Investments: WEATHERLY ASSET MANAGEMENT L. P.

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. ($)
1.268.961.659 $+84.976.395 $1.184.221.762 $+38.417.951 $1.145.803.811 $+63.010.694 $1.088.821.197 $+1.088.821.197 $
BANK OF AMERICA CORP /DE/BAC467.506.607 $+4.921.203 $462.585.404 $+20.379.749 $442.205.655 $+32.652.129 $409.553.526 $+409.553.526 $
ELI LILLY & CoLLY294.572.174 $+76.853.176 $217.718.998 $-5.104.976 $222.823.974 $-16.354.607 $239.178.581 $+239.178.581 $
APPFOLIO INCAPPF90.053.545 $+4.627.683 $85.425.862 $+14.153.558 $71.272.304 $-7.219.819 $78.492.123 $+78.492.123 $
NETFLIX INCNFLX37.616.626 $-11.611.916 $49.228.542 $-8.783.225 $58.011.767 $+16.009.227 $42.002.540 $+42.002.540 $
MICROSOFT CORPMSFT47.761.948 $-4.081.315 $51.843.263 $+1.148.745 $50.694.518 $+11.994.383 $38.700.135 $+38.700.135 $
AMAZON COM INCAMZN51.603.817 $+2.078.083 $49.525.734 $-1.396.185 $50.921.919 $+6.622.382 $44.299.537 $+44.299.537 $
ALPHA PRO TECH LTDAPT40.021.022 $+8.386.575 $31.634.447 $+8.242.205 $23.392.242 $+2.699.875 $20.692.367 $+20.692.367 $
NVIDIA CORPNVDA24.774.330 $-858.122 $25.632.452 $+2.667.302 $22.965.150 $+6.941.757 $16.023.393 $+16.023.393 $
ASML HOLDING NVASML14.463.761 $+1.464.933 $12.998.828 $+2.334.497 $10.664.331 $+2.366.684 $8.297.647 $+8.297.647 $
PROCTER & GAMBLE CoPG11.634.888 $-824.949 $12.459.837 $-378.078 $12.837.915 $-873.261 $13.711.176 $+13.711.176 $
GENERAL DYNAMICS CORPGD11.280.345 $-120.856 $11.401.201 $+1.766.744 $9.634.457 $+831.025 $8.803.432 $+8.803.432 $
STARBUCKS CORPSBUX6.961.592 $-556.968 $7.518.560 $-1.327.653 $8.846.213 $-1.066.835 $9.913.048 $+9.913.048 $
COCA COLA COKO8.350.221 $+942.505 $7.407.716 $-396.598 $7.804.314 $+229.532 $7.574.782 $+7.574.782 $
DEERE & CODE7.112.276 $+338.103 $6.774.173 $-1.032.219 $7.806.392 $+650.959 $7.155.433 $+7.155.433 $
Walt Disney CoDIS6.408.603 $-543.410 $6.952.013 $-515.153 $7.467.166 $+1.604.462 $5.862.704 $+5.862.704 $
Walmart Inc.WMT7.279.142 $+1.236.682 $6.042.460 $+553.087 $5.489.373 $+874.863 $4.614.510 $+4.614.510 $
LOCKHEED MARTIN CORPLMT6.828.966 $-322.467 $7.151.433 $+147.598 $7.003.835 $+203.792 $6.800.043 $+6.800.043 $
SPS COMMERCE INCSPSC6.956.034 $+829.153 $6.126.881 $+935.778 $5.191.103 $+279.900 $4.911.203 $+4.911.203 $
Palo Alto Networks IncPANW6.216.706 $-517.415 $6.734.121 $-70.569 $6.804.690 $+988.937 $5.815.753 $+5.815.753 $
CONOCOPHILLIPSCOP6.479.168 $+335.104 $6.144.064 $+591.033 $5.553.031 $-879.909 $6.432.940 $+6.432.940 $
UNITEDHEALTH GROUP INCUNH6.028.080 $+6.028.080 $
JOHNSON & JOHNSONJNJ5.965.937 $+423.731 $5.542.206 $+674.779 $4.867.427 $-578.148 $5.445.575 $+5.445.575 $
BERKSHIRE HATHAWAY INCBRK-B5.435.658 $-269.697 $5.705.355 $+1.645.124 $4.060.231 $-426.937 $4.487.168 $+4.487.168 $
MCKESSON CORPMCK5.524.087 $+326.751 $5.197.336 $+149.536 $5.047.800 $+395.976 $4.651.824 $+4.651.824 $
Trane Technologies plcTT4.604.620 $-406.622 $5.011.242 $-298.087 $5.309.329 $+1.152.711 $4.156.618 $+4.156.618 $
RTX CorpRTX4.945.214 $+1.014.672 $3.930.542 $+883.366 $3.047.176 $+280.407 $2.766.769 $+2.766.769 $
Shell plcSHEL4.803.719 $+143.800 $4.659.919 $+1.554 $4.658.365 $+14.484 $4.643.881 $+4.643.881 $
JPMORGAN CHASE & COJPM4.511.712 $+65.224 $4.446.488 $+375.690 $4.070.798 $+597.450 $3.473.348 $+3.473.348 $
TotalEnergies SETTE3.824.337 $+218.087 $3.606.250 $-273.321 $3.879.571 $-368.593 $4.248.164 $+4.248.164 $
EQUINIX INCEQIX3.861.861 $-44.157 $3.906.018 $-132.584 $4.038.602 $-74.839 $4.113.441 $+4.113.441 $
NEXTERA ENERGY INCNEE3.932.395 $+130.136 $3.802.259 $-63.791 $3.866.050 $-180.190 $4.046.240 $+4.046.240 $
Constellation Energy CorpCEG3.977.637 $+626.717 $3.350.920 $+470.932 $2.879.988 $+1.884.339 $995.649 $+995.649 $
CHEVRON CORPCVX3.604.234 $-136.003 $3.740.237 $+486.460 $3.253.777 $-671.097 $3.924.874 $+3.924.874 $
VERIZON COMMUNICATIONS INCVZ2.621.347 $-439.627 $3.060.974 $-150.565 $3.211.539 $-304.273 $3.515.812 $+3.515.812 $
CATERPILLAR INCCAT3.453.146 $+547.302 $2.905.844 $+570.760 $2.335.084 $+288.015 $2.047.069 $+2.047.069 $
LAM RESEARCH CORPLRCX3.370.743 $+640.657 $2.730.086 $+743.202 $1.986.884 $+502.885 $1.483.999 $+1.483.999 $
Mastercard IncMA3.276.319 $+161.779 $3.114.540 $-142.192 $3.256.732 $+14.879 $3.241.853 $+3.241.853 $
ORACLE CORPORCL2.096.592 $-1.111.803 $3.208.395 $+714.675 $2.493.720 $+906.113 $1.587.607 $+1.587.607 $
FEDEX CORPFDX3.144.195 $+613.241 $2.530.954 $-21.438 $2.552.392 $+129.289 $2.423.103 $+2.423.103 $
SAP SESAP2.410.123 $-237.454 $2.647.577 $-433.025 $3.080.602 $+350.506 $2.730.096 $+2.730.096 $
AT&T INC.T2.491.519 $-419.509 $2.911.028 $-166.002 $3.077.030 $+20.346 $3.056.684 $+3.056.684 $
QUEST DIAGNOSTICS INCDGX2.135.634 $-274.632 $2.410.266 $-414.776 $2.825.042 $+155.573 $2.669.469 $+2.669.469 $
COLGATE PALMOLIVE COCL1.941.256 $-59.883 $2.001.139 $-348.899 $2.350.038 $-88.786 $2.438.824 $+2.438.824 $
AbbVie Inc.ABBV2.253.177 $-62.918 $2.316.095 $+487.181 $1.828.914 $-236.116 $2.065.030 $+2.065.030 $
Archer-Daniels-Midland CoADM2.198.669 $-109.946 $2.308.615 $+235.977 $2.072.638 $+187.315 $1.885.323 $+1.885.323 $
SHERWIN WILLIAMS COSHW1.980.257 $-133.567 $2.113.824 $-1.181 $2.115.005 $-76.068 $2.191.073 $+2.191.073 $
TARGET CORPTGT1.534.356 $+50.372 $1.483.984 $-234.879 $1.718.863 $-213.893 $1.932.756 $+1.932.756 $
DEXCOM INCDXCM1.340.099 $-70.793 $1.410.892 $-280.731 $1.691.623 $+359.672 $1.331.951 $+1.331.951 $
FREEPORT-MCMORAN INCFCX1.651.109 $+380.145 $1.270.964 $-98.917 $1.369.881 $+168.702 $1.201.179 $+1.201.179 $
Accenture plcACN1.372.634 $+103.983 $1.268.651 $-270.504 $1.539.155 $-88.312 $1.627.467 $+1.627.467 $
ALLSTATE CORPALL1.432.462 $-68.242 $1.500.704 $+39.146 $1.461.558 $-72.746 $1.534.304 $+1.534.304 $
MCDONALDS CORPMCD1.369.100 $-24.208 $1.393.308 $+75.648 $1.317.660 $-155.449 $1.473.109 $+1.473.109 $
NICOLET BANKSHARES INCNIC1.128.421 $-158.923 $1.287.344 $-117.060 $1.404.404 $+28.338 $1.376.066 $+1.376.066 $
AMGEN INCAMGN1.127.371 $+156.038 $971.333 $-3.669 $975.002 $-116.670 $1.091.672 $+1.091.672 $
EXXON MOBIL CORPXOM1.105.867 $+105.240 $1.000.627 $+43.930 $956.697 $-132.909 $1.089.606 $+1.089.606 $
UNILEVER PLCUL992.053 $-18.542 $1.010.595 $-58.093 $1.068.688 $-5.820 $1.074.508 $+1.074.508 $
CSX CORPCSX1.055.549 $-203 $1.055.752 $+24.445 $1.031.307 $+95.842 $935.465 $+935.465 $
CVS HEALTH CorpCVS824.370 $-110.136 $934.506 $+28.908 $905.598 $+16.522 $889.076 $+889.076 $
COMCAST CORPCMCSA674.162 $-47.625 $721.787 $-146.273 $868.060 $-52.677 $920.737 $+920.737 $
Smurfit Westrock plcSW551.631 $-145.100 $696.731 $-152.409 $849.140 $-67.869 $917.009 $+917.009 $
INTEL CORPINTC881.874 $+68.288 $813.586 $+246.800 $566.786 $-54.218 $621.004 $+621.004 $
PEPSICO INCPEP602.985 $+18.803 $584.182 $-167.086 $751.268 $-113.130 $864.398 $+864.398 $
Allegion plcALLE668.247 $-76.091 $744.338 $+139.466 $604.872 $+41.937 $562.935 $+562.935 $
Phillips 66PSX681.590 $-36.724 $718.314 $+78.269 $640.045 $-22.426 $662.471 $+662.471 $
DIAGEO PLCDEO517.187 $-52.435 $569.622 $-87.754 $657.376 $-41.632 $699.008 $+699.008 $
PALATIN TECHNOLOGIES INCPTNT628.683 $-14.530 $643.213 $+162.548 $480.665 $+185.518 $295.147 $+295.147 $
WESTERN DIGITAL CORPWDC534.851 $+165.666 $369.185 $+125.127 $244.058 $+244.058 $
EMERSON ELECTRIC COEMR507.815 $+6.154 $501.661 $+25.111 $476.550 $+80.287 $396.263 $+396.263 $
SanofiSNY376.869 $+11.021 $365.848 $-36.671 $402.519 $-59.574 $462.093 $+462.093 $
HERSHEY COHSY389.687 $-43.334 $433.021 $+15.656 $417.365 $-36.720 $454.085 $+454.085 $
3M COMMM437.754 $+14.112 $423.642 $+8.026 $415.616 $+9.548 $406.068 $+406.068 $
SEMPRASRE426.578 $-5.237 $431.815 $+65.320 $366.495 $+10.363 $356.132 $+356.132 $
NOVARTIS AGNVS360.841 $+15.490 $345.351 $-496 $345.847 $+16.178 $329.669 $+329.669 $
UNITED PARCEL SERVICE INCUPS267.827 $+41.711 $226.116 $-87.000 $313.116 $-31.923 $345.039 $+345.039 $
RBC Bearings INCRBC324.215 $+42.035 $282.180 $+3.969 $278.211 $+45.571 $232.640 $+232.640 $
LINDE PLCLIN287.797 $-28.553 $316.350 $-2.224 $318.574 $+2.404 $316.170 $+316.170 $
AMERICAN EXPRESS COAXP307.018 $+32.321 $274.697 $-39.499 $314.196 $+53.486 $260.710 $+260.710 $
MORGAN STANLEYMS306.124 $+33.507 $272.617 $+27.098 $245.519 $+45.429 $200.090 $+200.090 $
Sandisk CorpSNDK301.710 $+301.710 $
Duke Energy CORPDUK273.653 $-14.605 $288.258 $+5.606 $282.652 $-18.491 $301.143 $+301.143 $
MICRON TECHNOLOGY INCMU295.869 $+295.869 $
PFIZER INCPFE236.498 $-35.492 $271.990 $-16.595 $288.585 $+288.585 $
DOLLAR GENERAL CORPDG282.004 $+62.488 $219.516 $-23.428 $242.944 $+242.944 $
ADVANCED MICRO DEVICES INCAMD259.597 $+50.240 $209.357 $+209.357 $
Eaton Corp plcETN205.634 $-44.838 $250.472 $+7.099 $243.373 $+243.373 $
Medtronic plcMDT229.054 $-1.593 $230.647 $+19.592 $211.055 $-9.141 $220.196 $+220.196 $
SCHWAB CHARLES CORPSCHW200.853 $+200.853 $
1.268.961.659 $+84.976.395 $1.184.221.762 $+38.417.951 $1.145.803.811 $+63.010.694 $1.088.821.197 $+1.088.821.197 $
Erweiterte Einstellungen ×