Investments: Planning Center, 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. ($)
47.315.028 $+2.259.367 $45.056.400 $+1.809.212 $43.467.888 $-1.312.696 $44.995.242 $+44.995.242 $
BANK OF AMERICA CORP /DE/BAC12.771.812 $+424.620 $12.347.192 $+611.676 $11.735.516 $-145.800 $11.881.316 $+11.881.316 $
APPFOLIO INCAPPF9.188.363 $+473.153 $8.715.210 $+1.613.068 $7.102.142 $-2.110.317 $9.212.459 $+9.212.459 $
DEERE & CODE6.756.352 $+41.946 $6.714.406 $-781.245 $7.495.651 $+540.353 $6.955.298 $+6.955.298 $
BERKSHIRE HATHAWAY INCBRK-B3.359.210 $-51.881 $3.411.091 $+110.284 $3.300.807 $-336.182 $3.636.989 $+3.636.989 $
MICROSOFT CORPMSFT2.059.238 $-150.780 $2.210.018 $+88.685 $2.121.333 $+511.310 $1.610.023 $+1.610.023 $
AMAZON COM INCAMZN1.775.929 $+86.997 $1.688.932 $+1.384 $1.687.548 $-297.244 $1.984.792 $+1.984.792 $
NVIDIA CORPNVDA1.431.393 $+260.413 $1.170.980 $+188.911 $982.069 $+251.889 $730.180 $+730.180 $
ORACLE CORPORCL1.242.689 $+502.266 $740.423 $-591.823 $1.332.246 $+482.320 $849.926 $+849.926 $
JPMORGAN CHASE & COJPM1.186.790 $+26.485 $1.160.305 $+95.194 $1.065.111 $-68.131 $1.133.242 $+1.133.242 $
PROCTER & GAMBLE CoPG852.127 $-106.476 $958.603 $-35.509 $994.112 $-69.747 $1.063.859 $+1.063.859 $
ALPHA PRO TECH LTDAPT962.471 $+215.291 $747.180 $+200.459 $546.721 $+6.707 $540.014 $+540.014 $
CATERPILLAR INCCAT757.907 $+105.643 $652.264 $+121.581 $530.683 $+94.358 $436.325 $+436.325 $
INTUITIVE SURGICAL INCISRG680.198 $+143.075 $537.123 $-115.512 $652.635 $+57.816 $594.819 $+594.819 $
Walmart Inc.WMT670.465 $+50.250 $620.215 $+31.775 $588.440 $+60.120 $528.320 $+528.320 $
ELI LILLY & CoLLY601.821 $+174.541 $427.280 $-9.257 $436.537 $-25.973 $462.510 $+462.510 $
UNITEDHEALTH GROUP INCUNH364.441 $-16.770 $381.211 $+35.548 $345.663 $-246.811 $592.474 $+592.474 $
JOHNSON & JOHNSONJNJ531.862 $+55.333 $476.529 $+83.350 $393.179 $-33.693 $426.872 $+426.872 $
COCA COLA COKO371.614 $+13.553 $358.061 $-23.329 $381.390 $-88.298 $469.688 $+469.688 $
STARBUCKS CORPSBUX255.237 $-30.999 $286.236 $-23.656 $309.892 $-107.205 $417.097 $+417.097 $
SPS COMMERCE INCSPSC357.868 $+36.879 $320.989 $+54.872 $266.117 $+19.181 $246.936 $+246.936 $
RTX CorpRTX340.574 $+29.842 $310.732 $+39.573 $271.159 $+25.181 $245.978 $+245.978 $
XCEL ENERGY INCXEL275.941 $-30.932 $306.873 $+47.752 $259.121 $-10.235 $269.356 $+269.356 $
AbbVie Inc.ABBV295.209 $-3.941 $299.150 $+59.143 $240.007 $-30.902 $270.909 $+270.909 $
AMGEN INCAMGN225.517 $+10.859 $214.658 $+214.658 $
BOEING COBA215.397 $+6.288 $209.109 $-12.093 $221.202 $+221.202 $
BADGER METER INCBMI220.700 $+220.700 $
47.315.028 $+2.259.367 $45.056.400 $+1.809.212 $43.467.888 $-1.312.696 $44.995.242 $+44.995.242 $
Erweiterte Einstellungen ×