Investments: Athena Investment 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. ($)
186.829.232 $+2.317.820 $184.299.499 $+12.019.157 $172.693.279 $+12.200.611 $160.492.668 $+160.492.668 $
BANK OF AMERICA CORP /DE/BAC108.663.974 $+1.559.944 $107.104.030 $+6.433.077 $100.670.953 $+10.497.831 $90.173.122 $+90.173.122 $
JPMORGAN CHASE & COJPM7.822.857 $+105.547 $7.717.310 $+491.303 $7.226.007 $+1.046.655 $6.179.352 $+6.179.352 $
MICROSOFT CORPMSFT6.745.048 $-462.226 $7.207.274 $+248.508 $6.958.766 $+1.666.142 $5.292.624 $+5.292.624 $
BAXTER BROS INC4.078.013 $-187.649 $4.265.662 $+411.742 $3.853.920 $-2.622.508 $6.476.428 $+6.476.428 $
APPFOLIO INCAPPF4.627.413 $+161.888 $4.465.525 $+745.729 $3.719.796 $+131.217 $3.588.579 $+3.588.579 $
RTX CorpRTX2.805.286 $+245.304 $2.559.982 $+315.509 $2.244.473 $+196.112 $2.048.361 $+2.048.361 $
AbbVie Inc.ABBV2.591.077 $-36.670 $2.627.747 $+518.918 $2.108.829 $-276.766 $2.385.595 $+2.385.595 $
GENERAL ELECTRIC COGE2.577.595 $+43.788 $2.533.807 $+336.469 $2.197.338 $+439.621 $1.757.717 $+1.757.717 $
PEPSICO INCPEP2.351.242 $+50.459 $2.300.783 $+129.956 $2.170.827 $-294.288 $2.465.115 $+2.465.115 $
ALPHA PRO TECH LTDAPT2.093.264 $+459.010 $1.634.254 $+400.346 $1.233.908 $+141.081 $1.092.827 $+1.092.827 $
AFLAC INCAFL1.949.133 $-34.882 $1.984.015 $+104.612 $1.879.403 $-126.576 $2.005.979 $+2.005.979 $
JOHNSON & JOHNSONJNJ1.741.062 $+176.681 $1.564.381 $+260.055 $1.304.326 $-111.775 $1.416.101 $+1.416.101 $
CHEVRON CORPCVX1.629.263 $-32.651 $1.661.914 $+169.731 $1.492.183 $-224.547 $1.716.730 $+1.716.730 $
INTEL CORPINTC1.665.223 $+102.913 $1.562.310 $+478.293 $1.084.017 $-49.362 $1.133.379 $+1.133.379 $
HUNTINGTON NATIONAL BANK1.618.061 $+100.320 $1.517.741 $+125.620 $1.392.121 $+164.454 $1.227.667 $+1.227.667 $
BlackRock, Inc.BLK1.477.564 $+31.912 $1.445.652 $+39.951 $1.405.701 $+167.770 $1.237.931 $+1.237.931 $
EXXON MOBIL CORPXOM1.470.555 $+92.073 $1.378.482 $+46.290 $1.332.192 $-135.166 $1.467.358 $+1.467.358 $
ELI LILLY & CoLLY1.376.665 $+380.187 $996.478 $-21.588 $1.018.066 $-62.224 $1.080.290 $+1.080.290 $
PFIZER INCPFE1.302.316 $-30.335 $1.332.651 $+64.078 $1.268.573 $-57.567 $1.326.140 $+1.326.140 $
BERKSHIRE HATHAWAY INCBRK-B1.281.255 $-50.001 $1.331.256 $+10.933 $1.320.323 $+159.609 $1.160.714 $+1.160.714 $
AT&T INC.T1.128.879 $-157.905 $1.286.784 $-41.157 $1.327.941 $+44.425 $1.283.516 $+1.283.516 $
MCDONALDS CORPMCD1.216.407 $+6.925 $1.209.482 $+46.645 $1.162.837 $-142.870 $1.305.707 $+1.305.707 $
AMGEN INCAMGN1.270.940 $+177.701 $1.093.239 $+45.089 $1.048.150 $-97.726 $1.145.876 $+1.145.876 $
HP INCHPQ938.099 $-208.420 $1.146.519 $+95.130 $1.051.389 $-138.838 $1.190.227 $+1.190.227 $
VERIZON COMMUNICATIONS INCVZ1.093.030 $-86.412 $1.179.442 $+53.513 $1.125.929 $-52.388 $1.178.317 $+1.178.317 $
PROCTER & GAMBLE CoPG913.990 $-65.946 $979.936 $-36.162 $1.016.098 $-80.847 $1.096.945 $+1.096.945 $
Hewlett Packard Enterprise CoHPE1.043.237 $-23.453 $1.066.690 $+178.506 $888.184 $+218.028 $670.156 $+670.156 $
Archer-Daniels-Midland CoADM834.410 $-32.656 $867.066 $+86.714 $780.352 $+70.524 $709.828 $+709.828 $
Walmart Inc.WMT741.958 $+50.971 $690.987 $-174.044 $865.031 $+57.740 $807.291 $+807.291 $
NVIDIA CORPNVDA850.333 $-5.029 $855.362 $+127.119 $728.243 $+228.674 $499.569 $+499.569 $
CATERPILLAR INCCAT839.827 $+129.351 $710.476 $+56.730 $653.746 $+98.363 $555.383 $+555.383 $
CITIGROUP INCC781.949 $-32.682 $814.631 $+68.209 $746.422 $+16.011 $730.411 $+730.411 $
Viatris IncVTRS795.356 $+186.575 $608.781 $+65.408 $543.373 $+27.671 $515.702 $+515.702 $
BOEING COBA782.923 $+17.602 $765.321 $+19.825 $745.496 $+137.324 $608.172 $+608.172 $
SCHWAB CHARLES CORPSCHW770.106 $+34.223 $735.883 $+32.605 $703.278 $+99.896 $603.382 $+603.382 $
AMERICAN EXPRESS COAXP732.131 $-35.491 $767.622 $+18.976 $748.646 $+115.571 $633.075 $+633.075 $
GOLDMAN SACHS GROUP INCGS595.962 $+40.110 $555.852 $-161.099 $716.951 $+119.310 $597.641 $+597.641 $
Walt Disney CoDIS649.740 $-4.169 $653.909 $-58.776 $712.685 $+141.114 $571.571 $+571.571 $
EQUIFAX INCEFX565.884 $-87.754 $653.638 $-16.055 $669.693 $+38.873 $630.820 $+630.820 $
DEERE & CODE603.844 $+10.778 $593.066 $-66.446 $659.512 $+97.700 $561.812 $+561.812 $
ORACLE CORPORCL436.793 $-193.466 $630.259 $+123.256 $507.003 $+182.784 $324.219 $+324.219 $
ANALOG DEVICES INCADI614.539 $+57.783 $556.756 $+14.070 $542.686 $+86.307 $456.379 $+456.379 $
Constellation Energy CorpCEG610.804 $+26.705 $584.099 $+11.200 $572.899 $+215.006 $357.893 $+357.893 $
CONOCOPHILLIPSCOP462.808 $-4.845 $467.653 $+23.978 $443.675 $-75.544 $519.219 $+519.219 $
CVS HEALTH CorpCVS514.173 $+24.967 $489.206 $+41.595 $447.611 $+7.981 $439.630 $+439.630 $
Liberty Media CorpFWONA444.219 $-32.452 $476.671 $+1.301 $475.370 $+55.148 $420.222 $+420.222 $
NEXTERA ENERGY INCNEE458.640 $+21.704 $436.936 $+35.133 $401.803 $-8.508 $410.311 $+410.311 $
MCKESSON CORPMCK374.873 $-29.165 $404.038 $-36.363 $440.401 $-5.791 $446.192 $+446.192 $
Phillips 66PSX407.895 $-29.273 $437.168 $+49.562 $387.606 $-13.581 $401.187 $+401.187 $
KEMPER CorpKMPR255.807 $-69.474 $325.281 $-81.966 $407.247 $-14.577 $421.824 $+421.824 $
STRYKER CORPSYK361.663 $-18.727 $380.390 $-29.087 $409.477 $+22.709 $386.768 $+386.768 $
SYSCO CORPSYY330.058 $-38.743 $368.801 $+28.425 $340.376 $+6.598 $333.778 $+333.778 $
COMCAST CORPCMCSA274.360 $-23.470 $297.830 $-40.476 $338.306 $-11.469 $349.775 $+349.775 $
ALLSTATE CORPALL316.804 $-9.893 $326.697 $+20.303 $306.394 $-8.767 $315.161 $+315.161 $
Eaton Corp plcETN221.046 $-101.558 $322.604 $+11.666 $310.938 $+65.204 $245.734 $+245.734 $
Synchrony FinancialSYF317.698 $+4.968 $312.730 $-7.726 $320.456 $+29.998 $290.458 $+290.458 $
MORGAN STANLEYMS320.087 $+33.482 $286.605 $+26.718 $259.887 $+44.631 $215.256 $+215.256 $
COCA COLA COKO312.816 $+16.063 $296.753 $-19.822 $316.575 $+10.431 $306.144 $+306.144 $
Accenture plcACN306.935 $+95.022 $211.913 $-9.323 $221.236 $+221.236 $
CENTERPOINT ENERGY INCCNP302.886 $-3.634 $306.520 $+16.274 $290.246 $-4.739 $294.985 $+294.985 $
Avery Dennison CorpAVY299.738 $+32.482 $267.256 $-21.919 $289.175 $-4.120 $293.295 $+293.295 $
CARDINAL HEALTH INCCAH238.380 $-12.599 $250.979 $-37.477 $288.456 $-7.750 $296.206 $+296.206 $
Trane Technologies plcTT246.364 $-20.737 $267.101 $-9.780 $276.881 $+63.274 $213.607 $+213.607 $
SOUTHERN COSO214.338 $-18.607 $232.945 $-38.688 $271.633 $-355 $271.988 $+271.988 $
GLOBAL PAYMENTS INCGPN209.135 $-15.347 $224.482 $+8.214 $216.268 $-48.312 $264.580 $+264.580 $
AMAZON COM INCAMZN263.366 $+12.837 $250.529 $+205 $250.324 $+33.237 $217.087 $+217.087 $
GENERAL DYNAMICS CORPGD255.525 $-3.294 $258.819 $+37.449 $221.370 $+9.848 $211.522 $+211.522 $
Bank of New York Mellon CorpBK243.789 $+14.973 $228.816 $+228.816 $
WEYERHAEUSER COWY201.024 $-28.092 $229.116 $+229.116 $
PG&E CorpPCG197.822 $+12.187 $185.635 $+14.034 $171.601 $-39.885 $211.486 $+211.486 $
186.829.232 $+2.317.820 $184.299.499 $+12.019.157 $172.693.279 $+12.200.611 $160.492.668 $+160.492.668 $
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