Investments: Willis Investment Counsel

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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
1.916.828.808 $+101.246.381 $
+17,4 %
1.815.582.437 $+132.396.481 $
+8,2 %
1.696.304.242 $+222.153.851 $
+14,9 %
BANK OF AMERICA CORP /DE/BAC676.238.750 $+62.674.453 $
+10,2 %
613.564.297 $+26.284.930 $
+4,5 %
587.279.367 $+100.153.239 $
+20,6 %
JOHNSON & JOHNSONJNJ75.619.323 $+8.843.091 $
+13,2 %
66.776.232 $+11.765.763 $
+21,4 %
55.010.469 $-63.502 $
-0,1 %
MICROSOFT CORPMSFT54.682.913 $-2.718.378 $
-4,7 %
57.401.291 $+2.209.175 $
+4,0 %
55.192.116 $+16.054.705 $
+41,0 %
Accenture plcACN51.987.954 $+5.504.594 $
+11,8 %
46.483.360 $+4.024.840 $
+9,5 %
42.458.520 $+6.409.787 $
+17,8 %
LOCKHEED MARTIN CORPLMT45.589.283 $-4.220.892 $
-8,5 %
49.810.175 $+5.764.172 $
+13,1 %
44.046.003 $+5.068.322 $
+13,0 %
PAYCHEX INCPAYX36.646.065 $-4.060.754 $
-10,0 %
40.706.819 $-5.996.460 $
-12,8 %
46.703.279 $+2.764.644 $
+6,3 %
CATERPILLAR INCCAT45.767.157 $+8.677.810 $
+23,4 %
37.089.347 $+6.184.725 $
+20,0 %
30.904.622 $+6.572.638 $
+27,0 %
PFIZER INCPFE42.665.254 $-743.493 $
-1,7 %
43.408.747 $+1.748.477 $
+4,2 %
41.660.270 $+3.081.944 $
+8,0 %
Medtronic plcMDT38.160.123 $-113.785 $
-0,3 %
38.273.908 $+4.916.041 $
+14,7 %
33.357.867 $+1.678.802 $
+5,3 %
Walmart Inc.WMT34.038.652 $+2.551.142 $
+8,1 %
31.487.510 $+1.681.624 $
+5,6 %
29.805.886 $+3.276.187 $
+12,3 %
HERSHEY COHSY32.855.397 $-397.978 $
-1,2 %
33.253.375 $+3.640.427 $
+12,3 %
29.612.948 $+1.792.182 $
+6,4 %
AFLAC INCAFL33.201.635 $+346.197 $
+1,1 %
32.855.438 $+1.588.341 $
+5,1 %
31.267.097 $+764.344 $
+2,5 %
PEPSICO INCPEP32.815.848 $+875.719 $
+2,7 %
31.940.129 $+1.907.367 $
+6,4 %
30.032.762 $+615.134 $
+2,1 %
PROCTER & GAMBLE CoPG30.097.966 $-2.236.755 $
-6,9 %
32.334.721 $+416.074 $
+1,3 %
31.918.647 $+5.113.285 $
+19,1 %
APPFOLIO INCAPPF29.792.050 $+1.767.727 $
+6,3 %
28.024.323 $+5.528.458 $
+24,6 %
22.495.865 $+857.960 $
+4,0 %
AT&T INC.T25.227.752 $-3.453.329 $
-12,0 %
28.681.081 $-652.792 $
-2,2 %
29.333.873 $+1.805.838 $
+6,6 %
SanofiSNY29.269.840 $+2.993.600 $
+11,4 %
26.276.240 $+2.111.578 $
+8,7 %
24.164.662 $+6.384.186 $
+35,9 %
QUEST DIAGNOSTICS INCDGX26.341.854 $-2.588.190 $
-8,9 %
28.930.044 $+4.338.697 $
+17,6 %
24.591.347 $+4.270.427 $
+21,0 %
Eaton Corp plcETN24.548.521 $-4.296.049 $
-14,9 %
28.844.570 $+1.413.458 $
+5,2 %
27.431.112 $+10.675.511 $
+63,7 %
BHP Group LtdBHP28.666.272 $+556.732 $
+2,0 %
28.109.540 $+6.150.877 $
+28,0 %
21.958.663 $+2.002.413 $
+10,0 %
EXXON MOBIL CORPXOM27.608.764 $+2.090.733 $
+8,2 %
25.518.031 $+962.377 $
+3,9 %
24.555.654 $-484.225 $
-1,9 %
UNITED PARCEL SERVICE INCUPS20.866.898 $+1.760.998 $
+9,2 %
19.105.900 $-7.193.815 $
-27,4 %
26.299.715 $-68.298 $
-0,3 %
MCDONALDS CORPMCD25.912.840 $+147.526 $
+0,6 %
25.765.314 $+4.205.798 $
+19,5 %
21.559.516 $+1.317.940 $
+6,5 %
Shell plcSHEL20.333.533 $+738.676 $
+3,8 %
19.594.857 $-5.947.708 $
-23,3 %
25.542.565 $+726.879 $
+2,9 %
JPMORGAN CHASE & COJPM25.094.171 $+497.255 $
+2,0 %
24.596.916 $+4.616.319 $
+23,1 %
19.980.597 $+5.380.341 $
+36,9 %
VERIZON COMMUNICATIONS INCVZ22.381.135 $-2.352.958 $
-9,5 %
24.734.093 $+387.016 $
+1,6 %
24.347.077 $-7.117.930 $
-22,6 %
CONOCOPHILLIPSCOP24.035.397 $+264.930 $
+1,1 %
23.770.467 $+1.126.373 $
+5,0 %
22.644.094 $-744.385 $
-3,2 %
DARDEN RESTAURANTS INCDRI22.560.852 $-777.284 $
-3,3 %
23.338.136 $+865.429 $
+3,9 %
22.472.707 $+720.235 $
+3,3 %
GENERAL DYNAMICS CORPGD22.455.222 $-289.478 $
-1,3 %
22.744.700 $+8.657.522 $
+61,5 %
14.087.178 $+2.475.270 $
+21,3 %
ELI LILLY & CoLLY22.488.754 $+7.404.244 $
+49,1 %
15.084.510 $+7.713.274 $
+104,6 %
7.371.236 $+7.371.236 $
3M COMMM21.796.174 $+992.122 $
+4,8 %
20.804.052 $+368.268 $
+1,8 %
20.435.784 $+2.500.213 $
+13,9 %
AMERICAN EXPRESS COAXP20.968.766 $+3.092.911 $
+17,3 %
17.875.855 $+559.069 $
+3,2 %
17.316.786 $+2.870.415 $
+19,9 %
NVIDIA CORPNVDA20.302.950 $+858.142 $
+4,4 %
19.444.808 $+2.879.083 $
+17,4 %
16.565.725 $+4.981.529 $
+43,0 %
Duke Energy CORPDUK18.786.653 $-1.048.245 $
-5,3 %
19.834.898 $+2.137.022 $
+12,1 %
17.697.876 $+1.569.539 $
+9,7 %
GENUINE PARTS COGPC17.093.776 $-2.174.257 $
-11,3 %
19.268.033 $+2.438.575 $
+14,5 %
16.829.458 $+2.326.427 $
+16,0 %
EMERSON ELECTRIC COEMR18.527.712 $+214.984 $
+1,2 %
18.312.728 $-300.140 $
-1,6 %
18.612.868 $+5.116.184 $
+37,9 %
DEERE & CODE15.969.051 $+264.456 $
+1,7 %
15.704.595 $-1.685.763 $
-9,7 %
17.390.358 $+3.262.923 $
+23,1 %
ALPHA PRO TECH LTDAPT16.793.170 $+4.229.910 $
+33,7 %
12.563.260 $+3.403.266 $
+37,2 %
9.159.994 $+1.186.249 $
+14,9 %
PRICE T ROWE GROUP INCTROW15.827.948 $-337.852 $
-2,1 %
16.165.800 $+667.900 $
+4,3 %
15.497.900 $-1.027.124 $
-6,2 %
CHEVRON CORPCVX15.240.238 $-293.265 $
-1,9 %
15.533.503 $+3.894.017 $
+33,5 %
11.639.486 $-319.574 $
-2,7 %
Mastercard IncMA14.107.016 $+819.046 $
+6,2 %
13.287.970 $+87.999 $
+0,7 %
13.199.971 $+3.761.345 $
+39,9 %
Zoetis Inc.ZTS13.112.457 $+2.224.786 $
+20,4 %
10.887.671 $-940.981 $
-8,0 %
11.828.652 $+1.708.110 $
+16,9 %
TARGET CORPTGT11.221.700 $-256.491 $
-2,2 %
11.478.191 $-1.117.836 $
-8,9 %
12.596.027 $+585.861 $
+4,9 %
HUBBELL INCHUBB12.225.016 $+1.016.301 $
+9,1 %
11.208.715 $+11.208.715 $
REINSURANCE GROUP OF AMERICA INCRGA11.460.902 $+1.222.102 $
+11,9 %
10.238.800 $-474.822 $
-4,4 %
10.713.622 $+146.393 $
+1,4 %
INTEL CORPINTC11.231.770 $+1.411.786 $
+14,4 %
9.819.984 $+3.044.006 $
+44,9 %
6.775.978 $-15.629 $
-0,2 %
FACTSET RESEARCH SYSTEMS INCFDS6.674.950 $+757.213 $
+12,8 %
5.917.737 $-3.437.571 $
-36,7 %
9.355.308 $+1.860.113 $
+24,8 %
SHERWIN WILLIAMS COSHW7.706.405 $-59.861 $
-0,8 %
7.766.266 $+7.766.266 $
TotalEnergies SETTE7.191.040 $+583.797 $
+8,8 %
MURPHY OIL CORPMUR5.385.060 $-1.435.598 $
-21,0 %
LIQUIDITY SERVICES INCLQDT3.784.779 $+1.489.107 $
+64,9 %
2.295.672 $+372.544 $
+19,4 %
1.923.128 $+581.387 $
+43,3 %
SMITH A O CORPAOS3.043.776 $+690.398 $
+29,3 %
2.353.378 $+301.562 $
+14,7 %
2.051.816 $+851.806 $
+71,0 %
PAR TECHNOLOGY CORPPAR2.343.507 $+1.756.615 $
+299,3 %
586.892 $-434.373 $
-42,5 %
1.021.265 $+94.786 $
+10,2 %
ZEBRA TECHNOLOGIES CORPZBRA2.295.377 $+1.364.078 $
+146,5 %
931.299 $-15.366 $
-1,6 %
946.665 $+946.665 $
TORO COTTC2.038.533 $+693.374 $
+51,5 %
1.345.159 $+133.350 $
+11,0 %
1.211.809 $+568.481 $
+88,4 %
Avery Dennison CorpAVY1.792.609 $+1.329.127 $
+286,8 %
463.482 $-28.185 $
-5,7 %
491.667 $+491.667 $
BIO-TECHNE CorpTECH953.251 $+338.373 $
+55,0 %
614.878 $+614.878 $
ALIGN TECHNOLOGY INCALGN940.491 $+940.491 $
COCA COLA COKO888.416 $-4.715 $
-0,5 %
893.131 $+114.386 $
+14,7 %
778.745 $-9.576 $
-1,2 %
NATIONAL BEVERAGE CORPFIZZ542.186 $+268.230 $
+97,9 %
SOUTHERN COSO387.778 $-33.664 $
-8,0 %
421.442 $+3.891 $
+0,9 %
417.551 $-75.945 $
-15,4 %
AMAZON COM INCAMZN310.453 $+310.453 $
AbbVie Inc.ABBV243.113 $-32.188 $
-11,7 %
275.301 $+63.509 $
+30,0 %
211.792 $-27.270 $
-11,4 %
Sunoco LPSUN255.918 $+11.719 $
+4,8 %
244.199 $-17.481 $
-6,7 %
261.680 $-21.827 $
-7,7 %
ISHARES GOLD TRUSTIAU223.218 $+23.100 $
+11,5 %
200.118 $+200.118 $
MCKESSON CORPMCK214.998 $+12.701 $
+6,3 %
202.297 $+202.297 $
FLOWERS FOODS INCFLO111.999 $-22.338 $
-16,6 %
134.337 $-30.161 $
-18,3 %
164.498 $-31.191 $
-15,9 %
Willis Investment Counsel3.762 $-142 $
-3,6 %
3.904 $+72 $
+1,9 %
3.832 $+356 $
+10,2 %
GRAYBILL WEALTH MANAGEMENT, LTD.10 $+10 $
MAI Capital Management1 $+0 $
+0,0 %
1 $+0 $
+0,0 %
1 $+0 $
+0,0 %
1.916.828.808 $+101.246.381 $
+17,4 %
1.815.582.437 $+132.396.481 $
+8,2 %
1.696.304.242 $+222.153.851 $
+14,9 %
Erweitert ×