Investments: Allegheny Financial Group

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 (%)
559.252.884 $+88.955.836 $
+0,6 %
471.001.904 $+471.001.904 $
BANK OF AMERICA CORP /DE/BAC306.173.284 $+55.341.370 $
+22,1 %
250.831.914 $+250.831.914 $
MORGAN STANLEYMS32.691.770 $+1.878.209 $
+6,1 %
30.813.561 $+30.813.561 $
DIAMOND HILL CAPITAL MANAGEMENT INC26.195.471 $+26.195.471 $
NVR INCNVR21.765.695 $-2.277.173 $
-9,5 %
24.042.868 $+24.042.868 $
APPFOLIO INCAPPF21.299.406 $+1.455.864 $
+7,3 %
19.843.542 $+19.843.542 $
BlackRock, Inc.BLK20.399.640 $+1.821.772 $
+9,8 %
18.577.868 $+18.577.868 $
EXXON MOBIL CORPXOM15.235.024 $+982.867 $
+6,9 %
14.252.157 $+14.252.157 $
BERKSHIRE HATHAWAY INCBRK-B12.605.759 $-292.625 $
-2,3 %
12.898.384 $+12.898.384 $
MICROSOFT CORPMSFT11.211.616 $-892.168 $
-7,4 %
12.103.784 $+12.103.784 $
ALPHA PRO TECH LTDAPT8.790.674 $+1.742.491 $
+24,7 %
7.048.183 $+7.048.183 $
ELI LILLY & CoLLY8.604.773 $+2.448.891 $
+39,8 %
6.155.882 $+6.155.882 $
SYNOPSYS INCSNPS4.065.065 $-4.183.543 $
-50,7 %
8.248.608 $+8.248.608 $
CATERPILLAR INCCAT3.605.452 $+598.843 $
+19,9 %
3.006.609 $+3.006.609 $
JPMORGAN CHASE & COJPM3.217.993 $+83.214 $
+2,7 %
3.134.779 $+3.134.779 $
AMAZON COM INCAMZN3.061.160 $+61.695 $
+2,1 %
2.999.465 $+2.999.465 $
PROCTER & GAMBLE CoPG2.195.468 $-273.458 $
-11,1 %
2.468.926 $+2.468.926 $
NVIDIA CORPNVDA2.372.596 $+153.610 $
+6,9 %
2.218.986 $+2.218.986 $
JOHNSON & JOHNSONJNJ2.168.290 $+226.895 $
+11,7 %
1.941.395 $+1.941.395 $
AbbVie Inc.ABBV2.023.912 $-70.979 $
-3,4 %
2.094.891 $+2.094.891 $
RAYMOND JAMES FINANCIAL INCRJF2.038.402 $+2.038.402 $
AFLAC INCAFL1.977.938 $-27.322 $
-1,4 %
2.005.260 $+2.005.260 $
BOSTON SCIENTIFIC CORPBSX1.656.325 $-68.797 $
-4,0 %
1.725.122 $+1.725.122 $
COMMONWEALTH EQUITY SERVICES, LLC1.568.086 $+1.568.086 $
VERIZON COMMUNICATIONS INCVZ1.421.174 $-124.318 $
-8,0 %
1.545.492 $+1.545.492 $
HERSHEY COHSY1.467.854 $-36.360 $
-2,4 %
1.504.214 $+1.504.214 $
AMERICAN EXPRESS COAXP1.450.603 $+149.842 $
+11,5 %
1.300.761 $+1.300.761 $
GENERAL ELECTRIC COGE1.407.918 $+33.447 $
+2,4 %
1.374.471 $+1.374.471 $
ORACLE CORPORCL995.854 $-373.402 $
-27,3 %
1.369.256 $+1.369.256 $
Bank of New York Mellon CorpBK1.354.301 $+38.059 $
+2,9 %
1.316.242 $+1.316.242 $
AT&T INC.T1.140.619 $-180.503 $
-13,7 %
1.321.122 $+1.321.122 $
NEXTERA ENERGY INCNEE1.267.335 $+73.620 $
+6,2 %
1.193.715 $+1.193.715 $
3M COMMM1.220.982 $-31.169 $
-2,5 %
1.252.151 $+1.252.151 $
Walmart Inc.WMT1.171.329 $+143.235 $
+13,9 %
1.028.094 $+1.028.094 $
DEERE & CODE1.132.019 $+22.502 $
+2,0 %
1.109.517 $+1.109.517 $
SOUTHERN COSO1.035.731 $-88.183 $
-7,8 %
1.123.914 $+1.123.914 $
PFIZER INCPFE1.115.246 $-8.651 $
-0,8 %
1.123.897 $+1.123.897 $
CHEVRON CORPCVX1.052.603 $-65.274 $
-5,8 %
1.117.877 $+1.117.877 $
INTUITIVE SURGICAL INCISRG1.094.774 $+190.922 $
+21,1 %
903.852 $+903.852 $
PPL CorpPPL951.194 $-53.797 $
-5,4 %
1.004.991 $+1.004.991 $
Trane Technologies plcTT916.285 $-77.045 $
-7,8 %
993.330 $+993.330 $
CONOCOPHILLIPSCOP932.250 $-49.406 $
-5,0 %
981.656 $+981.656 $
Sonos IncSONO881.828 $-69.616 $
-7,3 %
951.444 $+951.444 $
SPS COMMERCE INCSPSC900.966 $+83.935 $
+10,3 %
817.031 $+817.031 $
COCA COLA COKO879.003 $+46.034 $
+5,5 %
832.969 $+832.969 $
Strategy IncMSTR415.164 $-452.602 $
-52,2 %
867.766 $+867.766 $
Constellation Energy CorpCEG853.895 $+58.871 $
+7,4 %
795.024 $+795.024 $
NETFLIX INCNFLX651.069 $-177.385 $
-21,4 %
828.454 $+828.454 $
FEDEX CORPFDX726.366 $+128.826 $
+21,6 %
597.540 $+597.540 $
EMERSON ELECTRIC COEMR722.286 $+6.576 $
+0,9 %
715.710 $+715.710 $
Eaton Corp plcETN595.590 $-122.826 $
-17,1 %
718.416 $+718.416 $
MCDONALDS CORPMCD661.667 $-13.347 $
-2,0 %
675.014 $+675.014 $
SHERWIN WILLIAMS COSHW625.717 $-42.994 $
-6,4 %
668.711 $+668.711 $
PEPSICO INCPEP655.130 $+15.323 $
+2,4 %
639.807 $+639.807 $
BOEING COBA612.345 $+4.070 $
+0,7 %
608.275 $+608.275 $
AMGEN INCAMGN608.290 $+72.206 $
+13,5 %
536.084 $+536.084 $
NICOLET BANKSHARES INCNIC519.080 $-57.668 $
-10,0 %
576.748 $+576.748 $
Walt Disney CoDIS550.668 $+2.747 $
+0,5 %
547.921 $+547.921 $
Duke Energy CORPDUK471.983 $-49.610 $
-9,5 %
521.593 $+521.593 $
ALLSTATE CORPALL476.000 $-14.477 $
-3,0 %
490.477 $+490.477 $
TIDEWATER INCTDW474.946 $+61.052 $
+14,8 %
413.894 $+413.894 $
NATIONAL FUEL GAS CONFG409.619 $-60.239 $
-12,8 %
469.858 $+469.858 $
Talen Energy CorpTLN339.605 $-124.910 $
-26,9 %
464.515 $+464.515 $
COMCAST CORPCMCSA428.565 $-23.342 $
-5,2 %
451.907 $+451.907 $
CARDINAL HEALTH INCCAH422.902 $+99.891 $
+30,9 %
323.011 $+323.011 $
EQT CorpEQT326.013 $-72.812 $
-18,3 %
398.825 $+398.825 $
MPLX LPMPLX393.017 $+25.185 $
+6,8 %
367.832 $+367.832 $
METLIFE INCMET360.379 $-22.201 $
-5,8 %
382.580 $+382.580 $
PAYCHEX INCPAYX334.115 $-42.760 $
-11,3 %
376.875 $+376.875 $
Mastercard IncMA367.549 $+58.218 $
+18,8 %
309.331 $+309.331 $
COLGATE PALMOLIVE COCL341.037 $-2.627 $
-0,8 %
343.664 $+343.664 $
Phillips 66PSX293.611 $-45.171 $
-13,3 %
338.782 $+338.782 $
CONSOLIDATED EDISON INCED315.008 $-3.806 $
-1,2 %
318.814 $+318.814 $
MCKESSON CORPMCK317.456 $+17.709 $
+5,9 %
299.747 $+299.747 $
Alcoa CorpAA316.095 $+316.095 $
Valaris LtdVAL314.647 $+93.036 $
+42,0 %
221.611 $+221.611 $
QUEST DIAGNOSTICS INCDGX277.127 $-27.229 $
-8,9 %
304.356 $+304.356 $
EXELON CORPEXC265.792 $-36.855 $
-12,2 %
302.647 $+302.647 $
CSX CORPCSX298.757 $+7.801 $
+2,7 %
290.956 $+290.956 $
SEMPRASRE283.220 $-5.143 $
-1,8 %
288.363 $+288.363 $
BECTON DICKINSON & COBDX284.765 $+9.755 $
+3,5 %
275.010 $+275.010 $
Invesco DB Oil FundDBO263.501 $-20.764 $
-7,3 %
284.265 $+284.265 $
Accenture plcACN244.744 $-35.797 $
-12,8 %
280.541 $+280.541 $
ISHARES GOLD TRUSTIAU277.632 $-902 $
-0,3 %
278.534 $+278.534 $
CAMECO CORPCCJ276.822 $+276.822 $
FIRSTENERGY CORPFE267.465 $-5.975 $
-2,2 %
273.440 $+273.440 $
GOLDMAN SACHS GROUP INCGS269.553 $+27.371 $
+11,3 %
242.182 $+242.182 $
INSMED IncINSM257.753 $+44.762 $
+21,0 %
212.991 $+212.991 $
INTEL CORPINTC254.568 $+5.789 $
+2,3 %
248.779 $+248.779 $
MICRON TECHNOLOGY INCMU253.866 $+253.866 $
MERCADOLIBRE INCMELI241.711 $+40.734 $
+20,3 %
200.977 $+200.977 $
UNITEDHEALTH GROUP INCUNH232.802 $-8.137 $
-3,4 %
240.939 $+240.939 $
ADVANCED MICRO DEVICES INCAMD232.049 $+232.049 $
NASDAQ, INC.NDAQ229.615 $+20.785 $
+10,0 %
208.830 $+208.830 $
UNITED PARCEL SERVICE INCUPS227.502 $+227.502 $
BP PLCBP225.067 $+2.043 $
+0,9 %
223.024 $+223.024 $
Encompass Health CorpEHC215.299 $+215.299 $
DTE ENERGY CODTE212.735 $+212.735 $
APi Group CorpAPG211.693 $+211.693 $
LAM RESEARCH CORPLRCX208.009 $+208.009 $
Nomad Foods LtdNOMD196.394 $+22.130 $
+12,7 %
174.264 $+174.264 $
FORD MOTOR COF135.818 $+15.834 $
+13,2 %
119.984 $+119.984 $
559.252.884 $+88.955.836 $
+0,6 %
471.001.904 $+471.001.904 $
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