| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 216.923.683 $ | +1.341.230 $ | 215.934.418 $ | -2.882.388 $ | 219.173.956 $ | +56.535.858 $ | 163.934.664 $ | +163.934.664 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 120.861.004 $ | -2.700.316 $ | 123.561.320 $ | -3.965.273 $ | 127.526.593 $ | +4.708.072 $ | 122.818.521 $ | +122.818.521 $ |
| MORGAN STANLEY | MS | 72.166.447 $ | +2.394.451 $ | 69.771.996 $ | -1.359.702 $ | 71.131.698 $ | +38.857.684 $ | 32.274.014 $ | +32.274.014 $ |
| GOLDMAN SACHS GROUP INC | GS | 14.280.935 $ | +1.029.433 $ | 13.251.502 $ | +943.792 $ | 12.307.710 $ | +10.792.696 $ | 1.515.014 $ | +1.515.014 $ |
| MICROSOFT CORP | MSFT | 1.881.765 $ | -133.578 $ | 2.015.343 $ | -8.121 $ | 2.023.464 $ | +436.315 $ | 1.587.149 $ | +1.587.149 $ |
| RAYMOND JAMES FINANCIAL INC | RJF | 1.836.320 $ | +234.038 $ | 1.602.282 $ | +642.799 $ | 959.483 $ | +193.866 $ | 765.617 $ | +765.617 $ |
| ALPHA PRO TECH LTD | APT | 1.474.942 $ | +330.193 $ | 1.144.749 $ | +265.604 $ | 879.145 $ | +85.809 $ | 793.336 $ | +793.336 $ |
| UNITED PARCEL SERVICE INC | UPS | 1.065.583 $ | +1.065.583 $ | ||||||
| CATERPILLAR INC | CAT | 881.647 $ | +148.745 $ | 732.902 $ | +140.494 $ | 592.408 $ | +89.133 $ | 503.275 $ | +503.275 $ |
| PROCTER & GAMBLE Co | PG | 710.732 $ | -57.426 $ | 768.158 $ | -31.055 $ | 799.213 $ | -61.476 $ | 860.689 $ | +860.689 $ |
| APPFOLIO INC | APPF | 761.507 $ | +129.770 $ | 631.737 $ | +125.788 $ | 505.949 $ | -345.253 $ | 851.202 $ | +851.202 $ |
| BlackRock, Inc. | BLK | 434.712 $ | +65.066 $ | 369.646 $ | +37.635 $ | 332.011 $ | +332.011 $ | ||
| NVIDIA CORP | NVDA | 297.654 $ | -67.856 $ | 365.510 $ | +60.747 $ | 304.763 $ | +100.033 $ | 204.730 $ | +204.730 $ |
| COMMONWEALTH EQUITY SERVICES, LLC | 357.150 $ | +357.150 $ | |||||||
| BOEING CO | BA | 231.689 $ | -90.730 $ | 322.419 $ | +46.243 $ | 276.176 $ | +276.176 $ | ||
| SPS COMMERCE INC | SPSC | 307.140 $ | +31.651 $ | 275.489 $ | +39.246 $ | 236.243 $ | +236.243 $ | ||
| RTX Corp | RTX | 301.430 $ | +8.963 $ | 292.467 $ | +43.685 $ | 248.782 $ | +248.782 $ | ||
| AMAZON COM INC | AMZN | 258.057 $ | +12.578 $ | 245.479 $ | -26.126 $ | 271.605 $ | +36.063 $ | 235.542 $ | +235.542 $ |
| CSX CORP | CSX | 237.702 $ | +6.248 $ | 231.454 $ | +18.772 $ | 212.682 $ | +212.682 $ | ||
| AbbVie Inc. | ABBV | 230.983 $ | +230.983 $ | ||||||
| BERKSHIRE HATHAWAY INC | BRK-B | 216.178 $ | +7.297 $ | 208.881 $ | -20.128 $ | 229.009 $ | +229.009 $ | ||
| QuantumScape Corp | QS | 135.787 $ | +135.787 $ | ||||||
| 216.923.683 $ | +1.341.230 $ | 215.934.418 $ | -2.882.388 $ | 219.173.956 $ | +56.535.858 $ | 163.934.664 $ | +163.934.664 $ | ||
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