| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 209.295.129 $ | +5.537.333 $ | 205.182.670 $ | +11.804.938 $ | 193.620.648 $ | -79.587.656 $ | 299.829.655 $ | +299.829.655 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 153.707.229 $ | +4.694.965 $ | 149.012.264 $ | +8.297.318 $ | 140.714.946 $ | -49.288.490 $ | 190.003.436 $ | +190.003.436 $ |
| ALPHA PRO TECH LTD | APT | 14.579.018 $ | +14.579.018 $ | ||||||
| BERKSHIRE HATHAWAY INC | BRK-B | 3.608.345 $ | +90 $ | 3.608.255 $ | +121.738 $ | 3.486.517 $ | -9.688.216 $ | 13.174.733 $ | +13.174.733 $ |
| APPFOLIO INC | APPF | 551.206 $ | +34.938 $ | 516.268 $ | +100.080 $ | 416.188 $ | -11.669.675 $ | 12.085.863 $ | +12.085.863 $ |
| VERIZON COMMUNICATIONS INC | VZ | 8.308.554 $ | -713.459 $ | 9.022.013 $ | -6.171 $ | 9.028.184 $ | -1.087.124 $ | 10.115.308 $ | +10.115.308 $ |
| ISHARES GOLD TRUST | IAU | 8.299.633 $ | -1.030.136 $ | 9.329.769 $ | +1.071.184 $ | 8.258.585 $ | -1.696.163 $ | 9.954.748 $ | +9.954.748 $ |
| CHEVRON CORP | CVX | 8.771.806 $ | -136.561 $ | 8.908.367 $ | +1.508.450 $ | 7.399.917 $ | +75.458 $ | 7.324.459 $ | +7.324.459 $ |
| Mastercard Inc | MA | 8.496.547 $ | +8.496.547 $ | ||||||
| BlackRock, Inc. | BLK | 5.754.796 $ | -256.842 $ | 6.011.638 $ | -165.438 $ | 6.177.076 $ | -2.034.997 $ | 8.212.073 $ | +8.212.073 $ |
| 3M CO | MMM | 1.110.469 $ | -1.695.619 $ | 2.806.088 $ | -2.157.046 $ | 4.963.134 $ | +4.963.134 $ | ||
| JOHNSON & JOHNSON | JNJ | 4.828.558 $ | +620.080 $ | 4.208.478 $ | +1.070.229 $ | 3.138.249 $ | +511.531 $ | 2.626.718 $ | +2.626.718 $ |
| AMGEN INC | AMGN | 4.046.861 $ | +1.304.159 $ | 2.742.702 $ | +880.371 $ | 1.862.331 $ | +193.357 $ | 1.668.974 $ | +1.668.974 $ |
| JPMORGAN CHASE & CO | JPM | 741.751 $ | -153.124 $ | 894.875 $ | +72.400 $ | 822.475 $ | -1.856.411 $ | 2.678.886 $ | +2.678.886 $ |
| EXXON MOBIL CORP | XOM | 703.508 $ | -1.140.631 $ | 1.844.139 $ | +27.062 $ | 1.817.077 $ | -198.906 $ | 2.015.983 $ | +2.015.983 $ |
| ELI LILLY & Co | LLY | 1.499.179 $ | +434.794 $ | 1.064.385 $ | -23.060 $ | 1.087.445 $ | -83.696 $ | 1.171.141 $ | +1.171.141 $ |
| Walt Disney Co | DIS | 1.426.018 $ | +1.426.018 $ | ||||||
| GOLDMAN SACHS GROUP INC | GS | 1.405.962 $ | +1.405.962 $ | ||||||
| MCDONALDS CORP | MCD | 1.236.890 $ | +1.236.890 $ | ||||||
| PROCTER & GAMBLE Co | PG | 504.738 $ | -186.227 $ | 690.965 $ | -25.498 $ | 716.463 $ | -221.357 $ | 937.820 $ | +937.820 $ |
| EQUINIX INC | EQIX | 711.763 $ | -15.867 $ | 727.630 $ | +80.117 $ | 647.513 $ | -16.182 $ | 663.695 $ | +663.695 $ |
| PEPSICO INC | PEP | 567.048 $ | +12.169 $ | 554.879 $ | +33.188 $ | 521.691 $ | -113.755 $ | 635.446 $ | +635.446 $ |
| GENERAL ELECTRIC CO | GE | 537.513 $ | -93.307 $ | 630.820 $ | +91.073 $ | 539.747 $ | +106.422 $ | 433.325 $ | +433.325 $ |
| NEXTERA ENERGY INC | NEE | 609.005 $ | +36.337 $ | 572.668 $ | +46.047 $ | 526.621 $ | -14.837 $ | 541.458 $ | +541.458 $ |
| CATERPILLAR INC | CAT | 597.504 $ | +393.283 $ | 204.221 $ | +204.221 $ | ||||
| COCA COLA CO | KO | 500.416 $ | +500.416 $ | ||||||
| Solventum Corp | SOLV | 242.916 $ | -253.930 $ | 496.846 $ | +496.846 $ | ||||
| MICROSOFT CORP | MSFT | 411.077 $ | -29.181 $ | 440.258 $ | +17.459 $ | 422.799 $ | -55.824 $ | 478.623 $ | +478.623 $ |
| COLGATE PALMOLIVE CO | CL | 379.296 $ | -4.416 $ | 383.712 $ | -52.608 $ | 436.320 $ | -41.685 $ | 478.005 $ | +478.005 $ |
| Public Storage | PSA | 421.947 $ | -47.724 $ | 469.671 $ | +55.655 $ | 414.016 $ | -3.195 $ | 417.211 $ | +417.211 $ |
| REALTY INCOME CORP | O | 424.241 $ | -33.265 $ | 457.506 $ | +658 $ | 456.848 $ | +2.165 $ | 454.683 $ | +454.683 $ |
| PFIZER INC | PFE | 201.242 $ | -16.409 $ | 217.651 $ | +10.292 $ | 207.359 $ | -154.056 $ | 361.415 $ | +361.415 $ |
| SAP SE | SAP | 355.683 $ | +355.683 $ | ||||||
| SPS COMMERCE INC | SPSC | 283.666 $ | +37.363 $ | 246.303 $ | -76.702 $ | 323.005 $ | +323.005 $ | ||
| BROWN FORMAN CORP | BF-A | 319.865 $ | +319.865 $ | ||||||
| TE Connectivity plc | TEL | 255.722 $ | -49.645 $ | 305.367 $ | +70.747 $ | 234.620 $ | +234.620 $ | ||
| Medtronic plc | MDT | 275.501 $ | +2.352 $ | 273.149 $ | +23.145 $ | 250.004 $ | -7.715 $ | 257.719 $ | +257.719 $ |
| SBA COMMUNICATIONS CORP | SBAC | 221.671 $ | +91 $ | 221.580 $ | -47.547 $ | 269.127 $ | +16.995 $ | 252.132 $ | +252.132 $ |
| EQUITY RESIDENTIAL | EQR | 231.042 $ | -6.194 $ | 237.236 $ | -10.115 $ | 247.351 $ | -14.990 $ | 262.341 $ | +262.341 $ |
| Walmart Inc. | WMT | 238.069 $ | +12.197 $ | 225.872 $ | +6.748 $ | 219.124 $ | +219.124 $ | ||
| ADVANCED MICRO DEVICES INC | AMD | 218.015 $ | +10.685 $ | 207.330 $ | +207.330 $ | ||||
| 209.295.129 $ | +5.537.333 $ | 205.182.670 $ | +11.804.938 $ | 193.620.648 $ | -79.587.656 $ | 299.829.655 $ | +299.829.655 $ | ||
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