Investments: Capital Group Private Client Services, 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. ($)
4.835.633.614 $+250.531.404 $4.587.660.996 $-5.734.640.411 $10.337.026.196 $+1.072.228.599 $9.274.589.084 $+9.274.589.084 $
BANK OF AMERICA CORP /DE/BAC3.177.016.407 $+96.143.343 $3.080.873.064 $-2.877.577.555 $5.958.450.619 $+757.623.873 $5.200.826.746 $+5.200.826.746 $
ALPHA PRO TECH LTDAPT543.470.852 $+104.241.437 $439.229.415 $-124.088.790 $563.318.205 $+43.072.833 $520.245.372 $+520.245.372 $
MICROSOFT CORPMSFT118.977.774 $-12.780.419 $131.758.193 $-367.859.376 $499.617.569 $+126.242.239 $373.375.330 $+373.375.330 $
APPFOLIO INCAPPF80.155.474 $+7.210.345 $72.945.129 $-156.425.323 $229.370.452 $-49.661.517 $279.031.969 $+279.031.969 $
GENERAL ELECTRIC COGE63.524.411 $-358.326 $63.882.737 $-168.903.096 $232.785.833 $+48.979.081 $183.806.752 $+183.806.752 $
AMAZON COM INCAMZN72.001.298 $-1.612.399 $73.613.697 $-139.764.621 $213.378.318 $+10.450.770 $202.927.548 $+202.927.548 $
JPMORGAN CHASE & COJPM54.940.443 $-732.952 $55.673.395 $-157.219.315 $212.892.710 $+31.504.719 $181.387.991 $+181.387.991 $
Constellation Energy CorpCEG42.590.231 $+1.232.714 $41.357.517 $-147.111.405 $188.468.922 $+68.074.643 $120.394.279 $+120.394.279 $
UNITEDHEALTH GROUP INCUNH15.833.726 $-287.986 $16.121.712 $-54.875.082 $70.996.794 $-61.771.060 $132.767.854 $+132.767.854 $
LINDE PLCLIN24.684.143 $-3.266.757 $27.950.900 $-90.987.524 $118.938.424 $-1.883.402 $120.821.826 $+120.821.826 $
KLA CORPKLAC35.556.886 $+3.140.642 $32.416.244 $-84.495.741 $116.911.985 $+35.444.753 $81.467.232 $+81.467.232 $
AbbVie Inc.ABBV13.974.448 $+1.217.752 $12.756.696 $-36.295.988 $49.052.684 $-43.917.835 $92.970.519 $+92.970.519 $
ELI LILLY & CoLLY23.605.346 $+6.428.690 $17.176.656 $-52.097.076 $69.273.732 $-22.362.655 $91.636.387 $+91.636.387 $
Mastercard IncMA21.159.096 $-865.227 $22.024.323 $-69.405.563 $91.429.886 $+1.559.035 $89.870.851 $+89.870.851 $
TransDigm Group INCTDG18.652.476 $-228.161 $18.880.637 $-69.556.601 $88.437.238 $+6.267.175 $82.170.063 $+82.170.063 $
AMGEN INCAMGN24.316.187 $+4.728.121 $19.588.066 $-65.832.604 $85.420.670 $+24.415.130 $61.005.540 $+61.005.540 $
MERCADOLIBRE INCMELI21.498.197 $-4.995.692 $26.493.889 $-58.511.813 $85.005.702 $+19.788.118 $65.217.584 $+65.217.584 $
RTX CorpRTX20.445.799 $+1.315.295 $19.130.504 $-64.760.172 $83.890.676 $+6.236.402 $77.654.274 $+77.654.274 $
HEICO CORPHEI17.775.679 $-1.309.808 $19.085.487 $-62.327.908 $81.413.395 $+13.485.549 $67.927.846 $+67.927.846 $
Aon plcAON15.022.454 $-947.694 $15.970.148 $-47.958.418 $63.928.566 $-10.000.493 $73.929.059 $+73.929.059 $
FEDEX CORPFDX4.133.298 $+274.503 $3.858.795 $-41.475.229 $45.334.024 $-27.706.121 $73.040.145 $+73.040.145 $
ATMOS ENERGY CORPATO17.869.526 $+130.991 $17.738.535 $-53.195.678 $70.934.213 $+306.302 $70.627.911 $+70.627.911 $
Accenture plcACN9.873.172 $+1.262.147 $8.611.025 $-51.268.000 $59.879.025 $-5.220.632 $65.099.657 $+65.099.657 $
CONOCOPHILLIPSCOP10.120.458 $-2.452.161 $12.572.619 $-38.932.180 $51.504.799 $-10.420.619 $61.925.418 $+61.925.418 $
CHIPOTLE MEXICAN GRILL INCCMG8.461.567 $-2.098.845 $10.560.412 $-46.980.223 $57.540.635 $+20.412.980 $37.127.655 $+37.127.655 $
WELLTOWER INC.WELL19.721.805 $+718.542 $19.003.263 $-38.034.718 $57.037.981 $+466.261 $56.571.720 $+56.571.720 $
PAYCHEX INCPAYX4.965.536 $-929.058 $5.894.594 $-46.692.396 $52.586.990 $-3.702.994 $56.289.984 $+56.289.984 $
RAYMOND JAMES FINANCIAL INCRJF53.389.555 $+18.250.333 $35.139.222 $+15.914.327 $19.224.895 $+17.024.931 $2.199.964 $+2.199.964 $
CENTERPOINT ENERGY INCCNP10.693.716 $-348.337 $11.042.053 $-38.579.891 $49.621.944 $-2.662.674 $52.284.618 $+52.284.618 $
TC ENERGY CORPTRP12.477.374 $-932.117 $13.409.491 $-37.572.306 $50.981.797 $+204.213 $50.777.584 $+50.777.584 $
NETFLIX INCNFLX8.478.998 $-5.665.860 $14.144.858 $-30.895.440 $45.040.298 $+13.814.531 $31.225.767 $+31.225.767 $
RYANAIR HOLDINGS PLCRYAAY18.340.447 $+2.218.650 $16.121.797 $-28.584.275 $44.706.072 $+11.286.480 $33.419.592 $+33.419.592 $
SEMPRASRE10.371.691 $-271.863 $10.643.554 $-29.108.352 $39.751.906 $-1.719.823 $41.471.729 $+41.471.729 $
MICRON TECHNOLOGY INCMU19.954.440 $+7.437.733 $12.516.707 $-26.605.308 $39.122.015 $+10.790.662 $28.331.353 $+28.331.353 $
ISHARES GOLD TRUSTIAU33.894.644 $+5.060.259 $28.834.385 $+5.157.353 $23.677.032 $+5.186.351 $18.490.681 $+18.490.681 $
CSX CORPCSX6.408.819 $-384.351 $6.793.170 $-17.992.089 $24.785.259 $-7.688.462 $32.473.721 $+32.473.721 $
AramarkARMK4.913.217 $-1.698.341 $6.611.558 $-25.199.384 $31.810.942 $+5.494.551 $26.316.391 $+26.316.391 $
ATI INCATI7.271.997 $+1.021.018 $6.250.979 $-23.711.332 $29.962.311 $+11.620.279 $18.342.032 $+18.342.032 $
ANALOG DEVICES INCADI581.995 $-220.216 $802.211 $-28.763.681 $29.565.892 $+2.633.065 $26.932.827 $+26.932.827 $
TotalEnergies SETTE28.116.533 $+27.607.733 $508.800 $+508.800 $
EXXON MOBIL CORPXOM6.605.463 $+258.991 $6.346.472 $-21.067.068 $27.413.540 $+14.637.960 $12.775.580 $+12.775.580 $
Roblox CorpRBLX5.768.121 $-4.412.545 $10.180.666 $-17.130.411 $27.311.077 $+27.311.077 $
YUM BRANDS INCYUM6.141.514 $-167.854 $6.309.368 $-18.825.739 $25.135.107 $-2.064.648 $27.199.755 $+27.199.755 $
HERSHEY COHSY3.716.214 $-226.426 $3.942.640 $-12.161.480 $16.104.120 $-10.929.053 $27.033.173 $+27.033.173 $
NVIDIA CORPNVDA25.895.339 $-12.227 $25.907.566 $-948.206 $26.855.772 $+8.478.426 $18.377.346 $+18.377.346 $
MORGAN STANLEYMS6.178.754 $+586.223 $5.592.531 $-19.005.287 $24.597.818 $+3.665.703 $20.932.115 $+20.932.115 $
ASTRAZENECA PLCAZN7.724.602 $+550.054 $7.174.548 $-14.432.234 $21.606.782 $-1.918.022 $23.524.804 $+23.524.804 $
SHERWIN WILLIAMS COSHW4.921.044 $-447.371 $5.368.415 $-17.546.241 $22.914.656 $+444.443 $22.470.213 $+22.470.213 $
EQT CorpEQT4.363.093 $-221.382 $4.584.475 $-17.822.943 $22.407.418 $+9.469.806 $12.937.612 $+12.937.612 $
CMS ENERGY CORPCMS421.188 $-193.024 $614.212 $-19.631.205 $20.245.417 $-2.087.114 $22.332.531 $+22.332.531 $
FREEPORT-MCMORAN INCFCX289.605 $-5.189.547 $5.479.152 $-16.350.651 $21.829.803 $+2.434.996 $19.394.807 $+19.394.807 $
SAIA INCSAIA2.912.885 $+166.556 $2.746.329 $-8.566.992 $11.313.321 $-8.617.817 $19.931.138 $+19.931.138 $
COMCAST CORPCMCSA3.321.945 $-430.074 $3.752.019 $-11.206.124 $14.958.143 $-1.053.210 $16.011.353 $+16.011.353 $
DARDEN RESTAURANTS INCDRI360.863 $-131.598 $492.461 $-12.845.996 $13.338.457 $-1.388.820 $14.727.277 $+14.727.277 $
EQUIFAX INCEFX3.067.586 $-10.917.904 $13.985.490 $+445.990 $13.539.500 $+13.539.500 $
BARRICK MINING CORPB13.247.488 $+5.352.792 $7.894.696 $+6.281.000 $1.613.696 $+1.613.696 $
AES CORPAES3.110.260 $+33.373 $3.076.887 $-7.150.320 $10.227.207 $-2.610.006 $12.837.213 $+12.837.213 $
PG&E CorpPCG546.734 $+9.147 $537.587 $-9.181.116 $9.718.703 $-2.603.394 $12.322.097 $+12.322.097 $
BlackRock, Inc.BLK7.522.617 $+638.024 $6.884.593 $-1.552.796 $8.437.389 $-3.467.637 $11.905.026 $+11.905.026 $
Eaton Corp plcETN10.884.982 $+2.385.673 $8.499.309 $+8.499.309 $
EQUINIX INCEQIX1.133.917 $-28.411 $1.162.328 $-130.351 $1.292.679 $-8.601.910 $9.894.589 $+9.894.589 $
Veralto CorpVLTO9.161.632 $+9.161.632 $
NICOLET BANKSHARES INCNIC524.333 $-73.532 $597.865 $-8.166.624 $8.764.489 $+566.301 $8.198.188 $+8.198.188 $
CHEVRON CORPCVX560.716 $-12.925 $573.641 $-43.937 $617.578 $-5.674.868 $6.292.446 $+6.292.446 $
Strategy IncMSTR492.774 $-575.997 $1.068.771 $-4.897.260 $5.966.031 $+1.689.546 $4.276.485 $+4.276.485 $
South Bow CorpSOBO2.925.020 $-394.307 $3.319.327 $-2.488.104 $5.807.431 $-12.568 $5.819.999 $+5.819.999 $
ASML HOLDING NVASML3.710.274 $-593.854 $4.304.128 $-1.297.588 $5.601.716 $+1.329.078 $4.272.638 $+4.272.638 $
COCA COLA COKO1.397.431 $+357.202 $1.040.229 $-3.902.295 $4.942.524 $+77.019 $4.865.505 $+4.865.505 $
STARBUCKS CORPSBUX3.550.378 $+2.960.716 $589.662 $-3.984.691 $4.574.353 $+256.235 $4.318.118 $+4.318.118 $
EAST WEST BANCORP INCEWBC775.491 $+40.986 $734.505 $-3.804.849 $4.539.354 $+431.936 $4.107.418 $+4.107.418 $
TE Connectivity plcTEL3.426.983 $+143.253 $3.283.730 $-538.838 $3.822.568 $+3.822.568 $
CATERPILLAR INCCAT3.730.529 $+3.730.529 $
SPS COMMERCE INCSPSC3.500.606 $+701.991 $2.798.615 $+473.981 $2.324.634 $+51.498 $2.273.136 $+2.273.136 $
SOUTHERN COSO231.778 $-395.126 $626.904 $-2.535.170 $3.162.074 $-131.299 $3.293.373 $+3.293.373 $
SAP SESAP836.096 $-579.850 $1.415.946 $-1.264.696 $2.680.642 $+259.582 $2.421.060 $+2.421.060 $
HUMANA INCHUM2.021.634 $-201.519 $2.223.153 $+2.223.153 $
SBA COMMUNICATIONS CORPSBAC1.918.408 $+110.146 $1.808.262 $+1.808.262 $
GARTNER INCIT1.540.169 $-77.533 $1.617.702 $+1.617.702 $
VAIL RESORTS INCMTN1.412.599 $-48.544 $1.461.143 $+1.461.143 $
Public StoragePSA1.277.778 $+1.277.778 $
INTEL CORPINTC1.045.303 $+84.230 $961.073 $+961.073 $
BERKSHIRE HATHAWAY INCBRK-B754.800 $+600 $754.200 $+25.400 $728.800 $-69.642 $798.442 $+798.442 $
Smurfit Westrock plcSW548.225 $-162.353 $710.578 $+710.578 $
STATE STREET CORPSTT582.093 $+58.656 $523.437 $+5.987 $517.450 $-186.345 $703.795 $+703.795 $
JOHNSON & JOHNSONJNJ607.812 $+607.812 $
Sony Group CorpSONY344.192 $-228.729 $572.921 $+572.921 $
WATSCO INCWSO230.474 $-232.854 $463.328 $+463.328 $
Edwards Lifesciences CorpEW432.047 $+37.909 $394.138 $-2.230 $396.368 $+29.039 $367.329 $+367.329 $
EXELON CORPEXC416.938 $+416.938 $
Churchill Downs IncCHDN398.630 $+398.630 $
DOLLAR GENERAL CORPDG304.840 $+67.548 $237.292 $-25.324 $262.616 $+3.135 $259.481 $+259.481 $
CVS HEALTH CorpCVS271.252 $+13.569 $257.683 $+21.909 $235.774 $+4.204 $231.570 $+231.570 $
BP PLCBP231.225 $+231.225 $
Amcor plcAMCR171.887 $+171.887 $
4.835.633.614 $+250.531.404 $4.587.660.996 $-5.734.640.411 $10.337.026.196 $+1.072.228.599 $9.274.589.084 $+9.274.589.084 $
Erweiterte Einstellungen ×