Investments: BROADWATER CAPITAL MANAGEMENT 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. ($)
133.522.273 $-2.703.772 $136.353.779 $+8.051.944 $128.312.125 $+829.569 $127.483.301 $+127.483.301 $
BANK OF AMERICA CORP /DE/BAC29.143.675 $-1.129.869 $30.273.544 $+472.631 $29.800.913 $-536.187 $30.337.100 $+30.337.100 $
MICROSOFT CORPMSFT14.916.775 $-2.628.263 $17.545.038 $+558.984 $16.986.054 $+3.641.315 $13.344.739 $+13.344.739 $
ALPHA PRO TECH LTDAPT15.427.715 $+3.278.863 $12.148.852 $+3.263.009 $8.885.843 $+1.014.105 $7.871.738 $+7.871.738 $
APPFOLIO INCAPPF12.704.290 $+687.282 $12.017.008 $+2.313.698 $9.703.310 $-1.779.256 $11.482.566 $+11.482.566 $
MCDONALDS CORPMCD5.849.054 $-355.680 $6.204.734 $+219.720 $5.985.014 $-445.027 $6.430.041 $+6.430.041 $
Walmart Inc.WMT5.570.500 $+417.500 $5.153.000 $+247.671 $4.905.329 $+308.030 $4.597.299 $+4.597.299 $
JOHNSON & JOHNSONJNJ4.561.799 $+474.586 $4.087.213 $+710.980 $3.376.233 $-289.329 $3.665.562 $+3.665.562 $
PROCTER & GAMBLE CoPG3.277.213 $-760.402 $4.037.615 $-155.369 $4.192.984 $-309.172 $4.502.156 $+4.502.156 $
COCA COLA COKO3.251.514 $-436.541 $3.688.055 $-251.659 $3.939.714 $-91.418 $4.031.132 $+4.031.132 $
EXXON MOBIL CORPXOM2.595.734 $-535.334 $3.131.068 $+137.462 $2.993.606 $-320.973 $3.314.579 $+3.314.579 $
INTUITIVE SURGICAL INCISRG3.269.030 $+687.618 $2.581.412 $-555.151 $3.136.563 $+277.865 $2.858.698 $+2.858.698 $
ANALOG DEVICES INCADI3.059.136 $+287.640 $2.771.496 $+86.630 $2.684.866 $+410.028 $2.274.838 $+2.274.838 $
AbbVie Inc.ABBV3.006.243 $-45.917 $3.052.160 $+598.820 $2.453.340 $-371.109 $2.824.449 $+2.824.449 $
SOUTHERN COSO2.542.229 $-220.696 $2.762.925 $+82.958 $2.679.967 $-3.502 $2.683.469 $+2.683.469 $
STRYKER CORPSYK2.272.254 $-117.663 $2.389.917 $-167.831 $2.557.748 $+113.927 $2.443.821 $+2.443.821 $
Walt Disney CoDIS1.616.899 $-73.350 $1.690.249 $-140.387 $1.830.636 $+302.069 $1.528.567 $+1.528.567 $
CHEVRON CORPCVX1.183.768 $-267.417 $1.451.185 $+113.074 $1.338.111 $-278.747 $1.616.858 $+1.616.858 $
INTEL CORPINTC1.411.646 $+128.157 $1.283.489 $+426.555 $856.934 $-28.892 $885.826 $+885.826 $
GENERAL DYNAMICS CORPGD1.255.742 $-16.188 $1.271.930 $+184.038 $1.087.892 $+71.169 $1.016.723 $+1.016.723 $
ROPER TECHNOLOGIES INCROP957.030 $-115.154 $1.072.184 $-146.522 $1.218.706 $-48.891 $1.267.597 $+1.267.597 $
VERIZON COMMUNICATIONS INCVZ841.645 $-347.510 $1.189.155 $+18.399 $1.170.756 $-56.550 $1.227.306 $+1.227.306 $
REALTY INCOME CORPO819.056 $-374.252 $1.193.308 $+62.424 $1.130.884 $-16.554 $1.147.438 $+1.147.438 $
NICOLET BANKSHARES INCNIC906.657 $-134.482 $1.041.139 $-19.559 $1.060.698 $+100.182 $960.516 $+960.516 $
3M COMMM1.024.640 $+31.488 $993.152 $+18.816 $974.336 $+34.432 $939.904 $+939.904 $
UNITEDHEALTH GROUP INCUNH579.013 $-26.643 $605.656 $+58.461 $547.195 $-371.463 $918.658 $+918.658 $
CVS HEALTH CorpCVS889.626 $+44.504 $845.122 $+71.856 $773.266 $+13.788 $759.478 $+759.478 $
COLGATE PALMOLIVE COCL746.739 $-8.694 $755.433 $-103.572 $859.005 $-26.460 $885.465 $+885.465 $
PEPSICO INCPEP829.546 $+17.803 $811.743 $+48.552 $763.191 $-110.959 $874.150 $+874.150 $
PAYCHEX INCPAYX615.644 $-80.015 $695.659 $-107.280 $802.939 $-48.687 $851.626 $+851.626 $
FLOWERS FOODS INCFLO339.184 $-220.661 $559.845 $-125.697 $685.542 $-138.542 $824.084 $+824.084 $
FASTENAL COFAST642.080 $-142.560 $784.640 $+112.640 $672.000 $+51.600 $620.400 $+620.400 $
BECTON DICKINSON & COBDX445.197 $-167.410 $612.607 $+48.833 $563.774 $-208.845 $772.619 $+772.619 $
RTX CorpRTX746.805 $+65.437 $681.368 $+86.775 $594.593 $+55.216 $539.377 $+539.377 $
Avery Dennison CorpAVY611.117 $+66.226 $544.891 $-44.688 $589.579 $-8.400 $597.979 $+597.979 $
JPMORGAN CHASE & COJPM606.096 $+12.772 $593.324 $+48.003 $545.321 $+83.912 $461.409 $+461.409 $
Shell plcSHEL288.409 $-95.349 $383.758 $-195.083 $578.841 $-24.693 $603.534 $+603.534 $
AT&T INC.T509.742 $-70.618 $580.360 $-14.386 $594.746 $+13.564 $581.182 $+581.182 $
Duke Energy CORPDUK429.692 $-23.976 $453.668 $+21.080 $432.588 $-14.554 $447.142 $+447.142 $
CONOCOPHILLIPSCOP318.274 $-3.332 $321.606 $+16.490 $305.116 $-51.952 $357.068 $+357.068 $
STARBUCKS CORPSBUX303.998 $-1.408 $305.406 $-25.378 $330.784 $-23.321 $354.105 $+354.105 $
PFIZER INCPFE290.957 $-9.834 $300.791 $+14.638 $286.153 $-12.986 $299.139 $+299.139 $
NEXTERA ENERGY INCNEE257.378 $+15.357 $242.021 $+19.460 $222.561 $-4.712 $227.273 $+227.273 $
UNILEVER PLCUL115.627 $-130.385 $246.012 $-7.844 $253.856 $+6.723 $247.133 $+247.133 $
LOCKHEED MARTIN CORPLMT240.384 $-7.723 $248.107 $+17.926 $230.181 $+3.699 $226.482 $+226.482 $
XCEL ENERGY INCXEL53.179 $-179.093 $232.272 $+36.144 $196.128 $-7.747 $203.875 $+203.875 $
CSX CORPCSX53.831 $-152.305 $206.136 $+16.719 $189.417 $-23.803 $213.220 $+213.220 $
LINDE PLCLIN170.556 $-19.444 $190.000 $+2.328 $187.672 $+1.416 $186.256 $+186.256 $
Otis Worldwide CorpOTIS159.152 $-7.433 $166.585 $-13.829 $180.414 $-7.616 $188.030 $+188.030 $
UNITED PARCEL SERVICE INCUPS124.483 $+19.653 $104.830 $-53.141 $157.971 $-14.163 $172.134 $+172.134 $
Edwards Lifesciences CorpEW102.300 $+8.976 $93.324 $-56.839 $150.163 $+11.001 $139.162 $+139.162 $
TARGET CORPTGT108.112 $-18.006 $126.118 $-12.584 $138.702 $-8.028 $146.730 $+146.730 $
RAYONIER INCRYN124.765 $+20.497 $104.268 $-26.796 $131.064 $+131.064 $
GENERAL ELECTRIC COGE128.757 $+3.014 $125.743 $+18.154 $107.589 $+23.926 $83.663 $+83.663 $
Phillips 66PSX116.136 $-6.282 $122.418 $+15.048 $107.370 $-3.762 $111.132 $+111.132 $
Solventum CorpSOLV98.971 $+7.794 $91.177 $-3.547 $94.724 $-26.864 $121.588 $+121.588 $
AMAZON COM INCAMZN120.026 $+5.850 $114.176 $+93 $114.083 $+15.148 $98.935 $+98.935 $
CATERPILLAR INCCAT114.574 $+19.144 $95.430 $+17.788 $77.642 $+11.682 $65.960 $+65.960 $
EMERSON ELECTRIC COEMR106.176 $+1.232 $104.944 $-1.720 $106.664 $+18.952 $87.712 $+87.712 $
ORACLE CORPORCL61.202 $-27.107 $88.309 $+19.659 $68.650 $+24.750 $43.900 $+43.900 $
SYSCO CORPSYY63.742 $-16.540 $80.282 $+6.435 $73.847 $+683 $73.164 $+73.164 $
GARMIN LTDGRMN36.513 $-7.807 $44.320 $+6.750 $37.570 $-40.597 $78.167 $+78.167 $
DOVER CorpDOV78.096 $+11.364 $66.732 $-6.560 $73.292 $+3.020 $70.272 $+70.272 $
NOVARTIS AGNVS51.012 $+3.563 $47.449 $+2.675 $44.774 $+3.526 $41.248 $+41.248 $
ZEBRA TECHNOLOGIES CORPZBRA36.423 $-8.151 $44.574 $-1.680 $46.254 $+3.870 $42.384 $+42.384 $
FISERV INCFISV13.434 $-12.352 $25.786 $-8.696 $34.482 $-9.684 $44.166 $+44.166 $
EVERSOURCE ENERGYES41.745 $-2.362 $44.107 $+4.663 $39.444 $+936 $38.508 $+38.508 $
WEYERHAEUSER COWY34.114 $-1.584 $35.698 $-1.296 $36.994 $-5.169 $42.163 $+42.163 $
BERKSHIRE HATHAWAY INCBRK-B38.704 $-7 $38.711 $+1.307 $37.404 $-3.605 $41.009 $+41.009 $
WELLTOWER INC.WELL37.122 $+1.494 $35.628 $+4.882 $30.746 $+104 $30.642 $+30.642 $
SEMPRASRE35.316 $-676 $35.992 $+5.684 $30.308 $+1.764 $28.544 $+28.544 $
MORGAN STANLEYMS32.488 $+3.398 $29.090 $+3.313 $25.777 $+4.426 $21.351 $+21.351 $
WATSCO INCWSO10.109 $-10.106 $20.215 $-1.866 $22.081 $-3.334 $25.415 $+25.415 $
SPS COMMERCE INCSPSC23.382 $+2.409 $20.973 $+2.988 $17.985 $+985 $17.000 $+17.000 $
NVIDIA CORPNVDA22.380 $-10 $22.390 $+3.431 $18.959 $+5.953 $13.006 $+13.006 $
ALLSTATE CORPALL20.815 $-650 $21.465 $+1.334 $20.131 $-576 $20.707 $+20.707 $
AMGEN INCAMGN18.984 $+2.616 $16.368 $+174 $16.194 $-1.876 $18.070 $+18.070 $
HOLOGIC INCHOLX17.431 $+1.638 $15.793 $+546 $15.247 $+793 $14.454 $+14.454 $
COMCAST CORPCMCSA13.391 $-685 $14.076 $-1.913 $15.989 $-542 $16.531 $+16.531 $
BOEING COBA16.284 $+97 $16.187 $+472 $15.715 $+2.924 $12.791 $+12.791 $
AFLAC INCAFL15.217 $-198 $15.415 $+862 $14.553 $-791 $15.344 $+15.344 $
GSK plcGSK14.712 $+1.764 $12.948 $+1.428 $11.520 $-102 $11.622 $+11.622 $
FEDEX CORPFDX14.443 $+2.652 $11.791 $+425 $11.366 $-823 $12.189 $+12.189 $
BIO-TECHNE CorpTECH10.290 $-1.436 $11.726 $+11.726 $
Viatris IncVTRS10.645 $+2.180 $8.465 $+830 $7.635 $+188 $7.447 $+7.447 $
BlackRock, Inc.BLK7.671 $-231 $7.902 $+118 $7.784 $-664 $8.448 $+8.448 $
FORD MOTOR COF7.872 $+696 $7.176 $+666 $6.510 $+492 $6.018 $+6.018 $
Otter Tail CorpOTTR7.677 $-110 $7.787 $+463 $7.324 $-311 $7.635 $+7.635 $
Trane Technologies plcTT4.281 $-361 $4.642 $-170 $4.812 $+1.106 $3.706 $+3.706 $
Organon & Co.OGN2.969 $+278 $2.691 $-1.448 $4.139 $+4.139 $
Haleon plcHLN3.791 $+427 $3.364 $-525 $3.889 $+30 $3.859 $+3.859 $
Eaton Corp plcETN2.548 $-446 $2.994 $+138 $2.856 $+681 $2.175 $+2.175 $
DEERE & CODE2.328 $+42 $2.286 $-256 $2.542 $+195 $2.347 $+2.347 $
GRAHAM CORPGHM1.028 $+150 $878 $+86 $792 $+331 $461 $+461 $
YUM BRANDS INCYUM908 $-4 $912 $+23 $889 $-55 $944 $+944 $
SUNCOR ENERGY INCSU620 $+620 $
EXACT SCIENCES CORPEXAS305 $+141 $164 $+5 $159 $+29 $130 $+130 $
Net Lease Office PropertiesNLOP155 $-23 $178 $-17 $195 $+7 $188 $+188 $
Fresenius Medical Care AGFMS125 $+125 $
133.522.273 $-2.703.772 $136.353.779 $+8.051.944 $128.312.125 $+829.569 $127.483.301 $+127.483.301 $
Erweiterte Einstellungen ×