Investments: Roxbury Financial 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. ($)
107.238.377 $+3.233.306 $104.226.230 $+5.021.464 $99.208.516 $-125.386 $99.333.902 $+99.333.902 $
BANK OF AMERICA CORP /DE/BAC55.955.186 $+1.816.307 $54.138.879 $+1.134.263 $53.004.616 $-1.203.685 $54.208.301 $+54.208.301 $
MICROSOFT CORPMSFT6.483.274 $-506.127 $6.989.401 $+273.850 $6.715.551 $+1.280.672 $5.434.879 $+5.434.879 $
ALPHA PRO TECH LTDAPT5.655.364 $+1.155.614 $4.499.750 $+1.211.044 $3.288.706 $+36.454 $3.252.252 $+3.252.252 $
APPFOLIO INCAPPF3.588.280 $+79.187 $3.509.093 $+640.119 $2.868.974 $-699.254 $3.568.228 $+3.568.228 $
AMAZON COM INCAMZN2.955.373 $-118.344 $3.073.717 $+16.342 $3.057.375 $+51.214 $3.006.161 $+3.006.161 $
JPMORGAN CHASE & COJPM2.581.417 $+64.359 $2.517.058 $+202.161 $2.314.897 $+133.051 $2.181.846 $+2.181.846 $
Walmart Inc.WMT2.318.994 $+156.192 $2.162.802 $+103.139 $2.059.663 $-73.868 $2.133.531 $+2.133.531 $
MCKESSON CORPMCK1.948.165 $+97.798 $1.850.367 $+70.696 $1.779.671 $+169.442 $1.610.229 $+1.610.229 $
CATERPILLAR INCCAT1.835.717 $+304.035 $1.531.682 $+258.332 $1.273.350 $+128.659 $1.144.691 $+1.144.691 $
LOCKHEED MARTIN CORPLMT1.534.444 $-66.919 $1.601.363 $+95.288 $1.506.075 $+4.067 $1.502.008 $+1.502.008 $
NVIDIA CORPNVDA1.502.568 $-91.385 $1.593.953 $+242.409 $1.351.544 $+224.383 $1.127.161 $+1.127.161 $
PROCTER & GAMBLE CoPG1.208.063 $-132.404 $1.340.467 $-40.299 $1.380.766 $-206.960 $1.587.726 $+1.587.726 $
RTX CorpRTX1.509.681 $+127.289 $1.382.392 $+174.085 $1.208.307 $+89.009 $1.119.298 $+1.119.298 $
Duke Energy CORPDUK1.234.305 $-57.987 $1.292.292 $+66.019 $1.226.273 $+11.731 $1.214.542 $+1.214.542 $
MCDONALDS CORPMCD1.060.281 $-6.308 $1.066.589 $+29.096 $1.037.493 $-79.088 $1.116.581 $+1.116.581 $
ROPER TECHNOLOGIES INCROP759.946 $-92.983 $852.929 $-146.790 $999.719 $-57.003 $1.056.722 $+1.056.722 $
CHEVRON CORPCVX983.733 $-21.704 $1.005.437 $+117.464 $887.973 $-138.975 $1.026.948 $+1.026.948 $
COCA COLA COKO994.104 $+60.309 $933.795 $-60.220 $994.015 $-31.048 $1.025.063 $+1.025.063 $
JOHNSON & JOHNSONJNJ947.723 $+89.931 $857.792 $+153.299 $704.493 $-54.806 $759.299 $+759.299 $
BlackRock, Inc.BLK931.987 $+33.136 $898.851 $+92.384 $806.467 $+116.779 $689.688 $+689.688 $
AFLAC INCAFL881.229 $-10.803 $892.032 $+52.547 $839.485 $-66.586 $906.071 $+906.071 $
AbbVie Inc.ABBV815.429 $-6.363 $821.792 $+158.264 $663.528 $+89.032 $574.496 $+574.496 $
AMGEN INCAMGN626.720 $+84.976 $541.744 $-59.786 $601.530 $-4.126 $605.656 $+605.656 $
NOVARTIS AGNVS512.490 $+35.797 $476.693 $+26.801 $449.892 $+42.288 $407.604 $+407.604 $
BERKSHIRE HATHAWAY INCBRK-B450.374 $-26.224 $476.598 $+16.088 $460.510 $-33.794 $494.304 $+494.304 $
GENERAL DYNAMICS CORPGD457.441 $-4.455 $461.896 $+66.114 $395.782 $+48.779 $347.003 $+347.003 $
ENBRIDGE INCENB428.766 $-21.957 $450.723 $+44.570 $406.153 $+26.154 $379.999 $+379.999 $
UNITED PARCEL SERVICE INCUPS191.148 $-69.054 $260.202 $-177.852 $438.054 $+237.865 $200.189 $+200.189 $
EMERSON ELECTRIC COEMR432.060 $+4.254 $427.806 $-6.468 $434.274 $+34.543 $399.731 $+399.731 $
SUNCOR ENERGY INCSU334.759 $+16.013 $318.746 $+20.468 $298.278 $+2.671 $295.607 $+295.607 $
ANALOG DEVICES INCADI321.862 $+31.101 $290.761 $+10.002 $280.759 $-8.761 $289.520 $+289.520 $
TC ENERGY CORPTRP318.733 $+3.917 $314.816 $+32.929 $281.887 $+23.756 $258.131 $+258.131 $
EQUINIX INCEQIX259.369 $-4.993 $264.362 $-3.355 $267.717 $-39.667 $307.384 $+307.384 $
ORACLE CORPORCL213.049 $-94.018 $307.067 $+68.663 $238.404 $+86.826 $151.578 $+151.578 $
PFIZER INCPFE173.554 $-28.526 $202.080 $+9.463 $192.617 $-109.400 $302.017 $+302.017 $
METLIFE INCMET272.785 $-10.819 $283.604 $+7.720 $275.884 $-24.689 $300.573 $+300.573 $
ELI LILLY & CoLLY284.218 $+101.022 $183.196 $+37.659 $145.537 $+44.154 $101.383 $+101.383 $
Medtronic plcMDT282.065 $+1.587 $280.478 $+21.800 $258.678 $-21.074 $279.752 $+279.752 $
PEPSICO INCPEP127.512 $-28.200 $155.712 $-13.988 $169.700 $-111.185 $280.885 $+280.885 $
GOLDMAN SACHS GROUP INCGS272.796 $+38.668 $234.128 $+39.219 $194.909 $+24.749 $170.160 $+170.160 $
TotalEnergies SETTE181.398 $-6.455 $187.853 $-61.258 $249.111 $+249.111 $
JETBLUE AIRWAYS CORPJBLU242.456 $+242.456 $
NETFLIX INCNFLX174.675 $-47.125 $221.800 $-11.209 $233.009 $+97.692 $135.317 $+135.317 $
MOLSON COORS BEVERAGE COTAP161.800 $+3.097 $158.703 $-15.557 $174.260 $-56.801 $231.061 $+231.061 $
FEDEX CORPFDX40.469 $+6.300 $34.169 $-9.847 $44.016 $-176.868 $220.884 $+220.884 $
VERIZON COMMUNICATIONS INCVZ134.953 $-45.916 $180.869 $-14.775 $195.644 $+1.740 $193.904 $+193.904 $
Parker-Hannifin CorpPH194.734 $+27.030 $167.704 $+13.476 $154.228 $+7.208 $147.020 $+147.020 $
Accenture plcACN51.755 $-19.241 $70.996 $-78.471 $149.467 $-32.922 $182.389 $+182.389 $
CSX CORPCSX179.108 $+2.453 $176.655 $+14.731 $161.924 $-4.881 $166.805 $+166.805 $
Palo Alto Networks IncPANW139.439 $-14.498 $153.937 $-771 $154.708 $+10.743 $143.965 $+143.965 $
FIRSTENERGY CORPFE144.072 $-2.896 $146.968 $+18.290 $128.678 $+1.989 $126.689 $+126.689 $
CITIGROUP INCC127.440 $+68.095 $59.345 $-3.171 $62.516 $+166 $62.350 $+62.350 $
AUTOZONE INCAZO94.962 $-25.165 $120.127 $+16.185 $103.942 $+2.645 $101.297 $+101.297 $
SPS COMMERCE INCSPSC117.308 $+54.745 $62.563 $+14.400 $48.163 $+14.728 $33.435 $+33.435 $
MICRON TECHNOLOGY INCMU107.299 $+43.587 $63.712 $+14.846 $48.866 $+11.601 $37.265 $+37.265 $
LINDE PLCLIN96.573 $-10.717 $107.290 $+1.570 $105.720 $+1.003 $104.717 $+104.717 $
GENERAL ELECTRIC COGE93.841 $+2.269 $91.572 $+8.435 $83.137 $+78.565 $4.572 $+4.572 $
DEERE & CODE85.541 $+1.720 $83.821 $-9.193 $93.014 $+20.170 $72.844 $+72.844 $
EXXON MOBIL CORPXOM92.897 $+5.546 $87.351 $+5.370 $81.981 $-2.624 $84.605 $+84.605 $
MORGAN STANLEYMS89.108 $+7.148 $81.960 $+8.021 $73.939 $+1.867 $72.072 $+72.072 $
LAM RESEARCH CORPLRCX89.080 $+19.493 $69.587 $+19.083 $50.504 $+10.636 $39.868 $+39.868 $
SOUTHERN COSO77.496 $-6.019 $83.515 $+3.238 $80.277 $+3.270 $77.007 $+77.007 $
NEXTERA ENERGY INCNEE82.749 $+5.439 $77.310 $+6.737 $70.573 $-8.305 $78.878 $+78.878 $
Shell plcSHEL78.043 $+2.360 $75.683 $+1.469 $74.214 $+3.604 $70.610 $+70.610 $
ROYAL BANK OF CANADARY73.758 $+22.672 $51.086 $+6.515 $44.571 $+16.847 $27.724 $+27.724 $
REALTY INCOME CORPO11.274 $-884 $12.158 $+636 $11.522 $-50.111 $61.633 $+61.633 $
FISERV INCFISV29.396 $-9.913 $39.309 $-14.428 $53.737 $+53.737 $
AMERICAN EXPRESS COAXP53.139 $+5.535 $47.604 $+2.016 $45.588 $-2.126 $47.714 $+47.714 $
AT&T INC.T43.215 $-5.498 $48.713 $+215 $48.498 $+2.921 $45.577 $+45.577 $
PALATIN TECHNOLOGIES INCPTNT47.288 $+3.318 $43.970 $+1.978 $41.992 $+17.532 $24.460 $+24.460 $
Booking Holdings Inc.BKNG43.517 $-282 $43.799 $-3.082 $46.881 $+6.417 $40.464 $+40.464 $
NICOLET BANKSHARES INCNIC31.187 $-8.025 $39.212 $-710 $39.922 $-6.667 $46.589 $+46.589 $
COLGATE PALMOLIVE COCL43.890 $-325 $44.215 $+3.167 $41.048 $+14 $41.034 $+41.034 $
HDFC BANK LTDHDB42.504 $+2.818 $39.686 $+9.478 $30.208 $+30.208 $
CVS HEALTH CorpCVS36.679 $+1.919 $34.760 $+3.048 $31.712 $+14.726 $16.986 $+16.986 $
WELLTOWER INC.WELL36.354 $+1.463 $34.891 $+4.781 $30.110 $+1.117 $28.993 $+28.993 $
South Bow CorpSOBO31.658 $-875 $32.533 $+2.800 $29.733 $-757 $30.490 $+30.490 $
UNILEVER PLCUL30.215 $-682 $30.897 $-811 $31.708 $+2.674 $29.034 $+29.034 $
DELTA AIR LINES, INC.DAL31.489 $+5.822 $25.667 $+3.494 $22.173 $-4.762 $26.935 $+26.935 $
AMEREN CORPAEE28.989 $-1.209 $30.198 $+2.505 $27.693 $-1.388 $29.081 $+29.081 $
FREEPORT-MCMORAN INCFCX10.158 $+2.314 $7.844 $-826 $8.670 $-18.099 $26.769 $+26.769 $
BP PLCBP2.639 $-18.416 $21.055 $+2.768 $18.287 $-5.029 $23.316 $+23.316 $
SCHWAB CHARLES CORPSCHW22.771 $+1.076 $21.695 $+1.019 $20.676 $+2.709 $17.967 $+17.967 $
STARBUCKS CORPSBUX1.211 $-2.197 $3.408 $-274 $3.682 $-19.043 $22.725 $+22.725 $
STRYKER CORPSYK20.156 $-996 $21.152 $-1.438 $22.590 $+589 $22.001 $+22.001 $
Mastercard IncMA21.998 $+110 $21.888 $+293 $21.595 $-523 $22.118 $+22.118 $
ALLSTATE CORPALL20.815 $-650 $21.465 $+1.334 $20.131 $+216 $19.915 $+19.915 $
3M COMMM21.050 $+664 $20.386 $+404 $19.982 $+280 $19.702 $+19.702 $
TWILIO INCTWLO20.909 $+6.196 $14.713 $-3.568 $18.281 $+18.281 $
INTUITIVE SURGICAL INCISRG16.991 $+3.574 $13.417 $-7.233 $20.650 $+5.748 $14.902 $+14.902 $
PAYCHEX INCPAYX11.135 $-1.327 $12.462 $-1.728 $14.190 $-505 $14.695 $+14.695 $
Phillips 66PSX14.015 $-630 $14.645 $+1.915 $12.730 $-836 $13.566 $+13.566 $
TARGET CORPTGT10.226 $+958 $9.268 $-805 $10.073 $-2.351 $12.424 $+12.424 $
SYSCO CORPSYY10.996 $-1.207 $12.203 $+1.053 $11.150 $+107 $11.043 $+11.043 $
DIAGEO PLCDEO10.365 $-588 $10.953 $-867 $11.820 $+11.820 $
MOSAIC COMOS7.922 $-3.379 $11.301 $-511 $11.812 $+4.174 $7.638 $+7.638 $
QUEST DIAGNOSTICS INCDGX9.040 $-846 $9.886 $+612 $9.274 $+391 $8.883 $+8.883 $
UBS Group AGUBS9.505 $+1.090 $8.415 $+1.473 $6.942 $-246 $7.188 $+7.188 $
Ascendis Pharma A/SASND8.956 $+606 $8.350 $+1.101 $7.249 $+5.683 $1.566 $+1.566 $
Performance Food Group CoPFGC7.284 $-1.143 $8.427 $+1.342 $7.085 $+189 $6.896 $+6.896 $
HALLIBURTON COHAL7.969 $+1.032 $6.937 $+6.937 $
CubeSmartCUBE6.731 $-779 $7.510 $-259 $7.769 $+309 $7.460 $+7.460 $
BCE INCBCE2.382 $-4.541 $6.923 $+361 $6.562 $-282 $6.844 $+6.844 $
SEMPRASRE6.515 $-125 $6.640 $+2.413 $4.227 $+1.236 $2.991 $+2.991 $
INTEL CORPINTC6.574 $+5.059 $1.515 $+504 $1.011 $-5.329 $6.340 $+6.340 $
Integer Holdings CorpITGR3.922 $-1.245 $5.167 $-982 $6.149 $-11 $6.160 $+6.160 $
Legend Biotech CorpLEGN3.239 $-1.620 $4.859 $-429 $5.288 $+5.288 $
ADVANCED MICRO DEVICES INCAMD4.926 $+558 $4.368 $+4.368 $
EQUITY RESIDENTIALEQR4.220 $-73 $4.293 $-145 $4.438 $-398 $4.836 $+4.836 $
GRAPHIC PACKAGING HOLDING COGPK3.750 $-999 $4.749 $+4.749 $
CONSOLIDATED EDISON INCED3.797 $-46 $3.843 $+6 $3.837 $+1.986 $1.851 $+1.851 $
CAMECO CORPCCJ3.117 $+266 $2.851 $+327 $2.524 $+2.524 $
SAP SESAP2.429 $-243 $2.672 $+2.672 $
INSMED IncINSM2.611 $+451 $2.160 $+650 $1.510 $+287 $1.223 $+1.223 $
EQUINOR ASAEQNR2.391 $-47 $2.438 $+2.438 $
FORD MOTOR COF1.536 $+138 $1.398 $+132 $1.266 $+158 $1.108 $+1.108 $
IREN LtdIREN831 $+831 $
ISHARES GOLD TRUSTIAU812 $+84 $728 $+104 $624 $+624 $
Solventum CorpSOLV555 $+44 $511 $-20 $531 $-27 $558 $+558 $
Ready Capital CorpRC94 $-72 $166 $-22 $188 $-110 $298 $+298 $
Canopy Growth CorpCGC18 $-5 $23 $+3 $20 $-2 $22 $+22 $
AURORA CANNABIS INCACB13 $-5 $18 $+5 $13 $-2 $15 $+15 $
107.238.377 $+3.233.306 $104.226.230 $+5.021.464 $99.208.516 $-125.386 $99.333.902 $+99.333.902 $
Erweiterte Einstellungen ×