Investments: Ellenbecker Investment Group

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. ($)
568.384.779 $+29.869.328 $538.594.484 $+47.093.426 $491.767.409 $+53.025.909 $438.951.267 $+438.951.267 $
BANK OF AMERICA CORP /DE/BAC514.252.228 $+25.731.614 $488.520.614 $+43.411.932 $445.108.682 $+50.362.019 $394.746.663 $+394.746.663 $
APPFOLIO INCAPPF10.514.666 $+1.109.092 $9.405.574 $+1.750.263 $7.655.311 $-493.365 $8.148.676 $+8.148.676 $
MICROSOFT CORPMSFT5.270.783 $-278.700 $5.549.483 $-273.472 $5.822.955 $+1.889.825 $3.933.130 $+3.933.130 $
FISERV INCFISV1.162.310 $-1.039.556 $2.201.866 $-864.273 $3.066.139 $-863.751 $3.929.890 $+3.929.890 $
NVIDIA CORPNVDA3.843.775 $+116.160 $3.727.615 $+374.814 $3.352.801 $+1.173.594 $2.179.207 $+2.179.207 $
BlackRock, Inc.BLK1.987.804 $-509.168 $2.496.972 $-393.892 $2.890.864 $-666.791 $3.557.655 $+3.557.655 $
CATERPILLAR INCCAT3.146.632 $+2.763.371 $383.261 $+75.984 $307.277 $+29.587 $277.690 $+277.690 $
ALPHA PRO TECH LTDAPT2.434.847 $+577.509 $1.857.338 $+525.747 $1.331.591 $+300.720 $1.030.871 $+1.030.871 $
BERKSHIRE HATHAWAY INCBRK-B2.326.084 $-93.693 $2.419.777 $+96.680 $2.323.097 $+158.589 $2.164.508 $+2.164.508 $
UNITEDHEALTH GROUP INCUNH1.222.540 $-60.967 $1.283.507 $+121.478 $1.162.029 $-1.079.767 $2.241.796 $+2.241.796 $
AMAZON COM INCAMZN2.046.219 $+118.834 $1.927.385 $+25.712 $1.901.673 $+284.463 $1.617.210 $+1.617.210 $
Walmart Inc.WMT1.612.746 $+130.149 $1.482.597 $+63.387 $1.419.210 $+175.442 $1.243.768 $+1.243.768 $
Ellenbecker Investment Group1.457.816 $+504.748 $953.068 $+83.527 $869.541 $+202.001 $667.540 $+667.540 $
AbbVie Inc.ABBV1.281.803 $+46.667 $1.235.136 $+253.123 $982.013 $-125.025 $1.107.038 $+1.107.038 $
Eaton Corp plcETN895.491 $-118.539 $1.014.030 $-51.406 $1.065.436 $+219.366 $846.070 $+846.070 $
EXXON MOBIL CORPXOM1.006.833 $-6.460 $1.013.293 $+46.064 $967.229 $-69.559 $1.036.788 $+1.036.788 $
PEPSICO INCPEP802.768 $-58.148 $860.916 $+20.908 $840.008 $-182.091 $1.022.099 $+1.022.099 $
SYSCO CORPSYY766.204 $-189.983 $956.187 $+76.643 $879.544 $+8.130 $871.414 $+871.414 $
JOHNSON & JOHNSONJNJ894.570 $+108.740 $785.830 $+131.730 $654.100 $-78.326 $732.426 $+732.426 $
ELI LILLY & CoLLY837.973 $+530.924 $307.049 $+65.425 $241.624 $+9.740 $231.884 $+231.884 $
MGIC INVESTMENT CORPMTG572.894 $+16.794 $556.100 $+10.517 $545.583 $-283.331 $828.914 $+828.914 $
BADGER METER INCBMI473.174 $-11.313 $484.487 $-182.703 $667.190 $+149.601 $517.589 $+517.589 $
FASTENAL COFAST533.643 $-118.392 $652.035 $+652.035 $
NETFLIX INCNFLX391.542 $-164.756 $556.298 $-87.823 $644.121 $+195.575 $448.546 $+448.546 $
ORACLE CORPORCL602.453 $+143.266 $459.187 $+102.528 $356.659 $+134.801 $221.858 $+221.858 $
ALLIANT ENERGY CORPLNT569.800 $-20.519 $590.319 $+61.257 $529.062 $-40.619 $569.681 $+569.681 $
CHEVRON CORPCVX538.447 $-8.831 $547.278 $+46.400 $500.878 $-87.761 $588.639 $+588.639 $
MCDONALDS CORPMCD437.239 $-75.667 $512.906 $+20.174 $492.732 $-92.960 $585.692 $+585.692 $
SPS COMMERCE INCSPSC523.526 $+64.615 $458.911 $+80.617 $378.294 $+54.137 $324.157 $+324.157 $
AT&T INC.T466.217 $-42.586 $508.803 $+68.491 $440.312 $+12 $440.300 $+440.300 $
COCA COLA COKO471.279 $+21.981 $449.298 $-36.240 $485.538 $+21.296 $464.242 $+464.242 $
RTX CorpRTX440.511 $+76.851 $363.660 $+46.333 $317.327 $+32.384 $284.943 $+284.943 $
PROCTER & GAMBLE CoPG344.648 $+13.541 $331.107 $-3.107 $334.214 $-21.791 $356.005 $+356.005 $
KLA CORPKLAC331.132 $+90.061 $241.071 $+39.306 $201.765 $+201.765 $
SEMPRASRE280.845 $-4.888 $285.733 $-30.521 $316.254 $+316.254 $
APi Group CorpAPG311.245 $+43.572 $267.673 $+2.621 $265.052 $+265.052 $
LINDE PLCLIN268.216 $-30.577 $298.793 $+3.661 $295.132 $+2.227 $292.905 $+292.905 $
PALATIN TECHNOLOGIES INCPTNT295.337 $+82.405 $212.932 $+212.932 $
AMERICAN EXPRESS COAXP281.174 $-12.875 $294.049 $+11.870 $282.179 $+44.348 $237.831 $+237.831 $
WEYERHAEUSER COWY227.424 $-10.560 $237.984 $-8.640 $246.624 $-34.464 $281.088 $+281.088 $
Constellation Energy CorpCEG272.824 $+63.492 $209.332 $+209.332 $
PFIZER INCPFE272.563 $+11.998 $260.565 $+9.161 $251.404 $-7.867 $259.271 $+259.271 $
ANALOG DEVICES INCADI260.665 $+21.904 $238.761 $+5.423 $233.338 $+29.268 $204.070 $+204.070 $
3M COMMM259.814 $+259.814 $
SHERWIN WILLIAMS COSHW235.708 $-16.161 $251.869 $+6.580 $245.289 $-4.157 $249.446 $+249.446 $
Mastercard IncMA237.465 $+23.418 $214.047 $+5.759 $208.288 $+208.288 $
XCEL ENERGY INCXEL214.257 $-19.436 $233.693 $+23.926 $209.767 $+209.767 $
iShares Bitcoin Trust ETFIBIT228.042 $+21.082 $206.960 $+206.960 $
DEERE & CODE214.258 $-2.046 $216.304 $+216.304 $
AMGEN INCAMGN210.637 $+210.637 $
MGE ENERGY INCMGEE208.249 $+1.519 $206.730 $+206.730 $
Walt Disney CoDIS200.610 $+200.610 $
568.384.779 $+29.869.328 $538.594.484 $+47.093.426 $491.767.409 $+53.025.909 $438.951.267 $+438.951.267 $
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