| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 752.543.141 $ | +51.617.233 $ | 700.925.908 $ | +1.328.133 $ | 699.597.775 $ | +120.178.261 $ | 579.487.282 $ | +579.487.282 $ | ||
| BECK MACK & OLIVER LLC | 207.098.368 $ | +35.126.640 $ | 171.971.728 $ | +30.307.510 $ | 141.664.218 $ | +24.693.306 $ | 116.970.912 $ | +116.970.912 $ | |
| APPFOLIO INC | APPF | 77.920.525 $ | +4.363.508 $ | 73.557.017 $ | +10.033.370 $ | 63.523.647 $ | -5.927.673 $ | 69.451.320 $ | +69.451.320 $ |
| MICROSOFT CORP | MSFT | 63.518.167 $ | -4.921.156 $ | 68.439.323 $ | -3.792.636 $ | 72.231.959 $ | +18.182.129 $ | 54.049.830 $ | +54.049.830 $ |
| BANK OF AMERICA CORP /DE/ | BAC | 70.897.213 $ | +3.415.583 $ | 67.481.630 $ | +3.021.860 $ | 64.459.770 $ | +9.228.025 $ | 55.231.745 $ | +55.231.745 $ |
| AMAZON COM INC | AMZN | 61.254.781 $ | +2.553.400 $ | 58.701.381 $ | -1.909.714 $ | 60.611.095 $ | +7.468.433 $ | 53.142.662 $ | +53.142.662 $ |
| Mastercard Inc | MA | 58.092.178 $ | -131.214 $ | 58.223.392 $ | -2.190.155 $ | 60.413.547 $ | +534.237 $ | 59.879.310 $ | +59.879.310 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 54.346.016 $ | -396.839 $ | 54.742.855 $ | +1.311.556 $ | 53.431.299 $ | -5.730.350 $ | 59.161.649 $ | +59.161.649 $ |
| MEYER HANDELMAN CO | 28.678.845 $ | -1.436.849 $ | 30.115.694 $ | -28.813.510 $ | 58.929.204 $ | +58.374.798 $ | 554.406 $ | +554.406 $ | |
| FIDUCIARY MANAGEMENT INC /WI/ | 34.182.578 $ | -2.712.742 $ | 36.895.320 $ | -241.146 $ | 37.136.466 $ | -1.506.970 $ | 38.643.436 $ | +38.643.436 $ | |
| COZAD ASSET MANAGEMENT INC | 37.579.014 $ | +1.919.381 $ | 35.659.633 $ | +2.540.416 $ | 33.119.217 $ | +5.420.690 $ | 27.698.527 $ | +27.698.527 $ | |
| EQUITABLE TRUST CO | 17.339.681 $ | +3.201.012 $ | 14.138.669 $ | -3.493.446 $ | 17.632.115 $ | +11.179.479 $ | 6.452.636 $ | +6.452.636 $ | |
| POOL CORP | POOL | 15.282.330 $ | +9.952.537 $ | 5.329.793 $ | +273.489 $ | 5.056.304 $ | -477.256 $ | 5.533.560 $ | +5.533.560 $ |
| ASSOCIATED BANC-CORP | ASB | 3.361.977 $ | +165.169 $ | 3.196.808 $ | -6.294.112 $ | 9.490.920 $ | -1.421.074 $ | 10.911.994 $ | +10.911.994 $ |
| PEPSICO INC | PEP | 1.933.071 $ | -38.847 $ | 1.971.918 $ | -5.850.473 $ | 7.822.391 $ | -1.151.605 $ | 8.973.996 $ | +8.973.996 $ |
| CITIGROUP INC | C | 7.245.399 $ | +943.162 $ | 6.302.237 $ | +702.362 $ | 5.599.875 $ | +929.585 $ | 4.670.290 $ | +4.670.290 $ |
| EXXON MOBIL CORP | XOM | 5.476.312 $ | +426.916 $ | 5.049.396 $ | +3.717.850 $ | 1.331.546 $ | -137.477 $ | 1.469.023 $ | +1.469.023 $ |
| JAMES INVESTMENT RESEARCH, INC. | 4.138.686 $ | -954.404 $ | 5.093.090 $ | +1.839.811 $ | 3.253.279 $ | -791.637 $ | 4.044.916 $ | +4.044.916 $ | |
| Cadence Bank | CADE | 897.498 $ | +111.035 $ | 786.463 $ | +116.482 $ | 669.981 $ | +669.981 $ | ||
| NETFLIX INC | NFLX | 543.808 $ | -151.566 $ | 695.374 $ | -81.321 $ | 776.695 $ | +235.828 $ | 540.867 $ | +540.867 $ |
| VISA INC. | V | 734.737 $ | +33.884 $ | 700.853 $ | -31.260 $ | 732.113 $ | +430.717 $ | 301.396 $ | +301.396 $ |
| NEXTERA ENERGY INC | NEE | 563.244 $ | +33.606 $ | 529.638 $ | +42.587 $ | 487.051 $ | -165.704 $ | 652.755 $ | +652.755 $ |
| CHEVRON CORP | CVX | 453.420 $ | -8.568 $ | 461.988 $ | +28.552 $ | 433.436 $ | -78.806 $ | 512.242 $ | +512.242 $ |
| JOHNSON & JOHNSON | JNJ | 377.270 $ | +39.249 $ | 338.021 $ | +51.615 $ | 286.406 $ | -24.544 $ | 310.950 $ | +310.950 $ |
| RTX Corp | RTX | 358.730 $ | +31.433 $ | 327.297 $ | +41.682 $ | 285.615 $ | +26.523 $ | 259.092 $ | +259.092 $ |
| EMERSON ELECTRIC CO | EMR | 217.130 $ | +2.520 $ | 214.610 $ | -3.518 $ | 218.128 $ | +218.128 $ | ||
| ACADEMY CAPITAL MANAGEMENT | 67.768 $ | +67.768 $ | |||||||
| PFIZER INC | PFE | 51.045 $ | +51.045 $ | ||||||
| LEE DANNER & BASS INC | 1.118 $ | -662 $ | 1.780 $ | +282 $ | 1.498 $ | -502 $ | 2.000 $ | +2.000 $ | |
| 752.543.141 $ | +51.617.233 $ | 700.925.908 $ | +1.328.133 $ | 699.597.775 $ | +120.178.261 $ | 579.487.282 $ | +579.487.282 $ | ||
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