Investments: Canopy 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. ($)
250.022.067 $+11.397.491 $238.367.693 $+22.416.227 $216.416.527 $+12.290.073 $204.369.106 $+204.369.106 $
BANK OF AMERICA CORP /DE/BAC97.225.452 $+3.179.714 $94.045.738 $+5.340.480 $88.705.258 $+4.913.305 $83.791.953 $+83.791.953 $
ALPHA PRO TECH LTDAPT14.998.077 $+3.249.738 $11.748.339 $+3.393.936 $8.354.403 $+789.783 $7.564.620 $+7.564.620 $
APPFOLIO INCAPPF14.635.356 $+1.022.030 $13.613.326 $+2.592.175 $11.021.151 $-1.188.705 $12.209.856 $+12.209.856 $
MICROSOFT CORPMSFT12.123.526 $-756.487 $12.880.013 $+394.934 $12.485.079 $+2.796.197 $9.688.882 $+9.688.882 $
NVIDIA CORPNVDA10.443.969 $-404.507 $10.848.476 $+3.211.266 $7.637.210 $+2.122.529 $5.514.681 $+5.514.681 $
AMAZON COM INCAMZN8.673.996 $+523.328 $8.150.668 $+275.434 $7.875.234 $+284.232 $7.591.002 $+7.591.002 $
BlackRock, Inc.BLK7.985.552 $+154.393 $7.831.159 $+466.317 $7.364.842 $+727.903 $6.636.939 $+6.636.939 $
BERKSHIRE HATHAWAY INCBRK-B6.554.480 $+90.715 $6.463.765 $+455.709 $6.008.056 $-81.725 $6.089.781 $+6.089.781 $
KROGER COKR2.685.703 $-216.230 $2.901.933 $-231.090 $3.133.023 $-2.532.562 $5.665.585 $+5.665.585 $
JPMORGAN CHASE & COJPM4.732.295 $+34.113 $4.698.182 $+425.334 $4.272.848 $+688.148 $3.584.700 $+3.584.700 $
Walmart Inc.WMT3.549.523 $+156.376 $3.393.147 $+212.755 $3.180.392 $+338.366 $2.842.026 $+2.842.026 $
Mastercard IncMA2.807.017 $-26.794 $2.833.811 $+156.167 $2.677.644 $+152.455 $2.525.189 $+2.525.189 $
JOHNSON & JOHNSONJNJ2.791.549 $+266.314 $2.525.235 $+430.116 $2.095.119 $-235.265 $2.330.384 $+2.330.384 $
UNITEDHEALTH GROUP INCUNH1.251.511 $-44.812 $1.296.323 $+214.099 $1.082.224 $-1.555.381 $2.637.605 $+2.637.605 $
AMERICAN EXPRESS COAXP2.297.759 $+254.975 $2.042.784 $+65.427 $1.977.357 $+451.036 $1.526.321 $+1.526.321 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.2.081.164 $+286.250 $1.794.914 $+40.998 $1.753.916 $+494.522 $1.259.394 $+1.259.394 $
CATERPILLAR INCCAT2.024.523 $+341.615 $1.682.908 $+171.606 $1.511.302 $-1.820 $1.513.122 $+1.513.122 $
ELI LILLY & CoLLY1.943.021 $+606.245 $1.336.776 $+123.703 $1.213.073 $+281.315 $931.758 $+931.758 $
Accenture plcACN1.323.256 $+199.993 $1.123.263 $-226.225 $1.349.488 $-236.299 $1.585.787 $+1.585.787 $
SCHWAB CHARLES CORPSCHW1.582.474 $+69.370 $1.513.104 $-64.618 $1.577.722 $+247.275 $1.330.447 $+1.330.447 $
AMGEN INCAMGN1.494.497 $+257.614 $1.236.883 $+45.773 $1.191.110 $-142.012 $1.333.122 $+1.333.122 $
NETFLIX INCNFLX1.076.266 $-319.391 $1.395.657 $+93.895 $1.301.762 $+373.806 $927.956 $+927.956 $
ORACLE CORPORCL865.400 $-502.833 $1.368.233 $+294.322 $1.073.911 $+386.465 $687.446 $+687.446 $
Eaton Corp plcETN1.100.452 $-184.348 $1.284.800 $+218.114 $1.066.686 $+292.786 $773.900 $+773.900 $
AbbVie Inc.ABBV1.229.276 $-16.409 $1.245.685 $+269.324 $976.361 $-213.503 $1.189.864 $+1.189.864 $
STARBUCKS CORPSBUX1.070.646 $+19.153 $1.051.493 $-96.356 $1.147.849 $-92.695 $1.240.544 $+1.240.544 $
CHEVRON CORPCVX1.051.324 $-29.960 $1.081.284 $+117.902 $963.382 $-199.284 $1.162.666 $+1.162.666 $
Booking Holdings Inc.BKNG1.135.330 $+33.879 $1.101.451 $-21.662 $1.123.113 $+238.586 $884.527 $+884.527 $
MCDONALDS CORPMCD978.933 $-105.347 $1.084.280 $+66.652 $1.017.628 $-115.963 $1.133.591 $+1.133.591 $
PROCTER & GAMBLE CoPG940.544 $-26.529 $967.073 $-16.728 $983.801 $-75.018 $1.058.819 $+1.058.819 $
TransDigm Group INCTDG885.680 $-7.938 $893.618 $-132.814 $1.026.432 $+94.095 $932.337 $+932.337 $
PEPSICO INCPEP912.500 $+29.694 $882.806 $+54.783 $828.023 $-176.875 $1.004.898 $+1.004.898 $
NEXTERA ENERGY INCNEE977.971 $+79.036 $898.935 $+67.561 $831.374 $+73.489 $757.885 $+757.885 $
MORGAN STANLEYMS967.183 $+122.152 $845.031 $+109.178 $735.853 $+102.802 $633.051 $+633.051 $
DEERE & CODE682.060 $-113.115 $795.175 $-137.904 $933.079 $-30.966 $964.045 $+964.045 $
EQUITABLE TRUST CO961.495 $+216.234 $745.261 $+31.036 $714.225 $-137.837 $852.062 $+852.062 $
ASML HOLDING NVASML956.455 $+105.504 $850.951 $+176.982 $673.969 $+77.602 $596.367 $+596.367 $
GENERAL ELECTRIC COGE953.353 $+22.315 $931.038 $+217.296 $713.742 $+219.572 $494.170 $+494.170 $
ASSOCIATED BANC-CORPASB894.818 $+116.846 $777.972 $-36.681 $814.653 $-20.008 $834.661 $+834.661 $
PFIZER INCPFE869.234 $+35.401 $833.833 $-53.787 $887.620 $+11.008 $876.612 $+876.612 $
Bank of New York Mellon CorpBK823.755 $-52.864 $876.619 $+242.777 $633.842 $+20.340 $613.502 $+613.502 $
GOLDMAN SACHS GROUP INCGS858.869 $+162.781 $696.088 $+21.533 $674.555 $+157.165 $517.390 $+517.390 $
AppLovin CorpAPP737.833 $-86.332 $824.165 $+447.479 $376.686 $+86.544 $290.142 $+290.142 $
INTUITIVE SURGICAL INCISRG817.257 $+271.189 $546.068 $-117.979 $664.047 $+257.430 $406.617 $+406.617 $
LOCKHEED MARTIN CORPLMT653.438 $-13.507 $666.945 $-62.964 $729.909 $+18.300 $711.609 $+711.609 $
STRYKER CORPSYK638.270 $+33.120 $605.150 $-111.336 $716.486 $+181.563 $534.923 $+534.923 $
CONOCOPHILLIPSCOP639.263 $-23.813 $663.076 $+29.063 $634.013 $-81.803 $715.816 $+715.816 $
ANALOG DEVICES INCADI444.226 $+67.568 $376.658 $-2.032 $378.690 $-333.003 $711.693 $+711.693 $
EXXON MOBIL CORPXOM708.682 $+69.389 $639.293 $+89.082 $550.211 $-79.642 $629.853 $+629.853 $
NISA INVESTMENT ADVISORS, LLC672.876 $-22.602 $695.478 $+39.647 $655.831 $+131.930 $523.901 $+523.901 $
RTX CorpRTX687.062 $+258.823 $428.239 $+99.694 $328.545 $+26.934 $301.611 $+301.611 $
FAIR ISAAC CORPFICO613.695 $+82.427 $531.268 $-132.281 $663.549 $-4.037 $667.586 $+667.586 $
CINTAS CORPCTAS623.640 $+101.869 $521.771 $+20.313 $501.458 $+172.199 $329.259 $+329.259 $
TARGET CORPTGT617.585 $+172.045 $445.540 $-61.225 $506.765 $-76.086 $582.851 $+582.851 $
MICRON TECHNOLOGY INCMU616.771 $+303.883 $312.888 $+312.888 $
EMERSON ELECTRIC COEMR609.318 $+40.653 $568.665 $-2.654 $571.319 $+158.524 $412.795 $+412.795 $
Edwards Lifesciences CorpEW598.029 $+26.964 $571.065 $-9.801 $580.866 $+39.006 $541.860 $+541.860 $
PALATIN TECHNOLOGIES INCPTNT505.343 $-80.214 $585.557 $+274.128 $311.429 $+311.429 $
ADVANCED MICRO DEVICES INCAMD577.804 $+166.534 $411.270 $+73.260 $338.010 $+53.109 $284.901 $+284.901 $
COCA COLA COKO528.869 $+65.624 $463.245 $-23.586 $486.831 $-20.597 $507.428 $+507.428 $
NBC SECURITIES, INC.492.550 $-9.212 $501.762 $+8.123 $493.639 $+20.385 $473.254 $+473.254 $
ROYAL BANK OF CANADARY500.729 $+61.273 $439.456 $+58.093 $381.363 $+65.634 $315.729 $+315.729 $
ASTRAZENECA PLCAZN496.514 $+82.149 $414.365 $+65.314 $349.051 $-13.525 $362.576 $+362.576 $
SAP SESAP419.991 $-46.825 $466.816 $-26.738 $493.554 $+55.460 $438.094 $+438.094 $
MERCADOLIBRE INCMELI388.752 $-97.332 $486.084 $+104.494 $381.590 $+381.590 $
Palo Alto Networks IncPANW416.730 $-65.315 $482.045 $+32.988 $449.057 $+163.342 $285.715 $+285.715 $
NOVARTIS AGNVS479.650 $+49.661 $429.989 $+52.075 $377.914 $+36.451 $341.463 $+341.463 $
ADVANTEST CORPATEYY477.003 $+80.229 $396.774 $+109.513 $287.261 $+287.261 $
HANTZ FINANCIAL SERVICES, INC.403.298 $-15.867 $419.165 $+40.153 $379.012 $+72.743 $306.269 $+306.269 $
Fisher Asset Management, LLC377.106 $-36.884 $413.990 $+283.157 $130.833 $+21.982 $108.851 $+108.851 $
LINDE PLCLIN291.224 $-121.076 $412.300 $+42.586 $369.714 $+13.034 $356.680 $+356.680 $
WILLIAMS SONOMA INCWSM379.861 $-31.170 $411.031 $+92.786 $318.245 $+10.266 $307.979 $+307.979 $
ALLIANZ SE404.340 $+41.299 $363.041 $+23.421 $339.620 $+19.169 $320.451 $+320.451 $
ROPER TECHNOLOGIES INCROP206.985 $-45.352 $252.337 $-127.446 $379.783 $-24.079 $403.862 $+403.862 $
BOEING COBA296.803 $-83.274 $380.077 $-2.315 $382.392 $+73.526 $308.866 $+308.866 $
AFLAC INCAFL356.393 $-13.334 $369.727 $+29.091 $340.636 $-20.176 $360.812 $+360.812 $
LAM RESEARCH CORPLRCX367.866 $+123.097 $244.769 $+244.769 $
RENAISSANCE GROUP LLC351.926 $-9.862 $361.788 $+361.788 $
GENERAL DYNAMICS CORPGD351.136 $-8.960 $360.096 $+117.727 $242.369 $+28.121 $214.248 $+214.248 $
Sony Group CorpSONY309.709 $-44.725 $354.434 $+54.803 $299.631 $+7.367 $292.264 $+292.264 $
HDFC BANK LTDHDB344.061 $+26.612 $317.449 $-33.086 $350.535 $+46.771 $303.764 $+303.764 $
Parker-Hannifin CorpPH348.068 $+92.571 $255.497 $+7.540 $247.957 $+30.347 $217.610 $+217.610 $
BARCLAYS PLCBCS342.684 $+69.096 $273.588 $+30.784 $242.804 $+42.187 $200.617 $+200.617 $
Shell plcSHEL339.404 $-149 $339.553 $+21.793 $317.760 $-5.405 $323.165 $+323.165 $
Infosys LtdINFY333.555 $+35.781 $297.774 $-38.342 $336.116 $+24.643 $311.473 $+311.473 $
STANTEC INCSTN271.096 $-47.453 $318.549 $+5.985 $312.564 $+82.932 $229.632 $+229.632 $
CUMMINS INCCMI305.249 $+48.870 $256.379 $+256.379 $
HITACHI LTDHTHIY305.105 $+44.498 $260.607 $-31.359 $291.966 $+56.622 $235.344 $+235.344 $
ITOCHU CORPITOCF301.710 $+29.766 $271.944 $+27.714 $244.230 $+27.982 $216.248 $+216.248 $
IMPERIAL OIL LTDIMO288.016 $-12.515 $300.531 $+37.293 $263.238 $+23.714 $239.524 $+239.524 $
WIPRO LTDWIT257.153 $+14.015 $243.138 $-33.654 $276.792 $-23.712 $300.504 $+300.504 $
INTEL CORPINTC262.617 $+54.942 $207.675 $+207.675 $
Walt Disney CoDIS221.852 $-40.124 $261.976 $+54.383 $207.593 $+207.593 $
COLGATE PALMOLIVE COCL200.869 $-56.014 $256.883 $-2.385 $259.268 $+259.268 $
AT&T INC.T222.765 $-33.513 $256.278 $+48.344 $207.934 $+8.277 $199.657 $+199.657 $
SUN LIFE FINANCIAL INCSLF239.366 $+5.549 $233.817 $-22.281 $256.098 $+35.418 $220.680 $+220.680 $
3M COMMM253.118 $+35.090 $218.028 $-37.278 $255.306 $+9.022 $246.284 $+246.284 $
TORONTO DOMINION BANKTD251.043 $+42.693 $208.350 $+208.350 $
Aon plcAON224.432 $+2.283 $222.149 $+4.169 $217.980 $-24.268 $242.248 $+242.248 $
NICOLET BANKSHARES INCNIC237.320 $+6.793 $230.527 $-8.381 $238.908 $+12.284 $226.624 $+226.624 $
CITIGROUP INCC226.999 $+4.232 $222.767 $+10.131 $212.636 $+212.636 $
CELESTICA INCCLS215.795 $+215.795 $
UNILEVER PLCUL201.890 $-7.013 $208.903 $+208.903 $
Strategy IncMSTR208.178 $+208.178 $
VERIZON COMMUNICATIONS INCVZ206.664 $+206.664 $
COPART INCCPRT204.856 $+204.856 $
ROYAL GOLD INCRGLD202.062 $+202.062 $
UNITED MICROELECTRONICS CORPUMC198.772 $+7.081 $191.691 $+5.605 $186.086 $-5.398 $191.484 $+191.484 $
BARRICK MINING CORPB192.273 $+192.273 $
NASPERS LTD154.280 $+154.280 $
Duke Energy CORPDUK130.572 $-4.439 $135.011 $+40.611 $94.400 $+4.264 $90.136 $+90.136 $
RHUMBLINE ADVISERS132.408 $+15.087 $117.321 $+6.923 $110.398 $-20.033 $130.431 $+130.431 $
MIZUHO FINANCIAL GROUP INCMFG111.191 $+23.629 $87.562 $+21.565 $65.997 $+593 $65.404 $+65.404 $
XCEL ENERGY INCXEL44.907 $-1.305 $46.212 $+10.664 $35.548 $-1.404 $36.952 $+36.952 $
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY37.796 $+37.796 $
250.022.067 $+11.397.491 $238.367.693 $+22.416.227 $216.416.527 $+12.290.073 $204.369.106 $+204.369.106 $
Erweiterte Einstellungen ×