Investments: Mechanics Bank Trust Department

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 (%)
651.430.673 $+49.980.890 $
-2,2 %
603.089.658 $+603.089.658 $
BANK OF AMERICA CORP /DE/BAC312.568.197 $+2.825.816 $
+0,9 %
309.742.381 $+309.742.381 $
Mechanics BancorpMCHB50.081.869 $+50.081.869 $
ALPHA PRO TECH LTDAPT43.082.306 $+8.860.195 $
+25,9 %
34.222.111 $+34.222.111 $
APPFOLIO INCAPPF35.281.990 $-7.172.431 $
-16,9 %
42.454.421 $+42.454.421 $
MICROSOFT CORPMSFT34.640.248 $-2.491.068 $
-6,7 %
37.131.316 $+37.131.316 $
ORACLE CORPORCL11.141.834 $-4.795.754 $
-30,1 %
15.937.588 $+15.937.588 $
NVIDIA CORPNVDA14.300.820 $+708.654 $
+5,2 %
13.592.166 $+13.592.166 $
AMAZON COM INCAMZN13.056.793 $+695.661 $
+5,6 %
12.361.132 $+12.361.132 $
JPMORGAN CHASE & COJPM12.164.126 $+201.129 $
+1,7 %
11.962.997 $+11.962.997 $
EXXON MOBIL CORPXOM10.314.581 $+1.331.902 $
+14,8 %
8.982.679 $+8.982.679 $
BERKSHIRE HATHAWAY INCBRK-B9.612.678 $-54.006 $
-0,6 %
9.666.684 $+9.666.684 $
MCDONALDS CORPMCD8.445.167 $+479.604 $
+6,0 %
7.965.563 $+7.965.563 $
JOHNSON & JOHNSONJNJ8.135.825 $+670.446 $
+9,0 %
7.465.379 $+7.465.379 $
Walmart Inc.WMT7.206.666 $+306.491 $
+4,4 %
6.900.175 $+6.900.175 $
CHEVRON CORPCVX6.111.183 $-841.460 $
-12,1 %
6.952.643 $+6.952.643 $
PROCTER & GAMBLE CoPG5.041.931 $-853.772 $
-14,5 %
5.895.703 $+5.895.703 $
ELI LILLY & CoLLY5.303.545 $+1.329.078 $
+33,4 %
3.974.467 $+3.974.467 $
MCKESSON CORPMCK3.645.368 $+559.072 $
+18,1 %
3.086.296 $+3.086.296 $
PEPSICO INCPEP3.294.213 $-137.017 $
-4,0 %
3.431.230 $+3.431.230 $
COCA COLA COKO3.319.885 $+70.339 $
+2,2 %
3.249.546 $+3.249.546 $
GOLDMAN SACHS GROUP INCGS3.275.154 $+298.399 $
+10,0 %
2.976.755 $+2.976.755 $
STRYKER CORPSYK3.002.255 $-46.412 $
-1,5 %
3.048.667 $+3.048.667 $
AbbVie Inc.ABBV3.030.462 $+213.084 $
+7,6 %
2.817.378 $+2.817.378 $
BlackRock, Inc.BLK2.659.178 $-225.592 $
-7,8 %
2.884.770 $+2.884.770 $
NETFLIX INCNFLX2.413.569 $-443.457 $
-15,5 %
2.857.026 $+2.857.026 $
Mastercard IncMA2.494.174 $+70.476 $
+2,9 %
2.423.698 $+2.423.698 $
UNITEDHEALTH GROUP INCUNH1.693.134 $-608.635 $
-26,4 %
2.301.769 $+2.301.769 $
ENBRIDGE INCENB2.104.136 $-181.802 $
-8,0 %
2.285.938 $+2.285.938 $
SOUTHERN COSO2.014.494 $-204.734 $
-9,2 %
2.219.228 $+2.219.228 $
Palo Alto Networks IncPANW1.931.521 $-94.090 $
-4,6 %
2.025.611 $+2.025.611 $
YUM BRANDS INCYUM1.755.906 $-53.198 $
-2,9 %
1.809.104 $+1.809.104 $
PAYCHEX INCPAYX1.555.375 $-205.321 $
-11,7 %
1.760.696 $+1.760.696 $
KLA CORPKLAC1.699.896 $+190.935 $
+12,7 %
1.508.961 $+1.508.961 $
Duke Energy CORPDUK1.552.680 $-132.052 $
-7,8 %
1.684.732 $+1.684.732 $
RTX CorpRTX1.464.082 $+126.615 $
+9,5 %
1.337.467 $+1.337.467 $
Walt Disney CoDIS1.332.359 $-102.326 $
-7,1 %
1.434.685 $+1.434.685 $
AMGEN INCAMGN1.398.594 $+133.774 $
+10,6 %
1.264.820 $+1.264.820 $
LAM RESEARCH CORPLRCX1.378.169 $+208.687 $
+17,8 %
1.169.482 $+1.169.482 $
CONOCOPHILLIPSCOP1.177.800 $-153.364 $
-11,5 %
1.331.164 $+1.331.164 $
PFIZER INCPFE1.129.189 $-157.372 $
-12,2 %
1.286.561 $+1.286.561 $
SPS COMMERCE INCSPSC1.242.035 $+57.254 $
+4,8 %
1.184.781 $+1.184.781 $
CATERPILLAR INCCAT1.203.026 $+186.698 $
+18,4 %
1.016.328 $+1.016.328 $
LINDE PLCLIN855.763 $-226.762 $
-20,9 %
1.082.525 $+1.082.525 $
MORGAN STANLEYMS974.816 $+101.967 $
+11,7 %
872.849 $+872.849 $
EMERSON ELECTRIC COEMR937.666 $+10.880 $
+1,2 %
926.786 $+926.786 $
Zoetis Inc.ZTS394.067 $-455.466 $
-53,6 %
849.533 $+849.533 $
GENERAL ELECTRIC COGE757.753 $+16.232 $
+2,2 %
741.521 $+741.521 $
CHIPOTLE MEXICAN GRILL INCCMG754.485 $+754.485 $
DEERE & CODE739.790 $+13.204 $
+1,8 %
726.586 $+726.586 $
TARGET CORPTGT690.700 $-26.092 $
-3,6 %
716.792 $+716.792 $
NEXTERA ENERGY INCNEE673.147 $+36.390 $
+5,7 %
636.757 $+636.757 $
SEMPRASRE599.930 $-11.484 $
-1,9 %
611.414 $+611.414 $
NICOLET BANKSHARES INCNIC528.537 $-55.172 $
-9,5 %
583.709 $+583.709 $
AMERICAN EXPRESS COAXP466.137 $+32.669 $
+7,5 %
433.468 $+433.468 $
STARBUCKS CORPSBUX333.723 $-97.144 $
-22,5 %
430.867 $+430.867 $
INTEL CORPINTC420.143 $+33.111 $
+8,6 %
387.032 $+387.032 $
BOSTON SCIENTIFIC CORPBSX391.030 $-9.350 $
-2,3 %
400.380 $+400.380 $
UNITED PARCEL SERVICE INCUPS372.457 $+14.532 $
+4,1 %
357.925 $+357.925 $
COMCAST CORPCMCSA322.512 $-45.730 $
-12,4 %
368.242 $+368.242 $
SHERWIN WILLIAMS COSHW343.471 $-23.564 $
-6,4 %
367.035 $+367.035 $
Public StoragePSA326.970 $-36.981 $
-10,2 %
363.951 $+363.951 $
LOCKHEED MARTIN CORPLMT356.935 $+356.935 $
Trane Technologies plcTT326.928 $-29.206 $
-8,2 %
356.134 $+356.134 $
Booking Holdings Inc.BKNG332.029 $-13.524 $
-3,9 %
345.553 $+345.553 $
ANALOG DEVICES INCADI339.271 $+31.901 $
+10,4 %
307.370 $+307.370 $
VERIZON COMMUNICATIONS INCVZ327.163 $+327.163 $
Eaton Corp plcETN275.511 $-48.215 $
-14,9 %
323.726 $+323.726 $
AUTOZONE INCAZO254.362 $-67.406 $
-20,9 %
321.768 $+321.768 $
HERSHEY COHSY304.816 $-8.492 $
-2,7 %
313.308 $+313.308 $
WELLTOWER INC.WELL306.070 $+12.318 $
+4,2 %
293.752 $+293.752 $
BROWN & BROWN, INC.BRO216.385 $-38.254 $
-15,0 %
254.639 $+254.639 $
MGIC INVESTMENT CORPMTG251.292 $+251.292 $
SYSCO CORPSYY220.996 $-30.058 $
-12,0 %
251.054 $+251.054 $
BOEING COBA217.988 $-3.021 $
-1,4 %
221.009 $+221.009 $
Allegion plcALLE201.292 $+201.292 $
651.430.673 $+49.980.890 $
-2,2 %
603.089.658 $+603.089.658 $
Erweitert ×