Investments: KELLY LAWRENCE W & ASSOCIATES INC/CA

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. ($)
411.050.827 $-796.118 $412.563.094 $+31.012.066 $381.551.028 $-29.938.560 $411.537.691 $+411.537.691 $
BANK OF AMERICA CORP /DE/BAC172.358.653 $-13.974.433 $186.333.086 $-1.614.771 $187.947.857 $-21.579.784 $209.527.641 $+209.527.641 $
ALPHA PRO TECH LTDAPT49.504.309 $+9.588.010 $39.916.299 $+10.786.564 $29.129.735 $-2.024.102 $31.153.837 $+31.153.837 $
APPFOLIO INCAPPF32.198.580 $+2.012.680 $30.185.900 $+5.757.726 $24.428.174 $-10.331.415 $34.759.589 $+34.759.589 $
ADVANCED MICRO DEVICES INCAMD29.614.045 $+2.678.437 $26.935.608 $+3.103.503 $23.832.105 $+6.729.491 $17.102.614 $+17.102.614 $
FISERV INCFISV9.290.955 $-3.088.904 $12.379.859 $-4.060.297 $16.440.156 $-5.143.105 $21.583.261 $+21.583.261 $
ROPER TECHNOLOGIES INCROP12.474.323 $-1.553.328 $14.027.651 $-1.819.495 $15.847.146 $-1.075.568 $16.922.714 $+16.922.714 $
UNITEDHEALTH GROUP INCUNH12.722.109 $-633.749 $13.355.858 $+1.254.542 $12.101.316 $+12.101.316 $
AMAZON COM INCAMZN13.004.398 $+721.652 $12.282.746 $-34.906 $12.317.652 $+1.606.966 $10.710.686 $+10.710.686 $
ICON PLCICLR10.954.338 $+409.538 $10.544.800 $+10.544.800 $
JOHNSON & JOHNSONJNJ10.566.060 $+1.099.239 $9.466.821 $+868.661 $8.598.160 $-1.177.461 $9.775.621 $+9.775.621 $
PEPSICO INCPEP8.936.835 $+134.208 $8.802.627 $+772.097 $8.030.530 $-1.159.281 $9.189.811 $+9.189.811 $
ALBEMARLE CORPALB2.168.508 $+1.234.001 $934.507 $+340.303 $594.204 $-8.349.308 $8.943.512 $+8.943.512 $
REPLIGEN CORPRGEN6.734.646 $+1.240.809 $5.493.837 $+5.493.837 $
AFLAC INCAFL5.200.443 $-67.441 $5.267.884 $+225.736 $5.042.148 $-512.237 $5.554.385 $+5.554.385 $
KELLY LAWRENCE W & ASSOCIATES INC/CA5.208.107 $-119.463 $5.327.570 $-167.195 $5.494.765 $+246.177 $5.248.588 $+5.248.588 $
PROCTER & GAMBLE CoPG3.230.199 $-233.063 $3.463.262 $-360.409 $3.823.671 $-291.962 $4.115.633 $+4.115.633 $
MICROSOFT CORPMSFT3.100.004 $-427.235 $3.527.239 $+139.877 $3.387.362 $+830.956 $2.556.406 $+2.556.406 $
CHEVRON CORPCVX2.987.236 $-56.448 $3.043.684 $+136.927 $2.906.757 $-489.230 $3.395.987 $+3.395.987 $
JPMORGAN CHASE & COJPM2.610.949 $+23.477 $2.587.472 $+6.403 $2.581.069 $+366.501 $2.214.568 $+2.214.568 $
AbbVie Inc.ABBV2.046.585 $-31.949 $2.078.534 $+308.277 $1.770.257 $-227.935 $1.998.192 $+1.998.192 $
Shell plcSHEL323.312 $+8.580 $314.732 $-1.404.891 $1.719.623 $-128.718 $1.848.341 $+1.848.341 $
AT&T INC.T1.647.020 $-110.779 $1.757.799 $+40.102 $1.717.697 $+403.153 $1.314.544 $+1.314.544 $
SCHWAB CHARLES CORPSCHW1.479.367 $+65.743 $1.413.624 $+53.509 $1.360.115 $+189.281 $1.170.834 $+1.170.834 $
EXXON MOBIL CORPXOM876.436 $-260.422 $1.136.858 $-57.889 $1.194.747 $-210.530 $1.405.277 $+1.405.277 $
NBC SECURITIES, INC.1.099.784 $+160.311 $939.473 $-38.455 $977.928 $+440.541 $537.387 $+537.387 $
ASSOCIATED BANC-CORPASB650.493 $+3.502 $646.991 $-132.298 $779.289 $-122.038 $901.327 $+901.327 $
Edwards Lifesciences CorpEW897.256 $+78.727 $818.529 $-4.631 $823.160 $+45.812 $777.348 $+777.348 $
Walmart Inc.WMT835.575 $+62.625 $772.950 $+39.600 $733.350 $+74.925 $658.425 $+658.425 $
HUNTINGTON NATIONAL BANK698.181 $-125 $698.306 $+23.571 $674.735 $-65.019 $739.754 $+739.754 $
CATERPILLAR INCCAT560.840 $+93.710 $467.130 $+87.072 $380.058 $+57.184 $322.874 $+322.874 $
NEXTERA ENERGY INCNEE550.721 $+63.056 $487.665 $+372.428 $115.237 $-2.440 $117.677 $+117.677 $
DEERE & CODE500.488 $+8.934 $491.554 $-55.073 $546.627 $+42.076 $504.551 $+504.551 $
AMGEN INCAMGN457.579 $+63.063 $394.516 $+4.180 $390.336 $-155.188 $545.524 $+545.524 $
COCA COLA COKO484.519 $+24.881 $459.638 $-30.703 $490.341 $-6.029 $496.370 $+496.370 $
CONOCOPHILLIPSCOP423.960 $-4.438 $428.398 $+21.966 $406.432 $-69.204 $475.636 $+475.636 $
Avery Dennison CorpAVY454.700 $+49.275 $405.425 $-33.250 $438.675 $-6.250 $444.925 $+444.925 $
FORD MOTOR COF401.664 $-33.408 $435.072 $+27.264 $407.808 $-6.720 $414.528 $+414.528 $
GENERAL ELECTRIC COGE429.393 $+10.050 $419.343 $+34.802 $384.541 $+85.517 $299.024 $+299.024 $
3M COMMM264.005 $+8.113 $255.892 $+4.848 $251.044 $-137.988 $389.032 $+389.032 $
BOEING COBA333.360 $-48 $333.408 $+5.856 $327.552 $+327.552 $
INTEL CORPINTC298.300 $-16.533 $314.833 $+73.249 $241.584 $-3.343 $244.927 $+244.927 $
MCDONALDS CORPMCD243.688 $+1.387 $242.301 $+9.345 $232.956 $-16.106 $249.062 $+249.062 $
ELI LILLY & CoLLY244.434 $+55.631 $188.803 $-4.090 $192.893 $-11.477 $204.370 $+204.370 $
Phillips 66PSX239.123 $+29.394 $209.729 $-7.349 $217.078 $+217.078 $
PFIZER INCPFE227.337 $-5.295 $232.632 $+11.321 $221.311 $-10.043 $231.354 $+231.354 $
Atlanticus Holdings CorpATLC222.083 $-3.512 $225.595 $+5.706 $219.889 $-1.492 $221.381 $+221.381 $
MCKESSON CORPMCK196.870 $+11.460 $185.410 $+9.543 $175.867 $+14.349 $161.518 $+161.518 $
Medtronic plcMDT57.636 $+492 $57.144 $+4.842 $52.302 $-140.897 $193.199 $+193.199 $
VERIZON COMMUNICATIONS INCVZ155.059 $-12.259 $167.318 $-6.065 $173.383 $-8.375 $181.758 $+181.758 $
Zoetis Inc.ZTS135.257 $-22.037 $157.294 $-10.353 $167.647 $-9.352 $176.999 $+176.999 $
RTX CorpRTX119.210 $-56.486 $175.696 $+22.375 $153.321 $+14.238 $139.083 $+139.083 $
AAR CORPAIR146.952 $-12.212 $159.164 $+159.164 $
STATE STREET CORPSTT135.460 $+13.650 $121.810 $+10.153 $111.657 $+17.651 $94.006 $+94.006 $
EMERSON ELECTRIC COEMR104.944 $-1.720 $106.664 $+18.952 $87.712 $+87.712 $
BYD CO LTDBYDDF73.170 $-11.610 $84.780 $-8.820 $93.600 $-8.200 $101.800 $+101.800 $
PennyMac Mortgage Investment TrustPMT95.800 $-2.720 $98.520 $+4.522 $93.998 $-4.662 $98.660 $+98.660 $
Unum GroupUNM77.780 $-2.980 $80.760 $-700 $81.460 $+81.460 $
CSX CORPCSX70.687 $+1.443 $69.244 $+5.616 $63.628 $+6.240 $57.388 $+57.388 $
FRANCO NEVADA CorpFNV62.184 $-4.689 $66.873 $+17.697 $49.176 $+1.908 $47.268 $+47.268 $
CAMDEN PROPERTY TRUSTCPT53.390 $-2.955 $56.345 $-4.805 $61.150 $+61.150 $
TE Connectivity plcTEL54.602 $+1.915 $52.687 $+12.206 $40.481 $+6.564 $33.917 $+33.917 $
Sibanye Stillwater LtdSBSW51.108 $+18.279 $32.829 $+12.004 $20.825 $+20.825 $
REINSURANCE GROUP OF AMERICA INCRGA50.865 $+2.833 $48.032 $-1.558 $49.590 $+365 $49.225 $+49.225 $
EXACT SCIENCES CORPEXAS20.312 $+9.370 $10.942 $+314 $10.628 $-39.588 $50.216 $+50.216 $
Walt Disney CoDIS34.350 $-2.853 $37.203 $-12.147 $49.350 $+49.350 $
Bank of New York Mellon CorpBK46.436 $+2.852 $43.584 $+7.140 $36.444 $+2.896 $33.548 $+33.548 $
STARBUCKS CORPSBUX33.684 $-156 $33.840 $-2.812 $36.652 $-2.584 $39.236 $+39.236 $
Accenture plcACN26.830 $+2.170 $24.660 $-5.229 $29.889 $-1.315 $31.204 $+31.204 $
BECTON DICKINSON & COBDX25.268 $+2.014 $23.254 $-7.669 $30.923 $+30.923 $
CENTERPOINT ENERGY INCCNP28.984 $+28.984 $
HALLIBURTON COHAL26.568 $+4.558 $22.010 $-5.390 $27.400 $+27.400 $
V F CORPVFC26.668 $+5.384 $21.284 $+3.953 $17.331 $-5.561 $22.892 $+22.892 $
Kraft Heinz CoKHC22.134 $+187 $21.947 $-3.918 $25.865 $+25.865 $
ETSY INCETSY19.404 $-3.832 $23.236 $+5.680 $17.556 $+1.043 $16.513 $+16.513 $
Viatris IncVTRS22.215 $+2.176 $20.039 $+493 $19.546 $+19.546 $
Solventum CorpSOLV20.002 $-778 $20.780 $-55 $20.835 $+20.835 $
EAST WEST BANCORP INCEWBC19.119 $+19.119 $
Hewlett Packard Enterprise CoHPE14.736 $+2.466 $12.270 $+3.012 $9.258 $+9.258 $
CITIGROUP INCC1.457 $+360 $1.097 $-11.921 $13.018 $+13.018 $
TREDEGAR CORPTG11.684 $-1.120 $12.804 $+1.601 $11.203 $+11.203 $
NICOLET BANKSHARES INCNIC7.964 $-752 $8.716 $-164 $8.880 $+945 $7.935 $+7.935 $
TC ENERGY CORPTRP5.441 $+562 $4.879 $+158 $4.721 $+4.721 $
TELEDYNE TECHNOLOGIES INCTDY4.688 $+590 $4.098 $+116 $3.982 $+3.982 $
DXC Technology CoDXC695 $-85 $780 $-90 $870 $+870 $
South Bow CorpSOBO566 $+48 $518 $+8 $510 $+510 $
411.050.827 $-796.118 $412.563.094 $+31.012.066 $381.551.028 $-29.938.560 $411.537.691 $+411.537.691 $
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