Investments: WENDELL DAVID ASSOCIATES INC

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. ($)
984.322 $-29.043 $1.013.007 $+18.704 $994.303 $-6.603 $1.002.240 $+1.002.240 $
BANK OF AMERICA CORP /DE/BAC366.882 $-24.912 $391.794 $+6.551 $385.243 $+7.197 $378.046 $+378.046 $
APPFOLIO INCAPPF70.224 $+2.563 $67.661 $+12.148 $55.513 $-9.494 $65.007 $+65.007 $
MICROSOFT CORPMSFT64.311 $-4.884 $69.195 $+2.643 $66.552 $+15.861 $50.691 $+50.691 $
Mastercard IncMA63.008 $-2.486 $65.494 $+864 $64.630 $+96 $64.534 $+64.534 $
ELI LILLY & CoLLY46.822 $+14.662 $32.160 $-311 $32.471 $-2.981 $35.452 $+35.452 $
STRYKER CORPSYK39.298 $-2.823 $42.121 $-2.824 $44.945 $+1.607 $43.338 $+43.338 $
ALPHA PRO TECH LTDAPT37.062 $+7.520 $29.542 $+8.248 $21.294 $+2.791 $18.503 $+18.503 $
FISERV INCFISV3.675 $-10.950 $14.625 $-8.220 $22.845 $-6.772 $29.617 $+29.617 $
MCDONALDS CORPMCD22.226 $-326 $22.552 $+858 $21.694 $-1.634 $23.328 $+23.328 $
AbbVie Inc.ABBV22.008 $-1.089 $23.097 $+4.579 $18.518 $-2.826 $21.344 $+21.344 $
JOHNSON & JOHNSONJNJ20.799 $+1.560 $19.239 $+3.379 $15.860 $-1.609 $17.469 $+17.469 $
NEXTERA ENERGY INCNEE20.122 $+1.316 $18.806 $+1.572 $17.234 $-735 $17.969 $+17.969 $
WATSCO INCWSO10.577 $-2.394 $12.971 $-1.193 $14.164 $-2.147 $16.311 $+16.311 $
PROCTER & GAMBLE CoPG12.840 $-1.352 $14.192 $-524 $14.716 $-1.020 $15.736 $+15.736 $
MCCORMICK & CO INCMKC9.684 $-661 $10.345 $-1.699 $12.044 $-1.597 $13.641 $+13.641 $
COCA COLA COKO11.826 $+360 $11.466 $-773 $12.239 $-362 $12.601 $+12.601 $
PEPSICO INCPEP10.612 $+6 $10.606 $+302 $10.304 $-1.894 $12.198 $+12.198 $
FACTSET RESEARCH SYSTEMS INCFDS5.666 $-1.210 $6.876 $-4.072 $10.948 $-767 $11.715 $+11.715 $
EXXON MOBIL CORPXOM11.132 $+532 $10.600 $+465 $10.135 $-1.522 $11.657 $+11.657 $
NICOLET BANKSHARES INCNIC7.858 $-1.413 $9.271 $-532 $9.803 $+351 $9.452 $+9.452 $
AMAZON COM INCAMZN9.335 $+768 $8.567 $+7 $8.560 $+914 $7.646 $+7.646 $
Walmart Inc.WMT8.643 $+29 $8.614 $+421 $8.193 $+354 $7.839 $+7.839 $
Accenture plcACN4.673 $-617 $5.290 $-2.953 $8.243 $-370 $8.613 $+8.613 $
BERKSHIRE HATHAWAY INCBRK-B7.963 $-10 $7.973 $+305 $7.668 $-480 $8.148 $+8.148 $
SHERWIN WILLIAMS COSHW7.311 $-766 $8.077 $+126 $7.951 $-135 $8.086 $+8.086 $
RTX CorpRTX7.984 $+475 $7.509 $+917 $6.592 $+612 $5.980 $+5.980 $
COLGATE PALMOLIVE COCL5.854 $-345 $6.199 $-871 $7.070 $-334 $7.404 $+7.404 $
SYSCO CORPSYY4.466 $-530 $4.996 $+399 $4.597 $+25 $4.572 $+4.572 $
PAYCHEX INCPAYX3.059 $-398 $3.457 $-515 $3.972 $-705 $4.677 $+4.677 $
BROWN FORMAN CORPBF-A836 $-190 $1.026 $-1.696 $2.722 $-1.753 $4.475 $+4.475 $
EMERSON ELECTRIC COEMR4.427 $+51 $4.376 $-71 $4.447 $+808 $3.639 $+3.639 $
DEERE & CODE3.203 $-201 $3.404 $-636 $4.040 $+1.005 $3.035 $+3.035 $
INTUITIVE SURGICAL INCISRG2.922 $-332 $3.254 $-699 $3.953 $+350 $3.603 $+3.603 $
FASTENAL COFAST2.962 $-883 $3.845 $+552 $3.293 $+253 $3.040 $+3.040 $
ANALOG DEVICES INCADI3.693 $+291 $3.402 $+106 $3.296 $+504 $2.792 $+2.792 $
LOCKHEED MARTIN CORPLMT3.406 $-253 $3.659 $+265 $3.394 $+101 $3.293 $+3.293 $
AMGEN INCAMGN3.544 $+478 $3.066 $+33 $3.033 $-358 $3.391 $+3.391 $
EQUINIX INCEQIX3.178 $-184 $3.362 $-119 $3.481 $-51 $3.532 $+3.532 $
BECTON DICKINSON & COBDX2.543 $+54 $2.489 $+138 $2.351 $-884 $3.235 $+3.235 $
BALCHEM CORPBCPC2.468 $-102 $2.570 $-157 $2.727 $-116 $2.843 $+2.843 $
NVIDIA CORPNVDA2.498 $-91 $2.589 $+327 $2.262 $+637 $1.625 $+1.625 $
SYNOPSYS INCSNPS2.242 $+940 $1.302 $+542 $760 $+281 $479 $+479 $
HEICO CORPHEI2.134 $+441 $1.693 $-22 $1.715 $+314 $1.401 $+1.401 $
BlackRock, Inc.BLK1.955 $-42 $1.997 $+57 $1.940 $-3 $1.943 $+1.943 $
VERIZON COMMUNICATIONS INCVZ1.567 $-124 $1.691 $+22 $1.669 $-128 $1.797 $+1.797 $
PFIZER INCPFE1.510 $+40 $1.470 $+87 $1.383 $-108 $1.491 $+1.491 $
CONOCOPHILLIPSCOP1.216 $-13 $1.229 $+59 $1.170 $-189 $1.359 $+1.359 $
3M COMMM1.353 $+28 $1.325 $+25 $1.300 $+46 $1.254 $+1.254 $
STARBUCKS CORPSBUX1.014 $-63 $1.077 $-98 $1.175 $-157 $1.332 $+1.332 $
CHEVRON CORPCVX1.199 $-23 $1.222 $+109 $1.113 $-187 $1.300 $+1.300 $
Edwards Lifesciences CorpEW777 $-49 $826 $-5 $831 $-466 $1.297 $+1.297 $
JPMORGAN CHASE & COJPM1.289 $+27 $1.262 $+102 $1.160 $+179 $981 $+981 $
Veralto CorpVLTO1.155 $-96 $1.251 $+63 $1.188 $+31 $1.157 $+1.157 $
ORACLE CORPORCL757 $-484 $1.241 $+277 $964 $+347 $617 $+617 $
HERSHEY COHSY977 $-27 $1.004 $+142 $862 $-27 $889 $+889 $
Zoetis Inc.ZTS600 $-144 $744 $-156 $900 $-84 $984 $+984 $
Walt Disney CoDIS920 $+26 $894 $-75 $969 $+191 $778 $+778 $
CATERPILLAR INCCAT827 $+138 $689 $+129 $560 $+84 $476 $+476 $
HP INCHPQ617 $-137 $754 $+76 $678 $-89 $767 $+767 $
CITIGROUP INCC638 $-30 $668 $-98 $766 $+153 $613 $+613 $
GENERAL ELECTRIC COGE702 $-38 $740 $+100 $640 $+142 $498 $+498 $
Palo Alto Networks IncPANW629 $-82 $711 $-25 $736 $+108 $628 $+628 $
WILLIAMS SONOMA INCWSM625 $-59 $684 $+112 $572 $+19 $553 $+553 $
FLOWERS FOODS INCFLO219 $-69 $288 $-244 $532 $-101 $633 $+633 $
AT&T INC.T546 $-75 $621 $-11 $632 $+14 $618 $+618 $
BAHL & GAYNOR INC518 $-34 $552 $+19 $533 $-97 $630 $+630 $
ASSOCIATED BANC-CORPASB624 $+118 $506 $+13 $493 $-5 $498 $+498 $
RBC Bearings INCRBC578 $+75 $503 $+7 $496 $+81 $415 $+415 $
Otis Worldwide CorpOTIS352 $-126 $478 $-61 $539 $-28 $567 $+567 $
DARDEN RESTAURANTS INCDRI460 $-16 $476 $-69 $545 $+26 $519 $+519 $
LINDE PLCLIN459 $-52 $511 $+6 $505 $-5 $510 $+510 $
CSX CORPCSX485 $+10 $475 $+39 $436 $+39 $397 $+397 $
Duke Energy CORPDUK444 $-35 $479 $+22 $457 $-7 $464 $+464 $
Hewlett Packard Enterprise CoHPE461 $-11 $472 $+79 $393 $+97 $296 $+296 $
GENUINE PARTS COGPC406 $-52 $458 $+57 $401 $+13 $388 $+388 $
CINTAS CORPCTAS403 $-16 $419 $-36 $455 $+51 $404 $+404 $
ALLSTATE CORPALL416 $-13 $429 $+26 $403 $-11 $414 $+414 $
UNITEDHEALTH GROUP INCUNH253 $+18 $235 $-1 $236 $-176 $412 $+412 $
Ingredion IncINGR331 $-35 $366 $-41 $407 $+1 $406 $+406 $
CUMMINS INCCMI215 $-143 $358 $+358 $
Eaton Corp plcETN293 $-52 $345 $+11 $334 $+79 $255 $+255 $
EQUIFAX INCEFX295 $+295 $
HENRY SCHEIN INCHSIC257 $+257 $
Trane Technologies plcTT220 $-18 $238 $-16 $254 $+47 $207 $+207 $
GENERAL DYNAMICS CORPGD236 $-3 $239 $+35 $204 $+3 $201 $+201 $
Fortive CorpFTV213 $+213 $
BIO-TECHNE CorpTECH211 $+211 $
Immuneering CorpIMRX99 $-6 $105 $+105 $
WENDELL DAVID ASSOCIATES INC1 $+0 $1 $+1 $0 $-1 $1 $+1 $
984.322 $-29.043 $1.013.007 $+18.704 $994.303 $-6.603 $1.002.240 $+1.002.240 $
Erweiterte Einstellungen ×