Investments: Baron Wealth Management 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. ($)
255.974.031 $+17.582.679 $239.112.495 $+16.726.004 $223.757.048 $+29.087.969 $196.775.360 $+196.775.360 $
BANK OF AMERICA CORP /DE/BAC178.948.629 $+9.281.723 $169.666.906 $+10.060.565 $159.606.341 $+18.496.533 $141.109.808 $+141.109.808 $
APPFOLIO INCAPPF9.970.330 $+859.907 $9.110.423 $+2.705.223 $6.405.200 $-724.106 $7.129.306 $+7.129.306 $
MICROSOFT CORPMSFT4.770.272 $-60.173 $4.830.445 $-192.554 $5.022.999 $+1.754.671 $3.268.328 $+3.268.328 $
NVIDIA CORPNVDA4.424.081 $+454.266 $3.969.815 $+128.649 $3.841.166 $+1.909.289 $1.931.877 $+1.931.877 $
ALPHA PRO TECH LTDAPT3.648.167 $+913.519 $2.734.648 $+610.080 $2.124.568 $+541.895 $1.582.673 $+1.582.673 $
AMAZON COM INCAMZN3.333.857 $+493.820 $2.840.037 $-181.740 $3.021.777 $+847.574 $2.174.203 $+2.174.203 $
JOHNSON & JOHNSONJNJ2.380.752 $+266.447 $2.114.305 $+452.761 $1.661.544 $-520.396 $2.181.940 $+2.181.940 $
JPMORGAN CHASE & COJPM2.067.990 $+72.480 $1.995.510 $+211.493 $1.784.017 $+553.766 $1.230.251 $+1.230.251 $
NETFLIX INCNFLX1.175.563 $-321.888 $1.497.451 $-287.609 $1.785.060 $+603.544 $1.181.516 $+1.181.516 $
FORD MOTOR COF1.439.774 $+67.007 $1.372.767 $-234.420 $1.607.187 $+136.118 $1.471.069 $+1.471.069 $
Parker-Hannifin CorpPH1.567.822 $+355.842 $1.211.980 $+139.591 $1.072.389 $+295.632 $776.757 $+776.757 $
Walmart Inc.WMT1.423.248 $+462.846 $960.402 $+99.634 $860.768 $+136.887 $723.881 $+723.881 $
ANALOG DEVICES INCADI1.276.545 $+131.334 $1.145.211 $+38.418 $1.106.793 $+90.981 $1.015.812 $+1.015.812 $
BORGWARNER INCBWA1.164.719 $+148.770 $1.015.949 $+287.645 $728.304 $+119.715 $608.589 $+608.589 $
HEICO CORPHEI820.301 $+661 $819.640 $-328.688 $1.148.328 $+144.228 $1.004.100 $+1.004.100 $
BERKSHIRE HATHAWAY INCBRK-B1.021.887 $+65.173 $956.714 $-22.113 $978.827 $-161.959 $1.140.786 $+1.140.786 $
MORGAN STANLEYMS1.041.001 $+203.866 $837.135 $+102.458 $734.677 $+173.499 $561.178 $+561.178 $
PROCTER & GAMBLE CoPG838.906 $-69.998 $908.904 $-43.533 $952.437 $-86.654 $1.039.091 $+1.039.091 $
CHEVRON CORPCVX845.572 $-39.219 $884.791 $+94.189 $790.602 $-209.457 $1.000.059 $+1.000.059 $
FASTENAL COFAST812.824 $-181.341 $994.165 $+142.727 $851.438 $+40.681 $810.757 $+810.757 $
BARCLAYS PLCBCS974.272 $+262.546 $711.726 $+99.433 $612.293 $+120.026 $492.267 $+492.267 $
TYLER TECHNOLOGIES INCTYL620.550 $-206.566 $827.116 $-106.014 $933.130 $+3.487 $929.643 $+929.643 $
ELI LILLY & CoLLY900.856 $+390.990 $509.866 $+9.238 $500.628 $-17.393 $518.021 $+518.021 $
Mastercard IncMA849.598 $+3.096 $846.502 $+27.676 $818.826 $+112.234 $706.592 $+706.592 $
NatWest Group plcNWG849.564 $+222.245 $627.319 $+15.019 $612.300 $+183.549 $428.751 $+428.751 $
CATERPILLAR INCCAT819.297 $+176.984 $642.313 $+138.759 $503.554 $+68.515 $435.039 $+435.039 $
JABIL INCJBL809.943 $+30.074 $779.869 $+11.058 $768.811 $+456.391 $312.420 $+312.420 $
EXXON MOBIL CORPXOM612.554 $+136.243 $476.311 $+140.324 $335.987 $-463.388 $799.375 $+799.375 $
UNITEDHEALTH GROUP INCUNH684.740 $+18.924 $665.816 $+349.751 $316.065 $-462.277 $778.342 $+778.342 $
LINDE PLCLIN642.594 $-120.295 $762.889 $-7.064 $769.953 $+3.489 $766.464 $+766.464 $
CINTAS CORPCTAS263.681 $-267.322 $531.003 $-124.645 $655.648 $+147.232 $508.416 $+508.416 $
GOLDMAN SACHS GROUP INCGS622.575 $+100.775 $521.800 $+74.361 $447.439 $+177.483 $269.956 $+269.956 $
KINROSS GOLD CORPKGC621.195 $+88.931 $532.264 $+202.726 $329.538 $+168.470 $161.068 $+161.068 $
AMGEN INCAMGN620.985 $+379.425 $241.560 $+241.560 $
EMERSON ELECTRIC COEMR595.485 $+32.017 $563.468 $-4.525 $567.993 $+244.475 $323.518 $+323.518 $
RTX CorpRTX586.950 $+53.127 $533.823 $+72.244 $461.579 $+47.928 $413.651 $+413.651 $
PAYCHEX INCPAYX313.401 $-144.741 $458.142 $-80.718 $538.860 $-33.925 $572.785 $+572.785 $
AbbVie Inc.ABBV557.757 $+146.119 $411.638 $+106.182 $305.456 $-181.349 $486.805 $+486.805 $
ROLLINS INCROL491.984 $-55.414 $547.398 $+21.620 $525.778 $+1.741 $524.037 $+524.037 $
SAP SESAP399.101 $-61.339 $460.440 $-82.429 $542.869 $+87.851 $455.018 $+455.018 $
AFLAC INCAFL478.577 $-4.068 $482.645 $+43.954 $438.691 $-85.644 $524.335 $+524.335 $
MCDONALDS CORPMCD497.450 $+31.428 $466.022 $-2.743 $468.765 $-54.257 $523.022 $+523.022 $
BERKLEY W R CORPWRB436.146 $-54.528 $490.674 $+6.580 $484.094 $-28.187 $512.281 $+512.281 $
3M COMMM511.693 $+94.560 $417.133 $-27.138 $444.271 $-5.287 $449.558 $+449.558 $
SUNCOR ENERGY INCSU503.133 $+48.107 $455.026 $+81.217 $373.809 $+373.809 $
CITIGROUP INCC491.618 $+150.119 $341.499 $+61.711 $279.788 $+279.788 $
STRYKER CORPSYK439.408 $-20.846 $460.254 $-27.910 $488.164 $+31.139 $457.025 $+457.025 $
COLGATE PALMOLIVE COCL276.980 $-184.884 $461.864 $-25.744 $487.608 $+185.911 $301.697 $+301.697 $
Sony Group CorpSONY441.686 $-45.642 $487.328 $+24.931 $462.397 $+52.526 $409.871 $+409.871 $
MICRON TECHNOLOGY INCMU482.093 $+208.004 $274.089 $+30.289 $243.800 $+34.823 $208.977 $+208.977 $
Alcoa CorpAA473.379 $+473.379 $
POOL CORPPOOL444.287 $-12.568 $456.855 $+70.018 $386.837 $+184.085 $202.752 $+202.752 $
GENERAL ELECTRIC COGE455.214 $+168.332 $286.882 $+52.017 $234.865 $+4.642 $230.223 $+230.223 $
MCKESSON CORPMCK432.301 $-21.182 $453.483 $+28.470 $425.013 $+77.750 $347.263 $+347.263 $
NEXTERA ENERGY INCNEE452.960 $+26.813 $426.147 $+23.589 $402.558 $+6.377 $396.181 $+396.181 $
Shell plcSHEL349.324 $+9.270 $340.054 $+2.438 $337.616 $-113.422 $451.038 $+451.038 $
BlackRock, Inc.BLK448.697 $+7.481 $441.216 $+13.860 $427.356 $+37.937 $389.419 $+389.419 $
Duke Energy CORPDUK380.818 $-66.638 $447.456 $+70.368 $377.088 $-1.448 $378.536 $+378.536 $
ALLSTATE CORPALL327.691 $-4.212 $331.903 $-113.448 $445.351 $+65.343 $380.008 $+380.008 $
MANULIFE FINANCIAL CORPMFC440.475 $+62.283 $378.192 $-24.888 $403.080 $+10.216 $392.864 $+392.864 $
CELESTICA INCCLS439.572 $+87.741 $351.831 $+143.892 $207.939 $+207.939 $
RESMED INCRMD362.104 $-60.869 $422.973 $+40.843 $382.130 $+94.466 $287.664 $+287.664 $
SCHWAB CHARLES CORPSCHW417.533 $+57.512 $360.021 $-468 $360.489 $+75.472 $285.017 $+285.017 $
Medtronic plcMDT416.106 $+123.347 $292.759 $-24.624 $317.383 $+317.383 $
AMERICAN EXPRESS COAXP410.343 $+136.927 $273.416 $+26.495 $246.921 $+246.921 $
Palo Alto Networks IncPANW317.929 $-19.062 $336.991 $-63.694 $400.685 $+78.175 $322.510 $+322.510 $
Walt Disney CoDIS260.700 $+15.502 $245.198 $-153.869 $399.067 $+46.903 $352.164 $+352.164 $
BUCKLE INCBKE368.719 $-27.431 $396.150 $+112.513 $283.637 $+283.637 $
BOSTON SCIENTIFIC CORPBSX297.397 $-16.386 $313.783 $-77.980 $391.763 $+39.353 $352.410 $+352.410 $
ON SEMICONDUCTOR CORPON369.141 $+31.762 $337.379 $-53.600 $390.979 $+82.142 $308.837 $+308.837 $
Zoetis Inc.ZTS373.082 $+119.935 $253.147 $-136.266 $389.413 $+90.900 $298.513 $+298.513 $
ASML HOLDING NVASML388.359 $+33.070 $355.289 $+47.555 $307.734 $+307.734 $
SOUTHERN COSO258.550 $-118.928 $377.478 $+85.988 $291.490 $+35.096 $256.394 $+256.394 $
MURPHY OIL CORPMUR369.180 $+39.045 $330.135 $+107.494 $222.641 $+222.641 $
EQUITY RESIDENTIALEQR223.020 $-805 $223.825 $-145.027 $368.852 $+368.852 $
IMPERIAL OIL LTDIMO337.115 $-15.900 $353.015 $+60.373 $292.642 $+292.642 $
MAGNA INTERNATIONAL INCMGA350.309 $+350.309 $
INTUITIVE SURGICAL INCISRG339.755 $+339.755 $
STARBUCKS CORPSBUX288.762 $+6.389 $282.373 $+4.887 $277.486 $-56.015 $333.501 $+333.501 $
Unum GroupUNM264.004 $-69.313 $333.317 $+333.317 $
KENNAMETAL INCKMT327.649 $+124.781 $202.868 $-13.535 $216.403 $+216.403 $
ALCON INCALC228.557 $-98.952 $327.509 $+327.509 $
FAIR ISAAC CORPFICO324.599 $+81.480 $243.119 $-29.817 $272.936 $+272.936 $
AGNICO EAGLE MINES LTDAEM318.622 $+11.783 $306.839 $+102.845 $203.994 $+203.994 $
ORACLE CORPORCL268.308 $-47.578 $315.886 $+81.482 $234.404 $+234.404 $
CABOT CORPCBT309.005 $+20.391 $288.614 $+30.928 $257.686 $+257.686 $
SAIA INCSAIA302.684 $+22.483 $280.201 $+41.282 $238.919 $-65.784 $304.703 $+304.703 $
BOEING COBA293.763 $+293.763 $
DELUXE CORPDLX292.979 $+292.979 $
HDFC BANK LTDHDB235.537 $+15.342 $220.195 $-36.803 $256.998 $-32.215 $289.213 $+289.213 $
FACTSET RESEARCH SYSTEMS INCFDS287.618 $+51.193 $236.425 $+236.425 $
KROGER COKR216.081 $-70.567 $286.648 $+43.034 $243.614 $+243.614 $
WAFD INCWAFD268.952 $+268.952 $
COMMERCIAL METALS CoCMC263.999 $+59.354 $204.645 $+204.645 $
GARTNER INCIT263.551 $+28.077 $235.474 $+235.474 $
CSX CORPCSX260.113 $+9.648 $250.465 $+14.479 $235.986 $+235.986 $
PALATIN TECHNOLOGIES INCPTNT255.071 $+255.071 $
GENERAL DYNAMICS CORPGD250.505 $+11.791 $238.714 $+238.714 $
KORN FERRYKFY243.922 $+1.407 $242.515 $+242.515 $
INSIGHT ENTERPRISES INCNSIT221.765 $-16.719 $238.484 $+238.484 $
BROWN & BROWN, INC.BRO231.769 $+231.769 $
TENET HEALTHCARE CORPTHC226.938 $+5.624 $221.314 $+221.314 $
SBA COMMUNICATIONS CORPSBAC226.217 $+226.217 $
REINSURANCE GROUP OF AMERICA INCRGA214.650 $+2.206 $212.444 $-12.824 $225.268 $+225.268 $
DOVER CorpDOV222.574 $+13.692 $208.882 $+8.607 $200.275 $+200.275 $
Haleon plcHLN122.405 $-50.971 $173.376 $-43.424 $216.800 $+216.800 $
NICOLET BANKSHARES INCNIC215.134 $+215.134 $
TELEDYNE TECHNOLOGIES INCTDY204.528 $-6.003 $210.531 $+210.531 $
FLUOR CORPFLR210.039 $+210.039 $
PFIZER INCPFE209.381 $+209.381 $
IBEX LtdIBEX208.463 $-134 $208.597 $+208.597 $
TE Connectivity plcTEL204.207 $+204.207 $
Sportradar Group AGSRAD201.723 $+201.723 $
ARBOR REALTY TRUST INCABR173.909 $+173.909 $
NORDIC AMERICAN TANKERS LtdNAT149.934 $+17.441 $132.493 $+35.152 $97.341 $+97.341 $
MEDALLION FINANCIAL CORPMFIN115.097 $+4.141 $110.956 $+7.770 $103.186 $+103.186 $
MIZUHO FINANCIAL GROUP INCMFG68.660 $+68.660 $
Lloyds Banking Group plcLYG56.397 $+10.398 $45.999 $+45.999 $
QuantumScape CorpQS51.775 $+51.775 $
255.974.031 $+17.582.679 $239.112.495 $+16.726.004 $223.757.048 $+29.087.969 $196.775.360 $+196.775.360 $
Erweiterte Einstellungen ×