Investments: HERITAGE INVESTORS MANAGEMENT CORP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
3.314.183 $+88.081 $3.226.806 $+176.092 $3.051.181 $+241.012 $2.810.653 $+2.810.653 $
BANK OF AMERICA CORP /DE/BAC1.156.559 $+15.673 $1.140.886 $+34.836 $1.106.050 $+105.778 $1.000.272 $+1.000.272 $
ALPHA PRO TECH LTDAPT240.825 $+47.802 $193.023 $+48.464 $144.559 $+16.839 $127.720 $+127.720 $
APPFOLIO INCAPPF192.087 $+9.484 $182.603 $+33.544 $149.059 $-13.253 $162.312 $+162.312 $
MICROSOFT CORPMSFT141.107 $-10.389 $151.496 $+5.479 $146.017 $+31.731 $114.286 $+114.286 $
Palo Alto Networks IncPANW103.236 $-11.820 $115.056 $-903 $115.959 $+16.570 $99.389 $+99.389 $
NVIDIA CORPNVDA93.345 $-176 $93.521 $+12.791 $80.730 $+24.060 $56.670 $+56.670 $
AMAZON COM INCAMZN75.814 $+3.443 $72.371 $+286 $72.085 $+9.130 $62.955 $+62.955 $
Mastercard IncMA73.228 $-189 $73.417 $-3 $73.420 $+301 $73.119 $+73.119 $
CATERPILLAR INCCAT69.069 $+9.238 $59.831 $+9.205 $50.626 $+8.089 $42.537 $+42.537 $
JPMORGAN CHASE & COJPM61.519 $+15 $61.504 $+2.358 $59.146 $+8.055 $51.091 $+51.091 $
AMERICAN EXPRESS COAXP57.423 $+4.620 $52.803 $+454 $52.349 $+7.883 $44.466 $+44.466 $
Walmart Inc.WMT54.772 $+3.450 $51.322 $+927 $50.395 $+4.278 $46.117 $+46.117 $
Walt Disney CoDIS47.119 $+671 $46.448 $-3.938 $50.386 $+10.327 $40.059 $+40.059 $
GOLDMAN SACHS GROUP INCGS49.652 $+4.306 $45.346 $+2.429 $42.917 $+9.347 $33.570 $+33.570 $
RTX CorpRTX44.786 $+3.418 $41.368 $+3.731 $37.637 $+2.563 $35.074 $+35.074 $
MORGAN STANLEYMS40.145 $+3.318 $36.827 $+2.159 $34.668 $+5.265 $29.403 $+29.403 $
UNITEDHEALTH GROUP INCUNH25.937 $-1.575 $27.512 $+2.741 $24.771 $-14.218 $38.989 $+38.989 $
JOHNSON & JOHNSONJNJ35.775 $+3.646 $32.129 $+5.293 $26.836 $-2.277 $29.113 $+29.113 $
Synchrony FinancialSYF34.864 $+4.664 $30.200 $-53 $30.253 $+5.874 $24.379 $+24.379 $
CITIGROUP INCC34.563 $+3.649 $30.914 $+4.044 $26.870 $+4.059 $22.811 $+22.811 $
MCDONALDS CORPMCD31.850 $-44 $31.894 $+1.239 $30.655 $-2.522 $33.177 $+33.177 $
Zoetis Inc.ZTS25.768 $-3.526 $29.294 $-1.345 $30.639 $-1.482 $32.121 $+32.121 $
FEDEX CORPFDX29.867 $+5.423 $24.444 $+1.244 $23.200 $-922 $24.122 $+24.122 $
CHEVRON CORPCVX24.178 $-502 $24.680 $+1.628 $23.052 $-3.816 $26.868 $+26.868 $
CHIPOTLE MEXICAN GRILL INCCMG19.576 $+55 $19.521 $-6.676 $26.197 $+3.639 $22.558 $+22.558 $
NICOLET BANKSHARES INCNIC21.261 $-4.056 $25.317 $-663 $25.980 $+2.205 $23.775 $+23.775 $
BOEING COBA24.303 $-84 $24.387 $+278 $24.109 $+4.054 $20.055 $+20.055 $
EQUINIX INCEQIX23.283 $-216 $23.499 $+364 $23.135 $+180 $22.955 $+22.955 $
PEPSICO INCPEP22.623 $+416 $22.207 $+1.893 $20.314 $-1.272 $21.586 $+21.586 $
CONOCOPHILLIPSCOP19.183 $-267 $19.450 $+959 $18.491 $-3.190 $21.681 $+21.681 $
COCA COLA COKO18.727 $+772 $17.955 $-928 $18.883 $-839 $19.722 $+19.722 $
Accenture plcACN19.550 $+532 $19.018 $+304 $18.714 $+1.074 $17.640 $+17.640 $
CSX CORPCSX19.264 $+287 $18.977 $+1.344 $17.633 $+1.792 $15.841 $+15.841 $
BOSTON SCIENTIFIC CORPBSX16.992 $+58 $16.934 $-2.202 $19.136 $+339 $18.797 $+18.797 $
YUM BRANDS INCYUM17.627 $-215 $17.842 $+373 $17.469 $-1.441 $18.910 $+18.910 $
AT&T INC.T17.382 $-933 $18.315 $-537 $18.852 $+101 $18.751 $+18.751 $
VERIZON COMMUNICATIONS INCVZ16.568 $-1.210 $17.778 $+196 $17.582 $-1.017 $18.599 $+18.599 $
PACCAR INCPCAR18.354 $+1.734 $16.620 $+540 $16.080 $-362 $16.442 $+16.442 $
AMGEN INCAMGN18.227 $+2.008 $16.219 $+146 $16.073 $-2.040 $18.113 $+18.113 $
INTEL CORPINTC17.761 $+1.528 $16.233 $+5.083 $11.150 $-45 $11.195 $+11.195 $
PRICE T ROWE GROUP INCTROW14.744 $-1.555 $16.299 $-491 $16.790 $+79 $16.711 $+16.711 $
MCKESSON CORPMCK16.563 $+839 $15.724 $+668 $15.056 $+1.164 $13.892 $+13.892 $
AbbVie Inc.ABBV14.992 $-376 $15.368 $+2.865 $12.503 $-1.704 $14.207 $+14.207 $
LOCKHEED MARTIN CORPLMT14.292 $-483 $14.775 $+1.098 $13.677 $+2.349 $11.328 $+11.328 $
COMCAST CORPCMCSA9.326 $-3.982 $13.308 $-918 $14.226 $-340 $14.566 $+14.566 $
NEXTERA ENERGY INCNEE13.785 $+665 $13.120 $+948 $12.172 $-184 $12.356 $+12.356 $
PROCTER & GAMBLE CoPG11.265 $-858 $12.123 $-416 $12.539 $-782 $13.321 $+13.321 $
EXXON MOBIL CORPXOM11.383 $+297 $11.086 $+367 $10.719 $-1.274 $11.993 $+11.993 $
PFIZER INCPFE9.349 $-919 $10.268 $-1.007 $11.275 $-611 $11.886 $+11.886 $
LINDE PLCLIN10.427 $-1.314 $11.741 $+2 $11.739 $-19 $11.758 $+11.758 $
Phillips 66PSX10.077 $-786 $10.863 $+1.031 $9.832 $-362 $10.194 $+10.194 $
BERKSHIRE HATHAWAY INCBRK-B10.152 $-18 $10.170 $+359 $9.811 $+97 $9.714 $+9.714 $
ELI LILLY & CoLLY9.569 $+2.768 $6.801 $+5.862 $939 $-133 $1.072 $+1.072 $
Archer-Daniels-Midland CoADM8.184 $-814 $8.998 $+727 $8.271 $+647 $7.624 $+7.624 $
Strategy IncMSTR3.329 $-3.730 $7.059 $-1.840 $8.899 $+2.475 $6.424 $+6.424 $
UNITED PARCEL SERVICE INCUPS7.084 $+607 $6.477 $-1.428 $7.905 $-920 $8.825 $+8.825 $
BlackRock, Inc.BLK8.312 $+136 $8.176 $-14 $8.190 $+1.188 $7.002 $+7.002 $
Shell plcSHEL6.689 $+58 $6.631 $+42 $6.589 $-419 $7.008 $+7.008 $
Medtronic plcMDT6.180 $-85 $6.265 $+86 $6.179 $-354 $6.533 $+6.533 $
GENERAL ELECTRIC COGE6.334 $+121 $6.213 $+820 $5.393 $+1.156 $4.237 $+4.237 $
HALLIBURTON COHAL5.075 $+651 $4.424 $+747 $3.677 $+1.528 $2.149 $+2.149 $
SLM CorpSLM3.224 $-687 $3.911 $-881 $4.792 $+283 $4.509 $+4.509 $
HERSHEY COHSY4.557 $-167 $4.724 $+480 $4.244 $-194 $4.438 $+4.438 $
TARGET CORPTGT2.607 $-974 $3.581 $-646 $4.227 $-361 $4.588 $+4.588 $
EXACT SCIENCES CORPEXAS4.559 $+1.584 $2.975 $-608 $3.583 $+557 $3.026 $+3.026 $
3M COMMM3.840 $+87 $3.753 $-76 $3.829 $+100 $3.729 $+3.729 $
NETFLIX INCNFLX3.528 $+1.748 $1.780 $-222 $2.002 $+584 $1.418 $+1.418 $
Elanco Animal Health IncELAN2.931 $+279 $2.652 $+532 $2.120 $+497 $1.623 $+1.623 $
Otis Worldwide CorpOTIS2.029 $-98 $2.127 $-176 $2.303 $-124 $2.427 $+2.427 $
GRAHAM CORPGHM2.340 $+340 $2.000 $+196 $1.804 $+754 $1.050 $+1.050 $
ALIGN TECHNOLOGY INCALGN591 $-659 $1.250 $-1.048 $2.298 $+294 $2.004 $+2.004 $
Chemours CoCC1.127 $-530 $1.657 $+459 $1.198 $-227 $1.425 $+1.425 $
TAKEDA PHARMACEUTICAL CO LTDTAK1.541 $+79 $1.462 $-132 $1.594 $+57 $1.537 $+1.537 $
SMITH MIDLAND CORPSMID1.391 $-21 $1.412 $+128 $1.284 $+95 $1.189 $+1.189 $
Seneca Foods CorpSENEB1.273 $+31 $1.242 $+74 $1.168 $+139 $1.029 $+1.029 $
ANALOG DEVICES INCADI1.231 $+54 $1.177 $-87 $1.264 $+181 $1.083 $+1.083 $
PRIMEENERGY RESOURCES CORPPNRG780 $-50 $830 $+102 $728 $-405 $1.133 $+1.133 $
SPS COMMERCE INCSPSC1.119 $+60 $1.059 $+114 $945 $+52 $893 $+893 $
ASML HOLDING NVASML1.116 $+44 $1.072 $+84 $988 $+171 $817 $+817 $
DXC Technology CoDXC788 $-79 $867 $-106 $973 $-120 $1.093 $+1.093 $
CENTRUS ENERGY CORPLEU830 $-247 $1.077 $+437 $640 $+410 $230 $+230 $
NEUROCRINE BIOSCIENCES INCNBIX998 $+10 $988 $+103 $885 $+106 $779 $+779 $
ORACLE CORPORCL993 $+15 $978 $+204 $774 $+279 $495 $+495 $
Duke Energy CORPDUK907 $-53 $960 $+40 $920 $-14 $934 $+934 $
BROWN FORMAN CORPBF-A570 $-54 $624 $-22 $646 $-288 $934 $+934 $
Organon & Co.OGN324 $-248 $572 $+9 $563 $-315 $878 $+878 $
Permian Resources CorpPR836 $+73 $763 $-49 $812 $-13 $825 $+825 $
CVS HEALTH CorpCVS699 $-42 $741 $+53 $688 $-143 $831 $+831 $
CHART INDUSTRIES INCGTLS754 $+22 $732 $+130 $602 $+74 $528 $+528 $
MATERION CorpMTRN685 $+20 $665 $+210 $455 $-12 $467 $+467 $
EAGLE BANCORP INCEGBN642 $+36 $606 $+22 $584 $-46 $630 $+630 $
DEERE & CODE561 $+561 $
Solventum CorpSOLV520 $+15 $505 $-23 $528 $+70 $458 $+458 $
FREEPORT-MCMORAN INCFCX520 $+117 $403 $-50 $453 $+58 $395 $+395 $
STARBUCKS CORPSBUX349 $-62 $411 $-50 $461 $-52 $513 $+513 $
ADVANCED MICRO DEVICES INCAMD457 $+167 $290 $-37 $327 $+91 $236 $+236 $
FORD MOTOR COF399 $+28 $371 $+20 $351 $+11 $340 $+340 $
TENET HEALTHCARE CORPTHC358 $-7 $365 $+48 $317 $+75 $242 $+242 $
GENERAL DYNAMICS CORPGD325 $+70 $255 $+17 $238 $+238 $
TEGNA INCTGNA260 $+260 $
Allegion plcALLE252 $+24 $228 $+228 $
BALCHEM CORPBCPC215 $-34 $249 $+249 $
LOEWS CORPL246 $+11 $235 $+21 $214 $-1 $215 $+215 $
Roblox CorpRBLX234 $+234 $
Option Care Health, Inc.OPCH224 $+224 $
NEW YORK TIMES CONYT213 $+213 $
DIGI INTERNATIONAL INCDGII206 $+206 $
ASURE SOFTWARE INCASUR187 $+24 $163 $-31 $194 $+4 $190 $+190 $
Tronox Holdings plcTROX43 $-39 $82 $-32 $114 $+114 $
Viatris IncVTRS102 $+10 $92 $+1 $91 $+91 $
Data Storage CorpDTST77 $+5 $72 $+3 $69 $-9 $78 $+78 $
3.314.183 $+88.081 $3.226.806 $+176.092 $3.051.181 $+241.012 $2.810.653 $+2.810.653 $
Erweiterte Einstellungen ×