| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 108.863.628 $ | -5.009.883 $ | 113.672.838 $ | +9.335.964 $ | 104.916.815 $ | +9.489.642 $ | 95.690.386 $ | +95.690.386 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 54.119.772 $ | -5.116.068 $ | 59.235.840 $ | +1.282.717 $ | 57.953.123 $ | +3.884.388 $ | 54.068.735 $ | +54.068.735 $ |
| MORGAN STANLEY | MS | 8.744.838 $ | +213.788 $ | 8.531.050 $ | +3.500.152 $ | 5.030.898 $ | +269.393 $ | 4.761.505 $ | +4.761.505 $ |
| AMAZON COM INC | AMZN | 3.666.438 $ | +184.606 $ | 3.481.832 $ | -243.238 $ | 3.725.070 $ | +668.723 $ | 3.056.347 $ | +3.056.347 $ |
| ALPHA PRO TECH LTD | APT | 3.319.200 $ | +314.472 $ | 3.004.728 $ | +718.186 $ | 2.286.542 $ | +260.515 $ | 2.026.027 $ | +2.026.027 $ |
| MICROSOFT CORP | MSFT | 2.565.992 $ | -571.714 $ | 3.137.706 $ | -60.412 $ | 3.198.118 $ | +1.021.161 $ | 2.176.957 $ | +2.176.957 $ |
| 3M CO | MMM | 2.696.009 $ | -85.452 $ | 2.781.461 $ | +56.411 $ | 2.725.050 $ | +9.731 $ | 2.715.319 $ | +2.715.319 $ |
| APPFOLIO INC | APPF | 2.601.791 $ | -141.609 $ | 2.743.400 $ | +512.416 $ | 2.230.984 $ | -223.430 $ | 2.454.414 $ | +2.454.414 $ |
| JOHNSON & JOHNSON | JNJ | 2.469.841 $ | -3.029 $ | 2.472.870 $ | +573.676 $ | 1.899.194 $ | +13.075 $ | 1.886.119 $ | +1.886.119 $ |
| JPMORGAN CHASE & CO | JPM | 2.144.143 $ | -149.081 $ | 2.293.224 $ | -61.862 $ | 2.355.086 $ | +343.831 $ | 2.011.255 $ | +2.011.255 $ |
| CHEVRON CORP | CVX | 1.946.408 $ | -64.943 $ | 2.011.351 $ | -168.703 $ | 2.180.054 $ | -165.283 $ | 2.345.337 $ | +2.345.337 $ |
| COCA COLA CO | KO | 2.024.375 $ | +34.287 $ | 1.990.088 $ | -7.077 $ | 1.997.165 $ | -228.549 $ | 2.225.714 $ | +2.225.714 $ |
| UNITED PARCEL SERVICE INC | UPS | 2.001.264 $ | +499.395 $ | 1.501.869 $ | +1.501.869 $ | ||||
| WELLTOWER INC. | WELL | 1.757.107 $ | +84.256 $ | 1.672.851 $ | +49.286 $ | 1.623.565 $ | -171.678 $ | 1.795.243 $ | +1.795.243 $ |
| PPL Corp | PPL | 1.660.019 $ | +121.273 $ | 1.538.746 $ | -105.015 $ | 1.643.761 $ | -129.854 $ | 1.773.615 $ | +1.773.615 $ |
| NVIDIA CORP | NVDA | 1.702.229 $ | +46.686 $ | 1.655.543 $ | +45.806 $ | 1.609.737 $ | +1.609.737 $ | ||
| AMERICAN EXPRESS CO | AXP | 1.671.872 $ | +92.085 $ | 1.579.787 $ | -21.106 $ | 1.600.893 $ | +1.600.893 $ | ||
| NICOLET BANKSHARES INC | NIC | 1.317.671 $ | -60.837 $ | 1.378.508 $ | -148.661 $ | 1.527.169 $ | +486.275 $ | 1.040.894 $ | +1.040.894 $ |
| EQUINIX INC | EQIX | 1.384.391 $ | -70.550 $ | 1.454.941 $ | +73.736 $ | 1.381.205 $ | +55.145 $ | 1.326.060 $ | +1.326.060 $ |
| Mastercard Inc | MA | 1.259.733 $ | -114.767 $ | 1.374.500 $ | -21.672 $ | 1.396.172 $ | -44.728 $ | 1.440.900 $ | +1.440.900 $ |
| MCDONALDS CORP | MCD | 1.330.224 $ | -50.671 $ | 1.380.895 $ | +64.885 $ | 1.316.010 $ | -21.509 $ | 1.337.519 $ | +1.337.519 $ |
| UNITEDHEALTH GROUP INC | UNH | 1.173.486 $ | -137.100 $ | 1.310.586 $ | +461.009 $ | 849.577 $ | -499.071 $ | 1.348.648 $ | +1.348.648 $ |
| Public Storage | PSA | 1.189.085 $ | -130.906 $ | 1.319.991 $ | +93.260 $ | 1.226.731 $ | -529 $ | 1.227.260 $ | +1.227.260 $ |
| Fidelity Ethereum Fund | FETH | 1.206.847 $ | +24.723 $ | 1.182.124 $ | +1.182.124 $ | ||||
| Zoetis Inc. | ZTS | 825.920 $ | -69.143 $ | 895.063 $ | -129.827 $ | 1.024.890 $ | +23.068 $ | 1.001.822 $ | +1.001.822 $ |
| WEYERHAEUSER CO | WY | 764.353 $ | -98.623 $ | 862.976 $ | +225.804 $ | 637.172 $ | +637.172 $ | ||
| CITIGROUP INC | C | 798.298 $ | +51.683 $ | 746.615 $ | +20.497 $ | 726.118 $ | -5.827 $ | 731.945 $ | +731.945 $ |
| BARCLAYS PLC | BCS | 531.340 $ | -14.564 $ | 545.904 $ | +17.546 $ | 528.358 $ | -25.656 $ | 554.014 $ | +554.014 $ |
| STARBUCKS CORP | SBUX | 520.452 $ | +2.027 $ | 518.425 $ | -30.969 $ | 549.394 $ | +766 $ | 548.628 $ | +548.628 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 265.338 $ | -111.360 $ | 376.698 $ | +14.269 $ | 362.429 $ | -81.584 $ | 444.013 $ | +444.013 $ |
| PACCAR INC | PCAR | 427.576 $ | +64.532 $ | 363.044 $ | -2.365 $ | 365.409 $ | +6.453 $ | 358.956 $ | +358.956 $ |
| BP PLC | BP | 362.056 $ | +31.834 $ | 330.222 $ | -56.778 $ | 387.000 $ | -32.836 $ | 419.836 $ | +419.836 $ |
| GLADSTONE LAND Corp | LAND | 379.268 $ | +29.177 $ | 350.091 $ | +350.091 $ | ||||
| AT&T INC. | T | 263.213 $ | +263.213 $ | ||||||
| SPS COMMERCE INC | SPSC | 208.474 $ | +208.474 $ | ||||||
| BOEING CO | BA | 207.086 $ | +6.413 $ | 200.673 $ | +200.673 $ | ||||
| 108.863.628 $ | -5.009.883 $ | 113.672.838 $ | +9.335.964 $ | 104.916.815 $ | +9.489.642 $ | 95.690.386 $ | +95.690.386 $ | ||
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