| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 408.573.681 $ | +8.090.695 $ | 404.487.053 $ | +32.961.866 $ | 371.525.187 $ | +11.666.710 $ | 360.455.935 $ | +360.455.935 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 114.246.575 $ | +1.483.506 $ | 112.763.069 $ | +4.492.094 $ | 108.270.975 $ | +3.048.550 $ | 105.222.425 $ | +105.222.425 $ |
| MICROSOFT CORP | MSFT | 32.768.156 $ | -2.629.583 $ | 35.397.739 $ | +1.316.698 $ | 34.081.041 $ | +7.933.667 $ | 26.147.374 $ | +26.147.374 $ |
| APPFOLIO INC | APPF | 32.766.743 $ | +1.679.475 $ | 31.087.268 $ | +6.675.936 $ | 24.411.332 $ | -1.685.992 $ | 26.097.324 $ | +26.097.324 $ |
| ALPHA PRO TECH LTD | APT | 31.760.547 $ | +4.885.637 $ | 26.874.910 $ | +6.875.090 $ | 19.999.820 $ | +2.490.222 $ | 17.509.598 $ | +17.509.598 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 25.445.651 $ | -49.802 $ | 25.495.453 $ | +1.169.063 $ | 24.326.390 $ | -2.707.370 $ | 27.033.760 $ | +27.033.760 $ |
| ORACLE CORP | ORCL | 15.652.442 $ | -6.991.878 $ | 22.644.320 $ | +5.079.367 $ | 17.564.953 $ | +6.267.466 $ | 11.297.487 $ | +11.297.487 $ |
| JPMORGAN CHASE & CO | JPM | 14.772.176 $ | +292.361 $ | 14.479.815 $ | +906.228 $ | 13.573.587 $ | +1.841.844 $ | 11.731.743 $ | +11.731.743 $ |
| UNITEDHEALTH GROUP INC | UNH | 8.225.681 $ | -530.437 $ | 8.756.118 $ | -166.848 $ | 8.922.966 $ | -5.392.169 $ | 14.315.135 $ | +14.315.135 $ |
| AMAZON COM INC | AMZN | 14.112.335 $ | +595.606 $ | 13.516.729 $ | +285.318 $ | 13.231.411 $ | +1.943.285 $ | 11.288.126 $ | +11.288.126 $ |
| NVIDIA CORP | NVDA | 12.963.616 $ | +379.728 $ | 12.583.888 $ | +4.411.855 $ | 8.172.033 $ | +2.913.977 $ | 5.258.056 $ | +5.258.056 $ |
| Accenture plc | ACN | 11.182.744 $ | +741.700 $ | 10.441.044 $ | -1.650.551 $ | 12.091.595 $ | -538.224 $ | 12.629.819 $ | +12.629.819 $ |
| ELI LILLY & Co | LLY | 10.955.288 $ | +3.059.001 $ | 7.896.287 $ | -783.001 $ | 8.679.288 $ | -49.755 $ | 8.729.043 $ | +8.729.043 $ |
| CHEVRON CORP | CVX | 6.856.012 $ | -199.589 $ | 7.055.601 $ | +598.447 $ | 6.457.154 $ | -2.019.430 $ | 8.476.584 $ | +8.476.584 $ |
| JOHNSON & JOHNSON | JNJ | 8.391.823 $ | +788.676 $ | 7.603.147 $ | +1.386.222 $ | 6.216.925 $ | -507.166 $ | 6.724.091 $ | +6.724.091 $ |
| PROCTER & GAMBLE Co | PG | 6.309.653 $ | -475.223 $ | 6.784.876 $ | -63.175 $ | 6.848.051 $ | -1.409.472 $ | 8.257.523 $ | +8.257.523 $ |
| PEPSICO INC | PEP | 7.404.483 $ | -117.764 $ | 7.522.247 $ | +622.233 $ | 6.900.014 $ | -961.640 $ | 7.861.654 $ | +7.861.654 $ |
| NEXTERA ENERGY INC | NEE | 7.132.717 $ | +385.949 $ | 6.746.768 $ | +664.326 $ | 6.082.442 $ | +133.495 $ | 5.948.947 $ | +5.948.947 $ |
| RTX Corp | RTX | 7.115.737 $ | +231.112 $ | 6.884.625 $ | +753.392 $ | 6.131.233 $ | +524.473 $ | 5.606.760 $ | +5.606.760 $ |
| EXXON MOBIL CORP | XOM | 6.822.315 $ | +356.440 $ | 6.465.875 $ | +494.725 $ | 5.971.150 $ | -1.035.730 $ | 7.006.880 $ | +7.006.880 $ |
| Walt Disney Co | DIS | 5.984.757 $ | -464.914 $ | 6.449.671 $ | -437.720 $ | 6.887.391 $ | +1.241.357 $ | 5.646.034 $ | +5.646.034 $ |
| MCDONALDS CORP | MCD | 5.240.332 $ | +17.679 $ | 5.222.653 $ | +277.383 $ | 4.945.270 $ | -393.446 $ | 5.338.716 $ | +5.338.716 $ |
| NICOLET BANKSHARES INC | NIC | 4.264.429 $ | -545.755 $ | 4.810.184 $ | +70.537 $ | 4.739.647 $ | +234.598 $ | 4.505.049 $ | +4.505.049 $ |
| COMCAST CORP | CMCSA | 3.782.999 $ | -482.956 $ | 4.265.955 $ | -311.306 $ | 4.577.261 $ | +4.577.261 $ | ||
| AT&T INC. | T | 3.365.869 $ | +3.115.013 $ | 250.856 $ | -6.218 $ | 257.074 $ | +8.295 $ | 248.779 $ | +248.779 $ |
| Walmart Inc. | WMT | 2.166.924 $ | +126.336 $ | 2.040.588 $ | +65.921 $ | 1.974.667 $ | +193.407 $ | 1.781.260 $ | +1.781.260 $ |
| Eaton Corp plc | ETN | 1.984.317 $ | +1.681.174 $ | 303.143 $ | +13.981 $ | 289.162 $ | +68.980 $ | 220.182 $ | +220.182 $ |
| AMGEN INC | AMGN | 1.680.736 $ | +234.461 $ | 1.446.275 $ | +29.285 $ | 1.416.990 $ | -178.147 $ | 1.595.137 $ | +1.595.137 $ |
| STARBUCKS CORP | SBUX | 962.268 $ | -5.302 $ | 967.570 $ | -68.949 $ | 1.036.519 $ | -73.075 $ | 1.109.594 $ | +1.109.594 $ |
| AbbVie Inc. | ABBV | 944.349 $ | -20.015 $ | 964.364 $ | +179.191 $ | 785.173 $ | -205.857 $ | 991.030 $ | +991.030 $ |
| LOCKHEED MARTIN CORP | LMT | 957.183 $ | -20.770 $ | 977.953 $ | +93.819 $ | 884.134 $ | +31.364 $ | 852.770 $ | +852.770 $ |
| COCA COLA CO | KO | 889.885 $ | +26.730 $ | 863.155 $ | -54.260 $ | 917.415 $ | -54.253 $ | 971.668 $ | +971.668 $ |
| AMERICAN EXPRESS CO | AXP | 961.870 $ | +98.254 $ | 863.616 $ | +34.268 $ | 829.348 $ | +129.818 $ | 699.530 $ | +699.530 $ |
| CSX CORP | CSX | 847.706 $ | +17.305 $ | 830.401 $ | +67.348 $ | 763.053 $ | +74.832 $ | 688.221 $ | +688.221 $ |
| AFLAC INC | AFL | 594.355 $ | -7.708 $ | 602.063 $ | +33.634 $ | 568.429 $ | -30.885 $ | 599.314 $ | +599.314 $ |
| EMERSON ELECTRIC CO | EMR | 562.600 $ | +6.528 $ | 556.072 $ | -9.114 $ | 565.186 $ | +100.422 $ | 464.764 $ | +464.764 $ |
| Trane Technologies plc | TT | 474.824 $ | -39.967 $ | 514.791 $ | -18.850 $ | 533.641 $ | +122.599 $ | 411.042 $ | +411.042 $ |
| LINDE PLC | LIN | 433.212 $ | -56.513 $ | 489.725 $ | +6.000 $ | 483.725 $ | -4.679 $ | 488.404 $ | +488.404 $ |
| BOEING CO | BA | 423.384 $ | +2.515 $ | 420.869 $ | +12.285 $ | 408.584 $ | +7.791 $ | 400.793 $ | +400.793 $ |
| CATERPILLAR INC | CAT | 391.270 $ | +65.377 $ | 325.893 $ | +60.746 $ | 265.147 $ | +39.894 $ | 225.253 $ | +225.253 $ |
| Aon plc | AON | 324.297 $ | -3.400 $ | 327.697 $ | -165 $ | 327.862 $ | -38.902 $ | 366.764 $ | +366.764 $ |
| PFIZER INC | PFE | 318.270 $ | +318.270 $ | ||||||
| VERIZON COMMUNICATIONS INC | VZ | 221.068 $ | +16.401 $ | 204.667 $ | -77.926 $ | 282.593 $ | +282.593 $ | ||
| STRYKER CORP | SYK | 279.188 $ | +279.188 $ | ||||||
| Duke Energy CORP | DUK | 234.420 $ | -21.248 $ | 255.668 $ | +11.880 $ | 243.788 $ | -8.202 $ | 251.990 $ | +251.990 $ |
| 408.573.681 $ | +8.090.695 $ | 404.487.053 $ | +32.961.866 $ | 371.525.187 $ | +11.666.710 $ | 360.455.935 $ | +360.455.935 $ | ||
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