Investments: W.G. Shaheen & Associates DBA Whitney & Co

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 (%)
1.175.201.246 $+143.951.023 $
+59,1 %
1.022.632.922 $+84.315.467 $
+4,6 %
938.732.922 $+76.424.959 $
+6,5 %
BANK OF AMERICA CORP /DE/BAC460.701.065 $+18.265.164 $
+4,1 %
442.435.901 $+29.810.398 $
+7,2 %
412.625.503 $+32.757.664 $
+8,6 %
APPFOLIO INCAPPF154.883.593 $+14.298.822 $
+10,2 %
140.584.771 $+26.338.743 $
+23,1 %
114.246.028 $-9.551.359 $
-7,7 %
ALPHA PRO TECH LTDAPT85.611.414 $+26.050.832 $
+43,7 %
59.560.582 $+16.109.300 $
+37,1 %
43.451.282 $+5.109.936 $
+13,3 %
MICROSOFT CORPMSFT60.830.845 $+4.029.373 $
+7,1 %
56.801.472 $+1.834.319 $
+3,3 %
54.967.153 $+13.347.094 $
+32,1 %
NVIDIA CORPNVDA36.078.629 $+3.787.402 $
+11,7 %
32.291.227 $+5.114.963 $
+18,8 %
27.176.264 $+12.364.996 $
+83,5 %
AMAZON COM INCAMZN34.701.298 $+4.357.922 $
+14,4 %
30.343.376 $+522 $
+0,0 %
30.342.854 $+4.128.381 $
+15,7 %
JPMORGAN CHASE & COJPM32.077.184 $+3.583.913 $
+12,6 %
28.493.271 $+1.678.729 $
+6,3 %
26.814.542 $+3.829.813 $
+16,7 %
BERKSHIRE HATHAWAY INCBRK-B27.390.817 $+4.429.934 $
+19,3 %
22.960.883 $+760.715 $
+3,4 %
22.200.168 $-2.106.039 $
-8,7 %
SCHWAB CHARLES CORPSCHW24.876.383 $+2.121.974 $
+9,3 %
22.754.409 $+1.041.206 $
+4,8 %
21.713.203 $+3.163.979 $
+17,1 %
RTX CorpRTX22.083.949 $+1.982.731 $
+9,9 %
20.101.218 $+2.480.686 $
+14,1 %
17.620.532 $+1.675.558 $
+10,5 %
ELI LILLY & CoLLY19.629.556 $+12.479.410 $
+174,5 %
7.150.146 $+4.916 $
+0,1 %
7.145.230 $-55.081 $
-0,8 %
Booking Holdings Inc.BKNG16.978.678 $-79.878 $
-0,5 %
17.058.556 $-1.382.559 $
-7,5 %
18.441.115 $+3.491.356 $
+23,4 %
RYANAIR HOLDINGS PLCRYAAY15.408.904 $+2.477.385 $
+19,2 %
12.931.519 $+466.595 $
+3,7 %
12.464.924 $+1.004.264 $
+8,8 %
LAM RESEARCH CORPLRCX15.023.017 $+3.288.648 $
+28,0 %
11.734.369 $+3.096.119 $
+35,8 %
8.638.250 $+2.230.763 $
+34,8 %
Edwards Lifesciences CorpEW14.567.293 $+1.378.823 $
+10,5 %
13.188.470 $+35.660 $
+0,3 %
13.152.810 $+1.072.206 $
+8,9 %
ASML HOLDING NVASML13.873.468 $+1.407.188 $
+11,3 %
12.466.280 $+2.226.801 $
+21,7 %
10.239.479 $+1.883.012 $
+22,5 %
RESMED INCRMD11.797.949 $-1.759.287 $
-13,0 %
13.557.236 $-253.787 $
-1,8 %
13.811.023 $+2.061.637 $
+17,5 %
CAMECO CORPCCJ11.996.688 $+1.037.047 $
+9,5 %
10.959.641 $+1.231.782 $
+12,7 %
9.727.859 $+385.723 $
+4,1 %
PAYCHEX INCPAYX11.960.588 $+5.086.569 $
+74,0 %
6.874.019 $-1.044.912 $
-13,2 %
7.918.931 $-601.431 $
-7,1 %
STRYKER CORPSYK9.238.366 $-404.797 $
-4,2 %
9.643.163 $-2.291.719 $
-19,2 %
11.934.882 $+750.292 $
+6,7 %
CHEVRON CORPCVX10.668.306 $+182.333 $
+1,7 %
10.485.973 $+948.393 $
+9,9 %
9.537.580 $+4.169.285 $
+77,7 %
COPART INCCPRT9.572.684 $+9.572.684 $
Medtronic plcMDT4.201.478 $+1.066.971 $
+34,0 %
3.134.507 $-5.769.197 $
-64,8 %
8.903.704 $-237.640 $
-2,6 %
NICOLET BANKSHARES INCNIC5.115.677 $-3.223.919 $
-38,7 %
8.339.596 $-253.403 $
-2,9 %
8.592.999 $+757.732 $
+9,7 %
HERSHEY COHSY5.091.038 $-1.056.807 $
-17,2 %
6.147.845 $+518.217 $
+9,2 %
5.629.628 $-207.412 $
-3,6 %
JOHNSON & JOHNSONJNJ5.115.188 $+3.388.112 $
+196,2 %
1.727.076 $+289.027 $
+20,1 %
1.438.049 $-241.810 $
-14,4 %
SPS COMMERCE INCSPSC5.058.897 $+3.667.943 $
+263,7 %
1.390.954 $+193.277 $
+16,1 %
1.197.677 $+94.389 $
+8,6 %
AbbVie Inc.ABBV4.242.863 $+2.506.313 $
+144,3 %
1.736.550 $+344.400 $
+24,7 %
1.392.150 $-179.250 $
-11,4 %
PROCTER & GAMBLE CoPG3.320.476 $+2.082.148 $
+168,1 %
1.238.328 $-111.098 $
-8,2 %
1.349.426 $-111.058 $
-7,6 %
ORACLE CORPORCL2.853.112 $-323.134 $
-10,2 %
3.176.246 $+628.393 $
+24,7 %
2.547.853 $+904.565 $
+55,0 %
AMGEN INCAMGN3.111.846 $+553.326 $
+21,6 %
2.558.520 $+27.108 $
+1,1 %
2.531.412 $-297.879 $
-10,5 %
COCA COLA COKO2.521.311 $-5.890.344 $
-70,0 %
Eaton Corp plcETN2.503.170 $+2.503.170 $
BlackRock, Inc.BLK2.136.975 $+65.145 $
+3,1 %
2.071.830 $-183.085 $
-8,1 %
2.254.915 $+168.917 $
+8,1 %
MICRON TECHNOLOGY INCMU2.187.058 $+985.121 $
+82,0 %
1.201.937 $+264.749 $
+28,2 %
937.188 $-5.797.691 $
-86,1 %
GENERAL DYNAMICS CORPGD2.140.821 $+2.140.821 $
MCDONALDS CORPMCD2.115.265 $+1.422.092 $
+205,2 %
693.173 $+26.733 $
+4,0 %
666.440 $-46.076 $
-6,5 %
SYSCO CORPSYY1.810.610 $+1.345.389 $
+289,2 %
465.221 $+37.290 $
+8,7 %
427.931 $+3.955 $
+0,9 %
PEPSICO INCPEP1.796.667 $+1.568.452 $
+687,3 %
228.215 $-36.393 $
-13,8 %
264.608 $-35.872 $
-11,9 %
EXXON MOBIL CORPXOM1.768.584 $+576.979 $
+48,4 %
1.191.605 $+46.925 $
+4,1 %
1.144.680 $-133.051 $
-10,4 %
AMERICAN EXPRESS COAXP1.722.857 $+1.722.857 $
STARBUCKS CORPSBUX1.720.747 $+1.720.747 $
CVS HEALTH CorpCVS1.688.384 $+1.688.384 $
INTUITIVE SURGICAL INCISRG1.425.528 $+1.162.110 $
+441,2 %
263.418 $-55.564 $
-17,4 %
318.982 $-57.423 $
-15,3 %
GOLDMAN SACHS GROUP INCGS1.157.643 $+1.157.643 $
ISHARES GOLD TRUSTIAU929.295 $+74.655 $
+8,7 %
854.640 $+4.430 $
+0,5 %
850.210 $+72.474 $
+9,3 %
TARGET CORPTGT698.228 $+698.228 $
IREN LtdIREN686.659 $+686.659 $
UNITED PARCEL SERVICE INCUPS618.665 $+212.626 $
+52,4 %
406.039 $-84.630 $
-17,2 %
490.669 $-81.719 $
-14,3 %
Phillips 66PSX618.489 $+292.585 $
+89,8 %
325.904 $+40.061 $
+14,0 %
285.843 $-10.015 $
-3,4 %
NEXTERA ENERGY INCNEE606.756 $+606.756 $
Walt Disney CoDIS491.600 $+491.600 $
MCKESSON CORPMCK433.113 $+25.212 $
+6,2 %
407.901 $+20.993 $
+5,4 %
386.908 $+31.569 $
+8,9 %
NETFLIX INCNFLX430.358 $+40.709 $
+10,4 %
389.649 $-12.090 $
-3,0 %
401.739 $+121.980 $
+43,6 %
CONOCOPHILLIPSCOP427.395 $+427.395 $
INTEL CORPINTC413.280 $+33.410 $
+8,8 %
379.870 $+55.014 $
+16,9 %
324.856 $-4.496 $
-1,4 %
SEMPRASRE365.256 $-31.286 $
-7,9 %
396.542 $+47.470 $
+13,6 %
349.072 $+20.316 $
+6,2 %
PALATIN TECHNOLOGIES INCPTNT334.742 $-10.619 $
-3,1 %
345.361 $+55.242 $
+19,0 %
290.119 $+290.119 $
SPIRE INCSR322.530 $+4.602 $
+1,4 %
317.928 $+33.267 $
+11,7 %
284.661 $-20.514 $
-6,7 %
REALTY INCOME CORPO279.032 $-40.116 $
-12,6 %
319.148 $-588 $
-0,2 %
319.736 $-2.220 $
-0,7 %
CONSOLIDATED EDISON INCED287.631 $+287.631 $
SOUTHERN COSO265.960 $+265.960 $
Palo Alto Networks IncPANW264.327 $+264.327 $
PFIZER INCPFE260.622 $+260.622 $
BARRICK MINING CORPB252.677 $+252.677 $
3M COMMM248.284 $+42.638 $
+20,7 %
205.646 $+205.646 $
DOLLAR GENERAL CORPDG236.729 $+236.729 $
Mastercard IncMA229.208 $+831 $
+0,4 %
228.377 $+2.758 $
+1,2 %
225.619 $+5.549 $
+2,5 %
SHERWIN WILLIAMS COSHW213.860 $-14.672 $
-6,4 %
228.532 $+1.914 $
+0,8 %
226.618 $-3.847 $
-1,7 %
Duke Energy CORPDUK226.790 $+226.790 $
GENERAL ELECTRIC COGE210.384 $+210.384 $
Accenture plcACN209.821 $-10.479 $
-4,8 %
Amcor plcAMCR92.507 $+979 $
+1,1 %
91.528 $-22.623 $
-19,8 %
114.151 $+114.151 $
1.175.201.246 $+143.951.023 $
+59,1 %
1.022.632.922 $+84.315.467 $
+4,6 %
938.732.922 $+76.424.959 $
+6,5 %
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