Investments: Detalus Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
340.411.476 $+18.343.708 $322.477.921 $+22.761.640 $299.978.597 $+18.016.601 $281.961.996 $+281.961.996 $
BANK OF AMERICA CORP /DE/BAC282.250.458 $+16.869.002 $265.381.456 $+18.521.249 $246.860.207 $+18.128.153 $228.732.054 $+228.732.054 $
BlackRock, Inc.BLK5.167.078 $+439.262 $4.727.816 $-437.111 $5.164.927 $-3.434.637 $8.599.564 $+8.599.564 $
EQUIFAX INCEFX6.071.751 $-1.106.728 $7.178.479 $-83.881 $7.262.360 $+320.900 $6.941.460 $+6.941.460 $
APPFOLIO INCAPPF6.382.369 $+503.889 $5.878.480 $+1.003.845 $4.874.635 $-437.907 $5.312.542 $+5.312.542 $
MICROSOFT CORPMSFT4.791.401 $-271.325 $5.062.726 $+189.679 $4.873.047 $+1.232.085 $3.640.962 $+3.640.962 $
ALPHA PRO TECH LTDAPT4.356.913 $+1.020.839 $3.336.074 $+902.224 $2.433.850 $+494.499 $1.939.351 $+1.939.351 $
AbbVie Inc.ABBV3.363.154 $-46.606 $3.409.760 $+680.930 $2.728.830 $-350.840 $3.079.670 $+3.079.670 $
Walmart Inc.WMT3.341.377 $+235.587 $3.105.790 $+150.266 $2.955.524 $+291.361 $2.664.163 $+2.664.163 $
AMAZON COM INCAMZN2.960.125 $+170.184 $2.789.941 $-4.514 $2.794.455 $+376.748 $2.417.707 $+2.417.707 $
NVIDIA CORPNVDA2.430.814 $-13.536 $2.444.350 $+371.238 $2.073.112 $+664.198 $1.408.914 $+1.408.914 $
PEPSICO INCPEP1.902.390 $+16.951 $1.885.439 $+280.492 $1.604.947 $+68.789 $1.536.158 $+1.536.158 $
PROCTER & GAMBLE CoPG1.100.947 $-88.748 $1.189.695 $-54.816 $1.244.511 $-104.885 $1.349.396 $+1.349.396 $
Mastercard IncMA1.333.947 $-13.216 $1.347.163 $+14.733 $1.332.430 $+18.093 $1.314.337 $+1.314.337 $
SOUTHERN COSO1.201.837 $-141.616 $1.343.453 $+63.760 $1.279.693 $-5.482 $1.285.175 $+1.285.175 $
JOHNSON & JOHNSONJNJ1.024.001 $+119.721 $904.280 $+145.786 $758.494 $-74.529 $833.023 $+833.023 $
COCA COLA COKO881.006 $+38.477 $842.529 $-54.015 $896.544 $-13.889 $910.433 $+910.433 $
ELI LILLY & CoLLY909.954 $+264.024 $645.930 $-7.589 $653.519 $-44.570 $698.089 $+698.089 $
JPMORGAN CHASE & COJPM864.280 $+20.153 $844.127 $+69.475 $774.652 $+124.345 $650.307 $+650.307 $
UNITEDHEALTH GROUP INCUNH554.977 $+15.012 $539.965 $+65.355 $474.610 $-331.920 $806.530 $+806.530 $
UNITED PARCEL SERVICE INCUPS791.367 $+133.436 $657.931 $+451.651 $206.280 $-18.494 $224.774 $+224.774 $
AMEREN CORPAEE696.716 $+45.202 $651.514 $+54.226 $597.288 $-21.587 $618.875 $+618.875 $
MCDONALDS CORPMCD527.413 $-1.980 $529.393 $+11.453 $517.940 $-47.266 $565.206 $+565.206 $
NEXTERA ENERGY INCNEE563.135 $+33.896 $529.239 $+42.866 $486.373 $-3.616 $489.989 $+489.989 $
EXXON MOBIL CORPXOM550.677 $+55.355 $495.322 $+9.058 $486.264 $-58.555 $544.819 $+544.819 $
STIFEL FINANCIAL CORPSF525.924 $+26.656 $499.268 $-8.424 $507.692 $+46.572 $461.120 $+461.120 $
CINTAS CORPCTAS445.673 $-34.695 $480.368 $-33.129 $513.497 $+69.790 $443.707 $+443.707 $
SPIRE INCSR501.016 $+34.567 $466.449 $+51.740 $414.709 $-23.864 $438.573 $+438.573 $
RTX CorpRTX492.334 $+43.467 $448.867 $+59.372 $389.495 $+44.437 $345.058 $+345.058 $
Walt Disney CoDIS452.702 $-2.905 $455.607 $-36.280 $491.887 $+100.392 $391.495 $+391.495 $
AT&T INC.T399.546 $-55.894 $455.440 $-10.455 $465.895 $+11.421 $454.474 $+454.474 $
VERIZON COMMUNICATIONS INCVZ349.965 $-88.305 $438.270 $+7.179 $431.091 $-18.340 $449.431 $+449.431 $
EMERSON ELECTRIC COEMR442.922 $+5.478 $437.444 $-6.836 $444.280 $+79.184 $365.096 $+365.096 $
ADVANCED MICRO DEVICES INCAMD365.571 $+81.953 $283.618 $+34.867 $248.751 $+248.751 $
LOCKHEED MARTIN CORPLMT350.394 $-10.843 $361.237 $+24.147 $337.090 $+7.860 $329.230 $+329.230 $
AMGEN INCAMGN359.815 $+49.633 $310.182 $-10.066 $320.248 $-37.041 $357.289 $+357.289 $
SPS COMMERCE INCSPSC313.878 $+32.346 $281.532 $+45.594 $235.938 $+12.918 $223.020 $+223.020 $
HUBBELL INCHUBB299.774 $+9.315 $290.459 $+10.503 $279.956 $+53.136 $226.820 $+226.820 $
BERKSHIRE HATHAWAY INCBRK-B262.316 $-25.277 $287.593 $+287.593 $
GOLDMAN SACHS GROUP INCGS270.806 $+25.485 $245.321 $+27.315 $218.006 $+218.006 $
AUTOZONE INCAZO206.882 $-54.823 $261.705 $+35.259 $226.446 $-6.134 $232.580 $+232.580 $
SHERWIN WILLIAMS COSHW239.418 $-16.375 $255.793 $+2.188 $253.605 $+3.771 $249.834 $+249.834 $
NETFLIX INCNFLX208.612 $-24.397 $233.009 $+233.009 $
Bank of New York Mellon CorpBK218.017 $+13.390 $204.627 $+204.627 $
PFIZER INCPFE201.541 $-13.769 $215.310 $+215.310 $
FORD MOTOR COF158.752 $-11.977 $170.729 $+15.845 $154.884 $+11.706 $143.178 $+143.178 $
340.411.476 $+18.343.708 $322.477.921 $+22.761.640 $299.978.597 $+18.016.601 $281.961.996 $+281.961.996 $
Erweiterte Einstellungen ×