Investments: Legacy Trust

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. ($)
519.011.261 $+29.286.136 $492.285.414 $+96.870.293 $395.415.121 $-728.993 $396.573.589 $+396.573.589 $
BANK OF AMERICA CORP /DE/BAC250.763.745 $+9.537.258 $241.226.487 $+28.738.943 $212.487.544 $-3.992.419 $216.479.963 $+216.479.963 $
APPFOLIO INCAPPF33.778.061 $+2.518.664 $31.259.397 $+15.344.155 $15.915.242 $-2.984.245 $18.899.487 $+18.899.487 $
MICROSOFT CORPMSFT21.462.088 $-775.577 $22.237.665 $+3.607.671 $18.629.994 $+3.264.155 $15.365.839 $+15.365.839 $
ALPHA PRO TECH LTDAPT21.175.134 $+5.122.693 $16.052.441 $+5.457.418 $10.595.023 $+587.853 $10.007.170 $+10.007.170 $
NVIDIA CORPNVDA16.295.065 $-397.501 $16.692.566 $+12.446.585 $4.245.981 $+1.168.097 $3.077.884 $+3.077.884 $
GOLDMAN SACHS GROUP INCGS13.594.614 $+1.317.286 $12.277.328 $+1.064.445 $11.212.883 $+2.054.331 $9.158.552 $+9.158.552 $
Palo Alto Networks IncPANW12.254.273 $-1.113.584 $13.367.857 $-128.560 $13.496.417 $+1.814.403 $11.682.014 $+11.682.014 $
JPMORGAN CHASE & COJPM12.828.867 $+482.937 $12.345.930 $+1.851.768 $10.494.162 $+1.205.632 $9.288.530 $+9.288.530 $
AMERICAN EXPRESS COAXP11.585.724 $+1.392.066 $10.193.658 $+1.002.568 $9.191.090 $+800.497 $8.390.593 $+8.390.593 $
AMAZON COM INCAMZN11.294.715 $+768.968 $10.525.747 $+2.756.050 $7.769.697 $+457.434 $7.312.263 $+7.312.263 $
RTX CorpRTX11.274.515 $+1.611.709 $9.662.806 $+2.008.584 $7.654.222 $+312.097 $7.342.125 $+7.342.125 $
CUMMINS INCCMI9.274.366 $+1.774.764 $7.499.602 $+1.593.467 $5.906.135 $-299.350 $6.205.485 $+6.205.485 $
JOHNSON & JOHNSONJNJ9.080.345 $+1.441.412 $7.638.933 $+1.596.754 $6.042.179 $-938.856 $6.981.035 $+6.981.035 $
STRYKER CORPSYK7.859.221 $+22.587 $7.836.634 $+418.176 $7.418.458 $+31.901 $7.386.557 $+7.386.557 $
INTUITIVE SURGICAL INCISRG6.720.428 $+1.670.754 $5.049.674 $-880.016 $5.929.690 $-13.055 $5.942.745 $+5.942.745 $
ORACLE CORPORCL3.674.054 $-1.864.687 $5.538.741 $+1.517.261 $4.021.480 $+1.259.254 $2.762.226 $+2.762.226 $
WYNN RESORTS LTDWYNN4.120.821 $-62.833 $4.183.654 $+1.033.907 $3.149.747 $-292.040 $3.441.787 $+3.441.787 $
ALBEMARLE CORPALB3.617.752 $+1.673.535 $1.944.217 $+311.538 $1.632.679 $-1.390.433 $3.023.112 $+3.023.112 $
INCYTE CORPINCY3.568.264 $+567.601 $3.000.663 $+541.163 $2.459.500 $-581.987 $3.041.487 $+3.041.487 $
Walt Disney CoDIS3.442.908 $+99.050 $3.343.858 $+51.517 $3.292.341 $-225.524 $3.517.865 $+3.517.865 $
KLA CORPKLAC2.692.617 $+302.439 $2.390.178 $+2.390.178 $
NICOLET BANKSHARES INCNIC2.674.737 $+49.612 $2.625.125 $+50.067 $2.575.058 $+323.422 $2.251.636 $+2.251.636 $
SBA COMMUNICATIONS CORPSBAC2.116.989 $-433.139 $2.550.128 $-106.273 $2.656.401 $+2.656.401 $
INTEL CORPINTC2.653.346 $+798.569 $1.854.777 $+509.725 $1.345.052 $-73.212 $1.418.264 $+1.418.264 $
ROPER TECHNOLOGIES INCROP1.910.498 $-239.853 $2.150.351 $-296.130 $2.446.481 $-104.042 $2.550.523 $+2.550.523 $
ELI LILLY & CoLLY2.486.810 $+774.638 $1.712.172 $+913.933 $798.239 $-157.339 $955.578 $+955.578 $
BERKSHIRE HATHAWAY INCBRK-B2.467.006 $+59.887 $2.407.119 $+507.758 $1.899.361 $-217.645 $2.117.006 $+2.117.006 $
ALIGN TECHNOLOGY INCALGN1.291.204 $+225.707 $1.065.497 $-426.991 $1.492.488 $-881.516 $2.374.004 $+2.374.004 $
Zoetis Inc.ZTS1.685.988 $-275.578 $1.961.566 $-153.116 $2.114.682 $-115.832 $2.230.514 $+2.230.514 $
GENTEX CORPGNTX1.444.136 $-252.732 $1.696.868 $+366.583 $1.330.285 $-79.249 $1.409.534 $+1.409.534 $
AbbVie Inc.ABBV1.682.372 $+51.867 $1.630.505 $+1.174.065 $456.440 $-69.665 $526.105 $+526.105 $
EXXON MOBIL CORPXOM1.630.487 $+184.581 $1.445.906 $+491.660 $954.246 $-99.593 $1.053.839 $+1.053.839 $
STARBUCKS CORPSBUX1.583.232 $+82.343 $1.500.889 $+234.471 $1.266.418 $-89.284 $1.355.702 $+1.355.702 $
PEPSICO INCPEP1.564.655 $+23.747 $1.540.908 $+258.932 $1.281.976 $-180.389 $1.462.365 $+1.462.365 $
MCDONALDS CORPMCD1.536.708 $+145.500 $1.391.208 $+923.736 $467.472 $-27.634 $495.106 $+495.106 $
FISERV INCFISV420.954 $-460.025 $880.979 $-304.512 $1.185.491 $-337.353 $1.522.844 $+1.522.844 $
NEXTERA ENERGY INCNEE1.341.077 $+67.938 $1.273.139 $+275.435 $997.704 $-14.889 $1.012.593 $+1.012.593 $
Edwards Lifesciences CorpEW1.255.221 $+108.580 $1.146.641 $-25.258 $1.171.899 $+84.264 $1.087.635 $+1.087.635 $
CHEVRON CORPCVX1.163.041 $+84.241 $1.078.800 $+649.803 $428.997 $-114.696 $543.693 $+543.693 $
BlackRock, Inc.BLK336.654 $+23.948 $312.706 $+20.242 $292.464 $-729.126 $1.021.590 $+1.021.590 $
AMGEN INCAMGN979.966 $+126.593 $853.373 $+77.448 $775.925 $-89.872 $865.797 $+865.797 $
CATERPILLAR INCCAT977.316 $+83.614 $893.702 $+893.702 $
Accenture plcACN921.879 $+65.191 $856.688 $+370.693 $485.995 $-119.051 $605.046 $+605.046 $
PROCTER & GAMBLE CoPG903.856 $-4.062 $907.918 $+118.806 $789.112 $-31.801 $820.913 $+820.913 $
COCA COLA COKO887.647 $+94.659 $792.988 $+530.647 $262.341 $-12.107 $274.448 $+274.448 $
FEDEX CORPFDX876.690 $+161.007 $715.683 $+196.280 $519.403 $-97.604 $617.007 $+617.007 $
FIFTH THIRD BANCORPFITB854.610 $+37.474 $817.136 $+132.774 $684.362 $+30.976 $653.386 $+653.386 $
PALATIN TECHNOLOGIES INCPTNT759.881 $-71.225 $831.106 $+415.739 $415.367 $+160.901 $254.466 $+254.466 $
Mastercard IncMA642.240 $+2.329 $639.911 $-93.421 $733.332 $-3.889 $737.221 $+737.221 $
COLGATE PALMOLIVE COCL558.197 $-34.398 $592.595 $-35.797 $628.392 $-19.356 $647.748 $+647.748 $
SPS COMMERCE INCSPSC579.009 $-763 $579.772 $+82.594 $497.178 $+27.222 $469.956 $+469.956 $
PFIZER INCPFE538.214 $-20.435 $558.649 $+280.834 $277.815 $-12.962 $290.777 $+290.777 $
MICRON TECHNOLOGY INCMU512.882 $+212.208 $300.674 $+300.674 $
ADVANCED MICRO DEVICES INCAMD497.922 $+96.683 $401.239 $+401.239 $
3M COMMM491.827 $+53.909 $437.918 $+437.918 $
AT&T INC.T482.219 $-8.084 $490.303 $+490.303 $
DEERE & CODE482.796 $+54.343 $428.453 $+218.955 $209.498 $+209.498 $
GENERAL DYNAMICS CORPGD437.995 $-43.156 $481.151 $+206.116 $275.035 $+24.807 $250.228 $+250.228 $
BOEING COBA480.269 $+22.709 $457.560 $+457.560 $
EMERSON ELECTRIC COEMR448.726 $+92.572 $356.154 $+356.154 $
UNITEDHEALTH GROUP INCUNH429.475 $+429.475 $
SOUTHERN COSO422.135 $-6.320 $428.455 $+428.455 $
FASTENAL COFAST343.392 $-80.412 $423.804 $+57.690 $366.114 $+25.204 $340.910 $+340.910 $
MORGAN STANLEYMS402.560 $+12.544 $390.016 $+18.688 $371.328 $-3.968 $375.296 $+375.296 $
ROLLINS INCROL390.130 $+8.320 $381.810 $+381.810 $
Archer-Daniels-Midland CoADM368.913 $-14.439 $383.352 $+58.649 $324.703 $+30.690 $294.013 $+294.013 $
LINDE PLCLIN340.686 $-38.839 $379.525 $+4.650 $374.875 $+2.829 $372.046 $+372.046 $
NUCOR CORPNUE376.947 $+118.140 $258.807 $+258.807 $
Walmart Inc.WMT342.029 $-25.895 $367.924 $+367.924 $
GENERAL ELECTRIC COGE358.547 $+24.035 $334.512 $+334.512 $
Duke Energy CORPDUK343.191 $-5.784 $348.975 $+348.975 $
VERIZON COMMUNICATIONS INCVZ316.961 $-12.312 $329.273 $+329.273 $
Constellation Energy CorpCEG325.362 $+325.362 $
CONOCOPHILLIPSCOP323.329 $+39.181 $284.148 $+284.148 $
Medtronic plcMDT311.330 $+7.895 $303.435 $+303.435 $
TORO COTTC284.100 $+7.951 $276.149 $+20.005 $256.144 $-11.067 $267.211 $+267.211 $
WATSCO INCWSO224.791 $-20.750 $245.541 $-37.074 $282.615 $+282.615 $
COPART INCCPRT218.509 $-21.345 $239.854 $-38.795 $278.649 $+278.649 $
Booking Holdings Inc.BKNG246.345 $-2.021 $248.366 $+248.366 $
Otis Worldwide CorpOTIS237.155 $+237.155 $
TARGET CORPTGT210.651 $+210.651 $
FORD MOTOR COF191.172 $+19.295 $171.877 $+171.877 $
UFP INDUSTRIES INCUFPI76.482 $-2.050 $78.532 $-4.930 $83.462 $-11.268 $94.730 $+94.730 $
519.011.261 $+29.286.136 $492.285.414 $+96.870.293 $395.415.121 $-728.993 $396.573.589 $+396.573.589 $
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