Investments: Alan B Lancz & Associates, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
113.828.894 $+14.836.212 $99.928.055 $+6.083.803 $93.844.252 $+93.844.252 $
BANK OF AMERICA CORP /DE/BAC39.137.998 $+1.121.768 $38.016.230 $+1.741.857 $36.274.373 $+36.274.373 $
ALPHA PRO TECH LTDAPT13.261.233 $+5.772.907 $7.488.326 $+526.435 $6.961.891 $+6.961.891 $
APPFOLIO INCAPPF10.724.613 $+2.655.271 $8.069.342 $-887.384 $8.956.726 $+8.956.726 $
MICROSOFT CORPMSFT5.316.435 $-524.651 $5.841.086 $+1.526.728 $4.314.358 $+4.314.358 $
AMGEN INCAMGN3.348.382 $+464.142 $2.884.240 $-334.072 $3.218.312 $+3.218.312 $
NVIDIA CORPNVDA2.541.249 $-583.234 $3.124.483 $+955.148 $2.169.335 $+2.169.335 $
BERKSHIRE HATHAWAY INCBRK-B2.733.914 $+62.664 $2.671.250 $-375.108 $3.046.358 $+3.046.358 $
AMAZON COM INCAMZN2.359.673 $+128.257 $2.231.416 $+356.593 $1.874.823 $+1.874.823 $
Allison Transmission Holdings IncALSN2.273.238 $+64.720 $2.208.518 $-15.810 $2.224.328 $+2.224.328 $
GOLDMAN SACHS GROUP INCGS1.925.010 $+350.266 $1.574.744 $+359.248 $1.215.496 $+1.215.496 $
ELI LILLY & CoLLY1.687.248 $+494.567 $1.192.681 $-70.962 $1.263.643 $+1.263.643 $
JPMORGAN CHASE & COJPM1.419.702 $+127.863 $1.291.839 $+198.782 $1.093.057 $+1.093.057 $
JOHNSON & JOHNSONJNJ1.305.234 $+341.839 $963.395 $-90.850 $1.054.245 $+1.054.245 $
Walt Disney CoDIS1.090.713 $-159.680 $1.250.393 $+176.240 $1.074.153 $+1.074.153 $
PRICESMART INCPSMT1.234.061 $+177.358 $1.056.703 $+172.932 $883.771 $+883.771 $
COMCAST CORPCMCSA957.586 $-203.660 $1.161.246 $-39.370 $1.200.616 $+1.200.616 $
AbbVie Inc.ABBV1.170.783 $+219.666 $951.117 $-122.464 $1.073.581 $+1.073.581 $
NEXTERA ENERGY INCNEE1.050.946 $+142.168 $908.778 $-19.243 $928.021 $+928.021 $
ORACLE CORPORCL1.007.490 $-2.362 $1.009.852 $+378.050 $631.802 $+631.802 $
Medtronic plcMDT942.157 $+78.476 $863.681 $-26.652 $890.333 $+890.333 $
BARRICK MINING CORPB930.228 $+485.512 $444.716 $+444.716 $
NETFLIX INCNFLX847.122 $+847.122 $
ALLSTATE CORPALL832.600 $+27.360 $805.240 $-23.040 $828.280 $+828.280 $
MICRON TECHNOLOGY INCMU742.066 $+372.316 $369.750 $+109.080 $260.670 $+260.670 $
UNITED PARCEL SERVICE INCUPS631.841 $-11.147 $642.988 $-57.649 $700.637 $+700.637 $
CATERPILLAR INCCAT658.801 $+212.359 $446.442 $+67.172 $379.270 $+379.270 $
EQUINIX INCEQIX615.227 $+615.227 $
COCA COLA COKO429.947 $-160.816 $590.763 $-21.588 $612.351 $+612.351 $
FEDEX CORPFDX592.163 $+126.177 $465.986 $-33.763 $499.749 $+499.749 $
MCCORMICK & CO INCMKC439.310 $-49.729 $489.039 $-41.861 $530.900 $+530.900 $
GSK plcGSK471.765 $+96.213 $375.552 $-31.218 $406.770 $+406.770 $
LOCKHEED MARTIN CORPLMT471.579 $+20.017 $451.562 $+16.019 $435.543 $+435.543 $
TECK RESOURCES LTDTECK457.350 $+59.607 $397.743 $+38.907 $358.836 $+358.836 $
SEMPRASRE454.620 $+26.460 $428.160 $+428.160 $
nVent Electric plcNVT452.951 $+127.574 $325.377 $+92.527 $232.850 $+232.850 $
Zoetis Inc.ZTS449.807 $+449.807 $
EXXON MOBIL CORPXOM447.304 $+47.258 $400.046 $-41.304 $441.350 $+441.350 $
KINROSS GOLD CORPKGC428.032 $+190.456 $237.576 $+45.904 $191.672 $+191.672 $
CHEVRON CORPCVX424.310 $+128.336 $295.974 $-49.815 $345.789 $+345.789 $
PFIZER INCPFE360.901 $-35.520 $396.421 $-21.300 $417.721 $+417.721 $
VERIZON COMMUNICATIONS INCVZ307.349 $-89.005 $396.354 $-19.144 $415.498 $+415.498 $
PENTAIR plcPNR389.692 $-25.260 $414.952 $+61.357 $353.595 $+353.595 $
UNITEDHEALTH GROUP INCUNH348.267 $-58.854 $407.121 $+407.121 $
BECTON DICKINSON & COBDX293.046 $+7.111 $285.935 $-117.211 $403.146 $+403.146 $
SMITH A O CORPAOS387.904 $+7.598 $380.306 $+1.218 $379.088 $+379.088 $
ENBRIDGE INCENB387.089 $+20.314 $366.775 $+8.174 $358.601 $+358.601 $
PEPSICO INCPEP367.268 $+29.773 $337.495 $-45.752 $383.247 $+383.247 $
CINTAS CORPCTAS300.912 $-55.680 $356.592 $+27.744 $328.848 $+328.848 $
PALATIN TECHNOLOGIES INCPTNT346.613 $+26.261 $320.352 $+320.352 $
CONOCOPHILLIPSCOP280.082 $-10.856 $290.938 $-49.537 $340.475 $+340.475 $
HOLOGIC INCHOLX320.307 $+30.345 $289.962 $+15.085 $274.877 $+274.877 $
DEERE & CODE290.982 $-26.825 $317.807 $+24.463 $293.344 $+293.344 $
LINDE PLCLIN286.108 $-28.712 $314.820 $+2.375 $312.445 $+312.445 $
AMERICAN EXPRESS COAXP314.458 $+43.325 $271.133 $+42.440 $228.693 $+228.693 $
SUNCOR ENERGY INCSU297.212 $+46.297 $250.915 $-8.509 $259.424 $+259.424 $
Amcor plcAMCR276.518 $-15.346 $291.864 $+291.864 $
SanofiSNY242.300 $-11.328 $253.628 $-37.537 $291.165 $+291.165 $
BANK OF NOVA SCOTIABNS287.391 $+71.838 $215.553 $+215.553 $
FIFTH THIRD BANCORPFITB285.073 $+34.591 $250.482 $+11.754 $238.728 $+238.728 $
CHIPOTLE MEXICAN GRILL INCCMG251.600 $-29.150 $280.750 $+29.700 $251.050 $+251.050 $
EVERSOURCE ENERGYES271.542 $+14.962 $256.580 $+6.090 $250.490 $+250.490 $
VISHAY INTERTECHNOLOGY INCVSH234.652 $-36.801 $271.453 $+271.453 $
Phillips 66PSX268.662 $+20.279 $248.383 $-8.703 $257.086 $+257.086 $
LOEWS CORPL242.740 $+31.463 $211.277 $-576 $211.853 $+211.853 $
FISERV INCFISV228.378 $+228.378 $
Walmart Inc.WMT218.364 $+218.364 $
ANGIODYNAMICS INCANGO209.934 $+101.310 $108.624 $+5.803 $102.821 $+102.821 $
TEJON RANCH COTRC187.799 $+12.291 $175.508 $+175.508 $
Senseonics Holdings, Inc.SENS16.436 $-6.200 $22.636 $+22.636 $
113.828.894 $+14.836.212 $99.928.055 $+6.083.803 $93.844.252 $+93.844.252 $
Erweiterte Einstellungen ×