| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 281.395.885 $ | -4.298.939 $ | 286.973.186 $ | +18.278.868 $ | 268.936.413 $ | +31.649.839 $ | 237.286.574 $ | +237.286.574 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 258.496.193 $ | -5.118.830 $ | 263.615.023 $ | +11.700.489 $ | 251.914.534 $ | +29.456.393 $ | 222.458.141 $ | +222.458.141 $ |
| APPFOLIO INC | APPF | 3.206.307 $ | -371.272 $ | 3.577.579 $ | +510.144 $ | 3.067.435 $ | +42.169 $ | 3.025.266 $ | +3.025.266 $ |
| ISHARES GOLD TRUST | IAU | 2.870.724 $ | +667.831 $ | 2.202.893 $ | +2.202.893 $ | ||||
| MICROSOFT CORP | MSFT | 2.103.386 $ | -135.726 $ | 2.239.112 $ | +552.702 $ | 1.686.410 $ | +434.916 $ | 1.251.494 $ | +1.251.494 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.042.845 $ | -652.484 $ | 1.695.329 $ | +800.725 $ | 894.604 $ | -73.532 $ | 968.136 $ | +968.136 $ |
| EXXON MOBIL CORP | XOM | 1.388.815 $ | +286.562 $ | 1.102.253 $ | +15.418 $ | 1.086.835 $ | +49.590 $ | 1.037.245 $ | +1.037.245 $ |
| ALPHA PRO TECH LTD | APT | 1.318.383 $ | +335.964 $ | 982.419 $ | +263.320 $ | 719.099 $ | +116.401 $ | 602.698 $ | +602.698 $ |
| JOHNSON & JOHNSON | JNJ | 1.039.757 $ | +62.822 $ | 976.935 $ | +325.596 $ | 651.339 $ | -5.491 $ | 656.830 $ | +656.830 $ |
| JPMORGAN CHASE & CO | JPM | 878.700 $ | -9.531 $ | 888.231 $ | +23.476 $ | 864.755 $ | +351.933 $ | 512.822 $ | +512.822 $ |
| NASDAQ, INC. | NDAQ | 695.394 $ | +62.976 $ | 632.418 $ | -9.867 $ | 642.285 $ | +101.486 $ | 540.799 $ | +540.799 $ |
| CATERPILLAR INC | CAT | 676.931 $ | +240.582 $ | 436.349 $ | +68.559 $ | 367.790 $ | +99.451 $ | 268.339 $ | +268.339 $ |
| SPS COMMERCE INC | SPSC | 658.015 $ | +170.310 $ | 487.705 $ | +487.705 $ | ||||
| GENERAL ELECTRIC CO | GE | 618.112 $ | -12.044 $ | 630.156 $ | +172.997 $ | 457.159 $ | +123.056 $ | 334.103 $ | +334.103 $ |
| AbbVie Inc. | ABBV | 450.247 $ | -161.198 $ | 611.445 $ | +108.972 $ | 502.473 $ | +37.398 $ | 465.075 $ | +465.075 $ |
| AMAZON COM INC | AMZN | 579.122 $ | +31.295 $ | 547.827 $ | +12.173 $ | 535.654 $ | +195.511 $ | 340.143 $ | +340.143 $ |
| MCKESSON CORP | MCK | 433.149 $ | -48.143 $ | 481.292 $ | -93.220 $ | 574.512 $ | +27.153 $ | 547.359 $ | +547.359 $ |
| SOUTHERN CO | SO | 524.581 $ | -39.331 $ | 563.912 $ | +16.720 $ | 547.192 $ | +5.594 $ | 541.598 $ | +541.598 $ |
| NVIDIA CORP | NVDA | 509.090 $ | +24.720 $ | 484.370 $ | +63.155 $ | 421.215 $ | +199.616 $ | 221.599 $ | +221.599 $ |
| MCDONALDS CORP | MCD | 387.974 $ | -110.293 $ | 498.267 $ | +193.665 $ | 304.602 $ | +6.051 $ | 298.551 $ | +298.551 $ |
| CARMAX INC | KMX | 211.977 $ | -10.623 $ | 222.600 $ | -212.031 $ | 434.631 $ | -21.395 $ | 456.026 $ | +456.026 $ |
| Duke Energy CORP | DUK | 418.046 $ | -17.213 $ | 435.259 $ | +19.526 $ | 415.733 $ | -8.748 $ | 424.481 $ | +424.481 $ |
| PROCTER & GAMBLE Co | PG | 317.199 $ | -68.361 $ | 385.560 $ | -43.223 $ | 428.783 $ | +21.851 $ | 406.932 $ | +406.932 $ |
| Walmart Inc. | WMT | 378.039 $ | +44.050 $ | 333.989 $ | +18.028 $ | 315.961 $ | +54.562 $ | 261.399 $ | +261.399 $ |
| PEPSICO INC | PEP | 371.603 $ | +132.869 $ | 238.734 $ | -3.317 $ | 242.051 $ | -77.468 $ | 319.519 $ | +319.519 $ |
| VERIZON COMMUNICATIONS INC | VZ | 322.552 $ | -42.174 $ | 364.726 $ | +9.913 $ | 354.813 $ | +135.942 $ | 218.871 $ | +218.871 $ |
| ORACLE CORP | ORCL | 331.527 $ | +331.527 $ | ||||||
| COCA COLA CO | KO | 289.760 $ | -41.401 $ | 331.161 $ | +53.700 $ | 277.461 $ | -9.504 $ | 286.965 $ | +286.965 $ |
| ELI LILLY & Co | LLY | 295.053 $ | +295.053 $ | ||||||
| YUM BRANDS INC | YUM | 289.864 $ | +2.193 $ | 287.671 $ | +287.671 $ | ||||
| CHEVRON CORP | CVX | 273.025 $ | +18.194 $ | 254.831 $ | -1.937 $ | 256.768 $ | +31.010 $ | 225.758 $ | +225.758 $ |
| PFIZER INC | PFE | 232.701 $ | -35.948 $ | 268.649 $ | +31.158 $ | 237.491 $ | +28.989 $ | 208.502 $ | +208.502 $ |
| COMCAST CORP | CMCSA | 242.095 $ | +39.562 $ | 202.533 $ | +202.533 $ | ||||
| BOEING CO | BA | 227.912 $ | +227.912 $ | ||||||
| RTX Corp | RTX | 226.899 $ | +226.899 $ | ||||||
| MORGAN STANLEY | MS | 205.738 $ | -62 $ | 205.800 $ | +738 $ | 205.062 $ | -328 $ | 205.390 $ | +205.390 $ |
| EMERSON ELECTRIC CO | EMR | 202.467 $ | +202.467 $ | ||||||
| AT&T INC. | T | 202.160 $ | +202.160 $ | ||||||
| 281.395.885 $ | -4.298.939 $ | 286.973.186 $ | +18.278.868 $ | 268.936.413 $ | +31.649.839 $ | 237.286.574 $ | +237.286.574 $ | ||
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