| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 620.230.678 $ | +26.634.457 $ | 593.596.221 $ | +254.639.537 $ | 319.376.878 $ | -164.428.898 $ | 504.084.556 $ | +504.084.556 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 534.558.981 $ | +23.661.005 $ | 510.897.976 $ | +236.931.507 $ | 273.966.469 $ | -157.786.627 $ | 431.753.096 $ | +431.753.096 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 22.558.448 $ | -112.095 $ | 22.670.543 $ | +541.297 $ | 22.129.246 $ | -1.684.801 $ | 23.814.047 $ | +23.814.047 $ |
| ISHARES GOLD TRUST | IAU | 11.771.931 $ | +1.325.712 $ | 10.446.219 $ | +1.190.201 $ | 9.256.018 $ | +9.256.018 $ | ||
| BlackRock, Inc. | BLK | 7.874.760 $ | +421.626 $ | 7.453.134 $ | +1.619.868 $ | 5.833.266 $ | -1.008.435 $ | 6.841.701 $ | +6.841.701 $ |
| APPFOLIO INC | APPF | 6.694.373 $ | +377.946 $ | 6.316.427 $ | +932.662 $ | 5.383.765 $ | -233.519 $ | 5.617.284 $ | +5.617.284 $ |
| NVIDIA CORP | NVDA | 5.777.836 $ | -327.126 $ | 6.104.962 $ | +3.114.147 $ | 2.990.815 $ | +2.990.815 $ | ||
| ALPHA PRO TECH LTD | APT | 5.603.884 $ | +1.266.496 $ | 4.337.388 $ | +1.314.128 $ | 3.023.260 $ | +550.289 $ | 2.472.971 $ | +2.472.971 $ |
| AbbVie Inc. | ABBV | 5.423.496 $ | -46.445 $ | 5.469.941 $ | +1.048.093 $ | 4.421.848 $ | -578.878 $ | 5.000.726 $ | +5.000.726 $ |
| MICROSOFT CORP | MSFT | 3.128.528 $ | -301.522 $ | 3.430.050 $ | +2.738.650 $ | 691.400 $ | -1.713.993 $ | 2.405.393 $ | +2.405.393 $ |
| PROCTER & GAMBLE Co | PG | 2.384.902 $ | -186.964 $ | 2.571.866 $ | -293.754 $ | 2.865.620 $ | +2.865.620 $ | ||
| JPMORGAN CHASE & CO | JPM | 1.752.349 $ | -101.605 $ | 1.853.954 $ | +1.849.900 $ | 4.054 $ | -1.706.552 $ | 1.710.606 $ | +1.710.606 $ |
| AMAZON COM INC | AMZN | 1.774.919 $ | +183.186 $ | 1.591.733 $ | +140.380 $ | 1.451.353 $ | +273.642 $ | 1.177.711 $ | +1.177.711 $ |
| Walmart Inc. | WMT | 1.436.891 $ | +61.795 $ | 1.375.096 $ | +1.144.824 $ | 230.272 $ | -732.763 $ | 963.035 $ | +963.035 $ |
| SPS COMMERCE INC | SPSC | 977.697 $ | +101.465 $ | 876.232 $ | +144.944 $ | 731.288 $ | +62.226 $ | 669.062 $ | +669.062 $ |
| LAM RESEARCH CORP | LRCX | 710.270 $ | +148.890 $ | 561.380 $ | +255.675 $ | 305.705 $ | +305.705 $ | ||
| CATERPILLAR INC | CAT | 641.129 $ | +76.989 $ | 564.140 $ | +142.214 $ | 421.926 $ | +421.926 $ | ||
| AMERICAN EXPRESS CO | AXP | 638.534 $ | +43.049 $ | 595.485 $ | +23.647 $ | 571.838 $ | +89.526 $ | 482.312 $ | +482.312 $ |
| BOEING CO | BA | 633.144 $ | +269.992 $ | 363.152 $ | +52.087 $ | 311.065 $ | +95.559 $ | 215.506 $ | +215.506 $ |
| JOHNSON & JOHNSON | JNJ | 474.315 $ | -102.444 $ | 576.759 $ | +59.657 $ | 517.102 $ | +517.102 $ | ||
| EXXON MOBIL CORP | XOM | 532.089 $ | +30.535 $ | 501.554 $ | +21.681 $ | 479.873 $ | +479.873 $ | ||
| COCA COLA CO | KO | 341.438 $ | -116.846 $ | 458.284 $ | +113.067 $ | 345.217 $ | -130.600 $ | 475.817 $ | +475.817 $ |
| CUMMINS INC | CMI | 464.588 $ | +123.139 $ | 341.449 $ | +88.352 $ | 253.097 $ | +253.097 $ | ||
| Phillips 66 | PSX | 385.042 $ | -76.748 $ | 461.790 $ | +47.391 $ | 414.399 $ | +414.399 $ | ||
| ADVANCED MICRO DEVICES INC | AMD | 420.395 $ | +98.430 $ | 321.965 $ | +40.292 $ | 281.673 $ | +75.164 $ | 206.509 $ | +206.509 $ |
| ELI LILLY & Co | LLY | 410.818 $ | +72.314 $ | 338.504 $ | -68.888 $ | 407.392 $ | +407.392 $ | ||
| PALATIN TECHNOLOGIES INC | PTNT | 225.566 $ | -185.243 $ | 410.809 $ | +410.809 $ | ||||
| Mastercard Inc | MA | 394.413 $ | +8.721 $ | 385.692 $ | +17.104 $ | 368.588 $ | +368.588 $ | ||
| SOUTHERN CO | SO | 210.060 $ | -177.796 $ | 387.856 $ | +39.882 $ | 347.974 $ | +347.974 $ | ||
| GOLDMAN SACHS GROUP INC | GS | 345.758 $ | +33.348 $ | 312.410 $ | +98.195 $ | 214.215 $ | +214.215 $ | ||
| ORACLE CORP | ORCL | 218.728 $ | -89.413 $ | 308.141 $ | +308.141 $ | ||||
| PEPSICO INC | PEP | 278.521 $ | -22.377 $ | 300.898 $ | +21.985 $ | 278.913 $ | +278.913 $ | ||
| PRICE T ROWE GROUP INC | TROW | 285.157 $ | -12.223 $ | 297.380 $ | +297.380 $ | ||||
| INTEL CORP | INTC | 246.106 $ | -10.353 $ | 256.459 $ | +256.459 $ | ||||
| MCDONALDS CORP | MCD | 224.462 $ | -226 $ | 224.688 $ | -14.482 $ | 239.170 $ | +239.170 $ | ||
| FS Credit Opportunities Corp. | FSCO | 238.967 $ | +238.967 $ | ||||||
| DEERE & CO | DE | 231.282 $ | +231.282 $ | ||||||
| UNITED PARCEL SERVICE INC | UPS | 228.725 $ | +228.725 $ | ||||||
| PIMCO Dynamic Income Opportunities Fund | PDO | 218.367 $ | -4.418 $ | 222.785 $ | +3.786 $ | 218.999 $ | +218.999 $ | ||
| UNITEDHEALTH GROUP INC | UNH | 201.551 $ | +201.551 $ | ||||||
| CITIGROUP INC | C | 11.222 $ | +2.410 $ | 8.812 $ | +8.812 $ | ||||
| AMGEN INC | AMGN | 5 $ | -229 $ | 234 $ | -630 $ | 864 $ | +864 $ | ||
| Daiwa Securities Group Inc. | DSEEY | 5 $ | -69 $ | 74 $ | +74 $ | ||||
| 620.230.678 $ | +26.634.457 $ | 593.596.221 $ | +254.639.537 $ | 319.376.878 $ | -164.428.898 $ | 504.084.556 $ | +504.084.556 $ | ||
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