Investments: BCS Private Wealth Management, Inc.

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 (%)
223.168.059 $+12.867.240 $
+2.261,0 %
212.425.393 $+212.225.221 $
+106.170,4 %
202.606 $+202.606 $
BANK OF AMERICA CORP /DE/BAC115.052.911 $+9.902.469 $
+9,4 %
105.150.442 $+105.048.127 $
+102.671,3 %
102.315 $+102.315 $
MICROSOFT CORPMSFT12.442.092 $-1.169.093 $
-8,6 %
13.611.185 $+13.598.202 $
+104.738,5 %
12.983 $+12.983 $
JPMORGAN CHASE & COJPM11.725.586 $-447.804 $
-3,7 %
12.173.390 $+12.162.112 $
+107.839,3 %
11.278 $+11.278 $
BERKSHIRE HATHAWAY INCBRK-B11.572.511 $-421.357 $
-3,5 %
11.993.868 $+11.980.690 $
+90.914,3 %
13.178 $+13.178 $
ALPHA PRO TECH LTDAPT7.394.825 $+1.554.503 $
+26,6 %
5.840.322 $+5.836.218 $
+142.208,0 %
4.104 $+4.104 $
APPFOLIO INCAPPF7.259.478 $+393.591 $
+5,7 %
6.865.887 $+6.860.981 $
+139.848,8 %
4.906 $+4.906 $
BlackRock, Inc.BLK6.500.604 $+188.107 $
+3,0 %
6.312.497 $+6.306.979 $
+114.298,3 %
5.518 $+5.518 $
PROCTER & GAMBLE CoPG3.838.558 $-517.112 $
-11,9 %
4.355.670 $+4.351.014 $
+93.449,6 %
4.656 $+4.656 $
GENUINE PARTS COGPC3.453.764 $-432.766 $
-11,1 %
3.886.530 $+3.883.183 $
+116.019,8 %
3.347 $+3.347 $
PPL CorpPPL3.585.249 $-190.798 $
-5,1 %
3.776.047 $+3.772.922 $
+120.733,5 %
3.125 $+3.125 $
NORTHERN TRUST CORPNTRS3.479.438 $+66.280 $
+1,9 %
3.413.158 $+3.409.990 $
+107.638,6 %
3.168 $+3.168 $
AMERICAN EXPRESS COAXP3.200.068 $+104.005 $
+3,4 %
3.096.063 $+3.092.930 $
+98.721,0 %
3.133 $+3.133 $
MORGAN STANLEYMS2.868.016 $+139.814 $
+5,1 %
2.728.202 $+2.725.727 $
+110.130,4 %
2.475 $+2.475 $
CAMECO CORPCCJ2.382.766 $-295.052 $
-11,0 %
2.677.818 $+2.675.683 $
+125.324,7 %
2.135 $+2.135 $
VERIZON COMMUNICATIONS INCVZ2.656.329 $+55.604 $
+2,1 %
2.600.725 $+2.598.226 $
+103.970,6 %
2.499 $+2.499 $
ELI LILLY & CoLLY1.803.313 $+522.999 $
+40,8 %
1.280.314 $+1.279.037 $
+100.159,5 %
1.277 $+1.277 $
AMAZON COM INCAMZN1.244.581 $+266.397 $
+27,2 %
978.184 $+977.336 $
+115.251,9 %
848 $+848 $
Duke Energy CORPDUK1.078.918 $-40.401 $
-3,6 %
1.119.319 $+1.118.261 $
+105.695,7 %
1.058 $+1.058 $
GOLDMAN SACHS GROUP INCGS818.838 $-261.400 $
-24,2 %
1.080.238 $+1.079.255 $
+109.792,0 %
983 $+983 $
ALAMOS GOLD INCAGI1.064.306 $+88.679 $
+9,1 %
975.627 $+974.884 $
+131.209,2 %
743 $+743 $
Sea LtdSE1.003.338 $+743.286 $
+285,8 %
260.052 $+259.820 $
+111.991,4 %
232 $+232 $
AMGEN INCAMGN998.296 $+165.806 $
+19,9 %
832.490 $+831.666 $
+100.930,3 %
824 $+824 $
BOEING COBA851.215 $+217.754 $
+34,4 %
633.461 $+632.576 $
+71.477,5 %
885 $+885 $
VSE CORPVSEC762.780 $-82.883 $
-9,8 %
845.663 $+844.997 $
+126.876,4 %
666 $+666 $
NETFLIX INCNFLX635.224 $-202.821 $
-24,2 %
838.045 $+837.116 $
+90.109,4 %
929 $+929 $
Medtronic plcMDT801.256 $+6.790 $
+0,9 %
794.466 $+793.759 $
+112.271,4 %
707 $+707 $
GENERAL ELECTRIC COGE792.254 $+18.523 $
+2,4 %
773.731 $+773.023 $
+109.184,0 %
708 $+708 $
AT&T INC.T791.991 $+791.158 $
+94.977,0 %
833 $+833 $
nVent Electric plcNVT580.923 $-73.159 $
-11,2 %
654.082 $+653.604 $
+136.737,2 %
478 $+478 $
EXXON MOBIL CORPXOM640.570 $+28.450 $
+4,6 %
612.120 $+611.475 $
+94.802,3 %
645 $+645 $
SPS COMMERCE INCSPSC509.258 $-107.482 $
-17,4 %
616.740 $+616.303 $
+141.030,4 %
437 $+437 $
CURTISS WRIGHT CORPCW543.552 $+7.977 $
+1,5 %
535.575 $+535.002 $
+93.368,6 %
573 $+573 $
BP PLCBP500.494 $-37.083 $
-6,9 %
537.577 $+537.577 $
INTEL CORPINTC536.378 $+15.145 $
+2,9 %
521.233 $+520.885 $
+149.679,6 %
348 $+348 $
NVIDIA CORPNVDA326.189 $-210.071 $
-39,2 %
536.260 $+535.880 $
+141.021,1 %
380 $+380 $
PAN AMERICAN SILVER CORPPAAS518.100 $+518.100 $
APi Group CorpAPG492.942 $+41.526 $
+9,2 %
451.416 $+450.965 $
+99.992,2 %
451 $+451 $
CVS HEALTH CorpCVS486.239 $+31.863 $
+7,0 %
454.376 $+453.983 $
+115.517,3 %
393 $+393 $
FLOWSERVE CORPFLS481.911 $+109.795 $
+29,5 %
372.116 $+371.757 $
+103.553,5 %
359 $+359 $
COLGATE PALMOLIVE COCL452.390 $-5.267 $
-1,2 %
457.657 $+457.137 $
+87.911,0 %
520 $+520 $
HOLOGIC INCHOLX454.761 $+52.858 $
+13,2 %
401.903 $+401.903 $
MSA Safety IncMSA384.977 $-35.562 $
-8,5 %
420.539 $+420.136 $
+104.252,1 %
403 $+403 $
COCA COLA COKO417.852 $+1.702 $
+0,4 %
416.150 $+415.695 $
+91.361,5 %
455 $+455 $
CENTRUS ENERGY CORPLEU387.588 $+387.359 $
+169.152,4 %
229 $+229 $
ISHARES GOLD TRUSTIAU376.304 $+376.304 $
PEPSICO INCPEP366.994 $+11.400 $
+3,2 %
355.594 $+355.260 $
+106.365,3 %
334 $+334 $
QUEST DIAGNOSTICS INCDGX349.663 $-17.204 $
-4,7 %
366.867 $+366.556 $
+117.863,7 %
311 $+311 $
EPLUS INCPLUS364.832 $+103.515 $
+39,6 %
261.317 $+261.317 $
NICOLET BANKSHARES INCNIC333.424 $-31.252 $
-8,6 %
364.676 $+364.305 $
+98.195,4 %
371 $+371 $
FISERV INCFISV359.360 $+358.910 $
+79.757,8 %
450 $+450 $
Walt Disney CoDIS355.585 $+22.962 $
+6,9 %
332.623 $+332.261 $
+91.784,8 %
362 $+362 $
STATE STREET CORPSTT350.649 $+35.334 $
+11,2 %
315.315 $+315.026 $
+109.005,5 %
289 $+289 $
FEDEX CORPFDX348.372 $+63.660 $
+22,4 %
284.712 $+284.437 $
+103.431,6 %
275 $+275 $
Gentherm IncTHRM331.876 $+331.876 $
VERRA MOBILITY CorpVRRM273.962 $-45.286 $
-14,2 %
319.248 $+318.941 $
+103.889,6 %
307 $+307 $
AAR CORPAIR276.519 $-31.946 $
-10,4 %
308.465 $+308.465 $
ARGAN INCAGX304.346 $+304.346 $
MESOBLAST LTDMESO288.640 $+288.640 $
SOUTHERN COSO272.936 $-14.217 $
-5,0 %
287.153 $+286.875 $
+103.192,4 %
278 $+278 $
GRAPHIC PACKAGING HOLDING COGPK279.232 $+278.701 $
+52.486,1 %
531 $+531 $
STARBUCKS CORPSBUX273.430 $-1.266 $
-0,5 %
274.696 $+274.398 $
+92.079,9 %
298 $+298 $
CHEVRON CORPCVX266.565 $-5.037 $
-1,9 %
271.602 $+271.362 $
+113.067,5 %
240 $+240 $
CITIGROUP INCC271.026 $+241.256 $
+810,4 %
29.770 $+29.521 $
+11.855,8 %
249 $+249 $
PFIZER INCPFE268.920 $+268.920 $
DEERE & CODE233.570 $+233.570 $
Ingredion IncINGR209.053 $-22.468 $
-9,7 %
231.521 $+230.294 $
+18.768,9 %
1.227 $+1.227 $
AbbVie Inc.ABBV205.641 $-2.745 $
-1,3 %
208.386 $+208.386 $
UNIFI INCUFI152.026 $-54.729 $
-26,5 %
206.755 $+206.528 $
+90.981,5 %
227 $+227 $
KROGER COKR205.263 $+205.263 $
CINTAS CORPCTAS202.797 $+202.577 $
+92.080,5 %
220 $+220 $
PERRIGO Co plcPRGO349 $+349 $
ALLSTATE CORPALL332 $+332 $
Aptiv PLCAPTV286 $+286 $
Simply Good Foods CoSMPL268 $+268 $
BOSTON SCIENTIFIC CORPBSX218 $+218 $
223.168.059 $+12.867.240 $
+2.261,0 %
212.425.393 $+212.225.221 $
+106.170,4 %
202.606 $+202.606 $
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