Investments: CFS Investment Advisory Services, 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. ($)
1.021.989.727 $+6.819.740 $1.015.806.585 $+1.014.876.331 $929.739 $+60.425 $870.870 $+870.870 $
BANK OF AMERICA CORP /DE/BAC742.722.869 $-129.547 $742.852.416 $+742.181.468 $670.948 $+39.316 $631.632 $+631.632 $
BlackRock, Inc.BLK105.658.711 $+1.248.093 $104.410.618 $+104.300.721 $109.897 $+12.193 $97.704 $+97.704 $
APPFOLIO INCAPPF17.671.722 $+1.931.713 $15.740.009 $+15.728.037 $11.972 $-1.197 $13.169 $+13.169 $
NVIDIA CORPNVDA8.866.963 $-187.888 $9.054.851 $+9.047.428 $7.423 $+2.515 $4.908 $+4.908 $
MICROSOFT CORPMSFT7.378.161 $-584.435 $7.962.596 $+7.955.406 $7.190 $+1.891 $5.299 $+5.299 $
MORGAN STANLEYMS7.020.446 $+491.968 $6.528.478 $+6.524.317 $4.161 $+3.451 $710 $+710 $
JOHNSON & JOHNSONJNJ5.988.460 $-365.811 $6.354.271 $+6.349.416 $4.855 $-1.098 $5.953 $+5.953 $
JPMORGAN CHASE & COJPM5.648.194 $+698.745 $4.949.449 $+4.944.822 $4.627 $+779 $3.848 $+3.848 $
AbbVie Inc.ABBV5.628.623 $+59.055 $5.569.568 $+5.565.092 $4.476 $-687 $5.163 $+5.163 $
Walmart Inc.WMT5.557.911 $+305.787 $5.252.124 $+5.247.318 $4.806 $+453 $4.353 $+4.353 $
ELI LILLY & CoLLY5.235.733 $+1.609.614 $3.626.119 $+3.622.591 $3.528 $-13 $3.541 $+3.541 $
EXXON MOBIL CORPXOM5.146.821 $+232.227 $4.914.594 $+4.910.311 $4.283 $-502 $4.785 $+4.785 $
PROCTER & GAMBLE CoPG4.136.500 $-128.950 $4.265.450 $+4.261.029 $4.421 $-368 $4.789 $+4.789 $
ALPHA PRO TECH LTDAPT4.206.394 $+722.067 $3.484.327 $+3.481.996 $2.331 $+339 $1.992 $+1.992 $
CINTAS CORPCTAS3.963.575 $-50.152 $4.013.727 $+4.008.936 $4.791 $+346 $4.445 $+4.445 $
BERKSHIRE HATHAWAY INCBRK-B3.726.144 $+183.516 $3.542.628 $+3.539.146 $3.482 $-203 $3.685 $+3.685 $
AMAZON COM INCAMZN3.504.540 $+155.291 $3.349.249 $+3.346.409 $2.840 $+397 $2.443 $+2.443 $
COCA COLA COKO3.256.268 $+138.000 $3.118.268 $+3.115.087 $3.181 $-66 $3.247 $+3.247 $
AFLAC INCAFL3.235.998 $+98.937 $3.137.061 $+3.133.986 $3.075 $-264 $3.339 $+3.339 $
AMGEN INCAMGN3.022.708 $+388.407 $2.634.301 $+2.631.826 $2.475 $-311 $2.786 $+2.786 $
LINDE PLCLIN2.836.346 $-150.070 $2.986.416 $+2.983.250 $3.166 $+69 $3.097 $+3.097 $
NEXTERA ENERGY INCNEE2.788.927 $-37.373 $2.826.300 $+2.824.042 $2.258 $+166 $2.092 $+2.092 $
CARDINAL HEALTH INCCAH2.737.260 $+566.315 $2.170.945 $+2.168.651 $2.294 $+358 $1.936 $+1.936 $
ORACLE CORPORCL1.850.086 $-812.366 $2.662.452 $+2.660.437 $2.015 $+826 $1.189 $+1.189 $
PEPSICO INCPEP2.234.032 $-402.784 $2.636.816 $+2.634.853 $1.963 $-252 $2.215 $+2.215 $
MCDONALDS CORPMCD2.636.670 $+57.637 $2.579.033 $+2.576.634 $2.399 $-196 $2.595 $+2.595 $
NUCOR CORPNUE2.491.831 $+362.092 $2.129.739 $+2.127.741 $1.998 $-153 $2.151 $+2.151 $
GENERAL DYNAMICS CORPGD2.357.967 $-123.380 $2.481.347 $+2.479.283 $2.064 $+92 $1.972 $+1.972 $
PENTAIR plcPNR2.318.365 $-126.310 $2.444.675 $+2.442.297 $2.378 $+406 $1.972 $+1.972 $
DOVER CorpDOV2.417.462 $+189.651 $2.227.811 $+2.225.503 $2.308 $+92 $2.216 $+2.216 $
EMERSON ELECTRIC COEMR2.408.735 $-7.633 $2.416.368 $+2.413.946 $2.422 $+375 $2.047 $+2.047 $
CITIGROUP INCC2.394.129 $+384.252 $2.009.877 $+2.008.171 $1.706 $+304 $1.402 $+1.402 $
SHERWIN WILLIAMS COSHW2.369.631 $-21.141 $2.390.772 $+2.388.311 $2.461 $-69 $2.530 $+2.530 $
PALATIN TECHNOLOGIES INCPTNT1.527.584 $-89.221 $1.616.805 $+1.615.659 $1.146 $+525 $621 $+621 $
RTX CorpRTX1.578.427 $+70.000 $1.508.427 $+1.507.230 $1.197 $+239 $958 $+958 $
UNITEDHEALTH GROUP INCUNH1.321.760 $-231.915 $1.553.675 $+1.552.563 $1.112 $-427 $1.539 $+1.539 $
CATERPILLAR INCCAT1.546.464 $+405.081 $1.141.383 $+1.140.564 $819 $+141 $678 $+678 $
ROPER TECHNOLOGIES INCROP1.329.603 $-146.537 $1.476.140 $+1.474.336 $1.804 $-159 $1.963 $+1.963 $
SYSCO CORPSYY1.368.497 $-97.595 $1.466.092 $+1.464.681 $1.411 $-73 $1.484 $+1.484 $
GOLDMAN SACHS GROUP INCGS1.374.756 $+197.368 $1.177.388 $+1.176.476 $912 $+222 $690 $+690 $
GENUINE PARTS COGPC1.241.896 $-87.044 $1.328.940 $+1.327.713 $1.227 $-32 $1.259 $+1.259 $
Archer-Daniels-Midland CoADM1.063.852 $-260.695 $1.324.547 $+1.323.457 $1.090 $+58 $1.032 $+1.032 $
Duke Energy CORPDUK1.224.376 $-28.181 $1.252.557 $+1.251.415 $1.142 $-33 $1.175 $+1.175 $
SOUTHERN COSO1.113.021 $-119.996 $1.233.017 $+1.231.888 $1.129 $+31 $1.098 $+1.098 $
Medtronic plcMDT1.166.553 $+21.437 $1.145.116 $+1.144.068 $1.048 $-132 $1.180 $+1.180 $
CHEVRON CORPCVX1.023.128 $-63.459 $1.086.587 $+1.085.608 $979 $-906 $1.885 $+1.885 $
MCCORMICK & CO INCMKC904.433 $-84.746 $989.179 $+988.027 $1.152 $-130 $1.282 $+1.282 $
COLGATE PALMOLIVE COCL932.673 $+85.983 $846.690 $+845.684 $1.006 $-131 $1.137 $+1.137 $
ANALOG DEVICES INCADI922.622 $+101.487 $821.135 $+820.338 $797 $+199 $598 $+598 $
NETFLIX INCNFLX758.893 $-162.836 $921.729 $+920.568 $1.161 $+413 $748 $+748 $
AT&T INC.T653.118 $-136.184 $789.302 $+788.618 $684 $-11 $695 $+695 $
BECTON DICKINSON & COBDX731.450 $+8.943 $722.507 $+721.836 $671 $-338 $1.009 $+1.009 $
COMCAST CORPCMCSA717.140 $+112.225 $604.915 $+603.756 $1.159 $-99 $1.258 $+1.258 $
PRICE T ROWE GROUP INCTROW567.390 $-140.685 $708.075 $+707.400 $675 $-55 $730 $+730 $
Phillips 66PSX675.653 $-17.469 $693.122 $+692.536 $586 $+1 $585 $+585 $
TARGET CORPTGT667.437 $+38.911 $628.526 $+627.654 $872 $-170 $1.042 $+1.042 $
CONOCOPHILLIPSCOP654.708 $+28.551 $626.157 $+625.548 $609 $+21 $588 $+588 $
SMITH A O CORPAOS565.939 $-72.144 $638.083 $+637.471 $612 $-201 $813 $+813 $
LAM RESEARCH CORPLRCX620.356 $+40.787 $579.569 $+579.162 $407 $+104 $303 $+303 $
Mastercard IncMA588.006 $-28.689 $616.695 $+616.101 $594 $+39 $555 $+555 $
PFIZER INCPFE515.579 $-63.281 $578.860 $+578.295 $565 $-32 $597 $+597 $
BOEING COBA516.746 $-32.202 $548.948 $+548.461 $487 $+99 $388 $+388 $
LOCKHEED MARTIN CORPLMT509.305 $+83.115 $426.190 $+425.835 $355 $+47 $308 $+308 $
FIFTH THIRD BANCORPFITB506.110 $+56.193 $449.917 $+449.499 $418 $+33 $385 $+385 $
Parker-Hannifin CorpPH352.463 $-147.021 $499.484 $+499.018 $466 $+120 $346 $+346 $
FASTENAL COFAST396.203 $-36.527 $432.730 $+432.249 $481 $+110 $371 $+371 $
INTEL CORPINTC428.415 $+428.180 $235 $+235 $
ISHARES GOLD TRUSTIAU426.954 $+45.352 $381.602 $+381.297 $305 $+15 $290 $+290 $
Shell plcSHEL405.389 $-13.020 $418.409 $+418.017 $392 $-44 $436 $+436 $
REALTY INCOME CORPO356.315 $-57.736 $414.051 $+413.647 $404 $-65 $469 $+469 $
UNITED PARCEL SERVICE INCUPS402.315 $+30.060 $372.255 $+371.835 $420 $-74 $494 $+494 $
STRYKER CORPSYK391.538 $+149.101 $242.437 $+242.206 $231 $+231 $
XCEL ENERGY INCXEL384.737 $+38.738 $345.999 $+345.755 $244 $+20 $224 $+224 $
Bank of New York Mellon CorpBK382.168 $+36.816 $345.352 $+345.075 $277 $+33 $244 $+244 $
Accenture plcACN379.376 $+64.613 $314.763 $+314.386 $377 $+10 $367 $+367 $
AMERICAN EXPRESS COAXP363.661 $-15.710 $379.371 $+379.103 $268 $+268 $
Walt Disney CoDIS375.669 $+156.218 $219.451 $+219.205 $246 $+21 $225 $+225 $
YUM BRANDS INCYUM369.880 $+2.802 $367.078 $+366.713 $365 $-25 $390 $+390 $
CONSOLIDATED EDISON INCED354.817 $+26.239 $328.578 $+328.322 $256 $-25 $281 $+281 $
NATIONAL FUEL GAS CONFG347.220 $-7.108 $354.328 $+353.961 $367 $+367 $
Eaton Corp plcETN312.777 $-41.312 $354.089 $+353.693 $396 $+186 $210 $+210 $
GENERAL ELECTRIC COGE351.154 $+53.361 $297.793 $+297.550 $243 $+243 $
VERIZON COMMUNICATIONS INCVZ311.055 $-35.569 $346.624 $+346.218 $406 $-20 $426 $+426 $
NOVARTIS AGNVS338.471 $+18.437 $320.034 $+319.674 $360 $+86 $274 $+274 $
CVS HEALTH CorpCVS326.566 $-9.757 $336.323 $+336.323 $
STEEL DYNAMICS INCSTLD327.716 $+31.911 $295.805 $+295.556 $249 $+8 $241 $+241 $
KLA CORPKLAC312.276 $-15.365 $327.641 $+327.375 $266 $+266 $
ALBEMARLE CORPALB288.538 $+288.197 $341 $+341 $
NICOLET BANKSHARES INCNIC215.786 $-58.235 $274.021 $+273.769 $252 $+252 $
Northwest Natural Holding CoNWN259.874 $-5.727 $265.601 $+265.380 $221 $-17 $238 $+238 $
ADVANCED MICRO DEVICES INCAMD250.996 $-11.788 $262.784 $+262.784 $
STATE STREET CORPSTT251.053 $+31.818 $219.235 $+219.235 $
MICRON TECHNOLOGY INCMU241.457 $+241.457 $
EVERSOURCE ENERGYES207.646 $-23.234 $230.880 $+230.600 $280 $+280 $
MICROCHIP TECHNOLOGY INCMCHP208.524 $+208.297 $227 $+227 $
BROWN FORMAN CORPBF-A273 $+273 $
BROWN & BROWN, INC.BRO223 $+223 $
NORDSON CORPNDSN204 $+204 $
1.021.989.727 $+6.819.740 $1.015.806.585 $+1.014.876.331 $929.739 $+60.425 $870.870 $+870.870 $
Erweiterte Einstellungen ×