768 $
LOCKHEED MARTIN CORPLMT82.708 $-2.657 $85.365 $+85.365 $
TE Connectivity plcTEL80.994 $+2.841 $78.153 $+78.153 $
FACTSET RESEARCH SYSTEMS INCFDS80.092 $+1.021 $79.071 $+79.071 $
BERKLEY W R CORPWRB69.419 $-6.435 $75.854 $+75.854 $
RELX PLCRELX61.762 $-10.499 $72.261 $+72.261 $
PLUG POWER INCPLUG72.063 $+72.063 $
ASML HOLDING NVASML70.611 $+7.685 $62.926 $+62.926 $
Mastercard IncMA67.364 $-2.600 $69.964 $+69.964 $
EMERSON ELECTRIC COEMR69.773 $+1.065 $68.708 $+68.708 $
MANHATTAN ASSOCIATES INCMANH53.726 $-13.917 $67.643 $+67.643 $
PFIZER INCPFE56.847 $-10.165 $67.012 $+67.012 $
Walmart Inc.WMT66.212 $+4.962 $61.250 $+61.250 $
RBC Bearings INCRBC65.022 $+10.381 $54.641 $+54.641 $
CINTAS CORPCTAS56.421 $-5.157 $61.578 $+61.578 $
FLOWSERVE CORPFLS61.054 $+25.503 $35.551 $+35.551 $
COMMVAULT SYSTEMS INCCVLT38.611 $-19.533 $58.144 $+58.144 $
CONSOLIDATED EDISON INCED57.109 $-690 $57.799 $+57.799 $
FRANKLIN RESOURCES INCBEN55.905 $+55.905 $
IMPERIAL OIL LTDIMO51.786 $-2.658 $54.444 $+54.444 $
Parker-Hannifin CorpPH53.617 $+7.370 $46.247 $+46.247 $
TEGNA INCTGNA16.712 $-34.052 $50.764 $+50.764 $
INSULET CORPPODD44.910 $-3.869 $48.779 $+48.779 $
Element Solutions IncESI45.032 $-3.672 $48.704 $+48.704 $
STEEL DYNAMICS INCSTLD47.474 $+1.602 $45.872 $+45.872 $
Ameris BancorpABCB45.899 $+593 $45.306 $+45.306 $
AGILYSYS INCAGYS45.753 $+3.127 $42.626 $+42.626 $
REINSURANCE GROUP OF AMERICA INCRGA11.254 $-33.158 $44.412 $+44.412 $
DELTA AIR LINES, INC.DAL43.028 $+7.843 $35.185 $+35.185 $
Owens CorningOC5.516 $-36.922 $42.438 $+42.438 $
SYNOPSYS INCSNPS39.926 $-2.012 $41.938 $+41.938 $
XCEL ENERGY INCXEL38.333 $-3.524 $41.857 $+41.857 $
STARBUCKS CORPSBUX33.852 $-7.010 $40.862 $+40.862 $
Avery Dennison CorpAVY40.741 $+4.415 $36.326 $+36.326 $
Hyatt Hotels CorpH39.920 $+5.715 $34.205 $+34.205 $
NORDSON CORPNDSN39.911 $+39.911 $
LAM RESEARCH CORPLRCX37.146 $-2.756 $39.902 $+39.902 $
STATE STREET CORPSTT39.348 $+4.197 $35.151 $+35.151 $
COLGATE PALMOLIVE COCL38.720 $-451 $39.171 $+39.171 $
Aon plcAON36.347 $-381 $36.728 $+36.728 $
TransUnionTRU30.699 $-5.745 $36.444 $+36.444 $
FASTENAL COFAST29.455 $-6.540 $35.995 $+35.995 $
MATERION CorpMTRN35.804 $+1.011 $34.793 $+34.793 $
NOVARTIS AGNVS35.708 $+2.494 $33.214 $+33.214 $
REPLIGEN CORPRGEN35.230 $+6.491 $28.739 $+28.739 $
HERSHEY COHSY34.212 $-953 $35.165 $+35.165 $
METLIFE INCMET33.471 $-1.536 $35.007 $+35.007 $
LATTICE SEMICONDUCTOR CORPLSCC34.877 $+4.083 $30.794 $+30.794 $
SYSCO CORPSYY30.851 $-3.621 $34.472 $+34.472 $
IDACORP INCIDA32.906 $-1.453 $34.359 $+34.359 $
BIO-TECHNE CorpTECH34.051 $+1.841 $32.210 $+32.210 $
SEACOAST BANKING CORP OF FLORIDASBCF33.996 $+1.071 $32.925 $+32.925 $
HUBBELL INCHUBB33.752 $+1.048 $32.704 $+32.704 $
Grayscale Bitcoin Mini Trust ETFBTC18.281 $-15.287 $33.568 $+33.568 $
SILGAN HOLDINGS INCSLGN28.784 $-4.205 $32.989 $+32.989 $
Sony Group CorpSONY29.056 $-3.621 $32.677 $+32.677 $
BALCHEM CORPBCPC31.899 $+4.588 $27.311 $+27.311 $
UNILEVER PLCUL30.215 $-670 $30.885 $+30.885 $
AMERICAN EXPRESS COAXP30.706 $+3.137 $27.569 $+27.569 $
ISHARES GOLD TRUSTIAU22.890 $-7.746 $30.636 $+30.636 $
NATIONAL GRID PLCNGG30.321 $+1.834 $28.487 $+28.487 $
Shell plcSHEL30.127 $+800 $29.327 $+29.327 $
SanofiSNY29.561 $+769 $28.792 $+28.792 $
FIRST INDUSTRIAL REALTY TRUST INCFR29.150 $+2.952 $26.198 $+26.198 $
Churchill Downs IncCHDN29.128 $+4.293 $24.835 $+24.835 $
GOLDMAN SACHS GROUP INCGS28.127 $+8.218 $19.909 $+19.909 $
STERIS plcSTE27.887 $+27.887 $
3M COMMM27.537 $+846 $26.691 $+26.691 $
ALLIANT ENERGY CORPLNT26.459 $-977 $27.436 $+27.436 $
Solventum CorpSOLV26.704 $+2.103 $24.601 $+24.601 $
VICTORY CAPITAL MANAGEMENT INC26.027 $-335 $26.362 $+26.362 $
CARNIVAL CORPCCL25.959 $+1.385 $24.574 $+24.574 $
BOEING COBA8.685 $-16.135 $24.820 $+24.820 $
Gentherm IncTHRM24.804 $+1.575 $23.229 $+23.229 $
BP PLCBP24.311 $+189 $24.122 $+24.122 $
ALCON INCALC23.958 $+7.193 $16.765 $+16.765 $
Encompass Health CorpEHC22.502 $-1.251 $23.753 $+23.753 $
CLEAN HARBORS INCCLH23.222 $+23.222 $
WATSCO INCWSO22.576 $-469 $23.045 $+23.045 $
Otis Worldwide CorpOTIS21.925 $-1.024 $22.949 $+22.949 $
Simpson Manufacturing Co., Inc.SSD22.767 $+997 $21.770 $+21.770 $
Allegion plcALLE20.699 $-1.470 $22.169 $+22.169 $
Walt Disney CoDIS21.846 $-25 $21.871 $+21.871 $
ASTRAZENECA PLCAZN21.604 $+3.575 $18.029 $+18.029 $
Eaton Corp plcETN15.607 $-4.977 $20.584 $+20.584 $
Haleon plcHLN20.190 $+2.277 $17.913 $+17.913 $
NEUROCRINE BIOSCIENCES INCNBIX19.856 $+203 $19.653 $+19.653 $
PAR TECHNOLOGY CORPPAR18.974 $+530 $18.444 $+18.444 $
DIAGEO PLCDEO17.081 $-1.814 $18.895 $+18.895 $
CENTERPOINT ENERGY INCCNP18.403 $-221 $18.624 $+18.624 $
GARMIN LTDGRMN18.220 $+18.220 $
RIO TINTO PLCRIO18.167 $+3.183 $14.984 $+14.984 $
PPL CorpPPL16.810 $-1.027 $17.837 $+17.837 $
ALIGN TECHNOLOGY INCALGN1.718 $-15.938 $17.656 $+17.656 $
SUNCOR ENERGY INCSU17.300 $+994 $16.306 $+16.306 $
URBAN OUTFITTERS INCURBN13.396 $-3.390 $16.786 $+16.786 $
Zoetis Inc.ZTS14.218 $-2.316 $16.534 $+16.534 $
FIRSTENERGY CORPFE15.267 $-358 $15.625 $+15.625 $
HOLOGIC INCHOLX15.494 $+1.456 $14.038 $+14.038 $
BOSTON SCIENTIFIC CORPBSX15.065 $-361 $15.426 $+15.426 $
GARTNER INCIT14.128 $-593 $14.721 $+14.721 $
JONES LANG LASALLE INCJLL14.468 $+14.468 $
Allegiant Travel COALGT14.155 $+4.067 $10.088 $+10.088 $
WELLTOWER INC.WELL13.921 $+560 $13.361 $+13.361 $
Trane Technologies plcTT12.065 $-1.016 $13.081 $+13.081 $
FLUOR CORPFLR12.285 $-757 $13.042 $+13.042 $
KADANT INCKAI12.796 $+12.796 $
AVNET INCAVT5.607 $-6.458 $12.065 $+12.065 $
BROWN & BROWN, INC.BRO10.122 $-1.789 $11.911 $+11.911 $
INSIGHT ENTERPRISES INCNSIT11.681 $+11.681 $
GENUINE PARTS COGPC10.206 $-1.298 $11.504 $+11.504 $
American Bitcoin Corp.ABTC2.859 $-8.478 $11.337 $+11.337 $
GENTEX CORPGNTX10.754 $+10.754 $
COMCAST CORPCMCSA10.073 $-516 $10.589 $+10.589 $
TARGET CORPTGT10.557 $+869 $9.688 $+9.688 $
ICON PLCICLR10.500 $+10.500 $
FORD MOTOR COF10.496 $+928 $9.568 $+9.568 $
FAIR ISAAC CORPFICO10.144 $+1.165 $8.979 $+8.979 $
HALLIBURTON COHAL10.032 $+1.299 $8.733 $+8.733 $
CABOT CORPCBT9.582 $+9.582 $
TORO COTTC9.525 $+533 $8.992 $+8.992 $
TECK RESOURCES LTDTECK9.386 $+784 $8.602 $+8.602 $
DOLLAR GENERAL CORPDG8.630 $+1.912 $6.718 $+6.718 $
MOLSON COORS BEVERAGE COTAP8.029 $+246 $7.783 $+7.783 $
Rocket Lab CorpRKLB6.906 $+6.906 $
Palo Alto Networks IncPANW5.526 $-583 $6.109 $+6.109 $
PRICE T ROWE GROUP INCTROW5.324 $-13 $5.337 $+5.337 $
MPLX LPMPLX5.337 $+342 $4.995 $+4.995 $
TELUS CORPTU3.951 $-780 $4.731 $+4.731 $
INTEL CORPINTC4.406 $+400 $4.006 $+4.006 $
BRINKS COBCO4.090 $+4.090 $
KIRBY CORPKEX3.255 $+3.255 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR1.516 $-1.645 $3.161 $+3.161 $
PALATIN TECHNOLOGIES INCPTNT3.022 $+3.022 $
Organon & Co.OGN1.821 $-892 $2.713 $+2.713 $
Strategy IncMSTR2.431 $+2.431 $
NETFLIX INCNFLX1.875 $-523 $2.398 $+2.398 $
REALTY INCOME CORPO2.249 $+2.249 $
Kraft Heinz CoKHC1.940 $-143 $2.083 $+2.083 $
AUTOLIV INCALV1.899 $-77 $1.976 $+1.976 $
AMERICAN EAGLE OUTFITTERS INCAEO1.951 $+685 $1.266 $+1.266 $
PACCAR INCPCAR1.643 $+168 $1.475 $+1.475 $
CONOCOPHILLIPSCOP1.591 $-17 $1.608 $+1.608 $
AMERICOLD REALTY TRUSTCOLD1.569 $+76 $1.493 $+1.493 $
Otter Tail CorpOTTR1.535 $-22 $1.557 $+1.557 $
FISERV INCFISV1.031 $+1.031 $
BOISE CASCADE CoBCC957 $-48 $1.005 $+1.005 $
V F CORPVFC850 $+172 $678 $+678 $
Sylvamo CorpSLVM241 $+20 $221 $+221 $
Scilex Holding CoSCLX49 $-30 $79 $+79 $
AMBARELLA INCAMBA52 $-9 $61 $+61 $
JETBLUE AIRWAYS CORPJBLU18 $+18 $
Chemours CoCC12 $-4 $16 $+16 $
SYNAPTICS IncSYNA8 $+1 $7 $+7 $
CEVA INCCEVA4 $-2 $6 $+6 $
WIPRO LTDWIT2 $+0 $2 $+2 $
LAS VEGAS SANDS CORPLVS0 $+0 $0 $+0 $
344.351.672 $+2.786.602 $341.833.519 $+34.373.075 $307.460.444 $+307.460.444 $
Erweiterte Einstellungen ×