Investments: Heritage Family Offices, 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. ($)
193.272.767 $+5.487.525 $189.745.508 $+16.400.415 $176.225.430 $+2.178.824 $174.046.606 $+174.046.606 $
BANK OF AMERICA CORP /DE/BAC129.202.088 $+6.523.714 $122.678.374 $+8.068.096 $114.610.278 $+663.324 $113.946.954 $+113.946.954 $
BlackRock, Inc.BLK8.525.964 $-781 $8.526.745 $-748.029 $9.274.774 $+3.058 $9.271.716 $+9.271.716 $
MICROSOFT CORPMSFT4.447.003 $-122.088 $4.569.091 $+1.060.212 $3.508.879 $+31.590 $3.477.289 $+3.477.289 $
APPFOLIO INCAPPF4.516.989 $+183.452 $4.333.537 $+307.719 $4.025.818 $-78.146 $4.103.964 $+4.103.964 $
KLA CORPKLAC2.723.326 $-343.388 $3.066.714 $+932.031 $2.134.683 $-19.648 $2.154.331 $+2.154.331 $
Eaton Corp plcETN2.008.529 $-769.926 $2.778.455 $+2.778.455 $
Mastercard IncMA1.270.783 $-1.101.110 $2.371.893 $+900 $2.370.993 $-32.398 $2.403.391 $+2.403.391 $
STRYKER CORPSYK1.151.037 $-1.092.775 $2.243.812 $+19.796 $2.224.016 $-47.270 $2.271.286 $+2.271.286 $
RTX CorpRTX2.209.503 $+71.193 $2.138.310 $+448.000 $1.690.310 $+1.690.310 $
TE Connectivity plcTEL1.758.344 $-67.182 $1.825.526 $-377.149 $2.202.675 $+12.556 $2.190.119 $+2.190.119 $
AbbVie Inc.ABBV2.043.610 $-152.779 $2.196.389 $+260.907 $1.935.482 $-39.875 $1.975.357 $+1.975.357 $
Accenture plcACN519.180 $+4.998 $514.182 $-1.360.819 $1.875.001 $-47.481 $1.922.482 $+1.922.482 $
EMERSON ELECTRIC COEMR1.776.189 $-131.826 $1.908.015 $+334.032 $1.573.983 $-14.488 $1.588.471 $+1.588.471 $
NASDAQ, INC.NDAQ1.871.209 $+53.479 $1.817.730 $+710.859 $1.106.871 $-14.033 $1.120.904 $+1.120.904 $
ELI LILLY & CoLLY1.351.519 $+346.961 $1.004.558 $-753.588 $1.758.146 $-7.257 $1.765.403 $+1.765.403 $
NVIDIA CORPNVDA1.598.121 $+522.860 $1.075.261 $+478.764 $596.497 $+7.019 $589.478 $+589.478 $
UNITEDHEALTH GROUP INCUNH1.507.226 $-22.561 $1.529.787 $+1.529.787 $
ANALOG DEVICES INCADI1.435.390 $+64.979 $1.370.411 $+199.751 $1.170.660 $-631 $1.171.291 $+1.171.291 $
MCKESSON CORPMCK1.426.484 $+87.672 $1.338.812 $+183.736 $1.155.076 $-8.524 $1.163.600 $+1.163.600 $
Allegion plcALLE1.075.724 $-230.852 $1.306.576 $+482.930 $823.646 $-13.938 $837.584 $+837.584 $
STATE STREET CORPSTT1.220.414 $+1.220.414 $
BOEING COBA1.143.571 $+1.143.571 $
Sony Group CorpSONY922.046 $-199.162 $1.121.208 $+173.523 $947.685 $-11.332 $959.017 $+959.017 $
Zoetis Inc.ZTS869.509 $-109.154 $978.663 $-9.243 $987.906 $+987.906 $
ALPHA PRO TECH LTDAPT972.660 $+755.084 $217.576 $+217.576 $
ASML HOLDING NVASML810.464 $-161.052 $971.516 $+291.852 $679.664 $+12.037 $667.627 $+667.627 $
RELX PLCRELX677.860 $-241.489 $919.349 $-16.650 $935.999 $-4.667 $940.666 $+940.666 $
BERKSHIRE HATHAWAY INCBRK-B884.668 $+26.491 $858.177 $-61.286 $919.463 $-10.956 $930.419 $+930.419 $
Aon plcAON721.615 $-101.349 $822.964 $-73.824 $896.788 $-10.315 $907.103 $+907.103 $
Walmart Inc.WMT857.078 $+133.699 $723.379 $+177.993 $545.386 $-16.909 $562.295 $+562.295 $
DEERE & CODE786.407 $-44.465 $830.872 $-12.227 $843.099 $-7.312 $850.411 $+850.411 $
Haleon plcHLN722.682 $+17.703 $704.979 $-133.801 $838.780 $-4.096 $842.876 $+842.876 $
ALCON INCALC612.107 $-204.151 $816.258 $+7.154 $809.104 $+809.104 $
Medtronic plcMDT713.622 $-56.097 $769.719 $+50.195 $719.524 $-18.307 $737.831 $+737.831 $
SUNCOR ENERGY INCSU723.126 $-32.683 $755.809 $+68.780 $687.029 $-6.808 $693.837 $+693.837 $
NOVARTIS AGNVS710.291 $-29.512 $739.803 $+79.033 $660.770 $+6.843 $653.927 $+653.927 $
ASTRAZENECA PLCAZN732.868 $+50.520 $682.348 $+16.542 $665.806 $+3.044 $662.762 $+662.762 $
BERKLEY W R CORPWRB580.234 $-123.725 $703.959 $-24.289 $728.248 $+1.127 $727.121 $+727.121 $
AMAZON COM INCAMZN662.684 $+322.789 $339.895 $+23.063 $316.832 $+4.044 $312.788 $+312.788 $
TELEDYNE TECHNOLOGIES INCTDY534.221 $-115.106 $649.327 $+216.736 $432.591 $-1.910 $434.501 $+434.501 $
TotalEnergies SETTE638.690 $-4.922 $643.612 $+643.612 $
WATSCO INCWSO290.268 $-122.623 $412.891 $-132.097 $544.988 $-6.976 $551.964 $+551.964 $
EQUIFAX INCEFX420.289 $-125.060 $545.349 $+48.178 $497.171 $-6.686 $503.857 $+503.857 $
POOL CORPPOOL296.930 $-232.002 $528.932 $+7.879 $521.053 $-5.675 $526.728 $+526.728 $
ROLLINS INCROL476.043 $-25.465 $501.508 $+56.204 $445.304 $-8.145 $453.449 $+453.449 $
ESCO TECHNOLOGIES INCESE388.434 $-77.699 $466.133 $+140.194 $325.939 $-7.577 $333.516 $+333.516 $
NORDSON CORPNDSN456.015 $+6.727 $449.288 $+37.309 $411.979 $-2.588 $414.567 $+414.567 $
ZEBRA TECHNOLOGIES CORPZBRA240.148 $-156.561 $396.709 $+1.358 $395.351 $-2.493 $397.844 $+397.844 $
Moelis & CoMC329.311 $-59.070 $388.381 $+102.283 $286.098 $-2.221 $288.319 $+288.319 $
Integer Holdings CorpITGR228.310 $-127.455 $355.765 $-28.180 $383.945 $-3.479 $387.424 $+387.424 $
KAISER ALUMINUM CORPKALU364.302 $+90.149 $274.153 $+274.153 $
EXXON MOBIL CORPXOM362.672 $+89.253 $273.419 $-16.510 $289.929 $-2.955 $292.884 $+292.884 $
Addus HomeCare CorpADUS266.223 $-65.213 $331.436 $+96.261 $235.175 $-3.839 $239.014 $+239.014 $
SAIA INCSAIA303.012 $-22.689 $325.701 $+59.682 $266.019 $+7.092 $258.927 $+258.927 $
SEACOAST BANKING CORP OF FLORIDASBCF313.720 $-3.190 $316.910 $+316.910 $
KORN FERRYKFY257.114 $-49.948 $307.062 $+27.082 $279.980 $+1.022 $278.958 $+278.958 $
IDACORP INCIDA260.700 $-43.326 $304.026 $+54.960 $249.066 $-2.771 $251.837 $+251.837 $
PATRICK INDUSTRIES INCPATK215.695 $-57.472 $273.167 $-26.412 $299.579 $-2.349 $301.928 $+301.928 $
MONARCH CASINO & RESORT INCMCRI238.176 $-56.012 $294.188 $+37.764 $256.424 $+2.085 $254.339 $+254.339 $
Hamilton Lane INCHLNE266.337 $-24.945 $291.282 $+291.282 $
EXPONENT INCEXPO233.052 $-18.956 $252.008 $-33.533 $285.541 $+4.060 $281.481 $+281.481 $
ALAMO GROUP INCALG281.388 $+35.803 $245.585 $+3.577 $242.008 $+242.008 $
GOLDMAN SACHS GROUP INCGS281.280 $+10.520 $270.760 $+270.760 $
KFORCE INCKFRC271.742 $+662 $271.080 $+271.080 $
EnerSysENS229.823 $-19.974 $249.797 $+4.108 $245.689 $+245.689 $
BALCHEM CORPBCPC243.229 $+5.232 $237.997 $-8.345 $246.342 $-3.324 $249.666 $+249.666 $
AMBARELLA INCAMBA236.831 $+236.831 $
FS Credit Opportunities Corp.FSCO201.423 $-22.638 $224.061 $-5.191 $229.252 $+229.252 $
JPMORGAN CHASE & COJPM226.842 $+226.842 $
BLACKBAUD INCBLKB203.887 $-17.856 $221.743 $+221.743 $
COHU INCCOHU207.660 $-9.545 $217.205 $+217.205 $
FAIR ISAAC CORPFICO212.882 $-1.035 $213.917 $+213.917 $
SM Energy CoSM210.228 $+210.228 $
URANIUM ENERGY CORPUEC184.369 $-15.731 $200.100 $+200.100 $
193.272.767 $+5.487.525 $189.745.508 $+16.400.415 $176.225.430 $+2.178.824 $174.046.606 $+174.046.606 $
Erweiterte Einstellungen ×