Investments: Atwater Malick LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Atwater Malick LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
441.082.884 $+84.455.544 $
+171,0 %
85355.818.001 $+25.721.037 $
+98,0 %
62350.564.153 $-2.026.616 $
+1,3 %
63333.336.707 $+34.168.589 $
+102,7 %
61
iSHARES TRUST→ 049.935.388 $+10.573.705 $
+26,9 %
139.361.683 $+2.653.980 $
+7,2 %
136.707.703 $+4.589.852 $
+14,3 %
132.117.851 $+8.460.874 $
+35,8 %
1
ISHARES TR→ 045.046.018 $+44.585.814 $
+9.688,3 %
123.171.387 $+22.779.153 $
+5.807,5 %
119.812.870 $+3.223.361 $
+19,4 %
116.589.509 $+16.222.739 $
+4.423,1 %
1
CATERPILLAR INCCAT→ 0Sehr stark40.323.098 $+13.387.010 $
+49,7 %
126.936.088 $+4.212.845 $
+18,5 %
122.723.243 $+2.895.457 $
+14,6 %
119.827.786 $+3.196.971 $
+19,2 %
1
Apple Inc.AAPL→ 0Neutral29.538.154 $+4.176.812 $
+16,5 %
125.361.342 $-2.445.565 $
-8,8 %
127.806.907 $+904.226 $
+3,4 %
126.902.681 $+4.901.492 $
+22,3 %
1
Alphabet Inc.GOOGL→ 0Neutral28.038.496 $+5.873.452 $
+26,5 %
122.165.044 $-3.102.041 $
-12,3 %
125.267.085 $+4.363.934 $
+20,9 %
120.903.151 $+5.241.369 $
+33,5 %
1
BlackRock Finance, Inc.→ 027.864.796 $+5.557.026 $
+24,9 %
122.307.770 $+2.827.774 $
+14,5 %
119.479.996 $+3.610.911 $
+22,8 %
115.869.085 $+10.638.179 $
+203,4 %
1
D L CARLSON INVESTMENT GROUP INC→ 023.597.379 $+4.419.736 $
+23,0 %
119.177.643 $+4.350.830 $
+29,3 %
114.826.813 $+2.731.324 $
+22,6 %
112.095.489 $+10.936.443 $
+943,6 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral23.041.522 $+3.834.601 $
+20,0 %
119.206.921 $-1.536.147 $
-7,4 %
120.743.068 $+1.263.961 $
+6,5 %
119.479.107 $+1.516.776 $
+8,4 %
1
MAI Capital Management→ 020.014.699 $+2.422.959 $
+13,8 %
117.591.740 $+2.284.005 $
+14,9 %
115.307.735 $+3.243.755 $
+26,9 %
112.063.980 $+9.723.520 $
+415,5 %
1
Walmart Inc.WMT→ 0Stark17.498.683 $-1.443.095 $
-7,6 %
118.941.778 $+1.651.045 $
+9,5 %
117.290.733 $+851.517 $
+5,2 %
116.439.216 $+437.117 $
+2,7 %
1
WASTE MANAGEMENT INCWM→ 0Sehr stark15.925.125 $-225.106 $
-1,4 %
116.150.231 $+779.195 $
+5,1 %
115.371.036 $-81.447 $
-0,5 %
115.452.483 $-536.101 $
-3,4 %
1
CUMMINS INCCMI→ 0Stark14.330.139 $+3.246.145 $
+29,3 %
111.083.994 $-1.179.799 $
-9,6 %
112.263.793 $+236.959 $
+2,0 %
112.026.834 $+242.519 $
+2,1 %
1
MCDONALDS CORPMCD→ 0Neutral12.116.127 $-1.631.694 $
-11,9 %
113.747.821 $+556.194 $
+4,2 %
113.191.627 $+492.343 $
+3,9 %
112.699.284 $+1.217.710 $
+10,6 %
1
MICROSOFT CORPMSFT→ 0Neutral9.671.752 $+747.998 $
+8,4 %
18.923.754 $-1.935.989 $
-17,8 %
110.859.743 $-340.959 $
-3,0 %
111.200.702 $+1.372.882 $
+14,0 %
1
SONATA CAPITAL GROUP INC→ 08.851.100 $+177.698 $
+2,0 %
18.673.402 $+21.113 $
+0,2 %
18.652.289 $-883.749 $
-9,3 %
19.536.038 $+82.688 $
+0,9 %
1
QUEST DIAGNOSTICS INCDGX→ 0Stark6.264.606 $+323.276 $
+5,4 %
15.941.330 $-190.005 $
-3,1 %
16.131.335 $-2.052.599 $
-25,1 %
18.183.934 $-1.994.916 $
-19,6 %
1
PROCTER & GAMBLE CoPG→ 0Neutral5.115.370 $-44.730 $
-0,9 %
15.160.100 $-878.535 $
-14,5 %
16.038.635 $-1.717.600 $
-22,1 %
17.756.235 $-2.521.572 $
-24,5 %
1
COCA COLA COKO→ 0Neutral6.464.135 $+331.767 $
+5,4 %
16.132.368 $-359.684 $
-5,5 %
16.492.052 $-796.464 $
-10,9 %
17.288.516 $-2.823.090 $
-27,9 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral7.054.744 $+309.700 $
+4,6 %
16.745.044 $+203.176 $
+3,1 %
16.541.868 $-347.118 $
-5,0 %
16.888.986 $-595.140 $
-8,0 %
1
Accenture plcACN→ 0Neutral1.688.029 $-1.636.663 $
-49,2 %
13.324.692 $-2.284.607 $
-40,7 %
15.609.299 $-1.030.414 $
-15,5 %
16.639.713 $-5.114.582 $
-43,5 %
1
SMITH A O CORPAOS→ 0Stark2.875.409 $-372.477 $
-11,5 %
13.247.886 $-769.540 $
-19,2 %
14.017.426 $-2.127.161 $
-34,6 %
16.144.587 $-1.478.103 $
-19,4 %
1
LOWES COMPANIES INCLOW→ 0Neutral3.507.777 $-376.904 $
-9,7 %
13.884.681 $-581.604 $
-13,0 %
14.466.285 $-1.236.493 $
-21,7 %
15.702.778 $-1.498.714 $
-20,8 %
1
Walt Disney CoDIS→ 0Neutral1.831.638 $-132.297 $
-6,7 %
11.963.935 $-977.930 $
-33,2 %
12.941.865 $-1.173.837 $
-28,5 %
14.115.702 $-3.696.155 $
-47,3 %
1
NOVO NORDISK A SNVO→ 0Schwach2.764.700 $+472.639 $
+20,6 %
12.292.061 $-1.009.339 $
-30,6 %
13.301.400 $-663.186 $
-16,7 %
13.964.586 $-7.465.461 $
-65,3 %
1
NVIDIA CORPNVDA→ 0Neutral2.377.414 $+803.549 $
+51,1 %
11.573.865 $-164.502 $
-9,5 %
11.738.367 $-33.770 $
-1,9 %
11.772.137 $+291.455 $
+19,7 %
1
AMAZON COM INCAMZN→ 0Stark1.741.550 $+364.677 $
+26,5 %
11.376.873 $-159.465 $
-10,4 %
11.536.338 $-3.067 $
-0,2 %
11.539.405 $+1.262 $
+0,1 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 01.678.330 $+195.364 $
+13,2 %
11.482.966 $+569.416 $
+62,3 %
1913.550 $+126.295 $
+16,0 %
1787.255 $-21.670 $
-2,7 %
1
SVB WEALTH LLC→ 01.670.961 $+1.125.935 $
+206,6 %
1545.026 $+545.026 $1
PACKAGING CORP OF AMERICAPKG→ 0Neutral1.170.431 $+137.132 $
+13,3 %
11.033.299 $-109.628 $
-9,6 %
11.142.927 $-486.181 $
-29,8 %
11.629.108 $-1.377.767 $
-45,8 %
1
COZAD ASSET MANAGEMENT INC→ 01.607.593 $+1.607.593 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral1.584.735 $+121.258 $
+8,3 %
11.463.477 $-66.087 $
-4,3 %
11.529.564 $-5.804 $
-0,4 %
11.535.368 $+42.597 $
+2,9 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral818.425 $-322.525 $
-28,3 %
11.140.950 $-267.021 $
-19,0 %
11.407.971 $+301.077 $
+27,2 %
11.106.894 $-238.046 $
-17,7 %
1
SPDR GOLD TRUSTGLD→ 01.018.202 $-171.120 $
-14,4 %
11.189.322 $-64.603 $
-5,2 %
11.253.925 $+129.218 $
+11,5 %
11.124.707 $+160.225 $
+16,6 %
1
Cencora, Inc.COR→ 0Neutral1.057.009 $-111.752 $
-9,6 %
11.168.761 $-85.104 $
-6,8 %
11.253.865 $+69.064 $
+5,8 %
11.184.801 $+40.573 $
+3,5 %
1
ELI LILLY & CoLLY→ 0Neutral1.217.495 $+373.089 $
+44,2 %
1844.406 $-253.983 $
-23,1 %
11.098.389 $+321.608 $
+41,4 %
1776.781 $-6.695 $
-0,9 %
1
Mastercard IncMA→ 0Neutral1.125.811 $+98.510 $
+9,6 %
11.027.301 $-152.137 $
-12,9 %
11.179.438 $-274 $
-0,0 %
11.179.712 $+14.248 $
+1,2 %
1
ISHARES GOLD TRUSTIAU→ 01.175.917 $+791.804 $
+206,1 %
1384.113 $-40.568 $
-9,6 %
1424.681 $+111.261 $
+35,5 %
1313.420 $+44.835 $
+16,7 %
1
CANADIAN NATIONAL RAILWAY COCNI→ 01.087.588 $+150.223 $
+16,0 %
1937.365 $+35.754 $
+4,0 %
1901.611 $+1.368 $
+0,2 %
1900.243 $-6.429.331 $
-87,7 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark983.317 $+291.533 $
+42,1 %
1691.784 $+69.721 $
+11,2 %
1622.063 $+50.356 $
+8,8 %
1571.707 $+108.082 $
+23,3 %
1
EXXON MOBIL CORPXOM→ 0Stark779.476 $-172.021 $
-18,1 %
1951.497 $+337.732 $
+55,0 %
1613.765 $+8.494 $
+1,4 %
1605.271 $-18.164 $
-2,9 %
1
agilon health, inc.AGL→ 0Sehr schwach847.044 $+710.973 $
+522,5 %
1136.071 $+34.319 $
+33,7 %
1101.752 $-125.460 $
-55,2 %
1
AbbVie Inc.ABBV→ 0Neutral840.943 $+182.634 $
+27,7 %
1658.309 $-81.278 $
-11,0 %
1739.587 $+80.659 $
+12,2 %
1658.928 $+130.682 $
+24,7 %
1
MICRON TECHNOLOGY INCMU→ 0Stark746.826 $+746.826 $1
FIFTH THIRD BANCORPFITB→ 0Stark701.356 $+123.301 $
+21,3 %
1578.055 $-4.355 $
-0,7 %
1582.410 $+32.574 $
+5,9 %
1549.836 $+313.668 $
+132,8 %
1
JPMORGAN CHASE & COJPM→ 0Stark666.444 $+119.012 $
+21,7 %
1547.432 $-58.342 $
-9,6 %
1605.774 $+18.759 $
+3,2 %
1587.015 $+47.492 $
+8,8 %
1
INTEL CORPINTC→ 0Neutral655.976 $+655.976 $1
Meta Platforms, Inc.META→ 0Neutral578.097 $+10.877 $
+1,9 %
1567.220 $-13.963 $
-2,4 %
1581.183 $-57.728 $
-9,0 %
1638.911 $+377.627 $
+144,5 %
1
NETFLIX INCNFLX→ 0Neutral383.273 $-149.534 $
-28,1 %
1532.807 $+8.729 $
+1,7 %
1524.078 $-111.350 $
-17,5 %
1635.428 $+635.428 $1
KLA CORPKLAC→ 0Stark565.438 $+291.259 $
+106,2 %
1274.179 $+47.918 $
+21,2 %
1226.261 $+12.471 $
+5,8 %
1213.790 $+213.790 $1
HERSHEY COHSY→ 0Neutral466.872 $-86.323 $
-15,6 %
1553.195 $+68.946 $
+14,2 %
1484.249 $-13.491 $
-2,7 %
1497.740 $+56.147 $
+12,7 %
1
LAM RESEARCH CORPLRCX→ 0Stark551.954 $+551.954 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0530.944 $+114.797 $
+27,6 %
1416.147 $-26.771 $
-6,0 %
1442.918 $+10.051 $
+2,3 %
1432.867 $+68.233 $
+18,7 %
1
VANGUARD TAX-MANAGED FDS→ 0460.204 $-22.711.183 $
-98,0 %
1392.234 $+9.855 $
+2,6 %
1382.379 $-19.430.491 $
-98,1 %
1366.770 $-6.928.808 $
-95,0 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach440.094 $+110.686 $
+33,6 %
1329.408 $-73.141 $
-18,2 %
1402.549 $+119.260 $
+42,1 %
1283.289 $-12.670 $
-4,3 %
1
GENERAL DYNAMICS CORPGD→ 0Neutral422.608 $+95.863 $
+29,3 %
1326.745 $+2.541 $
+0,8 %
1324.204 $+67.772 $
+26,4 %
1256.432 $+37.104 $
+16,9 %
1
CHEVRON CORPCVX→ 0Sehr stark293.518 $-128.558 $
-30,5 %
1422.076 $+187.365 $
+79,8 %
1234.711 $-14.995 $
-6,0 %
1249.706 $-163.540 $
-39,6 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral401.084 $-13.621 $
-3,3 %
1414.705 $+414.705 $1
Broadcom Inc.AVGO→ 0Stark414.014 $+414.014 $1
PEPSICO INCPEP→ 0Sehr stark405.658 $-6.948 $
-1,7 %
1412.606 $+13.046 $
+3,3 %
1399.560 $+25.007 $
+6,7 %
1374.553 $+22.402 $
+6,4 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark387.501 $+169.861 $
+78,0 %
1217.640 $-6.440 $
-2,9 %
1224.080 $+224.080 $1
DANAHER CORP /DE/DHR→ 0Neutral265.720 $-29.487 $
-10,0 %
1295.207 $-63.740 $
-17,8 %
1358.947 $+17.147 $
+5,0 %
1341.800 $+1.241 $
+0,4 %
1
Chubb LtdCB→ 0Stark344.147 $+14.958 $
+4,5 %
1329.189 $+13.948 $
+4,4 %
1315.241 $+30.168 $
+10,6 %
1285.073 $-7.544 $
-2,6 %
1
BROADRIDGE FINANCIAL SOLUTIONS, INC.BR→ 0Sehr stark301.056 $-29.048 $
-8,8 %
1330.104 $-18.644 $
-5,3 %
1
CHURCH & DWIGHT CO INC /DE/CHD→ 0Stark329.489 $+329.489 $1
Seagate Technology Holdings plcSTX→ 0Sehr stark325.205 $+325.205 $1
Merck & Co., Inc.MRK→ 0Stark324.720 $+105.431 $
+48,1 %
1219.289 $+219.289 $1
Corteva, Inc.CTVA→ 0Sehr stark321.060 $+44.482 $
+16,1 %
1276.578 $+55.111 $
+24,9 %
1221.467 $-1.983 $
-0,9 %
1223.450 $-22.797 $
-9,3 %
1
NVR INCNVR→ 0Stark252.096 $+21.452 $
+9,3 %
1230.644 $-24.603 $
-9,6 %
1255.247 $-34.001 $
-11,8 %
1289.248 $+38.136 $
+15,2 %
1
GILEAD SCIENCES, INC.GILD→ 0Sehr stark283.633 $+12.280 $
+4,5 %
1271.353 $+16.299 $
+6,4 %
1255.054 $+255.054 $1
STARBUCKS CORPSBUX→ 0Schwach279.694 $+52.583 $
+23,2 %
1227.111 $-1.856 $
-0,8 %
1228.967 $-18.150 $
-7,3 %
1247.117 $-8.164 $
-3,2 %
1
AMERICAN EXPRESS COAXP→ 0Stark270.938 $+52.245 $
+23,9 %
1218.693 $-48.781 $
-18,2 %
1267.474 $+16.361 $
+6,5 %
1251.113 $+14.430 $
+6,1 %
1
iShares Silver TrustSLV→ 0264.783 $+46.599 $
+21,4 %
1218.184 $+218.184 $1
ALTRIA GROUP, INC.MO→ 0Stark253.480 $+253.480 $1
CORNING INC /NYGLW→ 0Neutral249.555 $+249.555 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark233.420 $+233.420 $1
AMGEN INCAMGN→ 0Neutral233.205 $+233.205 $1
TEXAS INSTRUMENTS INCTXN→ 0Neutral231.898 $+231.898 $1
DOVER CorpDOV→ 0Neutral224.056 $+224.056 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark221.706 $+16.788 $
+8,2 %
1
FULTON FINANCIAL CORPFULT→ 0Neutral216.815 $+24.777 $
+12,9 %
1192.038 $+6.082 $
+3,3 %
1
W.W. GRAINGER, INC.GWW→ 0Neutral214.943 $+214.943 $1
RTX CorpRTX→ 0Neutral202.252 $-6.090 $
-2,9 %
1208.342 $+208.342 $1
Tesla, Inc.TSLA→ 0Schwach208.197 $+208.197 $1
Bank of New York Mellon CorpBK→ 0207.082 $+207.082 $1
NOVARTIS AGNVS→ 0Stark200.288 $+200.288 $1
Vizsla Silver Corp.VZLA→ 0Neutral66.000 $+66.000 $1
Highlander Silver Corp.HLSCF→ 046.600 $+46.600 $1
441.082.884 $+84.455.544 $
+171,0 %
85355.818.001 $+25.721.037 $
+98,0 %
62350.564.153 $-2.026.616 $
+1,3 %
63333.336.707 $+34.168.589 $
+102,7 %
61
Erweitert ×