| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 279.795 $ | -14.466 $ | 301.815 $ | +15.394 $ | 286.421 $ | +5.138 $ | 286.049 $ | +286.049 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 114.379 $ | -6.218 $ | 120.597 $ | +6.644 $ | 113.953 $ | -3.483 $ | 117.436 $ | +117.436 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 25.902 $ | -1.717 $ | 27.619 $ | +588 $ | 27.031 $ | -5.514 $ | 32.545 $ | +32.545 $ |
| MICROSOFT CORP | MSFT | 21.566 $ | -3.241 $ | 24.807 $ | +651 $ | 24.156 $ | +5.816 $ | 18.340 $ | +18.340 $ |
| Parker-Hannifin Corp | PH | 16.680 $ | +1.189 $ | 15.491 $ | +1.035 $ | 14.456 $ | +4.670 $ | 9.786 $ | +9.786 $ |
| APPFOLIO INC | APPF | 15.784 $ | -87 $ | 15.871 $ | +2.917 $ | 12.954 $ | -2.283 $ | 15.237 $ | +15.237 $ |
| AMAZON COM INC | AMZN | 9.734 $ | -466 $ | 10.200 $ | -84 $ | 10.284 $ | +3.573 $ | 6.711 $ | +6.711 $ |
| Eaton Corp plc | ETN | 7.361 $ | -2.138 $ | 9.499 $ | +642 $ | 8.857 $ | +2.268 $ | 6.589 $ | +6.589 $ |
| CHEVRON CORP | CVX | 7.540 $ | -715 $ | 8.255 $ | +545 $ | 7.710 $ | -1.377 $ | 9.087 $ | +9.087 $ |
| PROCTER & GAMBLE Co | PG | 6.331 $ | -1.298 $ | 7.629 $ | -288 $ | 7.917 $ | -495 $ | 8.412 $ | +8.412 $ |
| CONOCOPHILLIPS | COP | 5.919 $ | -1.205 $ | 7.124 $ | +241 $ | 6.883 $ | -1.260 $ | 8.143 $ | +8.143 $ |
| PEPSICO INC | PEP | 6.925 $ | -473 $ | 7.398 $ | +333 $ | 7.065 $ | -954 $ | 8.019 $ | +8.019 $ |
| STRYKER CORP | SYK | 5.022 $ | -1.016 $ | 6.038 $ | +492 $ | 5.546 $ | +2.291 $ | 3.255 $ | +3.255 $ |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 5.958 $ | +5.958 $ | |||||||
| JOHNSON & JOHNSON | JNJ | 5.661 $ | +281 $ | 5.380 $ | +840 $ | 4.540 $ | -457 $ | 4.997 $ | +4.997 $ |
| ASTRAZENECA PLC | AZN | 5.617 $ | +468 $ | 5.149 $ | -219 $ | 5.368 $ | +5.368 $ | ||
| LINDE PLC | LIN | 4.379 $ | -953 $ | 5.332 $ | +806 $ | 4.526 $ | +4.526 $ | ||
| NVIDIA CORP | NVDA | 1.382 $ | -3.807 $ | 5.189 $ | +887 $ | 4.302 $ | +1.324 $ | 2.978 $ | +2.978 $ |
| AUTOZONE INC | AZO | 3.368 $ | -1.570 $ | 4.938 $ | +584 $ | 4.354 $ | -88 $ | 4.442 $ | +4.442 $ |
| HERSHEY CO | HSY | 4.211 $ | -528 $ | 4.739 $ | +375 $ | 4.364 $ | -186 $ | 4.550 $ | +4.550 $ |
| ORACLE CORP | ORCL | 998 $ | -1.156 $ | 2.154 $ | -2.423 $ | 4.577 $ | +4.577 $ | ||
| GENERAL DYNAMICS CORP | GD | 3.844 $ | +3.844 $ | ||||||
| BECK MACK & OLIVER LLC | 3.326 $ | +2.317 $ | 1.009 $ | +468 $ | 541 $ | +66 $ | 475 $ | +475 $ | |
| PRICE T ROWE GROUP INC | TROW | 898 $ | -349 $ | 1.247 $ | -1.626 $ | 2.873 $ | +117 $ | 2.756 $ | +2.756 $ |
| BROWN FORMAN CORP | BF-A | 849 $ | -950 $ | 1.799 $ | -224 $ | 2.023 $ | -541 $ | 2.564 $ | +2.564 $ |
| EXXON MOBIL CORP | XOM | 1.693 $ | -596 $ | 2.289 $ | +218 $ | 2.071 $ | -158 $ | 2.229 $ | +2.229 $ |
| FACTSET RESEARCH SYSTEMS INC | FDS | 2.162 $ | +2.162 $ | ||||||
| ADVANCED MICRO DEVICES INC | AMD | 1.668 $ | +1.668 $ | ||||||
| AMERICAN EXPRESS CO | AXP | 403 $ | -723 $ | 1.126 $ | +45 $ | 1.081 $ | +270 $ | 811 $ | +811 $ |
| COCA COLA CO | KO | 694 $ | +9 $ | 685 $ | -77 $ | 762 $ | -17 $ | 779 $ | +779 $ |
| Phillips 66 | PSX | 201 $ | -14 $ | 215 $ | -506 $ | 721 $ | +721 $ | ||
| AMGEN INC | AMGN | 396 $ | -17 $ | 413 $ | -63 $ | 476 $ | +476 $ | ||
| JPMORGAN CHASE & CO | JPM | 368 $ | +368 $ | ||||||
| COLGATE PALMOLIVE CO | CL | 350 $ | +350 $ | ||||||
| IDACORP INC | IDA | 342 $ | +101 $ | 241 $ | +241 $ | ||||
| BECTON DICKINSON & CO | BDX | 204 $ | +204 $ | ||||||
| 279.795 $ | -14.466 $ | 301.815 $ | +15.394 $ | 286.421 $ | +5.138 $ | 286.049 $ | +286.049 $ | ||
Erweiterte Einstellungen
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