Investments: Capital Investment Counsel, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Capital Investment Counsel, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
667.810.907 $+25.047.680 $
+115,9 %
660.908.443 $+19.881.624 $
+62,5 %
630.738.228 $-24.330.494 $
+56,6 %
606.912.344 $+59.548.406 $
+27,2 %
INVESCO EXCH TRD SLF IDX FD59.062.197 $+7.361.661 $
+14,2 %
58.268.025 $+4.501.270 $
+8,4 %
55.514.040 $+5.291.793 $
+10,5 %
51.737.159 $+40.615.505 $
+365,2 %
ISHARES TR51.700.536 $+36.823.084 $
+247,5 %
53.766.755 $+36.687.499 $
+214,8 %
50.222.247 $+35.492.548 $
+241,0 %
44.417.306 $+31.460.930 $
+242,8 %
SELECT SECTOR SPDR TR24.226.773 $+11.796.513 $
+94,9 %
17.079.256 $+5.118.377 $
+42,8 %
14.729.699 $+13.893.113 $
+1.660,7 %
12.411.389 $+11.541.356 $
+1.326,5 %
Broadcom Inc.AVGO16.214.142 $-4.338.830 $
-21,1 %
20.552.972 $-291.448 $
-1,4 %
20.844.420 $-32.517 $
-0,2 %
20.876.937 $+6.143.852 $
+41,7 %
FIRST TRUST PORTFOLIOS LP19.861.856 $-700.229 $
-3,4 %
20.562.085 $+1.732.526 $
+9,2 %
18.829.559 $+2.258.631 $
+13,6 %
16.570.928 $+1.510.768 $
+10,0 %
Alphabet Inc.GOOGL17.626.163 $-2.634.297 $
-13,0 %
20.260.460 $+3.497.078 $
+20,9 %
16.763.382 $+4.294.153 $
+34,4 %
12.469.229 $+1.204.527 $
+10,7 %
BlackRock Finance, Inc.19.919.352 $+276.062 $
+1,4 %
19.643.290 $+1.896.431 $
+10,7 %
17.746.859 $+2.554.715 $
+16,8 %
15.192.144 $+1.481.938 $
+10,8 %
Apple Inc.AAPL16.614.480 $-1.568.600 $
-8,6 %
18.183.080 $+1.254.267 $
+7,4 %
16.928.813 $+3.497.777 $
+26,0 %
13.431.036 $-2.039.198 $
-13,2 %
MICROSOFT CORPMSFT13.089.682 $-4.102.426 $
-23,9 %
17.192.108 $-957.212 $
-5,3 %
18.149.320 $+169.650 $
+0,9 %
17.979.670 $+3.739.910 $
+26,3 %
FIRST TR EXCHANGE-TRADED FD17.595.019 $+16.877.173 $
+2.351,1 %
10.629.083 $-4.336.506 $
-29,0 %
8.381.275 $-4.259.180 $
-33,7 %
7.719.841 $-3.654.585 $
-32,1 %
WisdomTree, Inc.WT16.131.046 $-880.623 $
-5,2 %
17.011.669 $+589.490 $
+3,6 %
16.422.179 $+273.944 $
+1,7 %
16.148.235 $+8.306.135 $
+105,9 %
CHEVRON CORPCVX15.624.640 $+3.894.841 $
+33,2 %
11.729.799 $+46.598 $
+0,4 %
11.683.201 $+611.188 $
+5,5 %
11.072.013 $-1.776.222 $
-13,8 %
INVESCO EXCHANGE TRADED FD T14.877.452 $+14.099.853 $
+1.813,3 %
14.965.589 $+2.254.697 $
+17,7 %
12.640.455 $+2.119.107 $
+20,1 %
11.374.426 $+3.894.463 $
+52,1 %
INVESCO EXCHNG TRAD SLF INDE14.868.458 $+14.601.169 $
+5.462,7 %
12.710.892 $+7.670.815 $
+152,2 %
10.521.348 $+5.528.834 $
+110,7 %
7.479.963 $-44.257.196 $
-85,5 %
CATERPILLAR INCCAT14.423.688 $+2.083.947 $
+16,9 %
12.339.741 $+1.734.981 $
+16,4 %
10.604.760 $+1.977.487 $
+22,9 %
8.627.273 $+1.188.564 $
+16,0 %
SCHWAB STRATEGIC TR12.430.260 $-2.438.198 $
-16,4 %
11.960.879 $+11.652.277 $
+3.775,8 %
14.143.715 $-30.273.591 $
-68,2 %
12.956.376 $+544.987 $
+4,4 %
COSTCO WHOLESALE CORP /NEWCOST12.879.688 $+1.574.554 $
+13,9 %
11.305.134 $-613.683 $
-5,1 %
11.918.817 $-829.073 $
-6,5 %
12.747.890 $-150.236 $
-1,2 %
INVESCO QQQ TRUST, SERIES 1QQQ11.573.787 $-831.704 $
-6,7 %
12.405.491 $+620.023 $
+5,3 %
11.785.468 $+1.063.971 $
+9,9 %
10.721.497 $+1.457.214 $
+15,7 %
iSHARES TRUST12.113.656 $+640.096 $
+5,6 %
11.473.560 $+668.461 $
+6,2 %
10.805.099 $+784.383 $
+7,8 %
10.020.716 $+3.197.735 $
+46,9 %
AbbVie Inc.ABBV10.605.709 $-364.009 $
-3,3 %
10.969.718 $-106.949 $
-1,0 %
11.076.667 $+1.736.103 $
+18,6 %
9.340.564 $-1.456.063 $
-13,5 %
NORTHROP GRUMMAN CORP /DE/NOC11.010.925 $+1.744.800 $
+18,8 %
9.266.125 $-414.369 $
-4,3 %
9.680.494 $+1.785.624 $
+22,6 %
7.894.870 $-871.720 $
-9,9 %
JPMORGAN CHASE & COJPM9.998.945 $-932.596 $
-8,5 %
10.931.541 $+270.100 $
+2,5 %
10.661.441 $+205.632 $
+2,0 %
10.455.809 $+1.342.855 $
+14,7 %
THOMSON REUTERS CORP NPV Com Stk (Post Rev Split)6.221.779 $-2.159.496 $
-25,8 %
7.357.516 $+7.127.489 $
+3.098,5 %
10.899.847 $+3.180.006 $
+41,2 %
Walmart Inc.WMT10.658.293 $+1.039.563 $
+10,8 %
9.618.730 $+740.626 $
+8,3 %
8.878.104 $+275.322 $
+3,2 %
8.602.782 $+162.476 $
+1,9 %
Ares Management CorpARES6.836.168 $-2.559.328 $
-27,2 %
9.395.496 $+299.409 $
+3,3 %
9.096.087 $-1.545.261 $
-14,5 %
10.641.348 $+1.136.086 $
+12,0 %
EXXON MOBIL CORPXOM10.390.923 $+2.946.993 $
+39,6 %
7.443.930 $+640.427 $
+9,4 %
6.803.503 $+365.095 $
+5,7 %
6.438.408 $-1.202.189 $
-15,7 %
MOLSON COORS BEVERAGE COTAP4.287.355 $-360.433 $
-7,8 %
4.647.788 $+142.381 $
+3,2 %
4.505.407 $-5.823.988 $
-56,4 %
10.329.395 $-2.745.055 $
-21,0 %
AMAZON COM INCAMZN8.457.845 $-658.856 $
-7,2 %
9.116.701 $+758.549 $
+9,1 %
8.358.152 $-225.043 $
-2,6 %
8.583.195 $+651.446 $
+8,2 %
DEERE & CODE8.739.036 $+1.367.666 $
+18,6 %
7.371.370 $+229.426 $
+3,2 %
7.141.944 $-641.512 $
-8,2 %
7.783.456 $+300.140 $
+4,0 %
INTERNATIONAL BUSINESS MACHINES CORPIBM6.901.328 $-1.153.511 $
-14,3 %
8.054.839 $+509.598 $
+6,8 %
7.545.241 $-776.104 $
-9,3 %
8.321.345 $+1.120.400 $
+15,6 %
Mastercard IncMA6.905.801 $-1.343.986 $
-16,3 %
8.249.787 $+252.887 $
+3,2 %
7.996.900 $-138.305 $
-1,7 %
8.135.205 $-41.101 $
-0,5 %
PNC FINANCIAL SERVICES GROUP, INC.PNC8.242.670 $+179.476 $
+2,2 %
8.063.194 $+420.268 $
+5,5 %
7.642.926 $+362.863 $
+5,0 %
7.280.063 $+378.369 $
+5,5 %
S&P Global Inc.SPGI6.412.001 $-1.271.640 $
-16,5 %
7.683.641 $+528.517 $
+7,4 %
7.155.124 $-921.904 $
-11,4 %
8.077.028 $+69.880 $
+0,9 %
LAMAR ADVERTISING CO/NEWLAMR7.803.101 $+191.442 $
+2,5 %
7.611.659 $+321.814 $
+4,4 %
7.289.845 $+329.542 $
+4,7 %
6.960.303 $+394.174 $
+6,0 %
DIGITAL REALTY TRUST, INC.DLR7.787.018 $+1.305.936 $
+20,1 %
6.481.082 $-696.150 $
-9,7 %
7.177.232 $-599.511 $
-7,7 %
7.776.743 $+1.186.977 $
+18,0 %
ING GROEP NVING7.359.802 $-277.926 $
-3,6 %
7.637.728 $+595.867 $
+8,5 %
7.041.861 $+670.911 $
+10,5 %
6.370.950 $+469.874 $
+8,0 %
O REILLY AUTOMOTIVE INCORLY6.685.090 $+148.069 $
+2,3 %
6.537.021 $-1.080.187 $
-14,2 %
7.617.208 $+1.285.215 $
+20,3 %
6.331.993 $-581.638 $
-8,4 %
HORTON D R INC /DE/DHI6.166.941 $-265.151 $
-4,1 %
6.432.092 $-1.033.739 $
-13,8 %
7.465.831 $+1.732.501 $
+30,2 %
5.733.330 $-25.405 $
-0,4 %
ROPER TECHNOLOGIES INCROP5.759.982 $-493.591 $
-7,9 %
6.253.573 $-940.193 $
-13,1 %
7.193.766 $-421.249 $
-5,5 %
AMGEN INCAMGN6.932.073 $+694.269 $
+11,1 %
6.237.804 $+1.055.826 $
+20,4 %
5.181.978 $+159.608 $
+3,2 %
5.022.370 $-723.128 $
-12,6 %
GILEAD SCIENCES, INC.GILD6.815.748 $+811.801 $
+13,5 %
6.003.947 $+567.835 $
+10,4 %
5.436.112 $-46.629 $
-0,9 %
5.482.741 $-432.264 $
-7,3 %
EMERSON ELECTRIC COEMR6.666.560 $+30.825 $
+0,5 %
6.635.735 $+269.832 $
+4,2 %
6.365.903 $-42.603 $
-0,7 %
6.408.506 $+1.027.375 $
+19,1 %
MORGAN STANLEYMS6.469.904 $-193.685 $
-2,9 %
6.663.589 $+834.367 $
+14,3 %
5.829.222 $+781.363 $
+15,5 %
5.047.859 $+911.674 $
+22,0 %
HOME DEPOT, INC.HD5.545.100 $-218.590 $
-3,8 %
5.763.690 $-846.597 $
-12,8 %
6.610.287 $+368.592 $
+5,9 %
6.241.695 $-76.975 $
-1,2 %
Meta Platforms, Inc.META5.836.318 $-736.882 $
-11,2 %
6.573.200 $+6.092.181 $
+1.266,5 %
481.019 $+57.355 $
+13,5 %
423.664 $-11.490 $
-2,6 %
BlackRock Fund Advisors6.345.355 $+110.871 $
+1,8 %
6.234.484 $+569.359 $
+10,1 %
5.665.125 $+614.069 $
+12,2 %
5.051.056 $+2.005.071 $
+65,8 %
Duke Energy CORPDUK6.165.777 $+6.165.777 $
SOUTHERN COSO5.962.267 $+677.210 $
+12,8 %
5.285.057 $-464.712 $
-8,1 %
5.749.769 $-317.975 $
-5,2 %
6.067.744 $-389.754 $
-6,0 %
BLUE OWL CAPITAL INC.OWL5.010.823 $-661.717 $
-11,7 %
5.672.540 $+206.630 $
+3,8 %
PUBLIC SERVICE ENTERPRISE GROUP INCPEG5.461.130 $+278.488 $
+5,4 %
5.182.642 $+7.454 $
+0,1 %
5.175.188 $-450.225 $
-8,0 %
5.625.413 $+32.470 $
+0,6 %
UNION PACIFIC CORPUNP279.013 $-33.269 $
-10,7 %
312.282 $-5.274.658 $
-94,4 %
5.586.940 $+126.355 $
+2,3 %
5.460.585 $-284.398 $
-5,0 %
DARDEN RESTAURANTS INCDRI5.578.514 $+591.756 $
+11,9 %
4.986.758 $+4.986.758 $
PEPSICO INCPEP5.512.693 $+511.977 $
+10,2 %
5.000.716 $+148.290 $
+3,1 %
4.852.426 $+18.627 $
+0,4 %
4.833.799 $-480.613 $
-9,0 %
Equitable Holdings, Inc.EQH3.690.961 $-1.092.765 $
-22,8 %
4.783.726 $-269.696 $
-5,3 %
5.053.422 $-408.811 $
-7,5 %
5.462.233 $+5.462.233 $
VANGUARD GROUP INC5.028.889 $-381.990 $
-7,1 %
5.410.879 $+275.846 $
+5,4 %
5.135.033 $+362.377 $
+7,6 %
4.772.656 $+1.103.416 $
+30,1 %
WATERS CORP /DE/WAT4.228.462 $-1.146.512 $
-21,3 %
5.374.974 $+1.127.866 $
+26,6 %
4.247.108 $-690.412 $
-14,0 %
4.937.520 $-436.599 $
-8,1 %
PAYCHEX INCPAYX4.060.937 $-468.222 $
-10,3 %
4.529.159 $-593.243 $
-11,6 %
5.122.402 $-431.090 $
-7,8 %
INVESCO EXCH TRADED FD TR II4.846.291 $-54.215.906 $
-91,8 %
5.040.077 $-53.227.948 $
-91,4 %
4.992.514 $-50.521.526 $
-91,0 %
ADOBE INC.ADBE4.320.482 $-582.061 $
-11,9 %
4.902.543 $+86.557 $
+1,8 %
EOG RESOURCES INCEOG4.879.490 $-643.294 $
-11,6 %
UNILEVER PLCUL3.754.494 $-489.181 $
-11,5 %
4.243.675 $-140.333 $
-3,2 %
4.384.008 $-79.460 $
-1,8 %
4.463.468 $-75.627 $
-1,7 %
Fidelity National Financial, Inc.FNF3.478.645 $-524.337 $
-13,1 %
4.002.982 $-386.906 $
-8,8 %
4.389.888 $+528.020 $
+13,7 %
3.861.868 $-838.348 $
-17,8 %
CANADIAN NATURAL RESOURCES LTDCNQ4.112.422 $+4.112.422 $
CITIZENS FINANCIAL GROUP INC/RICFG4.094.152 $+277.409 $
+7,3 %
3.816.743 $+3.816.743 $
BERKSHIRE HATHAWAY INCBRK-B3.797.660 $-109.941 $
-2,8 %
3.907.601 $-144.483 $
-3,6 %
4.052.084 $+119.776 $
+3,0 %
3.932.308 $-254.303 $
-6,1 %
ADVANCED DRAINAGE SYSTEMS, INC.WMS3.793.153 $+3.793.153 $
NOVO NORDISK A SNVO3.727.113 $+3.727.113 $
ELI LILLY & CoLLY2.703.334 $-661.641 $
-19,7 %
3.364.975 $+1.089.601 $
+47,9 %
2.275.374 $-30.586 $
-1,3 %
2.305.960 $-126.461 $
-5,2 %
Invesco Ltd.IVZ792.604 $-234.761 $
-22,9 %
1.027.365 $-1.711.565 $
-62,5 %
2.738.930 $-618.932 $
-18,4 %
3.357.862 $+818.195 $
+32,2 %
SanofiSNY3.294.935 $-481.836 $
-12,8 %
ADVISORS INNER CIRCLE FD III3.140.029 $-21.086.744 $
-87,0 %
Public StoragePSA2.929.838 $+221.177 $
+8,2 %
2.708.661 $-374.813 $
-12,2 %
3.083.474 $+48.631 $
+1,6 %
3.034.843 $-114.885 $
-3,6 %
UNITED PARCEL SERVICE INCUPS2.840.526 $+2.840.526 $
NVIDIA CORPNVDA1.913.808 $-392.340 $
-17,0 %
2.306.148 $+123.616 $
+5,7 %
2.182.532 $+426.789 $
+24,3 %
1.755.743 $+463.962 $
+35,9 %
Eaton Corp plcETN1.213.932 $+51.689 $
+4,4 %
1.162.243 $-220.611 $
-16,0 %
1.382.854 $-894.385 $
-39,3 %
2.277.239 $+543.235 $
+31,3 %
SELECT SECTOR SPDR TRUST2.048.824 $-24.134 $
-1,2 %
2.072.958 $+273.262 $
+15,2 %
1.799.696 $+323.156 $
+21,9 %
1.476.540 $+118.015 $
+8,7 %
LOCKHEED MARTIN CORPLMT1.106.638 $+221.038 $
+25,0 %
885.600 $-28.454 $
-3,1 %
914.054 $-334.108 $
-26,8 %
1.248.162 $+44.279 $
+3,7 %
FIRST TRUST EXCHANGE-TRADED FUND736.024 $-408.529 $
-35,7 %
1.144.553 $-45.327 $
-3,8 %
1.189.880 $-21.297 $
-1,8 %
1.211.177 $+174.403 $
+16,8 %
WASTE MANAGEMENT INCWM237.171 $-765.976 $
-76,4 %
1.003.147 $-11.793 $
-1,2 %
SPDR SER TR717.846 $+387.170 $
+117,1 %
777.599 $-9.851.484 $
-92,7 %
836.586 $-6.520.930 $
-88,6 %
870.033 $-10.029.814 $
-92,0 %
VANGUARD SPECIALIZED FUNDS842.250 $-2.297.779 $
-73,2 %
462.899 $-5.758.880 $
-92,6 %
230.027 $-136.472 $
-37,2 %
FIFTH THIRD BANCORPFITB799.158 $-6.021 $
-0,7 %
805.179 $+38.874 $
+5,1 %
766.305 $+58.828 $
+8,3 %
707.477 $+33.198 $
+4,9 %
FISERV INCFISV526.919 $-107.367 $
-16,9 %
634.286 $+634.286 $
PROGRESSIVE CORP/OH/PGR569.147 $+256.943 $
+82,3 %
312.204 $-26.364 $
-7,8 %
338.568 $-27.297 $
-7,5 %
365.865 $-22.142 $
-5,7 %
VISA INC.V330.348 $-185.546 $
-36,0 %
515.894 $-24.169 $
-4,5 %
540.063 $+12.104 $
+2,3 %
527.959 $-15.254 $
-2,8 %
ABBOTT LABORATORIESABT278.394 $-18.953 $
-6,4 %
297.347 $-226.972 $
-43,3 %
524.319 $-53.439 $
-9,2 %
Tesla, Inc.TSLA417.970 $-90.663 $
-17,8 %
508.633 $+15.883 $
+3,2 %
492.750 $+492.750 $
PROCTER & GAMBLE CoPG433.464 $+4.394 $
+1,0 %
429.070 $-47.550 $
-10,0 %
476.620 $-27.307 $
-5,4 %
503.927 $-15.002 $
-2,9 %
MCDONALDS CORPMCD424.228 $+6.126 $
+1,5 %
418.102 $+5.419 $
+1,3 %
412.683 $+39.874 $
+10,7 %
372.809 $-22.027 $
-5,6 %
BANK OF AMERICA CORP /DE/BAC327.113 $-56.952 $
-14,8 %
384.065 $+23.812 $
+6,6 %
360.253 $+29.817 $
+9,0 %
330.436 $+28.855 $
+9,6 %
INTUIT INC.INTU319.949 $-39.262 $
-10,9 %
359.211 $-23.577 $
-6,2 %
382.788 $+61.057 $
+19,0 %
SPDR GOLD TRUSTGLD379.946 $+69.635 $
+22,4 %
310.311 $+44.419 $
+16,7 %
265.892 $+265.892 $
VANGUARD WHITEHALL FDS313.603 $-4.532.688 $
-93,5 %
366.499 $-13.777.216 $
-97,4 %
UNITED RENTALS, INC.URI364.280 $+364.280 $
VANGUARD TAX-MANAGED INTL FD330.676 $-511.574 $
-60,7 %
308.602 $-154.297 $
-33,3 %
TEXAS INSTRUMENTS INCTXN242.524 $-79.287 $
-24,6 %
321.811 $-5.081.623 $
-94,0 %
JOHNSON & JOHNSONJNJ315.299 $+47.116 $
+17,6 %
268.183 $+39.397 $
+17,2 %
228.786 $+3.595 $
+1,6 %
HCA Healthcare, Inc.HCA302.874 $+4.084 $
+1,4 %
298.790 $+6.843 $
+2,3 %
291.947 $+29.523 $
+11,3 %
262.424 $+21.230 $
+8,8 %
VANGUARD WORLD FDS267.289 $-46.314 $
-14,8 %
Merck & Co., Inc.MRK245.533 $+33.100 $
+15,6 %
212.433 $-27.968 $
-11,6 %
Magnum Ice Cream Co N.V.MICC208.665 $+208.665 $
667.810.907 $+25.047.680 $
+115,9 %
660.908.443 $+19.881.624 $
+62,5 %
630.738.228 $-24.330.494 $
+56,6 %
606.912.344 $+59.548.406 $
+27,2 %
Erweitert ×