Investments: Chesapeake Wealth Management

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. ($)
320.564.176 $+7.853.694 $313.139.431 $+26.253.018 $286.673.415 $+19.367.316 $268.097.017 $+268.097.017 $
BANK OF AMERICA CORP /DE/BAC207.356.272 $+5.742.398 $201.613.874 $+16.767.937 $184.845.937 $+11.804.945 $173.040.992 $+173.040.992 $
MICROSOFT CORPMSFT13.745.447 $-946.204 $14.691.651 $+494.227 $14.197.424 $+3.345.013 $10.852.411 $+10.852.411 $
APPFOLIO INCAPPF12.471.576 $+541.143 $11.930.433 $+2.239.844 $9.690.589 $-864.806 $10.555.395 $+10.555.395 $
NVIDIA CORPNVDA10.298.902 $-304.252 $10.603.154 $+1.331.670 $9.271.484 $+2.838.373 $6.433.111 $+6.433.111 $
ALPHA PRO TECH LTDAPT8.209.933 $+1.742.635 $6.467.298 $+1.671.405 $4.795.893 $+468.975 $4.326.918 $+4.326.918 $
AMAZON COM INCAMZN4.787.899 $+244.118 $4.543.781 $-54.414 $4.598.195 $+624.045 $3.974.150 $+3.974.150 $
ORACLE CORPORCL2.746.281 $-1.389.634 $4.135.915 $+909.812 $3.226.103 $+1.153.281 $2.072.822 $+2.072.822 $
ELI LILLY & CoLLY3.549.667 $+1.138.587 $2.411.080 $-1.565 $2.412.645 $-180.712 $2.593.357 $+2.593.357 $
AbbVie Inc.ABBV3.435.346 $+27.541 $3.407.805 $+732.465 $2.675.340 $-201.997 $2.877.337 $+2.877.337 $
BERKSHIRE HATHAWAY INCBRK-B3.206.403 $-26.214 $3.232.617 $+97.458 $3.135.159 $-288.264 $3.423.423 $+3.423.423 $
MCDONALDS CORPMCD3.226.535 $+9.253 $3.217.282 $+174.917 $3.042.365 $-330.293 $3.372.658 $+3.372.658 $
JPMORGAN CHASE & COJPM3.159.366 $+63.106 $3.096.260 $+261.811 $2.834.449 $+371.883 $2.462.566 $+2.462.566 $
Walmart Inc.WMT2.794.385 $+231.078 $2.563.307 $+85.856 $2.477.451 $+336.956 $2.140.495 $+2.140.495 $
MORGAN STANLEYMS2.646.219 $+190.526 $2.455.693 $+474.358 $1.981.335 $+267.687 $1.713.648 $+1.713.648 $
PROCTER & GAMBLE CoPG2.176.019 $-97.847 $2.273.866 $-111.148 $2.385.014 $-196.842 $2.581.856 $+2.581.856 $
CHEVRON CORPCVX2.336.749 $-57.822 $2.394.571 $+274.787 $2.119.784 $-375.011 $2.494.795 $+2.494.795 $
RTX CorpRTX2.367.510 $+168.628 $2.198.882 $+288.796 $1.910.086 $+293.943 $1.616.143 $+1.616.143 $
UNITEDHEALTH GROUP INCUNH1.268.281 $-79.079 $1.347.360 $+77.955 $1.269.405 $-1.041.379 $2.310.784 $+2.310.784 $
NEXTERA ENERGY INCNEE2.246.956 $+105.985 $2.140.971 $+172.568 $1.968.403 $-44.588 $2.012.991 $+2.012.991 $
Accenture plcACN1.739.925 $+137.272 $1.602.653 $-332.360 $1.935.013 $-163.456 $2.098.469 $+2.098.469 $
AMERICAN EXPRESS COAXP2.016.227 $+137.863 $1.878.364 $+66.239 $1.812.125 $+187.871 $1.624.254 $+1.624.254 $
EXXON MOBIL CORPXOM1.814.726 $+110.511 $1.704.215 $+34.535 $1.669.680 $-190.657 $1.860.337 $+1.860.337 $
CATERPILLAR INCCAT1.743.243 $+248.333 $1.494.910 $+301.941 $1.192.969 $+315.372 $877.597 $+877.597 $
JOHNSON & JOHNSONJNJ1.671.741 $+243.267 $1.428.474 $+261.617 $1.166.857 $-129.015 $1.295.872 $+1.295.872 $
COCA COLA COKO1.559.551 $+71.331 $1.488.220 $-119.927 $1.608.147 $-40.401 $1.648.548 $+1.648.548 $
Mastercard IncMA1.396.943 $-45.559 $1.442.502 $+6.746 $1.435.756 $+42.435 $1.393.321 $+1.393.321 $
INTUITIVE SURGICAL INCISRG1.376.821 $+276.189 $1.100.632 $-211.702 $1.312.334 $+217.293 $1.095.041 $+1.095.041 $
BlackRock, Inc.BLK1.331.317 $-20.979 $1.352.296 $+88.060 $1.264.236 $-30.293 $1.294.529 $+1.294.529 $
GENERAL DYNAMICS CORPGD1.122.760 $-39.027 $1.161.787 $+166.644 $995.143 $+61.012 $934.131 $+934.131 $
AMGEN INCAMGN1.119.072 $+147.458 $971.614 $+15.600 $956.014 $-116.963 $1.072.977 $+1.072.977 $
SHERWIN WILLIAMS COSHW1.003.196 $-61.899 $1.065.095 $+23.342 $1.041.753 $+32.595 $1.009.158 $+1.009.158 $
SPS COMMERCE INCSPSC952.332 $+98.138 $854.194 $+121.689 $732.505 $+40.105 $692.400 $+692.400 $
FISERV INCFISV238.654 $-280.933 $519.587 $-179.535 $699.122 $-221.297 $920.419 $+920.419 $
VERIZON COMMUNICATIONS INCVZ583.457 $-166.900 $750.357 $+28.874 $721.483 $-70.003 $791.486 $+791.486 $
SOUTHERN COSO787.241 $+22.827 $764.414 $+48.049 $716.365 $+424.608 $291.757 $+291.757 $
LINDE PLCLIN698.000 $-84.325 $782.325 $+2.548 $779.777 $-3.429 $783.206 $+783.206 $
CONOCOPHILLIPSCOP670.247 $+2.726 $667.521 $+24.804 $642.717 $-104.920 $747.637 $+747.637 $
PEPSICO INCPEP696.358 $+33.110 $663.248 $+43.356 $619.892 $-125.420 $745.312 $+745.312 $
SYNOPSYS INCSNPS588.089 $-80.947 $669.036 $-67.172 $736.208 $+87.787 $648.421 $+648.421 $
AT&T INC.T594.918 $-97.724 $692.642 $-13.754 $706.396 $+16.110 $690.286 $+690.286 $
Public StoragePSA508.879 $-59.577 $568.456 $-4.299 $572.755 $+99.878 $472.877 $+472.877 $
AFLAC INCAFL503.161 $-33.333 $536.494 $+23.116 $513.378 $-34.565 $547.943 $+547.943 $
AUTOZONE INCAZO413.762 $-118.227 $531.989 $+56.824 $475.165 $-12.869 $488.034 $+488.034 $
STRYKER CORPSYK476.944 $-9.911 $486.855 $-32.211 $519.066 $+130.065 $389.001 $+389.001 $
3M COMMM464.290 $+14.268 $450.022 $+8.526 $441.496 $+15.602 $425.894 $+425.894 $
COLGATE PALMOLIVE COCL328.485 $-60.182 $388.667 $-53.288 $441.955 $-15.956 $457.911 $+457.911 $
Walt Disney CoDIS376.123 $-2.986 $379.109 $-32.852 $411.961 $+70.657 $341.304 $+341.304 $
SEMPRASRE359.583 $+359.583 $
CINTAS CORPCTAS260.853 $-52.579 $313.432 $-26.890 $340.322 $+23.395 $316.927 $+316.927 $
GENERAL ELECTRIC COGE298.788 $+10.303 $288.485 $+41.649 $246.836 $+246.836 $
ALLSTATE CORPALL271.219 $-19.202 $290.421 $+18.049 $272.372 $-7.793 $280.165 $+280.165 $
GOLDMAN SACHS GROUP INCGS276.006 $+15.600 $260.406 $+28.972 $231.434 $+231.434 $
Duke Energy CORPDUK222.997 $+16.733 $206.264 $-8.769 $215.033 $+215.033 $
INTEL CORPINTC221.400 $+221.400 $
ALLIANT ENERGY CORPLNT212.582 $-7.848 $220.430 $+7.432 $212.998 $+212.998 $
COMCAST CORPCMCSA218.337 $+218.337 $
BOEING COBA217.120 $+1.290 $215.830 $+6.300 $209.530 $+209.530 $
EMERSON ELECTRIC COEMR205.952 $-3.376 $209.328 $+209.328 $
320.564.176 $+7.853.694 $313.139.431 $+26.253.018 $286.673.415 $+19.367.316 $268.097.017 $+268.097.017 $
Erweiterte Einstellungen ×