Investments: PKS Advisory Services, LLC

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 (%)
344.077.683 $-47.104.326 $
+1,3 %
391.182.009 $+391.182.009 $
BANK OF AMERICA CORP /DE/BAC266.265.761 $-51.592.346 $
-16,2 %
317.858.107 $+317.858.107 $
APPFOLIO INCAPPF15.957.375 $+894.821 $
+5,9 %
15.062.554 $+15.062.554 $
ALPHA PRO TECH LTDAPT6.679.088 $+1.623.912 $
+32,1 %
5.055.176 $+5.055.176 $
NVIDIA CORPNVDA5.847.871 $+258.749 $
+4,6 %
5.589.122 $+5.589.122 $
BlackRock, Inc.BLK4.995.660 $+1.792.864 $
+56,0 %
3.202.796 $+3.202.796 $
MICROSOFT CORPMSFT4.343.984 $-238.081 $
-5,2 %
4.582.065 $+4.582.065 $
AMAZON COM INCAMZN4.577.553 $+260.902 $
+6,0 %
4.316.651 $+4.316.651 $
Bank of New York Mellon CorpBK3.105.579 $+173.597 $
+5,9 %
2.931.982 $+2.931.982 $
SPS COMMERCE INCSPSC2.589.479 $+25.967 $
+1,0 %
2.563.512 $+2.563.512 $
BERKSHIRE HATHAWAY INCBRK-B2.115.770 $-152.709 $
-6,7 %
2.268.479 $+2.268.479 $
EXXON MOBIL CORPXOM2.090.391 $+203.942 $
+10,8 %
1.886.449 $+1.886.449 $
JPMORGAN CHASE & COJPM1.747.167 $+19.099 $
+1,1 %
1.728.068 $+1.728.068 $
MORGAN STANLEYMS915.068 $-437.829 $
-32,4 %
1.352.897 $+1.352.897 $
MCDONALDS CORPMCD1.213.851 $+15.897 $
+1,3 %
1.197.954 $+1.197.954 $
RTX CorpRTX1.084.579 $+72.821 $
+7,2 %
1.011.758 $+1.011.758 $
Walt Disney CoDIS883.325 $-195.757 $
-18,1 %
1.079.082 $+1.079.082 $
GENERAL ELECTRIC COGE986.548 $+13.686 $
+1,4 %
972.862 $+972.862 $
CVS HEALTH CorpCVS947.320 $+43.057 $
+4,8 %
904.263 $+904.263 $
VERIZON COMMUNICATIONS INCVZ758.631 $-172.488 $
-18,5 %
931.119 $+931.119 $
WILLIAMS SONOMA INCWSM754.543 $-129.868 $
-14,7 %
884.411 $+884.411 $
AbbVie Inc.ABBV795.770 $-4.473 $
-0,6 %
800.243 $+800.243 $
ADVANCED MICRO DEVICES INCAMD796.585 $+189.293 $
+31,2 %
607.292 $+607.292 $
MICRON TECHNOLOGY INCMU752.159 $+230.822 $
+44,3 %
521.337 $+521.337 $
AT&T INC.T466.616 $-281.424 $
-37,6 %
748.040 $+748.040 $
Walmart Inc.WMT734.057 $+53.642 $
+7,9 %
680.415 $+680.415 $
ELI LILLY & CoLLY696.767 $+114.001 $
+19,6 %
582.766 $+582.766 $
ORACLE CORPORCL648.469 $-17.457 $
-2,6 %
665.926 $+665.926 $
CUMMINS INCCMI663.903 $+92.638 $
+16,2 %
571.265 $+571.265 $
BARCLAYS PLCBCS660.239 $+250.984 $
+61,3 %
409.255 $+409.255 $
Eaton Corp plcETN553.436 $-94.547 $
-14,6 %
647.983 $+647.983 $
PALATIN TECHNOLOGIES INCPTNT525.927 $-117.250 $
-18,2 %
643.177 $+643.177 $
TELEDYNE TECHNOLOGIES INCTDY557.717 $-82.239 $
-12,9 %
639.956 $+639.956 $
STRYKER CORPSYK592.351 $-30.526 $
-4,9 %
622.877 $+622.877 $
NEXTERA ENERGY INCNEE610.271 $+12.865 $
+2,2 %
597.406 $+597.406 $
NETFLIX INCNFLX501.428 $-107.623 $
-17,7 %
609.051 $+609.051 $
AMGEN INCAMGN554.192 $+72.471 $
+15,0 %
481.721 $+481.721 $
LOCKHEED MARTIN CORPLMT554.110 $+55.553 $
+11,1 %
498.557 $+498.557 $
GOLDMAN SACHS GROUP INCGS518.710 $+80.768 $
+18,4 %
437.942 $+437.942 $
AFLAC INCAFL485.419 $-19.202 $
-3,8 %
504.621 $+504.621 $
INTEL CORPINTC460.471 $-35.381 $
-7,1 %
495.852 $+495.852 $
JOHNSON & JOHNSONJNJ467.679 $+39.274 $
+9,2 %
428.405 $+428.405 $
CHEVRON CORPCVX322.624 $-109.575 $
-25,4 %
432.199 $+432.199 $
Accenture plcACN404.855 $+13.407 $
+3,4 %
391.448 $+391.448 $
BOEING COBA399.293 $+12.085 $
+3,1 %
387.208 $+387.208 $
PROCTER & GAMBLE CoPG286.624 $-63.898 $
-18,2 %
350.522 $+350.522 $
CATERPILLAR INCCAT296.355 $+42.685 $
+16,8 %
253.670 $+253.670 $
PFIZER INCPFE238.569 $-57.631 $
-19,5 %
296.200 $+296.200 $
UNITEDHEALTH GROUP INCUNH238.148 $-39.031 $
-14,1 %
277.179 $+277.179 $
REALTY INCOME CORPO270.807 $+13.243 $
+5,1 %
257.564 $+257.564 $
CARDINAL HEALTH INCCAH265.694 $+265.694 $
SOUTHERN COSO238.441 $-21.566 $
-8,3 %
260.007 $+260.007 $
CINTAS CORPCTAS206.469 $-32.914 $
-13,7 %
239.383 $+239.383 $
PEPSICO INCPEP234.449 $+403 $
+0,2 %
234.046 $+234.046 $
Otis Worldwide CorpOTIS219.536 $-9.653 $
-4,2 %
229.189 $+229.189 $
344.077.683 $-47.104.326 $
+1,3 %
391.182.009 $+391.182.009 $
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