Investments: Intelligent Financial Strategies

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. ($)
110.897.459 $+950.503 $110.065.214 $-16.047.836 $126.312.587 $-5.585.304 $131.945.439 $+131.945.439 $
BERKSHIRE HATHAWAY INCBRK-B69.794.354 $-228.054 $70.022.408 $-24.989.535 $95.011.943 $-6.862.979 $101.874.922 $+101.874.922 $
BANK OF AMERICA CORP /DE/BAC28.413.163 $+681.708 $27.731.455 $+12.154.857 $15.576.598 $+1.208.761 $14.367.837 $+14.367.837 $
APPFOLIO INCAPPF3.306.629 $+209.736 $3.096.893 $-789.716 $3.886.609 $-559.880 $4.446.489 $+4.446.489 $
ALPHA PRO TECH LTDAPT2.930.430 $+575.229 $2.355.201 $+169.925 $2.185.276 $+264.610 $1.920.666 $+1.920.666 $
MICROSOFT CORPMSFT1.829.421 $-144.882 $1.974.303 $-461.486 $2.435.789 $+597.593 $1.838.196 $+1.838.196 $
Mastercard IncMA1.838.490 $-21.774 $1.860.264 $-515.906 $2.376.170 $+58.576 $2.317.594 $+2.317.594 $
MCDONALDS CORPMCD298.834 $-150.243 $449.077 $-480.137 $929.214 $-64.062 $993.276 $+993.276 $
HERSHEY COHSY388.195 $-96.107 $484.302 $-112.099 $596.401 $-165.718 $762.119 $+762.119 $
AMAZON COM INCAMZN230.820 $+11.250 $219.570 $-429.824 $649.394 $+86.224 $563.170 $+563.170 $
Walmart Inc.WMT540.920 $+41.594 $499.326 $+25.582 $473.744 $+47.263 $426.481 $+426.481 $
PEPSICO INCPEP113.561 $+3.528 $110.033 $-232.593 $342.626 $-46.448 $389.074 $+389.074 $
JOHNSON & JOHNSONJNJ192.963 $+20.351 $172.612 $-109.131 $281.743 $-60.311 $342.054 $+342.054 $
SPS COMMERCE INCSPSC307.140 $+31.651 $275.489 $+39.246 $236.243 $+12.934 $223.309 $+223.309 $
BlackRock, Inc.BLK240.263 $+1.041 $239.222 $-5.061 $244.283 $-968 $245.251 $+245.251 $
COCA COLA COKO22.280 $+1.294 $20.986 $-131.141 $152.127 $-1.698 $153.825 $+153.825 $
NICOLET BANKSHARES INCNIC33.282 $-49.936 $83.218 $-60.779 $143.997 $+143.997 $
RTX CorpRTX115.909 $+10.156 $105.753 $+13.468 $92.285 $+8.570 $83.715 $+83.715 $
FASTENAL COFAST57.266 $-12.714 $69.980 $-35.944 $105.924 $+8.133 $97.791 $+97.791 $
MCCORMICK & CO INCMKC84.976 $-11.315 $96.291 $-8.243 $104.534 $+104.534 $
CUMMINS INCCMI99.538 $+17.176 $82.362 $+18.499 $63.863 $+2.742 $61.121 $+61.121 $
PROCTER & GAMBLE CoPG14.474 $-1.045 $15.519 $-58.724 $74.243 $-5.173 $79.416 $+79.416 $
DIAGEO PLCDEO21.681 $-54.840 $76.521 $+76.521 $
EXXON MOBIL CORPXOM72.204 $+4.554 $67.650 $+2.970 $64.680 $-6.678 $71.358 $+71.358 $
AMERICAN EXPRESS COAXP9.249 $+945 $8.304 $-53.578 $61.882 $+9.686 $52.196 $+52.196 $
BROWN & BROWN, INC.BRO49.337 $-6.021 $55.358 $+55.358 $
3M COMMM42.149 $+42.149 $
Otis Worldwide CorpOTIS27.603 $-1.289 $28.892 $-2.398 $31.290 $-1.321 $32.611 $+32.611 $
COPART INCCPRT28.215 $-4.324 $32.539 $+32.539 $
COLGATE PALMOLIVE COCL21.608 $-251 $21.859 $-2.997 $24.856 $-766 $25.622 $+25.622 $
STARBUCKS CORPSBUX23.274 $-1.641 $24.915 $+24.915 $
VICTORY CAPITAL MANAGEMENT INC23.828 $+23.828 $
NEXTERA ENERGY INCNEE22.942 $-310 $23.252 $+23.252 $
Zoetis Inc.ZTS16.357 $-2.665 $19.022 $-1.252 $20.274 $-1.131 $21.405 $+21.405 $
BERKLEY W R CORPWRB16.972 $+534 $16.438 $+16.438 $
METLIFE INCMET15.788 $-686 $16.474 $+390 $16.084 $+26 $16.058 $+16.058 $
RLI CORPRLI13.288 $-1.493 $14.781 $+14.781 $
Solventum CorpSOLV5.399 $+5.399 $
110.897.459 $+950.503 $110.065.214 $-16.047.836 $126.312.587 $-5.585.304 $131.945.439 $+131.945.439 $
Erweiterte Einstellungen ×