Investments: Texas Capital Bank Wealth Management Services Inc

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 (%)
1.022.865.048 $+284.352.939 $
+187,0 %
738.867.107 $+104.284.909 $
+13,7 %
635.907.985 $+52.249.754 $
+12,6 %
BANK OF AMERICA CORP /DE/BAC470.720.409 $+123.416.330 $
+35,5 %
347.304.079 $+36.847.848 $
+11,9 %
310.456.231 $+6.865.807 $
+2,3 %
NVIDIA CORPNVDA151.792.449 $+44.525.741 $
+41,5 %
107.266.708 $+20.858.975 $
+24,1 %
86.407.733 $+27.471.000 $
+46,6 %
APPFOLIO INCAPPF45.886.819 $+19.122.914 $
+71,5 %
26.763.905 $+3.041.646 $
+12,8 %
23.722.259 $-2.350.951 $
-9,0 %
BlackRock, Inc.BLK38.831.029 $+22.826.339 $
+142,6 %
16.004.690 $+9.279.919 $
+138,0 %
6.724.771 $+6.724.771 $
MICROSOFT CORPMSFT29.151.050 $+5.435.155 $
+22,9 %
23.715.895 $+6.412.808 $
+37,1 %
17.303.087 $+4.087.102 $
+30,9 %
JPMORGAN CHASE & COJPM19.943.162 $+5.577.849 $
+38,8 %
14.365.313 $+2.512.452 $
+21,2 %
11.852.861 $+1.372.272 $
+13,1 %
LAM RESEARCH CORPLRCX18.800.357 $+4.578.302 $
+32,2 %
14.222.055 $+4.730.574 $
+49,8 %
9.491.481 $+1.859.997 $
+24,4 %
ALPHA PRO TECH LTDAPT16.486.063 $+7.386.180 $
+81,2 %
9.099.883 $+4.627.509 $
+103,5 %
4.472.374 $+721.324 $
+19,2 %
DEERE & CODE15.382.433 $+2.689.353 $
+21,2 %
12.693.080 $+612.023 $
+5,1 %
12.081.057 $+263.123 $
+2,2 %
AMAZON COM INCAMZN15.359.224 $+8.869.613 $
+136,7 %
6.489.611 $+1.149.659 $
+21,5 %
5.339.952 $+253.351 $
+5,0 %
ORACLE CORPORCL10.424.956 $-4.597.760 $
-30,6 %
15.022.716 $+2.117.528 $
+16,4 %
12.905.188 $+4.206.433 $
+48,4 %
ELI LILLY & CoLLY14.543.645 $+5.182.398 $
+55,4 %
9.361.247 $-548.849 $
-5,5 %
9.910.096 $-819.300 $
-7,6 %
KLA CORPKLAC14.244.383 $+2.057.282 $
+16,9 %
12.187.101 $+2.552.821 $
+26,5 %
9.634.280 $+1.714.281 $
+21,6 %
MORGAN STANLEYMS13.810.813 $+2.839.871 $
+25,9 %
10.970.942 $+1.482.111 $
+15,6 %
9.488.831 $+1.155.126 $
+13,9 %
CATERPILLAR INCCAT13.598.789 $+2.830.468 $
+26,3 %
10.768.321 $+2.541.534 $
+30,9 %
8.226.787 $+747.022 $
+10,0 %
Mastercard IncMA12.105.510 $+916.448 $
+8,2 %
11.189.062 $+1.096.927 $
+10,9 %
10.092.135 $-300.619 $
-2,9 %
EXXON MOBIL CORPXOM9.385.678 $+6.841.136 $
+268,9 %
2.544.542 $+175.206 $
+7,4 %
2.369.336 $+363.564 $
+18,1 %
NEXTERA ENERGY INCNEE8.286.662 $+793.374 $
+10,6 %
7.493.288 $+63.099 $
+0,8 %
7.430.189 $-650.047 $
-8,0 %
Trane Technologies plcTT7.244.180 $-628.328 $
-8,0 %
7.872.508 $+52.924 $
+0,7 %
7.819.584 $+1.333.641 $
+20,6 %
Zoetis Inc.ZTS1.254.929 $-4.740.533 $
-79,1 %
5.995.462 $-1.689.440 $
-22,0 %
7.684.902 $-841.188 $
-9,9 %
NICOLET BANKSHARES INCNIC1.379.258 $-5.105.911 $
-78,7 %
6.485.169 $-489.037 $
-7,0 %
6.974.206 $+360.098 $
+5,4 %
CONOCOPHILLIPSCOP1.958.695 $-4.013.623 $
-67,2 %
5.972.318 $+61.650 $
+1,0 %
5.910.668 $-1.448.581 $
-19,7 %
UNITEDHEALTH GROUP INCUNH5.297.419 $-340.024 $
-6,0 %
5.637.443 $+684.330 $
+13,8 %
4.953.113 $-4.003.241 $
-44,7 %
ADVANCED MICRO DEVICES INCAMD5.225.718 $+4.883.047 $
+1.425,0 %
342.671 $+342.671 $
ARES CAPITAL CORPARCC4.877.251 $+1.136.996 $
+30,4 %
3.740.255 $-138.386 $
-3,6 %
3.878.641 $+179.605 $
+4,9 %
BERKSHIRE HATHAWAY INCBRK-B4.560.686 $+2.526.007 $
+124,1 %
2.034.679 $-242.756 $
-10,7 %
2.277.435 $-97.444 $
-4,1 %
PALATIN TECHNOLOGIES INCPTNT4.103.893 $+3.532.189 $
+617,8 %
571.704 $-1.219.677 $
-68,1 %
1.791.381 $+725.325 $
+68,0 %
CHEVRON CORPCVX4.100.286 $+2.577.357 $
+169,2 %
1.522.929 $+285.767 $
+23,1 %
1.237.162 $-154.200 $
-11,1 %
JOHNSON & JOHNSONJNJ3.806.639 $+2.353.317 $
+161,9 %
1.453.322 $+113.399 $
+8,5 %
1.339.923 $-107.889 $
-7,5 %
STARBUCKS CORPSBUX504.586 $+4.008 $
+0,8 %
500.578 $-2.936.005 $
-85,4 %
3.436.583 $-333.800 $
-8,9 %
AbbVie Inc.ABBV2.786.664 $+342.528 $
+14,0 %
2.444.136 $+904.047 $
+58,7 %
1.540.089 $-88.244 $
-5,4 %
PROCTER & GAMBLE CoPG2.619.707 $+786.662 $
+42,9 %
1.833.045 $+199.537 $
+12,2 %
1.633.508 $-105.874 $
-6,1 %
CITIGROUP INCC2.494.132 $+720.318 $
+40,6 %
1.773.814 $+531.317 $
+42,8 %
1.242.497 $+293.654 $
+30,9 %
INTEL CORPINTC2.492.373 $+2.470.073 $
+11.076,6 %
VERIZON COMMUNICATIONS INCVZ2.452.924 $+315.504 $
+14,8 %
2.137.420 $+39.171 $
+1,9 %
2.098.249 $-104.152 $
-4,7 %
AMERICAN EXPRESS COAXP2.107.975 $+1.748.246 $
+486,0 %
359.729 $+115.071 $
+47,0 %
244.658 $+244.658 $
MCDONALDS CORPMCD1.975.898 $+522.392 $
+35,9 %
1.453.506 $+318.718 $
+28,1 %
1.134.788 $+13.419 $
+1,2 %
EQUIFAX INCEFX1.889.028 $+1.547.587 $
+453,3 %
341.441 $+34.088 $
+11,1 %
307.353 $+31.156 $
+11,3 %
RTX CorpRTX1.779.530 $+549.822 $
+44,7 %
1.229.708 $+298.247 $
+32,0 %
931.461 $+195.432 $
+26,6 %
PEPSICO INCPEP1.743.193 $+507.181 $
+41,0 %
1.236.012 $+581.094 $
+88,7 %
654.918 $-272.348 $
-29,4 %
FORD MOTOR COF1.634.490 $+138.737 $
+9,3 %
1.495.753 $+139.525 $
+10,3 %
1.356.228 $+558.743 $
+70,1 %
Accenture plcACN954.880 $+314.953 $
+49,2 %
639.927 $-962.123 $
-60,1 %
1.602.050 $-222.799 $
-12,2 %
EMERSON ELECTRIC COEMR1.497.480 $+845.384 $
+129,6 %
652.096 $-13.220 $
-2,0 %
665.316 $+106.601 $
+19,1 %
NETFLIX INCNFLX1.197.503 $-256.787 $
-17,7 %
1.454.290 $+234.342 $
+19,2 %
1.219.948 $+410.512 $
+50,7 %
Palo Alto Networks IncPANW1.186.432 $-99.021 $
-7,7 %
1.285.453 $+346.564 $
+36,9 %
938.889 $+157.528 $
+20,2 %
ANALOG DEVICES INCADI1.230.977 $+579.135 $
+88,8 %
651.842 $+350.271 $
+116,1 %
301.571 $+78.708 $
+35,3 %
Walmart Inc.WMT1.171.476 $+285.881 $
+32,3 %
885.595 $+341.058 $
+62,6 %
544.537 $+78.358 $
+16,8 %
WELLS FARGO & COMPANY/MNWFC1.126.082 $-29.147 $
-2,5 %
1.155.229 $+61.098 $
+5,6 %
1.094.131 $+79.490 $
+7,8 %
Duke Energy CORPDUK1.135.531 $+634.591 $
+126,7 %
500.940 $+67.290 $
+15,5 %
433.650 $+1.074 $
+0,2 %
AMGEN INCAMGN1.129.220 $+225.616 $
+25,0 %
903.604 $+184.359 $
+25,6 %
719.245 $-85.309 $
-10,6 %
Walt Disney CoDIS1.039.972 $+64.203 $
+6,6 %
975.769 $-38.633 $
-3,8 %
1.014.402 $+198.316 $
+24,3 %
EchoStar CORPSATS913.080 $+271.656 $
+42,4 %
641.424 $+641.424 $
STRYKER CORPSYK824.900 $-44.934 $
-5,2 %
869.834 $-1.739 $
-0,2 %
871.573 $+126.679 $
+17,0 %
IMPERIAL OIL LTDIMO863.100 $+863.100 $
GENERAL ELECTRIC COGE839.073 $+298.800 $
+55,3 %
540.273 $+540.273 $
COCA COLA COKO785.858 $+146.334 $
+22,9 %
639.524 $+135.571 $
+26,9 %
503.953 $-12.961 $
-2,5 %
Parker-Hannifin CorpPH784.911 $+139.725 $
+21,7 %
645.186 $+40.311 $
+6,7 %
604.875 $+139.848 $
+30,1 %
KROGER COKR768.192 $+401.414 $
+109,4 %
366.778 $+366.778 $
AFLAC INCAFL739.360 $-8.583 $
-1,1 %
747.943 $+188.372 $
+33,7 %
559.571 $-31.139 $
-5,3 %
PAYCHEX INCPAYX566.958 $+1.101 $
+0,2 %
565.857 $-127.115 $
-18,3 %
692.972 $-41.126 $
-5,6 %
Strategy IncMSTR341.583 $-334.091 $
-49,4 %
675.674 $-8.687 $
-1,3 %
684.361 $+196.320 $
+40,2 %
SPS COMMERCE INCSPSC683.238 $+125.150 $
+22,4 %
558.088 $+558.088 $
IREN LtdIREN666.905 $+666.905 $
PFIZER INCPFE650.488 $+327.886 $
+101,6 %
322.602 $+322.602 $
BOEING COBA602.074 $+251.782 $
+71,9 %
350.292 $+350.292 $
Inspire Investing, LLC590.446 $+590.446 $
CSX CORPCSX578.804 $+26.162 $
+4,7 %
552.642 $+552.642 $
LOCKHEED MARTIN CORPLMT216.200 $-28.413 $
-11,6 %
244.613 $-326.902 $
-57,2 %
571.515 $+12.482 $
+2,2 %
Phillips 66PSX570.744 $+570.744 $
Aon plcAON560.827 $-74.529 $
-11,7 %
GENERAL DYNAMICS CORPGD546.736 $+125.942 $
+29,9 %
420.794 $+44.552 $
+11,8 %
376.242 $+24.264 $
+6,9 %
SHERWIN WILLIAMS COSHW498.682 $-42.522 $
-7,9 %
541.204 $+84.536 $
+18,5 %
456.668 $+75.693 $
+19,9 %
Eaton Corp plcETN535.734 $+17.398 $
+3,4 %
518.336 $+63.174 $
+13,9 %
455.162 $+249.899 $
+121,7 %
CULLEN/FROST BANKERS, INC.CFR527.329 $+527.329 $
GARMIN LTDGRMN406.917 $-86.754 $
-17,6 %
493.671 $+493.671 $
GENUINE PARTS COGPC430.483 $-53.785 $
-11,1 %
484.268 $+15.769 $
+3,4 %
468.499 $+8.006 $
+1,7 %
MICROCHIP TECHNOLOGY INCMCHP470.445 $+205.345 $
+77,5 %
265.100 $+265.100 $
SOUTHERN COSO466.956 $+201.316 $
+75,8 %
265.640 $+30.096 $
+12,8 %
235.544 $-1.124 $
-0,5 %
TUTOR PERINI CORPTPC464.650 $+9.915 $
+2,2 %
454.735 $+130.409 $
+40,2 %
324.326 $+324.326 $
TELEDYNE TECHNOLOGIES INCTDY342.189 $-49.872 $
-12,7 %
392.061 $-70.043 $
-15,2 %
462.104 $+13.170 $
+2,9 %
Shell plcSHEL433.899 $+433.899 $
Bank of New York Mellon CorpBK412.584 $+412.584 $
HP INCHPQ393.086 $+393.086 $
Public StoragePSA339.167 $-33.738 $
-9,0 %
372.905 $-17.050 $
-4,4 %
389.955 $-5.108 $
-1,3 %
Vertiv Holdings CoVRT376.033 $+25.884 $
+7,4 %
350.149 $+350.149 $
DOVER CorpDOV366.075 $+84.466 $
+30,0 %
281.609 $-37.944 $
-11,9 %
319.553 $+11.574 $
+3,8 %
COPART INCCPRT365.921 $+28.516 $
+8,5 %
337.405 $+86.315 $
+34,4 %
BOSTON SCIENTIFIC CORPBSX258.780 $-69.354 $
-21,1 %
328.134 $+328.134 $
ALLSTATE CORPALL281.835 $-37.779 $
-11,8 %
319.614 $+22.480 $
+7,6 %
297.134 $-9.560 $
-3,1 %
ASTRAZENECA PLCAZN314.033 $+314.033 $
SUNCOR ENERGY INCSU310.933 $+310.933 $
Sony Group CorpSONY246.784 $-30.752 $
-11,1 %
277.536 $+26.607 $
+10,6 %
250.929 $+6.169 $
+2,5 %
Open Lending CorpLPRO272.448 $+155.330 $
+132,6 %
117.118 $+13.786 $
+13,3 %
103.332 $+62.829 $
+155,1 %
YUM BRANDS INCYUM272.304 $+19.376 $
+7,7 %
252.928 $+252.928 $
AT&T INC.T227.559 $-28.606 $
-11,2 %
256.165 $-14.018 $
-5,2 %
270.183 $-49.596 $
-15,5 %
COLGATE PALMOLIVE COCL262.030 $+262.030 $
WILLIAMS SONOMA INCWSM236.989 $-17.487 $
-6,9 %
254.476 $+254.476 $
TransDigm Group INCTDG251.342 $+2.236 $
+0,9 %
249.106 $+249.106 $
UNILEVER PLCUL250.548 $+44.669 $
+21,7 %
205.879 $+205.879 $
TotalEnergies SETTE247.156 $+247.156 $
ASML HOLDING NVASML245.020 $+245.020 $
UBS Group AGUBS244.563 $+28.042 $
+13,0 %
216.521 $+216.521 $
GARTNER INCIT239.299 $-8.767 $
-3,5 %
ATMOS ENERGY CORPATO230.659 $-3.269 $
-1,4 %
233.928 $+14.013 $
+6,4 %
219.915 $-671 $
-0,3 %
PACCAR INCPCAR232.380 $+232.380 $
INTUITIVE SURGICAL INCISRG228.809 $+228.809 $
HERSHEY COHSY202.180 $-14.237 $
-6,6 %
216.417 $-5.126 $
-2,3 %
221.543 $+7.785 $
+3,6 %
EQUITY RESIDENTIALEQR216.846 $-12.926 $
-5,6 %
HALLIBURTON COHAL207.231 $+207.231 $
COMCAST CORPCMCSA205.823 $+205.823 $
COGNITION THERAPEUTICS INCCGTX166.450 $+166.450 $
KOPIN CORPKOPN61.659 $+24.091 $
+64,1 %
LIVEPERSON INCLPSN11.377 $-3.773 $
-24,9 %
15.150 $+15.150 $
Cytosorbents CorpCTSO7.031 $+7.031 $
1.022.865.048 $+284.352.939 $
+187,0 %
738.867.107 $+104.284.909 $
+13,7 %
635.907.985 $+52.249.754 $
+12,6 %
Erweitert ×