| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 181.066.895 $ | +4.703.165 $ | 180.044.380 $ | +10.033.730 $ | 170.010.650 $ | +15.448.252 $ | 154.763.677 $ | +154.763.677 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 144.948.241 $ | +3.964.048 $ | 140.984.193 $ | +8.060.654 $ | 132.923.539 $ | +16.510.164 $ | 116.413.375 $ | +116.413.375 $ |
| PAYCHEX INC | PAYX | 8.811.290 $ | -1.145.201 $ | 9.956.491 $ | -706.163 $ | 10.662.654 $ | -646.533 $ | 11.309.187 $ | +11.309.187 $ |
| KENNAMETAL INC | KMT | 3.135.356 $ | -763.298 $ | 3.898.654 $ | -3.554.812 $ | 7.453.466 $ | +7.453.466 $ | ||
| APPFOLIO INC | APPF | 6.188.567 $ | +355.550 $ | 5.833.017 $ | +837.060 $ | 4.995.957 $ | -61.230 $ | 5.057.187 $ | +5.057.187 $ |
| MICROSOFT CORP | MSFT | 3.422.668 $ | -155.499 $ | 3.578.167 $ | +151.677 $ | 3.426.490 $ | +902.730 $ | 2.523.760 $ | +2.523.760 $ |
| AMAZON COM INC | AMZN | 2.467.697 $ | +337.648 $ | 2.130.049 $ | -45.422 $ | 2.175.471 $ | +407.765 $ | 1.767.706 $ | +1.767.706 $ |
| NVIDIA CORP | NVDA | 2.146.654 $ | +120.548 $ | 2.026.106 $ | +296.567 $ | 1.729.539 $ | +558.263 $ | 1.171.276 $ | +1.171.276 $ |
| ALPHA PRO TECH LTD | APT | 1.989.126 $ | +571.858 $ | 1.417.268 $ | +376.852 $ | 1.040.416 $ | +160.559 $ | 879.857 $ | +879.857 $ |
| JPMORGAN CHASE & CO | JPM | 1.087.793 $ | +48.263 $ | 1.039.530 $ | +94.055 $ | 945.475 $ | +197.832 $ | 747.643 $ | +747.643 $ |
| CHEVRON CORP | CVX | 896.832 $ | -74.717 $ | 971.549 $ | +90.299 $ | 881.250 $ | -140.458 $ | 1.021.708 $ | +1.021.708 $ |
| CATERPILLAR INC | CAT | 904.364 $ | +140.233 $ | 764.131 $ | +142.542 $ | 621.589 $ | +82.112 $ | 539.477 $ | +539.477 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 875.114 $ | +18.445 $ | 856.669 $ | +58.549 $ | 798.120 $ | -11.934 $ | 810.054 $ | +810.054 $ |
| EXXON MOBIL CORP | XOM | 793.402 $ | +50.041 $ | 743.361 $ | +469.872 $ | 273.489 $ | -28.831 $ | 302.320 $ | +302.320 $ |
| AbbVie Inc. | ABBV | 620.928 $ | -58.301 $ | 679.229 $ | +118.744 $ | 560.485 $ | -54.148 $ | 614.633 $ | +614.633 $ |
| ORACLE CORP | ORCL | 395.892 $ | -187.162 $ | 583.054 $ | +77.329 $ | 505.725 $ | +195.605 $ | 310.120 $ | +310.120 $ |
| ISHARES GOLD TRUST | IAU | 531.501 $ | +55.003 $ | 476.498 $ | +476.498 $ | ||||
| PEPSICO INC | PEP | 487.032 $ | +10.452 $ | 476.580 $ | +23.884 $ | 452.696 $ | -56.122 $ | 508.818 $ | +508.818 $ |
| PROCTER & GAMBLE Co | PG | 425.046 $ | -27.830 $ | 452.876 $ | -44.682 $ | 497.558 $ | -4.600 $ | 502.158 $ | +502.158 $ |
| JOHNSON & JOHNSON | JNJ | 483.949 $ | +50.347 $ | 433.602 $ | +69.983 $ | 363.619 $ | -24.195 $ | 387.814 $ | +387.814 $ |
| COCA COLA CO | KO | 404.182 $ | +11.126 $ | 393.056 $ | -61.469 $ | 454.525 $ | -5.427 $ | 459.952 $ | +459.952 $ |
| UNITEDHEALTH GROUP INC | UNH | 217.082 $ | -60.693 $ | 277.775 $ | -5.585 $ | 283.360 $ | -118.940 $ | 402.300 $ | +402.300 $ |
| abrdn Gold ETF Trust | SGOL | 397.203 $ | +397.203 $ | ||||||
| STARBUCKS CORP | SBUX | 334.508 $ | -9.013 $ | 343.521 $ | -13.429 $ | 356.950 $ | +356.950 $ | ||
| Walt Disney Co | DIS | 245.590 $ | -64.551 $ | 310.141 $ | -25.751 $ | 335.892 $ | +64.212 $ | 271.680 $ | +271.680 $ |
| GENERAL ELECTRIC CO | GE | 293.062 $ | -36.980 $ | 330.042 $ | +69.605 $ | 260.437 $ | +60.002 $ | 200.435 $ | +200.435 $ |
| NETFLIX INC | NFLX | 205.803 $ | -91.529 $ | 297.332 $ | -28.077 $ | 325.409 $ | +325.409 $ | ||
| ELI LILLY & Co | LLY | 322.404 $ | +108.001 $ | 214.403 $ | -42.842 $ | 257.245 $ | +257.245 $ | ||
| STRYKER CORP | SYK | 277.310 $ | -14.360 $ | 291.670 $ | -20.482 $ | 312.152 $ | -7.611 $ | 319.763 $ | +319.763 $ |
| Walmart Inc. | WMT | 266.938 $ | +58.654 $ | 208.284 $ | -33.330 $ | 241.614 $ | +241.614 $ | ||
| SPS COMMERCE INC | SPSC | 256.413 $ | +256.413 $ | ||||||
| Mastercard Inc | MA | 237.486 $ | +6.549 $ | 230.937 $ | -2.830 $ | 233.767 $ | +3.008 $ | 230.759 $ | +230.759 $ |
| INTEL CORP | INTC | 236.844 $ | +33.446 $ | 203.398 $ | +203.398 $ | ||||
| JONES LANG LASALLE INC | JLL | 230.482 $ | +26.160 $ | 204.322 $ | +204.322 $ | ||||
| INNOVATIVE INDUSTRIAL PROPERTIES INC | IIPR | 210.786 $ | +784 $ | 210.002 $ | +210.002 $ | ||||
| GRAHAM CORP | GHM | 201.279 $ | +201.279 $ | ||||||
| 181.066.895 $ | +4.703.165 $ | 180.044.380 $ | +10.033.730 $ | 170.010.650 $ | +15.448.252 $ | 154.763.677 $ | +154.763.677 $ | ||
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