Investments: Wilkerson Advisory Group LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Wilkerson Advisory Group LLC
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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
124.852.876 $-5.365.844 $
+152,6 %
130.221.631 $+130.221.631 $
BANK OF AMERICA CORP /DE/BAC80.189.622 $-5.936.706 $
-6,9 %
86.126.328 $+86.126.328 $
CATERPILLAR INCCAT5.228.435 $+1.167.360 $
+28,7 %
4.061.075 $+4.061.075 $
AMAZON COM INCAMZN3.887.984 $-46.343 $
-1,2 %
3.934.327 $+3.934.327 $
Walmart Inc.WMT3.749.634 $+667.048 $
+21,6 %
3.082.586 $+3.082.586 $
MICROSOFT CORPMSFT1.875.025 $-1.113.804 $
-37,3 %
2.988.829 $+2.988.829 $
BERKSHIRE HATHAWAY INCBRK-B2.747.850 $-117.397 $
-4,1 %
2.865.247 $+2.865.247 $
BlackRock, Inc.BLK2.435.301 $+28.855 $
+1,2 %
2.406.446 $+2.406.446 $
APPFOLIO INCAPPF1.980.356 $-403.008 $
-16,9 %
2.383.364 $+2.383.364 $
DEERE & CODE1.960.298 $+351.435 $
+21,8 %
1.608.863 $+1.608.863 $
JPMORGAN CHASE & COJPM1.803.268 $-107.566 $
-5,6 %
1.910.834 $+1.910.834 $
NVIDIA CORPNVDA1.525.670 $-208.605 $
-12,0 %
1.734.275 $+1.734.275 $
ELI LILLY & CoLLY1.337.346 $+23.012 $
+1,8 %
1.314.334 $+1.314.334 $
ALPHA PRO TECH LTDAPT1.086.163 $+617.067 $
+131,5 %
469.096 $+469.096 $
AbbVie Inc.ABBV511.102 $-441.930 $
-46,4 %
953.032 $+953.032 $
ALLSTATE CORPALL866.285 $+23.690 $
+2,8 %
842.595 $+842.595 $
JOHNSON & JOHNSONJNJ719.142 $-131.216 $
-15,4 %
850.358 $+850.358 $
PROCTER & GAMBLE CoPG780.838 $+20.309 $
+2,7 %
760.529 $+760.529 $
TE Connectivity plcTEL288.239 $-456.856 $
-61,3 %
745.095 $+745.095 $
Veralto CorpVLTO35.191 $-685.520 $
-95,1 %
720.711 $+720.711 $
NEXTERA ENERGY INCNEE403.006 $-240.759 $
-37,4 %
643.765 $+643.765 $
AT&T INC.T598.613 $+132.528 $
+28,4 %
466.085 $+466.085 $
3M COMMM527.524 $-57.048 $
-9,8 %
584.572 $+584.572 $
STERIS plcSTE19.472 $-541.075 $
-96,5 %
560.547 $+560.547 $
Medtronic plcMDT59.355 $-488.763 $
-89,2 %
548.118 $+548.118 $
AFLAC INCAFL75.151 $-385.226 $
-83,7 %
460.377 $+460.377 $
EMERSON ELECTRIC COEMR243.828 $-214.189 $
-46,8 %
458.017 $+458.017 $
STRYKER CORPSYK234.285 $-201.186 $
-46,2 %
435.471 $+435.471 $
Aptiv PLCAPTV43.608 $-325.124 $
-88,2 %
368.732 $+368.732 $
Palo Alto Networks IncPANW60.120 $-299.438 $
-83,3 %
359.558 $+359.558 $
WELLTOWER INC.WELL327.803 $+312.769 $
+2.080,4 %
15.034 $+15.034 $
PEPSICO INCPEP316.741 $+33.479 $
+11,8 %
283.262 $+283.262 $
AECOMACM16.964 $-288.759 $
-94,5 %
305.723 $+305.723 $
ORACLE CORPORCL243.173 $-54.065 $
-18,2 %
297.238 $+297.238 $
CAMECO CORPCCJ243.721 $-51.060 $
-17,3 %
294.781 $+294.781 $
EXXON MOBIL CORPXOM291.476 $+143.097 $
+96,4 %
148.379 $+148.379 $
HOLOGIC INCHOLX12.624 $-245.558 $
-95,1 %
258.182 $+258.182 $
AMEREN CORPAEE240.447 $+127.259 $
+112,4 %
113.188 $+113.188 $
Edwards Lifesciences CorpEW240.080 $+234.965 $
+4.593,6 %
5.115 $+5.115 $
ANALOG DEVICES INCADI239.559 $+227.355 $
+1.863,0 %
12.204 $+12.204 $
TELEDYNE TECHNOLOGIES INCTDY229.299 $+229.299 $
RESOURCES MANAGEMENT CORP /CT/ /ADV229.170 $+229.170 $
TETRA TECH INCTTEK22.409 $-202.242 $
-90,0 %
224.651 $+224.651 $
LINDE PLCLIN218.134 $+200.226 $
+1.118,1 %
17.908 $+17.908 $
ATI INCATI214.408 $+214.408 $
MORGAN STANLEYMS209.299 $+2.276 $
+1,1 %
207.023 $+207.023 $
Mastercard IncMA206.794 $+28.896 $
+16,2 %
177.898 $+177.898 $
FREEPORT-MCMORAN INCFCX198.030 $+188.024 $
+1.879,1 %
10.006 $+10.006 $
INTUITIVE SURGICAL INCISRG196.382 $+176.559 $
+890,7 %
19.823 $+19.823 $
KLA CORPKLAC189.941 $+171.715 $
+942,1 %
18.226 $+18.226 $
CITIGROUP INCC182.817 $+71.378 $
+64,1 %
111.439 $+111.439 $
Eaton Corp plcETN179.193 $+169.638 $
+1.775,4 %
9.555 $+9.555 $
DEXCOM INCDXCM168.806 $+168.806 $
INTEL CORPINTC159.160 $+42.349 $
+36,3 %
116.811 $+116.811 $
CURTISS WRIGHT CORPCW156.658 $+156.658 $
PALATIN TECHNOLOGIES INCPTNT150.961 $+98.169 $
+186,0 %
52.792 $+52.792 $
Archer-Daniels-Midland CoADM145.089 $+58.107 $
+66,8 %
86.982 $+86.982 $
Synchrony FinancialSYF135.020 $+49.755 $
+58,4 %
85.265 $+85.265 $
BOEING COBA126.185 $-6.258 $
-4,7 %
132.443 $+132.443 $
VERIZON COMMUNICATIONS INCVZ130.470 $+74.548 $
+133,3 %
55.922 $+55.922 $
SCHWAB CHARLES CORPSCHW126.751 $+2.557 $
+2,1 %
124.194 $+124.194 $
CHEVRON CORPCVX110.692 $+59.939 $
+118,1 %
50.753 $+50.753 $
CONOCOPHILLIPSCOP105.192 $+42.519 $
+67,8 %
62.673 $+62.673 $
HALLIBURTON COHAL104.415 $+69.118 $
+195,8 %
35.297 $+35.297 $
Vertiv Holdings CoVRT99.230 $+94.046 $
+1.814,2 %
5.184 $+5.184 $
NETFLIX INCNFLX95.958 $+61.829 $
+181,2 %
34.129 $+34.129 $
PFIZER INCPFE95.804 $+35.929 $
+60,0 %
59.875 $+59.875 $
CUMMINS INCCMI92.539 $+27.712 $
+42,7 %
64.827 $+64.827 $
COMCAST CORPCMCSA85.872 $+28.842 $
+50,6 %
57.030 $+57.030 $
MCDONALDS CORPMCD85.300 $+13.642 $
+19,0 %
71.658 $+71.658 $
Walt Disney CoDIS84.534 $+12.671 $
+17,6 %
71.863 $+71.863 $
MICRON TECHNOLOGY INCMU84.460 $+47.357 $
+127,6 %
37.103 $+37.103 $
LAM RESEARCH CORPLRCX84.182 $+50.802 $
+152,2 %
33.380 $+33.380 $
Fox CorpFOXA83.804 $+14.168 $
+20,3 %
69.636 $+69.636 $
DELTA AIR LINES, INC.DAL81.571 $+35.281 $
+76,2 %
46.290 $+46.290 $
Sandisk CorpSNDK76.241 $+76.241 $
COCA COLA COKO75.134 $+12.218 $
+19,4 %
62.916 $+62.916 $
NORTHERN TRUST CORPNTRS75.089 $+17.858 $
+31,2 %
57.231 $+57.231 $
FEDEX CORPFDX74.397 $+45.258 $
+155,3 %
29.139 $+29.139 $
GENERAL ELECTRIC COGE70.717 $+5.374 $
+8,2 %
65.343 $+65.343 $
GOLDMAN SACHS GROUP INCGS69.371 $+16.631 $
+31,5 %
52.740 $+52.740 $
Solventum CorpSOLV55.897 $-11.932 $
-17,6 %
67.829 $+67.829 $
WESTERN DIGITAL CORPWDC67.352 $+47.369 $
+237,0 %
19.983 $+19.983 $
TARGET CORPTGT63.195 $+21.711 $
+52,3 %
41.484 $+41.484 $
TENET HEALTHCARE CORPTHC63.029 $+631 $
+1,0 %
62.398 $+62.398 $
Strategy IncMSTR62.150 $+31.760 $
+104,5 %
30.390 $+30.390 $
Bloom Energy CorpBE61.919 $+57.574 $
+1.325,1 %
4.345 $+4.345 $
ISHARES GOLD TRUSTIAU43.816 $-15.032 $
-25,5 %
58.848 $+58.848 $
RTX CorpRTX58.449 $+26.904 $
+85,3 %
31.545 $+31.545 $
METLIFE INCMET55.232 $+3.368 $
+6,5 %
51.864 $+51.864 $
UNITEDHEALTH GROUP INCUNH55.209 $+25.489 $
+85,8 %
29.720 $+29.720 $
ADVANCED MICRO DEVICES INCAMD54.316 $+21.121 $
+63,6 %
33.195 $+33.195 $
Grayscale Bitcoin Trust ETFGBTC41.364 $-12.230 $
-22,8 %
53.594 $+53.594 $
STATE STREET CORPSTT52.269 $+23.629 $
+82,5 %
28.640 $+28.640 $
HP INCHPQ48.256 $+6.793 $
+16,4 %
41.463 $+41.463 $
Bank of New York Mellon CorpBK47.215 $+15.755 $
+50,1 %
31.460 $+31.460 $
Parker-Hannifin CorpPH43.867 $+26.288 $
+149,5 %
17.579 $+17.579 $
SPS COMMERCE INCSPSC39.156 $+2.695 $
+7,4 %
36.461 $+36.461 $
JABIL INCJBL39.048 $+4.617 $
+13,4 %
34.431 $+34.431 $
FORD MOTOR COF37.482 $+2.815 $
+8,1 %
34.667 $+34.667 $
AMERICAN EXPRESS COAXP35.417 $+6.191 $
+21,2 %
29.226 $+29.226 $
CSX CORPCSX34.030 $+18.805 $
+123,5 %
15.225 $+15.225 $
LOCKHEED MARTIN CORPLMT31.428 $+13.532 $
+75,6 %
17.896 $+17.896 $
GENERAL DYNAMICS CORPGD30.203 $+13.707 $
+83,1 %
16.496 $+16.496 $
COLGATE PALMOLIVE COCL26.762 $+4.162 $
+18,4 %
22.600 $+22.600 $
TEXTRON INCTXT26.112 $+123 $
+0,5 %
25.989 $+25.989 $
SHERWIN WILLIAMS COSHW25.323 $+15.926 $
+169,5 %
9.397 $+9.397 $
Trane Technologies plcTT24.588 $+14.858 $
+152,7 %
9.730 $+9.730 $
AMGEN INCAMGN24.278 $+9.549 $
+64,8 %
14.729 $+14.729 $
UNITED PARCEL SERVICE INCUPS24.262 $+7.338 $
+43,4 %
16.924 $+16.924 $
PACCAR INCPCAR23.909 $+12.739 $
+114,0 %
11.170 $+11.170 $
SEMPRASRE23.612 $+14.695 $
+164,8 %
8.917 $+8.917 $
HUMANA INCHUM23.234 $+3.512 $
+17,8 %
19.722 $+19.722 $
FASTENAL COFAST22.782 $+14.395 $
+171,6 %
8.387 $+8.387 $
Zoetis Inc.ZTS21.514 $+9.435 $
+78,1 %
12.079 $+12.079 $
SOUTHERN COSO20.559 $+15.763 $
+328,7 %
4.796 $+4.796 $
REALTY INCOME CORPO20.556 $+9.113 $
+79,6 %
11.443 $+11.443 $
MCKESSON CORPMCK19.913 $+11.710 $
+142,8 %
8.203 $+8.203 $
AppLovin CorpAPP15.124 $-4.417 $
-22,6 %
19.541 $+19.541 $
Duke Energy CORPDUK19.117 $+9.037 $
+89,7 %
10.080 $+10.080 $
Phillips 66PSX18.218 $+10.992 $
+152,1 %
7.226 $+7.226 $
CIENA CORPCIEN17.082 $+14.743 $
+630,3 %
2.339 $+2.339 $
Booking Holdings Inc.BKNG16.841 $+6.130 $
+57,2 %
10.711 $+10.711 $
Aon plcAON16.785 $+10.080 $
+150,3 %
6.705 $+6.705 $
Accenture plcACN15.863 $-772 $
-4,6 %
16.635 $+16.635 $
Public StoragePSA16.253 $+9.765 $
+150,5 %
6.488 $+6.488 $
NUCOR CORPNUE16.234 $+6.611 $
+68,7 %
9.623 $+9.623 $
STARBUCKS CORPSBUX16.216 $+6.700 $
+70,4 %
9.516 $+9.516 $
TWILIO INCTWLO7.675 $-8.398 $
-52,2 %
16.073 $+16.073 $
AZZ INCAZZ15.892 $+2.280 $
+16,7 %
13.612 $+13.612 $
CINTAS CORPCTAS15.730 $+7.079 $
+81,8 %
8.651 $+8.651 $
PENTAIR plcPNR12.370 $-2.418 $
-16,4 %
14.788 $+14.788 $
EQUINIX INCEQIX14.704 $+11.639 $
+379,7 %
3.065 $+3.065 $
SYSCO CORPSYY13.053 $+7.379 $
+130,0 %
5.674 $+5.674 $
CVS HEALTH CorpCVS12.066 $-790 $
-6,1 %
12.856 $+12.856 $
BARCLAYS PLCBCS12.598 $+5.242 $
+71,3 %
7.356 $+7.356 $
EXELON CORPEXC12.353 $+8.299 $
+204,7 %
4.054 $+4.054 $
CHIPOTLE MEXICAN GRILL INCCMG8.739 $-3.323 $
-27,5 %
12.062 $+12.062 $
Monster Beverage CorpMNST12.028 $+2.904 $
+31,8 %
9.124 $+9.124 $
BOSTON SCIENTIFIC CORPBSX10.856 $-1.063 $
-8,9 %
11.919 $+11.919 $
NASDAQ, INC.NDAQ11.715 $+6.179 $
+111,6 %
5.536 $+5.536 $
XCEL ENERGY INCXEL11.201 $+7.951 $
+244,6 %
3.250 $+3.250 $
AngloGold Ashanti PLCAU11.196 $+4.629 $
+70,5 %
6.567 $+6.567 $
Roblox CorpRBLX3.394 $-7.221 $
-68,0 %
10.615 $+10.615 $
Constellation Energy CorpCEG8.098 $-2.500 $
-23,6 %
10.598 $+10.598 $
PRICE T ROWE GROUP INCTROW10.456 $+10.456 $
TransDigm Group INCTDG10.431 $+6.441 $
+161,4 %
3.990 $+3.990 $
Hewlett Packard Enterprise CoHPE2.952 $-7.281 $
-71,2 %
10.233 $+10.233 $
NICOLET BANKSHARES INCNIC8.979 $-1.151 $
-11,4 %
10.130 $+10.130 $
FISERV INCFISV10.100 $+4.122 $
+69,0 %
5.978 $+5.978 $
Otis Worldwide CorpOTIS10.097 $+3.284 $
+48,2 %
6.813 $+6.813 $
SYNOPSYS INCSNPS9.912 $+1.457 $
+17,2 %
8.455 $+8.455 $
CASS INFORMATION SYSTEMS INCCASS9.861 $+626 $
+6,8 %
9.235 $+9.235 $
ROPER TECHNOLOGIES INCROP9.554 $+4.212 $
+78,8 %
5.342 $+5.342 $
CARDINAL HEALTH INCCAH9.509 $+4.166 $
+78,0 %
5.343 $+5.343 $
EQT CorpEQT9.482 $+6.373 $
+205,0 %
3.109 $+3.109 $
KROGER COKR9.334 $+4.398 $
+89,1 %
4.936 $+4.936 $
BECTON DICKINSON & COBDX9.277 $+2.096 $
+29,2 %
7.181 $+7.181 $
PAYCHEX INCPAYX7.001 $-1.861 $
-21,0 %
8.862 $+8.862 $
FIFTH THIRD BANCORPFITB8.827 $+5.410 $
+158,3 %
3.417 $+3.417 $
Northwest Natural Holding CoNWN8.036 $+978 $
+13,9 %
7.058 $+7.058 $
PG&E CorpPCG7.889 $+4.482 $
+131,6 %
3.407 $+3.407 $
DOLLAR GENERAL CORPDG7.226 $+103 $
+1,4 %
7.123 $+7.123 $
GARMIN LTDGRMN7.192 $+4.149 $
+136,3 %
3.043 $+3.043 $
COPART INCCPRT7.138 $+1.187 $
+19,9 %
5.951 $+5.951 $
BP PLCBP7.072 $+1.902 $
+36,8 %
5.170 $+5.170 $
LAS VEGAS SANDS CORPLVS6.681 $+2.125 $
+46,6 %
4.556 $+4.556 $
Chemours CoCC6.610 $+3.072 $
+86,8 %
3.538 $+3.538 $
ZEBRA TECHNOLOGIES CORPZBRA5.645 $-911 $
-13,9 %
6.556 $+6.556 $
YUM BRANDS INCYUM6.219 $+3.647 $
+141,8 %
2.572 $+2.572 $
Grayscale Bitcoin Mini Trust ETFBTC4.678 $-1.364 $
-22,6 %
6.042 $+6.042 $
Valaris LtdVAL5.980 $+2.906 $
+94,5 %
3.074 $+3.074 $
ST JOE CoJOE5.338 $+292 $
+5,8 %
5.046 $+5.046 $
STEEL DYNAMICS INCSTLD1.260 $-3.993 $
-76,0 %
5.253 $+5.253 $
Kraft Heinz CoKHC4.588 $+1.581 $
+52,6 %
3.007 $+3.007 $
CONSOLIDATED EDISON INCED4.414 $+1.732 $
+64,6 %
2.682 $+2.682 $
NABORS INDUSTRIES LTDNBR4.303 $+4.303 $
MERCADOLIBRE INCMELI3.458 $-571 $
-14,2 %
4.029 $+4.029 $
ALCON INCALC3.843 $-176 $
-4,4 %
4.019 $+4.019 $
ENBRIDGE INCENB3.952 $+460 $
+13,2 %
3.492 $+3.492 $
CARNIVAL CORPCCL3.804 $+3.529 $
+1.283,3 %
275 $+275 $
ENDEAVOUR SILVER CORPEXK3.640 $+3.170 $
+674,5 %
470 $+470 $
REGIONS FINANCIAL CORPRF3.578 $+3.578 $
MICROCHIP TECHNOLOGY INCMCHP2.455 $-922 $
-27,3 %
3.377 $+3.377 $
DTE ENERGY CODTE3.363 $+3.363 $
WILLIS TOWERS WATSON PLCWTW1.744 $-1.542 $
-46,9 %
3.286 $+3.286 $
BARRICK MINING CORPB2.774 $-187 $
-6,3 %
2.961 $+2.961 $
CMS ENERGY CORPCMS2.870 $+2.870 $
FIRST MAJESTIC SILVER CORPAG2.470 $+2.470 $
RESMED INCRMD2.469 $+60 $
+2,5 %
2.409 $+2.409 $
Bunge Global SABG2.290 $+687 $
+42,9 %
1.603 $+1.603 $
Viatris IncVTRS1.653 $-62 $
-3,6 %
1.715 $+1.715 $
EQUIFAX INCEFX1.519 $+1.519 $
DOVER CorpDOV1.459 $+1.459 $
INSMED IncINSM1.392 $+1.392 $
ASML HOLDING NVASML1.321 $+1.321 $
Vestis CorpVSTS1.258 $+191 $
+17,9 %
1.067 $+1.067 $
UNITED STATES ANTIMONY CORPUAMY882 $+380 $
+75,7 %
502 $+502 $
Navitas Semiconductor CorpNVTS798 $+798 $
Simpson Manufacturing Co., Inc.SSD693 $+693 $
Rocket Lab CorpRKLB642 $+642 $
AGNICO EAGLE MINES LTDAEM609 $+609 $
Snap IncSNAP304 $-229 $
-43,0 %
533 $+533 $
DAWSON GEOPHYSICAL CODWSN519 $+519 $
Canopy Growth CorpCGC38 $-8 $
-17,4 %
46 $+46 $
AURORA CANNABIS INCACB33 $-9 $
-21,4 %
42 $+42 $
Net Lease Office PropertiesNLOP35 $+9 $
+34,6 %
26 $+26 $
124.852.876 $-5.365.844 $
+152,6 %
130.221.631 $+130.221.631 $
Erweitert ×