Investments: KERR FINANCIAL PLANNING Corp

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
62.002.491 $-768.087 $62.992.187 $+62.992.187 $
BANK OF AMERICA CORP /DE/BAC36.929.079 $+132.809 $36.796.270 $+36.796.270 $
APPFOLIO INCAPPF4.012.133 $+82.453 $3.929.680 $+3.929.680 $
NVIDIA CORPNVDA3.680.938 $-258.183 $3.939.121 $+3.939.121 $
AMAZON COM INCAMZN2.673.583 $-29.039 $2.702.622 $+2.702.622 $
PALATIN TECHNOLOGIES INCPTNT1.498.999 $-496.901 $1.995.900 $+1.995.900 $
ALPHA PRO TECH LTDAPT1.241.133 $+258.206 $982.927 $+982.927 $
ADVANCED MICRO DEVICES INCAMD943.214 $-241.182 $1.184.396 $+1.184.396 $
MICROSOFT CORPMSFT871.784 $-258.887 $1.130.671 $+1.130.671 $
RAMBUS INCRMBS786.573 $+44.758 $741.815 $+741.815 $
BlackRock, Inc.BLK541.508 $-223.437 $764.945 $+764.945 $
JPMORGAN CHASE & COJPM740.627 $+15.042 $725.585 $+725.585 $
EXXON MOBIL CORPXOM521.577 $+144.363 $377.214 $+377.214 $
AFLAC INCAFL433.059 $+17.964 $415.095 $+415.095 $
BERKSHIRE HATHAWAY INCBRK-B414.026 $+7.803 $406.223 $+406.223 $
SEMPRASRE378.126 $-21.553 $399.679 $+399.679 $
Vertiv Holdings CoVRT355.106 $+12.202 $342.904 $+342.904 $
ORACLE CORPORCL271.024 $-81.222 $352.246 $+352.246 $
AUTOZONE INCAZO291.956 $-53.279 $345.235 $+345.235 $
AMGEN INCAMGN334.780 $+18.784 $315.996 $+315.996 $
MICRON TECHNOLOGY INCMU269.969 $+87.196 $182.773 $+182.773 $
CITIGROUP INCC236.748 $-10.085 $246.833 $+246.833 $
AbbVie Inc.ABBV197.252 $-14.815 $212.067 $+212.067 $
CHEVRON CORPCVX201.661 $+51.856 $149.805 $+149.805 $
AXCELIS TECHNOLOGIES INCACLS194.861 $-3.722 $198.583 $+198.583 $
GENERAL ELECTRIC COGE184.718 $+2.361 $182.357 $+182.357 $
JOHNSON & JOHNSONJNJ159.433 $+26.415 $133.018 $+133.018 $
MORGAN STANLEYMS150.184 $+38.102 $112.082 $+112.082 $
HUNTINGTON NATIONAL BANK0 $-148.193 $148.193 $+148.193 $
ELI LILLY & CoLLY143.887 $-3.284 $147.171 $+147.171 $
BP PLCBP107.990 $-31.261 $139.251 $+139.251 $
INTEL CORPINTC131.578 $+24.090 $107.488 $+107.488 $
CATERPILLAR INCCAT131.109 $+23.485 $107.624 $+107.624 $
ISHARES GOLD TRUSTIAU127.827 $+20.196 $107.631 $+107.631 $
AMERICAN EXPRESS COAXP121.946 $+147 $121.799 $+121.799 $
Comprehensive Financial Planning, Inc./PA120.250 $+10.250 $110.000 $+110.000 $
UNITEDHEALTH GROUP INCUNH89.987 $-22.206 $112.193 $+112.193 $
AT&T INC.T79.553 $-31.112 $110.665 $+110.665 $
LAM RESEARCH CORPLRCX110.420 $+32.294 $78.126 $+78.126 $
PEPSICO INCPEP107.336 $+12.989 $94.347 $+94.347 $
CSX CORPCSX100.843 $+13.317 $87.526 $+87.526 $
SCHWAB CHARLES CORPSCHW68.126 $-17.945 $86.071 $+86.071 $
NEXTERA ENERGY INCNEE83.667 $+3.877 $79.790 $+79.790 $
NETFLIX INCNFLX50.285 $-23.166 $73.451 $+73.451 $
Grayscale Bitcoin Mini Trust ETFBTC58.619 $-13.581 $72.200 $+72.200 $
ARES CAPITAL CORPARCC65.636 $-2.277 $67.913 $+67.913 $
CHIPOTLE MEXICAN GRILL INCCMG64.885 $+12.935 $51.950 $+51.950 $
Palo Alto Networks IncPANW41.464 $-22.851 $64.315 $+64.315 $
MCDONALDS CORPMCD60.112 $+3.327 $56.785 $+56.785 $
STARBUCKS CORPSBUX59.688 $+7.187 $52.501 $+52.501 $
Phillips 66PSX53.480 $+3.048 $50.432 $+50.432 $
LOCKHEED MARTIN CORPLMT52.508 $+12.454 $40.054 $+40.054 $
PennyMac Mortgage Investment TrustPMT17.809 $-33.923 $51.732 $+51.732 $
DOLLAR GENERAL CORPDG50.794 $+50.794 $
Monster Beverage CorpMNST47.946 $+3.192 $44.754 $+44.754 $
TARGET CORPTGT44.504 $+44.504 $
Trane Technologies plcTT44.409 $+2.076 $42.333 $+42.333 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.43.924 $+43.924 $
PFIZER INCPFE43.754 $+2.750 $41.004 $+41.004 $
PG&E CorpPCG41.541 $-874 $42.415 $+42.415 $
NICOLET BANKSHARES INCNIC8.489 $-33.370 $41.859 $+41.859 $
Walmart Inc.WMT41.769 $+28.533 $13.236 $+13.236 $
Walt Disney CoDIS41.049 $+31.574 $9.475 $+9.475 $
INTUITIVE SURGICAL INCISRG33.424 $-7.510 $40.934 $+40.934 $
VERIZON COMMUNICATIONS INCVZ37.724 $+25.592 $12.132 $+12.132 $
COLGATE PALMOLIVE COCL33.507 $-2.479 $35.986 $+35.986 $
EPR PROPERTIESEPR35.294 $+3.625 $31.669 $+31.669 $
FORD MOTOR COF33.734 $+2.052 $31.682 $+31.682 $
CONOCOPHILLIPSCOP33.726 $+5.250 $28.476 $+28.476 $
DEERE & CODE33.602 $+10.250 $23.352 $+23.352 $
PAYCHEX INCPAYX28.665 $-3.566 $32.231 $+32.231 $
SYNOPSYS INCSNPS31.841 $+1.226 $30.615 $+30.615 $
COCA COLA COKO31.457 $+373 $31.084 $+31.084 $
AeroVironment IncAVAV23.963 $-5.046 $29.009 $+29.009 $
LINDE PLCLIN28.075 $+2.382 $25.693 $+25.693 $
Duke Energy CORPDUK27.320 $-75 $27.395 $+27.395 $
RTX CorpRTX26.809 $+2.996 $23.813 $+23.813 $
Zoetis Inc.ZTS25.862 $+747 $25.115 $+25.115 $
Booking Holdings Inc.BKNG22.487 $-3.050 $25.537 $+25.537 $
Peakstone Realty TrustPKST24.874 $+8.168 $16.706 $+16.706 $
GENERAL DYNAMICS CORPGD22.587 $-2.185 $24.772 $+24.772 $
EQUINIX INCEQIX23.896 $+128 $23.768 $+23.768 $
SPS COMMERCE INCSPSC23.560 $+3.704 $19.856 $+19.856 $
FAIR ISAAC CORPFICO17.623 $-5.152 $22.775 $+22.775 $
Accenture plcACN19.273 $-3.169 $22.442 $+22.442 $
NASDAQ, INC.NDAQ20.252 $-1.904 $22.156 $+22.156 $
ANALOG DEVICES INCADI22.109 $+6.303 $15.806 $+15.806 $
ASTRAZENECA PLCAZN20.664 $-1.256 $21.920 $+21.920 $
Unum GroupUNM21.169 $-36 $21.205 $+21.205 $
TechnipFMC plcFTI20.717 $+4.640 $16.077 $+16.077 $
FREEPORT-MCMORAN INCFCX18.993 $+6.275 $12.718 $+12.718 $
FEDEX CORPFDX17.632 $+4.688 $12.944 $+12.944 $
ASSOCIATED BANC-CORPASB17.258 $+17.258 $
GOLDMAN SACHS GROUP INCGS17.226 $+2.060 $15.166 $+15.166 $
TYLER TECHNOLOGIES INCTYL12.744 $-4.436 $17.180 $+17.180 $
MICROCHIP TECHNOLOGY INCMCHP15.693 $+3.566 $12.127 $+12.127 $
SBA COMMUNICATIONS CORPSBAC14.467 $-1.170 $15.637 $+15.637 $
AES CORPAES15.208 $+8.493 $6.715 $+6.715 $
Knife River CorpKNF14.625 $+1.370 $13.255 $+13.255 $
EQUITABLE TRUST CO14.242 $+14.242 $
POOL CORPPOOL14.179 $+872 $13.307 $+13.307 $
CARMAX INCKMX13.768 $+3.709 $10.059 $+10.059 $
Sunoco LPSUN13.645 $+950 $12.695 $+12.695 $
MCKESSON CORPMCK13.611 $+1.688 $11.923 $+11.923 $
PROCTER & GAMBLE CoPG12.485 $-965 $13.450 $+13.450 $
Sony Group CorpSONY1.919 $-11.234 $13.153 $+13.153 $
BOEING COBA12.883 $+2.424 $10.459 $+10.459 $
FIRSTENERGY CORPFE12.700 $+280 $12.420 $+12.420 $
Fox CorpFOXA11.848 $+10 $11.838 $+11.838 $
ANTERO RESOURCES CorpAR11.838 $+11.838 $
TransUnionTRU10.152 $-1.584 $11.736 $+11.736 $
Medtronic plcMDT10.179 $-1.264 $11.443 $+11.443 $
Kraft Heinz CoKHC10.516 $+35 $10.481 $+10.481 $
MAGNA INTERNATIONAL INCMGA10.491 $+10.491 $
BioNTech SEBNTX10.350 $+10.350 $
QUEST DIAGNOSTICS INCDGX10.170 $+257 $9.913 $+9.913 $
Shell plcSHEL7.239 $-2.913 $10.152 $+10.152 $
INSULET CORPPODD7.073 $-2.582 $9.655 $+9.655 $
ALBEMARLE CORPALB9.213 $+2.003 $7.210 $+7.210 $
Antero Midstream CorpAM8.505 $+8.505 $
YUM BRANDS INCYUM8.345 $+693 $7.652 $+7.652 $
PEGASYSTEMS INCPEGA7.710 $+7.710 $
CVS HEALTH CorpCVS7.288 $-261 $7.549 $+7.549 $
SanofiSNY6.723 $-666 $7.389 $+7.389 $
Constellation Energy CorpCEG5.197 $-1.993 $7.190 $+7.190 $
METLIFE INCMET6.988 $-58 $7.046 $+7.046 $
Parker-Hannifin CorpPH6.670 $+6.670 $
EXELON CORPEXC5.987 $-355 $6.342 $+6.342 $
ASML HOLDING NVASML6.132 $+6.132 $
CAMECO CORPCCJ5.837 $+5.837 $
ALCON INCALC5.556 $+5.556 $
Brookfield Business CorpBBUC5.408 $+5.408 $
GSK plcGSK5.024 $+5.024 $
ARBOR REALTY TRUST INCABR4.630 $-276 $4.906 $+4.906 $
IREN LtdIREN4.798 $+887 $3.911 $+3.911 $
SAP SESAP4.087 $+4.087 $
HUMANA INCHUM3.292 $-738 $4.030 $+4.030 $
DEXCOM INCDXCM3.509 $+566 $2.943 $+2.943 $
NOVARTIS AGNVS1.081 $-2.378 $3.459 $+3.459 $
ENERGY FUELS INCUUUU3.419 $+3.419 $
DYNEX CAPITAL INCDX3.195 $+201 $2.994 $+2.994 $
CARNIVAL CORPCCL3.143 $+550 $2.593 $+2.593 $
CENTENE CORPCNC3.002 $+3.002 $
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY2.912 $-63 $2.975 $+2.975 $
Eaton Corp plcETN2.782 $+2.782 $
BullishBLSH1.889 $-889 $2.778 $+2.778 $
RNC CAPITAL MANAGEMENT LLC2.610 $+68 $2.542 $+2.542 $
Haleon plcHLN2.550 $+2.550 $
TotalEnergies SETTE2.297 $+2.297 $
RELX PLCRELX2.202 $+2.202 $
MERCADOLIBRE INCMELI2.068 $+2.068 $
NOKIA CORPNOK2.060 $+34 $2.026 $+2.026 $
UNILEVER PLCUL2.018 $+2.018 $
QuantumScape CorpQS1.143 $-785 $1.928 $+1.928 $
NATIONAL GRID PLCNGG1.793 $+1.793 $
Clearstead Advisors, LLC1.760 $+1.760 $
OSHKOSH CORPOSK1.725 $+1.725 $
NBC SECURITIES, INC.1.639 $+1.639 $
STRYKER CORPSYK1.443 $+1.443 $
SHERWIN WILLIAMS COSHW1.329 $+1.329 $
NATIONAL BANK OF CANADA /FI/1.314 $+1.314 $
GLADSTONE CAPITAL CORPGLAD1.013 $+34 $979 $+979 $
FMC CORPFMC912 $+912 $
UNITED PARCEL SERVICE INCUPS665 $+665 $
Rocket Lab CorpRKLB651 $+651 $
BLACKBERRY LtdBB336 $-88 $424 $+424 $
Galaxy Digital Inc.GLXY243 $-133 $376 $+376 $
VSE CORPVSEC342 $+342 $
Nebius Group N.V.NBIS302 $+125 $177 $+177 $
CREATIVE FINANCIAL DESIGNS INC /ADV237 $+237 $
ESSEX INVESTMENT MANAGEMENT CO LLC208 $+208 $
Strategy IncMSTR110 $-88 $198 $+198 $
AECOMACM133 $+133 $
PLUG POWER INCPLUG92 $+92 $
KERR FINANCIAL PLANNING Corp0 $-3 $3 $+3 $
Organon & Co.OGN0 $+0 $0 $+0 $
62.002.491 $-768.087 $62.992.187 $+62.992.187 $
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