Investments: Slocum, Gordon & Co LLP

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. ($)
138.050.090 $+13.658.556 $125.367.835 $+3.724.799 $124.144.093 $-10.070.997 $134.245.851 $+134.245.851 $
BANK OF AMERICA CORP /DE/BAC40.919.565 $+7.102.787 $33.816.778 $-7.156.783 $40.973.561 $-6.286.047 $47.259.608 $+47.259.608 $
JOHNSON & JOHNSONJNJ8.988.161 $+870.741 $8.117.420 $+1.417.109 $6.700.311 $-1.065.307 $7.765.618 $+7.765.618 $
EXXON MOBIL CORPXOM8.511.959 $+600.451 $7.911.508 $+452.440 $7.459.068 $-1.449.277 $8.908.345 $+8.908.345 $
PROCTER & GAMBLE CoPG7.182.133 $-569.519 $7.751.652 $-154.772 $7.906.424 $-792.961 $8.699.385 $+8.699.385 $
NEXTERA ENERGY INCNEE8.622.509 $+403.049 $8.219.460 $+707.949 $7.511.511 $-300.314 $7.811.825 $+7.811.825 $
PPL CorpPPL5.557.704 $-408.551 $5.966.255 $+491.060 $5.475.195 $-604.147 $6.079.342 $+6.079.342 $
BlackRock, Inc.BLK5.957.180 $+1.709.869 $4.247.311 $+1.695.083 $2.552.228 $+210.840 $2.341.388 $+2.341.388 $
VERIZON COMMUNICATIONS INCVZ4.971.667 $-620.048 $5.591.715 $+77.560 $5.514.155 $-364.727 $5.878.882 $+5.878.882 $
AbbVie Inc.ABBV4.803.317 $-84.261 $4.887.578 $+962.458 $3.925.120 $-558.586 $4.483.706 $+4.483.706 $
UNILEVER PLCUL4.283.046 $-136.278 $4.419.324 $-145.059 $4.564.383 $+61.706 $4.502.677 $+4.502.677 $
JPMORGAN CHASE & COJPM3.696.830 $+13.238 $3.683.592 $+386.446 $3.297.146 $-748.826 $4.045.972 $+4.045.972 $
Duke Energy CORPDUK3.529.779 $-196.952 $3.726.731 $+164.311 $3.562.420 $-193.029 $3.755.449 $+3.755.449 $
MCDONALDS CORPMCD3.261.989 $+3.060.977 $201.012 $-13.897 $214.909 $+214.909 $
AT&T INC.T2.698.682 $-345.973 $3.044.655 $-81.489 $3.126.144 $+13.745 $3.112.399 $+3.112.399 $
WEYERHAEUSER COWY1.907.945 $-407.962 $2.315.907 $-342.802 $2.658.709 $-450.404 $3.109.113 $+3.109.113 $
PFIZER INCPFE2.281.512 $-324.506 $2.606.018 $+115.916 $2.490.102 $-426.681 $2.916.783 $+2.916.783 $
GENERAL ELECTRIC COGE2.863.447 $+31.528 $2.831.919 $+400.614 $2.431.305 $+138.034 $2.293.271 $+2.293.271 $
CONOCOPHILLIPSCOP2.474.768 $-841 $2.475.609 $+2.475.609 $
COLGATE PALMOLIVE COCL977.714 $-692.712 $1.670.426 $-324.465 $1.994.891 $-102.202 $2.097.093 $+2.097.093 $
BECTON DICKINSON & COBDX1.935.848 $+1.935.848 $
APPFOLIO INCAPPF1.888.883 $+119.714 $1.769.169 $+446.233 $1.322.936 $-64.928 $1.387.864 $+1.387.864 $
MICROSOFT CORPMSFT1.615.774 $-166.492 $1.782.266 $+170.161 $1.612.105 $+395.469 $1.216.636 $+1.216.636 $
LOCKHEED MARTIN CORPLMT1.755.238 $+10.499 $1.744.739 $+1.685.921 $58.818 $+2.087 $56.731 $+56.731 $
CATERPILLAR INCCAT1.432.175 $+239.300 $1.192.875 $+222.350 $970.525 $+146.025 $824.500 $+824.500 $
PERRIGO Co plcPRGO1.185.944 $-220.890 $1.406.834 $+1.406.834 $
Walmart Inc.WMT1.208.724 $+85.954 $1.122.770 $+57.522 $1.065.248 $+3.492 $1.061.756 $+1.061.756 $
STARBUCKS CORPSBUX1.096.583 $+1.087.952 $8.631 $+8.631 $
TIMKEN COTKR713.422 $+143.482 $569.940 $+33.070 $536.870 $+536.870 $
AMAZON COM INCAMZN646.296 $+31.500 $614.796 $+110.199 $504.597 $+63.303 $441.294 $+441.294 $
BERKSHIRE HATHAWAY INCBRK-B566.487 $-5.631 $572.118 $+19.798 $552.320 $-85.175 $637.495 $+637.495 $
3M COMMM571.653 $+17.567 $554.086 $+5.322 $548.764 $+19.396 $529.368 $+529.368 $
OSHKOSH CORPOSK567.700 $+567.700 $
CHEVRON CORPCVX369.442 $+136.507 $232.935 $+18.150 $214.785 $-44.012 $258.797 $+258.797 $
PEPSICO INCPEP172.708 $-176.051 $348.759 $+348.759 $
Zoetis Inc.ZTS244.342 $-39.811 $284.153 $-18.701 $302.854 $-16.895 $319.749 $+319.749 $
AMERICAN EXPRESS COAXP265.624 $+27.133 $238.491 $+9.464 $229.027 $+35.850 $193.177 $+193.177 $
SPS COMMERCE INCSPSC249.692 $+29.997 $219.695 $+45.015 $174.680 $+9.565 $165.115 $+165.115 $
AMGEN INCAMGN156.916 $-18.174 $175.090 $+175.090 $
ALPHA PRO TECH LTDAPT148.311 $+18.032 $130.279 $+130.279 $
CSX CORPCSX146.835 $+14.400 $132.435 $+132.435 $
ATMOS ENERGY CORPATO138.699 $-423 $139.122 $+139.122 $
SOUTHERN COSO126.817 $-6.599 $133.416 $+133.416 $
BOEING COBA119.432 $+22.219 $97.213 $+97.213 $
HERSHEY COHSY115.003 $-3.519 $118.522 $+118.522 $
COCA COLA COKO106.125 $-1.305 $107.430 $+107.430 $
UNITEDHEALTH GROUP INCUNH62.394 $-42.355 $104.749 $+104.749 $
NVIDIA CORPNVDA78.995 $+24.805 $54.190 $+54.190 $
STERIS plcSTE56.691 $-423 $57.114 $+57.114 $
Eaton Corp plcETN53.548 $+12.774 $40.774 $+40.774 $
BP PLCBP40.106 $-5.172 $45.278 $+45.278 $
XCEL ENERGY INCXEL40.860 $-1.614 $42.474 $+42.474 $
PALATIN TECHNOLOGIES INCPTNT40.896 $+40.896 $
Bank of New York Mellon CorpBK36.444 $+2.896 $33.548 $+33.548 $
GENERAL DYNAMICS CORPGD25.160 $+1.647 $23.513 $+23.513 $
PAYCHEX INCPAYX14.546 $-882 $15.428 $+15.428 $
VAIL RESORTS INCMTN14.613 $-268 $14.881 $+14.881 $
OLIN CorpOLN10.045 $-2.075 $12.120 $+12.120 $
FEDEX CORPFDX10.228 $-741 $10.969 $+10.969 $
NOVARTIS AGNVS8.138 $+8.138 $
EMERSON ELECTRIC COEMR6.666 $+1.184 $5.482 $+5.482 $
STRYKER CORPSYK6.328 $+6.328 $
Archer-Daniels-Midland CoADM6.193 $+6.193 $
DELTA AIR LINES, INC.DAL3.416 $+3.416 $
DIAGEO PLCDEO2.521 $-98 $2.619 $+2.619 $
BARRICK MINING CORPB1.832 $+1.832 $
NEW YORK TIMES CONYT1.623 $+185 $1.438 $+1.438 $
INTEL CORPINTC1.135 $+1.135 $
Fortive CorpFTV722 $+722 $
NICOLET BANKSHARES INCNIC336 $+336 $
Ralliant CorpRAL193 $+193 $
138.050.090 $+13.658.556 $125.367.835 $+3.724.799 $124.144.093 $-10.070.997 $134.245.851 $+134.245.851 $
Erweiterte Einstellungen ×