Investments: JACKSON THORNTON 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
231.728.540 $+31.064.435 $
+24,3 %
206.906.466 $+78.422.736 $
+83,2 %
129.198.128 $+22.314.268 $
+19,0 %
BANK OF AMERICA CORP /DE/BAC148.850.305 $+13.043.224 $
+9,6 %
135.807.081 $+40.042.884 $
+41,8 %
95.764.197 $+12.364.063 $
+14,8 %
APPFOLIO INCAPPF7.024.951 $+749.448 $
+11,9 %
6.275.503 $+1.960.848 $
+45,4 %
4.314.655 $+171.969 $
+4,2 %
NVIDIA CORPNVDA6.193.525 $+117.988 $
+1,9 %
6.075.537 $+2.568.017 $
+73,2 %
3.507.520 $+1.591.592 $
+83,1 %
MICROSOFT CORPMSFT3.939.572 $-1.100.038 $
-21,8 %
5.039.610 $+1.796.681 $
+55,4 %
3.242.929 $+884.724 $
+37,5 %
ALPHA PRO TECH LTDAPT4.172.398 $+1.293.837 $
+44,9 %
2.878.561 $+1.363.061 $
+89,9 %
1.515.500 $+316.804 $
+26,4 %
MORGAN STANLEYMS3.652.151 $+222.537 $
+6,5 %
3.429.614 $-441.684 $
-11,4 %
3.871.298 $+125.944 $
+3,4 %
AMAZON COM INCAMZN3.071.376 $+815.572 $
+36,2 %
2.255.804 $+520.228 $
+30,0 %
1.735.576 $+375.927 $
+27,6 %
Walmart Inc.WMT1.978.539 $+550.184 $
+38,5 %
1.428.355 $+1.052.228 $
+279,8 %
376.127 $+70.459 $
+23,1 %
INTEL CORPINTC1.806.497 $+135.458 $
+8,1 %
1.671.039 $+1.153.568 $
+222,9 %
517.471 $+517.471 $
MICRON TECHNOLOGY INCMU1.572.909 $+688.282 $
+77,8 %
884.627 $+884.627 $
ELI LILLY & CoLLY1.455.606 $+483.028 $
+49,7 %
972.578 $+471.764 $
+94,2 %
500.814 $-112.357 $
-18,3 %
PEPSICO INCPEP1.116.404 $-186.054 $
-14,3 %
1.302.458 $+742.312 $
+132,5 %
560.146 $+341.315 $
+156,0 %
CENTENE CORPCNC1.290.051 $+732.641 $
+131,4 %
557.410 $+557.410 $
BERKSHIRE HATHAWAY INCBRK-B1.285.553 $+182.906 $
+16,6 %
1.102.647 $+384.054 $
+53,4 %
718.593 $-31.257 $
-4,2 %
SOUTHERN COSO933.750 $+330.220 $
+54,7 %
603.530 $-672.285 $
-52,7 %
1.275.815 $-3.741 $
-0,3 %
EXXON MOBIL CORPXOM1.131.334 $+468.080 $
+70,6 %
663.254 $-360.687 $
-35,2 %
1.023.941 $+9.057 $
+0,9 %
PG&E CorpPCG1.105.516 $+170.149 $
+18,2 %
935.367 $+789.330 $
+540,5 %
146.037 $+146.037 $
FEDEX CORPFDX1.093.152 $+251.478 $
+29,9 %
841.674 $+543.525 $
+182,3 %
298.149 $+298.149 $
Roblox CorpRBLX316.287 $-726.997 $
-69,7 %
1.043.284 $+571.788 $
+121,3 %
471.496 $+471.496 $
JPMORGAN CHASE & COJPM996.134 $-18.718 $
-1,8 %
1.014.852 $+321.475 $
+46,4 %
693.377 $-44.951 $
-6,1 %
PALATIN TECHNOLOGIES INCPTNT870.874 $-120.717 $
-12,2 %
991.591 $+715.384 $
+259,0 %
276.207 $+276.207 $
GENERAL ELECTRIC COGE940.695 $+66.297 $
+7,6 %
874.398 $+525.797 $
+150,8 %
348.601 $+348.601 $
LAM RESEARCH CORPLRCX935.459 $+320.684 $
+52,2 %
614.775 $+614.775 $
PROCTER & GAMBLE CoPG350.334 $-561.642 $
-61,6 %
911.976 $+678.141 $
+290,0 %
233.835 $-401.591 $
-63,2 %
Accenture plcACN870.835 $+387.896 $
+80,3 %
482.939 $+482.939 $
JOHNSON & JOHNSONJNJ860.118 $+64.937 $
+8,2 %
795.181 $+379.845 $
+91,5 %
415.336 $-207.142 $
-33,3 %
WESTERN DIGITAL CORPWDC742.162 $+409.038 $
+122,8 %
333.124 $+333.124 $
INCYTE CORPINCY742.034 $+133.787 $
+22,0 %
608.247 $+363.214 $
+148,2 %
245.033 $+245.033 $
ORACLE CORPORCL715.713 $+149.421 $
+26,4 %
566.292 $+285.360 $
+101,6 %
280.932 $+280.932 $
TechnipFMC plcFTI694.984 $+183.671 $
+35,9 %
511.313 $+511.313 $
LOCKHEED MARTIN CORPLMT671.344 $+430.268 $
+178,5 %
241.076 $+241.076 $
UNITEDHEALTH GROUP INCUNH574.754 $-71.127 $
-11,0 %
645.881 $+295.411 $
+84,3 %
350.470 $-18.721 $
-5,1 %
GENERAL DYNAMICS CORPGD628.717 $+29.029 $
+4,8 %
599.688 $+599.688 $
Sandisk CorpSNDK622.341 $+387.462 $
+165,0 %
234.879 $+234.879 $
DOLLAR GENERAL CORPDG614.353 $+363.063 $
+144,5 %
251.290 $+251.290 $
CITIGROUP INCC608.825 $+176.286 $
+40,8 %
432.539 $+191.917 $
+79,8 %
240.622 $+240.622 $
ROPER TECHNOLOGIES INCROP606.354 $+606.354 $
FREEPORT-MCMORAN INCFCX603.950 $+372.003 $
+160,4 %
231.947 $+18.318 $
+8,6 %
213.629 $+213.629 $
Mastercard IncMA514.182 $-73.211 $
-12,5 %
587.393 $+213.932 $
+57,3 %
373.461 $+50.647 $
+15,7 %
BORGWARNER INCBWA584.641 $+32.091 $
+5,8 %
552.550 $+316.823 $
+134,4 %
235.727 $+235.727 $
DYNEX CAPITAL INCDX521.659 $+14.386 $
+2,8 %
507.273 $-74.395 $
-12,8 %
581.668 $-14.482 $
-2,4 %
LINDE PLCLIN574.963 $+574.963 $
LAS VEGAS SANDS CORPLVS572.234 $+335.289 $
+141,5 %
236.945 $+236.945 $
Phillips 66PSX544.550 $+76.728 $
+16,4 %
467.822 $+467.822 $
GARTNER INCIT537.292 $+195.218 $
+57,1 %
342.074 $+103.382 $
+43,3 %
238.692 $+238.692 $
TELEFLEX INCTFX320.662 $-192.287 $
-37,5 %
512.949 $+512.949 $
STERIS plcSTE495.617 $+15.804 $
+3,3 %
479.813 $+479.813 $
BlackRock, Inc.BLK495.403 $+13.700 $
+2,8 %
481.703 $+68.834 $
+16,7 %
412.869 $+52.546 $
+14,6 %
TARGET CORPTGT483.535 $+483.535 $
NEUROCRINE BIOSCIENCES INCNBIX481.824 $+12.985 $
+2,8 %
468.839 $+468.839 $
UNITED PARCEL SERVICE INCUPS474.227 $+474.227 $
CATERPILLAR INCCAT471.056 $+173.299 $
+58,2 %
297.757 $+297.757 $
Medtronic plcMDT470.956 $+68.710 $
+17,1 %
402.246 $+130.925 $
+48,3 %
271.321 $+271.321 $
DELTA AIR LINES, INC.DAL462.280 $+159.201 $
+52,5 %
303.079 $+35.172 $
+13,1 %
267.907 $+267.907 $
CHIPOTLE MEXICAN GRILL INCCMG451.352 $+451.352 $
AUTOZONE INCAZO447.081 $+447.081 $
TENET HEALTHCARE CORPTHC398.363 $-45.901 $
-10,3 %
444.264 $+444.264 $
Booking Holdings Inc.BKNG438.568 $+22.939 $
+5,5 %
415.629 $+84.256 $
+25,4 %
331.373 $+125.574 $
+61,0 %
CUMMINS INCCMI436.861 $+102.616 $
+30,7 %
334.245 $+334.245 $
EXACT SCIENCES CORPEXAS434.452 $+225.765 $
+108,2 %
208.687 $+208.687 $
Public StoragePSA425.347 $+174.660 $
+69,7 %
250.687 $+250.687 $
CHEVRON CORPCVX343.136 $-77.343 $
-18,4 %
420.479 $+213.123 $
+102,8 %
DECKERS OUTDOOR CORPDECK415.440 $+415.440 $
MANHATTAN ASSOCIATES INCMANH403.386 $+194.756 $
+93,3 %
208.630 $+208.630 $
EQUINIX INCEQIX401.122 $+401.122 $
AbbVie Inc.ABBV397.699 $+55.695 $
+16,3 %
342.004 $+65.889 $
+23,9 %
276.115 $+38.599 $
+16,3 %
BECTON DICKINSON & COBDX392.443 $+60.628 $
+18,3 %
331.815 $+331.815 $
BIOMARIN PHARMACEUTICAL INCBMRN251.993 $-135.869 $
-35,0 %
387.862 $+98.550 $
+34,1 %
289.312 $+289.312 $
NNN REIT, INC.NNN251.017 $-133.585 $
-34,7 %
384.602 $+384.602 $
TEXTRON INCTXT370.458 $+156.891 $
+73,5 %
213.567 $+213.567 $
Vertiv Holdings CoVRT368.970 $+23.498 $
+6,8 %
345.472 $+345.472 $
Zoetis Inc.ZTS367.047 $+367.047 $
GARMIN LTDGRMN366.275 $+366.275 $
SCHWAB CHARLES CORPSCHW233.861 $-129.012 $
-35,6 %
362.873 $+362.873 $
Genpact LTDG362.607 $+362.607 $
ROBERT HALF INC.RHI362.391 $+362.391 $
NETFLIX INCNFLX221.277 $-22.788 $
-9,3 %
244.065 $-116.848 $
-32,4 %
360.913 $+99.168 $
+37,9 %
AramarkARMK359.658 $+150.423 $
+71,9 %
209.235 $+209.235 $
MOSAIC COMOS359.345 $+359.345 $
CVS HEALTH CorpCVS349.673 $+34.953 $
+11,1 %
314.720 $+314.720 $
ADVANCED MICRO DEVICES INCAMD313.808 $-29.638 $
-8,6 %
343.446 $+343.446 $
BROWN & BROWN, INC.BRO336.628 $+336.628 $
RALPH LAUREN CORPRL336.342 $+83.318 $
+32,9 %
253.024 $+253.024 $
ASML HOLDING NVASML330.422 $+67.664 $
+25,8 %
262.758 $+262.758 $
GOLDMAN SACHS GROUP INCGS324.860 $+70.941 $
+27,9 %
253.919 $+253.919 $
MGM Resorts InternationalMGM324.493 $+324.493 $
PFIZER INCPFE323.343 $+2.985 $
+0,9 %
320.358 $+48.350 $
+17,8 %
272.008 $+272.008 $
UNITED THERAPEUTICS CorpUTHR319.221 $+319.221 $
DOVER CorpDOV312.577 $+312.577 $
JANUS HENDERSON GROUP PLCJHG309.282 $+22.825 $
+8,0 %
286.457 $+286.457 $
HP INCHPQ306.331 $+306.331 $
CARMAX INCKMX305.501 $+90.515 $
+42,1 %
214.986 $+214.986 $
PROSPERITY BANCSHARES INCPB303.992 $+303.992 $
COCA COLA COKO302.973 $-320.374 $
-51,4 %
NEW YORK TIMES CONYT302.193 $+69.672 $
+30,0 %
232.521 $+232.521 $
HUBSPOT INCHUBS273.636 $-24.159 $
-8,1 %
297.795 $+297.795 $
FISERV INCFISV292.997 $+292.997 $
STIFEL FINANCIAL CORPSF292.018 $+292.018 $
ALIGN TECHNOLOGY INCALGN291.896 $+291.896 $
3M COMMM290.368 $+290.368 $
CIENA CORPCIEN288.251 $+288.251 $
NORTHERN TRUST CORPNTRS286.798 $+286.798 $
Palo Alto Networks IncPANW278.233 $-5.765 $
-2,0 %
283.998 $+76.336 $
+36,8 %
207.662 $+207.662 $
Edwards Lifesciences CorpEW283.906 $+26.692 $
+10,4 %
257.214 $+257.214 $
TORO COTTC201.033 $-76.598 $
-27,6 %
277.631 $+277.631 $
NASDAQ, INC.NDAQ275.488 $+53.689 $
+24,2 %
221.799 $+221.799 $
Bank of New York Mellon CorpBK271.492 $+55.762 $
+25,8 %
215.730 $+215.730 $
SAP SESAP270.782 $+270.782 $
REGIONS FINANCIAL CORPRF267.835 $+267.835 $
WELLTOWER INC.WELL263.266 $+263.266 $
GAP INCGAP262.142 $+262.142 $
METLIFE INCMET260.364 $+260.364 $
Otis Worldwide CorpOTIS259.515 $+259.515 $
Veralto CorpVLTO235.158 $-22.346 $
-8,7 %
257.504 $+257.504 $
AKAMAI TECHNOLOGIES INCAKAM256.636 $+29.622 $
+13,0 %
227.014 $+227.014 $
Monster Beverage CorpMNST253.056 $+21.109 $
+9,1 %
231.947 $+231.947 $
Alcoa CorpAA252.715 $+252.715 $
FIRST INDUSTRIAL REALTY TRUST INCFR247.025 $+247.025 $
Ingredion IncINGR242.672 $+242.672 $
NEWS CORPNWSA236.371 $+27.193 $
+13,0 %
209.178 $+209.178 $
PENTAIR plcPNR236.345 $+236.345 $
MGIC INVESTMENT CORPMTG235.433 $+235.433 $
JONES LANG LASALLE INCJLL235.212 $+235.212 $
ANALOG DEVICES INCADI219.998 $-14.839 $
-6,3 %
234.837 $+234.837 $
AMERICAN EXPRESS COAXP234.739 $+234.739 $
CONSOLIDATED EDISON INCED234.228 $+234.228 $
CURTISS WRIGHT CORPCW231.934 $+231.934 $
NOVARTIS AGNVS231.146 $+231.146 $
NATIONAL FUEL GAS CONFG223.941 $+223.941 $
KLA CORPKLAC223.200 $+223.200 $
FLOWSERVE CORPFLS222.259 $+222.259 $
EVERSOURCE ENERGYES221.778 $+221.778 $
ANTERO RESOURCES CorpAR202.200 $-18.512 $
-8,4 %
220.712 $+220.712 $
TAKEDA PHARMACEUTICAL CO LTDTAK207.291 $-13.240 $
-6,0 %
220.531 $+28.591 $
+14,9 %
191.940 $+17.494 $
+10,0 %
REINSURANCE GROUP OF AMERICA INCRGA220.294 $+220.294 $
NEWMARKET CORPNEU212.161 $+212.161 $
MASTEC INCMTZ207.988 $+207.988 $
Sony Group CorpSONY204.115 $+204.115 $
AMGEN INCAMGN204.039 $+204.039 $
VERIZON COMMUNICATIONS INCVZ203.295 $+203.295 $
AFLAC INCAFL202.204 $+202.204 $
Lloyds Banking Group plcLYG136.805 $+20.370 $
+17,5 %
116.435 $+16.378 $
+16,4 %
100.057 $+43.025 $
+75,4 %
MIZUHO FINANCIAL GROUP INCMFG125.019 $+24.760 $
+24,7 %
100.259 $+41.711 $
+71,2 %
58.548 $+58.548 $
231.728.540 $+31.064.435 $
+24,3 %
206.906.466 $+78.422.736 $
+83,2 %
129.198.128 $+22.314.268 $
+19,0 %
Erweitert ×