| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 279.815.781 $ | +9.426.551 $ | 271.291.703 $ | +29.428.853 $ | 243.299.849 $ | +240.291.143 $ | 3.008.706 $ | +3.008.706 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 224.875.531 $ | +7.813.217 $ | 217.062.314 $ | +19.689.501 $ | 197.372.813 $ | +194.625.859 $ | 2.746.954 $ | +2.746.954 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 16.858.726 $ | +780.251 $ | 16.078.475 $ | +1.578.730 $ | 14.499.745 $ | +14.498.353 $ | 1.392 $ | +1.392 $ |
| NVIDIA CORP | NVDA | 9.289.425 $ | -28.425 $ | 9.317.850 $ | +1.941.288 $ | 7.376.562 $ | +7.332.169 $ | 44.393 $ | +44.393 $ |
| APPFOLIO INC | APPF | 6.442.217 $ | -22.535 $ | 6.464.752 $ | +1.335.168 $ | 5.129.584 $ | +5.086.771 $ | 42.813 $ | +42.813 $ |
| ALPHA PRO TECH LTD | APT | 3.335.285 $ | +741.161 $ | 2.594.124 $ | +1.039.046 $ | 1.555.078 $ | +1.547.053 $ | 8.025 $ | +8.025 $ |
| CITIGROUP INC | C | 2.694.723 $ | +183.697 $ | 2.511.026 $ | +168.660 $ | 2.342.366 $ | +2.293.099 $ | 49.267 $ | +49.267 $ |
| AMAZON COM INC | AMZN | 2.307.371 $ | -97.782 $ | 2.405.153 $ | +131.851 $ | 2.273.302 $ | +2.263.347 $ | 9.955 $ | +9.955 $ |
| MICROSOFT CORP | MSFT | 1.795.843 $ | -109.702 $ | 1.905.545 $ | +300.645 $ | 1.604.900 $ | +1.601.695 $ | 3.205 $ | +3.205 $ |
| Mastercard Inc | MA | 1.259.374 $ | +3.438 $ | 1.255.936 $ | +139.367 $ | 1.116.569 $ | +1.114.708 $ | 1.861 $ | +1.861 $ |
| CHEVRON CORP | CVX | 1.258.290 $ | -484 $ | 1.258.774 $ | +98.082 $ | 1.160.692 $ | +1.160.692 $ | ||
| MORGAN STANLEY | MS | 992.729 $ | -153.901 $ | 1.146.630 $ | +161.945 $ | 984.685 $ | +970.776 $ | 13.909 $ | +13.909 $ |
| PEPSICO INC | PEP | 941.144 $ | +1.238 $ | 939.906 $ | +60.179 $ | 879.727 $ | +873.223 $ | 6.504 $ | +6.504 $ |
| AVISTA CORP | AVA | 752.444 $ | +736.140 $ | 16.304 $ | +16.304 $ | ||||
| NEXTERA ENERGY INC | NEE | 750.001 $ | +58.866 $ | 691.135 $ | +179.557 $ | 511.578 $ | +511.578 $ | ||
| REALTY INCOME CORP | O | 736.869 $ | +23.438 $ | 713.431 $ | +29.082 $ | 684.349 $ | +673.098 $ | 11.251 $ | +11.251 $ |
| ELI LILLY & Co | LLY | 510.671 $ | +81.414 $ | 429.257 $ | -160.670 $ | 589.927 $ | +589.177 $ | 750 $ | +750 $ |
| SEMPRA | SRE | 553.225 $ | -10.590 $ | 563.815 $ | +86.691 $ | 477.124 $ | +477.124 $ | ||
| FISERV INC | FISV | 335.129 $ | -225.751 $ | 560.880 $ | +560.880 $ | ||||
| Phillips 66 | PSX | 469.027 $ | -70.911 $ | 539.938 $ | +11.517 $ | 528.421 $ | +524.034 $ | 4.387 $ | +4.387 $ |
| EXXON MOBIL CORP | XOM | 510.164 $ | +32.177 $ | 477.987 $ | +222.247 $ | 255.740 $ | +253.818 $ | 1.922 $ | +1.922 $ |
| Amcor plc | AMCR | 487.898 $ | +217.745 $ | 270.153 $ | +270.153 $ | ||||
| Walmart Inc. | WMT | 481.426 $ | +36.082 $ | 445.344 $ | +66.817 $ | 378.527 $ | +375.017 $ | 3.510 $ | +3.510 $ |
| JPMORGAN CHASE & CO | JPM | 478.795 $ | +10.089 $ | 468.706 $ | +156.204 $ | 312.502 $ | +312.502 $ | ||
| LOCKHEED MARTIN CORP | LMT | 439.057 $ | -33.077 $ | 472.134 $ | +24.388 $ | 447.746 $ | +446.865 $ | 881 $ | +881 $ |
| ENBRIDGE INC | ENB | 404.307 $ | -49.501 $ | 453.808 $ | +37.382 $ | 416.426 $ | +408.388 $ | 8.038 $ | +8.038 $ |
| KROGER CO | KR | 426.929 $ | +421.084 $ | 5.845 $ | +5.845 $ | ||||
| Medtronic plc | MDT | 212.123 $ | -207.622 $ | 419.745 $ | +410.181 $ | 9.564 $ | +9.564 $ | ||
| MICRON TECHNOLOGY INC | MU | 394.722 $ | +71.794 $ | 322.928 $ | +322.928 $ | ||||
| NETFLIX INC | NFLX | 249.252 $ | -53.883 $ | 303.135 $ | +303.135 $ | ||||
| PROCTER & GAMBLE Co | PG | 235.207 $ | -66.353 $ | 301.560 $ | +299.869 $ | 1.691 $ | +1.691 $ | ||
| INTEL CORP | INTC | 278.595 $ | +278.595 $ | ||||||
| Grayscale Bitcoin Mini Trust ETF | BTC | 210.769 $ | -64.759 $ | 275.528 $ | +275.528 $ | ||||
| VERIZON COMMUNICATIONS INC | VZ | 257.626 $ | +241.341 $ | 16.285 $ | +16.285 $ | ||||
| PALATIN TECHNOLOGIES INC | PTNT | 236.963 $ | -6.226 $ | 243.189 $ | +243.189 $ | ||||
| JABIL INC | JBL | 242.145 $ | -1.037 $ | 243.182 $ | +243.182 $ | ||||
| RTX Corp | RTX | 238.253 $ | +20.876 $ | 217.377 $ | +217.377 $ | ||||
| ISHARES GOLD TRUST | IAU | 212.998 $ | +212.998 $ | ||||||
| 279.815.781 $ | +9.426.551 $ | 271.291.703 $ | +29.428.853 $ | 243.299.849 $ | +240.291.143 $ | 3.008.706 $ | +3.008.706 $ | ||
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