| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 161.589.169 $ | +17.095.589 $ | 145.340.711 $ | +18.263.171 $ | 127.714.300 $ | +31.993.964 $ | 96.067.582 $ | +96.067.582 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 83.435.846 $ | +12.375.032 $ | 71.060.814 $ | +6.655.518 $ | 64.405.296 $ | +21.269.494 $ | 43.135.802 $ | +43.135.802 $ |
| MICROSOFT CORP | MSFT | 15.141.680 $ | -339.387 $ | 15.481.067 $ | +1.354.970 $ | 14.126.097 $ | +3.795.189 $ | 10.330.908 $ | +10.330.908 $ |
| APPFOLIO INC | APPF | 12.906.021 $ | +933.455 $ | 11.972.566 $ | +2.547.388 $ | 9.425.178 $ | +1.159.505 $ | 8.265.673 $ | +8.265.673 $ |
| STRYKER CORP | SYK | 6.811.137 $ | -347.153 $ | 7.158.290 $ | -494.777 $ | 7.653.067 $ | +456.730 $ | 7.196.337 $ | +7.196.337 $ |
| NVIDIA CORP | NVDA | 5.994.516 $ | -532.073 $ | 6.526.589 $ | +889.336 $ | 5.637.253 $ | +3.491.976 $ | 2.145.277 $ | +2.145.277 $ |
| ALPHA PRO TECH LTD | APT | 4.722.048 $ | +1.588.305 $ | 3.133.743 $ | +1.417.979 $ | 1.715.764 $ | +347.194 $ | 1.368.570 $ | +1.368.570 $ |
| STARBUCKS CORP | SBUX | 2.905.058 $ | -84.795 $ | 2.989.853 $ | -242.412 $ | 3.232.265 $ | -222.463 $ | 3.454.728 $ | +3.454.728 $ |
| BlackRock, Inc. | BLK | 3.381.662 $ | +227.985 $ | 3.153.677 $ | +930.917 $ | 2.222.760 $ | -46.096 $ | 2.268.856 $ | +2.268.856 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 2.817.856 $ | +96.524 $ | 2.721.332 $ | +72.428 $ | 2.648.904 $ | -638.712 $ | 3.287.616 $ | +3.287.616 $ |
| AMAZON COM INC | AMZN | 3.180.700 $ | +344.953 $ | 2.835.747 $ | +408.197 $ | 2.427.550 $ | +427.347 $ | 2.000.203 $ | +2.000.203 $ |
| JPMORGAN CHASE & CO | JPM | 2.047.406 $ | +686.940 $ | 1.360.466 $ | +191.536 $ | 1.168.930 $ | +279.710 $ | 889.220 $ | +889.220 $ |
| BANC FUNDS CO LLC | 1.976.590 $ | +132.895 $ | 1.843.695 $ | +188.777 $ | 1.654.918 $ | +8.328 $ | 1.646.590 $ | +1.646.590 $ | |
| NICOLET BANKSHARES INC | NIC | 1.811.320 $ | -118.897 $ | 1.930.217 $ | -46.201 $ | 1.976.418 $ | +756.019 $ | 1.220.399 $ | +1.220.399 $ |
| JOHNSON & JOHNSON | JNJ | 1.232.180 $ | +202.543 $ | 1.029.637 $ | +208.911 $ | 820.726 $ | -36.833 $ | 857.559 $ | +857.559 $ |
| ELI LILLY & Co | LLY | 1.029.543 $ | +403.883 $ | 625.660 $ | +76.091 $ | 549.569 $ | +39.983 $ | 509.586 $ | +509.586 $ |
| CHEVRON CORP | CVX | 841.690 $ | -133.406 $ | 975.096 $ | +315.531 $ | 659.565 $ | -333.879 $ | 993.444 $ | +993.444 $ |
| MICRON TECHNOLOGY INC | MU | 942.424 $ | +942.424 $ | ||||||
| FISERV INC | FISV | 269.419 $ | -395.473 $ | 664.892 $ | -29.231 $ | 694.123 $ | -197.147 $ | 891.270 $ | +891.270 $ |
| SOUTHERN CO | SO | 761.343 $ | -65.462 $ | 826.805 $ | +26.966 $ | 799.839 $ | +3.000 $ | 796.839 $ | +796.839 $ |
| EXXON MOBIL CORP | XOM | 701.774 $ | +83.029 $ | 618.745 $ | +60.242 $ | 558.503 $ | -46.612 $ | 605.115 $ | +605.115 $ |
| CUMMINS INC | CMI | 640.104 $ | +51.743 $ | 588.361 $ | +186.191 $ | 402.170 $ | +20.087 $ | 382.083 $ | +382.083 $ |
| VISTA CAPITAL PARTNERS, INC. | 64.968 $ | -566.407 $ | 631.375 $ | +41.267 $ | 590.108 $ | -40.770 $ | 630.878 $ | +630.878 $ | |
| CAMECO CORP | CCJ | 596.057 $ | +49.709 $ | 546.348 $ | +546.348 $ | ||||
| ORACLE CORP | ORCL | 498.190 $ | -73.852 $ | 572.042 $ | +572.042 $ | ||||
| Parker-Hannifin Corp | PH | 511.555 $ | -38.862 $ | 550.417 $ | +284.998 $ | 265.419 $ | +38.691 $ | 226.728 $ | +226.728 $ |
| INTEL CORP | INTC | 545.456 $ | +47.071 $ | 498.385 $ | -16.457 $ | 514.842 $ | +64.366 $ | 450.476 $ | +450.476 $ |
| CATERPILLAR INC | CAT | 544.799 $ | +290.955 $ | 253.844 $ | +253.844 $ | ||||
| Enovix Corp | ENVX | 359.447 $ | -130.798 $ | 490.245 $ | -18.193 $ | 508.438 $ | +147.516 $ | 360.922 $ | +360.922 $ |
| AbbVie Inc. | ABBV | 490.847 $ | -6.225 $ | 497.072 $ | +82.170 $ | 414.902 $ | -8.492 $ | 423.394 $ | +423.394 $ |
| ALLSTATE CORP | ALL | 436.699 $ | -25.013 $ | 461.712 $ | +143.844 $ | 317.868 $ | -192 $ | 318.060 $ | +318.060 $ |
| Walmart Inc. | WMT | 456.023 $ | +131.261 $ | 324.762 $ | +14.487 $ | 310.275 $ | +310.275 $ | ||
| COLGATE PALMOLIVE CO | CL | 435.242 $ | +435.242 $ | ||||||
| AMERICAN EXPRESS CO | AXP | 426.182 $ | +34.565 $ | 391.617 $ | +391.617 $ | ||||
| COCA COLA CO | KO | 379.897 $ | +379.897 $ | ||||||
| NETFLIX INC | NFLX | 323.708 $ | -25.805 $ | 349.513 $ | +80.012 $ | 269.501 $ | +269.501 $ | ||
| UNITEDHEALTH GROUP INC | UNH | 347.246 $ | +347.246 $ | ||||||
| ISHARES GOLD TRUST | IAU | 289.843 $ | +289.843 $ | ||||||
| AMGEN INC | AMGN | 289.669 $ | +26.659 $ | 263.010 $ | +46.901 $ | 216.109 $ | -19.423 $ | 235.532 $ | +235.532 $ |
| EQUIFAX INC | EFX | 280.555 $ | +280.555 $ | ||||||
| NUCOR CORP | NUE | 278.918 $ | +51.531 $ | 227.387 $ | +11.185 $ | 216.202 $ | +216.202 $ | ||
| Eaton Corp plc | ETN | 236.653 $ | -16.714 $ | 253.367 $ | -5.451 $ | 258.818 $ | +258.818 $ | ||
| RTX Corp | RTX | 241.759 $ | +1.275 $ | 240.484 $ | +240.484 $ | ||||
| Walt Disney Co | DIS | 233.624 $ | +233.624 $ | ||||||
| PEPSICO INC | PEP | 203.526 $ | -29.759 $ | 233.285 $ | +233.285 $ | ||||
| COPART INC | CPRT | 207.468 $ | -24.777 $ | 232.245 $ | +232.245 $ | ||||
| BOEING CO | BA | 224.895 $ | +69 $ | 224.826 $ | +224.826 $ | ||||
| DEERE & CO | DE | 210.903 $ | -11.816 $ | 222.719 $ | +222.719 $ | ||||
| TARGET CORP | TGT | 208.990 $ | +2.417 $ | 206.573 $ | -11.226 $ | 217.799 $ | +217.799 $ | ||
| PALATIN TECHNOLOGIES INC | PTNT | 205.301 $ | +205.301 $ | ||||||
| CHART INDUSTRIES INC | GTLS | 204.353 $ | +204.353 $ | ||||||
| Absci Corp | ABSI | 137.216 $ | +5.532 $ | 131.684 $ | +20.359 $ | 111.325 $ | +2.599 $ | 108.726 $ | +108.726 $ |
| 161.589.169 $ | +17.095.589 $ | 145.340.711 $ | +18.263.171 $ | 127.714.300 $ | +31.993.964 $ | 96.067.582 $ | +96.067.582 $ | ||
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