Investments: Marotta Asset 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. ($)
362.738.631 $+4.411.372 $358.507.306 $+20.317.633 $337.565.483 $-6.683.816 $346.361.632 $+346.361.632 $
BANK OF AMERICA CORP /DE/BAC297.011.028 $+3.576.710 $293.434.318 $+15.364.633 $278.069.685 $-7.073.967 $285.143.652 $+285.143.652 $
BlackRock, Inc.BLK33.570.096 $+966.535 $32.603.561 $+2.750.312 $29.853.249 $+881.923 $28.971.326 $+28.971.326 $
CITIGROUP INCC11.186.659 $+493.615 $10.693.044 $+748.676 $9.944.368 $-387.907 $10.332.275 $+10.332.275 $
GENERAL DYNAMICS CORPGD2.933.992 $-81.986 $3.015.978 $+434.495 $2.581.483 $+1.408.040 $1.173.443 $+1.173.443 $
MICROSOFT CORPMSFT1.932.090 $-373.836 $2.305.926 $+101.479 $2.204.447 $+109.519 $2.094.928 $+2.094.928 $
AMAZON COM INCAMZN2.040.680 $-218.792 $2.259.472 $+12.699 $2.246.773 $+315.649 $1.931.124 $+1.931.124 $
APPFOLIO INCAPPF1.811.388 $-149.659 $1.961.047 $+410.433 $1.550.614 $-430.889 $1.981.503 $+1.981.503 $
FIRST MAJESTIC SILVER CORPAG1.274.490 $+336.600 $937.890 $+305.235 $632.655 $+632.655 $
ALPHA PRO TECH LTDAPT1.174.538 $+91.436 $1.083.102 $+386.374 $696.728 $-59.500 $756.228 $+756.228 $
ASTRAZENECA PLCAZN919.419 $+56.391 $863.028 $+117.248 $745.780 $-266.917 $1.012.697 $+1.012.697 $
NOVARTIS AGNVS895.328 $+29.664 $865.664 $+64.215 $801.449 $-34.746 $836.195 $+836.195 $
UNITEDHEALTH GROUP INCUNH331.761 $-18.280 $350.041 $-108.243 $458.284 $-414.059 $872.343 $+872.343 $
Accenture plcACN417.206 $+33.363 $383.843 $-86.909 $470.752 $-394.214 $864.966 $+864.966 $
ALCON INCALC603.527 $+26.757 $576.770 $-106.605 $683.375 $-164.918 $848.293 $+848.293 $
MCDONALDS CORPMCD742.478 $+742.478 $
FISERV INCFISV201.744 $-349.968 $551.712 $-25.144 $576.856 $+576.856 $
NVR INCNVR415.688 $-42.391 $458.079 $+37.096 $420.983 $-138.290 $559.273 $+559.273 $
BERKSHIRE HATHAWAY INCBRK-B500.137 $-554 $500.691 $-55.030 $555.721 $+24.581 $531.140 $+531.140 $
JPMORGAN CHASE & COJPM447.886 $+15.999 $431.887 $+28.912 $402.975 $-140.833 $543.808 $+543.808 $
EXXON MOBIL CORPXOM432.502 $-899 $433.401 $-16.233 $449.634 $-87.585 $537.219 $+537.219 $
COCA COLA COKO414.986 $-39.986 $454.972 $-27.048 $482.020 $-11.371 $493.391 $+493.391 $
Duke Energy CORPDUK405.528 $-79.711 $485.239 $+17.532 $467.707 $+3.358 $464.349 $+464.349 $
JOHNSON & JOHNSONJNJ251.637 $+11.274 $240.363 $+38.580 $201.783 $-260.736 $462.519 $+462.519 $
NATIONAL BANKSHARES INCNKSH215.330 $-239.359 $454.689 $+454.689 $
LOCKHEED MARTIN CORPLMT362.753 $-11.497 $374.250 $+26.895 $347.355 $-99.833 $447.188 $+447.188 $
DEERE & CODE372.456 $+11.072 $361.384 $-45.408 $406.792 $+58.739 $348.053 $+348.053 $
SMITH & NEPHEW PLCSNN313.139 $-38.080 $351.219 $+39.130 $312.089 $-80.680 $392.769 $+392.769 $
Walt Disney CoDIS344.593 $-8.812 $353.405 $-34.605 $388.010 $+27.600 $360.410 $+360.410 $
MCKESSON CORPMCK380.667 $+8.790 $371.877 $-13.612 $385.489 $+25.520 $359.969 $+359.969 $
GENMAB A/SGMAB365.596 $-13.198 $378.794 $+129.139 $249.655 $-80.255 $329.910 $+329.910 $
AbbVie Inc.ABBV237.858 $-16.542 $254.400 $-97.114 $351.514 $+351.514 $
CHEVRON CORPCVX268.546 $-11.244 $279.790 $+20.616 $259.174 $-82.934 $342.108 $+342.108 $
V F CORPVFC268.452 $+40.684 $227.768 $+53.304 $174.464 $-123.170 $297.634 $+297.634 $
PROCTER & GAMBLE CoPG290.976 $+290.976 $
CATERPILLAR INCCAT281.279 $+45.196 $236.083 $-36.593 $272.676 $+272.676 $
Walmart Inc.WMT239.726 $+3.409 $236.317 $+9.706 $226.611 $+17.388 $209.223 $+209.223 $
ORACLE CORPORCL230.765 $+230.765 $
EQT CorpEQT202.227 $-7.760 $209.987 $+209.987 $
Haleon plcHLN117.670 $+8.703 $108.967 $-24.713 $133.680 $-40.827 $174.507 $+174.507 $
362.738.631 $+4.411.372 $358.507.306 $+20.317.633 $337.565.483 $-6.683.816 $346.361.632 $+346.361.632 $
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