Investments: Kinloch Capital, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Kinloch Capital, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
259.318.409 $+47.895.716 $
+35,5 %
73211.628.139 $+6.005.838 $
+8,9 %
74202.325.390 $-4.269.178 $
-3,2 %
72206.854.924 $+17.558.243 $
+8,5 %
68
VANGUARD WORLD FUND→ 028.268.153 $+24.110.002 $
+579,8 %
14.158.151 $-18.909.021 $
-82,0 %
123.067.172 $-27.170 $
-0,1 %
123.094.342 $+7.082.100 $
+44,2 %
1
JAMES INVESTMENT RESEARCH, INC.→ 06.321.065 $-4.166.405 $
-39,7 %
110.487.470 $+6.233.487 $
+146,5 %
1
MAI Capital Management→ 05.958.187 $-1.951.903 $
-24,7 %
17.910.090 $+2.050.734 $
+35,0 %
15.859.356 $+43.713 $
+0,8 %
15.815.643 $-81.791 $
-1,4 %
1
AbbVie Inc.ABBV→ 0Neutral6.466.133 $+1.041.144 $
+19,2 %
15.424.989 $-105.275 $
-1,9 %
15.530.264 $-149.306 $
-2,6 %
15.679.570 $+1.195.302 $
+26,7 %
1
CARDINAL HEALTH INCCAH→ 0Stark5.081.171 $+561.884 $
+12,4 %
14.519.287 $-1.865.187 $
-29,2 %
16.384.474 $+1.449.024 $
+29,4 %
14.935.450 $-325.974 $
-6,2 %
1
CHEVRON CORPCVX→ 0Sehr stark5.013.080 $-1.077.228 $
-17,7 %
16.090.308 $+2.089.698 $
+52,2 %
14.000.610 $-22.799 $
-0,6 %
14.023.409 $+359.177 $
+9,8 %
1
EXXON MOBIL CORPXOM→ 0Stark4.812.188 $-1.024.183 $
-17,5 %
15.836.371 $+1.264.727 $
+27,7 %
14.571.644 $+312.017 $
+7,3 %
14.259.627 $+235.734 $
+5,9 %
1
CATERPILLAR INCCAT→ 0Sehr stark5.831.123 $+1.532.367 $
+35,6 %
14.298.756 $-1.417.769 $
-24,8 %
15.716.525 $+917.471 $
+19,1 %
14.799.054 $+873.573 $
+22,3 %
1
FRANKLIN RESOURCES INCBEN→ 0Neutral5.736.646 $+1.967.414 $
+52,2 %
13.769.232 $+544.130 $
+16,9 %
13.225.102 $-509.676 $
-13,6 %
13.734.778 $-64.265 $
-1,7 %
1
C. H. ROBINSON WORLDWIDE, INC.CHRW→ 0Neutral4.920.006 $+570.965 $
+13,1 %
14.349.041 $-1.326.109 $
-23,4 %
15.675.150 $+971.243 $
+20,6 %
14.703.907 $+1.298.641 $
+38,1 %
1
FEDERAL REALTY INVESTMENT TRUSTFRT→ 0Sehr stark5.606.028 $+932.576 $
+20,0 %
14.673.452 $+1.120.454 $
+31,5 %
13.552.998 $-111.993 $
-3,1 %
13.664.991 $+286.862 $
+8,5 %
1
ALTRIA GROUP, INC.MO→ 0Stark5.570.657 $+619.955 $
+12,5 %
14.950.702 $+1.208.799 $
+32,3 %
13.741.903 $-501.065 $
-11,8 %
14.242.968 $+521.839 $
+14,0 %
1
TARGET CORPTGT→ 0Neutral5.552.267 $+1.436.798 $
+34,9 %
14.115.469 $+1.894.611 $
+85,3 %
12.220.858 $-385.508 $
-14,8 %
12.606.366 $-219.877 $
-7,8 %
1
Philip Morris International Inc.PM→ 0Neutral5.505.091 $+584.407 $
+11,9 %
14.920.684 $+659.818 $
+15,5 %
14.260.866 $-51.059 $
-1,2 %
14.311.925 $-453.506 $
-9,5 %
1
PRICE T ROWE GROUP INCTROW→ 0Stark5.320.465 $+1.900.103 $
+55,6 %
13.420.362 $+441.616 $
+14,8 %
12.978.746 $-585.839 $
-16,4 %
13.564.585 $+214.587 $
+6,4 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral5.315.846 $+246.649 $
+4,9 %
15.069.197 $+303.138 $
+6,4 %
14.766.059 $+589.288 $
+14,1 %
14.176.771 $+771.210 $
+22,6 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach4.514.264 $+664.141 $
+17,2 %
13.850.123 $-1.334.441 $
-25,7 %
15.184.564 $+197.668 $
+4,0 %
14.986.896 $-220.098 $
-4,2 %
1
STANLEY BLACK & DECKER, INC.SWK→ 0Neutral5.155.141 $+2.191.868 $
+74,0 %
12.963.273 $+666.907 $
+29,0 %
12.296.366 $-848.462 $
-27,0 %
13.144.828 $+295.737 $
+10,4 %
1
RTX CorpRTX→ 0Neutral4.429.397 $-2.464 $
-0,1 %
14.431.861 $-718.227 $
-13,9 %
15.150.088 $+432.160 $
+9,2 %
14.717.928 $+595.866 $
+14,5 %
1
ESSEX PROPERTY TRUST, INC.ESS→ 0Neutral5.094.660 $+936.616 $
+22,5 %
14.158.044 $+498.449 $
+13,6 %
13.659.595 $-37.593 $
-1,0 %
13.697.188 $-145.999 $
-3,8 %
1
J M SMUCKER CoSJM→ 0Neutral5.078.250 $+1.998.053 $
+64,9 %
13.080.197 $+1.147.569 $
+59,4 %
11.932.628 $-1.314.946 $
-40,5 %
13.247.574 $+359.217 $
+12,4 %
1
HORMEL FOODS CORP /DE/HRL→ 0Stark4.898.227 $+1.706.208 $
+53,5 %
13.192.019 $+1.241.462 $
+63,6 %
11.950.557 $-1.065.546 $
-35,3 %
13.016.103 $-541.811 $
-15,2 %
1
REALTY INCOME CORPO→ 0Stark4.887.343 $+419.673 $
+9,4 %
14.467.670 $+1.045.165 $
+30,5 %
13.422.505 $-427.751 $
-11,1 %
13.850.256 $+269.103 $
+7,5 %
1
COCA COLA COKO→ 0Neutral4.878.394 $+370.378 $
+8,2 %
14.508.016 $+294.051 $
+7,0 %
14.213.965 $+258.905 $
+6,5 %
13.955.060 $-219.402 $
-5,3 %
1
Archer-Daniels-Midland CoADM→ 0Neutral4.798.531 $+269.217 $
+5,9 %
14.529.314 $+430.909 $
+10,5 %
14.098.405 $-153.470 $
-3,6 %
14.251.875 $+522.387 $
+14,0 %
1
PEPSICO INCPEP→ 0Sehr stark4.440.443 $-329.911 $
-6,9 %
14.770.354 $+1.358.022 $
+39,8 %
13.412.332 $-73.389 $
-2,1 %
13.485.721 $+235.028 $
+7,2 %
1
CINCINNATI FINANCIAL CORPCINF→ 0Neutral4.739.029 $+690.414 $
+17,1 %
14.048.615 $-191.336 $
-4,5 %
14.239.951 $+162.078 $
+4,0 %
14.077.873 $+274.009 $
+7,2 %
1
NEXTERA ENERGY INCNEE→ 0Sehr stark4.492.946 $-227.959 $
-4,8 %
14.720.905 $+64.906 $
+1,4 %
14.655.999 $+256.668 $
+5,8 %
14.399.331 $+368.042 $
+9,1 %
1
EVERSOURCE ENERGYES→ 0Schwach4.706.222 $+292.255 $
+6,6 %
14.413.967 $+834.772 $
+23,3 %
13.579.195 $-106.711 $
-2,9 %
13.685.906 $+465.207 $
+14,4 %
1
ATMOS ENERGY CORPATO→ 0Neutral4.268.678 $-274.510 $
-6,0 %
14.543.188 $+164.190 $
+3,7 %
14.378.998 $-82.529 $
-1,8 %
14.461.527 $+434.787 $
+10,8 %
1
GENERAL DYNAMICS CORPGD→ 0Neutral4.210.497 $+203.747 $
+5,1 %
14.006.750 $-357.374 $
-8,2 %
14.364.124 $-84.903 $
-1,9 %
14.449.027 $+656.572 $
+17,3 %
1
CONSOLIDATED EDISON INCED→ 0Sehr stark4.430.510 $-9.202 $
-0,2 %
14.439.712 $+491.742 $
+12,5 %
13.947.970 $-41.166 $
-1,0 %
13.989.136 $+43.675 $
+1,1 %
1
NUCOR CORPNUE→ 0Stark4.383.275 $+1.066.040 $
+32,1 %
13.317.235 $-443.755 $
-11,8 %
13.760.990 $+684.698 $
+22,3 %
13.076.292 $+178.223 $
+6,1 %
1
Walmart Inc.WMT→ 0Stark3.510.380 $-407.423 $
-10,4 %
13.917.803 $-445.235 $
-10,2 %
14.363.038 $+311.234 $
+7,7 %
14.051.804 $+185.778 $
+4,8 %
1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral4.360.978 $+1.792.376 $
+69,8 %
12.568.602 $+2.568.602 $1
AFLAC INCAFL→ 0Stark4.340.361 $+281.310 $
+6,9 %
14.059.051 $-14.764 $
-0,4 %
14.073.815 $-61.542 $
-1,5 %
14.135.357 $+172.381 $
+4,3 %
1
KIMBERLY CLARK CORPKMB→ 0Stark4.307.485 $+1.151.758 $
+36,5 %
13.155.727 $+1.197.149 $
+61,1 %
11.958.578 $-1.625.149 $
-45,3 %
13.583.727 $-49.883 $
-1,4 %
1
Amcor plcAMCR→ 0Stark4.299.020 $+1.232.824 $
+40,2 %
13.066.196 $+548.408 $
+21,8 %
12.517.788 $-921.444 $
-26,8 %
13.439.232 $+205.657 $
+6,4 %
1
SYSCO CORPSYY→ 0Sehr stark4.291.332 $+764.705 $
+21,7 %
13.526.627 $+60.692 $
+1,8 %
13.465.935 $-543.941 $
-13,6 %
14.009.876 $+372.614 $
+10,2 %
1
Kenvue Inc.KVUE→ 0Neutral4.264.568 $+844.049 $
+24,7 %
13.420.519 $+1.317.951 $
+62,7 %
12.102.568 $-400.341 $
-16,0 %
12.502.909 $-661.184 $
-20,9 %
1
CLOROX CO /DE/CLX→ 0Stark4.130.357 $+1.041.458 $
+33,7 %
13.088.899 $+1.326.088 $
+75,2 %
11.762.811 $-1.373.818 $
-43,8 %
13.136.629 $+186.389 $
+6,3 %
1
EMERSON ELECTRIC COEMR→ 0Stark4.111.697 $+353.650 $
+9,4 %
13.758.047 $-300.796 $
-7,4 %
14.058.843 $+45.522 $
+1,1 %
14.013.321 $-80.710 $
-2,0 %
1
Medtronic plcMDT→ 0Neutral3.357.788 $-277.093 $
-7,6 %
13.634.881 $-475.719 $
-11,6 %
14.110.600 $+67.948 $
+1,7 %
14.042.652 $+368.349 $
+10,0 %
1
GENUINE PARTS COGPC→ 0Neutral3.747.045 $+618.431 $
+19,8 %
13.128.614 $-295.207 $
-8,6 %
13.423.821 $-536.813 $
-13,6 %
13.960.634 $+562.013 $
+16,5 %
1
ABBOTT LABORATORIESABT→ 0Neutral3.568.194 $-301.992 $
-7,8 %
13.870.186 $+211.439 $
+5,8 %
13.658.747 $-237.635 $
-6,1 %
13.896.382 $-4.493 $
-0,1 %
1
MCDONALDS CORPMCD→ 0Neutral3.484.292 $-395.296 $
-10,2 %
13.879.588 $+211.726 $
+5,8 %
13.667.862 $+46.713 $
+1,3 %
13.621.149 $+161.860 $
+4,7 %
1
PROCTER & GAMBLE CoPG→ 0Neutral3.724.656 $+200.609 $
+5,7 %
13.524.047 $+409.204 $
+13,1 %
13.114.843 $-361.949 $
-10,4 %
13.476.792 $-95.322 $
-2,7 %
1
MCCORMICK & CO INCMKC→ 0Stark1.992.044 $+1.766.527 $
+783,3 %
1225.517 $+225.517 $1
Apple Inc.AAPL→ 0Neutral1.789.744 $+358.346 $
+25,0 %
11.431.398 $-234.286 $
-14,1 %
11.665.684 $+629.676 $
+60,8 %
11.036.008 $+170.682 $
+19,7 %
1
Alphabet Inc.GOOGL→ 0Neutral885.563 $+172.989 $
+24,3 %
1712.574 $-63.979 $
-8,2 %
1776.553 $+183.875 $
+31,0 %
1592.678 $+168.845 $
+39,8 %
1
iSHARES TRUST→ 0752.317 $+191.989 $
+34,3 %
1560.328 $-4.227 $
-0,7 %
1564.555 $+2.675 $
+0,5 %
1561.880 $+54.203 $
+10,7 %
1
Tesla, Inc.TSLA→ 0Schwach677.166 $+78.648 $
+13,1 %
1598.518 $-125.531 $
-17,3 %
1724.049 $+8.050 $
+1,1 %
1715.999 $+204.566 $
+40,0 %
1
JPMORGAN CHASE & COJPM→ 0Stark598.687 $+109.793 $
+22,5 %
1488.894 $-46.636 $
-8,7 %
1535.530 $-104.162 $
-16,3 %
1639.692 $+50.305 $
+8,5 %
1
ELI LILLY & CoLLY→ 0Neutral286.600 $+66.853 $
+30,4 %
1219.747 $-43.420 $
-16,5 %
1263.167 $-338.723 $
-56,3 %
1601.890 $-13.008 $
-2,1 %
1
Merck & Co., Inc.MRK→ 0Stark577.912 $+53.072 $
+10,1 %
1524.840 $+60.437 $
+13,0 %
1464.403 $+98.111 $
+26,8 %
1366.292 $+22.645 $
+6,6 %
1
CSX CORPCSX→ 0Stark520.331 $+70.940 $
+15,8 %
1449.391 $+52.547 $
+13,2 %
1396.844 $+8.101 $
+2,1 %
1388.743 $+31.529 $
+8,8 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0497.070 $+107.473 $
+27,6 %
1389.597 $-25.062 $
-6,0 %
1414.659 $+414.659 $1
MICROSOFT CORPMSFT→ 0Neutral432.703 $+145.451 $
+50,6 %
1287.252 $-107.382 $
-27,2 %
1394.634 $-7.295 $
-1,8 %
1401.929 $+3.006 $
+0,8 %
1
GE Vernova Inc.GEV→ 0Neutral412.376 $+112.971 $
+37,7 %
1299.405 $+299.405 $1
GENERAL ELECTRIC COGE→ 0Stark403.255 $+106.148 $
+35,7 %
1297.107 $-31.253 $
-9,5 %
1328.360 $+13.401 $
+4,3 %
1314.959 $+45.472 $
+16,9 %
1
ORACLE CORPORCL→ 0Stark267.611 $-118.532 $
-30,7 %
1386.143 $+85.964 $
+28,6 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral379.796 $+128.216 $
+51,0 %
1251.580 $-10.803 $
-4,1 %
1262.383 $+51.735 $
+24,6 %
1210.648 $-59.440 $
-22,0 %
1
DOMINION ENERGY, INCD→ 0Neutral337.489 $+54.662 $
+19,3 %
1282.827 $+14.661 $
+5,5 %
1268.166 $-11.809 $
-4,2 %
1279.975 $+11.957 $
+4,5 %
1
HOME DEPOT, INC.HD→ 0Stark276.854 $+18.675 $
+7,2 %
1258.179 $-11.940 $
-4,4 %
1270.119 $-51.602 $
-16,0 %
1321.721 $+30.609 $
+10,5 %
1
SPDR SERIES TRUST→ 0300.029 $+0 $
+0,0 %
1300.029 $+851 $
+0,3 %
1299.178 $-1.212 $
-0,4 %
1300.390 $+66 $
+0,0 %
1
Ancora Advisors LLC→ 0298.583 $+49.241 $
+19,7 %
1249.342 $-13.663 $
-5,2 %
1263.005 $+2.676 $
+1,0 %
1260.329 $+33.736 $
+14,9 %
1
PRINCIPAL FINANCIAL GROUP INCPFG→ 0Sehr stark285.617 $+44.573 $
+18,5 %
1241.044 $+5.082 $
+2,2 %
1235.962 $+14.178 $
+6,4 %
1221.784 $+9.309 $
+4,4 %
1
AMAZON COM INCAMZN→ 0Stark282.910 $+53.396 $
+23,3 %
1229.514 $-24.850 $
-9,8 %
1254.364 $+254.364 $1
Meta Platforms, Inc.META→ 0Neutral274.609 $+9.573 $
+3,6 %
1265.036 $+2.429 $
+0,9 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral260.356 $+16.083 $
+6,6 %
1
MARSH & MCLENNAN COMPANIES, INC.MRSH→ 0Stark208.671 $-8.488 $
-3,9 %
1217.159 $-17.524 $
-7,5 %
1234.683 $-17.633 $
-7,0 %
1252.316 $-113.250 $
-31,0 %
1
Mondelez International, Inc.MDLZ→ 0Stark222.915 $+8.437 $
+3,9 %
1214.478 $+14.177 $
+7,1 %
1200.301 $-34.024 $
-14,5 %
1234.325 $-18.642 $
-7,4 %
1
Hilton Worldwide Holdings Inc.HLT→ 0Schwach231.322 $+18.466 $
+8,7 %
1212.856 $+11.781 $
+5,9 %
1201.075 $+201.075 $1
UNION PACIFIC CORPUNP→ 0Stark224.400 $+24.238 $
+12,1 %
1200.162 $+200.162 $1
OMNICOM GROUP INC.OMC→ 0Stark205.446 $-14.840 $
-6,7 %
1220.286 $+220.286 $1
NVIDIA CORPNVDA→ 0Neutral212.797 $+11.104 $
+5,5 %
1201.693 $+201.693 $1
BROWN FORMAN CORPBF-A→ 0Neutral211.521 $+1.667 $
+0,8 %
1209.854 $+209.854 $1
PRUDENTIAL FINANCIAL INCPRU→ 0Sehr stark202.055 $+202.055 $1
GrowGeneration Corp.GRWG→ 0Neutral50.468 $+12.958 $
+34,5 %
137.510 $-13.640 $
-26,7 %
151.150 $-12.617 $
-19,8 %
163.767 $+31.880 $
+100,0 %
1
259.318.409 $+47.895.716 $
+35,5 %
73211.628.139 $+6.005.838 $
+8,9 %
74202.325.390 $-4.269.178 $
-3,2 %
72206.854.924 $+17.558.243 $
+8,5 %
68
Erweitert ×