Investments: Basepoint Wealth 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. ($)
162.484.270 $+21.709.438 $140.309.572 $+11.690.761 $128.618.811 $+2.013.970 $127.070.101 $+127.070.101 $
BANK OF AMERICA CORP /DE/BAC104.665.361 $+19.380.769 $85.284.592 $+8.280.533 $77.004.059 $+557.141 $76.446.918 $+76.446.918 $
DEERE & CODE5.478.405 $+135.339 $5.343.066 $-591.895 $5.934.961 $+424.762 $5.510.199 $+5.510.199 $
BERKSHIRE HATHAWAY INCBRK-B5.137.083 $-53.708 $5.190.791 $+98.707 $5.092.084 $-661.644 $5.753.728 $+5.753.728 $
APPFOLIO INCAPPF3.425.836 $+160.795 $3.265.041 $+759.403 $2.505.638 $-308.005 $2.813.643 $+2.813.643 $
Ingredion IncINGR2.478.025 $-256.616 $2.734.641 $-315.335 $3.049.976 $-41.679 $3.091.655 $+3.091.655 $
NVIDIA CORPNVDA2.926.534 $+73.303 $2.853.231 $+443.352 $2.409.879 $+777.456 $1.632.423 $+1.632.423 $
GENERAL DYNAMICS CORPGD2.472.677 $-141.323 $2.614.000 $+360.966 $2.253.034 $+138.807 $2.114.227 $+2.114.227 $
3M COMMM1.132.877 $-390.338 $1.523.215 $-421.549 $1.944.764 $-619.083 $2.563.847 $+2.563.847 $
MICROSOFT CORPMSFT1.995.253 $-10.201 $2.005.454 $+141.085 $1.864.369 $+513.416 $1.350.953 $+1.350.953 $
ALPHA PRO TECH LTDAPT1.926.111 $+285.366 $1.640.745 $+535.250 $1.105.495 $+299.179 $806.316 $+806.316 $
PEPSICO INCPEP1.741.202 $+32.840 $1.708.362 $+117.400 $1.590.962 $-205.293 $1.796.255 $+1.796.255 $
AbbVie Inc.ABBV1.657.358 $-58.904 $1.716.262 $+344.988 $1.371.274 $-180.646 $1.551.920 $+1.551.920 $
JONES LANG LASALLE INCJLL1.324.345 $-274.734 $1.599.079 $+108.393 $1.490.686 $-106.746 $1.597.432 $+1.597.432 $
BlackRock, Inc.BLK1.473.609 $+798.157 $675.452 $+55.707 $619.745 $+244.229 $375.516 $+375.516 $
RTX CorpRTX1.216.929 $-95.792 $1.312.721 $+223.023 $1.089.698 $+15.130 $1.074.568 $+1.074.568 $
VERIZON COMMUNICATIONS INCVZ1.226.386 $-82.354 $1.308.740 $+29.245 $1.279.495 $-23.927 $1.303.422 $+1.303.422 $
ALLIANT ENERGY CORPLNT1.112.453 $-76.050 $1.188.503 $+130.066 $1.058.437 $-1.882 $1.060.319 $+1.060.319 $
SCOTTS MIRACLE-GRO COSMG583.425 $-249.178 $832.603 $-192.559 $1.025.162 $+74.654 $950.508 $+950.508 $
NEXTERA ENERGY INCNEE1.016.386 $+64.023 $952.363 $+80.202 $872.161 $-20.330 $892.491 $+892.491 $
AMERICAN EXPRESS COAXP1.008.388 $+75.893 $932.495 $+29.611 $902.884 $+130.694 $772.190 $+772.190 $
PROCTER & GAMBLE CoPG725.358 $-125.695 $851.053 $-81.304 $932.357 $+211.414 $720.943 $+720.943 $
CONOCOPHILLIPSCOP724.746 $-11.952 $736.698 $+28.490 $708.208 $-175.363 $883.571 $+883.571 $
WILLIAMS SONOMA INCWSM244.276 $-234.449 $478.725 $-86.700 $565.425 $-316.539 $881.964 $+881.964 $
MCKESSON CORPMCK857.006 $+571 $856.435 $+44.853 $811.582 $+65.675 $745.907 $+745.907 $
Bank of New York Mellon CorpBK802.621 $-13.529 $816.150 $+79.960 $736.190 $+90.960 $645.230 $+645.230 $
GOLDMAN SACHS GROUP INCGS520.277 $-255.966 $776.243 $-22.772 $799.015 $+93.316 $705.699 $+705.699 $
WEST BANCORPORATION INCWTBA797.038 $+75.747 $721.291 $+33.646 $687.645 $-2.295 $689.940 $+689.940 $
JPMORGAN CHASE & COJPM778.385 $+13.130 $765.255 $+8.968 $756.287 $+76.652 $679.635 $+679.635 $
CATERPILLAR INCCAT724.318 $+69.459 $654.859 $+127.428 $527.431 $+78.883 $448.548 $+448.548 $
Phillips 66PSX566.901 $-154.389 $721.290 $+85.601 $635.689 $-35.865 $671.554 $+671.554 $
EXXON MOBIL CORPXOM713.165 $+47.828 $665.337 $+30.803 $634.534 $-72.307 $706.841 $+706.841 $
INTEL CORPINTC675.870 $+35.017 $640.853 $+191.091 $449.762 $-48.768 $498.530 $+498.530 $
ATI INCATI644.147 $+187.586 $456.561 $-28.065 $484.626 $+189.928 $294.698 $+294.698 $
GENERAL ELECTRIC COGE630.098 $+15.466 $614.632 $+89.453 $525.179 $+124.940 $400.239 $+400.239 $
Walmart Inc.WMT627.068 $+46.997 $580.071 $+91.384 $488.687 $+50.493 $438.194 $+438.194 $
AMAZON COM INCAMZN478.951 $-119.377 $598.328 $+21.771 $576.557 $+190.139 $386.418 $+386.418 $
Paramount Skydance CorpPSKY291.480 $-290.946 $582.426 $+582.426 $
CUMMINS INCCMI296.820 $-81.114 $377.934 $+27.939 $349.995 $-148.849 $498.844 $+498.844 $
ALBEMARLE CORPALB474.221 $+179.930 $294.291 $+57.447 $236.844 $-43.868 $280.712 $+280.712 $
NETFLIX INCNFLX8.438 $-286.496 $294.934 $-89.396 $384.330 $-66.082 $450.412 $+450.412 $
CHEVRON CORPCVX388.959 $-4.356 $393.315 $+33.532 $359.783 $-47.688 $407.471 $+407.471 $
CVS HEALTH CorpCVS366.785 $-34.513 $401.298 $+21.465 $379.833 $-4.203 $384.036 $+384.036 $
KROGER COKR242.322 $-76.395 $318.717 $-47.336 $366.053 $+8.242 $357.811 $+357.811 $
CITIGROUP INCC336.889 $+114.339 $222.550 $+6.541 $216.009 $+1.487 $214.522 $+214.522 $
MERCADOLIBRE INCMELI0 $-289.781 $289.781 $-34.309 $324.090 $+82.182 $241.908 $+241.908 $
FEDEX CORPFDX250.937 $-46.226 $297.163 $+12.426 $284.737 $-21.692 $306.429 $+306.429 $
LOCKHEED MARTIN CORPLMT263.861 $-41.943 $305.804 $+19.723 $286.081 $+286.081 $
JOHNSON & JOHNSONJNJ279.952 $+32.703 $247.249 $+247.249 $
MORGAN STANLEYMS278.581 $+278.581 $
FISERV INCFISV70.797 $-176.533 $247.330 $+247.330 $
PFIZER INCPFE231.605 $-1.640 $233.245 $+16.400 $216.845 $+216.845 $
COCA COLA COKO228.909 $+14.340 $214.569 $-12.849 $227.418 $+21.163 $206.255 $+206.255 $
CSX CORPCSX192.867 $-28.292 $221.159 $+18.303 $202.856 $+202.856 $
UNITEDHEALTH GROUP INCUNH162.222 $-55.708 $217.930 $+217.930 $
UNITED PARCEL SERVICE INCUPS199.530 $+199.530 $
BOEING COBA155.023 $+155.023 $
MCDONALDS CORPMCD144.613 $+144.613 $
RIO TINTO PLCRIO126.096 $+126.096 $
Mastercard IncMA106.383 $+106.383 $
COLGATE PALMOLIVE COCL93.578 $+93.578 $
AMGEN INCAMGN87.973 $+87.973 $
EMERSON ELECTRIC COEMR83.605 $+83.605 $
FREEPORT-MCMORAN INCFCX82.618 $+82.618 $
ISHARES GOLD TRUSTIAU79.546 $+79.546 $
TARGET CORPTGT77.757 $+77.757 $
Eaton Corp plcETN67.312 $+67.312 $
Duke Energy CORPDUK66.634 $+66.634 $
MICRON TECHNOLOGY INCMU65.997 $+65.997 $
AT&T INC.T63.284 $+63.284 $
STARBUCKS CORPSBUX62.199 $+62.199 $
Booking Holdings Inc.BKNG61.586 $+61.586 $
ELI LILLY & CoLLY61.501 $+61.501 $
SPS COMMERCE INCSPSC59.446 $+59.446 $
PEABODY ENERGY CORPBTU56.501 $+56.501 $
LAM RESEARCH CORPLRCX55.619 $+55.619 $
DIAGEO PLCDEO54.610 $+54.610 $
Otis Worldwide CorpOTIS52.552 $+52.552 $
OSHKOSH CORPOSK51.356 $+51.356 $
FORD MOTOR COF46.167 $+46.167 $
NICOLET BANKSHARES INCNIC45.697 $+45.697 $
YUM BRANDS INCYUM44.699 $+44.699 $
CARDINAL HEALTH INCCAH44.309 $+44.309 $
nVent Electric plcNVT40.163 $+40.163 $
DOLLAR GENERAL CORPDG39.404 $+39.404 $
HALLIBURTON COHAL37.248 $+37.248 $
LINDE PLCLIN35.976 $+35.976 $
Walt Disney CoDIS35.802 $+35.802 $
CINTAS CORPCTAS33.693 $+33.693 $
Amrize LtdAMRZ33.367 $+33.367 $
KLA CORPKLAC31.951 $+31.951 $
Medtronic plcMDT31.922 $+31.922 $
ADVANCED MICRO DEVICES INCAMD29.768 $+29.768 $
PALATIN TECHNOLOGIES INCPTNT28.795 $+28.795 $
BROWN & BROWN, INC.BRO26.540 $+26.540 $
MOLSON COORS BEVERAGE COTAP26.160 $+26.160 $
ORACLE CORPORCL25.946 $+25.946 $
UNITED FIRE GROUP INCUFCS25.764 $+25.764 $
CONSOLIDATED EDISON INCED25.683 $+25.683 $
Alcoa CorpAA24.908 $+24.908 $
MANULIFE FINANCIAL CORPMFC24.815 $+24.815 $
COMCAST CORPCMCSA24.414 $+24.414 $
Accenture plcACN24.175 $+24.175 $
TransUnionTRU23.812 $+23.812 $
WESTERN DIGITAL CORPWDC23.327 $+23.327 $
ASTRAZENECA PLCAZN23.074 $+23.074 $
TEXTRON INCTXT22.255 $+22.255 $
SOUTHERN COSO22.164 $+22.164 $
NASDAQ, INC.NDAQ21.658 $+21.658 $
XCEL ENERGY INCXEL21.470 $+21.470 $
SYSCO CORPSYY20.539 $+20.539 $
AMDOCS LTDDOX19.896 $+19.896 $
WEYERHAEUSER COWY19.733 $+19.733 $
VAIL RESORTS INCMTN18.667 $+18.667 $
WINTRUST FINANCIAL CORPWTFC18.596 $+18.596 $
Archer-Daniels-Midland CoADM18.199 $+18.199 $
BHP Group LtdBHP17.996 $+17.996 $
EXELON CORPEXC17.683 $+17.683 $
METLIFE INCMET17.143 $+17.143 $
Peakstone Realty TrustPKST16.011 $+16.011 $
ROPER TECHNOLOGIES INCROP15.762 $+15.762 $
STRYKER CORPSYK15.471 $+15.471 $
Fox CorpFOXA14.614 $+14.614 $
ADVANCE AUTO PARTS INCAAP13.990 $+13.990 $
NATIONAL GRID PLCNGG13.845 $+13.845 $
NATIONAL FUEL GAS CONFG12.569 $+12.569 $
CENTENE CORPCNC12.509 $+12.509 $
CDW CorpCDW12.030 $+12.030 $
MAGNA INTERNATIONAL INCMGA11.981 $+11.981 $
Allegion plcALLE11.941 $+11.941 $
NOVARTIS AGNVS11.581 $+11.581 $
STERIS plcSTE11.418 $+11.418 $
Constellation Energy CorpCEG11.312 $+11.312 $
GRIFFON CORPGFF11.104 $+11.104 $
AMEREN CORPAEE11.084 $+11.084 $
Net Lease Office PropertiesNLOP11.051 $+11.051 $
CARNIVAL CORPCCL10.921 $+10.921 $
ATMOS ENERGY CORPATO10.895 $+10.895 $
AFLAC INCAFL10.859 $+10.859 $
PRICE T ROWE GROUP INCTROW10.306 $+10.306 $
GARMIN LTDGRMN10.223 $+10.223 $
Sony Group CorpSONY9.472 $+9.472 $
FIFTH THIRD BANCORPFITB8.940 $+8.940 $
SAP SESAP8.633 $+8.633 $
STIFEL FINANCIAL CORPSF8.572 $+8.572 $
Sandisk CorpSNDK8.545 $+8.545 $
WYNN RESORTS LTDWYNN7.941 $+7.941 $
HERSHEY COHSY7.664 $+7.664 $
UNILEVER PLCUL7.128 $+7.128 $
Vipshop Holdings LtdVIPS6.987 $+6.987 $
Ameris BancorpABCB6.469 $+6.469 $
ASML HOLDING NVASML6.419 $+6.419 $
SanofiSNY6.127 $+6.127 $
Kraft Heinz CoKHC6.100 $+6.100 $
PIPER SANDLER COMPANIESPIPR5.908 $+5.908 $
PENTAIR plcPNR5.831 $+5.831 $
Sunoco LPSUN5.596 $+5.596 $
HP INCHPQ5.133 $+5.133 $
Magnolia Oil & Gas CorpMGY4.700 $+4.700 $
BALCHEM CORPBCPC4.497 $+4.497 $
BECTON DICKINSON & COBDX4.382 $+4.382 $
DELTA AIR LINES, INC.DAL4.302 $+4.302 $
UFP INDUSTRIES INCUFPI4.295 $+4.295 $
BARCLAYS PLCBCS4.173 $+4.173 $
BOSTON SCIENTIFIC CORPBSX4.100 $+4.100 $
CHIPOTLE MEXICAN GRILL INCCMG3.700 $+3.700 $
PHOTRONICS INCPLAB3.520 $+3.520 $
BLACKBERRY LtdBB3.411 $+3.411 $
INTUITIVE SURGICAL INCISRG3.398 $+3.398 $
BP PLCBP3.090 $+3.090 $
DECKERS OUTDOOR CORPDECK2.695 $+2.695 $
UBS Group AGUBS2.614 $+2.614 $
IDACORP INCIDA2.531 $+2.531 $
FORWARD AIR CORPFWRD2.500 $+2.500 $
Hewlett Packard Enterprise CoHPE2.465 $+2.465 $
ANALOG DEVICES INCADI1.939 $+1.939 $
COGNEX CORPCGNX1.799 $+1.799 $
NEWS CORPNWSA1.605 $+1.605 $
TELEDYNE TECHNOLOGIES INCTDY1.532 $+1.532 $
Strategy IncMSTR1.519 $+1.519 $
WELLTOWER INC.WELL1.510 $+1.510 $
Palo Alto Networks IncPANW1.473 $+1.473 $
Klarna Group plcKLAR1.445 $+1.445 $
TransDigm Group INCTDG1.422 $+1.422 $
SYNOPSYS INCSNPS1.409 $+1.409 $
SHERWIN WILLIAMS COSHW1.307 $+1.307 $
Monster Beverage CorpMNST1.303 $+1.303 $
SCHWAB CHARLES CORPSCHW1.213 $+1.213 $
WOODSIDE ENERGY GROUP LTDWDS1.116 $+1.116 $
ALLSTATE CORPALL1.061 $+1.061 $
LOEWS CORPL1.055 $+1.055 $
V F CORPVFC743 $+743 $
COMPASS Pathways plcCMPS690 $+690 $
Edwards Lifesciences CorpEW682 $+682 $
DEXCOM INCDXCM597 $+597 $
INSULET CORPPODD568 $+568 $
MCCORMICK & CO INCMKC488 $+488 $
1 800 FLOWERS COM INCFLWS432 $+432 $
SBA COMMUNICATIONS CORPSBAC395 $+395 $
Viatris IncVTRS130 $+130 $
Veralto CorpVLTO100 $+100 $
NOKIA CORPNOK12 $+12 $
162.484.270 $+21.709.438 $140.309.572 $+11.690.761 $128.618.811 $+2.013.970 $127.070.101 $+127.070.101 $
Erweiterte Einstellungen ×