| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 262.304.066 $ | -1.208.883 $ | 263.512.949 $ | +17.259.745 $ | 246.253.204 $ | +13.467.427 $ | 232.785.777 $ | +232.785.777 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 241.001.612 $ | -3.608.618 $ | 244.610.230 $ | +9.477.434 $ | 235.132.796 $ | +12.787.301 $ | 222.345.495 $ | +222.345.495 $ |
| GOLDMAN SACHS GROUP INC | GS | 7.833.341 $ | +860.852 $ | 6.972.489 $ | +3.001.185 $ | 3.971.304 $ | +7.546 $ | 3.963.758 $ | +3.963.758 $ |
| RAYMOND JAMES FINANCIAL INC | RJF | 3.027.905 $ | +210.668 $ | 2.817.237 $ | +2.817.237 $ | ||||
| BlackRock, Inc. | BLK | 2.877.755 $ | +1.110.866 $ | 1.766.889 $ | +990.511 $ | 776.378 $ | +11.045 $ | 765.333 $ | +765.333 $ |
| APPFOLIO INC | APPF | 2.247.738 $ | +142.457 $ | 2.105.281 $ | +408.935 $ | 1.696.346 $ | -60.604 $ | 1.756.950 $ | +1.756.950 $ |
| ALPHA PRO TECH LTD | APT | 1.168.886 $ | +261.472 $ | 907.414 $ | +248.028 $ | 659.386 $ | +253.139 $ | 406.247 $ | +406.247 $ |
| MICROSOFT CORP | MSFT | 868.098 $ | -267.766 $ | 1.135.864 $ | +45.044 $ | 1.090.820 $ | +224.015 $ | 866.805 $ | +866.805 $ |
| PROCTER & GAMBLE Co | PG | 474.786 $ | -43.475 $ | 518.261 $ | -19.125 $ | 537.386 $ | -10.963 $ | 548.349 $ | +548.349 $ |
| EXXON MOBIL CORP | XOM | 461.124 $ | +7.549 $ | 453.575 $ | +19.913 $ | 433.662 $ | +2.513 $ | 431.149 $ | +431.149 $ |
| CINTAS CORP | CTAS | 379.901 $ | -34.724 $ | 414.625 $ | -35.572 $ | 450.197 $ | +22.603 $ | 427.594 $ | +427.594 $ |
| JOHNSON & JOHNSON | JNJ | 348.090 $ | +36.214 $ | 311.876 $ | +52.965 $ | 258.911 $ | -11.023 $ | 269.934 $ | +269.934 $ |
| MORGAN STANLEY | MS | 323.105 $ | +33.798 $ | 289.307 $ | +18.856 $ | 270.451 $ | +270.451 $ | ||
| ELI LILLY & Co | LLY | 322.404 $ | +93.504 $ | 228.900 $ | -4.959 $ | 233.859 $ | -35.826 $ | 269.685 $ | +269.685 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 262.886 $ | +958 $ | 261.928 $ | +8.842 $ | 253.086 $ | -24.737 $ | 277.823 $ | +277.823 $ |
| JPMORGAN CHASE & CO | JPM | 271.954 $ | +5.731 $ | 266.223 $ | +18.640 $ | 247.583 $ | +38.678 $ | 208.905 $ | +208.905 $ |
| SHERWIN WILLIAMS CO | SHW | 227.469 $ | -15.606 $ | 243.075 $ | +2.036 $ | 241.039 $ | -6.711 $ | 247.750 $ | +247.750 $ |
| AbbVie Inc. | ABBV | 207.012 $ | -2.763 $ | 209.775 $ | +209.775 $ | ||||
| 262.304.066 $ | -1.208.883 $ | 263.512.949 $ | +17.259.745 $ | 246.253.204 $ | +13.467.427 $ | 232.785.777 $ | +232.785.777 $ | ||
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