Investments: Pathway Financial Advisers, 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 (%)
334.887.342 $+2.611.749 $
+6,2 %
335.082.493 $+32.022.057 $
+9,3 %
303.766.562 $+16.070.953 $
+7,2 %
BANK OF AMERICA CORP /DE/BAC157.409.113 $-4.949.992 $
-3,0 %
162.359.105 $+14.118.159 $
+9,5 %
148.240.946 $+10.947.198 $
+8,0 %
JPMORGAN CHASE & COJPM9.255.833 $+115.131 $
+1,3 %
9.140.702 $-43.026 $
-0,5 %
9.183.728 $+1.473.087 $
+19,1 %
STEEL DYNAMICS INCSTLD7.925.791 $+1.664.530 $
+26,6 %
6.261.261 $+483.417 $
+8,4 %
5.777.844 $+170.748 $
+3,0 %
AbbVie Inc.ABBV7.666.062 $-67.456 $
-0,9 %
7.733.518 $+1.701.977 $
+28,2 %
6.031.541 $-697.137 $
-10,4 %
Duke Energy CORPDUK6.725.788 $-368.377 $
-5,2 %
7.094.165 $+380.872 $
+5,7 %
6.713.293 $-302.649 $
-4,3 %
APPFOLIO INCAPPF6.524.962 $+398.831 $
+6,5 %
6.126.131 $+1.175.304 $
+23,7 %
4.950.827 $-330.669 $
-6,3 %
ENBRIDGE INCENB5.922.378 $-273.913 $
-4,4 %
6.196.291 $+796.676 $
+14,8 %
5.399.615 $+223.884 $
+4,3 %
REALTY INCOME CORPO5.626.338 $-359.610 $
-6,0 %
5.985.948 $+542.272 $
+10,0 %
5.443.676 $+105.257 $
+2,0 %
PEPSICO INCPEP5.693.525 $+76.230 $
+1,4 %
5.617.295 $+609.742 $
+12,2 %
5.007.553 $-503.893 $
-9,1 %
MICROSOFT CORPMSFT5.321.892 $-253.536 $
-4,5 %
5.575.428 $+488.255 $
+9,6 %
5.087.173 $+1.418.948 $
+38,7 %
LOCKHEED MARTIN CORPLMT5.187.548 $-198.316 $
-3,7 %
5.385.864 $+505.683 $
+10,4 %
4.880.181 $+236.542 $
+5,1 %
ALPHA PRO TECH LTDAPT5.307.870 $+1.263.085 $
+31,2 %
4.044.785 $+2.006.441 $
+98,4 %
2.038.344 $+387.581 $
+23,5 %
AMGEN INCAMGN4.997.540 $+693.598 $
+16,1 %
4.303.942 $+202.170 $
+4,9 %
4.101.772 $-413.711 $
-9,2 %
BANK OF NOVA SCOTIABNS4.925.783 $+610.163 $
+14,1 %
4.315.620 $+454.686 $
+11,8 %
3.860.934 $+458.437 $
+13,5 %
RTX CorpRTX4.894.462 $+359.913 $
+7,9 %
4.534.549 $+561.679 $
+14,1 %
3.972.870 $+355.749 $
+9,8 %
NVIDIA CORPNVDA4.433.839 $+81.005 $
+1,9 %
4.352.834 $+1.917.438 $
+78,7 %
2.435.396 $+878.059 $
+56,4 %
VERIZON COMMUNICATIONS INCVZ4.115.911 $-307.390 $
-6,9 %
4.423.301 $+101.124 $
+2,3 %
4.322.177 $-154.277 $
-3,4 %
CHEVRON CORPCVX4.370.297 $-52.072 $
-1,2 %
4.422.369 $+421.881 $
+10,5 %
4.000.488 $-614.201 $
-13,3 %
SOUTHERN COSO3.825.378 $-327.426 $
-7,9 %
4.152.804 $-203.748 $
-4,7 %
4.356.552 $+47.516 $
+1,1 %
Walmart Inc.WMT4.065.036 $+319.206 $
+8,5 %
3.745.830 $+20.297 $
+0,5 %
3.725.533 $+335.863 $
+9,9 %
JOHNSON & JOHNSONJNJ3.942.429 $+383.674 $
+10,8 %
3.558.755 $+613.249 $
+20,8 %
2.945.506 $-256.610 $
-8,0 %
PROCTER & GAMBLE CoPG2.264.801 $-291.730 $
-11,4 %
2.556.531 $-1.308.718 $
-33,9 %
3.865.249 $-240.833 $
-5,9 %
MCDONALDS CORPMCD3.846.693 $+29.545 $
+0,8 %
3.817.148 $+281.334 $
+8,0 %
3.535.814 $-195.053 $
-5,2 %
Medtronic plcMDT3.707.016 $-11.478 $
-0,3 %
3.718.494 $+268.526 $
+7,8 %
3.449.968 $-156.016 $
-4,3 %
CUMMINS INCCMI3.683.691 $+589.442 $
+19,0 %
3.094.249 $+685.306 $
+28,4 %
2.408.943 $+139.151 $
+6,1 %
GOLDMAN SACHS GROUP INCGS3.302.925 $+310.875 $
+10,4 %
2.992.050 $+109.771 $
+3,8 %
2.882.279 $+677.594 $
+30,7 %
UNITEDHEALTH GROUP INCUNH2.654.223 $-144.562 $
-5,2 %
2.798.785 $+546.019 $
+24,2 %
2.252.766 $-1.289.875 $
-36,4 %
EMERSON ELECTRIC COEMR2.715.033 $+89.168 $
+3,4 %
2.625.865 $-31.965 $
-1,2 %
2.657.830 $+563.045 $
+26,9 %
ROYAL BANK OF CANADARY2.702.649 $+416.400 $
+18,2 %
2.286.249 $+1.112.580 $
+94,8 %
1.173.669 $+225.780 $
+23,8 %
ELI LILLY & CoLLY2.700.994 $+816.656 $
+43,3 %
1.884.338 $+491.222 $
+35,3 %
1.393.116 $+18.402 $
+1,3 %
AMAZON COM INCAMZN2.610.308 $+241.796 $
+10,2 %
2.368.512 $+446.016 $
+23,2 %
1.922.496 $+377.933 $
+24,5 %
UNILEVER PLCUL2.569.278 $-13.852 $
-0,5 %
2.583.130 $+269.484 $
+11,6 %
2.313.646 $+105.329 $
+4,8 %
COCA COLA COKO2.447.773 $+161.848 $
+7,1 %
2.285.925 $-159.393 $
-6,5 %
2.445.318 $+21.854 $
+0,9 %
TORONTO DOMINION BANKTD737.233 $+115.056 $
+18,5 %
622.177 $-1.823.506 $
-74,6 %
2.445.683 $+410.575 $
+20,2 %
MPLX LPMPLX2.373.010 $+244.466 $
+11,5 %
2.128.544 $+376.612 $
+21,5 %
1.751.932 $+22.342 $
+1,3 %
METLIFE INCMET1.996.174 $-84.886 $
-4,1 %
2.081.060 $-62.369 $
-2,9 %
2.143.429 $+63.691 $
+3,1 %
KLA CORPKLAC2.025.385 $+239.271 $
+13,4 %
1.786.114 $+249.280 $
+16,2 %
1.536.834 $+392.476 $
+34,3 %
LAM RESEARCH CORPLRCX1.945.903 $+424.189 $
+27,9 %
1.521.714 $+412.671 $
+37,2 %
1.109.043 $+287.732 $
+35,0 %
UNITED PARCEL SERVICE INCUPS1.401.411 $+187.208 $
+15,4 %
1.214.203 $-617.559 $
-33,7 %
1.831.762 $-167.550 $
-8,4 %
SUN LIFE FINANCIAL INCSLF1.529.890 $+44.514 $
+3,0 %
1.485.376 $-281.028 $
-15,9 %
1.766.404 $+221.438 $
+14,3 %
GENERAL DYNAMICS CORPGD1.748.795 $-13.264 $
-0,8 %
1.762.059 $+248.723 $
+16,4 %
1.513.336 $+99.335 $
+7,0 %
BERKSHIRE HATHAWAY INCBRK-B1.761.596 $+5.091 $
+0,3 %
1.756.505 $+59.064 $
+3,5 %
1.697.441 $-144.708 $
-7,9 %
Phillips 66PSX1.548.893 $-76.871 $
-4,7 %
1.625.764 $+202.107 $
+14,2 %
1.423.657 $-56.602 $
-3,8 %
NEXTERA ENERGY INCNEE1.518.100 $+152.347 $
+11,2 %
1.365.753 $+235.950 $
+20,9 %
1.129.803 $+66.106 $
+6,2 %
Constellation Energy CorpCEG1.466.471 $+152.999 $
+11,6 %
1.313.472 $+462.167 $
+54,3 %
851.305 $+409.890 $
+92,9 %
GENUINE PARTS COGPC1.230.652 $-217.061 $
-15,0 %
1.447.713 $+171.477 $
+13,4 %
1.276.236 $+28.408 $
+2,3 %
AMERICAN EXPRESS COAXP1.318.476 $+140.046 $
+11,9 %
1.178.430 $+106.574 $
+9,9 %
1.071.856 $+271.327 $
+33,9 %
ALLSTATE CORPALL1.242.425 $-5.704 $
-0,5 %
1.248.129 $+115.363 $
+10,2 %
1.132.766 $+13.327 $
+1,2 %
PFIZER INCPFE1.154.854 $-15.395 $
-1,3 %
1.170.249 $+161.572 $
+16,0 %
1.008.677 $-1.855 $
-0,2 %
PEOPLES BANCORP INCPEBO1.066.679 $+14.773 $
+1,4 %
1.051.906 $+41.142 $
+4,1 %
1.010.764 $+36.137 $
+3,7 %
DEERE & CODE630.599 $+14.763 $
+2,4 %
615.836 $-346.260 $
-36,0 %
962.096 $+57.531 $
+6,4 %
EXXON MOBIL CORPXOM954.766 $+117.993 $
+14,1 %
836.773 $+102.471 $
+14,0 %
734.302 $+15.151 $
+2,1 %
NNN REIT, INC.NNN767.239 $-63.061 $
-7,6 %
830.300 $+174.091 $
+26,5 %
656.209 $+19.724 $
+3,1 %
STARBUCKS CORPSBUX33.667 $-719.894 $
-95,5 %
753.561 $-68.799 $
-8,4 %
CVS HEALTH CorpCVS706.126 $+27.606 $
+4,1 %
Accenture plcACN651.423 $+58.531 $
+9,9 %
592.892 $-80.359 $
-11,9 %
673.251 $+68.840 $
+11,4 %
EQUINIX INCEQIX473.123 $-11.090 $
-2,3 %
484.213 $+121.980 $
+33,7 %
362.233 $+2.713 $
+0,8 %
SPS COMMERCE INCSPSC398.413 $+57.417 $
+16,8 %
340.996 $+48.585 $
+16,6 %
292.411 $-23.190 $
-7,3 %
CSX CORPCSX124.349 $-208.308 $
-62,6 %
332.657 $+29.461 $
+9,7 %
YUM BRANDS INCYUM304.426 $-1.382 $
-0,5 %
305.808 $-17.233 $
-5,3 %
323.041 $-19.940 $
-5,8 %
Mastercard IncMA312.116 $+9.579 $
+3,2 %
302.537 $+32.261 $
+11,9 %
270.276 $+6.844 $
+2,6 %
BlackRock, Inc.BLK263.925 $+263.925 $
ADVANCED MICRO DEVICES INCAMD232.514 $+79.883 $
+52,3 %
152.631 $+152.631 $
FIRST MERCHANTS CORPFRME221.623 $+737 $
+0,3 %
220.886 $-1.542 $
-0,7 %
222.428 $-10.090 $
-4,3 %
NUCOR CORPNUE205.333 $+26.185 $
+14,6 %
179.148 $+179.148 $
Nu Holdings Ltd.NU168.063 $+922 $
+0,6 %
167.141 $+167.141 $
GENERAL ELECTRIC COGE165.462 $+165.462 $
AES CORPAES158.598 $+13.107 $
+9,0 %
145.491 $+145.491 $
WELLTOWER INC.WELL147.605 $+147.605 $
PALATIN TECHNOLOGIES INCPTNT141.651 $+141.651 $
ANALOG DEVICES INCADI139.154 $+139.154 $
ORACLE CORPORCL123.722 $+123.722 $
CATERPILLAR INCCAT111.153 $+111.153 $
Walt Disney CoDIS104.735 $+104.735 $
HERSHEY COHSY100.753 $+100.753 $
AFLAC INCAFL86.084 $+86.084 $
RIO TINTO PLCRIO80.737 $+80.737 $
EXELON CORPEXC78.184 $+78.184 $
NOVARTIS AGNVS77.153 $+77.153 $
Bank OZKOZK70.647 $+70.647 $
TECK RESOURCES LTDTECK70.617 $+70.617 $
Strategy IncMSTR64.765 $+64.765 $
KROGER COKR63.971 $+63.971 $
Unum GroupUNM59.646 $+59.646 $
NETFLIX INCNFLX58.888 $+58.888 $
ASML HOLDING NVASML56.299 $+56.299 $
MIDDLESEX WATER COMSEX53.809 $+53.809 $
EVERSOURCE ENERGYES50.652 $+50.652 $
AMEREN CORPAEE44.179 $+44.179 $
BOEING COBA37.771 $+37.771 $
CONOCOPHILLIPSCOP37.616 $+37.616 $
CARPENTER TECHNOLOGY CORPCRS36.586 $+36.586 $
Palo Alto Networks IncPANW34.074 $+34.074 $
FEDEX CORPFDX32.672 $+32.672 $
NATIONAL GRID PLCNGG31.233 $+31.233 $
MICROCHIP TECHNOLOGY INCMCHP28.705 $+28.705 $
ASTRAZENECA PLCAZN21.925 $+21.925 $
STRYKER CORPSYK21.390 $+21.390 $
SCHWAB CHARLES CORPSCHW19.813 $+19.813 $
CITIGROUP INCC19.645 $+19.645 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP17.769 $+17.769 $
Grayscale Bitcoin Mini Trust ETFBTC16.206 $+16.206 $
ARES CAPITAL CORPARCC13.862 $+13.862 $
NASDAQ, INC.NDAQ13.309 $+13.309 $
PRICE T ROWE GROUP INCTROW10.767 $+10.767 $
MORGAN STANLEYMS10.468 $+10.468 $
REGIONS FINANCIAL CORPRF7.436 $+7.436 $
FISERV INCFISV6.834 $+6.834 $
CABOT CORPCBT5.374 $+5.374 $
WATSCO INCWSO5.014 $+5.014 $
Parker-Hannifin CorpPH3.806 $+3.806 $
AECOMACM1.518 $+1.518 $
BARRICK MINING CORPB1.188 $+1.188 $
NICOLET BANKSHARES INCNIC112 $+112 $
334.887.342 $+2.611.749 $
+6,2 %
335.082.493 $+32.022.057 $
+9,3 %
303.766.562 $+16.070.953 $
+7,2 %
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