Investments: Compass Financial Services 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. ($)
228.311.591 $+6.255.769 $222.091.362 $+19.420.307 $202.707.935 $+15.325.499 $187.492.480 $+187.492.480 $
BANK OF AMERICA CORP /DE/BAC215.269.120 $+5.799.683 $209.469.437 $+17.545.727 $191.923.710 $+10.943.644 $180.980.066 $+180.980.066 $
CITIGROUP INCC4.896.955 $+363.187 $4.533.768 $+569.646 $3.964.122 $+3.869.980 $94.142 $+94.142 $
APPFOLIO INCAPPF1.613.705 $+103.275 $1.510.430 $+243.030 $1.267.400 $+96.775 $1.170.625 $+1.170.625 $
MICROSOFT CORPMSFT898.800 $-63.131 $961.931 $-65.582 $1.027.513 $+295.861 $731.652 $+731.652 $
ALPHA PRO TECH LTDAPT822.640 $+183.914 $638.726 $+228.516 $410.210 $+50.149 $360.061 $+360.061 $
BERKSHIRE HATHAWAY INCBRK-B712.255 $-128 $712.383 $+145.489 $566.894 $-57.823 $624.717 $+624.717 $
EXXON MOBIL CORPXOM234.931 $-189.737 $424.668 $+369.191 $55.477 $-10.973 $66.450 $+66.450 $
Walmart Inc.WMT413.776 $+31.011 $382.765 $+19.610 $363.155 $+37.103 $326.052 $+326.052 $
DEERE & CODE409.775 $+8.243 $401.532 $+6.274 $395.258 $+30.828 $364.430 $+364.430 $
MORGAN STANLEYMS224.206 $+8.363 $215.843 $-86.934 $302.777 $+43.883 $258.894 $+258.894 $
AbbVie Inc.ABBV280.098 $-2.053 $282.151 $+57.480 $224.671 $-13.116 $237.787 $+237.787 $
COCA COLA COKO235.198 $+13.799 $221.399 $+2.006 $219.393 $-8.488 $227.881 $+227.881 $
NVIDIA CORPNVDA215.827 $+37.241 $178.586 $+27.689 $150.897 $+82.501 $68.396 $+68.396 $
BARCLAYS PLCBCS200.054 $+3.916 $196.138 $+12.680 $183.458 $+13.767 $169.691 $+169.691 $
ROPER TECHNOLOGIES INCROP132.803 $-15.734 $148.537 $-20.049 $168.586 $-6.498 $175.084 $+175.084 $
MCDONALDS CORPMCD145.044 $+1.085 $143.959 $+6.354 $137.605 $-14.283 $151.888 $+151.888 $
PROCTER & GAMBLE CoPG122.137 $-18.031 $140.168 $+13.786 $126.382 $-14.429 $140.811 $+140.811 $
AMAZON COM INCAMZN135.260 $+11.862 $123.398 $+101 $123.297 $+28.358 $94.939 $+94.939 $
NETFLIX INCNFLX93.760 $-26.132 $119.892 $+119.892 $
AT&T INC.T88.574 $-11.451 $100.025 $-10.902 $110.927 $+3.120 $107.807 $+107.807 $
AMGEN INCAMGN93.731 $+13.488 $80.243 $+1.482 $78.761 $-14.988 $93.749 $+93.749 $
VERIZON COMMUNICATIONS INCVZ72.200 $-12.048 $84.248 $+44.278 $39.970 $-38.628 $78.598 $+78.598 $
Public StoragePSA38.654 $-27.834 $66.488 $-803 $67.291 $-1.096 $68.387 $+68.387 $
INTEL CORPINTC68.281 $+68.281 $
BlackRock, Inc.BLK54.622 $+670 $53.952 $+7.188 $46.764 $+12.966 $33.798 $+33.798 $
CATERPILLAR INCCAT54.271 $+9.149 $45.122 $+8.500 $36.622 $+5.594 $31.028 $+31.028 $
SPS COMMERCE INCSPSC48.350 $+19.201 $29.149 $+4.153 $24.996 $+5.115 $19.881 $+19.881 $
JOHNSON & JOHNSONJNJ47.021 $+5.045 $41.976 $+37.631 $4.345 $-5.142 $9.487 $+9.487 $
Bunge Global SABG44.864 $+4.239 $40.625 $+40.625 $
PEPSICO INCPEP39.426 $+847 $38.579 $+2.421 $36.158 $-4.903 $41.061 $+41.061 $
CUMMINS INCCMI39.952 $+7.023 $32.929 $+7.525 $25.404 $-5.355 $30.759 $+30.759 $
Phillips 66PSX35.797 $-1.609 $37.406 $+1.615 $35.791 $-1.253 $37.044 $+37.044 $
HEICO CORPHEI35.540 $-557 $36.097 $+6.692 $29.405 $+29.405 $
TARGET CORPTGT15.054 $+1.240 $13.814 $-18.444 $32.258 $-1.868 $34.126 $+34.126 $
FISERV INCFISV10.076 $-9.264 $19.340 $-6.522 $25.862 $-7.263 $33.125 $+33.125 $
ISHARES GOLD TRUSTIAU29.140 $+3.016 $26.124 $+4.236 $21.888 $-10.776 $32.664 $+32.664 $
EMERSON ELECTRIC COEMR26.654 $+418 $26.236 $-430 $26.666 $-1.183 $27.849 $+27.849 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR9.090 $-18.286 $27.376 $-110 $27.486 $+1.328 $26.158 $+26.158 $
STEEL DYNAMICS INCSTLD27.451 $+4.863 $22.588 $+1.850 $20.738 $+475 $20.263 $+20.263 $
Constellation Energy CorpCEG26.523 $+1.843 $24.680 $+473 $24.207 $+9.085 $15.122 $+15.122 $
BERKLEY W R CORPWRB24.023 $-1.828 $25.851 $+25.851 $
CONOCOPHILLIPSCOP25.418 $+6.122 $19.296 $+989 $18.307 $-3.117 $21.424 $+21.424 $
Walt Disney CoDIS24.940 $-160 $25.100 $+7.844 $17.256 $+3.521 $13.735 $+13.735 $
TWILIO INCTWLO22.758 $+6.744 $16.014 $-3.884 $19.898 $+4.232 $15.666 $+15.666 $
GOLDMAN SACHS GROUP INCGS22.059 $+528 $21.531 $+937 $20.594 $+1.798 $18.796 $+18.796 $
CSX CORPCSX21.750 $+444 $21.306 $+21.306 $
BP PLCBP21.703 $+477 $21.226 $+3.053 $18.173 $-2.028 $20.201 $+20.201 $
FIRSTENERGY CORPFE20.955 $-292 $21.247 $+2.768 $18.479 $+18.479 $
EPR PROPERTIESEPR5.557 $-795 $6.352 $+70 $6.282 $-13.885 $20.167 $+20.167 $
CHEVRON CORPCVX18.132 $-316 $18.448 $+1.461 $16.987 $-2.831 $19.818 $+19.818 $
CVS HEALTH CorpCVS18.332 $+917 $17.415 $+1.481 $15.934 $+284 $15.650 $+15.650 $
Duke Energy CORPDUK10.901 $-608 $11.509 $+535 $10.974 $-7.321 $18.295 $+18.295 $
JPMORGAN CHASE & COJPM17.808 $+459 $17.349 $+9.745 $7.604 $+7.604 $
ADVANCED MICRO DEVICES INCAMD16.704 $+4.084 $12.620 $+1.552 $11.068 $+3.054 $8.014 $+8.014 $
NUCOR CORPNUE16.311 $+2.768 $13.543 $+589 $12.954 $+920 $12.034 $+12.034 $
UNITEDHEALTH GROUP INCUNH10.233 $-471 $10.704 $+1.033 $9.671 $-6.565 $16.236 $+16.236 $
Sony Group CorpSONY13.330 $-1.624 $14.954 $+1.434 $13.520 $+360 $13.160 $+13.160 $
KROGER COKR12.625 $-926 $13.551 $-795 $14.346 $+14.346 $
PFIZER INCPFE1.747 $-12 $1.759 $-7.448 $9.207 $-4.722 $13.929 $+13.929 $
GENERAL ELECTRIC COGE13.861 $+324 $13.537 $+13.537 $
ARGENX SEARGX11.773 $+1.447 $10.326 $+2.609 $7.717 $-569 $8.286 $+8.286 $
ALLSTATE CORPALL10.616 $-331 $10.947 $+680 $10.267 $-294 $10.561 $+10.561 $
RAYMOND JAMES FINANCIAL INCRJF10.347 $+194 $10.153 $+1.631 $8.522 $+753 $7.769 $+7.769 $
STARBUCKS CORPSBUX3.938 $+9 $3.929 $-297 $4.226 $-5.856 $10.082 $+10.082 $
3M COMMM9.926 $+305 $9.621 $+182 $9.439 $+334 $9.105 $+9.105 $
SOUTHERN COSO8.866 $-688 $9.554 $+371 $9.183 $+2.379 $6.804 $+6.804 $
Shell plcSHEL8.801 $-359 $9.160 $+9.160 $
WELLTOWER INC.WELL8.586 $+376 $8.210 $+1.156 $7.054 $+56 $6.998 $+6.998 $
American Homes 4 RentAMH7.899 $-381 $8.280 $+8.280 $
REALTY INCOME CORPO8.065 $-56 $8.121 $+8.121 $
Bank of New York Mellon CorpBK7.968 $+7.968 $
LOCKHEED MARTIN CORPLMT3.208 $-80 $3.288 $+258 $3.030 $-4.785 $7.815 $+7.815 $
Roblox CorpRBLX4.457 $-3.162 $7.619 $+1.833 $5.786 $+2.580 $3.206 $+3.206 $
PALATIN TECHNOLOGIES INCPTNT7.288 $-191 $7.479 $+1.890 $5.589 $+4.154 $1.435 $+1.435 $
Smurfit Westrock plcSW6.990 $-310 $7.300 $+7.300 $
GARMIN LTDGRMN7.165 $+7.165 $
Fox CorpFOXA7.005 $-70 $7.075 $+7.075 $
NICOLET BANKSHARES INCNIC5.810 $-515 $6.325 $-83 $6.408 $+717 $5.691 $+5.691 $
METLIFE INCMET6.102 $+6.102 $
MICROCHIP TECHNOLOGY INCMCHP5.126 $-40 $5.166 $-455 $5.621 $+1.781 $3.840 $+3.840 $
BECTON DICKINSON & COBDX4.631 $+188 $4.443 $+377 $4.066 $-1.309 $5.375 $+5.375 $
Kraft Heinz CoKHC4.565 $+4.565 $
HP INCHPQ4.430 $+4.430 $
MCKESSON CORPMCK4.397 $+359 $4.038 $+4.038 $
STURM RUGER & CO INCRGR3.265 $-1.082 $4.347 $+418 $3.929 $+3.929 $
UNITED PARCEL SERVICE INCUPS3.882 $-348 $4.230 $+4.230 $
APi Group CorpAPG3.596 $+365 $3.231 $+3.231 $
MGM Resorts InternationalMGM2.919 $+2.919 $
PLUG POWER INCPLUG2.234 $-408 $2.642 $+952 $1.690 $+780 $910 $+910 $
Nebius Group N.V.NBIS1.590 $-543 $2.133 $+2.133 $
MICRON TECHNOLOGY INCMU1.998 $+827 $1.171 $+308 $863 $+255 $608 $+608 $
QuidelOrtho CorpQDEL1.571 $-49 $1.620 $+35 $1.585 $-339 $1.924 $+1.924 $
ORACLE CORPORCL1.169 $-518 $1.687 $+1.687 $
COMCAST CORPCMCSA1.374 $-33 $1.407 $+1.407 $
Adient plcADNT536 $-137 $673 $+129 $544 $+184 $360 $+360 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC478 $-67 $545 $-47 $592 $+72 $520 $+520 $
CRISPR Therapeutics AGCRSP367 $-87 $454 $+114 $340 $+102 $238 $+238 $
FORD MOTOR COF289 $+29 $260 $+27 $233 $+21 $212 $+212 $
Power REITPW66 $-10 $76 $-5 $81 $-3 $84 $+84 $
228.311.591 $+6.255.769 $222.091.362 $+19.420.307 $202.707.935 $+15.325.499 $187.492.480 $+187.492.480 $
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