| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 72.453.152 $ | -7.978.322 $ | 80.951.497 $ | +2.924.297 $ | 78.312.991 $ | +300.690 $ | 78.012.301 $ | +78.012.301 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 39.006.493 $ | -7.489.815 $ | 46.496.308 $ | -3.209.070 $ | 49.705.378 $ | +997.919 $ | 48.707.459 $ | +48.707.459 $ |
| APPFOLIO INC | APPF | 3.943.891 $ | +788.157 $ | 3.155.734 $ | +589.520 $ | 2.566.214 $ | -151.955 $ | 2.718.169 $ | +2.718.169 $ |
| AbbVie Inc. | ABBV | 2.184.039 $ | -421.988 $ | 2.606.027 $ | +555.080 $ | 2.050.947 $ | -202.471 $ | 2.253.418 $ | +2.253.418 $ |
| VERIZON COMMUNICATIONS INC | VZ | 2.296.276 $ | -117.019 $ | 2.413.295 $ | +75.893 $ | 2.337.402 $ | -209.925 $ | 2.547.327 $ | +2.547.327 $ |
| Duke Energy CORP | DUK | 2.205.307 $ | -295.805 $ | 2.501.112 $ | +139.341 $ | 2.361.771 $ | -162.155 $ | 2.523.926 $ | +2.523.926 $ |
| REALTY INCOME CORP | O | 2.244.935 $ | -255.054 $ | 2.499.989 $ | +161.023 $ | 2.338.966 $ | -26.392 $ | 2.365.358 $ | +2.365.358 $ |
| UNITED PARCEL SERVICE INC | UPS | 2.450.489 $ | +488.286 $ | 1.962.203 $ | -339.229 $ | 2.301.432 $ | +141.448 $ | 2.159.984 $ | +2.159.984 $ |
| CubeSmart | CUBE | 2.053.624 $ | -282.659 $ | 2.336.283 $ | +2.336.283 $ | ||||
| NVIDIA CORP | NVDA | 2.083.019 $ | +16.832 $ | 2.066.187 $ | +506.826 $ | 1.559.361 $ | +422.021 $ | 1.137.340 $ | +1.137.340 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.843.720 $ | -55.632 $ | 1.899.352 $ | +76.257 $ | 1.823.095 $ | -178.341 $ | 2.001.436 $ | +2.001.436 $ |
| Kraft Heinz Co | KHC | 1.759.313 $ | -151.138 $ | 1.910.451 $ | +55.645 $ | 1.854.806 $ | -132.638 $ | 1.987.444 $ | +1.987.444 $ |
| CHEVRON CORP | CVX | 1.743.577 $ | -46.222 $ | 1.789.799 $ | +120.477 $ | 1.669.322 $ | -235.534 $ | 1.904.856 $ | +1.904.856 $ |
| COCA COLA CO | KO | 1.829.274 $ | +83.682 $ | 1.745.592 $ | -82.486 $ | 1.828.078 $ | -55.125 $ | 1.883.203 $ | +1.883.203 $ |
| FLOWERS FOODS INC | FLO | 416.008 $ | -1.039.550 $ | 1.455.558 $ | -115.308 $ | 1.570.866 $ | -129.864 $ | 1.700.730 $ | +1.700.730 $ |
| JOHNSON & JOHNSON | JNJ | 1.418.102 $ | -75.158 $ | 1.493.260 $ | +269.215 $ | 1.224.045 $ | -65.758 $ | 1.289.803 $ | +1.289.803 $ |
| PROCTER & GAMBLE Co | PG | 1.164.271 $ | -94.452 $ | 1.258.723 $ | +32.892 $ | 1.225.831 $ | -80.633 $ | 1.306.464 $ | +1.306.464 $ |
| ALPHA PRO TECH LTD | APT | 741.517 $ | +368.115 $ | 373.402 $ | +373.402 $ | ||||
| Daiwa Securities Group Inc. | DSEEY | 675.741 $ | +15.334 $ | 660.407 $ | +660.407 $ | ||||
| MAI Capital Management | 647.493 $ | +270.000 $ | 377.493 $ | +377.493 $ | |||||
| MICROSOFT CORP | MSFT | 498.519 $ | +53.700 $ | 444.819 $ | +5.845 $ | 438.974 $ | +114.817 $ | 324.157 $ | +324.157 $ |
| Phillips 66 | PSX | 398.679 $ | -38.567 $ | 437.246 $ | +53.747 $ | 383.499 $ | -13.437 $ | 396.936 $ | +396.936 $ |
| AMGEN INC | AMGN | 340.075 $ | +82.991 $ | 257.084 $ | +2.724 $ | 254.360 $ | -29.462 $ | 283.822 $ | +283.822 $ |
| AMAZON COM INC | AMZN | 269.136 $ | -22.014 $ | 291.150 $ | +239 $ | 290.911 $ | +38.626 $ | 252.285 $ | +252.285 $ |
| Strategy Inc | MSTR | 285.791 $ | +285.791 $ | ||||||
| PAYCHEX INC | PAYX | 205.135 $ | -36.807 $ | 241.942 $ | -26.242 $ | 268.184 $ | +268.184 $ | ||
| ELI LILLY & Co | LLY | 239.654 $ | +239.654 $ | ||||||
| ALLSTATE CORP | ALL | 202.844 $ | +202.844 $ | ||||||
| GROUP ONE TRADING LLC | 112.044 $ | +112.044 $ | |||||||
| 72.453.152 $ | -7.978.322 $ | 80.951.497 $ | +2.924.297 $ | 78.312.991 $ | +300.690 $ | 78.012.301 $ | +78.012.301 $ | ||
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