Investments: Charter Capital Management, LLC\DE

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
164.180.792 $+7.161.998 $157.710.445 $+12.444.384 $145.488.079 $+145.488.079 $
BANK OF AMERICA CORP /DE/BAC146.678.486 $+6.673.389 $140.005.097 $+10.233.655 $129.771.442 $+129.771.442 $
ALPHA PRO TECH LTDAPT3.834.603 $+702.979 $3.131.624 $+909.182 $2.222.442 $+2.222.442 $
BERKSHIRE HATHAWAY INCBRK-B1.498.510 $-78.193 $1.576.703 $+36.706 $1.539.997 $+1.539.997 $
CSX CORPCSX1.410.125 $+28.786 $1.381.339 $+112.032 $1.269.307 $+1.269.307 $
JPMORGAN CHASE & COJPM1.096.242 $+23.343 $1.072.899 $+96.256 $976.643 $+976.643 $
CURTISS WRIGHT CORPCW984.568 $+14.877 $969.691 $+97.141 $872.550 $+872.550 $
MICROSOFT CORPMSFT899.922 $-63.521 $963.443 $+78.798 $884.645 $+884.645 $
APPFOLIO INCAPPF848.924 $+39.625 $809.299 $+192.253 $617.046 $+617.046 $
UNITED PARCEL SERVICE INCUPS517.501 $-170.067 $687.568 $-134.025 $821.593 $+821.593 $
ELI LILLY & CoLLY676.337 $+196.174 $480.163 $-10.373 $490.536 $+490.536 $
NEXTERA ENERGY INCNEE459.728 $-214.093 $673.821 $+54.227 $619.594 $+619.594 $
ALLIANT ENERGY CORPLNT591.591 $-21.840 $613.431 $+63.154 $550.277 $+550.277 $
ZEBRA TECHNOLOGIES CORPZBRA437.076 $-112.670 $549.746 $-20.720 $570.466 $+570.466 $
VERIZON COMMUNICATIONS INCVZ508.157 $-39.999 $548.156 $-13.000 $561.156 $+561.156 $
AMAZON COM INCAMZN537.501 $-17.717 $555.218 $+15.593 $539.625 $+539.625 $
TELEDYNE TECHNOLOGIES INCTDY483.151 $-71.243 $554.394 $+69.749 $484.645 $+484.645 $
ADVANCED MICRO DEVICES INCAMD520.074 $+127.177 $392.897 $+103.643 $289.254 $+289.254 $
GATX CORPGATX398.390 $-116.920 $515.310 $+515.310 $
PROCTER & GAMBLE CoPG425.917 $-30.731 $456.648 $-46.198 $502.846 $+502.846 $
MORGAN STANLEYMS485.545 $+50.789 $434.756 $+49.504 $385.252 $+385.252 $
NVIDIA CORPNVDA417.829 $-164 $417.993 $+64.057 $353.936 $+353.936 $
Duke Energy CORPDUK376.393 $+17.489 $358.904 $+358.904 $
BlackRock, Inc.BLK315.258 $+8.424 $306.834 $+306.834 $
Accenture plcACN248.714 $+20.116 $228.598 $-48.473 $277.071 $+277.071 $
KEMPER CorpKMPR222.018 $+222.018 $
INSMED IncINSM221.901 $+221.901 $
164.180.792 $+7.161.998 $157.710.445 $+12.444.384 $145.488.079 $+145.488.079 $
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