Investments: TILIA FIDUCIARY PARTNERS, 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. ($)
174.062.019 $+6.595.967 $167.784.239 $+8.627.079 $160.022.520 $+13.222.495 $147.006.046 $+147.006.046 $
BANK OF AMERICA CORP /DE/BAC91.662.758 $+3.834.874 $87.827.884 $+5.162.003 $82.665.881 $+5.935.132 $76.730.749 $+76.730.749 $
ALPHA PRO TECH LTDAPT8.575.975 $+1.883.617 $6.692.358 $+1.487.548 $5.204.810 $+667.005 $4.537.805 $+4.537.805 $
APPFOLIO INCAPPF8.190.268 $+583.859 $7.606.409 $+1.009.085 $6.597.324 $-839.028 $7.436.352 $+7.436.352 $
MICROSOFT CORPMSFT6.125.960 $-395.058 $6.521.018 $-20.933 $6.541.951 $+1.668.949 $4.873.002 $+4.873.002 $
BERKSHIRE HATHAWAY INCBRK-B5.190.184 $+38.014 $5.152.170 $-133.638 $5.285.808 $-671.204 $5.957.012 $+5.957.012 $
MCKESSON CORPMCK4.188.247 $+272.949 $3.915.298 $+26.746 $3.888.552 $+305.625 $3.582.927 $+3.582.927 $
ADVANCED MICRO DEVICES INCAMD4.145.067 $+907.811 $3.237.256 $+233.801 $3.003.455 $+900.675 $2.102.780 $+2.102.780 $
KLA CORPKLAC4.068.574 $+489.199 $3.579.375 $+512.475 $3.066.900 $+820.819 $2.246.081 $+2.246.081 $
Walmart Inc.WMT4.031.395 $+281.739 $3.749.656 $-66.356 $3.816.012 $+425.607 $3.390.405 $+3.390.405 $
ORACLE CORPORCL2.501.536 $-1.233.442 $3.734.978 $+783.281 $2.951.697 $+1.195.399 $1.756.298 $+1.756.298 $
BlackRock, Inc.BLK3.114.203 $-265.007 $3.379.210 $+71.380 $3.307.830 $+284.047 $3.023.783 $+3.023.783 $
STRYKER CORPSYK2.637.430 $-39.223 $2.676.653 $-198.174 $2.874.827 $+198.936 $2.675.891 $+2.675.891 $
Palo Alto Networks IncPANW2.365.128 $-231.231 $2.596.359 $-85.244 $2.681.603 $+483.930 $2.197.673 $+2.197.673 $
NEXTERA ENERGY INCNEE2.677.270 $+275.276 $2.401.994 $+258.233 $2.143.761 $+104.406 $2.039.355 $+2.039.355 $
AMERICAN EXPRESS COAXP2.625.783 $+342.947 $2.282.836 $+97.318 $2.185.518 $+453.910 $1.731.608 $+1.731.608 $
AMAZON COM INCAMZN2.404.452 $+63.177 $2.341.275 $-90.005 $2.431.280 $+296.182 $2.135.098 $+2.135.098 $
Eaton Corp plcETN2.001.835 $-230.941 $2.232.776 $+239.701 $1.993.075 $+602.936 $1.390.139 $+1.390.139 $
UNITEDHEALTH GROUP INCUNH2.092.830 $+137.434 $1.955.396 $+794.081 $1.161.315 $-908.984 $2.070.299 $+2.070.299 $
JPMORGAN CHASE & COJPM1.930.368 $+1.460 $1.928.908 $-23.654 $1.952.562 $+271.114 $1.681.448 $+1.681.448 $
WILLIAMS SONOMA INCWSM1.215.621 $-224.737 $1.440.358 $-169.390 $1.609.748 $+20.556 $1.589.192 $+1.589.192 $
Parker-Hannifin CorpPH1.548.809 $+122.000 $1.426.809 $-149.736 $1.576.545 $+197.881 $1.378.664 $+1.378.664 $
DOVER CorpDOV788.373 $+68.828 $719.545 $-493.422 $1.212.967 $+98.934 $1.114.033 $+1.114.033 $
ELI LILLY & CoLLY997.894 $+233.790 $764.104 $-20.347 $784.451 $-46.588 $831.039 $+831.039 $
Mastercard IncMA907.908 $-31.289 $939.197 $-43.208 $982.405 $+29.261 $953.144 $+953.144 $
SHERWIN WILLIAMS COSHW595.200 $-154.959 $750.159 $-150.267 $900.426 $-17.757 $918.183 $+918.183 $
EMERSON ELECTRIC COEMR639.905 $-4.722 $644.627 $-63.185 $707.812 $-203.549 $911.361 $+911.361 $
NVIDIA CORPNVDA834.606 $-36.510 $871.116 $+134.454 $736.662 $+144.512 $592.150 $+592.150 $
GENERAL DYNAMICS CORPGD643.640 $-56.599 $700.239 $-140.440 $840.679 $+49.299 $791.380 $+791.380 $
LOCKHEED MARTIN CORPLMT628.937 $-33.764 $662.701 $-91.335 $754.036 $+24.606 $729.430 $+729.430 $
JOHNSON & JOHNSONJNJ635.136 $+80.399 $554.737 $+94.841 $459.896 $-46.251 $506.147 $+506.147 $
MCDONALDS CORPMCD456.827 $-7.613 $464.440 $-100.497 $564.937 $-35.874 $600.811 $+600.811 $
Trane Technologies plcTT409.049 $-42.448 $451.497 $-139.444 $590.941 $+146.207 $444.734 $+444.734 $
AbbVie Inc.ABBV555.141 $-21.071 $576.212 $+80.865 $495.347 $-57.494 $552.841 $+552.841 $
RTX CorpRTX509.025 $+44.670 $464.355 $+40.950 $423.405 $+39.385 $384.020 $+384.020 $
EXXON MOBIL CORPXOM375.552 $+34.394 $341.158 $-108.017 $449.175 $-40.154 $489.329 $+489.329 $
PEPSICO INCPEP239.863 $-91.862 $331.725 $-78.042 $409.767 $-67.839 $477.606 $+477.606 $
AMGEN INCAMGN354.665 $+40.658 $314.007 $-13.672 $327.679 $-37.293 $364.972 $+364.972 $
PROCTER & GAMBLE CoPG249.873 $-30.275 $280.148 $-47.902 $328.050 $-22.658 $350.708 $+350.708 $
CHEVRON CORPCVX225.012 $-83.981 $308.993 $+308.993 $
iShares Bitcoin Trust ETFIBIT295.360 $+23.588 $271.772 $+271.772 $
Duke Energy CORPDUK269.403 $-14.868 $284.271 $+4.721 $279.550 $-8.898 $288.448 $+288.448 $
CATERPILLAR INCCAT260.898 $+22.598 $238.300 $-23.130 $261.430 $+39.335 $222.095 $+222.095 $
ESCO TECHNOLOGIES INCESE214.929 $-17.292 $232.221 $+21.164 $211.057 $+211.057 $
LINDE PLCLIN225.144 $+882 $224.262 $+6.814 $217.448 $+217.448 $
FACTSET RESEARCH SYSTEMS INCFDS220.956 $-3.636 $224.592 $+224.592 $
CINTAS CORPCTAS217.075 $+217.075 $
STARBUCKS CORPSBUX206.021 $+206.021 $
ANALOG DEVICES INCADI201.502 $-815 $202.317 $+202.317 $
174.062.019 $+6.595.967 $167.784.239 $+8.627.079 $160.022.520 $+13.222.495 $147.006.046 $+147.006.046 $
Erweiterte Einstellungen ×