Investments: Investment Research & Advisory Group, Inc.

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. ($)
224.127.378 $+8.584.129 $218.607.583 $+18.298.215 $200.313.564 $+13.906.307 $186.470.191 $+186.470.191 $
BANK OF AMERICA CORP /DE/BAC69.833.192 $+2.435.228 $67.397.964 $+2.997.908 $64.400.056 $+4.574.203 $59.825.853 $+59.825.853 $
APPFOLIO INCAPPF20.931.698 $+1.414.421 $19.517.277 $+4.051.048 $15.466.229 $-2.505.677 $17.971.906 $+17.971.906 $
ALPHA PRO TECH LTDAPT14.705.798 $+3.274.431 $11.431.367 $+3.211.004 $8.220.363 $+1.025.977 $7.194.386 $+7.194.386 $
NVIDIA CORPNVDA12.692.340 $-224.208 $12.916.548 $+2.062.633 $10.853.915 $+3.343.722 $7.510.193 $+7.510.193 $
MICROSOFT CORPMSFT10.324.203 $-703.644 $11.027.847 $+609.451 $10.418.396 $+1.257.255 $9.161.141 $+9.161.141 $
AMAZON COM INCAMZN9.566.797 $+497.239 $9.069.558 $+149.599 $8.919.959 $+1.139.657 $7.780.302 $+7.780.302 $
JPMORGAN CHASE & COJPM8.328.645 $+181.367 $8.147.278 $+723.172 $7.424.106 $+1.178.487 $6.245.619 $+6.245.619 $
ELI LILLY & CoLLY7.874.451 $+2.307.610 $5.566.841 $+25.454 $5.541.387 $+10.252 $5.531.135 $+5.531.135 $
Mastercard IncMA7.838.269 $+34.937 $7.803.332 $+218.406 $7.584.926 $+222.132 $7.362.794 $+7.362.794 $
BlackRock, Inc.BLK6.577.317 $-466.913 $7.044.230 $+837.547 $6.206.683 $+1.015.359 $5.191.324 $+5.191.324 $
SCHWAB CHARLES CORPSCHW6.604.283 $+237.740 $6.366.543 $+337.586 $6.028.957 $+926.496 $5.102.461 $+5.102.461 $
NETFLIX INCNFLX3.682.705 $-1.042.239 $4.724.944 $-432.046 $5.156.990 $+1.558.357 $3.598.633 $+3.598.633 $
GENERAL ELECTRIC COGE4.916.027 $+107.785 $4.808.242 $+694.848 $4.113.394 $+1.077.107 $3.036.287 $+3.036.287 $
JOHNSON & JOHNSONJNJ4.627.827 $+538.967 $4.088.860 $+901.498 $3.187.362 $+286.223 $2.901.139 $+2.901.139 $
FISERV INCFISV2.759.489 $-616.644 $3.376.133 $-1.053.717 $4.429.850 $+4.429.850 $
Booking Holdings Inc.BKNG4.057.495 $-42.782 $4.100.277 $-173.195 $4.273.472 $+864.322 $3.409.150 $+3.409.150 $
ASML HOLDING NVASML4.040.861 $+397.938 $3.642.923 $+824.434 $2.818.489 $-356.171 $3.174.660 $+3.174.660 $
BERKSHIRE HATHAWAY INCBRK-B3.837.230 $+21.433 $3.815.797 $+111.315 $3.704.482 $-90.683 $3.795.165 $+3.795.165 $
GENERAL DYNAMICS CORPGD3.660.140 $-48.660 $3.708.800 $+610.927 $3.097.873 $+294.359 $2.803.514 $+2.803.514 $
UNITEDHEALTH GROUP INCUNH7.593 $-349 $7.942 $+3.262 $4.680 $-3.364.671 $3.369.351 $+3.369.351 $
STARBUCKS CORPSBUX2.809.724 $-20.983 $2.830.707 $-33.627 $2.864.334 $-232.724 $3.097.058 $+3.097.058 $
BOEING COBA3.019.922 $+46.000 $2.973.922 $+437.980 $2.535.942 $+2.385.005 $150.937 $+150.937 $
LOCKHEED MARTIN CORPLMT2.925.418 $-75.372 $3.000.790 $+323.059 $2.677.731 $+234.116 $2.443.615 $+2.443.615 $
CATERPILLAR INCCAT2.378.969 $+550.827 $1.828.142 $+1.814.458 $13.684 $+2.059 $11.625 $+11.625 $
CARMAX INCKMX10.935 $-1.252.963 $1.263.898 $-492.030 $1.755.928 $-536.167 $2.292.095 $+2.292.095 $
Otis Worldwide CorpOTIS25.943 $-91.799 $117.742 $-1.953.608 $2.071.350 $+20.805 $2.050.545 $+2.050.545 $
PROCTER & GAMBLE CoPG1.818.358 $-140.588 $1.958.946 $+60.030 $1.898.916 $-50.407 $1.949.323 $+1.949.323 $
Archer-Daniels-Midland CoADM1.520.429 $-59.506 $1.579.935 $-222.728 $1.802.663 $+179.925 $1.622.738 $+1.622.738 $
Palo Alto Networks IncPANW1.763.531 $+1.269.142 $494.389 $+2.230 $492.159 $-168.047 $660.206 $+660.206 $
Walt Disney CoDIS74.659 $-839.374 $914.033 $+819.413 $94.620 $+56.226 $38.394 $+38.394 $
FEDEX CORPFDX343.568 $+64.799 $278.769 $+12.589 $266.180 $-19.286 $285.466 $+285.466 $
COCA COLA COKO301.307 $+25.281 $276.026 $-11.785 $287.811 $+53.255 $234.556 $+234.556 $
SYNOPSYS INCSNPS282.692 $-13.163 $295.855 $+28.642 $267.213 $+267.213 $
AbbVie Inc.ABBV211.251 $-1.995 $213.246 $+50.086 $163.160 $-111.940 $275.100 $+275.100 $
Investment Research & Advisory Group, Inc.254.898 $+311 $254.587 $+19.174 $235.413 $+23.302 $212.111 $+212.111 $
AMGEN INCAMGN171.703 $+31.813 $139.890 $+5.459 $134.431 $-80.227 $214.658 $+214.658 $
MCDONALDS CORPMCD210.778 $+22.751 $188.027 $+12.765 $175.262 $+130.354 $44.908 $+44.908 $
GOLDMAN SACHS GROUP INCGS197.760 $+19.371 $178.389 $+26.268 $152.121 $+35.215 $116.906 $+116.906 $
CITIGROUP INCC196.787 $+18.556 $178.231 $+33.481 $144.750 $+20.114 $124.636 $+124.636 $
Walmart Inc.WMT139.374 $-10.887 $150.261 $+14.174 $136.087 $+50.863 $85.224 $+85.224 $
LAM RESEARCH CORPLRCX120.640 $+26.436 $94.204 $+28.499 $65.705 $+16.632 $49.073 $+49.073 $
CHEVRON CORPCVX63.707 $-1.515 $65.222 $+10.810 $54.412 $-63.193 $117.605 $+117.605 $
AT&T INC.T89.871 $-12.330 $102.201 $+5.310 $96.891 $+79.923 $16.968 $+16.968 $
Constellation Energy CorpCEG101.035 $+6.921 $94.114 $+3.741 $90.373 $+90.373 $
ORACLE CORPORCL69.242 $-31.068 $100.310 $+29.693 $70.617 $+25.458 $45.159 $+45.159 $
RTX CorpRTX99.403 $+9.045 $90.358 $+11.653 $78.705 $+18.966 $59.739 $+59.739 $
Duke Energy CORPDUK84.316 $+3.198 $81.118 $+6.426 $74.692 $-1.827 $76.519 $+76.519 $
BROWN & BROWN, INC.BRO66.550 $-12.984 $79.534 $+79.534 $
AMERICAN EXPRESS COAXP64.852 $+6.664 $58.188 $+5.227 $52.961 $+12.869 $40.092 $+40.092 $
MICRON TECHNOLOGY INCMU63.646 $+63.646 $
EXXON MOBIL CORPXOM57.643 $+3.410 $54.233 $+12.514 $41.719 $+41.719 $
Alcoa CorpAA54.470 $+20.850 $33.620 $+3.549 $30.071 $-1.009 $31.080 $+31.080 $
Performance Food Group CoPFGC44.960 $-7.060 $52.020 $+8.285 $43.735 $+4.420 $39.315 $+39.315 $
PEPSICO INCPEP50.641 $+1.508 $49.133 $+6.755 $42.378 $+29.183 $13.195 $+13.195 $
SOUTHERN COSO44.559 $-5.006 $49.565 $+3.283 $46.282 $+46.282 $
PALATIN TECHNOLOGIES INCPTNT48.704 $+35.387 $13.317 $+12.051 $1.266 $+1.266 $
NICOLET BANKSHARES INCNIC41.579 $+41.579 $
EXELON CORPEXC40.408 $-731 $41.139 $+2.061 $39.078 $+39.078 $
DELTA AIR LINES, INC.DAL39.072 $+7.122 $31.950 $+4.950 $27.000 $+3.761 $23.239 $+23.239 $
DOVER CorpDOV36.612 $+5.995 $30.617 $-2.827 $33.444 $+33.444 $
REALTY INCOME CORPO28.992 $-2.456 $31.448 $+2.509 $28.939 $-6.737 $35.676 $+35.676 $
Accenture plcACN29.513 $+2.387 $27.126 $-1.866 $28.992 $-1.276 $30.268 $+30.268 $
FIRSTENERGY CORPFE29.235 $-685 $29.920 $+4.154 $25.766 $+25.766 $
TARGET CORPTGT29.618 $+2.798 $26.820 $-1.690 $28.510 $+28.510 $
EMERSON ELECTRIC COEMR28.004 $+587 $27.417 $+618 $26.799 $+4.761 $22.038 $+22.038 $
PFIZER INCPFE15.901 $-11.676 $27.577 $+4.224 $23.353 $+13.217 $10.136 $+10.136 $
MERCADOLIBRE INCMELI20.143 $-3.226 $23.369 $-2.767 $26.136 $+6.627 $19.509 $+19.509 $
MORGAN STANLEYMS9.232 $+966 $8.266 $-17.200 $25.466 $+3.710 $21.756 $+21.756 $
Nu Holdings Ltd.NU25.110 $+1.095 $24.015 $+3.435 $20.580 $+16.484 $4.096 $+4.096 $
Sea LtdSE14.798 $-5.935 $20.733 $+2.180 $18.553 $+3.416 $15.137 $+15.137 $
STATE STREET CORPSTT18.970 $+2.033 $16.937 $+1.837 $15.100 $+2.387 $12.713 $+12.713 $
Medtronic plcMDT13.064 $+111 $12.953 $+3.451 $9.502 $-8.650 $18.152 $+18.152 $
INTEL CORPINTC12.509 $-5.574 $18.083 $+7.981 $10.102 $+4.402 $5.700 $+5.700 $
GARTNER INCIT11.353 $-739 $12.092 $-5.289 $17.381 $-668 $18.049 $+18.049 $
Zoetis Inc.ZTS14.066 $-2.813 $16.879 $+36 $16.843 $-939 $17.782 $+17.782 $
COMCAST CORPCMCSA15.931 $+284 $15.647 $+158 $15.489 $+8.293 $7.196 $+7.196 $
Shell plcSHEL12.124 $+322 $11.802 $+184 $11.618 $-473 $12.091 $+12.091 $
CHIPOTLE MEXICAN GRILL INCCMG9.131 $-2.099 $11.230 $+1.188 $10.042 $+10.042 $
VERIZON COMMUNICATIONS INCVZ4.327 $-6.741 $11.068 $+11.068 $
UNITED PARCEL SERVICE INCUPS9.522 $-572 $10.094 $-905 $10.999 $+10.999 $
iShares Bitcoin Trust ETFIBIT7.994 $-2.471 $10.465 $+610 $9.855 $+9.855 $
Atlassian CorpTEAM7.945 $+439 $7.506 $-1.633 $9.139 $-410 $9.549 $+9.549 $
CONOCOPHILLIPSCOP9.007 $-407 $9.414 $+2.778 $6.636 $-1.129 $7.765 $+7.765 $
DEXCOM INCDXCM7.102 $-165 $7.267 $-1.462 $8.729 $+1.900 $6.829 $+6.829 $
BOSTON SCIENTIFIC CORPBSX7.628 $+7.628 $
CSX CORPCSX6.068 $+139 $5.929 $+1.868 $4.061 $+413 $3.648 $+3.648 $
Kraft Heinz CoKHC5.093 $-662 $5.755 $+333 $5.422 $+2.075 $3.347 $+3.347 $
DTE ENERGY CODTE5.675 $+5.675 $
ANALOG DEVICES INCADI5.647 $+5.647 $
HERSHEY COHSY5.005 $+265 $4.740 $+1.060 $3.680 $-83 $3.763 $+3.763 $
DARDEN RESTAURANTS INCDRI4.986 $+4.986 $
Eaton Corp plcETN4.621 $+4.621 $
3M COMMM4.029 $-24 $4.053 $+2.217 $1.836 $+74 $1.762 $+1.762 $
Strategy IncMSTR3.222 $+3.222 $
DECKERS OUTDOOR CORPDECK2.799 $+62 $2.737 $+2.737 $
NEXTERA ENERGY INCNEE2.623 $+2.623 $
Xerox Holdings CorpXRX2.212 $+2.212 $
UNILEVER PLCUL1.766 $+521 $1.245 $+1.245 $
Roblox CorpRBLX1.399 $+357 $1.042 $+341 $701 $+78 $623 $+623 $
Viatris IncVTRS996 $+204 $792 $-605 $1.397 $+848 $549 $+549 $
MFA FINANCIAL, INC.MFA1.188 $+61 $1.127 $+11 $1.116 $-95 $1.211 $+1.211 $
ADVANCED MICRO DEVICES INCAMD1.135 $+313 $822 $+822 $
FORD MOTOR COF1.128 $+99 $1.029 $+1.029 $
Epsium Enterprise LtdEPSM180 $-675 $855 $+855 $
Brookfield Business CorpBBUC538 $+35 $503 $+35 $468 $+69 $399 $+399 $
UNITED STATES ANTIMONY CORPUAMY392 $+392 $
Organon & Co.OGN278 $+26 $252 $-135 $387 $+387 $
SCOTTS MIRACLE-GRO COSMG175 $+4 $171 $+171 $
BP PLCBP139 $+1 $138 $+138 $
Canopy Growth CorpCGC6 $-48 $54 $+9 $45 $+11 $34 $+34 $
VICTORY CAPITAL MANAGEMENT INC47 $+47 $
224.127.378 $+8.584.129 $218.607.583 $+18.298.215 $200.313.564 $+13.906.307 $186.470.191 $+186.470.191 $
Erweiterte Einstellungen ×