| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 654.252.260 $ | +230.126.818 $ | 424.353.652 $ | +53.967.329 $ | 370.679.991 $ | +48.287.815 $ | 322.869.121 $ | +322.869.121 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 480.757.286 $ | +177.215.222 $ | 303.542.064 $ | +29.124.013 $ | 274.418.051 $ | +42.791.393 $ | 231.626.658 $ | +231.626.658 $ |
| Sequoia Financial Advisors, LLC | 53.018.724 $ | +47.710.710 $ | 5.308.014 $ | +5.308.014 $ | |||||
| BlackRock, Inc. | BLK | 36.918.509 $ | -2.846.474 $ | 39.764.983 $ | +4.734.039 $ | 35.030.944 $ | +574.466 $ | 34.456.478 $ | +34.456.478 $ |
| APPFOLIO INC | APPF | 28.355.925 $ | +972.890 $ | 27.383.035 $ | +4.002.655 $ | 23.380.380 $ | -2.330.758 $ | 25.711.138 $ | +25.711.138 $ |
| MICROSOFT CORP | MSFT | 7.855.579 $ | -726.436 $ | 8.582.015 $ | +1.382.987 $ | 7.199.028 $ | +1.320.129 $ | 5.878.899 $ | +5.878.899 $ |
| ALPHA PRO TECH LTD | APT | 5.793.372 $ | +1.296.008 $ | 4.497.364 $ | +1.496.799 $ | 3.000.565 $ | +597.583 $ | 2.402.982 $ | +2.402.982 $ |
| NVIDIA CORP | NVDA | 4.093.005 $ | +46.984 $ | 4.046.021 $ | +1.445.694 $ | 2.600.327 $ | +918.632 $ | 1.681.695 $ | +1.681.695 $ |
| AMAZON COM INC | AMZN | 3.628.940 $ | +184.557 $ | 3.444.383 $ | +504.129 $ | 2.940.254 $ | +791.277 $ | 2.148.977 $ | +2.148.977 $ |
| Walmart Inc. | WMT | 3.370.404 $ | +293.950 $ | 3.076.454 $ | +1.119.160 $ | 1.957.294 $ | +235.826 $ | 1.721.468 $ | +1.721.468 $ |
| EXXON MOBIL CORP | XOM | 2.657.676 $ | +799.659 $ | 1.858.017 $ | +110.738 $ | 1.747.279 $ | -225.094 $ | 1.972.373 $ | +1.972.373 $ |
| ELI LILLY & Co | LLY | 2.480.490 $ | +711.424 $ | 1.769.066 $ | +257.236 $ | 1.511.830 $ | -106.468 $ | 1.618.298 $ | +1.618.298 $ |
| PROCTER & GAMBLE Co | PG | 1.968.919 $ | +606.296 $ | 1.362.623 $ | +264.255 $ | 1.098.368 $ | -74.630 $ | 1.172.998 $ | +1.172.998 $ |
| JOHNSON & JOHNSON | JNJ | 1.792.680 $ | +444.181 $ | 1.348.499 $ | +359.231 $ | 989.268 $ | +39.333 $ | 949.935 $ | +949.935 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.348.258 $ | +206.887 $ | 1.141.371 $ | +340.676 $ | 800.695 $ | -31.887 $ | 832.582 $ | +832.582 $ |
| DEXCOM INC | DXCM | 1.032.983 $ | +7.685 $ | 1.025.298 $ | -303.605 $ | 1.328.903 $ | +320.191 $ | 1.008.712 $ | +1.008.712 $ |
| CHIPOTLE MEXICAN GRILL INC | CMG | 462.278 $ | -22.189 $ | 484.467 $ | -818.887 $ | 1.303.354 $ | +143.503 $ | 1.159.851 $ | +1.159.851 $ |
| MORGAN STANLEY | MS | 1.070.100 $ | -106.674 $ | 1.176.774 $ | +77.998 $ | 1.098.776 $ | +79.630 $ | 1.019.146 $ | +1.019.146 $ |
| INSULET CORP | PODD | 818.895 $ | -158.544 $ | 977.439 $ | -104.283 $ | 1.081.722 $ | +143.154 $ | 938.568 $ | +938.568 $ |
| AECOM | ACM | 1.023.558 $ | +1.023.558 $ | ||||||
| GENERAL ELECTRIC CO | GE | 1.014.474 $ | +169.702 $ | 844.772 $ | +211.867 $ | 632.905 $ | +425.925 $ | 206.980 $ | +206.980 $ |
| JPMORGAN CHASE & CO | JPM | 930.348 $ | -4.783 $ | 935.131 $ | +232.036 $ | 703.095 $ | +241.617 $ | 461.478 $ | +461.478 $ |
| AT&T INC. | T | 908.965 $ | +63.954 $ | 845.011 $ | +18.894 $ | 826.117 $ | +272.244 $ | 553.873 $ | +553.873 $ |
| AbbVie Inc. | ABBV | 762.297 $ | -30.663 $ | 792.960 $ | +246.932 $ | 546.028 $ | -53.808 $ | 599.836 $ | +599.836 $ |
| SPS COMMERCE INC | SPSC | 791.827 $ | +150.204 $ | 641.623 $ | +91.405 $ | 550.218 $ | +50.583 $ | 499.635 $ | +499.635 $ |
| CVS HEALTH Corp | CVS | 690.733 $ | +251.480 $ | 439.253 $ | +47.097 $ | 392.156 $ | -43.883 $ | 436.039 $ | +436.039 $ |
| STRYKER CORP | SYK | 509.642 $ | -99.719 $ | 609.361 $ | -53.129 $ | 662.490 $ | +28.727 $ | 633.763 $ | +633.763 $ |
| PEPSICO INC | PEP | 617.823 $ | +73.910 $ | 543.913 $ | +91.380 $ | 452.533 $ | +200.034 $ | 252.499 $ | +252.499 $ |
| PALATIN TECHNOLOGIES INC | PTNT | 546.524 $ | +135.590 $ | 410.934 $ | +194.093 $ | 216.841 $ | +216.841 $ | ||
| MCDONALDS CORP | MCD | 538.728 $ | +662 $ | 538.066 $ | +30.425 $ | 507.641 $ | -30.385 $ | 538.026 $ | +538.026 $ |
| CHEVRON CORP | CVX | 504.697 $ | -22.832 $ | 527.529 $ | +304.315 $ | 223.214 $ | +223.214 $ | ||
| INTEL CORP | INTC | 521.037 $ | +247.014 $ | 274.023 $ | +274.023 $ | ||||
| Roblox Corp | RBLX | 250.464 $ | -185.458 $ | 435.922 $ | +152.303 $ | 283.619 $ | +283.619 $ | ||
| 3M CO | MMM | 424.936 $ | +424.936 $ | ||||||
| RTX Corp | RTX | 422.149 $ | +28.456 $ | 393.693 $ | +101.117 $ | 292.576 $ | -41.709 $ | 334.285 $ | +334.285 $ |
| NETFLIX INC | NFLX | 260.962 $ | -150.663 $ | 411.625 $ | +92.470 $ | 319.155 $ | +319.155 $ | ||
| CITIGROUP INC | C | 403.516 $ | +58.396 $ | 345.120 $ | +79.933 $ | 265.187 $ | +265.187 $ | ||
| SOUTHERN CO | SO | 337.600 $ | -57.263 $ | 394.863 $ | +54.034 $ | 340.829 $ | +17.487 $ | 323.342 $ | +323.342 $ |
| GENERAL DYNAMICS CORP | GD | 378.770 $ | +14.413 $ | 364.357 $ | +132.507 $ | 231.850 $ | +231.850 $ | ||
| ORACLE CORP | ORCL | 254.096 $ | -96.811 $ | 350.907 $ | +144.008 $ | 206.899 $ | +206.899 $ | ||
| AMEREN CORP | AEE | 313.571 $ | -34.215 $ | 347.786 $ | +347.786 $ | ||||
| MICRON TECHNOLOGY INC | MU | 345.246 $ | +345.246 $ | ||||||
| CATERPILLAR INC | CAT | 331.877 $ | +83.535 $ | 248.342 $ | +248.342 $ | ||||
| Booking Holdings Inc. | BKNG | 309.178 $ | +2.693 $ | 306.485 $ | +82.528 $ | 223.957 $ | +223.957 $ | ||
| Senseonics Holdings, Inc. | SENS | 129.085 $ | -74.745 $ | 203.830 $ | -18.989 $ | 222.819 $ | -84.049 $ | 306.868 $ | +306.868 $ |
| Mastercard Inc | MA | 267.312 $ | -36.830 $ | 304.142 $ | +304.142 $ | ||||
| MERCADOLIBRE INC | MELI | 231.640 $ | -37.108 $ | 268.748 $ | -31.819 $ | 300.567 $ | +76.217 $ | 224.350 $ | +224.350 $ |
| CENTENE CORP | CNC | 292.165 $ | +292.165 $ | ||||||
| LOCKHEED MARTIN CORP | LMT | 290.676 $ | +87.365 $ | 203.311 $ | +203.311 $ | ||||
| UNITEDHEALTH GROUP INC | UNH | 260.787 $ | -27.884 $ | 288.671 $ | +288.671 $ | ||||
| RALPH LAUREN CORP | RL | 265.208 $ | +35.285 $ | 229.923 $ | +229.923 $ | ||||
| FEDEX CORP | FDX | 263.838 $ | +263.838 $ | ||||||
| CONOCOPHILLIPS | COP | 253.731 $ | +253.731 $ | ||||||
| CUMMINS INC | CMI | 245.557 $ | +24.270 $ | 221.287 $ | +221.287 $ | ||||
| LAM RESEARCH CORP | LRCX | 244.751 $ | +38.887 $ | 205.864 $ | +205.864 $ | ||||
| INCYTE CORP | INCY | 244.602 $ | +244.602 $ | ||||||
| VERIZON COMMUNICATIONS INC | VZ | 244.462 $ | +3.283 $ | 241.179 $ | +16.289 $ | 224.890 $ | -11.784 $ | 236.674 $ | +236.674 $ |
| Eaton Corp plc | ETN | 238.465 $ | +238.465 $ | ||||||
| GOLDMAN SACHS GROUP INC | GS | 234.611 $ | -3.014 $ | 237.625 $ | +237.625 $ | ||||
| PG&E Corp | PCG | 232.694 $ | +64.190 $ | 168.504 $ | +168.504 $ | ||||
| TARGET CORP | TGT | 200.583 $ | +200.583 $ | ||||||
| Amcor plc | AMCR | 144.982 $ | -12.535 $ | 157.517 $ | +21.533 $ | 135.984 $ | +135.984 $ | ||
| FS Credit Opportunities Corp. | FSCO | 100.819 $ | -9.762 $ | 110.581 $ | -5.601 $ | 116.182 $ | +116.182 $ | ||
| Lloyds Banking Group plc | LYG | 48.074 $ | +48.074 $ | ||||||
| 654.252.260 $ | +230.126.818 $ | 424.353.652 $ | +53.967.329 $ | 370.679.991 $ | +48.287.815 $ | 322.869.121 $ | +322.869.121 $ | ||
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