| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 524.529.792 $ | +11.616.252 $ | 513.885.982 $ | +21.042.532 $ | 492.843.450 $ | +33.374.409 $ | 459.469.041 $ | +459.469.041 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 229.942.705 $ | +5.636.564 $ | 224.306.141 $ | +9.053.059 $ | 215.253.082 $ | +17.369.214 $ | 197.883.868 $ | +197.883.868 $ |
| MICROSOFT CORP | MSFT | 49.007.294 $ | -3.870.894 $ | 52.878.188 $ | +1.185.865 $ | 51.692.323 $ | +12.453.570 $ | 39.238.753 $ | +39.238.753 $ |
| Walmart Inc. | WMT | 20.169.448 $ | +635.850 $ | 19.533.598 $ | +384.053 $ | 19.149.545 $ | +1.369.860 $ | 17.779.685 $ | +17.779.685 $ |
| JOHNSON & JOHNSON | JNJ | 18.190.353 $ | +1.665.960 $ | 16.524.393 $ | +2.758.849 $ | 13.765.544 $ | -1.061.723 $ | 14.827.267 $ | +14.827.267 $ |
| JPMORGAN CHASE & CO | JPM | 16.959.080 $ | -23.668 $ | 16.982.748 $ | +1.043.789 $ | 15.938.959 $ | +2.169.782 $ | 13.769.177 $ | +13.769.177 $ |
| AbbVie Inc. | ABBV | 15.942.217 $ | -392.017 $ | 16.334.234 $ | +2.717.017 $ | 13.617.217 $ | -1.595.344 $ | 15.212.561 $ | +15.212.561 $ |
| PROCTER & GAMBLE Co | PG | 12.469.313 $ | -913.410 $ | 13.382.723 $ | -657.856 $ | 14.040.579 $ | -1.035.557 $ | 15.076.136 $ | +15.076.136 $ |
| EXXON MOBIL CORP | XOM | 14.739.528 $ | +1.253.799 $ | 13.485.729 $ | +299.487 $ | 13.186.242 $ | -1.089.087 $ | 14.275.329 $ | +14.275.329 $ |
| APPFOLIO INC | APPF | 13.459.653 $ | +1.407.888 $ | 12.051.765 $ | +2.410.314 $ | 9.641.451 $ | -757.676 $ | 10.399.127 $ | +10.399.127 $ |
| MCDONALDS CORP | MCD | 10.405.823 $ | +319.732 $ | 10.086.091 $ | +331.526 $ | 9.754.565 $ | -654.417 $ | 10.408.982 $ | +10.408.982 $ |
| EMERSON ELECTRIC CO | EMR | 9.783.299 $ | -32.964 $ | 9.816.263 $ | -347.948 $ | 10.164.211 $ | +1.760.252 $ | 8.403.959 $ | +8.403.959 $ |
| ALPHA PRO TECH LTD | APT | 9.519.767 $ | +1.837.166 $ | 7.682.601 $ | +2.053.007 $ | 5.629.594 $ | +669.946 $ | 4.959.648 $ | +4.959.648 $ |
| ELI LILLY & Co | LLY | 9.390.554 $ | +2.876.060 $ | 6.514.494 $ | -161.788 $ | 6.676.282 $ | +405.147 $ | 6.271.135 $ | +6.271.135 $ |
| CHEVRON CORP | CVX | 8.006.925 $ | -78.602 $ | 8.085.527 $ | +641.661 $ | 7.443.866 $ | -1.379.332 $ | 8.823.198 $ | +8.823.198 $ |
| LOCKHEED MARTIN CORP | LMT | 7.560.688 $ | -185.150 $ | 7.745.838 $ | +450.062 $ | 7.295.776 $ | +256.139 $ | 7.039.637 $ | +7.039.637 $ |
| COCA COLA CO | KO | 6.793.127 $ | +361.749 $ | 6.431.378 $ | -676.307 $ | 7.107.685 $ | -81.100 $ | 7.188.785 $ | +7.188.785 $ |
| STRYKER CORP | SYK | 6.250.173 $ | -438.248 $ | 6.688.421 $ | -383.248 $ | 7.071.669 $ | +385.891 $ | 6.685.778 $ | +6.685.778 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 6.574.938 $ | +13.904 $ | 6.561.034 $ | +138.887 $ | 6.422.147 $ | -517.663 $ | 6.939.810 $ | +6.939.810 $ |
| RTX Corp | RTX | 6.635.916 $ | +971.168 $ | 5.664.748 $ | +726.534 $ | 4.938.214 $ | +478.054 $ | 4.460.160 $ | +4.460.160 $ |
| UNITED PARCEL SERVICE INC | UPS | 4.146.426 $ | +373.722 $ | 3.772.704 $ | -1.658.821 $ | 5.431.525 $ | -573.153 $ | 6.004.678 $ | +6.004.678 $ |
| NEXTERA ENERGY INC | NEE | 4.960.983 $ | +427.356 $ | 4.533.627 $ | +396.473 $ | 4.137.154 $ | -101.784 $ | 4.238.938 $ | +4.238.938 $ |
| AMAZON COM INC | AMZN | 4.379.694 $ | +9.601 $ | 4.370.093 $ | -569.684 $ | 4.939.777 $ | +865.815 $ | 4.073.962 $ | +4.073.962 $ |
| SYSCO CORP | SYY | 4.249.549 $ | -651.293 $ | 4.900.842 $ | +363.366 $ | 4.537.476 $ | +22.426 $ | 4.515.050 $ | +4.515.050 $ |
| BOEING CO | BA | 4.418.946 $ | +106.760 $ | 4.312.186 $ | +153.319 $ | 4.158.867 $ | +887.454 $ | 3.271.413 $ | +3.271.413 $ |
| 3M CO | MMM | 4.042.877 $ | +122.844 $ | 3.920.033 $ | -96.187 $ | 4.016.220 $ | +192.466 $ | 3.823.754 $ | +3.823.754 $ |
| Walt Disney Co | DIS | 3.442.701 $ | -180.443 $ | 3.623.144 $ | -369.877 $ | 3.993.021 $ | +814.962 $ | 3.178.059 $ | +3.178.059 $ |
| Duke Energy CORP | DUK | 3.602.156 $ | -286.997 $ | 3.889.153 $ | +144.128 $ | 3.745.025 $ | -29.032 $ | 3.774.057 $ | +3.774.057 $ |
| COLGATE PALMOLIVE CO | CL | 1.632.842 $ | -164.102 $ | 1.796.944 $ | -527.429 $ | 2.324.373 $ | -74.877 $ | 2.399.250 $ | +2.399.250 $ |
| PFIZER INC | PFE | 1.771.460 $ | -173.683 $ | 1.945.143 $ | -41.664 $ | 1.986.807 $ | -267.084 $ | 2.253.891 $ | +2.253.891 $ |
| CVS HEALTH Corp | CVS | 2.164.901 $ | +294.287 $ | 1.870.614 $ | +292.524 $ | 1.578.090 $ | +231.118 $ | 1.346.972 $ | +1.346.972 $ |
| AMGEN INC | AMGN | 2.043.396 $ | +572.852 $ | 1.470.544 $ | +20.327 $ | 1.450.217 $ | -151.773 $ | 1.601.990 $ | +1.601.990 $ |
| SHERWIN WILLIAMS CO | SHW | 1.843.407 $ | -198.138 $ | 2.041.545 $ | +100.535 $ | 1.941.010 $ | -825 $ | 1.941.835 $ | +1.941.835 $ |
| TotalEnergies SE | TTE | 2.031.356 $ | +183.592 $ | 1.847.764 $ | -58.150 $ | 1.905.914 $ | -121.729 $ | 2.027.643 $ | +2.027.643 $ |
| VERIZON COMMUNICATIONS INC | VZ | 1.371.690 $ | -164.039 $ | 1.535.729 $ | +75.036 $ | 1.460.693 $ | -33.585 $ | 1.494.278 $ | +1.494.278 $ |
| NVIDIA CORP | NVDA | 1.482.436 $ | +85.231 $ | 1.397.205 $ | +170.965 $ | 1.226.240 $ | +540.573 $ | 685.667 $ | +685.667 $ |
| Medtronic plc | MDT | 1.459.824 $ | +428.661 $ | 1.031.163 $ | +179.774 $ | 851.389 $ | -21.511 $ | 872.900 $ | +872.900 $ |
| GENERAL ELECTRIC CO | GE | 975.839 $ | +22.841 $ | 952.998 $ | +137.586 $ | 815.412 $ | +181.337 $ | 634.075 $ | +634.075 $ |
| ORACLE CORP | ORCL | 625.466 $ | -214.035 $ | 839.501 $ | +360.483 $ | 479.018 $ | +479.018 $ | ||
| CINTAS CORP | CTAS | 670.995 $ | -108.381 $ | 779.376 $ | +779.376 $ | ||||
| CGI INC | GIB | 493.307 $ | +9.996 $ | 483.311 $ | -112.997 $ | 596.308 $ | +596.308 $ | ||
| INTEL CORP | INTC | 301.447 $ | -133.001 $ | 434.448 $ | -9.313 $ | 443.761 $ | +443.761 $ | ||
| REGIONS FINANCIAL CORP | RF | 414.115 $ | +4.563 $ | 409.552 $ | +20.743 $ | 388.809 $ | +29.590 $ | 359.219 $ | +359.219 $ |
| ALLIANT ENERGY CORP | LNT | 286.428 $ | -17.315 $ | 303.743 $ | +6.357 $ | 297.386 $ | -48.875 $ | 346.261 $ | +346.261 $ |
| CATERPILLAR INC | CAT | 319.661 $ | -18.161 $ | 337.822 $ | +62.969 $ | 274.853 $ | +41.355 $ | 233.498 $ | +233.498 $ |
| CSX CORP | CSX | 337.125 $ | +5.106 $ | 332.019 $ | +26.928 $ | 305.091 $ | +196 $ | 304.895 $ | +304.895 $ |
| PALATIN TECHNOLOGIES INC | PTNT | 232.319 $ | -7.928 $ | 240.247 $ | +240.247 $ | ||||
| LYNCH & ASSOCIATES/IN | 87 $ | +87 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | |
| HUNTINGTON NATIONAL BANK | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | |
| 524.529.792 $ | +11.616.252 $ | 513.885.982 $ | +21.042.532 $ | 492.843.450 $ | +33.374.409 $ | 459.469.041 $ | +459.469.041 $ | ||
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