| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 463.350.449 $ | +19.116.079 $ | 444.448.304 $ | +42.243.814 $ | 402.204.490 $ | +44.433.792 $ | 357.910.111 $ | +357.910.111 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 359.768.551 $ | +13.353.520 $ | 346.415.031 $ | +29.827.063 $ | 316.587.968 $ | +25.504.151 $ | 291.083.817 $ | +291.083.817 $ |
| BlackRock, Inc. | BLK | 76.466.363 $ | +5.374.128 $ | 71.092.235 $ | +9.849.727 $ | 61.242.508 $ | +16.684.744 $ | 44.557.764 $ | +44.557.764 $ |
| ISHARES GOLD TRUST | IAU | 8.586.731 $ | +1.081.670 $ | 7.505.061 $ | +909.431 $ | 6.595.630 $ | +4.492 $ | 6.591.138 $ | +6.591.138 $ |
| ALPHA PRO TECH LTD | APT | 2.790.082 $ | +623.089 $ | 2.166.993 $ | +596.079 $ | 1.570.914 $ | +210.082 $ | 1.360.832 $ | +1.360.832 $ |
| EXXON MOBIL CORP | XOM | 2.328.591 $ | +121.597 $ | 2.206.994 $ | +100.009 $ | 2.106.985 $ | -163.864 $ | 2.270.849 $ | +2.270.849 $ |
| iShares Bitcoin Trust ETF | IBIT | 850.604 $ | -1.441.881 $ | 2.292.485 $ | +181.658 $ | 2.110.827 $ | +812.224 $ | 1.298.603 $ | +1.298.603 $ |
| MICROSOFT CORP | MSFT | 1.665.587 $ | -118.233 $ | 1.783.820 $ | +70.740 $ | 1.713.080 $ | +422.489 $ | 1.290.591 $ | +1.290.591 $ |
| APPFOLIO INC | APPF | 1.430.603 $ | +67.752 $ | 1.362.851 $ | +264.724 $ | 1.098.127 $ | -112.322 $ | 1.210.449 $ | +1.210.449 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.315.938 $ | -32.411 $ | 1.348.349 $ | +45.514 $ | 1.302.835 $ | -125.545 $ | 1.428.380 $ | +1.428.380 $ |
| CHEVRON CORP | CVX | 1.189.865 $ | -22.484 $ | 1.212.349 $ | +94.465 $ | 1.117.884 $ | -188.149 $ | 1.306.033 $ | +1.306.033 $ |
| JPMORGAN CHASE & CO | JPM | 1.080.726 $ | +15.519 $ | 1.065.207 $ | +86.181 $ | 979.026 $ | +168.064 $ | 810.962 $ | +810.962 $ |
| NETFLIX INC | NFLX | 737.891 $ | -205.659 $ | 943.550 $ | -110.345 $ | 1.053.895 $ | +319.994 $ | 733.901 $ | +733.901 $ |
| GOLDMAN SACHS GROUP INC | GS | 975.690 $ | +91.741 $ | 883.949 $ | +98.346 $ | 785.603 $ | +179.221 $ | 606.382 $ | +606.382 $ |
| MCDONALDS CORP | MCD | 740.847 $ | -9.154 $ | 750.001 $ | +22.206 $ | 727.795 $ | -43.759 $ | 771.554 $ | +771.554 $ |
| CONOCOPHILLIPS | COP | 510.175 $ | -7.989 $ | 518.164 $ | +26.568 $ | 491.596 $ | -80.763 $ | 572.359 $ | +572.359 $ |
| PEPSICO INC | PEP | 547.227 $ | +8.068 $ | 539.159 $ | +33.769 $ | 505.390 $ | +101.732 $ | 403.658 $ | +403.658 $ |
| JOHNSON & JOHNSON | JNJ | 395.895 $ | +41.187 $ | 354.708 $ | +62.497 $ | 292.211 $ | -22.885 $ | 315.096 $ | +315.096 $ |
| AMERICAN EXPRESS CO | AXP | 340.354 $ | +34.767 $ | 305.587 $ | +12.125 $ | 293.462 $ | +38.941 $ | 254.521 $ | +254.521 $ |
| SPS COMMERCE INC | SPSC | 338.845 $ | +82.551 $ | 256.294 $ | +36.512 $ | 219.782 $ | +12.033 $ | 207.749 $ | +207.749 $ |
| Walt Disney Co | DIS | 293.897 $ | -1.886 $ | 295.783 $ | -24.567 $ | 320.350 $ | +67.060 $ | 253.290 $ | +253.290 $ |
| ELI LILLY & Co | LLY | 289.089 $ | +81.553 $ | 207.536 $ | -4.496 $ | 212.032 $ | -227 $ | 212.259 $ | +212.259 $ |
| SABINE ROYALTY TRUST | SBR | 234.304 $ | -37.177 $ | 271.481 $ | +44.421 $ | 227.060 $ | -3.451 $ | 230.511 $ | +230.511 $ |
| NVIDIA CORP | NVDA | 246.553 $ | -106 $ | 246.659 $ | +37.796 $ | 208.863 $ | +208.863 $ | ||
| SOUTHSIDE BANCSHARES INC | SBSI | 226.041 $ | +15.917 $ | 210.124 $ | -8.776 $ | 218.900 $ | +218.900 $ | ||
| Trane Technologies plc | TT | 213.934 $ | -7.833 $ | 221.767 $ | +221.767 $ | ||||
| Eaton Vance Municipal Income Trust | EVN | 139.413 $ | +139.413 $ | ||||||
| 463.350.449 $ | +19.116.079 $ | 444.448.304 $ | +42.243.814 $ | 402.204.490 $ | +44.433.792 $ | 357.910.111 $ | +357.910.111 $ | ||
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