| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 280.981.980 $ | -24.740.234 $ | 305.722.214 $ | +22.239.942 $ | 283.482.272 $ | +19.301.690 $ | 264.180.582 $ | +264.180.582 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 145.814.203 $ | -17.382.016 $ | 163.196.219 $ | +12.336.110 $ | 150.860.109 $ | +18.594.156 $ | 132.265.953 $ | +132.265.953 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 68.397.918 $ | -275.451 $ | 68.673.369 $ | +2.186.856 $ | 66.486.513 $ | -6.185.116 $ | 72.671.629 $ | +72.671.629 $ |
| ORACLE CORP | ORCL | 17.437.623 $ | -7.911.663 $ | 25.349.286 $ | +5.598.033 $ | 19.751.253 $ | +7.090.865 $ | 12.660.388 $ | +12.660.388 $ |
| ALPHA PRO TECH LTD | APT | 16.698.645 $ | +3.458.990 $ | 13.239.655 $ | +3.604.228 $ | 9.635.427 $ | +696.749 $ | 8.938.678 $ | +8.938.678 $ |
| BROWN & BROWN, INC. | BRO | 8.578.828 $ | -1.606.766 $ | 10.185.594 $ | -1.867.971 $ | 12.053.565 $ | -477.660 $ | 12.531.225 $ | +12.531.225 $ |
| Zoetis Inc. | ZTS | 5.355.277 $ | -919.364 $ | 6.274.641 $ | -412.963 $ | 6.687.604 $ | +80.620 $ | 6.606.984 $ | +6.606.984 $ |
| PEPSICO INC | PEP | 5.515.008 $ | +150.621 $ | 5.364.387 $ | +320.855 $ | 5.043.532 $ | -65.699 $ | 5.109.231 $ | +5.109.231 $ |
| UNITEDHEALTH GROUP INC | UNH | 3.530.196 $ | -215.964 $ | 3.746.160 $ | +361.597 $ | 3.384.563 $ | -1.172.017 $ | 4.556.580 $ | +4.556.580 $ |
| EQUITABLE TRUST CO | 1.150.953 $ | -120.223 $ | 1.271.176 $ | -354.909 $ | 1.626.085 $ | +104.386 $ | 1.521.699 $ | +1.521.699 $ | |
| Bank of New York Mellon Corp | BK | 1.015.671 $ | +56.823 $ | 958.848 $ | +157.080 $ | 801.768 $ | +103.224 $ | 698.544 $ | +698.544 $ |
| Liberty Media Corp | FWONA | 795.801 $ | -93.251 $ | 889.052 $ | +451 $ | 888.601 $ | +124.385 $ | 764.216 $ | +764.216 $ |
| AbbVie Inc. | ABBV | 802.228 $ | +38.146 $ | 764.082 $ | +151.536 $ | 612.546 $ | -27.588 $ | 640.134 $ | +640.134 $ |
| YUM BRANDS INC | YUM | 704.814 $ | -3.354 $ | 708.168 $ | +17.797 $ | 690.371 $ | -98.023 $ | 788.394 $ | +788.394 $ |
| EXXON MOBIL CORP | XOM | 669.933 $ | +42.254 $ | 627.679 $ | -117.974 $ | 745.653 $ | -5.741 $ | 751.394 $ | +751.394 $ |
| MICROSOFT CORP | MSFT | 601.623 $ | -114.184 $ | 715.807 $ | +28.386 $ | 687.421 $ | +146.838 $ | 540.583 $ | +540.583 $ |
| Aon plc | AON | 670.472 $ | -7.030 $ | 677.502 $ | -342 $ | 677.844 $ | +25.251 $ | 652.593 $ | +652.593 $ |
| Fisher Asset Management, LLC | 544.772 $ | +5.919 $ | 538.853 $ | +9.201 $ | 529.652 $ | +74.366 $ | 455.286 $ | +455.286 $ | |
| JOHNSON & JOHNSON | JNJ | 536.207 $ | +70.432 $ | 465.775 $ | +82.067 $ | 383.708 $ | -6.531 $ | 390.239 $ | +390.239 $ |
| SCHWAB CHARLES CORP | SCHW | 484.064 $ | +795 $ | 483.269 $ | +11.923 $ | 471.346 $ | +57.136 $ | 414.210 $ | +414.210 $ |
| APPFOLIO INC | APPF | 464.609 $ | -6.457 $ | 471.066 $ | +101.350 $ | 369.716 $ | -8.956 $ | 378.672 $ | +378.672 $ |
| JPMORGAN CHASE & CO | JPM | 359.598 $ | +7.578 $ | 352.020 $ | -511 $ | 352.531 $ | +32.375 $ | 320.156 $ | +320.156 $ |
| ELI LILLY & Co | LLY | 313.807 $ | +91.011 $ | 222.796 $ | -4.827 $ | 227.623 $ | -28.546 $ | 256.169 $ | +256.169 $ |
| Mastercard Inc | MA | 285.440 $ | +1.035 $ | 284.405 $ | +3.435 $ | 280.970 $ | +13.345 $ | 267.625 $ | +267.625 $ |
| NBC SECURITIES, INC. | 254.290 $ | -8.115 $ | 262.405 $ | +28.534 $ | 233.871 $ | +233.871 $ | |||
| 280.981.980 $ | -24.740.234 $ | 305.722.214 $ | +22.239.942 $ | 283.482.272 $ | +19.301.690 $ | 264.180.582 $ | +264.180.582 $ | ||
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