Investments: Autumn Glory Partners, 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. ($)
218.959.069 $+17.151.434 $203.485.321 $+17.119.444 $186.125.384 $+10.880.493 $176.980.614 $+176.980.614 $
BANK OF AMERICA CORP /DE/BAC115.072.803 $+11.275.367 $103.797.436 $+8.342.086 $95.455.350 $+52.283 $95.403.067 $+95.403.067 $
MICROSOFT CORPMSFT8.833.319 $-450.417 $9.283.736 $+374.128 $8.909.608 $+3.557.473 $5.352.135 $+5.352.135 $
ALPHA PRO TECH LTDAPT8.172.108 $+1.959.587 $6.212.521 $+1.893.686 $4.318.835 $+2.549.571 $1.769.264 $+1.769.264 $
BERKSHIRE HATHAWAY INCBRK-B6.601.122 $+62.396 $6.538.726 $+659.792 $5.878.934 $-1.573.344 $7.452.278 $+7.452.278 $
JOHNSON & JOHNSONJNJ4.942.448 $+534.883 $4.407.565 $+766.771 $3.640.794 $+1.816.460 $1.824.334 $+1.824.334 $
UNILEVER PLCUL3.815.109 $-9.400 $3.824.509 $-118.693 $3.943.202 $+2.254.212 $1.688.990 $+1.688.990 $
Walt Disney CoDIS3.048.922 $+80.624 $2.968.298 $-958.975 $3.927.273 $+754.592 $3.172.681 $+3.172.681 $
Medtronic plcMDT3.733.660 $+76.921 $3.656.739 $+803.491 $2.853.248 $-402.865 $3.256.113 $+3.256.113 $
ORACLE CORPORCL2.826.000 $-891.711 $3.717.711 $+77.303 $3.640.408 $+2.681.821 $958.587 $+958.587 $
APPFOLIO INCAPPF3.311.565 $+302.311 $3.009.254 $+704.550 $2.304.704 $-216.947 $2.521.651 $+2.521.651 $
NVIDIA CORPNVDA2.504.322 $+340.181 $2.164.141 $+331.615 $1.832.526 $-1.439.347 $3.271.873 $+3.271.873 $
JPMORGAN CHASE & COJPM3.182.183 $+99.212 $3.082.971 $+296.079 $2.786.892 $+471.056 $2.315.836 $+2.315.836 $
PROCTER & GAMBLE CoPG1.441.268 $-86.935 $1.528.203 $-41.418 $1.569.621 $-1.294.087 $2.863.708 $+2.863.708 $
VERIZON COMMUNICATIONS INCVZ2.596.334 $-140.741 $2.737.075 $+42.350 $2.694.725 $-130.159 $2.824.884 $+2.824.884 $
ELI LILLY & CoLLY1.469.088 $+188.774 $1.280.314 $+466.485 $813.829 $-1.766.762 $2.580.591 $+2.580.591 $
CHEVRON CORPCVX2.487.483 $+4.241 $2.483.242 $+183.754 $2.299.488 $+444.576 $1.854.912 $+1.854.912 $
ASML HOLDING NVASML2.399.696 $+272.802 $2.126.894 $+366.240 $1.760.654 $+225.025 $1.535.629 $+1.535.629 $
RTX CorpRTX2.370.628 $+417.720 $1.952.908 $+26.320 $1.926.588 $+552.230 $1.374.358 $+1.374.358 $
AbbVie Inc.ABBV2.341.718 $+120.582 $2.221.136 $+524.197 $1.696.939 $-223.521 $1.920.460 $+1.920.460 $
EXXON MOBIL CORPXOM2.215.137 $+653.358 $1.561.779 $+74.678 $1.487.101 $-701.330 $2.188.431 $+2.188.431 $
SPS COMMERCE INCSPSC1.984.324 $+204.486 $1.779.838 $+279.160 $1.500.678 $+67.181 $1.433.497 $+1.433.497 $
GENERAL DYNAMICS CORPGD1.826.717 $+6.800 $1.819.917 $+267.994 $1.551.923 $-128.997 $1.680.920 $+1.680.920 $
AMAZON COM INCAMZN1.819.554 $+172.560 $1.646.994 $+5.738 $1.641.256 $+214.116 $1.427.140 $+1.427.140 $
Accenture plcACN1.333.987 $+119.976 $1.214.011 $-463.061 $1.677.072 $-96.850 $1.773.922 $+1.773.922 $
STARBUCKS CORPSBUX1.764.705 $+33.281 $1.731.424 $+686.934 $1.044.490 $-690.459 $1.734.949 $+1.734.949 $
BP PLCBP1.601.782 $+12.452 $1.589.330 $+208.928 $1.380.402 $-178.027 $1.558.429 $+1.558.429 $
BlackRock, Inc.BLK1.345.637 $-3.817 $1.349.454 $+414.467 $934.987 $+934.987 $
PFIZER INCPFE1.316.837 $+351.782 $965.055 $+46.965 $918.090 $-41.663 $959.753 $+959.753 $
Walmart Inc.WMT1.294.473 $+139.067 $1.155.406 $+59.195 $1.096.211 $-121.261 $1.217.472 $+1.217.472 $
COCA COLA COKO1.266.720 $+79.223 $1.187.497 $-74.465 $1.261.962 $+84.427 $1.177.535 $+1.177.535 $
FRANCO NEVADA CorpFNV799.740 $-452.300 $1.252.040 $+712.540 $539.500 $+224.380 $315.120 $+315.120 $
DIAGEO PLCDEO854.763 $-77.111 $931.874 $-50.308 $982.182 $-250.795 $1.232.977 $+1.232.977 $
PEPSICO INCPEP1.121.896 $+227.293 $894.603 $+60.638 $833.965 $-306.915 $1.140.880 $+1.140.880 $
MORGAN STANLEYMS1.026.295 $+305.411 $720.884 $+82.084 $638.800 $+109.702 $529.098 $+529.098 $
NICOLET BANKSHARES INCNIC459.413 $-28.836 $488.249 $-437.189 $925.438 $+375.129 $550.309 $+550.309 $
FLOWERS FOODS INCFLO507.247 $-101.170 $608.417 $-136.603 $745.020 $-141.264 $886.284 $+886.284 $
AT&T INC.T755.061 $-92.139 $847.200 $-21.000 $868.200 $+25.456 $842.744 $+842.744 $
COLGATE PALMOLIVE COCL708.572 $+8.138 $700.434 $-93.032 $793.466 $-57.139 $850.605 $+850.605 $
3M COMMM817.324 $+25.187 $792.137 $+15.082 $777.055 $+27.535 $749.520 $+749.520 $
SOUTHERN COSO713.732 $-61.960 $775.692 $+24.063 $751.629 $-982 $752.611 $+752.611 $
Zoetis Inc.ZTS744.330 $+10.741 $733.589 $+733.589 $
PALATIN TECHNOLOGIES INCPTNT711.000 $+346.160 $364.840 $+27.240 $337.600 $+337.600 $
MCDONALDS CORPMCD684.917 $+55.561 $629.356 $+31.868 $597.488 $-49.430 $646.918 $+646.918 $
Phillips 66PSX637.845 $-89 $637.934 $+78.417 $559.517 $+4.968 $554.549 $+554.549 $
ROYAL GOLD INCRGLD377.893 $-223.847 $601.740 $+14.868 $586.872 $+586.872 $
GARMIN LTDGRMN492.520 $-105.302 $597.822 $+91.050 $506.772 $-20.420 $527.192 $+527.192 $
Fresenius Medical Care AGFMS414.560 $+172.377 $242.183 $-348.444 $590.627 $+361.597 $229.030 $+229.030 $
CAPITAL SOUTHWEST CORPCSWC573.040 $-7.280 $580.320 $+580.320 $
UNITED PARCEL SERVICE INCUPS495.950 $+78.300 $417.650 $-87.050 $504.700 $-45.250 $549.950 $+549.950 $
LOEWS CORPL516.861 $+24.147 $492.714 $+42.847 $449.867 $-1.227 $451.094 $+451.094 $
MOLSON COORS BEVERAGE COTAP482.818 $-30.302 $513.120 $+249.249 $263.871 $+263.871 $
Palo Alto Networks IncPANW505.813 $+109.976 $395.837 $+70.869 $324.968 $+53.992 $270.976 $+270.976 $
BOEING COBA497.205 $+179.935 $317.270 $+9.261 $308.009 $+308.009 $
STRYKER CORPSYK485.029 $+122.752 $362.277 $-25.440 $387.717 $+22.912 $364.805 $+364.805 $
ENBRIDGE INCENB463.234 $+61.320 $401.914 $+40.940 $360.974 $+8.045 $352.929 $+352.929 $
INTUITIVE SURGICAL INCISRG452.522 $+95.185 $357.337 $-76.848 $434.185 $+38.464 $395.721 $+395.721 $
PAYCHEX INCPAYX295.033 $-38.346 $333.379 $-49.181 $382.560 $-23.196 $405.756 $+405.756 $
Constellation Energy CorpCEG303.812 $-41.712 $345.524 $-48.243 $393.767 $+147.778 $245.989 $+245.989 $
RIO TINTO PLCRIO388.546 $+68.067 $320.479 $+320.479 $
Royalty Pharma plcRPRX386.400 $+33.600 $352.800 $-7.500 $360.300 $+142.390 $217.910 $+217.910 $
REALTY INCOME CORPO343.011 $-26.896 $369.907 $+87.618 $282.289 $-1.960 $284.249 $+284.249 $
CAMECO CORPCCJ328.449 $-14.538 $342.987 $-11.832 $354.819 $+354.819 $
EMERSON ELECTRIC COEMR345.603 $+62.779 $282.824 $-4.635 $287.459 $+51.075 $236.384 $+236.384 $
EQT CorpEQT313.828 $-4.860 $318.688 $-22.776 $341.464 $+28.631 $312.833 $+312.833 $
Veralto CorpVLTO339.152 $+110.580 $228.572 $+12.135 $216.437 $+7.504 $208.933 $+208.933 $
FREEPORT-MCMORAN INCFCX328.865 $+74.915 $253.950 $-26.741 $280.691 $+280.691 $
Sea LtdSE226.437 $-90.809 $317.246 $+33.352 $283.894 $+52.274 $231.620 $+231.620 $
GOLDMAN SACHS GROUP INCGS309.408 $+77.670 $231.738 $+25.783 $205.955 $+205.955 $
MERCADOLIBRE INCMELI294.082 $+13.649 $280.433 $+58.274 $222.159 $+222.159 $
WATSCO INCWSO221.556 $-20.452 $242.008 $-36.540 $278.548 $+278.548 $
ARES CAPITAL CORPARCC253.583 $-2.256 $255.839 $-19.430 $275.269 $-2.507 $277.776 $+277.776 $
UNITEDHEALTH GROUP INCUNH261.875 $+261.875 $
ROYAL BANK OF CANADARY255.735 $+34.755 $220.980 $+220.980 $
LOCKHEED MARTIN CORPLMT229.743 $-7.382 $237.125 $+17.133 $219.992 $+7.805 $212.187 $+212.187 $
Sunrise Communications AGSNNRF236.322 $+34.518 $201.804 $+201.804 $
Eaton Corp plcETN228.293 $+10.529 $217.764 $+217.764 $
CATERPILLAR INCCAT227.429 $+227.429 $
Liberty Broadband CorpLBRDA222.732 $+222.732 $
AMGEN INCAMGN211.442 $+10.181 $201.261 $+201.261 $
JOHNSON OUTDOORS INCJOUT201.950 $+201.950 $
HEARTLAND EXPRESS INCHTLD159.470 $+70.055 $89.415 $+89.415 $
218.959.069 $+17.151.434 $203.485.321 $+17.119.444 $186.125.384 $+10.880.493 $176.980.614 $+176.980.614 $
Erweiterte Einstellungen ×