Investments: SIGMA INVESTMENT COUNSELORS INC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
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 ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
1.837.072.489 $+34.792.595 $
+3,4 %
1.802.484.987 $+1.802.484.987 $
BANK OF AMERICA CORP /DE/BAC1.515.438.463 $+25.680.969 $
+1,7 %
1.489.757.494 $+1.489.757.494 $
APPFOLIO INCAPPF32.042.658 $+1.474.749 $
+4,8 %
30.567.909 $+30.567.909 $
NVIDIA CORPNVDA29.995.306 $-636.701 $
-2,1 %
30.632.007 $+30.632.007 $
MICROSOFT CORPMSFT24.290.221 $-1.879.688 $
-7,2 %
26.169.909 $+26.169.909 $
AMAZON COM INCAMZN17.952.001 $+600.505 $
+3,5 %
17.351.496 $+17.351.496 $
JPMORGAN CHASE & COJPM16.787.996 $+229.407 $
+1,4 %
16.558.589 $+16.558.589 $
ARES CAPITAL CORPARCC16.033.991 $+308.939 $
+2,0 %
15.725.052 $+15.725.052 $
STRYKER CORPSYK14.301.349 $-814.751 $
-5,4 %
15.116.100 $+15.116.100 $
ALPHA PRO TECH LTDAPT14.451.208 $+2.901.163 $
+25,1 %
11.550.045 $+11.550.045 $
SYNOPSYS INCSNPS11.996.532 $-686.034 $
-5,4 %
12.682.566 $+12.682.566 $
CATERPILLAR INCCAT12.517.417 $+448.539 $
+3,7 %
12.068.878 $+12.068.878 $
GOLDMAN SACHS GROUP INCGS10.939.092 $+974.010 $
+9,8 %
9.965.082 $+9.965.082 $
ISHARES GOLD TRUSTIAU9.868.284 $+970.004 $
+10,9 %
8.898.280 $+8.898.280 $
BlackRock, Inc.BLK9.853.490 $+256.604 $
+2,7 %
9.596.886 $+9.596.886 $
INTUITIVE SURGICAL INCISRG9.608.015 $+1.870.265 $
+24,2 %
7.737.750 $+7.737.750 $
AbbVie Inc.ABBV8.189.557 $-458.663 $
-5,3 %
8.648.220 $+8.648.220 $
ROPER TECHNOLOGIES INCROP5.945.204 $-804.593 $
-11,9 %
6.749.797 $+6.749.797 $
EXXON MOBIL CORPXOM6.188.644 $+357.483 $
+6,1 %
5.831.161 $+5.831.161 $
UNITED PARCEL SERVICE INCUPS5.877.802 $+927.981 $
+18,7 %
4.949.821 $+4.949.821 $
NUCOR CORPNUE5.555.042 $+848.433 $
+18,0 %
4.706.609 $+4.706.609 $
PROCTER & GAMBLE CoPG4.653.372 $-416.414 $
-8,2 %
5.069.786 $+5.069.786 $
NEXTERA ENERGY INCNEE4.895.043 $+240.463 $
+5,2 %
4.654.580 $+4.654.580 $
TransDigm Group INCTDG4.800.795 $+59.041 $
+1,2 %
4.741.754 $+4.741.754 $
COCA COLA COKO4.723.169 $+201.460 $
+4,5 %
4.521.709 $+4.521.709 $
KLA CORPKLAC4.589.527 $+561.894 $
+14,0 %
4.027.633 $+4.027.633 $
UNITEDHEALTH GROUP INCUNH4.303.463 $-282.857 $
-6,2 %
4.586.320 $+4.586.320 $
Eaton Corp plcETN3.088.618 $-503.453 $
-14,0 %
3.592.071 $+3.592.071 $
Public StoragePSA2.631.876 $-421.853 $
-13,8 %
3.053.729 $+3.053.729 $
BERKSHIRE HATHAWAY INCBRK-B2.407.260 $-9.480 $
-0,4 %
2.416.740 $+2.416.740 $
COPART INCCPRT2.329.543 $+2.329.543 $
JOHNSON & JOHNSONJNJ2.025.675 $+123.500 $
+6,5 %
1.902.175 $+1.902.175 $
ORACLE CORPORCL1.192.490 $-621.529 $
-34,3 %
1.814.019 $+1.814.019 $
DECKERS OUTDOOR CORPDECK1.416.133 $-274.212 $
-16,2 %
1.690.345 $+1.690.345 $
ELI LILLY & CoLLY1.461.375 $+420.350 $
+40,4 %
1.041.025 $+1.041.025 $
RTX CorpRTX1.286.505 $+74.600 $
+6,2 %
1.211.905 $+1.211.905 $
AMERICAN EXPRESS COAXP1.249.865 $+127.672 $
+11,4 %
1.122.193 $+1.122.193 $
DTE ENERGY CODTE988.446 $-134.114 $
-11,9 %
1.122.560 $+1.122.560 $
CHEVRON CORPCVX778.891 $-38.245 $
-4,7 %
817.136 $+817.136 $
MORGAN STANLEYMS672.017 $-6.765 $
-1,0 %
678.782 $+678.782 $
PALATIN TECHNOLOGIES INCPTNT549.770 $-10.795 $
-1,9 %
560.565 $+560.565 $
BOEING COBA541.281 $+2.511 $
+0,5 %
538.770 $+538.770 $
Mastercard IncMA517.514 $+55.071 $
+11,9 %
462.443 $+462.443 $
NETFLIX INCNFLX444.892 $-49.483 $
-10,0 %
494.375 $+494.375 $
GRACO INCGGG462.475 $-16.870 $
-3,5 %
479.345 $+479.345 $
PEPSICO INCPEP453.268 $-5.721 $
-1,2 %
458.989 $+458.989 $
SOUTHERN COSO420.095 $-35.521 $
-7,8 %
455.616 $+455.616 $
Walmart Inc.WMT426.771 $-16.645 $
-3,8 %
443.416 $+443.416 $
CITIGROUP INCC442.201 $+267.785 $
+153,5 %
174.416 $+174.416 $
SPS COMMERCE INCSPSC438.319 $+45.169 $
+11,5 %
393.150 $+393.150 $
Walt Disney CoDIS345.789 $-82.018 $
-19,2 %
427.807 $+427.807 $
Accenture plcACN394.219 $+4.265 $
+1,1 %
389.954 $+389.954 $
LOCKHEED MARTIN CORPLMT366.201 $-11.765 $
-3,1 %
377.966 $+377.966 $
KROGER COKR312.420 $-27.483 $
-8,1 %
339.903 $+339.903 $
SCHWAB CHARLES CORPSCHW336.203 $+30.200 $
+9,9 %
306.003 $+306.003 $
AT&T INC.T334.240 $+334.240 $
PAYCHEX INCPAYX295.432 $-38.398 $
-11,5 %
333.830 $+333.830 $
DEERE & CODE316.597 $+6.574 $
+2,1 %
310.023 $+310.023 $
MICRON TECHNOLOGY INCMU301.460 $+301.460 $
GENERAL ELECTRIC COGE290.543 $+42.074 $
+16,9 %
248.469 $+248.469 $
BP PLCBP285.794 $+2.222 $
+0,8 %
283.572 $+283.572 $
Duke Energy CORPDUK266.387 $-12.853 $
-4,6 %
279.240 $+279.240 $
CONSOLIDATED EDISON INCED267.519 $-2.759 $
-1,0 %
270.278 $+270.278 $
STERIS plcSTE247.182 $+5.928 $
+2,5 %
241.254 $+241.254 $
ALLIANT ENERGY CORPLNT232.716 $-8.592 $
-3,6 %
241.308 $+241.308 $
COLGATE PALMOLIVE COCL217.780 $-21.641 $
-9,0 %
239.421 $+239.421 $
Parker-Hannifin CorpPH239.086 $+37.418 $
+18,6 %
201.668 $+201.668 $
GENERAL DYNAMICS CORPGD205.093 $+205.093 $
1.837.072.489 $+34.792.595 $
+3,4 %
1.802.484.987 $+1.802.484.987 $
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