| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q1 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 127.172.872 $ | +617.877 $ | 126.212.779 $ | +18.190.350 $ | 109.193.986 $ | +109.193.986 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 92.196.907 $ | +69.222 $ | 92.127.685 $ | +11.450.834 $ | 80.676.851 $ | +80.676.851 $ |
| BlackRock, Inc. | BLK | 7.189.250 $ | +129.942 $ | 7.059.308 $ | +1.598.126 $ | 5.461.182 $ | +5.461.182 $ |
| APPFOLIO INC | APPF | 3.225.753 $ | +280.639 $ | 2.945.114 $ | +423.562 $ | 2.521.552 $ | +2.521.552 $ |
| JPMORGAN CHASE & CO | JPM | 2.466.916 $ | -183.011 $ | 2.649.927 $ | +520.232 $ | 2.129.695 $ | +2.129.695 $ |
| MICROSOFT CORP | MSFT | 1.973.126 $ | -97.524 $ | 2.070.650 $ | +646.714 $ | 1.423.936 $ | +1.423.936 $ |
| UNITEDHEALTH GROUP INC | UNH | 1.116.762 $ | -48.971 $ | 1.165.733 $ | -563.690 $ | 1.729.423 $ | +1.729.423 $ |
| SEMPRA | SRE | 1.485.391 $ | -66.134 $ | 1.551.525 $ | +323.419 $ | 1.228.106 $ | +1.228.106 $ |
| TE Connectivity plc | TEL | 1.206.941 $ | -297.937 $ | 1.504.878 $ | +536.129 $ | 968.749 $ | +968.749 $ |
| AMERICAN EXPRESS CO | AXP | 1.277.067 $ | +136.762 $ | 1.140.305 $ | +219.078 $ | 921.227 $ | +921.227 $ |
| ALPHA PRO TECH LTD | APT | 1.237.000 $ | +486.064 $ | 750.936 $ | +327.532 $ | 423.404 $ | +423.404 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.123.925 $ | -9.754 $ | 1.133.679 $ | -55.572 $ | 1.189.251 $ | +1.189.251 $ |
| ORACLE CORP | ORCL | 803.614 $ | -346.095 $ | 1.149.709 $ | +588.232 $ | 561.477 $ | +561.477 $ |
| AMAZON COM INC | AMZN | 1.034.997 $ | -30.284 $ | 1.065.281 $ | +368.231 $ | 697.050 $ | +697.050 $ |
| DEERE & CO | DE | 947.901 $ | +20.120 $ | 927.781 $ | -22.653 $ | 950.434 $ | +950.434 $ |
| NVIDIA CORP | NVDA | 928.584 $ | +73.115 $ | 855.469 $ | +539.866 $ | 315.603 $ | +315.603 $ |
| COMCAST CORP | CMCSA | 401.213 $ | -292.949 $ | 694.162 $ | -137.269 $ | 831.431 $ | +831.431 $ |
| ASML HOLDING NV | ASML | 799.185 $ | +127.331 $ | 671.854 $ | +215.965 $ | 455.889 $ | +455.889 $ |
| CHEVRON CORP | CVX | 698.103 $ | -14.063 $ | 712.166 $ | -39.026 $ | 751.192 $ | +751.192 $ |
| SCHWAB CHARLES CORP | SCHW | 679.688 $ | +36.125 $ | 643.563 $ | +122.296 $ | 521.267 $ | +521.267 $ |
| JOHNSON & JOHNSON | JNJ | 667.000 $ | +73.841 $ | 593.159 $ | +70.265 $ | 522.894 $ | +522.894 $ |
| EXXON MOBIL CORP | XOM | 661.750 $ | +82.102 $ | 579.648 $ | +73.958 $ | 505.690 $ | +505.690 $ |
| RTX Corp | RTX | 644.468 $ | +62.829 $ | 581.639 $ | +88.093 $ | 493.546 $ | +493.546 $ |
| MCKESSON CORP | MCK | 613.577 $ | +37.262 $ | 576.315 $ | +82.340 $ | 493.975 $ | +493.975 $ |
| AMGEN INC | AMGN | 492.249 $ | +492.249 $ | ||||
| CONOCOPHILLIPS | COP | 414.880 $ | -4.437 $ | 419.317 $ | -42.141 $ | 461.458 $ | +461.458 $ |
| AbbVie Inc. | ABBV | 439.615 $ | -311 $ | 439.926 $ | +131.094 $ | 308.832 $ | +308.832 $ |
| SHERWIN WILLIAMS CO | SHW | 341.528 $ | -27.239 $ | 368.767 $ | +45.068 $ | 323.699 $ | +323.699 $ |
| Otis Worldwide Corp | OTIS | 291.487 $ | -13.706 $ | 305.193 $ | -40.733 $ | 345.926 $ | +345.926 $ |
| BECTON DICKINSON & CO | BDX | 248.021 $ | -94.195 $ | 342.216 $ | +342.216 $ | ||
| Haleon plc | HLN | 295.586 $ | +32.003 $ | 263.583 $ | -38.182 $ | 301.765 $ | +301.765 $ |
| NICOLET BANKSHARES INC | NIC | 271.405 $ | -28.085 $ | 299.490 $ | +32.874 $ | 266.616 $ | +266.616 $ |
| CVS HEALTH Corp | CVS | 289.267 $ | +19.672 $ | 269.595 $ | +29.286 $ | 240.309 $ | +240.309 $ |
| INTEL CORP | INTC | 274.056 $ | +26.960 $ | 247.096 $ | +247.096 $ | ||
| FRANKLIN COVEY CO | FC | 270.842 $ | +270.842 $ | ||||
| MICROCHIP TECHNOLOGY INC | MCHP | 245.577 $ | -3.597 $ | 249.174 $ | +249.174 $ | ||
| Parker-Hannifin Corp | PH | 236.440 $ | +36.288 $ | 200.152 $ | +200.152 $ | ||
| ASTRAZENECA PLC | AZN | 235.800 $ | +235.800 $ | ||||
| PROCTER & GAMBLE Co | PG | 210.092 $ | +210.092 $ | ||||
| Lloyds Banking Group plc | LYG | 66.250 $ | +66.250 $ | ||||
| 127.172.872 $ | +617.877 $ | 126.212.779 $ | +18.190.350 $ | 109.193.986 $ | +109.193.986 $ | ||
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