Investments: St. Clair Advisors, 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. ($)
385.760.273 $+18.892.403 $367.702.592 $-5.460.495 $373.163.087 $+26.078.432 $349.028.631 $+349.028.631 $
BANK OF AMERICA CORP /DE/BAC255.743.749 $+17.348.035 $238.395.714 $-16.678.659 $255.074.373 $+15.887.184 $239.187.189 $+239.187.189 $
MICROSOFT CORPMSFT25.074.246 $-2.694.089 $27.768.335 $+861.936 $26.906.399 $+6.281.346 $20.625.053 $+20.625.053 $
APPFOLIO INCAPPF22.897.642 $+772.918 $22.124.724 $+3.881.107 $18.243.617 $-1.910.904 $20.154.521 $+20.154.521 $
BlackRock, Inc.BLK21.677.919 $+561.627 $21.116.292 $+1.859.442 $19.256.850 $+1.139.626 $18.117.224 $+18.117.224 $
ALPHA PRO TECH LTDAPT12.318.897 $+2.754.006 $9.564.891 $+2.528.148 $7.036.743 $+1.290.376 $5.746.367 $+5.746.367 $
Eaton Corp plcETN4.449.266 $-769.276 $5.218.542 $+283.512 $4.935.030 $+1.185.407 $3.749.623 $+3.749.623 $
JOHNSON & JOHNSONJNJ4.546.691 $+565.724 $3.980.967 $+692.512 $3.288.455 $-272.130 $3.560.585 $+3.560.585 $
STRYKER CORPSYK3.696.761 $-191.428 $3.888.189 $-273.047 $4.161.236 $+217.992 $3.943.244 $+3.943.244 $
PROCTER & GAMBLE CoPG3.339.266 $-240.932 $3.580.198 $-132.117 $3.712.315 $-258.641 $3.970.956 $+3.970.956 $
COCA COLA COKO3.552.616 $+182.433 $3.370.183 $-225.120 $3.595.303 $-44.211 $3.639.514 $+3.639.514 $
PEPSICO INCPEP3.581.828 $+182.197 $3.399.631 $+195.152 $3.204.479 $-434.415 $3.638.894 $+3.638.894 $
Palo Alto Networks IncPANW3.112.980 $-328.198 $3.441.178 $+207.866 $3.233.312 $+545.732 $2.687.580 $+2.687.580 $
AMAZON COM INCAMZN3.119.301 $+149.178 $2.970.123 $-213.007 $3.183.130 $+1.433.119 $1.750.011 $+1.750.011 $
EXXON MOBIL CORPXOM2.580.136 $+42.314 $2.537.822 $+111.633 $2.426.189 $-104.404 $2.530.593 $+2.530.593 $
JPMORGAN CHASE & COJPM1.994.864 $+42.037 $1.952.827 $+166.981 $1.785.846 $+225.738 $1.560.108 $+1.560.108 $
NVIDIA CORPNVDA1.969.253 $-845 $1.970.098 $+172.646 $1.797.452 $+564.413 $1.233.039 $+1.233.039 $
NORDSON CORPNDSN1.943.976 $+1.943.976 $
STARBUCKS CORPSBUX1.308.118 $-6.058 $1.314.176 $-109.204 $1.423.380 $-100.350 $1.523.730 $+1.523.730 $
Medtronic plcMDT1.408.431 $+345.363 $1.063.068 $+90.076 $972.992 $-30.025 $1.003.017 $+1.003.017 $
NICOLET BANKSHARES INCNIC830.523 $-230.558 $1.061.081 $-9.989 $1.071.070 $+47.074 $1.023.996 $+1.023.996 $
NOVARTIS AGNVS977.774 $+68.296 $909.478 $+51.275 $858.203 $+67.587 $790.616 $+790.616 $
PFIZER INCPFE953.744 $+35.114 $918.630 $+46.790 $871.840 $-39.564 $911.404 $+911.404 $
GENERAL ELECTRIC COGE921.009 $+79.616 $841.393 $+121.473 $719.920 $+160.100 $559.820 $+559.820 $
AMGEN INCAMGN916.468 $+126.308 $790.160 $+8.372 $781.788 $-90.552 $872.340 $+872.340 $
FEDEX CORPFDX840.004 $+154.269 $685.735 $+24.718 $661.017 $-47.895 $708.912 $+708.912 $
ELI LILLY & CoLLY834.722 $+834.722 $
3M COMMM812.827 $+24.979 $787.848 $+14.926 $772.922 $+27.314 $745.608 $+745.608 $
Accenture plcACN586.235 $+59.744 $526.491 $-163.945 $690.436 $+78.838 $611.598 $+611.598 $
GENERAL DYNAMICS CORPGD589.155 $-7.595 $596.750 $+86.345 $510.405 $+33.390 $477.015 $+477.015 $
Walt Disney CoDIS458.834 $-2.944 $461.778 $-38.354 $500.132 $+102.075 $398.057 $+398.057 $
ORACLE CORPORCL331.347 $-146.761 $478.108 $+106.437 $371.671 $+133.994 $237.677 $+237.677 $
CVS HEALTH CorpCVS477.905 $+23.907 $453.998 $+40.118 $413.880 $+7.380 $406.500 $+406.500 $
MCDONALDS CORPMCD252.756 $+1.439 $251.317 $+13.198 $238.119 $-16.463 $254.582 $+254.582 $
DEERE & CODE234.647 $+4.188 $230.459 $-23.786 $254.245 $+19.570 $234.675 $+234.675 $
BERKSHIRE HATHAWAY INCBRK-B205.081 $-12.605 $217.686 $+7.348 $210.338 $-20.269 $230.607 $+230.607 $
385.760.273 $+18.892.403 $367.702.592 $-5.460.495 $373.163.087 $+26.078.432 $349.028.631 $+349.028.631 $
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