Investments: D.B. Root & Company, 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 (%)
273.229.493 $+11.592.918 $
+5,1 %
261.844.404 $+261.844.404 $
BANK OF AMERICA CORP /DE/BAC175.460.435 $+4.194.327 $
+2,4 %
171.266.108 $+171.266.108 $
MORGAN STANLEYMS14.171.896 $+4.591.273 $
+47,9 %
9.580.623 $+9.580.623 $
APPFOLIO INCAPPF10.717.210 $+14.040 $
+0,1 %
10.703.170 $+10.703.170 $
BARCLAYS PLCBCS8.241.569 $+391.673 $
+5,0 %
7.849.896 $+7.849.896 $
MICROSOFT CORPMSFT4.886.358 $-570.980 $
-10,5 %
5.457.338 $+5.457.338 $
NVIDIA CORPNVDA4.682.477 $-529.476 $
-10,2 %
5.211.953 $+5.211.953 $
SPS COMMERCE INCSPSC5.016.096 $+861.363 $
+20,7 %
4.154.733 $+4.154.733 $
AMAZON COM INCAMZN4.736.426 $+92.740 $
+2,0 %
4.643.686 $+4.643.686 $
ALPHA PRO TECH LTDAPT4.042.518 $+756.240 $
+23,0 %
3.286.278 $+3.286.278 $
Walmart Inc.WMT3.577.275 $+97.959 $
+2,8 %
3.479.316 $+3.479.316 $
BERKSHIRE HATHAWAY INCBRK-B2.654.314 $+46.512 $
+1,8 %
2.607.802 $+2.607.802 $
EXXON MOBIL CORPXOM1.852.027 $+152.398 $
+9,0 %
1.699.629 $+1.699.629 $
RHRH1.568.637 $-182.196 $
-10,4 %
1.750.833 $+1.750.833 $
Eaton Corp plcETN1.282.958 $-224.895 $
-14,9 %
1.507.853 $+1.507.853 $
STRYKER CORPSYK1.111.575 $-209.109 $
-15,8 %
1.320.684 $+1.320.684 $
JPMORGAN CHASE & COJPM1.281.742 $+2.575 $
+0,2 %
1.279.167 $+1.279.167 $
Mastercard IncMA1.181.722 $-81.036 $
-6,4 %
1.262.758 $+1.262.758 $
RTX CorpRTX1.261.425 $+70.872 $
+6,0 %
1.190.553 $+1.190.553 $
NICOLET BANKSHARES INCNIC1.034.506 $-198.862 $
-16,1 %
1.233.368 $+1.233.368 $
STARBUCKS CORPSBUX1.087.656 $-108.696 $
-9,1 %
1.196.352 $+1.196.352 $
GRACO INCGGG961.508 $-212.129 $
-18,1 %
1.173.637 $+1.173.637 $
Simpson Manufacturing Co., Inc.SSD1.007.250 $-156.430 $
-13,4 %
1.163.680 $+1.163.680 $
CSX CORPCSX882.760 $-275.576 $
-23,8 %
1.158.336 $+1.158.336 $
CUMMINS INCCMI1.098.999 $+192.593 $
+21,2 %
906.406 $+906.406 $
COCA COLA COKO996.034 $-76.419 $
-7,1 %
1.072.453 $+1.072.453 $
MCDONALDS CORPMCD1.034.593 $+6.802 $
+0,7 %
1.027.791 $+1.027.791 $
LOCKHEED MARTIN CORPLMT877.520 $-23.914 $
-2,7 %
901.434 $+901.434 $
ELI LILLY & CoLLY880.291 $+408.671 $
+86,7 %
471.620 $+471.620 $
CHEVRON CORPCVX846.253 $-7.139 $
-0,8 %
853.392 $+853.392 $
MICRON TECHNOLOGY INCMU747.489 $+467.730 $
+167,2 %
279.759 $+279.759 $
FACTSET RESEARCH SYSTEMS INCFDS726.926 $-3.051 $
-0,4 %
729.977 $+729.977 $
UNITEDHEALTH GROUP INCUNH461.164 $-246.701 $
-34,9 %
707.865 $+707.865 $
JOHNSON & JOHNSONJNJ665.758 $+65.739 $
+11,0 %
600.019 $+600.019 $
TORO COTTC664.476 $+18.833 $
+2,9 %
645.643 $+645.643 $
PALATIN TECHNOLOGIES INCPTNT635.279 $-14.866 $
-2,3 %
650.145 $+650.145 $
PEPSICO INCPEP647.706 $+25.276 $
+4,1 %
622.430 $+622.430 $
ORACLE CORPORCL311.076 $-256.748 $
-45,2 %
567.824 $+567.824 $
Duke Energy CORPDUK557.971 $+21.090 $
+3,9 %
536.881 $+536.881 $
CATERPILLAR INCCAT517.874 $+91.779 $
+21,5 %
426.095 $+426.095 $
VERIZON COMMUNICATIONS INCVZ481.600 $-34.627 $
-6,7 %
516.227 $+516.227 $
SYSCO CORPSYY450.471 $-54.031 $
-10,7 %
504.502 $+504.502 $
PROCTER & GAMBLE CoPG472.350 $-5.809 $
-1,2 %
478.159 $+478.159 $
ENVIRI CorpNVRI464.630 $+135.604 $
+41,2 %
329.026 $+329.026 $
SEMPRASRE409.136 $-7.111 $
-1,7 %
416.247 $+416.247 $
GOLDMAN SACHS GROUP INCGS414.888 $+42.993 $
+11,6 %
371.895 $+371.895 $
NETFLIX INCNFLX388.541 $-21.490 $
-5,2 %
410.031 $+410.031 $
Trane Technologies plcTT402.433 $+16.340 $
+4,2 %
386.093 $+386.093 $
ADVANCED MICRO DEVICES INCAMD382.490 $+130.745 $
+51,9 %
251.745 $+251.745 $
CITIGROUP INCC372.358 $+57.302 $
+18,2 %
315.056 $+315.056 $
PAYCHEX INCPAYX306.027 $-42.056 $
-12,1 %
348.083 $+348.083 $
Constellation Energy CorpCEG287.562 $-52.367 $
-15,4 %
339.929 $+339.929 $
BlackRock, Inc.BLK338.086 $+338.086 $
Bloom Energy CorpBE329.574 $+329.574 $
INTUITIVE SURGICAL INCISRG277.516 $-48.515 $
-14,9 %
326.031 $+326.031 $
ISHARES GOLD TRUSTIAU300.897 $+31.139 $
+11,5 %
269.758 $+269.758 $
PACCAR INCPCAR297.865 $+40.268 $
+15,6 %
257.597 $+257.597 $
AbbVie Inc.ABBV273.274 $+6.540 $
+2,5 %
266.734 $+266.734 $
ALBEMARLE CORPALB254.875 $+254.875 $
SCHWAB CHARLES CORPSCHW239.384 $+10.351 $
+4,5 %
229.033 $+229.033 $
RAYMOND JAMES FINANCIAL INCRJF237.313 $+237.313 $
LAM RESEARCH CORPLRCX227.156 $+227.156 $
ENBRIDGE INCENB224.131 $-2.233 $
-1,0 %
226.364 $+226.364 $
KITE REALTY GROUP TRUSTKRG224.503 $+7.925 $
+3,7 %
216.578 $+216.578 $
AMGEN INCAMGN213.079 $+213.079 $
ASTRAZENECA PLCAZN208.130 $+208.130 $
HDFC BANK LTDHDB207.829 $+207.829 $
UNITED PARCEL SERVICE INCUPS204.232 $+204.232 $
Nu Holdings Ltd.NU177.243 $+177.243 $
273.229.493 $+11.592.918 $
+5,1 %
261.844.404 $+261.844.404 $
Erweitert ×