Investments: PATRICK M SWEENEY & ASSOCIATES, INC

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. ($)
156.053.852 $+4.320.040 $151.935.643 $+9.170.216 $142.968.906 $+10.842.935 $132.125.971 $+132.125.971 $
BANK OF AMERICA CORP /DE/BAC66.467.342 $+1.002.866 $65.464.476 $+1.864.085 $63.600.391 $+4.968.376 $58.632.015 $+58.632.015 $
APPFOLIO INCAPPF10.126.563 $+621.130 $9.505.433 $+1.545.782 $7.959.651 $-339.451 $8.299.102 $+8.299.102 $
JPMORGAN CHASE & COJPM7.636.358 $+91.336 $7.545.022 $+465.542 $7.079.480 $+1.209.715 $5.869.765 $+5.869.765 $
AbbVie Inc.ABBV6.057.311 $-82.013 $6.139.324 $+1.126.209 $5.013.115 $-535.768 $5.548.883 $+5.548.883 $
ALPHA PRO TECH LTDAPT5.841.409 $+1.234.569 $4.606.840 $+1.222.472 $3.384.368 $+480.722 $2.903.646 $+2.903.646 $
MICROSOFT CORPMSFT4.972.031 $-437.289 $5.409.320 $+195.986 $5.213.334 $+1.318.864 $3.894.470 $+3.894.470 $
PFIZER INCPFE2.896.317 $-589.605 $3.485.922 $+35.966 $3.449.956 $+540.459 $2.909.497 $+2.909.497 $
ELI LILLY & CoLLY3.202.622 $+936.473 $2.266.149 $-42.311 $2.308.460 $-157.707 $2.466.167 $+2.466.167 $
AMAZON COM INCAMZN2.892.434 $+191.476 $2.700.958 $-13.725 $2.714.683 $+449.067 $2.265.616 $+2.265.616 $
CVS HEALTH CorpCVS2.754.513 $+131.093 $2.623.420 $+277.335 $2.346.085 $-48.097 $2.394.182 $+2.394.182 $
CATERPILLAR INCCAT2.115.000 $+307.197 $1.807.803 $+300.509 $1.507.294 $+274.096 $1.233.198 $+1.233.198 $
JOHNSON & JOHNSONJNJ1.869.642 $+173.011 $1.696.631 $+269.834 $1.426.797 $-73.021 $1.499.818 $+1.499.818 $
BERKSHIRE HATHAWAY INCBRK-B1.759.778 $+11.751 $1.748.027 $+54.407 $1.693.620 $-166.149 $1.859.769 $+1.859.769 $
NVIDIA CORPNVDA1.490.100 $+530.579 $959.521 $+140.246 $819.275 $+260.660 $558.615 $+558.615 $
ORACLE CORPORCL945.563 $-441.166 $1.386.729 $+216.699 $1.170.030 $+480.889 $689.141 $+689.141 $
RTX CorpRTX1.356.787 $+73.956 $1.282.831 $+165.523 $1.117.308 $+100.720 $1.016.588 $+1.016.588 $
SCHWAB CHARLES CORPSCHW1.346.428 $+66.574 $1.279.854 $+60.402 $1.219.452 $+184.619 $1.034.833 $+1.034.833 $
Eaton Corp plcETN1.118.607 $-195.759 $1.314.366 $+47.683 $1.266.683 $+321.530 $945.153 $+945.153 $
GOLDMAN SACHS GROUP INCGS1.288.251 $+95.780 $1.192.471 $+105.331 $1.087.140 $+301.733 $785.407 $+785.407 $
CSX CORPCSX1.248.431 $+28.587 $1.219.844 $+72.422 $1.147.422 $+199.631 $947.791 $+947.791 $
Walmart Inc.WMT1.172.032 $+56.924 $1.115.108 $+57.801 $1.057.307 $+113.706 $943.601 $+943.601 $
DEERE & CODE1.030.102 $+46.332 $983.770 $-131.804 $1.115.574 $+122.760 $992.814 $+992.814 $
UNITEDHEALTH GROUP INCUNH662.430 $-42.151 $704.581 $+56.536 $648.045 $-451.864 $1.099.909 $+1.099.909 $
MCDONALDS CORPMCD1.060.177 $+1.511 $1.058.666 $+32.149 $1.026.517 $-63.808 $1.090.325 $+1.090.325 $
PEPSICO INCPEP1.044.720 $+5.780 $1.038.940 $+36.985 $1.001.955 $-87.826 $1.089.781 $+1.089.781 $
CUMMINS INCCMI1.019.420 $+157.424 $861.996 $+178.247 $683.749 $+69.661 $614.088 $+614.088 $
PROCTER & GAMBLE CoPG810.125 $-58.385 $868.510 $-40.519 $909.029 $-44.063 $953.092 $+953.092 $
BOEING COBA942.304 $+70.158 $872.146 $+10.433 $861.713 $+238.542 $623.171 $+623.171 $
Walt Disney CoDIS795.614 $-18.255 $813.869 $-97.203 $911.072 $+196.745 $714.327 $+714.327 $
EXXON MOBIL CORPXOM886.325 $+70.202 $816.123 $+16.532 $799.591 $-5.512 $805.103 $+805.103 $
STRYKER CORPSYK792.029 $-42.805 $834.834 $-49.811 $884.645 $+59.081 $825.564 $+825.564 $
3M COMMM865.951 $+32.094 $833.857 $+23.559 $810.298 $+54.338 $755.960 $+755.960 $
FEDEX CORPFDX846.737 $+152.008 $694.729 $-23.165 $717.894 $-13.646 $731.540 $+731.540 $
Haleon plcHLN271.635 $-175.681 $447.316 $-63.831 $511.147 $-310.695 $821.842 $+821.842 $
ALLSTATE CORPALL722.684 $-17.201 $739.885 $+69.271 $670.614 $-30.483 $701.097 $+701.097 $
EMERSON ELECTRIC COEMR710.088 $+20.775 $689.313 $-45.009 $734.322 $+158.438 $575.884 $+575.884 $
Medtronic plcMDT697.780 $+8.814 $688.966 $+56.624 $632.342 $+7.456 $624.886 $+624.886 $
Mastercard IncMA652.052 $+2.376 $649.676 $+7.552 $642.124 $+16.221 $625.903 $+625.903 $
COCA COLA COKO640.398 $+43.927 $596.471 $-38.104 $634.575 $-9.033 $643.608 $+643.608 $
Accenture plcACN567.455 $+52.801 $514.654 $-109.840 $624.494 $-5.515 $630.009 $+630.009 $
BlackRock, Inc.BLK388.750 $+2.295 $386.455 $+20.978 $365.477 $-261.637 $627.114 $+627.114 $
LOCKHEED MARTIN CORPLMT606.715 $-13.380 $620.095 $+58.172 $561.923 $+29.368 $532.555 $+532.555 $
CHEVRON CORPCVX607.924 $+26.825 $581.099 $+41.716 $539.383 $-46.114 $585.497 $+585.497 $
UNITED PARCEL SERVICE INCUPS430.101 $+23.639 $406.462 $-95.347 $501.809 $-40.743 $542.552 $+542.552 $
AMERICAN EXPRESS COAXP512.497 $+67.684 $444.813 $+37.617 $407.196 $+128.495 $278.701 $+278.701 $
GENERAL DYNAMICS CORPGD491.606 $-6.261 $497.867 $+73.478 $424.389 $+36.372 $388.017 $+388.017 $
STARBUCKS CORPSBUX393.720 $-8.588 $402.308 $-48.693 $451.001 $-43.373 $494.374 $+494.374 $
GENERAL ELECTRIC COGE446.444 $+5.944 $440.500 $+78.992 $361.508 $+68.434 $293.074 $+293.074 $
VERIZON COMMUNICATIONS INCVZ367.350 $-52.305 $419.655 $+11.251 $408.404 $-14.477 $422.881 $+422.881 $
DELTA AIR LINES, INC.DAL414.628 $+75.601 $339.027 $+35.209 $303.818 $+43.387 $260.431 $+260.431 $
Ingredion IncINGR353.331 $-18.083 $371.414 $-40.721 $412.135 $+25.459 $386.676 $+386.676 $
Archer-Daniels-Midland CoADM385.229 $-22.135 $407.364 $+36.942 $370.422 $+74.200 $296.222 $+296.222 $
PAYCHEX INCPAYX309.050 $-22.995 $332.045 $-45.212 $377.257 $-18.284 $395.541 $+395.541 $
NEXTERA ENERGY INCNEE393.199 $+23.461 $369.738 $+15.273 $354.465 $+6.902 $347.563 $+347.563 $
LINDE PLCLIN341.965 $-31.860 $373.825 $-456 $374.281 $+7.822 $366.459 $+366.459 $
PACCAR INCPCAR373.849 $+35.270 $338.579 $+2.293 $336.286 $+6.375 $329.911 $+329.911 $
Edwards Lifesciences CorpEW372.543 $+32.688 $339.855 $+16.185 $323.670 $+28.314 $295.356 $+295.356 $
CONOCOPHILLIPSCOP354.230 $+4.804 $349.426 $+8.983 $340.443 $-22.307 $362.750 $+362.750 $
AMGEN INCAMGN362.531 $+69.772 $292.759 $+1.914 $290.845 $-12.916 $303.761 $+303.761 $
NETFLIX INCNFLX273.666 $-57.092 $330.758 $-8.947 $339.705 $+96.315 $243.390 $+243.390 $
XCEL ENERGY INCXEL304.276 $-27.973 $332.249 $+51.331 $280.918 $-92 $281.010 $+281.010 $
Phillips 66PSX320.548 $-6.923 $327.471 $+26.957 $300.514 $+58.005 $242.509 $+242.509 $
SPS COMMERCE INCSPSC323.389 $+25.861 $297.528 $+29.702 $267.826 $+11.381 $256.445 $+256.445 $
Public StoragePSA282.321 $-33.887 $316.208 $-709 $316.917 $+7.358 $309.559 $+309.559 $
EVERSOURCE ENERGYES308.740 $+5.449 $303.291 $+40.815 $262.476 $+23.104 $239.372 $+239.372 $
DOVER CorpDOV294.920 $+47.948 $246.972 $-24.690 $271.662 $+51.184 $220.478 $+220.478 $
INTEL CORPINTC283.933 $+25.777 $258.156 $+258.156 $
BP PLCBP281.871 $+12.696 $269.175 $+43.342 $225.833 $+225.833 $
BECTON DICKINSON & COBDX254.770 $+12.847 $241.923 $+11.634 $230.289 $-40.002 $270.291 $+270.291 $
SYSCO CORPSYY237.037 $-32.888 $269.925 $+23.898 $246.027 $+6.860 $239.167 $+239.167 $
Duke Energy CORPDUK244.999 $-13.598 $258.597 $+32.292 $226.305 $-10.141 $236.446 $+236.446 $
ASML HOLDING NVASML252.487 $+24.018 $228.469 $+228.469 $
TARGET CORPTGT204.648 $-46.215 $250.863 $+14 $250.849 $+250.849 $
Constellation Energy CorpCEG248.349 $+8.786 $239.563 $+12.514 $227.049 $+227.049 $
FREEPORT-MCMORAN INCFCX241.026 $+37.547 $203.479 $+203.479 $
REALTY INCOME CORPO214.242 $-6.842 $221.084 $+18.155 $202.929 $+202.929 $
SOUTHERN COSO206.071 $-11.256 $217.327 $+7.476 $209.851 $-1.009 $210.860 $+210.860 $
PALATIN TECHNOLOGIES INCPTNT200.662 $+200.662 $
156.053.852 $+4.320.040 $151.935.643 $+9.170.216 $142.968.906 $+10.842.935 $132.125.971 $+132.125.971 $
Erweiterte Einstellungen ×