| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 314.053.754 $ | +25.094.029 $ | 288.959.725 $ | +24.598.359 $ | 264.781.180 $ | +21.699.255 $ | 243.297.473 $ | +243.297.473 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 205.882.797 $ | +18.558.626 $ | 187.324.171 $ | +10.754.116 $ | 176.570.055 $ | +16.525.671 $ | 160.044.384 $ | +160.044.384 $ |
| APPFOLIO INC | APPF | 18.368.867 $ | +2.169.071 $ | 16.199.796 $ | +3.036.188 $ | 13.163.608 $ | -982.311 $ | 14.145.919 $ | +14.145.919 $ |
| ALPHA PRO TECH LTD | APT | 16.071.619 $ | +3.554.256 $ | 12.517.363 $ | +3.498.821 $ | 9.018.542 $ | +1.172.778 $ | 7.845.764 $ | +7.845.764 $ |
| MICROSOFT CORP | MSFT | 11.238.504 $ | -868.508 $ | 12.107.012 $ | +422.104 $ | 11.684.908 $ | +2.913.938 $ | 8.770.970 $ | +8.770.970 $ |
| AMAZON COM INC | AMZN | 8.915.423 $ | +438.923 $ | 8.476.500 $ | +156.792 $ | 8.319.708 $ | +1.211.785 $ | 7.107.923 $ | +7.107.923 $ |
| JPMORGAN CHASE & CO | JPM | 8.893.060 $ | +124.513 $ | 8.768.547 $ | +427.160 $ | 8.341.387 $ | +1.297.637 $ | 7.043.750 $ | +7.043.750 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 6.138.362 $ | -13.667 $ | 6.152.029 $ | +280.041 $ | 5.871.988 $ | -379.436 $ | 6.251.424 $ | +6.251.424 $ |
| UNITEDHEALTH GROUP INC | UNH | 2.703.873 $ | -175.868 $ | 2.879.741 $ | +257.756 $ | 2.621.985 $ | -1.811.283 $ | 4.433.268 $ | +4.433.268 $ |
| ORACLE CORP | ORCL | 2.939.243 $ | -1.301.856 $ | 4.241.099 $ | +725.529 $ | 3.515.570 $ | +1.267.425 $ | 2.248.145 $ | +2.248.145 $ |
| CATERPILLAR INC | CAT | 3.844.046 $ | +594.653 $ | 3.249.393 $ | +713.283 $ | 2.536.110 $ | +412.151 $ | 2.123.959 $ | +2.123.959 $ |
| Walmart Inc. | WMT | 3.316.900 $ | -15.237 $ | 3.332.137 $ | +183.679 $ | 3.148.458 $ | +407.917 $ | 2.740.541 $ | +2.740.541 $ |
| ELI LILLY & Co | LLY | 2.918.891 $ | +931.253 $ | 1.987.638 $ | +919.682 $ | 1.067.956 $ | +98.338 $ | 969.618 $ | +969.618 $ |
| AbbVie Inc. | ABBV | 2.705.110 $ | -19.945 $ | 2.725.055 $ | +578.021 $ | 2.147.034 $ | -251.653 $ | 2.398.687 $ | +2.398.687 $ |
| MORGAN STANLEY | MS | 2.463.431 $ | +218.098 $ | 2.245.333 $ | +256.448 $ | 1.988.885 $ | +424.097 $ | 1.564.788 $ | +1.564.788 $ |
| CHEVRON CORP | CVX | 2.067.168 $ | -75.798 $ | 2.142.966 $ | +211.696 $ | 1.931.270 $ | -332.421 $ | 2.263.691 $ | +2.263.691 $ |
| 3M CO | MMM | 1.999.743 $ | +494.506 $ | 1.505.237 $ | +1.020.454 $ | 484.783 $ | +484.783 $ | ||
| PEPSICO INC | PEP | 1.638.153 $ | -4.168 $ | 1.642.321 $ | +99.627 $ | 1.542.694 $ | -381.140 $ | 1.923.834 $ | +1.923.834 $ |
| LOCKHEED MARTIN CORP | LMT | 1.581.744 $ | -50.749 $ | 1.632.493 $ | +160.627 $ | 1.471.866 $ | -243.720 $ | 1.715.586 $ | +1.715.586 $ |
| Mastercard Inc | MA | 1.707.272 $ | +63.084 $ | 1.644.188 $ | +74.941 $ | 1.569.247 $ | +41.371 $ | 1.527.876 $ | +1.527.876 $ |
| JOHNSON & JOHNSON | JNJ | 1.650.725 $ | +208.895 $ | 1.441.830 $ | +290.318 $ | 1.151.512 $ | -97.263 $ | 1.248.775 $ | +1.248.775 $ |
| PROCTER & GAMBLE Co | PG | 1.348.384 $ | -97.219 $ | 1.445.603 $ | +99.668 $ | 1.345.935 $ | -180.521 $ | 1.526.456 $ | +1.526.456 $ |
| STARBUCKS CORP | SBUX | 635.362 $ | -260.690 $ | 896.052 $ | +896.052 $ | ||||
| KLA CORP | KLAC | 880.933 $ | +98.948 $ | 781.985 $ | +132.573 $ | 649.412 $ | +156.557 $ | 492.855 $ | +492.855 $ |
| NEXTERA ENERGY INC | NEE | 730.548 $ | +43.589 $ | 686.959 $ | +55.237 $ | 631.722 $ | -13.377 $ | 645.099 $ | +645.099 $ |
| AMGEN INC | AMGN | 514.204 $ | +70.868 $ | 443.336 $ | -183.770 $ | 627.106 $ | -72.635 $ | 699.741 $ | +699.741 $ |
| GROUP 1 AUTOMOTIVE INC | GPI | 511.683 $ | -57.518 $ | 569.201 $ | +1.041 $ | 568.160 $ | +71.243 $ | 496.917 $ | +496.917 $ |
| COCA COLA CO | KO | 534.713 $ | +27.458 $ | 507.255 $ | -33.883 $ | 541.138 $ | +11.484 $ | 529.654 $ | +529.654 $ |
| MANHATTAN ASSOCIATES INC | MANH | 426.863 $ | -78.003 $ | 504.866 $ | +18.497 $ | 486.369 $ | +60.171 $ | 426.198 $ | +426.198 $ |
| ISHARES GOLD TRUST | IAU | 414.129 $ | +63.814 $ | 350.315 $ | +36.083 $ | 314.232 $ | +17.133 $ | 297.099 $ | +297.099 $ |
| CIENA CORP | CIEN | 408.337 $ | +153.997 $ | 254.340 $ | +254.340 $ | ||||
| UBS Group AG | UBS | 406.602 $ | +46.622 $ | 359.980 $ | +63.040 $ | 296.940 $ | +28.009 $ | 268.931 $ | +268.931 $ |
| NVIDIA CORP | NVDA | 279.638 $ | -56.094 $ | 335.732 $ | +51.445 $ | 284.287 $ | +61.739 $ | 222.548 $ | +222.548 $ |
| AMERICAN EXPRESS CO | AXP | 322.966 $ | +32.990 $ | 289.976 $ | +37.025 $ | 252.951 $ | +41.478 $ | 211.473 $ | +211.473 $ |
| EXXON MOBIL CORP | XOM | 229.823 $ | +14.495 $ | 215.328 $ | -220 $ | 215.548 $ | +215.548 $ | ||
| 314.053.754 $ | +25.094.029 $ | 288.959.725 $ | +24.598.359 $ | 264.781.180 $ | +21.699.255 $ | 243.297.473 $ | +243.297.473 $ | ||
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