| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 153.933.011 $ | +10.041.684 $ | 143.891.327 $ | +18.217.692 $ | 126.489.353 $ | +35.126.488 $ | 91.889.721 $ | +91.889.721 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 69.386.904 $ | +3.809.373 $ | 65.577.531 $ | +7.047.303 $ | 58.530.228 $ | +21.063.282 $ | 37.466.946 $ | +37.466.946 $ |
| MICROSOFT CORP | MSFT | 6.631.599 $ | -772.783 $ | 7.404.382 $ | +4.522 $ | 7.399.860 $ | +1.205.632 $ | 6.194.228 $ | +6.194.228 $ |
| APPFOLIO INC | APPF | 6.844.125 $ | +361.963 $ | 6.482.162 $ | +1.547.376 $ | 4.934.786 $ | +137.848 $ | 4.796.938 $ | +4.796.938 $ |
| Palo Alto Networks Inc | PANW | 5.645.117 $ | -272.665 $ | 5.917.782 $ | +55.668 $ | 5.862.114 $ | +1.544.432 $ | 4.317.682 $ | +4.317.682 $ |
| NVIDIA CORP | NVDA | 5.380.160 $ | +271.593 $ | 5.108.567 $ | +846.162 $ | 4.262.405 $ | +1.641.673 $ | 2.620.732 $ | +2.620.732 $ |
| BlackRock, Inc. | BLK | 5.193.496 $ | +1.277.211 $ | 3.916.285 $ | +983.769 $ | 2.932.516 $ | +2.932.516 $ | ||
| ALPHA PRO TECH LTD | APT | 5.090.623 $ | +1.095.665 $ | 3.994.958 $ | +1.303.110 $ | 2.691.848 $ | +740.365 $ | 1.951.483 $ | +1.951.483 $ |
| PALATIN TECHNOLOGIES INC | PTNT | 4.808.308 $ | -140.136 $ | 4.948.444 $ | +1.100.617 $ | 3.847.827 $ | +247.266 $ | 3.600.561 $ | +3.600.561 $ |
| ELI LILLY & Co | LLY | 3.945.875 $ | +1.366.834 $ | 2.579.041 $ | +458.864 $ | 2.120.177 $ | -316.520 $ | 2.436.697 $ | +2.436.697 $ |
| AMAZON COM INC | AMZN | 3.603.076 $ | +511.082 $ | 3.091.994 $ | +503.102 $ | 2.588.892 $ | +488.534 $ | 2.100.358 $ | +2.100.358 $ |
| JPMORGAN CHASE & CO | JPM | 3.224.128 $ | +246.970 $ | 2.977.158 $ | +548.501 $ | 2.428.657 $ | +806.120 $ | 1.622.537 $ | +1.622.537 $ |
| CITIGROUP INC | C | 3.078.514 $ | +443.372 $ | 2.635.142 $ | +752.374 $ | 1.882.768 $ | +694.499 $ | 1.188.269 $ | +1.188.269 $ |
| MCKESSON CORP | MCK | 2.906.059 $ | +173.801 $ | 2.732.258 $ | +174.654 $ | 2.557.604 $ | +70.047 $ | 2.487.557 $ | +2.487.557 $ |
| MORGAN STANLEY | MS | 2.568.948 $ | +602.550 $ | 1.966.398 $ | +676.462 $ | 1.289.936 $ | +1.289.936 $ | ||
| Eaton Corp plc | ETN | 2.017.111 $ | -180.383 $ | 2.197.494 $ | -230.447 $ | 2.427.941 $ | +432.415 $ | 1.995.526 $ | +1.995.526 $ |
| EQUINIX INC | EQIX | 2.205.008 $ | -97.718 $ | 2.302.726 $ | +217.799 $ | 2.084.927 $ | -48.029 $ | 2.132.956 $ | +2.132.956 $ |
| CATERPILLAR INC | CAT | 2.073.789 $ | -71.000 $ | 2.144.789 $ | +326.628 $ | 1.818.161 $ | +282.612 $ | 1.535.549 $ | +1.535.549 $ |
| MCDONALDS CORP | MCD | 1.942.628 $ | +181.889 $ | 1.760.739 $ | +313.790 $ | 1.446.949 $ | +3.175 $ | 1.443.774 $ | +1.443.774 $ |
| Duke Energy CORP | DUK | 1.790.103 $ | +81.319 $ | 1.708.784 $ | +292.762 $ | 1.416.022 $ | +282.604 $ | 1.133.418 $ | +1.133.418 $ |
| STRYKER CORP | SYK | 1.706.288 $ | +177.593 $ | 1.528.695 $ | -8.814 $ | 1.537.509 $ | +412.112 $ | 1.125.397 $ | +1.125.397 $ |
| PROCTER & GAMBLE Co | PG | 1.237.008 $ | +13.353 $ | 1.223.655 $ | -45.475 $ | 1.269.130 $ | -387.896 $ | 1.657.026 $ | +1.657.026 $ |
| Walmart Inc. | WMT | 1.641.929 $ | +156.406 $ | 1.485.523 $ | +195.784 $ | 1.289.739 $ | +149.506 $ | 1.140.233 $ | +1.140.233 $ |
| NEXTERA ENERGY INC | NEE | 1.613.371 $ | +131.969 $ | 1.481.402 $ | +216.022 $ | 1.265.380 $ | +239.213 $ | 1.026.167 $ | +1.026.167 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.518.417 $ | +160.428 $ | 1.357.989 $ | +291.812 $ | 1.066.177 $ | +152.177 $ | 914.000 $ | +914.000 $ |
| Eaton Vance Municipal Income Trust | EVN | 699.302 $ | +311.842 $ | 387.460 $ | -332.281 $ | 719.741 $ | -343.725 $ | 1.063.466 $ | +1.063.466 $ |
| EXXON MOBIL CORP | XOM | 996.012 $ | +73.007 $ | 923.005 $ | +193.205 $ | 729.800 $ | +75.685 $ | 654.115 $ | +654.115 $ |
| COCA COLA CO | KO | 964.467 $ | +82.648 $ | 881.819 $ | -73.033 $ | 954.852 $ | +25.515 $ | 929.337 $ | +929.337 $ |
| HDFC BANK LTD | HDB | 857.817 $ | +100.384 $ | 757.433 $ | +243.131 $ | 514.302 $ | +514.302 $ | ||
| Zoetis Inc. | ZTS | 411.306 $ | -227.966 $ | 639.272 $ | -42.074 $ | 681.346 $ | -120.500 $ | 801.846 $ | +801.846 $ |
| Shell plc | SHEL | 724.953 $ | +61.728 $ | 663.225 $ | +42.773 $ | 620.452 $ | +56.783 $ | 563.669 $ | +563.669 $ |
| Public Storage | PSA | 669.129 $ | -9.452 $ | 678.581 $ | +68.855 $ | 609.726 $ | +609.726 $ | ||
| LINDE PLC | LIN | 585.860 $ | -52.634 $ | 638.494 $ | +274.410 $ | 364.084 $ | +364.084 $ | ||
| ENBRIDGE INC | ENB | 567.886 $ | +19.739 $ | 548.147 $ | +110.446 $ | 437.701 $ | -153.306 $ | 591.007 $ | +591.007 $ |
| PEPSICO INC | PEP | 240.267 $ | +8.260 $ | 232.007 $ | -19.133 $ | 251.140 $ | -209.803 $ | 460.943 $ | +460.943 $ |
| CHEVRON CORP | CVX | 257.757 $ | +5.348 $ | 252.409 $ | -30.449 $ | 282.858 $ | -147.981 $ | 430.839 $ | +430.839 $ |
| EPLUS INC | PLUS | 425.345 $ | +80.946 $ | 344.399 $ | -5.286 $ | 349.685 $ | +53.689 $ | 295.996 $ | +295.996 $ |
| Infosys Ltd | INFY | 327.740 $ | +327.740 $ | ||||||
| STARBUCKS CORP | SBUX | 270.728 $ | +270.728 $ | ||||||
| Walt Disney Co | DIS | 258.809 $ | +47.887 $ | 210.922 $ | +210.922 $ | ||||
| BP PLC | BP | 256.128 $ | +256.128 $ | ||||||
| ADVANCED MICRO DEVICES INC | AMD | 229.169 $ | -26.654 $ | 255.823 $ | +255.823 $ | ||||
| EMERSON ELECTRIC CO | EMR | 247.656 $ | +35.407 $ | 212.249 $ | +5.854 $ | 206.395 $ | -10.473 $ | 216.868 $ | +216.868 $ |
| Phillips 66 | PSX | 232.670 $ | +23.741 $ | 208.929 $ | +208.929 $ | ||||
| 153.933.011 $ | +10.041.684 $ | 143.891.327 $ | +18.217.692 $ | 126.489.353 $ | +35.126.488 $ | 91.889.721 $ | +91.889.721 $ | ||
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