Investments: Richard W. Paul & Associates, 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. ($)
287.129.590 $+8.331.194 $278.587.509 $+16.330.709 $263.335.265 $+21.834.845 $241.514.285 $+241.514.285 $
BANK OF AMERICA CORP /DE/BAC210.343.407 $+5.713.168 $204.630.239 $+8.755.432 $195.874.807 $+13.331.281 $182.543.526 $+182.543.526 $
BlackRock, Inc.BLK13.944.801 $+1.769.560 $12.175.241 $+743.891 $11.431.350 $+1.551.260 $9.880.090 $+9.880.090 $
APPFOLIO INCAPPF4.930.430 $-32.630 $4.963.060 $+1.116.856 $3.846.204 $-157.826 $4.004.030 $+4.004.030 $
MICROSOFT CORPMSFT4.521.139 $-142.972 $4.664.111 $+13.602 $4.650.509 $+1.159.024 $3.491.485 $+3.491.485 $
NVIDIA CORPNVDA3.690.643 $-103.814 $3.794.457 $+219.643 $3.574.814 $+1.119.057 $2.455.757 $+2.455.757 $
ALPHA PRO TECH LTDAPT3.775.075 $+99.345 $3.675.730 $+1.426.078 $2.249.652 $+288.707 $1.960.945 $+1.960.945 $
Fidelity Ethereum FundFETH2.198.276 $-349.528 $2.547.804 $+902.340 $1.645.464 $+764.117 $881.347 $+881.347 $
NETFLIX INCNFLX1.414.932 $-158.051 $1.572.983 $-813.347 $2.386.330 $+621.051 $1.765.279 $+1.765.279 $
JPMORGAN CHASE & COJPM1.983.786 $-1.150 $1.984.936 $+117.581 $1.867.355 $+201.083 $1.666.272 $+1.666.272 $
AMAZON COM INCAMZN1.942.697 $+69.875 $1.872.822 $-102.017 $1.974.839 $+267.541 $1.707.298 $+1.707.298 $
ALIGN TECHNOLOGY INCALGN1.703.596 $+157.379 $1.546.217 $+1.543.199 $3.018 $+3.018 $
UNITEDHEALTH GROUP INCUNH1.491.815 $-162.294 $1.654.109 $+405.303 $1.248.806 $+90.632 $1.158.174 $+1.158.174 $
AbbVie Inc.ABBV1.575.749 $-74.441 $1.650.190 $+281.724 $1.368.466 $-218.410 $1.586.876 $+1.586.876 $
MICRON TECHNOLOGY INCMU1.517.122 $-93.726 $1.610.848 $+314.767 $1.296.081 $+402.581 $893.500 $+893.500 $
UNITED PARCEL SERVICE INCUPS1.519.311 $+252.391 $1.266.920 $+370.239 $896.681 $+128.373 $768.308 $+768.308 $
Accenture plcACN1.455.953 $+1.080.568 $375.385 $+9.245 $366.140 $+351.786 $14.354 $+14.354 $
VERIZON COMMUNICATIONS INCVZ1.452.920 $+97.958 $1.354.962 $+111.718 $1.243.244 $-68.309 $1.311.553 $+1.311.553 $
ASML HOLDING NVASML1.416.858 $-34.535 $1.451.393 $+678.782 $772.611 $+186.183 $586.428 $+586.428 $
ELI LILLY & CoLLY1.368.158 $+301.461 $1.066.697 $+111.807 $954.890 $-6.388 $961.278 $+961.278 $
ADVANCED MICRO DEVICES INCAMD1.363.021 $+46.131 $1.316.890 $+57.598 $1.259.292 $+397.663 $861.629 $+861.629 $
FISERV INCFISV1.327.346 $+1.324.767 $2.579 $-3.283 $5.862 $-1.205 $7.067 $+7.067 $
Vertiv Holdings CoVRT1.127.717 $-196.030 $1.323.747 $+193.280 $1.130.467 $+500.488 $629.979 $+629.979 $
Zoetis Inc.ZTS1.081.346 $+135.347 $945.999 $-271.711 $1.217.710 $-15.735 $1.233.445 $+1.233.445 $
Mastercard IncMA1.187.242 $+111.876 $1.075.366 $+71.491 $1.003.875 $+25.295 $978.580 $+978.580 $
AT&T INC.T1.073.190 $+82.488 $990.702 $-415 $991.117 $-195.316 $1.186.433 $+1.186.433 $
ORACLE CORPORCL7.796 $-1.122.618 $1.130.414 $-42.789 $1.173.203 $+86.795 $1.086.408 $+1.086.408 $
CHIPOTLE MEXICAN GRILL INCCMG1.850 $-110 $1.960 $-1.161.861 $1.163.821 $+151.487 $1.012.334 $+1.012.334 $
CVS HEALTH CorpCVS1.111.596 $-41.492 $1.153.088 $+55.623 $1.097.465 $+7.243 $1.090.222 $+1.090.222 $
JOHNSON & JOHNSONJNJ1.133.260 $+81.731 $1.051.529 $+130.300 $921.229 $-106.134 $1.027.363 $+1.027.363 $
TARGET CORPTGT1.069.907 $+279.811 $790.096 $-66.383 $856.479 $+856.479 $
NEXTERA ENERGY INCNEE1.044.371 $+349.204 $695.167 $+116.220 $578.947 $+30.936 $548.011 $+548.011 $
PFIZER INCPFE1.025.727 $+38.127 $987.600 $+31.228 $956.372 $+136.532 $819.840 $+819.840 $
Walmart Inc.WMT974.206 $+110.014 $864.192 $+52.737 $811.455 $-68.072 $879.527 $+879.527 $
STARBUCKS CORPSBUX3.453 $-766.326 $769.779 $-62.528 $832.307 $-141.233 $973.540 $+973.540 $
PROCTER & GAMBLE CoPG973.346 $+43.194 $930.152 $+66.852 $863.300 $-41.951 $905.251 $+905.251 $
INTUITIVE SURGICAL INCISRG916.937 $+204.947 $711.990 $-71.064 $783.054 $+77.790 $705.264 $+705.264 $
COCA COLA COKO741.302 $+90.395 $650.907 $+11.024 $639.883 $-170.894 $810.777 $+810.777 $
SHERWIN WILLIAMS COSHW748.605 $+59.869 $688.736 $+41.541 $647.195 $-457 $647.652 $+647.652 $
PEPSICO INCPEP732.576 $+67.544 $665.032 $+21.852 $643.180 $-42.045 $685.225 $+685.225 $
3M COMMM2.882 $-649.290 $652.172 $+9.849 $642.323 $-65.203 $707.526 $+707.526 $
INTEL CORPINTC2.435 $-655.902 $658.337 $+230.664 $427.673 $+12.385 $415.288 $+415.288 $
LAM RESEARCH CORPLRCX535.575 $-115.902 $651.477 $+175.484 $475.993 $+249.823 $226.170 $+226.170 $
Bank of New York Mellon CorpBK570.246 $-10.232 $580.478 $+82.319 $498.159 $-20.384 $518.543 $+518.543 $
AMERICAN EXPRESS COAXP551.097 $+16.467 $534.630 $+17.425 $517.205 $+78.300 $438.905 $+438.905 $
LOCKHEED MARTIN CORPLMT543.503 $-4.871 $548.374 $+48.520 $499.854 $-9.440 $509.294 $+509.294 $
MCKESSON CORPMCK441.604 $+3.314 $438.290 $+20.370 $417.920 $-97.117 $515.037 $+515.037 $
ANALOG DEVICES INCADI475.205 $+13.043 $462.162 $+462.162 $
DOMINOS PIZZA INCDPZ1.667 $-3.514 $5.181 $-432.093 $437.274 $-4.867 $442.141 $+442.141 $
STERIS plcSTE438.083 $+438.083 $
Parker-Hannifin CorpPH437.955 $+21.553 $416.402 $-18.881 $435.283 $+51.032 $384.251 $+384.251 $
DELTA AIR LINES, INC.DAL435.862 $+53.897 $381.965 $+51.677 $330.288 $+38.685 $291.603 $+291.603 $
BOSTON SCIENTIFIC CORPBSX2.098 $-50 $2.148 $-374.539 $376.687 $-55.180 $431.867 $+431.867 $
KROGER COKR310.378 $-51.675 $362.053 $-24.725 $386.778 $+20.951 $365.827 $+365.827 $
LINDE PLCLIN373.566 $+143.990 $229.576 $+2.686 $226.890 $+226.890 $
CARNIVAL CORPCCL366.999 $-5.362 $372.361 $+372.361 $
SYNOPSYS INCSNPS355.287 $+355.287 $
SYSCO CORPSYY255.799 $-50.717 $306.516 $+21.214 $285.302 $+2.541 $282.761 $+282.761 $
PPL CorpPPL268.973 $-36.722 $305.695 $+25.352 $280.343 $-18.937 $299.280 $+299.280 $
REINSURANCE GROUP OF AMERICA INCRGA302.162 $+12.892 $289.270 $+289.270 $
EXXON MOBIL CORPXOM24.429 $+1.653 $22.776 $-509 $23.285 $-268.388 $291.673 $+291.673 $
Walt Disney CoDIS265.599 $-20.025 $285.624 $+19.845 $265.779 $+52.665 $213.114 $+213.114 $
CENTERPOINT ENERGY INCCNP237.909 $-21.670 $259.579 $+12.646 $246.933 $+2.310 $244.623 $+244.623 $
ALLSTATE CORPALL213.562 $-20.836 $234.398 $+234.398 $
GRAPHIC PACKAGING HOLDING COGPK187.987 $-44.329 $232.316 $+232.316 $
SPS COMMERCE INCSPSC117.704 $-18.796 $136.500 $-1.893 $138.393 $+12.332 $126.061 $+126.061 $
TotalEnergies SETTE31.009 $+2.119 $28.890 $+2.185 $26.705 $-1.241 $27.946 $+27.946 $
ENBRIDGE INCENB28.746 $-1.227 $29.973 $+3.008 $26.965 $+778 $26.187 $+26.187 $
NATIONAL GRID PLCNGG29.780 $+1.947 $27.833 $-740 $28.573 $+3.510 $25.063 $+25.063 $
SanofiSNY23.503 $+469 $23.034 $-445 $23.479 $-3.253 $26.732 $+26.732 $
XCEL ENERGY INCXEL21.124 $-4.523 $25.647 $+3.923 $21.724 $-292 $22.016 $+22.016 $
CHEVRON CORPCVX23.624 $-135 $23.759 $+1.851 $21.908 $-3.186 $25.094 $+25.094 $
MORGAN STANLEYMS14.541 $-9.230 $23.771 $-224 $23.995 $+23.995 $
AMGEN INCAMGN22.912 $+618 $22.294 $+1.074 $21.220 $+346 $20.874 $+20.874 $
REALTY INCOME CORPO18.433 $-1.445 $19.878 $+982 $18.896 $+2.421 $16.475 $+16.475 $
FIRSTENERGY CORPFE19.564 $-184 $19.748 $+4.530 $15.218 $+8.104 $7.114 $+7.114 $
TC ENERGY CORPTRP18.428 $+255 $18.173 $+1.828 $16.345 $+813 $15.532 $+15.532 $
Duke Energy CORPDUK17.464 $-727 $18.191 $+845 $17.346 $-706 $18.052 $+18.052 $
GSK plcGSK16.723 $-1.404 $18.127 $+1.500 $16.627 $+16.627 $
TWILIO INCTWLO17.353 $+5.142 $12.211 $-4.080 $16.291 $+1.311 $14.980 $+14.980 $
Amcor plcAMCR17.189 $+134 $17.055 $+9.905 $7.150 $-183 $7.333 $+7.333 $
PAYCHEX INCPAYX14.471 $+5.986 $8.485 $+8.485 $
SOUTHERN COSO6.627 $-765 $7.392 $-1.791 $9.183 $-3.230 $12.413 $+12.413 $
UNILEVER PLCUL11.380 $+11.380 $
DIAGEO PLCDEO8.800 $-934 $9.734 $-552 $10.286 $+17 $10.269 $+10.269 $
GENUINE PARTS COGPC3.566 $-453 $4.019 $+1.229 $2.790 $+50 $2.740 $+2.740 $
COMCAST CORPCMCSA3.173 $-432 $3.605 $-122 $3.727 $+3.727 $
HARBOUR INVESTMENTS, INC.3.683 $+2.855 $828 $+59 $769 $+769 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.579 $+1.861 $1.718 $+1.718 $
AUTOLIV INCALV3.561 $+226 $3.335 $+314 $3.021 $+633 $2.388 $+2.388 $
COMMONWEALTH EQUITY SERVICES, LLC3.466 $+1.823 $1.643 $+1.643 $
CATERPILLAR INCCAT3.437 $+574 $2.863 $+534 $2.329 $+350 $1.979 $+1.979 $
CDW CorpCDW2.588 $-438 $3.026 $-367 $3.393 $+348 $3.045 $+3.045 $
CLEAN HARBORS INCCLH3.005 $+443 $2.562 $+2.562 $
ZEBRA TECHNOLOGIES CORPZBRA1.943 $-434 $2.377 $-90 $2.467 $+207 $2.260 $+2.260 $
GOLDMAN SACHS GROUP INCGS1.833 $+1.833 $
Palo Alto Networks IncPANW1.474 $-155 $1.629 $-8 $1.637 $+272 $1.365 $+1.365 $
WELLS FARGO & COMPANY/MNWFC1.570 $+1.570 $
SCHWAB CHARLES CORPSCHW1.299 $+1.299 $
ALBEMARLE CORPALB792 $+792 $
Solventum CorpSOLV365 $-14 $379 $-1 $380 $+380 $
287.129.590 $+8.331.194 $278.587.509 $+16.330.709 $263.335.265 $+21.834.845 $241.514.285 $+241.514.285 $
Erweiterte Einstellungen ×