Investments: Joseph Group Capital Management

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. ($)
320.113.260 $+12.697.388 $301.657.109 $+26.141.901 $276.324.473 $+33.153.720 $248.134.459 $+248.134.459 $
BANK OF AMERICA CORP /DE/BAC226.197.986 $+11.182.976 $215.015.010 $+14.717.115 $200.297.895 $+21.905.240 $178.392.655 $+178.392.655 $
LAM RESEARCH CORPLRCX7.788.852 $+1.465.197 $6.323.655 $+615.998 $5.707.657 $+1.526.202 $4.181.455 $+4.181.455 $
ALPHA PRO TECH LTDAPT7.465.577 $+487.778 $6.977.799 $+1.397.241 $5.580.558 $+984.160 $4.596.398 $+4.596.398 $
Parker-Hannifin CorpPH7.352.759 $+990.179 $6.362.580 $+690.872 $5.671.708 $+742.581 $4.929.127 $+4.929.127 $
BlackRock, Inc.BLK3.888.791 $-178.974 $4.067.765 $-3.095.340 $7.163.105 $+3.326.490 $3.836.615 $+3.836.615 $
APPFOLIO INCAPPF6.978.782 $+104.947 $6.873.835 $+1.456.683 $5.417.152 $+418.540 $4.998.612 $+4.998.612 $
JPMORGAN CHASE & COJPM6.888.654 $+333.599 $6.555.055 $+838.627 $5.716.428 $+476.725 $5.239.703 $+5.239.703 $
AT&T INC.T6.444.937 $+453.324 $5.991.613 $+510.493 $5.481.120 $+343.373 $5.137.747 $+5.137.747 $
MICROSOFT CORPMSFT6.292.542 $+161.428 $6.131.114 $+382.440 $5.748.674 $+1.037.847 $4.710.827 $+4.710.827 $
PROCTER & GAMBLE CoPG6.017.052 $-149.448 $6.166.500 $+1.053.006 $5.113.494 $+155.103 $4.958.391 $+4.958.391 $
Eaton Corp plcETN5.729.039 $-418.392 $6.147.431 $+575.174 $5.572.257 $+729.334 $4.842.923 $+4.842.923 $
ELI LILLY & CoLLY5.323.965 $+993.940 $4.330.025 $+4.330.025 $
UNITEDHEALTH GROUP INCUNH27.069 $-4.936.637 $4.963.706 $+4.963.706 $
AMAZON COM INCAMZN4.431.052 $+561.131 $3.869.921 $+213.348 $3.656.573 $+610.320 $3.046.253 $+3.046.253 $
FIFTH THIRD BANCORPFITB4.412.834 $+375.328 $4.037.506 $+478.884 $3.558.622 $+654.258 $2.904.364 $+2.904.364 $
KROGER COKR4.084.130 $-198.360 $4.282.490 $+631.433 $3.651.057 $+120.820 $3.530.237 $+3.530.237 $
AMGEN INCAMGN4.232.250 $+149.638 $4.082.612 $+629.124 $3.453.488 $+12.259 $3.441.229 $+3.441.229 $
CHEVRON CORPCVX4.079.258 $+123.529 $3.955.729 $+450.816 $3.504.913 $-160.494 $3.665.407 $+3.665.407 $
NVIDIA CORPNVDA473.710 $-243.407 $717.117 $+225.180 $491.937 $+491.937 $
AbbVie Inc.ABBV234.431 $+32.991 $201.440 $+201.440 $
MORGAN STANLEYMS150.902 $+29.178 $121.724 $+6.408 $115.316 $+8.249 $107.067 $+107.067 $
JOHNSON & JOHNSONJNJ86.298 $+60.339 $25.959 $+25.959 $
Walt Disney CoDIS44.029 $-34.345 $78.374 $+29.024 $49.350 $+49.350 $
CATERPILLAR INCCAT68.172 $+35.726 $32.446 $+32.446 $
COLGATE PALMOLIVE COCL57.448 $+6.127 $51.321 $-12.309 $63.630 $-1.960 $65.590 $+65.590 $
CITIGROUP INCC59.954 $+59.954 $
UNITED PARCEL SERVICE INCUPS58.820 $+28.332 $30.488 $-2.822 $33.310 $-2.987 $36.297 $+36.297 $
Walmart Inc.WMT55.816 $+55.816 $
RTX CorpRTX48.968 $+48.968 $
EXXON MOBIL CORPXOM48.858 $+48.858 $
PALATIN TECHNOLOGIES INCPTNT46.571 $+46.571 $
Mastercard IncMA43.958 $+43.958 $
INTUITIVE SURGICAL INCISRG38.512 $+38.512 $
COCA COLA COKO37.612 $+37.612 $
GOLDMAN SACHS GROUP INCGS36.918 $+36.918 $
NETFLIX INCNFLX33.941 $+33.941 $
NEXTERA ENERGY INCNEE32.273 $+32.273 $
MICRON TECHNOLOGY INCMU30.539 $+30.539 $
ORACLE CORPORCL28.652 $+28.652 $
AMERICAN EXPRESS COAXP25.897 $+25.897 $
ADVANCED MICRO DEVICES INCAMD25.485 $+25.485 $
MCDONALDS CORPMCD24.450 $+24.450 $
GENERAL ELECTRIC COGE22.794 $+22.794 $
Accenture plcACN22.269 $+22.269 $
KLA CORPKLAC21.871 $+21.871 $
AppLovin CorpAPP21.562 $+21.562 $
PEPSICO INCPEP21.528 $+13.474 $8.054 $+8.054 $
Duke Energy CORPDUK20.277 $+5.674 $14.603 $+14.603 $
LINDE PLCLIN18.761 $+18.761 $
WELLTOWER INC.WELL16.891 $+16.891 $
SOUTHERN COSO16.830 $+16.830 $
STRYKER CORPSYK16.519 $+16.519 $
INTEL CORPINTC16.273 $+16.273 $
EQUINIX INCEQIX16.089 $+16.089 $
RYANAIR HOLDINGS PLCRYAAY16.026 $+16.026 $
SCHWAB CHARLES CORPSCHW14.487 $+14.487 $
LOCKHEED MARTIN CORPLMT14.026 $+14.026 $
BOSTON SCIENTIFIC CORPBSX13.540 $+13.540 $
BOEING COBA13.461 $+13.461 $
Medtronic plcMDT12.776 $+12.776 $
DEERE & CODE12.570 $+12.570 $
Palo Alto Networks IncPANW11.605 $+11.605 $
CSX CORPCSX11.528 $+11.528 $
CARDINAL HEALTH INCCAH11.303 $+11.303 $
CUMMINS INCCMI11.230 $+11.230 $
CONOCOPHILLIPSCOP10.672 $+10.672 $
Bank of New York Mellon CorpBK10.564 $+10.564 $
Trane Technologies plcTT10.119 $+10.119 $
EMERSON ELECTRIC COEMR10.087 $+10.087 $
UNILEVER PLCUL9.941 $+9.941 $
SYNOPSYS INCSNPS9.864 $+9.864 $
SHERWIN WILLIAMS COSHW9.721 $+9.721 $
Constellation Energy CorpCEG9.538 $+9.538 $
MCKESSON CORPMCK9.023 $+9.023 $
VERIZON COMMUNICATIONS INCVZ8.838 $+8.838 $
COMCAST CORPCMCSA8.698 $+8.698 $
ANALOG DEVICES INCADI8.678 $+8.678 $
Owens CorningOC8.488 $+237 $8.251 $-318 $8.569 $+8.569 $
3M COMMM8.485 $+8.485 $
PACCAR INCPCAR8.432 $+8.432 $
Phillips 66PSX8.388 $+8.388 $
FREEPORT-MCMORAN INCFCX8.330 $+8.330 $
STARBUCKS CORPSBUX8.084 $+8.084 $
CVS HEALTH CorpCVS8.015 $+8.015 $
FEDEX CORPFDX7.510 $+7.510 $
REALTY INCOME CORPO6.821 $+6.821 $
Zoetis Inc.ZTS6.794 $+6.794 $
BP PLCBP6.772 $+6.772 $
WESTERN DIGITAL CORPWDC6.719 $+6.719 $
TransDigm Group INCTDG6.649 $+6.649 $
STATE STREET CORPSTT6.580 $+6.580 $
GENERAL DYNAMICS CORPGD6.397 $+6.397 $
PFIZER INCPFE6.275 $+6.275 $
ROPER TECHNOLOGIES INCROP6.232 $+6.232 $
TotalEnergies SETTE6.149 $+6.149 $
NUCOR CORPNUE6.035 $+6.035 $
FORD MOTOR COF5.917 $+5.917 $
Edwards Lifesciences CorpEW5.882 $+5.882 $
MICROCHIP TECHNOLOGY INCMCHP5.862 $+5.862 $
ALLSTATE CORPALL5.828 $+5.828 $
Seagate Technology Holdings plcSTX5.783 $+5.783 $
CONSOLIDATED EDISON INCED5.720 $+5.720 $
Aon plcAON5.646 $+5.646 $
SBA COMMUNICATIONS CORPSBAC5.609 $+5.609 $
NICOLET BANKSHARES INCNIC5.606 $+5.606 $
Booking Holdings Inc.BKNG5.355 $+5.355 $
Monster Beverage CorpMNST5.214 $+5.214 $
CHIPOTLE MEXICAN GRILL INCCMG5.106 $+5.106 $
TARGET CORPTGT5.083 $+5.083 $
320.113.260 $+12.697.388 $301.657.109 $+26.141.901 $276.324.473 $+33.153.720 $248.134.459 $+248.134.459 $
Erweiterte Einstellungen ×