Investments: Clayton Financial Group 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. ($)
86.462.108 $+39.352.479 $45.295.943 $+9.769.782 $23.665.676 $-94.112.103 $135.549.446 $+135.549.446 $
BANK OF AMERICA CORP /DE/BAC59.404.311 $+30.194.300 $29.210.011 $+10.771.628 $18.438.383 $-75.892.786 $94.331.169 $+94.331.169 $
BlackRock, Inc.BLK5.793.534 $+1.535.969 $4.257.565 $+1.973.383 $2.284.182 $-9.397.618 $11.681.800 $+11.681.800 $
APPFOLIO INCAPPF2.602.578 $+2.138.348 $464.230 $+95.933 $368.297 $-7.654.442 $8.022.739 $+8.022.739 $
BERKSHIRE HATHAWAY INCBRK-B3.306.305 $+1.544.021 $1.762.284 $+304.684 $1.457.600 $-1.237.464 $2.695.064 $+2.695.064 $
STIFEL FINANCIAL CORPSF2.357.632 $+2.357.632 $
NVIDIA CORPNVDA2.113.084 $+1.569.573 $543.511 $+92.315 $451.196 $+451.196 $
MICROSOFT CORPMSFT811.492 $+354.660 $456.832 $-1.142.748 $1.599.580 $+1.599.580 $
AbbVie Inc.ABBV1.591.662 $+162.597 $1.429.065 $+668.926 $760.139 $+760.139 $
AMERICAN EXPRESS COAXP1.466.112 $+242.766 $1.223.346 $+1.223.346 $
ALPHA PRO TECH LTDAPT1.309.653 $+975.896 $333.757 $+333.757 $
Roblox CorpRBLX1.243.734 $+1.243.734 $
BOEING COBA1.191.989 $+41.183 $1.150.806 $+33.592 $1.117.214 $+70.207 $1.047.007 $+1.047.007 $
MORGAN STANLEYMS11.895 $-429.153 $441.048 $-737.827 $1.178.875 $+1.178.875 $
EXXON MOBIL CORPXOM62.337 $+22.761 $39.576 $-994.296 $1.033.872 $+1.033.872 $
PROCTER & GAMBLE CoPG818.904 $+63.208 $755.696 $-236.836 $992.532 $+992.532 $
PEPSICO INCPEP932.446 $+60.738 $871.708 $+412.974 $458.734 $+458.734 $
JOHNSON & JOHNSONJNJ92.921 $+65.108 $27.813 $-845.169 $872.982 $+872.982 $
JPMORGAN CHASE & COJPM376.998 $+280.791 $96.207 $-618.598 $714.805 $+714.805 $
Walmart Inc.WMT32.644 $+22.338 $10.306 $-628.830 $639.136 $+639.136 $
EMERSON ELECTRIC COEMR619.936 $+33.692 $586.244 $+291.531 $294.713 $+294.713 $
ORACLE CORPORCL74.846 $-17.964 $92.810 $-470.205 $563.015 $+563.015 $
GENERAL ELECTRIC COGE17.866 $-435.474 $453.340 $+453.340 $
Duke Energy CORPDUK3.048 $-428.348 $431.396 $+431.396 $
COCA COLA COKO19.226 $+12.594 $6.632 $-412.484 $419.116 $+419.116 $
AMAZON COM INCAMZN261.058 $+167.082 $93.976 $-324.026 $418.002 $+418.002 $
RTX CorpRTX80.513 $+44.871 $35.642 $-341.207 $376.849 $+376.849 $
CVS HEALTH CorpCVS357.200 $+34.530 $322.670 $+322.670 $
AT&T INC.T37.683 $+23.647 $14.036 $-302.780 $316.816 $+316.816 $
AMEREN CORPAEE4.694 $-302.862 $307.556 $+307.556 $
CATERPILLAR INCCAT296.174 $+181.658 $114.516 $-88.311 $202.827 $+202.827 $
CHEVRON CORPCVX194.323 $+176.309 $18.014 $-266.714 $284.728 $+284.728 $
ALLSTATE CORPALL9.784 $-274.524 $284.308 $+284.308 $
NEXTERA ENERGY INCNEE10.276 $+3.934 $6.342 $-276.226 $282.568 $+282.568 $
NETFLIX INCNFLX280.062 $+270.470 $9.592 $+9.592 $
NOVARTIS AGNVS224.410 $+224.410 $
Medtronic plcMDT4.035 $-217.470 $221.505 $+221.505 $
GENERAL DYNAMICS CORPGD5.050 $-198.018 $203.068 $+203.068 $
MESOBLAST LTDMESO173.385 $+173.385 $
Eaton Corp plcETN143.649 $+4.802 $138.847 $+138.847 $
BOSTON SCIENTIFIC CORPBSX138.067 $+138.067 $
DEERE & CODE136.878 $+68.289 $68.589 $+68.589 $
STARBUCKS CORPSBUX128.168 $+128.168 $
Monster Beverage CorpMNST120.602 $+16.540 $104.062 $+104.062 $
3M COMMM99.102 $+7.545 $91.557 $+91.557 $
Accenture plcACN88.271 $+16.510 $71.761 $+71.761 $
UNITEDHEALTH GROUP INCUNH87.326 $+13.247 $74.079 $+74.079 $
MCDONALDS CORPMCD84.369 $+84.050 $319 $+319 $
AMGEN INCAMGN76.591 $+70.382 $6.209 $+6.209 $
ELI LILLY & CoLLY69.855 $+69.855 $
CSX CORPCSX67.715 $+5.572 $62.143 $+62.143 $
COMMONWEALTH EQUITY SERVICES, LLC61.585 $+61.585 $
Owens CorningOC40.064 $-10.579 $50.643 $+50.643 $
Walt Disney CoDIS46.874 $+45.500 $1.374 $+1.374 $
ANALOG DEVICES INCADI46.104 $+15.145 $30.959 $+30.959 $
Mastercard IncMA45.671 $+39.414 $6.257 $+6.257 $
PFIZER INCPFE41.979 $+41.979 $
PALATIN TECHNOLOGIES INCPTNT31.995 $+26.522 $5.473 $+5.473 $
STRYKER CORPSYK26.712 $+1.204 $25.508 $+25.508 $
INTUITIVE SURGICAL INCISRG19.823 $+19.823 $
Clearstead Advisors, LLC19.779 $+19.779 $
Otis Worldwide CorpOTIS18.868 $-881 $19.749 $+19.749 $
MICRON TECHNOLOGY INCMU19.694 $+19.694 $
ADVANCED MICRO DEVICES INCAMD18.204 $+18.204 $
DOLLAR GENERAL CORPDG18.190 $+7.855 $10.335 $+10.335 $
TransDigm Group INCTDG17.289 $+12.016 $5.273 $+5.273 $
NICOLET BANKSHARES INCNIC16.764 $+16.764 $
COMCAST CORPCMCSA16.291 $+13.431 $2.860 $+2.860 $
VERIZON COMMUNICATIONS INCVZ14.256 $+14.256 $
LAM RESEARCH CORPLRCX13.695 $+13.695 $
METLIFE INCMET13.341 $+10.705 $2.636 $+2.636 $
CITIGROUP INCC12.136 $+1.288 $10.848 $+10.848 $
LOCKHEED MARTIN CORPLMT11.609 $+11.609 $
CINTAS CORPCTAS11.285 $+11.285 $
KLA CORPKLAC10.936 $+10.936 $
Trane Technologies plcTT10.898 $+10.898 $
RLI CORPRLI10.892 $+10.892 $
Booking Holdings Inc.BKNG10.711 $+10.711 $
GOLDMAN SACHS GROUP INCGS10.548 $+10.548 $
FORD MOTOR COF9.226 $+9.226 $
Fortive CorpFTV9.221 $+9.221 $
FirstService CorpFSV8.954 $+8.954 $
SEMPRASRE8.918 $+8.918 $
AppLovin CorpAPP8.760 $+8.760 $
DELTA AIR LINES, INC.DAL8.120 $+8.120 $
INTEL CORPINTC7.860 $+7.860 $
RBC Bearings INCRBC7.806 $+7.806 $
CENTENE CORPCNC7.531 $+3.963 $3.568 $+3.568 $
YUM BRANDS INCYUM7.413 $+7.413 $
XCEL ENERGY INCXEL7.313 $+7.313 $
BP PLCBP7.155 $+56 $7.099 $+7.099 $
Constellation Energy CorpCEG7.066 $+7.066 $
Hamilton Lane INCHLNE6.875 $+6.875 $
FAIR ISAAC CORPFICO6.763 $+3.769 $2.994 $+2.994 $
FISERV INCFISV6.583 $+6.583 $
WELLTOWER INC.WELL6.497 $+6.497 $
PG&E CorpPCG6.332 $+6.332 $
AFLAC INCAFL6.286 $+6.286 $
TYLER TECHNOLOGIES INCTYL1.362 $-4.916 $6.278 $+6.278 $
CONOCOPHILLIPSCOP6.272 $+6.272 $
Palo Alto Networks IncPANW6.263 $+6.263 $
SCHWAB CHARLES CORPSCHW6.095 $+6.095 $
HUMANA INCHUM5.891 $+5.891 $
CARNIVAL CORPCCL5.834 $+5.834 $
Veralto CorpVLTO5.788 $+5.788 $
MCKESSON CORPMCK5.743 $+5.743 $
GARMIN LTDGRMN2.029 $-3.635 $5.664 $+5.664 $
Nebius Group N.V.NBIS5.614 $+5.614 $
Bank of New York Mellon CorpBK5.457 $+5.457 $
Zoetis Inc.ZTS5.285 $+5.285 $
PRICE T ROWE GROUP INCTROW5.246 $+50 $5.196 $+5.196 $
FabrinetFN5.105 $+5.105 $
SOUTHERN COSO4.971 $+4.971 $
PATRICK INDUSTRIES INCPATK4.965 $+4.965 $
Archer-Daniels-Midland CoADM4.830 $+4.830 $
TE Connectivity plcTEL4.551 $+4.551 $
SHERWIN WILLIAMS COSHW4.537 $+4.537 $
FREEPORT-MCMORAN INCFCX4.521 $+4.521 $
UNITED PARCEL SERVICE INCUPS4.464 $+4.464 $
REGIONS FINANCIAL CORPRF4.418 $+4.418 $
CHIPOTLE MEXICAN GRILL INCCMG4.403 $+2.443 $1.960 $+1.960 $
HALLIBURTON COHAL4.324 $+4.324 $
MSA Safety IncMSA4.302 $+4.302 $
Magnolia Oil & Gas CorpMGY4.249 $+4.249 $
SYNOPSYS INCSNPS4.228 $+4.228 $
Addus HomeCare CorpADUS4.130 $+4.130 $
SYSCO CORPSYY4.127 $+4.127 $
CUMMINS INCCMI4.084 $+4.084 $
FEDEX CORPFDX4.045 $+4.045 $
EVERSOURCE ENERGYES4.040 $+4.040 $
CENTERPOINT ENERGY INCCNP4.026 $+4.026 $
Simpson Manufacturing Co., Inc.SSD4.020 $+4.020 $
Fox CorpFOXA3.979 $+3.979 $
LKQ CORPLKQ3.957 $+903 $3.054 $+3.054 $
EPLUS INCPLUS3.835 $+3.835 $
CMS ENERGY CORPCMS3.707 $+3.707 $
WESTERN DIGITAL CORPWDC3.618 $+3.618 $
PACCAR INCPCAR3.614 $+3.614 $
TELEDYNE TECHNOLOGIES INCTDY3.576 $+3.576 $
Parker-Hannifin CorpPH3.516 $+3.516 $
BERKLEY W R CORPWRB3.506 $+3.506 $
BECTON DICKINSON & COBDX3.494 $+3.494 $
QUEST DIAGNOSTICS INCDGX3.298 $+3.298 $
LOEWS CORPL3.265 $+3.265 $
Option Care Health, Inc.OPCH3.186 $+410 $2.776 $+2.776 $
Edwards Lifesciences CorpEW3.155 $+3.155 $
ENTEGRIS INCENTG3.144 $+3.144 $
Aptiv PLCAPTV3.120 $+3.120 $
HAWKINS INCHWKN3.107 $+3.107 $
COPART INCCPRT3.103 $+3.103 $
ATMOS ENERGY CORPATO3.018 $+3.018 $
ASBURY AUTOMOTIVE GROUP INCABG2.934 $+2.934 $
REALTY INCOME CORPO2.875 $+2.875 $
ALBEMARLE CORPALB2.829 $+2.829 $
FASTENAL COFAST2.810 $+2.810 $
DECKERS OUTDOOR CORPDECK2.800 $+2.800 $
TARGET CORPTGT2.737 $+2.737 $
MANHATTAN ASSOCIATES INCMANH2.665 $+2.665 $
BALL CorpBALL2.649 $+2.649 $
Viatris IncVTRS2.615 $+2.615 $
Kraft Heinz CoKHC2.425 $-179 $2.604 $+2.604 $
FIRSTENERGY CORPFE2.597 $+2.597 $
DARDEN RESTAURANTS INCDRI2.577 $+2.577 $
RESMED INCRMD2.409 $+2.409 $
BALCHEM CORPBCPC2.401 $+2.401 $
VSE CORPVSEC2.328 $+2.328 $
WILLIS TOWERS WATSON PLCWTW2.301 $+2.301 $
NUCOR CORPNUE2.284 $+2.284 $
KROGER COKR2.187 $+2.187 $
Aon plcAON2.118 $+2.118 $
ALAMO GROUP INCALG2.100 $+2.100 $
CAMDEN PROPERTY TRUSTCPT2.092 $+2.092 $
INCYTE CORPINCY2.075 $+2.075 $
KOHLS CorpKSS2.041 $+504 $1.537 $+1.537 $
WEYERHAEUSER COWY2.014 $+2.014 $
EQT CorpEQT1.984 $+1.984 $
JETBLUE AIRWAYS CORPJBLU1.820 $-148 $1.968 $+1.968 $
Sandisk CorpSNDK1.900 $+1.900 $
Hewlett Packard Enterprise CoHPE1.898 $+1.898 $
ALLIANT ENERGY CORPLNT1.886 $+1.886 $
AES CORPAES1.822 $+1.822 $
HERSHEY COHSY1.820 $+1.820 $
SAIA INCSAIA1.797 $+1.797 $
STERIS plcSTE1.775 $+1.775 $
DOVER CorpDOV1.758 $+1.758 $
EQUIFAX INCEFX1.736 $+1.736 $
Ralliant CorpRAL1.681 $+1.681 $
DOMINOS PIZZA INCDPZ1.668 $+1.668 $
DEXCOM INCDXCM1.660 $+1.660 $
NORTHERN TRUST CORPNTRS1.640 $+1.640 $
BADGER METER INCBMI1.608 $+1.608 $
JABIL INCJBL1.597 $+1.597 $
PPL CorpPPL1.576 $+1.576 $
DTE ENERGY CODTE1.548 $+1.548 $
STEEL DYNAMICS INCSTLD1.526 $+1.526 $
INSULET CORPPODD1.422 $+1.422 $
Paramount Skydance CorpPSKY1.410 $+1.368 $42 $+42 $
NOVANTA INCNOVT1.403 $+1.403 $
ON SEMICONDUCTOR CORPON1.354 $+1.354 $
MGM Resorts InternationalMGM1.351 $+1.351 $
Bunge Global SABG1.337 $+1.337 $
HP INCHPQ1.293 $+1.293 $
AMERICOLD REALTY TRUSTCOLD1.286 $+1.286 $
GARTNER INCIT1.262 $+1.262 $
Smurfit Westrock plcSW1.238 $+1.238 $
WYNN RESORTS LTDWYNN1.204 $+1.204 $
GENUINE PARTS COGPC1.107 $+1.107 $
ALIGN TECHNOLOGY INCALGN1.094 $+1.094 $
GLOBAL PAYMENTS INCGPN1.084 $+1.084 $
HOLOGIC INCHOLX1.043 $+1.043 $
UFP TECHNOLOGIES INCUFPT998 $+998 $
FRANKLIN RESOURCES INCBEN884 $+884 $
FACTSET RESEARCH SYSTEMS INCFDS871 $+871 $
NEWS CORPNWSA809 $+809 $
ZEBRA TECHNOLOGIES CORPZBRA729 $+729 $
AKAMAI TECHNOLOGIES INCAKAM698 $+698 $
Solventum CorpSOLV634 $+634 $
BIO-TECHNE CorpTECH589 $+589 $
MOLSON COORS BEVERAGE COTAP467 $+467 $
MOSAIC COMOS458 $+458 $
Synchrony FinancialSYF334 $+334 $
86.462.108 $+39.352.479 $45.295.943 $+9.769.782 $23.665.676 $-94.112.103 $135.549.446 $+135.549.446 $
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