Investments: Apella Capital, 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. ($)
2.035.999.415 $+233.670.521 $1.802.420.919 $+420.272.856 $1.382.944.544 $+287.262.391 $1.095.682.153 $+1.095.682.153 $
BANK OF AMERICA CORP /DE/BAC1.531.466.041 $+162.919.702 $1.368.546.339 $+341.188.218 $1.027.358.121 $+193.044.949 $834.313.172 $+834.313.172 $
BlackRock, Inc.BLK142.193.512 $+14.653.135 $127.540.377 $+22.542.394 $104.997.983 $+5.368.614 $99.629.369 $+99.629.369 $
APPFOLIO INCAPPF69.180.416 $+21.103.509 $48.076.907 $+9.369.288 $38.707.619 $+16.071.042 $22.636.577 $+22.636.577 $
MICROSOFT CORPMSFT49.632.792 $+6.788.988 $42.843.804 $+3.115.142 $39.728.662 $+8.976.597 $30.752.065 $+30.752.065 $
ALPHA PRO TECH LTDAPT32.434.216 $+2.036.178 $30.398.038 $+9.723.683 $20.674.355 $+17.025.147 $3.649.208 $+3.649.208 $
BERKSHIRE HATHAWAY INCBRK-B22.245.490 $+1.305.626 $20.939.864 $+1.707.847 $19.232.017 $+7.605.749 $11.626.268 $+11.626.268 $
NVIDIA CORPNVDA19.317.253 $+1.539.261 $17.777.992 $+3.028.758 $14.749.234 $+4.377.182 $10.372.052 $+10.372.052 $
VICTORY CAPITAL MANAGEMENT INC10.762.997 $+1.163.352 $9.599.645 $+7.938.303 $1.661.342 $+859.147 $802.195 $+802.195 $
AMAZON COM INCAMZN10.469.081 $+1.993.441 $8.475.640 $+137.304 $8.338.336 $+1.416.694 $6.921.642 $+6.921.642 $
Mastercard IncMA9.916.867 $+744.827 $9.172.040 $-8.922 $9.180.962 $+8.844.322 $336.640 $+336.640 $
GENERAL DYNAMICS CORPGD8.910.183 $-520.999 $9.431.182 $+924.320 $8.506.862 $+795.935 $7.710.927 $+7.710.927 $
SPS COMMERCE INCSPSC7.198.549 $+3.573.832 $3.624.717 $+891.296 $2.733.421 $+32.889 $2.700.532 $+2.700.532 $
JPMORGAN CHASE & COJPM7.146.977 $+253.977 $6.893.000 $+386.715 $6.506.285 $+3.531.144 $2.975.141 $+2.975.141 $
JOHNSON & JOHNSONJNJ6.501.725 $+644.540 $5.857.185 $+1.381.033 $4.476.152 $+301.990 $4.174.162 $+4.174.162 $
EXXON MOBIL CORPXOM5.590.553 $+1.296.959 $4.293.594 $+1.421.293 $2.872.301 $+251.598 $2.620.703 $+2.620.703 $
MORGAN STANLEYMS5.262.384 $+961.407 $4.300.977 $+3.397.409 $903.568 $+223.627 $679.941 $+679.941 $
PEPSICO INCPEP3.964.499 $+489.519 $3.474.980 $+496.992 $2.977.988 $-311.704 $3.289.692 $+3.289.692 $
MCDONALDS CORPMCD3.314.288 $-275.374 $3.589.662 $+82.089 $3.507.573 $+1.319.503 $2.188.070 $+2.188.070 $
ELI LILLY & CoLLY3.411.496 $+1.697.903 $1.713.593 $+298.284 $1.415.309 $+97.098 $1.318.211 $+1.318.211 $
ORACLE CORPORCL2.231.616 $-1.028.998 $3.260.614 $+993.270 $2.267.344 $+1.007.905 $1.259.439 $+1.259.439 $
Accenture plcACN2.831.320 $+409.048 $2.422.272 $-673.501 $3.095.773 $+28.372 $3.067.401 $+3.067.401 $
DEERE & CODE3.005.112 $+74.865 $2.930.247 $+15.877 $2.914.370 $+397.444 $2.516.926 $+2.516.926 $
ISHARES GOLD TRUSTIAU2.678.366 $+426.697 $2.251.669 $+968.101 $1.283.568 $+1.283.568 $
Parker-Hannifin CorpPH2.644.526 $+456.465 $2.188.061 $+102.776 $2.085.285 $+1.848.179 $237.106 $+237.106 $
CHEVRON CORPCVX2.627.343 $+165.836 $2.461.507 $+297.610 $2.163.897 $+633.991 $1.529.906 $+1.529.906 $
Walt Disney CoDIS2.569.174 $+336.441 $2.232.733 $-218.657 $2.451.390 $+1.581.890 $869.500 $+869.500 $
PROCTER & GAMBLE CoPG2.441.018 $-114.541 $2.555.559 $+21.698 $2.533.861 $+186.444 $2.347.417 $+2.347.417 $
AbbVie Inc.ABBV2.343.579 $+144.206 $2.199.373 $+478.764 $1.720.609 $+133.139 $1.587.470 $+1.587.470 $
Walmart Inc.WMT2.250.785 $+218.759 $2.032.026 $+324.895 $1.707.131 $+252.201 $1.454.930 $+1.454.930 $
CATERPILLAR INCCAT2.178.779 $+256.618 $1.922.161 $+631.271 $1.290.890 $+299.598 $991.292 $+991.292 $
BOEING COBA2.142.366 $+29.569 $2.112.797 $+26.149 $2.086.648 $+446.895 $1.639.753 $+1.639.753 $
RTX CorpRTX2.029.388 $+947.274 $1.082.114 $+161.478 $920.636 $+281.732 $638.904 $+638.904 $
NETFLIX INCNFLX1.776.189 $-144.778 $1.920.967 $-41.835 $1.962.802 $+647.653 $1.315.149 $+1.315.149 $
STRYKER CORPSYK1.716.482 $-85.636 $1.802.118 $-131.876 $1.933.994 $+168.872 $1.765.122 $+1.765.122 $
EMERSON ELECTRIC COEMR1.770.442 $+391.052 $1.379.390 $-676 $1.380.066 $+841.837 $538.229 $+538.229 $
COCA COLA COKO1.768.234 $+284.288 $1.483.946 $+50.135 $1.433.811 $+195.048 $1.238.763 $+1.238.763 $
AMERICAN EXPRESS COAXP1.691.796 $+276.669 $1.415.127 $+109.069 $1.306.058 $+1.045.775 $260.283 $+260.283 $
SOUTHERN COSO1.611.175 $+516.567 $1.094.608 $+72.382 $1.022.226 $+51.861 $970.365 $+970.365 $
GENERAL ELECTRIC COGE1.565.622 $+115.787 $1.449.835 $+398.128 $1.051.707 $+248.234 $803.473 $+803.473 $
TYLER TECHNOLOGIES INCTYL1.552.509 $+1.552.509 $
STARBUCKS CORPSBUX1.426.122 $-28.884 $1.455.006 $+678.529 $776.477 $+113.505 $662.972 $+662.972 $
FEDEX CORPFDX1.454.927 $+298.382 $1.156.545 $+38.915 $1.117.630 $+92.856 $1.024.774 $+1.024.774 $
ADVANCED MICRO DEVICES INCAMD1.306.531 $-113.730 $1.420.261 $+782.387 $637.874 $+176.431 $461.443 $+461.443 $
AT&T INC.T1.367.181 $+232.639 $1.134.542 $+149.223 $985.319 $+61.218 $924.101 $+924.101 $
PALATIN TECHNOLOGIES INCPTNT1.220.441 $+13.856 $1.206.585 $+229.406 $977.179 $+318.019 $659.160 $+659.160 $
VERIZON COMMUNICATIONS INCVZ1.196.553 $+118.734 $1.077.819 $-1.236 $1.079.055 $+325.417 $753.638 $+753.638 $
Trane Technologies plcTT1.129.874 $-49.281 $1.179.155 $+141.315 $1.037.840 $+234.997 $802.843 $+802.843 $
UNITEDHEALTH GROUP INCUNH1.038.634 $-90.890 $1.129.524 $+603.342 $526.182 $-446.960 $973.142 $+973.142 $
WELLTOWER INC.WELL1.072.333 $+81.448 $990.885 $+51.129 $939.756 $+654.493 $285.263 $+285.263 $
STANTEC INCSTN881.039 $-150.266 $1.031.305 $+7.678 $1.023.627 $+228.220 $795.407 $+795.407 $
ALLSTATE CORPALL979.785 $+288.988 $690.797 $+8.789 $682.008 $-2.838 $684.846 $+684.846 $
LOCKHEED MARTIN CORPLMT976.866 $+58.815 $918.051 $+171.357 $746.694 $+252.427 $494.267 $+494.267 $
PACCAR INCPCAR943.422 $+161.918 $781.504 $+29.817 $751.687 $+11.424 $740.263 $+740.263 $
NEXTERA ENERGY INCNEE792.821 $+82.188 $710.633 $+132.455 $578.178 $+67.510 $510.668 $+510.668 $
CONOCOPHILLIPSCOP790.679 $+114.647 $676.032 $-37.268 $713.300 $+20.891 $692.409 $+692.409 $
AVISTA CORPAVA739.046 $-1.834 $740.880 $+5.140 $735.740 $-29.796 $765.536 $+765.536 $
KROGER COKR635.703 $-65.394 $701.097 $-6.143 $707.240 $+62.484 $644.756 $+644.756 $
iShares Bitcoin Trust ETFIBIT633.484 $-53.058 $686.542 $+430.381 $256.161 $+256.161 $
Duke Energy CORPDUK645.966 $-36.913 $682.879 $+70.711 $612.168 $+29.439 $582.729 $+582.729 $
PFIZER INCPFE682.611 $+84.995 $597.616 $+20.859 $576.757 $+68.441 $508.316 $+508.316 $
AMGEN INCAMGN660.251 $+120.714 $539.537 $+20.197 $519.340 $+131.423 $387.917 $+387.917 $
Edwards Lifesciences CorpEW633.663 $+425.448 $208.215 $-4.830 $213.045 $+213.045 $
CUMMINS INCCMI621.273 $+112.521 $508.752 $+99.233 $409.519 $+34.059 $375.460 $+375.460 $
ANALOG DEVICES INCADI592.373 $+32.493 $559.880 $+25.668 $534.212 $+287.216 $246.996 $+246.996 $
INTEL CORPINTC577.718 $+57.238 $520.480 $+233.399 $287.081 $-22.135 $309.216 $+309.216 $
Constellation Energy CorpCEG543.230 $-23.075 $566.305 $+140.655 $425.650 $+140.878 $284.772 $+284.772 $
CONSOLIDATED EDISON INCED566.225 $+14.781 $551.444 $+15.405 $536.039 $-25.377 $561.416 $+561.416 $
Eaton Corp plcETN445.321 $-102.705 $548.026 $+47.912 $500.114 $+113.297 $386.817 $+386.817 $
LAM RESEARCH CORPLRCX547.383 $+95.013 $452.370 $+145.627 $306.743 $+73.462 $233.281 $+233.281 $
Bank of New York Mellon CorpBK545.584 $+52.287 $493.297 $+185.819 $307.478 $+50.574 $256.904 $+256.904 $
GLOBAL PAYMENTS INCGPN545.361 $+545.361 $
ASML HOLDING NVASML530.651 $+30.032 $500.619 $+178.730 $321.889 $+60.043 $261.846 $+261.846 $
MICRON TECHNOLOGY INCMU527.919 $+166.731 $361.188 $+361.188 $
DARDEN RESTAURANTS INCDRI430.809 $-7.463 $438.272 $-85.568 $523.840 $+46.697 $477.143 $+477.143 $
CITIGROUP INCC519.038 $+97.637 $421.401 $+421.401 $
SHERWIN WILLIAMS COSHW494.161 $-17.631 $511.792 $+308 $511.484 $+511.484 $
COMCAST CORPCMCSA447.096 $+4.375 $442.721 $-43.138 $485.859 $+971 $484.888 $+484.888 $
NICOLET BANKSHARES INCNIC473.461 $+52.531 $420.930 $+28.597 $392.333 $+131.904 $260.429 $+260.429 $
FORD MOTOR COF459.144 $-4.760 $463.904 $+42.925 $420.979 $+79.605 $341.374 $+341.374 $
HERSHEY COHSY440.332 $-12.466 $452.798 $+87.780 $365.018 $+56.082 $308.936 $+308.936 $
3M COMMM448.119 $+81.348 $366.771 $+57.429 $309.342 $+309.342 $
SAP SESAP348.090 $-61.645 $409.735 $-37.267 $447.002 $+447.002 $
YUM BRANDS INCYUM423.249 $+423.249 $
Phillips 66PSX420.079 $+39.702 $380.377 $+125.642 $254.735 $+50.149 $204.586 $+204.586 $
CVS HEALTH CorpCVS392.479 $-12.458 $404.937 $+141.101 $263.836 $-5.501 $269.337 $+269.337 $
DTE ENERGY CODTE361.406 $-37.912 $399.318 $+78.772 $320.546 $+6.958 $313.588 $+313.588 $
GOLDMAN SACHS GROUP INCGS396.786 $+66.597 $330.189 $+42.462 $287.727 $+287.727 $
ALLIANT ENERGY CORPLNT396.171 $+59.185 $336.986 $+336.986 $
Hewlett Packard Enterprise CoHPE387.014 $+387.014 $
Booking Holdings Inc.BKNG355.139 $+31.857 $323.282 $-3.829 $327.111 $+81.481 $245.630 $+245.630 $
AMEREN CORPAEE328.985 $+328.985 $
LINDE PLCLIN233.557 $-95.080 $328.637 $+26.801 $301.836 $+34.384 $267.452 $+267.452 $
BECTON DICKINSON & COBDX305.673 $+20.349 $285.324 $+5.837 $279.487 $-42.924 $322.411 $+322.411 $
SYNOPSYS INCSNPS268.680 $+19.967 $248.713 $-71.589 $320.302 $+78.086 $242.216 $+242.216 $
FACTSET RESEARCH SYSTEMS INCFDS211.550 $-105.556 $317.106 $+18.332 $298.774 $+298.774 $
EVERSOURCE ENERGYES299.604 $-11.951 $311.555 $+44.196 $267.359 $+37.673 $229.686 $+229.686 $
ROYAL BANK OF CANADARY309.610 $+309.610 $
NOVARTIS AGNVS308.839 $+9.366 $299.473 $+52.782 $246.691 $-16.984 $263.675 $+263.675 $
XCEL ENERGY INCXEL304.335 $+304.335 $
DECKERS OUTDOOR CORPDECK266.432 $+11.947 $254.485 $-20.465 $274.950 $-25.181 $300.131 $+300.131 $
BERKLEY W R CORPWRB288.339 $-7.705 $296.044 $+296.044 $
HP INCHPQ295.415 $+295.415 $
KLA CORPKLAC291.644 $+291.644 $
Aon plcAON281.963 $+15.690 $266.273 $-11.374 $277.647 $-9.855 $287.502 $+287.502 $
MCKESSON CORPMCK283.008 $+20.126 $262.882 $+30.513 $232.369 $+27.480 $204.889 $+204.889 $
AFLAC INCAFL280.789 $+9.982 $270.807 $+270.807 $
TORONTO DOMINION BANKTD271.296 $+44.582 $226.714 $+226.714 $
BROWN FORMAN CORPBF-A269.079 $+269.079 $
FISERV INCFISV203.813 $-60.004 $263.817 $+263.817 $
Otis Worldwide CorpOTIS260.344 $+260.344 $
Shell plcSHEL259.676 $+51.133 $208.543 $+208.543 $
DELTA AIR LINES, INC.DAL257.983 $+43.368 $214.615 $+214.615 $
OMEROS CORPOMER245.396 $+104.945 $140.451 $+96.444 $44.007 $-48.865 $92.872 $+92.872 $
SEMPRASRE232.707 $-7.239 $239.946 $+239.946 $
TopBuild CorpBLD222.779 $-3.736 $226.515 $+226.515 $
Archer-Daniels-Midland CoADM225.438 $+14.768 $210.670 $+210.670 $
CSX CORPCSX211.869 $+211.869 $
SCHWAB CHARLES CORPSCHW205.465 $+205.465 $
AGNICO EAGLE MINES LTDAEM203.666 $+203.666 $
EXELON CORPEXC200.423 $+200.423 $
FIFTH THIRD BANCORPFITB200.018 $+200.018 $
PLATINUM GROUP METALS LTDPLG52.798 $-28.070 $80.868 $+49.403 $31.465 $+31.465 $
MGP INGREDIENTS INCMGPI11.582 $+153 $11.429 $+11.429 $
COGNITION THERAPEUTICS INCCGTX6.483 $+2.819 $3.664 $+3.664 $
2.035.999.415 $+233.670.521 $1.802.420.919 $+420.272.856 $1.382.944.544 $+287.262.391 $1.095.682.153 $+1.095.682.153 $
Erweiterte Einstellungen ×