Investments: Kensington Investment Counsel, 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. ($)
245.675.985 $+818.690 $245.015.427 $+14.514.756 $232.557.423 $+10.318.873 $224.656.112 $+224.656.112 $
BANK OF AMERICA CORP /DE/BAC97.620.125 $+356.922 $97.263.203 $+3.254.400 $94.008.803 $+7.100.395 $86.908.408 $+86.908.408 $
APPFOLIO INCAPPF17.239.833 $+1.395.605 $15.844.228 $+3.399.164 $12.445.064 $-522.057 $12.967.121 $+12.967.121 $
MICROSOFT CORPMSFT14.383.630 $-1.131.870 $15.515.500 $+994.314 $14.521.186 $+3.829.855 $10.691.331 $+10.691.331 $
WATSCO INCWSO5.381.428 $-2.381.132 $7.762.560 $-843.731 $8.606.291 $-1.127.146 $9.733.437 $+9.733.437 $
WILLIAMS SONOMA INCWSM7.653.726 $-1.132.211 $8.785.937 $+1.240.972 $7.544.965 $+361.497 $7.183.468 $+7.183.468 $
JPMORGAN CHASE & COJPM8.655.796 $+236.969 $8.418.827 $+815.068 $7.603.759 $+1.332.419 $6.271.340 $+6.271.340 $
AbbVie Inc.ABBV8.458.928 $+85.747 $8.373.181 $+1.762.325 $6.610.856 $-593.280 $7.204.136 $+7.204.136 $
ALPHA PRO TECH LTDAPT6.875.850 $+1.726.613 $5.149.237 $+1.540.291 $3.608.946 $+484.458 $3.124.488 $+3.124.488 $
MCCORMICK & CO INCMKC4.772.740 $-756.635 $5.529.375 $-889.698 $6.419.073 $-413.892 $6.832.965 $+6.832.965 $
GENERAL DYNAMICS CORPGD6.360.517 $+158.068 $6.202.449 $+1.007.109 $5.195.340 $+491.972 $4.703.368 $+4.703.368 $
AMGEN INCAMGN5.914.819 $+1.094.561 $4.820.258 $+195.144 $4.625.114 $-377.133 $5.002.247 $+5.002.247 $
NVIDIA CORPNVDA5.844.351 $+534.098 $5.310.253 $+1.131.417 $4.178.836 $+1.425.008 $2.753.828 $+2.753.828 $
PROCTER & GAMBLE CoPG4.489.472 $-774.884 $5.264.356 $-158.260 $5.422.616 $-172.784 $5.595.400 $+5.595.400 $
JOHNSON & JOHNSONJNJ5.517.908 $+777.460 $4.740.448 $+910.089 $3.830.359 $-211.991 $4.042.350 $+4.042.350 $
PEPSICO INCPEP5.448.477 $+421.260 $5.027.217 $+392.072 $4.635.145 $-394.892 $5.030.037 $+5.030.037 $
Accenture plcACN3.455.972 $-191.735 $3.647.707 $-844.012 $4.491.719 $-63.129 $4.554.848 $+4.554.848 $
ROPER TECHNOLOGIES INCROP2.508.308 $-119.788 $2.628.096 $-598.924 $3.227.020 $-139.482 $3.366.502 $+3.366.502 $
COPART INCCPRT2.314.274 $-101.335 $2.415.609 $-461.561 $2.877.170 $-461.866 $3.339.036 $+3.339.036 $
Mastercard IncMA3.041.078 $-32.771 $3.073.849 $+37.125 $3.036.724 $+64.269 $2.972.455 $+2.972.455 $
LKQ CORPLKQ1.838.990 $-1.222.741 $3.061.731 $+3.061.731 $
UNITEDHEALTH GROUP INCUNH2.826.072 $-62.363 $2.888.435 $+2.888.435 $
FACTSET RESEARCH SYSTEMS INCFDS1.112.588 $-539.313 $1.651.901 $-1.140.021 $2.791.922 $-62.308 $2.854.230 $+2.854.230 $
AMAZON COM INCAMZN2.835.393 $+780.877 $2.054.516 $+88.562 $1.965.954 $+312.785 $1.653.169 $+1.653.169 $
ENERPAC TOOL GROUP CORPEPAC1.640.231 $-380.414 $2.020.645 $-265.926 $2.286.571 $-257.710 $2.544.281 $+2.544.281 $
EMERSON ELECTRIC COEMR2.417.562 $+2.417.562 $
ELI LILLY & CoLLY2.193.422 $+659.029 $1.534.393 $-33.242 $1.567.635 $-93.270 $1.660.905 $+1.660.905 $
ROLLINS INCROL1.745.682 $-227.747 $1.973.429 $-101.304 $2.074.733 $+75.947 $1.998.786 $+1.998.786 $
RESMED INCRMD1.449.797 $-387.752 $1.837.549 $+6.265 $1.831.284 $+235.905 $1.595.379 $+1.595.379 $
Hyatt Hotels CorpH1.597.268 $-42.449 $1.639.717 $-165.539 $1.805.256 $+186.173 $1.619.083 $+1.619.083 $
SHERWIN WILLIAMS COSHW1.525.209 $-144.457 $1.669.666 $-18.978 $1.688.644 $-28.672 $1.717.316 $+1.717.316 $
Monster Beverage CorpMNST1.539.534 $+50.637 $1.488.897 $+60.016 $1.428.881 $+90.002 $1.338.879 $+1.338.879 $
TYLER TECHNOLOGIES INCTYL858.873 $-284.755 $1.143.628 $-284.524 $1.428.152 $+20.025 $1.408.127 $+1.408.127 $
NASDAQ, INC.NDAQ1.399.935 $+219.127 $1.180.808 $-119.448 $1.300.256 $+185.178 $1.115.078 $+1.115.078 $
BERKSHIRE HATHAWAY INCBRK-B1.381.282 $+99.295 $1.281.987 $+43.273 $1.238.714 $-71.433 $1.310.147 $+1.310.147 $
NOVARTIS AGNVS1.205.949 $+84.234 $1.121.715 $+20.524 $1.101.191 $+87.726 $1.013.465 $+1.013.465 $
REPLIGEN CORPRGEN858.790 $-222.868 $1.081.658 $-52.314 $1.133.972 $-52.795 $1.186.767 $+1.186.767 $
BIO-TECHNE CorpTECH428.901 $-383.408 $812.309 $-1.321 $813.630 $-122.046 $935.676 $+935.676 $
Palo Alto Networks IncPANW873.108 $-56.417 $929.525 $+19.491 $910.034 $+153.758 $756.276 $+756.276 $
ADVANCED MICRO DEVICES INCAMD827.300 $+250.195 $577.105 $+113.234 $463.871 $+130.993 $332.878 $+332.878 $
EXXON MOBIL CORPXOM654.770 $+41.297 $613.473 $+26.933 $586.540 $-60.558 $647.098 $+647.098 $
Zoetis Inc.ZTS544.172 $+544.172 $
LINDE PLCLIN497.597 $+497.597 $
PALATIN TECHNOLOGIES INCPTNT496.100 $+273.730 $222.370 $+222.370 $
NICOLET BANKSHARES INCNIC331.865 $-31.359 $363.224 $-6.823 $370.047 $+3.958 $366.089 $+366.089 $
CHEVRON CORPCVX208.649 $-72.271 $280.920 $+20.028 $260.892 $-41.736 $302.628 $+302.628 $
BOEING COBA272.486 $+1.619 $270.867 $+7.907 $262.960 $+48.920 $214.040 $+214.040 $
BUCKLE INCBKE218.755 $-26.033 $244.788 $+244.788 $
Walt Disney CoDIS217.762 $+217.762 $
MOVADO GROUP INCMOV215.025 $+13.545 $201.480 $+39.510 $161.970 $-15.613 $177.583 $+177.583 $
ARBOR REALTY TRUST INCABR158.132 $+19.556 $138.576 $-13.598 $152.174 $+152.174 $
245.675.985 $+818.690 $245.015.427 $+14.514.756 $232.557.423 $+10.318.873 $224.656.112 $+224.656.112 $
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