Investments: Copley Financial Group, 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. ($)
133.587.404 $+16.833.712 $120.591.055 $+14.688.027 $109.723.540 $+5.027.589 $105.132.888 $+105.132.888 $
BANK OF AMERICA CORP /DE/BAC78.981.313 $+12.053.652 $66.927.661 $+6.706.596 $60.221.065 $+400.703 $59.820.362 $+59.820.362 $
MORGAN STANLEYMS31.851.140 $+2.082.180 $29.768.960 $+4.279.411 $25.489.549 $+3.672.307 $21.817.242 $+21.817.242 $
CATERPILLAR INCCAT2.163.730 $+361.534 $1.802.196 $+335.927 $1.466.269 $+220.614 $1.245.655 $+1.245.655 $
LOCKHEED MARTIN CORPLMT1.629.968 $-48.875 $1.678.843 $+121.303 $1.557.540 $+55.254 $1.502.286 $+1.502.286 $
MICROSOFT CORPMSFT1.328.988 $-119.718 $1.448.706 $-40.540 $1.489.246 $+287.247 $1.201.999 $+1.201.999 $
ALPHA PRO TECH LTDAPT1.025.184 $-93.441 $1.118.625 $+242.496 $876.129 $+27.331 $848.798 $+848.798 $
NVIDIA CORPNVDA969.427 $-108.819 $1.078.246 $+141.049 $937.197 $+256.029 $681.168 $+681.168 $
CHEVRON CORPCVX1.046.684 $+41.561 $1.005.123 $+83.473 $921.650 $-140.065 $1.061.715 $+1.061.715 $
JPMORGAN CHASE & COJPM873.776 $-12.184 $885.960 $-12.685 $898.645 $+94.616 $804.029 $+804.029 $
JOHNSON & JOHNSONJNJ434.526 $-380.148 $814.674 $+123.531 $691.143 $-84.269 $775.412 $+775.412 $
AMAZON COM INCAMZN791.713 $+18.827 $772.886 $-28.984 $801.870 $+17.428 $784.442 $+784.442 $
APPFOLIO INCAPPF691.884 $-30.501 $722.385 $+115.697 $606.688 $-77.917 $684.605 $+684.605 $
UNITEDHEALTH GROUP INCUNH560.527 $-77.933 $638.460 $+212.933 $425.527 $-285.726 $711.253 $+711.253 $
GOLDMAN SACHS GROUP INCGS653.976 $+969 $653.007 $-47.666 $700.673 $+58.782 $641.891 $+641.891 $
Medtronic plcMDT604.794 $-28.933 $633.727 $+26.588 $607.139 $-92.601 $699.740 $+699.740 $
CITIGROUP INCC694.189 $+480.793 $213.396 $+213.396 $
COCA COLA COKO552.639 $+14.519 $538.120 $-59.505 $597.625 $-84.484 $682.109 $+682.109 $
PROCTER & GAMBLE CoPG499.722 $-4.711 $504.433 $-17.818 $522.251 $-145.966 $668.217 $+668.217 $
MCDONALDS CORPMCD525.684 $-28.307 $553.991 $+5.296 $548.695 $-115.716 $664.411 $+664.411 $
GENERAL DYNAMICS CORPGD617.434 $-6.596 $624.030 $+90.292 $533.738 $+34.917 $498.821 $+498.821 $
Walmart Inc.WMT562.621 $+10.013 $552.608 $-54.410 $607.018 $+23.829 $583.189 $+583.189 $
STARBUCKS CORPSBUX526.414 $-72.229 $598.643 $+598.643 $
Eaton Corp plcETN467.891 $-121.927 $589.818 $+374.553 $215.265 $+215.265 $
TARGET CORPTGT588.651 $+588.651 $
NEXTERA ENERGY INCNEE553.191 $+33.929 $519.262 $-61.682 $580.944 $+580.944 $
PFIZER INCPFE429.872 $-147.272 $577.144 $+577.144 $
CARDINAL HEALTH INCCAH564.144 $+16.646 $547.498 $+547.498 $
ORACLE CORPORCL528.169 $+24.883 $503.286 $+149.427 $353.859 $+353.859 $
RTX CorpRTX428.789 $-47.767 $476.556 $-31.302 $507.858 $-19.068 $526.926 $+526.926 $
AbbVie Inc.ABBV431.618 $-65.035 $496.653 $+79.008 $417.645 $-104.898 $522.543 $+522.543 $
XCEL ENERGY INCXEL424.808 $-67.324 $492.132 $+492.132 $
AMGEN INCAMGN423.279 $+30.963 $392.316 $-8.687 $401.003 $-87.883 $488.886 $+488.886 $
EXXON MOBIL CORPXOM429.212 $+9.369 $419.843 $+16.923 $402.920 $-75.733 $478.653 $+478.653 $
WELLTOWER INC.WELL464.411 $+464.411 $
Walt Disney CoDIS462.466 $+462.466 $
ASTRAZENECA PLCAZN456.341 $+456.341 $
SYSCO CORPSYY431.794 $-24.449 $456.243 $+456.243 $
PEPSICO INCPEP368.656 $-76.216 $444.872 $+444.872 $
NEW YORK TIMES CONYT440.731 $+8.715 $432.016 $+432.016 $
AMERICAN EXPRESS COAXP436.937 $+436.937 $
ALLSTATE CORPALL400.827 $-20.674 $421.501 $+70.081 $351.420 $+351.420 $
UNITED PARCEL SERVICE INCUPS415.011 $+415.011 $
Avery Dennison CorpAVY348.503 $-28.758 $377.261 $-34.562 $411.823 $+411.823 $
Accenture plcACN330.444 $-29.121 $359.565 $-44.839 $404.404 $+404.404 $
BALL CorpBALL360.301 $-42.313 $402.614 $+1.987 $400.627 $+400.627 $
BERKSHIRE HATHAWAY INCBRK-B346.829 $-7.603 $354.432 $+8.564 $345.868 $-54.100 $399.968 $+399.968 $
Kraft Heinz CoKHC396.682 $+396.682 $
AT&T INC.T392.705 $+5.922 $386.783 $+386.783 $
MOSAIC COMOS389.803 $+389.803 $
ASML HOLDING NVASML374.451 $+374.451 $
KLA CORPKLAC300.125 $+300.125 $
FEDEX CORPFDX298.681 $+298.681 $
MAGNA INTERNATIONAL INCMGA286.914 $+85.928 $200.986 $+200.986 $
SPS COMMERCE INCSPSC270.283 $+5.813 $264.470 $+264.470 $
NETFLIX INCNFLX219.617 $+18.191 $201.426 $+201.426 $
LAM RESEARCH CORPLRCX215.579 $+215.579 $
Palo Alto Networks IncPANW206.267 $-6.354 $212.621 $+212.621 $
DOLLAR GENERAL CORPDG211.901 $+10.821 $201.080 $+201.080 $
133.587.404 $+16.833.712 $120.591.055 $+14.688.027 $109.723.540 $+5.027.589 $105.132.888 $+105.132.888 $
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