| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 349.105.502 $ | +5.678.067 $ | 343.941.450 $ | -43.300.377 $ | 387.241.827 $ | +32.763.437 $ | 354.478.390 $ | +354.478.390 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 315.442.736 $ | +4.704.695 $ | 310.738.041 $ | -46.665.019 $ | 357.403.060 $ | +30.627.886 $ | 326.775.174 $ | +326.775.174 $ |
| APPFOLIO INC | APPF | 6.408.012 $ | +355.966 $ | 6.052.046 $ | +1.019.636 $ | 5.032.410 $ | -206.748 $ | 5.239.158 $ | +5.239.158 $ |
| BlackRock, Inc. | BLK | 3.501.873 $ | -450.285 $ | 3.952.158 $ | +96.207 $ | 3.855.951 $ | +359.420 $ | 3.496.531 $ | +3.496.531 $ |
| MICROSOFT CORP | MSFT | 3.451.849 $ | -266.602 $ | 3.718.451 $ | +264.585 $ | 3.453.866 $ | +952.583 $ | 2.501.283 $ | +2.501.283 $ |
| CATERPILLAR INC | CAT | 2.946.843 $ | +448.963 $ | 2.497.880 $ | +464.824 $ | 2.033.056 $ | +303.915 $ | 1.729.141 $ | +1.729.141 $ |
| AbbVie Inc. | ABBV | 2.184.285 $ | -75.804 $ | 2.260.089 $ | +448.967 $ | 1.811.122 $ | -123.293 $ | 1.934.415 $ | +1.934.415 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.825.615 $ | +12.242 $ | 1.813.373 $ | +61.210 $ | 1.752.163 $ | -171.505 $ | 1.923.668 $ | +1.923.668 $ |
| EXXON MOBIL CORP | XOM | 1.619.115 $ | +101.218 $ | 1.517.897 $ | +65.885 $ | 1.452.012 $ | -174.772 $ | 1.626.784 $ | +1.626.784 $ |
| JPMORGAN CHASE & CO | JPM | 1.624.311 $ | +56.308 $ | 1.568.003 $ | +126.860 $ | 1.441.143 $ | +344.407 $ | 1.096.736 $ | +1.096.736 $ |
| MCDONALDS CORP | MCD | 1.086.209 $ | +21.378 $ | 1.064.831 $ | +40.775 $ | 1.024.056 $ | -70.488 $ | 1.094.544 $ | +1.094.544 $ |
| MCKESSON CORP | MCK | 955.638 $ | +55.629 $ | 900.009 $ | +46.320 $ | 853.689 $ | +69.656 $ | 784.033 $ | +784.033 $ |
| ALPHA PRO TECH LTD | APT | 871.400 $ | +352.638 $ | 518.762 $ | +140.921 $ | 377.841 $ | +46.165 $ | 331.676 $ | +331.676 $ |
| UNITED PARCEL SERVICE INC | UPS | 750.244 $ | +119.120 $ | 631.124 $ | -130.629 $ | 761.753 $ | -71.067 $ | 832.820 $ | +832.820 $ |
| CHEVRON CORP | CVX | 710.231 $ | -8.296 $ | 718.527 $ | +47.968 $ | 670.559 $ | -117.544 $ | 788.103 $ | +788.103 $ |
| GENERAL ELECTRIC CO | GE | 699.228 $ | +11.854 $ | 687.374 $ | +119.314 $ | 568.060 $ | +126.929 $ | 441.131 $ | +441.131 $ |
| CITIGROUP INC | C | 631.237 $ | -1.102 $ | 632.339 $ | +5.511 $ | 626.828 $ | +1.102 $ | 625.726 $ | +625.726 $ |
| NVIDIA CORP | NVDA | 629.065 $ | +122.873 $ | 506.192 $ | +125.752 $ | 380.440 $ | +152.300 $ | 228.140 $ | +228.140 $ |
| SPS COMMERCE INC | SPSC | 569.497 $ | +80.370 $ | 489.127 $ | +69.681 $ | 419.446 $ | +22.965 $ | 396.481 $ | +396.481 $ |
| RTX Corp | RTX | 456.740 $ | +24.459 $ | 432.281 $ | +55.052 $ | 377.229 $ | +6.552 $ | 370.677 $ | +370.677 $ |
| NEXTERA ENERGY INC | NEE | 438.157 $ | +27.189 $ | 410.968 $ | +34.137 $ | 376.831 $ | -6.922 $ | 383.753 $ | +383.753 $ |
| VERIZON COMMUNICATIONS INC | VZ | 274.226 $ | -89.199 $ | 363.425 $ | +1.825 $ | 361.600 $ | -16.929 $ | 378.529 $ | +378.529 $ |
| AMAZON COM INC | AMZN | 361.695 $ | +57.151 $ | 304.544 $ | +250 $ | 304.294 $ | +88.920 $ | 215.374 $ | +215.374 $ |
| PROCTER & GAMBLE Co | PG | 257.241 $ | -18.561 $ | 275.802 $ | -11.452 $ | 287.254 $ | -19.672 $ | 306.926 $ | +306.926 $ |
| PFIZER INC | PFE | 288.179 $ | +10.389 $ | 277.790 $ | -24.009 $ | 301.799 $ | +301.799 $ | ||
| Walmart Inc. | WMT | 275.406 $ | +36.101 $ | 239.305 $ | +12.260 $ | 227.045 $ | +23.723 $ | 203.322 $ | +203.322 $ |
| Eaton Corp plc | ETN | 231.238 $ | -40.468 $ | 271.706 $ | +12.531 $ | 259.175 $ | +259.175 $ | ||
| COCA COLA CO | KO | 237.694 $ | +12.206 $ | 225.488 $ | -15.062 $ | 240.550 $ | -2.958 $ | 243.508 $ | +243.508 $ |
| AMERICAN EXPRESS CO | AXP | 241.207 $ | +24.639 $ | 216.568 $ | +8.593 $ | 207.975 $ | +207.975 $ | ||
| PEPSICO INC | PEP | 219.155 $ | +4.703 $ | 214.452 $ | +12.827 $ | 201.625 $ | -27.333 $ | 228.958 $ | +228.958 $ |
| ORACLE CORP | ORCL | 225.836 $ | +225.836 $ | ||||||
| Walt Disney Co | DIS | 205.355 $ | -1.318 $ | 206.673 $ | +3.669 $ | 203.004 $ | +203.004 $ | ||
| Steward Partners Investment Advisory, LLC | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | |
| 349.105.502 $ | +5.678.067 $ | 343.941.450 $ | -43.300.377 $ | 387.241.827 $ | +32.763.437 $ | 354.478.390 $ | +354.478.390 $ | ||
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