Investments: Trueblood 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 (%)
246.732.585 $+875.377 $
+1,6 %
247.803.080 $+247.803.080 $
BANK OF AMERICA CORP /DE/BAC136.200.569 $+317.242 $
+0,2 %
135.883.327 $+135.883.327 $
JPMORGAN CHASE & COJPM13.544.637 $-441.149 $
-3,2 %
13.985.786 $+13.985.786 $
APPFOLIO INCAPPF9.403.580 $+360.244 $
+4,0 %
9.043.336 $+9.043.336 $
MICROSOFT CORPMSFT6.958.739 $-630.632 $
-8,3 %
7.589.371 $+7.589.371 $
NVIDIA CORPNVDA4.290.137 $+597.412 $
+16,2 %
3.692.725 $+3.692.725 $
ORACLE CORPORCL2.685.562 $-1.186.981 $
-30,7 %
3.872.543 $+3.872.543 $
ALPHA PRO TECH LTDAPT3.236.887 $+737.427 $
+29,5 %
2.499.460 $+2.499.460 $
CATERPILLAR INCCAT3.188.924 $+442.378 $
+16,1 %
2.746.546 $+2.746.546 $
Walmart Inc.WMT2.521.555 $+231.138 $
+10,1 %
2.290.417 $+2.290.417 $
CHEVRON CORPCVX2.180.483 $-124.850 $
-5,4 %
2.305.333 $+2.305.333 $
AMAZON COM INCAMZN2.203.408 $+150.209 $
+7,3 %
2.053.199 $+2.053.199 $
AbbVie Inc.ABBV2.203.092 $+617.337 $
+38,9 %
1.585.755 $+1.585.755 $
ANALOG DEVICES INCADI2.150.303 $+185.120 $
+9,4 %
1.965.183 $+1.965.183 $
Accenture plcACN2.029.672 $-107.718 $
-5,0 %
2.137.390 $+2.137.390 $
LINDE PLCLIN1.905.538 $-184.383 $
-8,8 %
2.089.921 $+2.089.921 $
GOLDMAN SACHS GROUP INCGS2.052.591 $+210.703 $
+11,4 %
1.841.888 $+1.841.888 $
BROWN & BROWN, INC.BRO1.568.062 $-265.878 $
-14,5 %
1.833.940 $+1.833.940 $
BERKSHIRE HATHAWAY INCBRK-B1.737.158 $+100.237 $
+6,1 %
1.636.921 $+1.636.921 $
STRYKER CORPSYK1.613.992 $-83.585 $
-4,9 %
1.697.577 $+1.697.577 $
BlackRock, Inc.BLK1.673.830 $+148.007 $
+9,7 %
1.525.823 $+1.525.823 $
EXXON MOBIL CORPXOM1.610.057 $+36.912 $
+2,3 %
1.573.145 $+1.573.145 $
MCDONALDS CORPMCD1.574.008 $-27.437 $
-1,7 %
1.601.445 $+1.601.445 $
WELLTOWER INC.WELL1.540.127 $-60.129 $
-3,8 %
1.600.256 $+1.600.256 $
JOHNSON & JOHNSONJNJ1.558.293 $+111.265 $
+7,7 %
1.447.028 $+1.447.028 $
AMERICAN EXPRESS COAXP1.546.264 $+192.529 $
+14,2 %
1.353.735 $+1.353.735 $
FASTENAL COFAST1.156.825 $-285.078 $
-19,8 %
1.441.903 $+1.441.903 $
CUMMINS INCCMI1.393.665 $+309.952 $
+28,6 %
1.083.713 $+1.083.713 $
WATSCO INCWSO742.611 $-552.741 $
-42,7 %
1.295.352 $+1.295.352 $
PROCTER & GAMBLE CoPG1.163.918 $-108.098 $
-8,5 %
1.272.016 $+1.272.016 $
NASDAQ, INC.NDAQ1.258.164 $+86.658 $
+7,4 %
1.171.506 $+1.171.506 $
CINTAS CORPCTAS1.156.876 $-19.975 $
-1,7 %
1.176.851 $+1.176.851 $
NEXTERA ENERGY INCNEE875.830 $-249.222 $
-22,2 %
1.125.052 $+1.125.052 $
STERIS plcSTE1.098.368 $+932 $
+0,1 %
1.097.436 $+1.097.436 $
SHERWIN WILLIAMS COSHW660.889 $-341.675 $
-34,1 %
1.002.564 $+1.002.564 $
UNITEDHEALTH GROUP INCUNH841.311 $-149.459 $
-15,1 %
990.770 $+990.770 $
ELI LILLY & CoLLY899.008 $+260.845 $
+40,9 %
638.163 $+638.163 $
SOUTHERN COSO752.925 $-139.951 $
-15,7 %
892.876 $+892.876 $
MORGAN STANLEYMS810.475 $+213.449 $
+35,8 %
597.026 $+597.026 $
COCA COLA COKO788.606 $-3.582 $
-0,5 %
792.188 $+792.188 $
EMERSON ELECTRIC COEMR785.496 $+486.621 $
+162,8 %
298.875 $+298.875 $
CONOCOPHILLIPSCOP742.345 $-41.333 $
-5,3 %
783.678 $+783.678 $
BERKLEY W R CORPWRB777.443 $+39.345 $
+5,3 %
738.098 $+738.098 $
INTUITIVE SURGICAL INCISRG766.851 $+194.844 $
+34,1 %
572.007 $+572.007 $
Eaton Corp plcETN568.597 $-167.304 $
-22,7 %
735.901 $+735.901 $
Mastercard IncMA677.178 $-27.887 $
-4,0 %
705.065 $+705.065 $
PEPSICO INCPEP649.984 $-19.787 $
-3,0 %
669.771 $+669.771 $
LOCKHEED MARTIN CORPLMT592.694 $-73.390 $
-11,0 %
666.084 $+666.084 $
KLA CORPKLAC646.518 $+73.552 $
+12,8 %
572.966 $+572.966 $
NORTHERN TRUST CORPNTRS639.985 $+66.724 $
+11,6 %
573.261 $+573.261 $
Parker-Hannifin CorpPH635.504 $+88.039 $
+16,1 %
547.465 $+547.465 $
VERIZON COMMUNICATIONS INCVZ500.351 $-130.203 $
-20,6 %
630.554 $+630.554 $
CITIGROUP INCC609.134 $+82.298 $
+15,6 %
526.836 $+526.836 $
BOEING COBA606.199 $+66.408 $
+12,3 %
539.791 $+539.791 $
Zoetis Inc.ZTS242.835 $-361.558 $
-59,8 %
604.393 $+604.393 $
DEERE & CODE581.586 $-5.559 $
-0,9 %
587.145 $+587.145 $
JABIL INCJBL568.233 $+27.241 $
+5,0 %
540.992 $+540.992 $
GENERAL DYNAMICS CORPGD526.716 $-40.685 $
-7,2 %
567.401 $+567.401 $
ADVANCED MICRO DEVICES INCAMD527.048 $+53.812 $
+11,4 %
473.236 $+473.236 $
Duke Energy CORPDUK476.503 $-45.690 $
-8,7 %
522.193 $+522.193 $
Palo Alto Networks IncPANW514.471 $-6.796 $
-1,3 %
521.267 $+521.267 $
MPLX LPMPLX519.597 $+42.571 $
+8,9 %
477.026 $+477.026 $
REALTY INCOME CORPO439.127 $-37.262 $
-7,8 %
476.389 $+476.389 $
BOSTON SCIENTIFIC CORPBSX439.754 $-10.320 $
-2,3 %
450.074 $+450.074 $
ARES CAPITAL CORPARCC427.803 $-12.282 $
-2,8 %
440.085 $+440.085 $
Edwards Lifesciences CorpEW428.467 $+37.595 $
+9,6 %
390.872 $+390.872 $
Walt Disney CoDIS404.115 $-1.105 $
-0,3 %
405.220 $+405.220 $
NORDSON CORPNDSN355.896 $-48.358 $
-12,0 %
404.254 $+404.254 $
GENERAL ELECTRIC COGE402.602 $+51.545 $
+14,7 %
351.057 $+351.057 $
COPART INCCPRT345.616 $-51.379 $
-12,9 %
396.995 $+396.995 $
FIRST TRUST ADVISORS LP379.296 $+9.049 $
+2,4 %
370.247 $+370.247 $
FISERV INCFISV377.765 $+377.765 $
NETFLIX INCNFLX292.906 $-77.560 $
-20,9 %
370.466 $+370.466 $
XCEL ENERGY INCXEL308.040 $-46.014 $
-13,0 %
354.054 $+354.054 $
AT&T INC.T295.699 $-52.955 $
-15,2 %
348.654 $+348.654 $
PAYCHEX INCPAYX338.719 $+338.719 $
TYLER TECHNOLOGIES INCTYL293.252 $-44.709 $
-13,2 %
337.961 $+337.961 $
NICOLET BANKSHARES INCNIC332.722 $+332.722 $
Monster Beverage CorpMNST317.797 $+38.797 $
+13,9 %
279.000 $+279.000 $
EVERSOURCE ENERGYES273.336 $-44.363 $
-14,0 %
317.699 $+317.699 $
PALATIN TECHNOLOGIES INCPTNT310.352 $+27.966 $
+9,9 %
282.386 $+282.386 $
RTX CorpRTX262.371 $-19.116 $
-6,8 %
281.487 $+281.487 $
MCCORMICK & CO INCMKC237.254 $-34.005 $
-12,5 %
271.259 $+271.259 $
AFLAC INCAFL266.753 $-3.449 $
-1,3 %
270.202 $+270.202 $
MICRON TECHNOLOGY INCMU266.439 $+266.439 $
GRACO INCGGG253.462 $-8.381 $
-3,2 %
261.843 $+261.843 $
SYNOPSYS INCSNPS255.576 $+255.576 $
FEDEX CORPFDX255.130 $+47.858 $
+23,1 %
207.272 $+207.272 $
3M COMMM254.920 $+7.866 $
+3,2 %
247.054 $+247.054 $
Phillips 66PSX234.467 $-15.162 $
-6,1 %
249.629 $+249.629 $
STIFEL FINANCIAL CORPSF237.918 $+10.978 $
+4,8 %
226.940 $+226.940 $
Medtronic plcMDT234.637 $+3.740 $
+1,6 %
230.897 $+230.897 $
CHIPOTLE MEXICAN GRILL INCCMG232.915 $+9.414 $
+4,2 %
223.501 $+223.501 $
FREEPORT-MCMORAN INCFCX221.954 $+221.954 $
SYSCO CORPSYY219.189 $+219.189 $
SPS COMMERCE INCSPSC215.770 $+215.770 $
DOMINOS PIZZA INCDPZ206.131 $+206.131 $
GLADSTONE LAND CorpLAND128.100 $-140 $
-0,1 %
128.240 $+128.240 $
246.732.585 $+875.377 $
+1,6 %
247.803.080 $+247.803.080 $
Erweitert ×