Investments: NORTHCAPE WEALTH MANAGEMENT, 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. ($)
338.223.159 $+7.573.961 $330.695.029 $+16.677.234 $317.229.280 $+16.929.822 $300.299.458 $+300.299.458 $
BANK OF AMERICA CORP /DE/BAC158.239.829 $-182.846 $158.422.675 $+3.024.317 $155.398.358 $+7.966.033 $147.432.325 $+147.432.325 $
SPS COMMERCE INCSPSC28.917.116 $+2.470.788 $26.446.328 $+3.852.877 $22.593.451 $+525.327 $22.068.124 $+22.068.124 $
APPFOLIO INCAPPF11.032.930 $+553.304 $10.479.626 $+2.120.142 $8.359.484 $-438.656 $8.798.140 $+8.798.140 $
MICROSOFT CORPMSFT8.382.679 $-751.872 $9.134.551 $+118.065 $9.016.486 $+2.324.124 $6.692.362 $+6.692.362 $
Walmart Inc.WMT7.453.633 $+425.945 $7.027.688 $+324.995 $6.702.693 $+529.785 $6.172.908 $+6.172.908 $
ELI LILLY & CoLLY5.188.663 $-749.117 $5.937.780 $-67.035 $6.004.815 $+1.801.676 $4.203.139 $+4.203.139 $
JPMORGAN CHASE & COJPM5.875.318 $-124.800 $6.000.118 $+398.595 $5.601.523 $+748.988 $4.852.535 $+4.852.535 $
ALPHA PRO TECH LTDAPT5.965.557 $+1.191.867 $4.773.690 $+1.284.491 $3.489.199 $+571.578 $2.917.621 $+2.917.621 $
PEPSICO INCPEP5.805.926 $+748.991 $5.056.935 $+477.263 $4.579.672 $-529.688 $5.109.360 $+5.109.360 $
JOHNSON & JOHNSONJNJ5.737.511 $+581.466 $5.156.045 $+937.910 $4.218.135 $-181.065 $4.399.200 $+4.399.200 $
GENERAL DYNAMICS CORPGD5.246.097 $-183.528 $5.429.625 $+780.749 $4.648.876 $+350.550 $4.298.326 $+4.298.326 $
RTX CorpRTX5.257.295 $+355.172 $4.902.123 $+593.424 $4.308.699 $+339.538 $3.969.161 $+3.969.161 $
Eaton Corp plcETN2.882.824 $-560.406 $3.443.230 $-1.404.054 $4.847.284 $+1.042.486 $3.804.798 $+3.804.798 $
EXXON MOBIL CORPXOM4.747.434 $+354.695 $4.392.739 $+276.623 $4.116.116 $-677.286 $4.793.402 $+4.793.402 $
EMERSON ELECTRIC COEMR4.515.719 $+7.233 $4.508.486 $-67.956 $4.576.442 $+796.864 $3.779.578 $+3.779.578 $
NEXTERA ENERGY INCNEE4.064.955 $+123.890 $3.941.065 $+351.892 $3.589.173 $-98.896 $3.688.069 $+3.688.069 $
ANALOG DEVICES INCADI3.991.085 $+347.921 $3.643.164 $+113.231 $3.529.933 $+514.543 $3.015.390 $+3.015.390 $
AMAZON COM INCAMZN3.751.748 $+255.535 $3.496.213 $+19.978 $3.476.235 $+509.321 $2.966.914 $+2.966.914 $
COLGATE PALMOLIVE COCL3.581.109 $+353.108 $3.228.001 $-370.748 $3.598.749 $-110.204 $3.708.953 $+3.708.953 $
DEERE & CODE3.233.936 $+63.635 $3.170.301 $-323.613 $3.493.914 $+252.091 $3.241.823 $+3.241.823 $
STRYKER CORPSYK3.046.424 $-169.159 $3.215.583 $-219.051 $3.434.634 $+143.076 $3.291.558 $+3.291.558 $
COCA COLA COKO3.029.275 $+157.453 $2.871.822 $-188.556 $3.060.378 $-50.720 $3.111.098 $+3.111.098 $
MCDONALDS CORPMCD3.085.697 $+42.769 $3.042.928 $+169.146 $2.873.782 $-171.741 $3.045.523 $+3.045.523 $
PROCTER & GAMBLE CoPG2.752.673 $+1.055.026 $1.697.647 $-67.047 $1.764.694 $+91.607 $1.673.087 $+1.673.087 $
BHP Group LtdBHP2.709.065 $+139.168 $2.569.897 $+480.196 $2.089.701 $-27.418 $2.117.119 $+2.117.119 $
AbbVie Inc.ABBV2.591.378 $-69.999 $2.661.377 $+511.311 $2.150.066 $-277.839 $2.427.905 $+2.427.905 $
UNITEDHEALTH GROUP INCUNH2.604.092 $+298.008 $2.306.084 $+2.306.084 $
MORGAN STANLEYMS2.547.023 $+218.736 $2.328.287 $+265.111 $2.063.176 $+348.010 $1.715.166 $+1.715.166 $
BECTON DICKINSON & COBDX2.515.293 $+49.024 $2.466.269 $+728.398 $1.737.871 $-510.107 $2.247.978 $+2.247.978 $
EVERSOURCE ENERGYES2.269.235 $-109.086 $2.378.321 $+320.684 $2.057.637 $+127.913 $1.929.724 $+1.929.724 $
Accenture plcACN2.017.271 $-296.482 $2.313.753 $+427.634 $1.886.119 $-20.837 $1.906.956 $+1.906.956 $
Medtronic plcMDT2.053.706 $+30.094 $2.023.612 $+216.229 $1.807.383 $-341.345 $2.148.728 $+2.148.728 $
AMERICAN EXPRESS COAXP2.044.714 $+208.866 $1.835.848 $+72.846 $1.763.002 $+275.963 $1.487.039 $+1.487.039 $
Duke Energy CORPDUK1.889.445 $-109.608 $1.999.053 $+238.167 $1.760.886 $-70.317 $1.831.203 $+1.831.203 $
BlackRock, Inc.BLK1.353.586 $-136.377 $1.489.963 $+62.148 $1.427.815 $+97.807 $1.330.008 $+1.330.008 $
Mastercard IncMA1.186.860 $+3.735 $1.183.125 $-154.854 $1.337.979 $+34.550 $1.303.429 $+1.303.429 $
ISHARES GOLD TRUSTIAU1.237.518 $+128.067 $1.109.451 $+146.924 $962.527 $+52.479 $910.048 $+910.048 $
BOEING COBA1.216.133 $+381.690 $834.443 $+28.129 $806.314 $+212.936 $593.378 $+593.378 $
NOVARTIS AGNVS1.153.972 $+80.603 $1.073.369 $+60.515 $1.012.854 $+79.766 $933.088 $+933.088 $
NVIDIA CORPNVDA1.114.889 $-20.090 $1.134.979 $+167.280 $967.699 $+317.413 $650.286 $+650.286 $
GOLDMAN SACHS GROUP INCGS1.090.839 $+96.994 $993.845 $+110.573 $883.272 $+201.502 $681.770 $+681.770 $
INTEL CORPINTC1.066.631 $+96.835 $969.796 $+322.302 $647.494 $-31.285 $678.779 $+678.779 $
SCHWAB CHARLES CORPSCHW1.062.743 $+47.229 $1.015.514 $+44.994 $970.520 $+137.856 $832.664 $+832.664 $
AMGEN INCAMGN1.021.342 $+268.866 $752.476 $+8.577 $743.899 $-67.107 $811.006 $+811.006 $
ORACLE CORPORCL594.670 $-294.330 $889.000 $+87.502 $801.498 $+292.590 $508.908 $+508.908 $
LOCKHEED MARTIN CORPLMT832.942 $-2.284 $835.226 $+64.068 $771.158 $+33.626 $737.532 $+737.532 $
FEDEX CORPFDX779.344 $+143.129 $636.215 $+22.933 $613.282 $-44.436 $657.718 $+657.718 $
LINDE PLCLIN763.238 $+466.838 $296.400 $+2.693 $293.707 $+2.216 $291.491 $+291.491 $
CHEVRON CORPCVX713.528 $+64.185 $649.343 $+73.240 $576.103 $-16.805 $592.908 $+592.908 $
BERKSHIRE HATHAWAY INCBRK-B698.181 $-125 $698.306 $+13.856 $684.450 $-10.567 $695.017 $+695.017 $
MOLSON COORS BEVERAGE COTAP517.214 $+15.844 $501.370 $-31.467 $532.837 $-141.603 $674.440 $+674.440 $
PFIZER INCPFE568.467 $-105.146 $673.613 $+35.803 $637.810 $+567 $637.243 $+637.243 $
UNITED PARCEL SERVICE INCUPS506.464 $+114.875 $391.589 $-76.470 $468.059 $-17.547 $485.606 $+485.606 $
MCCORMICK & CO INCMKC206.802 $-23.748 $230.550 $-214.989 $445.539 $+445.539 $
PAYCHEX INCPAYX332.977 $-15.119 $348.096 $-48.283 $396.379 $-42.150 $438.529 $+438.529 $
CITIGROUP INCC422.500 $+82.020 $340.480 $+56.520 $283.960 $+283.960 $
AFLAC INCAFL374.477 $-4.856 $379.333 $+21.824 $357.509 $-59.231 $416.740 $+416.740 $
PRICE T ROWE GROUP INCTROW413.103 $-1.049 $414.152 $+24.774 $389.378 $+41.650 $347.728 $+347.728 $
Phillips 66PSX357.054 $-19.313 $376.367 $+43.520 $332.847 $+29.086 $303.761 $+303.761 $
STARBUCKS CORPSBUX232.988 $-34.572 $267.560 $-92.234 $359.794 $+359.794 $
SYSCO CORPSYY310.309 $-36.425 $346.734 $+27.793 $318.941 $-1.105 $320.046 $+320.046 $
WELLTOWER INC.WELL288.531 $-49.299 $337.830 $+38.619 $299.211 $-18.892 $318.103 $+318.103 $
YUM BRANDS INCYUM324.193 $-1.543 $325.736 $+8.186 $317.550 $-19.672 $337.222 $+337.222 $
3M COMMM262.825 $-64.229 $327.054 $-9.172 $336.226 $+10.422 $325.804 $+325.804 $
NATIONAL FUEL GAS CONFG281.251 $-43.245 $324.496 $+4.633 $319.863 $+20.843 $299.020 $+299.020 $
ASTRAZENECA PLCAZN317.159 $+52.475 $264.684 $+23.598 $241.086 $-12.489 $253.575 $+253.575 $
HERSHEY COHSY243.390 $-6.780 $250.170 $-21.565 $271.735 $-8.318 $280.053 $+280.053 $
GENERAL ELECTRIC COGE203.916 $-62.997 $266.913 $+59.357 $207.556 $+207.556 $
EASTMAN KODAK COKODK190.350 $-34.000 $224.350 $+224.350 $
REALTY INCOME CORPO213.434 $+12.317 $201.117 $-4.296 $205.413 $+205.413 $
338.223.159 $+7.573.961 $330.695.029 $+16.677.234 $317.229.280 $+16.929.822 $300.299.458 $+300.299.458 $
Erweiterte Einstellungen ×