Investments: Putney Financial Group 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. ($)
106.419.410 $+7.612.887 $100.234.696 $+6.114.415 $98.212.359 $+4.008.512 $94.229.273 $+94.229.273 $
BANK OF AMERICA CORP /DE/BAC28.916.706 $+374.104 $28.542.602 $-10.833 $28.553.435 $+3.562.966 $24.990.469 $+24.990.469 $
APPFOLIO INCAPPF25.264.923 $+1.016.661 $24.248.262 $+3.878.537 $20.369.725 $-3.205.792 $23.575.517 $+23.575.517 $
ALPHA PRO TECH LTDAPT12.040.194 $+2.583.548 $9.456.646 $+2.496.577 $6.960.069 $+496.931 $6.463.138 $+6.463.138 $
AMAZON COM INCAMZN8.025.611 $+212.652 $7.812.959 $-291.966 $8.104.925 $+508.414 $7.596.511 $+7.596.511 $
MICROSOFT CORPMSFT7.179.132 $+631.477 $6.547.655 $+143.302 $6.404.353 $+1.296.318 $5.108.035 $+5.108.035 $
NVIDIA CORPNVDA3.763.203 $-93.036 $3.856.239 $+522.805 $3.333.434 $+976.818 $2.356.616 $+2.356.616 $
Mastercard IncMA3.140.411 $-92.136 $3.232.547 $+268 $3.232.279 $-66.855 $3.299.134 $+3.299.134 $
COPART INCCPRT1.521.682 $-745.616 $2.267.298 $-349.262 $2.616.560 $-579.304 $3.195.864 $+3.195.864 $
TREX CO INCTREX1.204.169 $-351.371 $1.555.540 $-345.085 $1.900.625 $+1.900.625 $
AbbVie Inc.ABBV1.779.480 $+774.828 $1.004.652 $+216.138 $788.514 $-127.298 $915.812 $+915.812 $
BERKSHIRE HATHAWAY INCBRK-B1.557.210 $-32.454 $1.589.664 $+68.232 $1.521.432 $-104.002 $1.625.434 $+1.625.434 $
GENERAL ELECTRIC COGE1.605.452 $+22.537 $1.582.915 $+233.677 $1.349.238 $+1.326.221 $23.017 $+23.017 $
ELI LILLY & CoLLY1.501.497 $+419.454 $1.082.043 $-23.428 $1.105.471 $-129.353 $1.234.824 $+1.234.824 $
LOCKHEED MARTIN CORPLMT757.911 $-5.381 $763.292 $-147.241 $910.533 $-53.914 $964.447 $+964.447 $
JPMORGAN CHASE & COJPM777.195 $+251.373 $525.822 $+60.516 $465.306 $-23.577 $488.883 $+488.883 $
ADVANCED MICRO DEVICES INCAMD773.546 $+234.947 $538.599 $+103.675 $434.924 $+103.587 $331.337 $+331.337 $
BADGER METER INCBMI408.119 $-56.725 $464.844 $-178.885 $643.729 $+134.239 $509.490 $+509.490 $
INTEL CORPINTC625.012 $+555.908 $69.104 $-956 $70.060 $+70.060 $
NETFLIX INCNFLX404.106 $-119.822 $523.928 $-54.576 $578.504 $+219.480 $359.024 $+359.024 $
JOHNSON & JOHNSONJNJ563.939 $+512.768 $51.171 $-9.361 $60.532 $+60.532 $
EXXON MOBIL CORPXOM537.077 $+467.007 $70.070 $-20.911 $90.981 $+90.981 $
COMMERCIAL METALS CoCMC334.402 $+45.253 $289.149 $-88.338 $377.487 $-137.043 $514.530 $+514.530 $
DEERE & CODE359.886 $-10.037 $369.923 $-144.160 $514.083 $+36.285 $477.798 $+477.798 $
CLEAN HARBORS INCCLH477.870 $-3.058 $480.928 $-14.953 $495.881 $+73.101 $422.780 $+422.780 $
PROCTER & GAMBLE CoPG326.890 $+89.040 $237.850 $-110.901 $348.751 $-141.888 $490.639 $+490.639 $
NEXTERA ENERGY INCNEE442.343 $+11.899 $430.444 $+57.520 $372.924 $-45.611 $418.535 $+418.535 $
NUCOR CORPNUE438.483 $+68.334 $370.149 $+114.178 $255.971 $+199.772 $56.199 $+56.199 $
FREEPORT-MCMORAN INCFCX425.468 $+105.747 $319.721 $+154.341 $165.380 $+160.458 $4.922 $+4.922 $
HEICO CORPHEI400.281 $+953 $399.328 $-6.408 $405.736 $+75.222 $330.514 $+330.514 $
SHERWIN WILLIAMS COSHW275.101 $-53.846 $328.947 $-5.486 $334.433 $-50.724 $385.157 $+385.157 $
INTUITIVE SURGICAL INCISRG362.470 $+71.770 $290.700 $-79.906 $370.606 $+32.832 $337.774 $+337.774 $
BOSTON SCIENTIFIC CORPBSX230.175 $-5.504 $235.679 $-45.091 $280.770 $-87.846 $368.616 $+368.616 $
PEPSICO INCPEP363.680 $+236.790 $126.890 $-44.791 $171.681 $+171.681 $
Walt Disney CoDIS352.064 $+1.284 $350.780 $+350.780 $
STRYKER CORPSYK231.413 $-28.120 $259.533 $-42.362 $301.895 $+301.895 $
GENERAL DYNAMICS CORPGD300.974 $+3.281 $297.693 $+48.324 $249.369 $-9.582 $258.951 $+258.951 $
VERIZON COMMUNICATIONS INCVZ224.233 $-18.685 $242.918 $-57.773 $300.691 $+300.691 $
CHEVRON CORPCVX282.568 $+113.747 $168.821 $-86.965 $255.786 $+255.786 $
LINDSAY CORPLNN254.414 $-21.104 $275.518 $+30.069 $245.449 $+245.449 $
SPS COMMERCE INCSPSC256.413 $+26.424 $229.989 $-12.961 $242.950 $-15.512 $258.462 $+258.462 $
PAYCHEX INCPAYX155.642 $-24.866 $180.508 $+180.508 $
FISERV INCFISV137.583 $-38.639 $176.222 $+176.222 $
CONOCOPHILLIPSCOP114.419 $-61.490 $175.909 $+175.909 $
AMGEN INCAMGN128.995 $-39.865 $168.860 $+168.860 $
BECTON DICKINSON & COBDX165.360 $+165.360 $
ORACLE CORPORCL151.032 $+33.509 $117.523 $+117.523 $
MCDONALDS CORPMCD125.341 $-8.666 $134.007 $+134.007 $
TARGET CORPTGT97.565 $-19.840 $117.405 $+117.405 $
Public StoragePSA103.577 $-8.956 $112.533 $+112.533 $
AFLAC INCAFL84.368 $-15.703 $100.071 $+100.071 $
NEW YORK TIMES CONYT92.423 $-4.843 $97.266 $+97.266 $
Parker-Hannifin CorpPH90.103 $+11.690 $78.413 $+78.413 $
Phillips 66PSX50.941 $-32.902 $83.843 $+83.843 $
Walmart Inc.WMT75.975 $-6.723 $82.698 $+82.698 $
HP INCHPQ60.930 $-19.288 $80.218 $+80.218 $
FEDEX CORPFDX58.646 $-19.607 $78.253 $+78.253 $
CUMMINS INCCMI77.290 $+3.318 $73.972 $+73.972 $
POOL CORPPOOL52.758 $-23.964 $76.722 $+76.722 $
AMERICAN EXPRESS COAXP74.003 $+3.512 $70.491 $+70.491 $
SAP SESAP72.984 $+505 $72.479 $+72.479 $
BlackRock, Inc.BLK62.332 $+6.449 $55.883 $+55.883 $
Simpson Manufacturing Co., Inc.SSD58.862 $+41.269 $17.593 $+17.593 $
RHRH47.253 $-11.350 $58.603 $+58.603 $
Accenture plcACN55.594 $+45.609 $9.985 $+9.985 $
COCA COLA COKO34.668 $-19.405 $54.073 $+54.073 $
LEAR CORPLEA43.406 $-7.938 $51.344 $+51.344 $
DOMINOS PIZZA INCDPZ50.030 $+50.030 $
LAM RESEARCH CORPLRCX48.670 $+12.320 $36.350 $+36.350 $
Veralto CorpVLTO47.951 $-677 $48.628 $+48.628 $
CSX CORPCSX44.051 $+4.320 $39.731 $+39.731 $
UNITED PARCEL SERVICE INCUPS36.036 $-6.530 $42.566 $+42.566 $
ASML HOLDING NVASML42.474 $+17.294 $25.180 $+25.180 $
CATERPILLAR INCCAT35.715 $+5.373 $30.342 $+30.342 $
ROPER TECHNOLOGIES INCROP34.010 $-1.365 $35.375 $+35.375 $
LINDE PLCLIN35.189 $+266 $34.923 $+34.923 $
AT&T INC.T34.815 $+794 $34.021 $+34.021 $
UFP INDUSTRIES INCUFPI26.430 $-2.043 $28.473 $+28.473 $
AAR CORPAIR27.447 $+348 $27.099 $+27.099 $
Hewlett Packard Enterprise CoHPE26.524 $+8.455 $18.069 $+18.069 $
NICOLET BANKSHARES INCNIC20.957 $-3.737 $24.694 $+24.694 $
STARBUCKS CORPSBUX22.908 $-1.615 $24.523 $+24.523 $
TEXTRON INCTXT24.408 $+2.444 $21.964 $+21.964 $
3M COMMM24.358 $+20.686 $3.672 $+3.672 $
Duke Energy CORPDUK9.440 $-13.490 $22.930 $+22.930 $
PALATIN TECHNOLOGIES INCPTNT21.811 $+21.811 $
GLADSTONE LAND CorpLAND20.340 $-700 $21.040 $+21.040 $
Alcoa CorpAA17.706 $+12.826 $4.880 $+4.880 $
iShares Bitcoin Trust ETFIBIT17.445 $+4.104 $13.341 $+13.341 $
HERSHEY COHSY16.595 $-508 $17.103 $+17.103 $
BOEING COBA15.715 $+2.924 $12.791 $+12.791 $
EQUIFAX INCEFX15.562 $+948 $14.614 $+14.614 $
BROWN FORMAN CORPBF-A12.126 $-2.851 $14.977 $+14.977 $
LINCOLN NATIONAL CORPLNC13.840 $-524 $14.364 $+14.364 $
COMCAST CORPCMCSA13.205 $+9.109 $4.096 $+4.096 $
MERCADOLIBRE INCMELI13.068 $+13.068 $
MORGAN STANLEYMS12.677 $+2.177 $10.500 $+10.500 $
GARTNER INCIT12.127 $-465 $12.592 $+12.592 $
Booking Holdings Inc.BKNG11.578 $+2.364 $9.214 $+9.214 $
TIMKEN COTKR10.883 $+102 $10.781 $+10.781 $
Sea LtdSE10.716 $+1.973 $8.743 $+8.743 $
Constellation Energy CorpCEG10.651 $+3.997 $6.654 $+6.654 $
TORO COTTC10.622 $+10.622 $
FORD MOTOR COF10.481 $+10.481 $
WEYERHAEUSER COWY9.043 $-1.264 $10.307 $+10.307 $
PG&E CorpPCG10.037 $+10.037 $0 $+0 $
Sony Group CorpSONY9.241 $+9.241 $
Zoetis Inc.ZTS8.577 $-479 $9.056 $+9.056 $
ENBRIDGE INCENB9.052 $+201 $8.851 $+8.851 $
KAISER ALUMINUM CORPKALU7.990 $+1.928 $6.062 $+6.062 $
Fortive CorpFTV5.578 $-2.252 $7.830 $+7.830 $
CVS HEALTH CorpCVS7.381 $+335 $7.046 $+7.046 $
CENTERPOINT ENERGY INCCNP7.348 $+102 $7.246 $+7.246 $
FMC CORPFMC7.098 $-74 $7.172 $+7.172 $
GOLDMAN SACHS GROUP INCGS7.078 $+7.078 $
MICRON TECHNOLOGY INCMU6.779 $+2.000 $4.779 $+4.779 $
ARES CAPITAL CORPARCC6.588 $-60 $6.648 $+6.648 $
CONSOLIDATED EDISON INCED5.519 $-563 $6.082 $+6.082 $
ASTRAZENECA PLCAZN5.513 $+5.513 $
PFIZER INCPFE5.333 $+5.333 $
YUM BRANDS INCYUM4.742 $-294 $5.036 $+5.036 $
Solventum CorpSOLV4.702 $+2.573 $2.129 $+2.129 $
COLGATE PALMOLIVE COCL4.545 $-140 $4.685 $+4.685 $
HALLIBURTON COHAL4.059 $+4.059 $
Brookfield Renewable CorpBEPC3.070 $+3.070 $
HOLOGIC INCHOLX2.162 $+2.162 $
Edwards Lifesciences CorpEW1.877 $+1.877 $
Ralliant CorpRAL1.697 $+1.697 $
Chemours CoCC1.374 $+1.374 $
Sylvamo CorpSLVM451 $-153 $604 $+604 $
CARDINAL HEALTH INCCAH504 $+504 $
Viatris IncVTRS429 $+246 $183 $+183 $
Adient plcADNT331 $+331 $
TAKEDA PHARMACEUTICAL CO LTDTAK232 $+232 $
Organon & Co.OGN165 $+165 $
DXC Technology CoDXC153 $+153 $
ISHARES GOLD TRUSTIAU125 $+7 $118 $+118 $
106.419.410 $+7.612.887 $100.234.696 $+6.114.415 $98.212.359 $+4.008.512 $94.229.273 $+94.229.273 $
Erweiterte Einstellungen ×