Investments: Harbour Trust & Investment Management Co

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. ($)
924.143.641 $+12.302.579 $911.972.405 $+63.082.561 $849.418.162 $+73.751.697 $776.160.758 $+776.160.758 $
BANK OF AMERICA CORP /DE/BAC325.126.317 $-2.601.855 $327.728.172 $-2.242.787 $329.970.959 $+17.765.168 $312.205.791 $+312.205.791 $
NVIDIA CORPNVDA151.846.995 $-2.713.265 $154.560.260 $+20.150.900 $134.409.360 $+38.609.785 $95.799.575 $+95.799.575 $
ALPHA PRO TECH LTDAPT58.504.236 $+12.830.769 $45.673.467 $+12.508.035 $33.165.432 $+4.322.335 $28.843.097 $+28.843.097 $
APPFOLIO INCAPPF54.984.500 $+2.255.210 $52.729.290 $+9.303.213 $43.426.077 $-3.715.462 $47.141.539 $+47.141.539 $
JPMORGAN CHASE & COJPM29.641.018 $+810.085 $28.830.933 $+2.051.366 $26.779.567 $+4.106.978 $22.672.589 $+22.672.589 $
MICROSOFT CORPMSFT27.322.112 $-17.879 $27.339.991 $+1.845.241 $25.494.750 $+6.669.692 $18.825.058 $+18.825.058 $
BERKSHIRE HATHAWAY INCBRK-B25.002.958 $+911.980 $24.090.978 $+783.929 $23.307.049 $-2.198.416 $25.505.465 $+25.505.465 $
Mastercard IncMA24.212.162 $+1.608.790 $22.603.372 $+86.998 $22.516.374 $+523.607 $21.992.767 $+21.992.767 $
AMAZON COM INCAMZN19.113.281 $+4.738.252 $14.375.029 $+778.115 $13.596.914 $+3.039.576 $10.557.338 $+10.557.338 $
RTX CorpRTX17.388.704 $+2.047.555 $15.341.149 $+1.939.872 $13.401.277 $+1.410.998 $11.990.279 $+11.990.279 $
MCDONALDS CORPMCD16.337.146 $-55.897 $16.393.043 $+576.420 $15.816.623 $-1.405.897 $17.222.520 $+17.222.520 $
STRYKER CORPSYK15.598.942 $+360.405 $15.238.537 $-1.280.598 $16.519.135 $+1.078.950 $15.440.185 $+15.440.185 $
DEERE & CODE13.972.687 $+389.779 $13.582.908 $-1.206.523 $14.789.431 $+1.446.280 $13.343.151 $+13.343.151 $
ELI LILLY & CoLLY14.227.689 $+10.308.158 $3.919.531 $-58.411 $3.977.942 $-510.879 $4.488.821 $+4.488.821 $
EXXON MOBIL CORPXOM12.012.098 $+743.525 $11.268.573 $+343.798 $10.924.775 $-1.090.723 $12.015.498 $+12.015.498 $
NEXTERA ENERGY INCNEE11.494.891 $+1.351.526 $10.143.365 $+1.103.493 $9.039.872 $+553.063 $8.486.809 $+8.486.809 $
Palo Alto Networks IncPANW11.189.597 $-282.354 $11.471.951 $+763.140 $10.708.811 $+2.627.130 $8.081.681 $+8.081.681 $
PEPSICO INCPEP9.344.587 $-319.932 $9.664.519 $+80.396 $9.584.123 $-1.628.690 $11.212.813 $+11.212.813 $
ORACLE CORPORCL7.252.406 $-3.949.664 $11.202.070 $+2.219.000 $8.983.070 $+3.181.095 $5.801.975 $+5.801.975 $
WELLTOWER INC.WELL10.135.605 $+405.954 $9.729.651 $+1.258.820 $8.470.831 $+133.296 $8.337.535 $+8.337.535 $
COPART INCCPRT5.682.897 $-2.930.522 $8.613.419 $+5.322.932 $3.290.487 $+685.932 $2.604.555 $+2.604.555 $
UNITEDHEALTH GROUP INCUNH742.417 $-4.336.601 $5.079.018 $+240.675 $4.838.343 $-3.238.406 $8.076.749 $+8.076.749 $
JOHNSON & JOHNSONJNJ7.401.153 $+749.395 $6.651.758 $+1.018.796 $5.632.962 $-891.350 $6.524.312 $+6.524.312 $
Walt Disney CoDIS2.239.449 $-4.359.416 $6.598.865 $-646.419 $7.245.284 $+1.353.683 $5.891.601 $+5.891.601 $
ENBRIDGE INCENB6.302.176 $-707.475 $7.009.651 $+652.252 $6.357.399 $+29.665 $6.327.734 $+6.327.734 $
SYSCO CORPSYY4.455.150 $-487.391 $4.942.541 $+404.806 $4.537.735 $-13.516 $4.551.251 $+4.551.251 $
CHIPOTLE MEXICAN GRILL INCCMG339.216 $-3.627.321 $3.966.537 $+3.966.537 $
AbbVie Inc.ABBV3.557.132 $-89.855 $3.646.987 $+505.925 $3.141.062 $-402.550 $3.543.612 $+3.543.612 $
Accenture plcACN2.642.755 $+58.387 $2.584.368 $-586.556 $3.170.924 $-194.740 $3.365.664 $+3.365.664 $
EMERSON ELECTRIC COEMR3.022.168 $+5.421 $3.016.747 $-99.975 $3.116.722 $+522.420 $2.594.302 $+2.594.302 $
CUMMINS INCCMI2.783.995 $+448.711 $2.335.284 $+510.126 $1.825.158 $+70.521 $1.754.637 $+1.754.637 $
SOUTHERN COSO2.100.561 $-193.726 $2.294.287 $-138.932 $2.433.219 $-7.778 $2.440.997 $+2.440.997 $
PROCTER & GAMBLE CoPG1.729.035 $-336.021 $2.065.056 $-45.297 $2.110.353 $-116.866 $2.227.219 $+2.227.219 $
CHEVRON CORPCVX1.761.250 $-44.773 $1.806.023 $+156.474 $1.649.549 $-369.641 $2.019.190 $+2.019.190 $
NICOLET BANKSHARES INCNIC1.299.684 $-148.608 $1.448.292 $-38.931 $1.487.223 $-140.975 $1.628.198 $+1.628.198 $
AMGEN INCAMGN1.310.877 $+28.560 $1.282.317 $-28.574 $1.310.891 $-156.198 $1.467.089 $+1.467.089 $
Walmart Inc.WMT1.450.558 $+114.901 $1.335.657 $+105.584 $1.230.073 $+76.688 $1.153.385 $+1.153.385 $
COLGATE PALMOLIVE COCL1.093.005 $-60.530 $1.153.535 $-169.515 $1.323.050 $-90.133 $1.413.183 $+1.413.183 $
LOCKHEED MARTIN CORPLMT1.291.882 $-45.502 $1.337.384 $+14.656 $1.322.728 $+39.331 $1.283.397 $+1.283.397 $
LINDE PLCLIN1.097.101 $-169.249 $1.266.350 $+3.318 $1.263.032 $-35.172 $1.298.204 $+1.298.204 $
NETFLIX INCNFLX884.157 $-246.425 $1.130.582 $-132.218 $1.262.800 $+383.424 $879.376 $+879.376 $
CSX CORPCSX1.135.531 $+20.766 $1.114.765 $+90.411 $1.024.354 $+100.458 $923.896 $+923.896 $
NOVARTIS AGNVS1.064.219 $+30.220 $1.033.999 $+46.194 $987.805 $+77.794 $910.011 $+910.011 $
VERIZON COMMUNICATIONS INCVZ795.090 $-145.265 $940.355 $-4.056 $944.411 $-79.818 $1.024.229 $+1.024.229 $
Duke Energy CORPDUK966.982 $-14.356 $981.338 $+70.260 $911.078 $+58.873 $852.205 $+852.205 $
NNN REIT, INC.NNN787.647 $-83.974 $871.621 $-41.982 $913.603 $-54.893 $968.496 $+968.496 $
CATERPILLAR INCCAT901.698 $+129.192 $772.506 $+122.643 $649.863 $+97.778 $552.085 $+552.085 $
DOVER CorpDOV884.047 $+128.641 $755.406 $-84.337 $839.743 $+34.602 $805.141 $+805.141 $
BlackRock, Inc.BLK770.927 $+75.819 $695.108 $+467.760 $227.348 $+13.727 $213.621 $+213.621 $
Eaton Corp plcETN644.346 $-112.762 $757.108 $+34.917 $722.191 $+178.531 $543.660 $+543.660 $
UNITED PARCEL SERVICE INCUPS573.120 $+49.721 $523.399 $-90.013 $613.412 $-29.260 $642.672 $+642.672 $
AMERICAN EXPRESS COAXP627.805 $+62.469 $565.336 $+27.217 $538.119 $+84.231 $453.888 $+453.888 $
3M COMMM609.981 $-16.170 $626.151 $+11.863 $614.288 $-1.790 $616.078 $+616.078 $
BOEING COBA622.917 $+9.097 $613.820 $+6.392 $607.428 $+159.905 $447.523 $+447.523 $
REALTY INCOME CORPO558.796 $-43.816 $602.612 $+3.065 $599.547 $-2.133 $601.680 $+601.680 $
COCA COLA COKO499.576 $+38.918 $460.658 $-30.771 $491.429 $-13.206 $504.635 $+504.635 $
GENERAL DYNAMICS CORPGD482.434 $-6.219 $488.653 $+70.704 $417.949 $+27.342 $390.607 $+390.607 $
PAYCHEX INCPAYX346.075 $-44.980 $391.055 $-61.325 $452.380 $-25.425 $477.805 $+477.805 $
GENUINE PARTS COGPC413.883 $-52.645 $466.528 $+52.133 $414.395 $-331 $414.726 $+414.726 $
PALATIN TECHNOLOGIES INCPTNT414.691 $-31.326 $446.017 $+112.715 $333.302 $+118.504 $214.798 $+214.798 $
ADVANCED MICRO DEVICES INCAMD434.959 $+77.403 $357.556 $+29.483 $328.073 $+71.120 $256.953 $+256.953 $
NORTHERN TRUST CORPNTRS338.334 $-53.891 $392.225 $+16.419 $375.806 $+71.076 $304.730 $+304.730 $
Medtronic plcMDT360.801 $-1.682 $362.483 $-26.295 $388.778 $+36.167 $352.611 $+352.611 $
FISERV INCFISV215.313 $-80.198 $295.511 $-82.992 $378.503 $+378.503 $
CONSOLIDATED EDISON INCED312.461 $-3.775 $316.236 $-6.991 $323.227 $-32.983 $356.210 $+356.210 $
SCHWAB CHARLES CORPSCHW201.219 $-119.398 $320.617 $+41.627 $278.990 $+278.990 $
CONOCOPHILLIPSCOP313.093 $+69.898 $243.195 $+243.195 $
ALBEMARLE CORPALB308.622 $+26.375 $282.247 $+282.247 $
GENERAL ELECTRIC COGE296.941 $+11.764 $285.177 $+41.172 $244.005 $+244.005 $
FIFTH THIRD BANCORPFITB210.036 $-63.234 $273.270 $+273.270 $
AT&T INC.T246.289 $-9.706 $255.995 $-6.346 $262.341 $+5.982 $256.359 $+256.359 $
COMCAST CORPCMCSA205.801 $-46.527 $252.328 $-8.555 $260.883 $+260.883 $
1ST SOURCE CORPSRCE234.837 $+3.494 $231.343 $-1.916 $233.259 $+8.493 $224.766 $+224.766 $
FIRST MERCHANTS CORPFRME204.828 $-1.203 $206.031 $-3.279 $209.310 $-11.695 $221.005 $+221.005 $
PFIZER INCPFE212.046 $+212.046 $
Phillips 66PSX207.701 $-857 $208.558 $+208.558 $
924.143.641 $+12.302.579 $911.972.405 $+63.082.561 $849.418.162 $+73.751.697 $776.160.758 $+776.160.758 $
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