Investments: InvesTrust

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. ($)
228.024.294 $-12.936.052 $243.318.721 $+11.740.167 $231.578.554 $-128.836.090 $360.414.644 $+360.414.644 $
BANK OF AMERICA CORP /DE/BAC125.505.195 $-6.866.879 $132.372.074 $+5.465.658 $126.906.416 $-38.737.053 $165.643.469 $+165.643.469 $
MICROSOFT CORPMSFT9.465.410 $-3.660.996 $13.126.406 $+419.570 $12.706.836 $-895.045 $13.601.881 $+13.601.881 $
JPMORGAN CHASE & COJPM6.703.464 $-130.957 $6.834.421 $+532.068 $6.302.353 $-3.881.031 $10.183.384 $+10.183.384 $
APPFOLIO INCAPPF7.227.398 $-78.191 $7.305.589 $+1.344.169 $5.961.420 $-3.544.855 $9.506.275 $+9.506.275 $
ELI LILLY & CoLLY6.354.582 $+1.384.400 $4.970.182 $-118.590 $5.088.772 $-3.864.918 $8.953.690 $+8.953.690 $
EXXON MOBIL CORPXOM4.770.879 $-288.326 $5.059.205 $+226.100 $4.833.105 $-4.075.585 $8.908.690 $+8.908.690 $
MCDONALDS CORPMCD3.846.964 $-364.039 $4.211.003 $+142.828 $4.068.175 $-4.573.229 $8.641.404 $+8.641.404 $
3M COMMM2.679.593 $+26.636 $2.652.957 $+45.543 $2.607.414 $-4.857.774 $7.465.188 $+7.465.188 $
JOHNSON & JOHNSONJNJ3.800.636 $+45.696 $3.754.940 $+649.227 $3.105.713 $-4.322.426 $7.428.139 $+7.428.139 $
METLIFE INCMET2.906.333 $-242.342 $3.148.675 $+73.736 $3.074.939 $-4.317.923 $7.392.862 $+7.392.862 $
NORTHERN TRUST CORPNTRS3.525.524 $-374.376 $3.899.900 $+149.198 $3.750.702 $-3.249.009 $6.999.711 $+6.999.711 $
PROCTER & GAMBLE CoPG2.335.523 $-736.555 $3.072.078 $-106.515 $3.178.593 $-3.792.948 $6.971.541 $+6.971.541 $
ORACLE CORPORCL3.110.568 $-1.649.700 $4.760.268 $+1.043.777 $3.716.491 $-3.216.547 $6.933.038 $+6.933.038 $
CHEVRON CORPCVX2.784.073 $-85.686 $2.869.759 $+222.462 $2.647.297 $-4.167.596 $6.814.893 $+6.814.893 $
VERIZON COMMUNICATIONS INCVZ2.056.579 $-235.149 $2.291.728 $+65.097 $2.226.631 $-4.587.756 $6.814.387 $+6.814.387 $
STARBUCKS CORPSBUX1.880.661 $-80.282 $1.960.943 $-164.690 $2.125.633 $-4.277.192 $6.402.825 $+6.402.825 $
Walt Disney CoDIS2.466.874 $-290.286 $2.757.160 $-237.061 $2.994.221 $-3.334.719 $6.328.940 $+6.328.940 $
COCA COLA COKO2.173.082 $-148.515 $2.321.597 $-154.087 $2.475.684 $-3.833.537 $6.309.221 $+6.309.221 $
PEPSICO INCPEP2.394.487 $-388.893 $2.783.380 $+178.495 $2.604.885 $-3.647.163 $6.252.048 $+6.252.048 $
Shell plcSHEL2.158.695 $-98.648 $2.257.343 $-67.102 $2.324.445 $-3.547.775 $5.872.220 $+5.872.220 $
PFIZER INCPFE1.664.415 $-291.582 $1.955.997 $+142.530 $1.813.467 $-3.424.488 $5.237.955 $+5.237.955 $
TARGET CORPTGT1.865.167 $-8.935 $1.874.102 $-61.510 $1.935.612 $-2.883.420 $4.819.032 $+4.819.032 $
NUCOR CORPNUE2.877.097 $+475.246 $2.401.851 $+137.751 $2.264.100 $-2.354.188 $4.618.288 $+4.618.288 $
INTEL CORPINTC2.099.979 $-151.561 $2.251.540 $+750.516 $1.501.024 $-2.970.575 $4.471.599 $+4.471.599 $
UNITED PARCEL SERVICE INCUPS1.055.579 $-86.693 $1.142.272 $-137.344 $1.279.616 $-3.074.118 $4.353.734 $+4.353.734 $
GSK plcGSK1.472.327 $+110.155 $1.362.172 $+151.919 $1.210.253 $-2.842.300 $4.052.553 $+4.052.553 $
BlackRock, Inc.BLK4.009.577 $+743.937 $3.265.640 $+168.763 $3.096.877 $+350.988 $2.745.889 $+2.745.889 $
CVS HEALTH CorpCVS1.063.424 $-20.985 $1.084.409 $+92.201 $992.208 $-1.939.267 $2.931.475 $+2.931.475 $
LINDE PLCLIN2.358.375 $+28.896 $2.329.479 $+17.576 $2.311.903 $+2.311.903 $
AbbVie Inc.ABBV1.870.190 $-55.759 $1.925.949 $+381.962 $1.543.987 $-198.800 $1.742.787 $+1.742.787 $
EMERSON ELECTRIC COEMR1.406.832 $-211.010 $1.617.842 $-30.783 $1.648.625 $+292.926 $1.355.699 $+1.355.699 $
AMERICAN EXPRESS COAXP1.387.312 $-7.760 $1.395.072 $+55.356 $1.339.716 $+209.706 $1.130.010 $+1.130.010 $
Walmart Inc.WMT1.094.269 $-234.586 $1.328.855 $+68.080 $1.260.775 $+128.811 $1.131.964 $+1.131.964 $
LOCKHEED MARTIN CORPLMT921.875 $-44.096 $965.971 $+69.795 $896.176 $+31.792 $864.384 $+864.384 $
STATE STREET CORPSTT710.458 $-165.417 $875.875 $+73.008 $802.867 $+126.915 $675.952 $+675.952 $
SYSCO CORPSYY749.353 $-100.972 $850.325 $+68.158 $782.167 $+7.229 $774.938 $+774.938 $
BOEING COBA792.488 $+792.488 $
MICROCHIP TECHNOLOGY INCMCHP705.699 $-11.959 $717.658 $-68.727 $786.385 $+245.403 $540.982 $+540.982 $
CSX CORPCSX646.518 $+7.232 $639.286 $+51.848 $587.438 $+57.610 $529.828 $+529.828 $
MORGAN STANLEYMS629.997 $+10.423 $619.574 $+21.442 $598.132 $+52.978 $545.154 $+545.154 $
Accenture plcACN605.553 $+605.553 $
COMCAST CORPCMCSA347.022 $-23.356 $370.378 $-50.336 $420.714 $-14.263 $434.977 $+434.977 $
AMEREN CORPAEE389.454 $-28.901 $418.355 $+33.427 $384.928 $-17.475 $402.403 $+402.403 $
Medtronic plcMDT400.089 $-2.776 $402.865 $+34.136 $368.729 $-11.379 $380.108 $+380.108 $
ALPHA PRO TECH LTDAPT322.390 $+51.334 $271.056 $+42.838 $228.218 $+228.218 $
AMGEN INCAMGN278.540 $-12.408 $290.948 $+3.082 $287.866 $-33.342 $321.208 $+321.208 $
CONOCOPHILLIPSCOP285.978 $-2.994 $288.972 $+14.816 $274.156 $-46.680 $320.836 $+320.836 $
BERKSHIRE HATHAWAY INCBRK-B226.192 $-7.582 $233.774 $-11.540 $245.314 $-51.866 $297.180 $+297.180 $
228.024.294 $-12.936.052 $243.318.721 $+11.740.167 $231.578.554 $-128.836.090 $360.414.644 $+360.414.644 $
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