Investments: JGP Wealth Management, 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 (%)
923.460.803 $+41.424.370 $
+5,1 %
883.077.714 $+883.077.714 $
BANK OF AMERICA CORP /DE/BAC488.541.352 $+25.223.865 $
+5,4 %
463.317.487 $+463.317.487 $
APPFOLIO INCAPPF63.000.877 $+6.474.441 $
+11,5 %
56.526.436 $+56.526.436 $
KLA CORPKLAC48.785.986 $+1.987.141 $
+4,2 %
46.798.845 $+46.798.845 $
MICROSOFT CORPMSFT38.592.182 $-609.389 $
-1,6 %
39.201.571 $+39.201.571 $
JPMORGAN CHASE & COJPM26.332.780 $+1.274.419 $
+5,1 %
25.058.361 $+25.058.361 $
ANALOG DEVICES INCADI21.611.267 $+2.533.035 $
+13,3 %
19.078.232 $+19.078.232 $
RTX CorpRTX16.131.800 $+1.314.544 $
+8,9 %
14.817.256 $+14.817.256 $
QUEST DIAGNOSTICS INCDGX14.152.585 $-725.772 $
-4,9 %
14.878.357 $+14.878.357 $
Walmart Inc.WMT14.211.414 $+1.393.218 $
+10,9 %
12.818.196 $+12.818.196 $
AMGEN INCAMGN13.999.819 $+1.285.347 $
+10,1 %
12.714.472 $+12.714.472 $
NEXTERA ENERGY INCNEE13.550.061 $+80.404 $
+0,6 %
13.469.657 $+13.469.657 $
BlackRock, Inc.BLK12.435.730 $+3.833.325 $
+44,6 %
8.602.405 $+8.602.405 $
NVIDIA CORPNVDA10.894.314 $+3.140.991 $
+40,5 %
7.753.323 $+7.753.323 $
PAYCHEX INCPAYX8.835.387 $-857.456 $
-8,8 %
9.692.843 $+9.692.843 $
AFLAC INCAFL8.923.646 $+104.362 $
+1,2 %
8.819.284 $+8.819.284 $
JOHNSON & JOHNSONJNJ8.819.917 $+1.003.264 $
+12,8 %
7.816.653 $+7.816.653 $
NICOLET BANKSHARES INCNIC7.382.884 $-1.278.394 $
-14,8 %
8.661.278 $+8.661.278 $
POOL CORPPOOL2.291.118 $-5.577.550 $
-70,9 %
7.868.668 $+7.868.668 $
WILLIAMS SONOMA INCWSM7.228.445 $-279.937 $
-3,7 %
7.508.382 $+7.508.382 $
ALPHA PRO TECH LTDAPT7.444.728 $+1.649.346 $
+28,5 %
5.795.382 $+5.795.382 $
PROCTER & GAMBLE CoPG7.087.677 $-176.313 $
-2,4 %
7.263.990 $+7.263.990 $
Medtronic plcMDT7.157.242 $+90.740 $
+1,3 %
7.066.502 $+7.066.502 $
MORGAN STANLEYMS6.011.823 $+78.396 $
+1,3 %
5.933.427 $+5.933.427 $
PEPSICO INCPEP5.691.086 $+311.966 $
+5,8 %
5.379.120 $+5.379.120 $
AMAZON COM INCAMZN5.513.403 $+325.852 $
+6,3 %
5.187.551 $+5.187.551 $
ORACLE CORPORCL3.464.797 $-1.512.450 $
-30,4 %
4.977.247 $+4.977.247 $
FACTSET RESEARCH SYSTEMS INCFDS910.041 $-3.308.038 $
-78,4 %
4.218.079 $+4.218.079 $
AbbVie Inc.ABBV3.876.893 $-161.529 $
-4,0 %
4.038.422 $+4.038.422 $
STRYKER CORPSYK3.553.874 $-126.229 $
-3,4 %
3.680.103 $+3.680.103 $
MCDONALDS CORPMCD2.159.123 $-10.509 $
-0,5 %
2.169.632 $+2.169.632 $
CUMMINS INCCMI2.156.141 $+368.247 $
+20,6 %
1.787.894 $+1.787.894 $
LOCKHEED MARTIN CORPLMT1.983.596 $-118.053 $
-5,6 %
2.101.649 $+2.101.649 $
EXXON MOBIL CORPXOM2.084.884 $+143.285 $
+7,4 %
1.941.599 $+1.941.599 $
ELI LILLY & CoLLY1.858.767 $+499.076 $
+36,7 %
1.359.691 $+1.359.691 $
Public StoragePSA1.567.769 $-239.336 $
-13,2 %
1.807.105 $+1.807.105 $
COCA COLA COKO1.681.456 $+175.917 $
+11,7 %
1.505.539 $+1.505.539 $
PALATIN TECHNOLOGIES INCPTNT1.620.026 $+367.051 $
+29,3 %
1.252.975 $+1.252.975 $
CHEVRON CORPCVX1.457.169 $-80.381 $
-5,2 %
1.537.550 $+1.537.550 $
DEERE & CODE1.534.229 $+8.686 $
+0,6 %
1.525.543 $+1.525.543 $
BERKSHIRE HATHAWAY INCBRK-B1.486.717 $-19.340 $
-1,3 %
1.506.057 $+1.506.057 $
DOVER CorpDOV1.448.583 $+174.530 $
+13,7 %
1.274.053 $+1.274.053 $
INTUITIVE SURGICAL INCISRG1.219.939 $+309.996 $
+34,1 %
909.943 $+909.943 $
NETFLIX INCNFLX954.925 $-245.968 $
-20,5 %
1.200.893 $+1.200.893 $
RESMED INCRMD1.082.813 $-98.817 $
-8,4 %
1.181.630 $+1.181.630 $
SHERWIN WILLIAMS COSHW934.926 $-242.545 $
-20,6 %
1.177.471 $+1.177.471 $
MCCORMICK & CO INCMKC1.147.793 $+337 $
+0,0 %
1.147.456 $+1.147.456 $
HUBBELL INCHUBB1.087.216 $+112.899 $
+11,6 %
974.317 $+974.317 $
FISERV INCFISV204.331 $-859.850 $
-80,8 %
1.064.181 $+1.064.181 $
Avery Dennison CorpAVY1.055.086 $+82.422 $
+8,5 %
972.664 $+972.664 $
Accenture plcACN1.021.962 $+228.710 $
+28,8 %
793.252 $+793.252 $
STARBUCKS CORPSBUX914.100 $-56.904 $
-5,9 %
971.004 $+971.004 $
INTEL CORPINTC927.980 $+232.072 $
+33,3 %
695.908 $+695.908 $
COPART INCCPRT894.382 $-8.695 $
-1,0 %
903.077 $+903.077 $
VERIZON COMMUNICATIONS INCVZ869.498 $-31.649 $
-3,5 %
901.147 $+901.147 $
Antero Midstream CorpAM705.865 $-57.533 $
-7,5 %
763.398 $+763.398 $
ASML HOLDING NVASML752.112 $+96.924 $
+14,8 %
655.188 $+655.188 $
LAM RESEARCH CORPLRCX698.072 $+104.673 $
+17,6 %
593.399 $+593.399 $
EMERSON ELECTRIC COEMR688.817 $+1.747 $
+0,3 %
687.070 $+687.070 $
BALL CorpBALL629.284 $+29.582 $
+4,9 %
599.702 $+599.702 $
PFIZER INCPFE613.910 $-3.041 $
-0,5 %
616.951 $+616.951 $
CSX CORPCSX561.513 $+10.391 $
+1,9 %
551.122 $+551.122 $
FEDEX CORPFDX525.147 $+81.217 $
+18,3 %
443.930 $+443.930 $
TARGET CORPTGT520.030 $+72.436 $
+16,2 %
447.594 $+447.594 $
SPS COMMERCE INCSPSC498.558 $+184.214 $
+58,6 %
314.344 $+314.344 $
YUM BRANDS INCYUM435.686 $-202 $
-0,0 %
435.888 $+435.888 $
CATERPILLAR INCCAT419.019 $+121.519 $
+40,8 %
297.500 $+297.500 $
BOEING COBA396.511 $-11.400 $
-2,8 %
407.911 $+407.911 $
3M COMMM398.418 $-8.198 $
-2,0 %
406.616 $+406.616 $
SanofiSNY403.187 $+403.187 $
GENERAL ELECTRIC COGE395.819 $+179.317 $
+82,8 %
216.502 $+216.502 $
BECTON DICKINSON & COBDX384.528 $+384.528 $
MICRON TECHNOLOGY INCMU353.458 $+353.458 $
AMERICAN EXPRESS COAXP339.614 $+43.834 $
+14,8 %
295.780 $+295.780 $
NOVARTIS AGNVS335.024 $+97.706 $
+41,2 %
237.318 $+237.318 $
GOLDMAN SACHS GROUP INCGS306.771 $+34.767 $
+12,8 %
272.004 $+272.004 $
AppLovin CorpAPP293.516 $-8.379 $
-2,8 %
301.895 $+301.895 $
Constellation Energy CorpCEG294.980 $-639 $
-0,2 %
295.619 $+295.619 $
Palo Alto Networks IncPANW274.198 $-16.101 $
-5,5 %
290.299 $+290.299 $
CVS HEALTH CorpCVS284.585 $+6.849 $
+2,5 %
277.736 $+277.736 $
FLUOR CORPFLR234.728 $-22.310 $
-8,7 %
257.038 $+257.038 $
IDACORP INCIDA242.362 $-6.627 $
-2,7 %
248.989 $+248.989 $
Bank of New York Mellon CorpBK246.807 $+246.807 $
LINDE PLCLIN220.444 $-25.564 $
-10,4 %
246.008 $+246.008 $
ADVANCED MICRO DEVICES INCAMD241.358 $+241.358 $
FORD MOTOR COF231.343 $+15.869 $
+7,4 %
215.474 $+215.474 $
TotalEnergies SETTE230.933 $+230.933 $
CITIGROUP INCC222.002 $+222.002 $
Northwest Natural Holding CoNWN217.567 $+217.567 $
COMCAST CORPCMCSA209.017 $+209.017 $
AT&T INC.T206.796 $+206.796 $
KROGER COKR206.711 $+206.711 $
ALLSTATE CORPALL201.190 $+201.190 $
BOSTON SCIENTIFIC CORPBSX200.330 $+200.330 $
NOKIA CORPNOK95.335 $+37.936 $
+66,1 %
57.399 $+57.399 $
923.460.803 $+41.424.370 $
+5,1 %
883.077.714 $+883.077.714 $
Erweitert ×