| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 342.642.476 $ | +19.176.057 $ | 323.259.983 $ | +21.977.045 $ | 301.282.938 $ | +23.949.687 $ | 277.539.687 $ | +277.539.687 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 248.562.551 $ | +12.560.191 $ | 236.002.360 $ | +17.172.543 $ | 218.829.817 $ | +20.243.733 $ | 198.586.084 $ | +198.586.084 $ |
| BlackRock, Inc. | BLK | 57.325.125 $ | +3.678.514 $ | 53.646.611 $ | +949.909 $ | 52.696.702 $ | +3.484.256 $ | 49.212.446 $ | +49.212.446 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 5.287.157 $ | -45.263 $ | 5.332.420 $ | -63.607 $ | 5.396.027 $ | -713.241 $ | 6.109.268 $ | +6.109.268 $ |
| APPFOLIO INC | APPF | 4.619.821 $ | +335.439 $ | 4.284.382 $ | +932.876 $ | 3.351.506 $ | -743.013 $ | 4.094.519 $ | +4.094.519 $ |
| MICROSOFT CORP | MSFT | 2.991.855 $ | +68.869 $ | 2.922.986 $ | +200.594 $ | 2.722.392 $ | +608.615 $ | 2.113.777 $ | +2.113.777 $ |
| ELI LILLY & Co | LLY | 2.380.310 $ | +692.660 $ | 1.687.650 $ | +29.739 $ | 1.657.911 $ | -98.600 $ | 1.756.511 $ | +1.756.511 $ |
| NVIDIA CORP | NVDA | 1.969.149 $ | +93.948 $ | 1.875.201 $ | +347.066 $ | 1.528.135 $ | +367.785 $ | 1.160.350 $ | +1.160.350 $ |
| ORACLE CORP | ORCL | 1.350.142 $ | -596.601 $ | 1.946.743 $ | +433.386 $ | 1.513.357 $ | +475.687 $ | 1.037.670 $ | +1.037.670 $ |
| ALPHA PRO TECH LTD | APT | 1.945.433 $ | +541.495 $ | 1.403.938 $ | +531.748 $ | 872.190 $ | +105.818 $ | 766.372 $ | +766.372 $ |
| JPMORGAN CHASE & CO | JPM | 1.594.667 $ | -17.811 $ | 1.612.478 $ | +200.036 $ | 1.412.442 $ | +159.450 $ | 1.252.992 $ | +1.252.992 $ |
| AMGEN INC | AMGN | 1.395.650 $ | +206.177 $ | 1.189.473 $ | +43.037 $ | 1.146.436 $ | -132.788 $ | 1.279.224 $ | +1.279.224 $ |
| iShares Bitcoin Trust ETF | IBIT | 588.998 $ | -703.202 $ | 1.292.200 $ | +566.066 $ | 726.134 $ | +170.827 $ | 555.307 $ | +555.307 $ |
| SPS COMMERCE INC | SPSC | 1.062.507 $ | +109.492 $ | 953.015 $ | +135.766 $ | 817.249 $ | +44.746 $ | 772.503 $ | +772.503 $ |
| AMAZON COM INC | AMZN | 1.055.771 $ | +208.450 $ | 847.321 $ | +109.951 $ | 737.370 $ | +35.501 $ | 701.869 $ | +701.869 $ |
| EXXON MOBIL CORP | XOM | 729.546 $ | +67.774 $ | 661.772 $ | -221.366 $ | 883.138 $ | -139.358 $ | 1.022.496 $ | +1.022.496 $ |
| JOHNSON & JOHNSON | JNJ | 922.376 $ | +123.957 $ | 798.419 $ | +126.777 $ | 671.642 $ | -77.789 $ | 749.431 $ | +749.431 $ |
| ALLSTATE CORP | ALL | 781.603 $ | -23.978 $ | 805.581 $ | +50.065 $ | 755.516 $ | -21.618 $ | 777.134 $ | +777.134 $ |
| PROCTER & GAMBLE Co | PG | 679.788 $ | -24.310 $ | 704.098 $ | -25.982 $ | 730.080 $ | -50.866 $ | 780.946 $ | +780.946 $ |
| AbbVie Inc. | ABBV | 701.007 $ | +45.286 $ | 655.721 $ | +130.045 $ | 525.676 $ | -67.685 $ | 593.361 $ | +593.361 $ |
| RTX Corp | RTX | 677.296 $ | +81.434 $ | 595.862 $ | +97.788 $ | 498.074 $ | +46.253 $ | 451.821 $ | +451.821 $ |
| AMERICAN EXPRESS CO | AXP | 652.592 $ | +47.729 $ | 604.863 $ | +68.658 $ | 536.205 $ | +83.932 $ | 452.273 $ | +452.273 $ |
| Mastercard Inc | MA | 631.775 $ | +158.145 $ | 473.630 $ | +5.828 $ | 467.802 $ | +11.611 $ | 456.191 $ | +456.191 $ |
| GOLDMAN SACHS GROUP INC | GS | 598.599 $ | +65.841 $ | 532.758 $ | +59.273 $ | 473.485 $ | +108.017 $ | 365.468 $ | +365.468 $ |
| SMITH & NEPHEW PLC | SNN | 431.320 $ | -38.527 $ | 469.847 $ | +73.280 $ | 396.567 $ | +29.261 $ | 367.306 $ | +367.306 $ |
| NETFLIX INC | NFLX | 302.001 $ | -73.261 $ | 375.262 $ | -37.190 $ | 412.452 $ | +125.233 $ | 287.219 $ | +287.219 $ |
| NEXTERA ENERGY INC | NEE | 357.246 $ | +13.616 $ | 343.630 $ | -138 $ | 343.768 $ | -55.059 $ | 398.827 $ | +398.827 $ |
| Walmart Inc. | WMT | 391.829 $ | +86.978 $ | 304.851 $ | +15.618 $ | 289.233 $ | +29.550 $ | 259.683 $ | +259.683 $ |
| PEPSICO INC | PEP | 354.435 $ | +13.083 $ | 341.352 $ | +2.988 $ | 338.364 $ | -51.718 $ | 390.082 $ | +390.082 $ |
| MCDONALDS CORP | MCD | 368.918 $ | +368.918 $ | ||||||
| HERSHEY CO | HSY | 311.392 $ | -18.964 $ | 330.356 $ | +37.266 $ | 293.090 $ | -38.047 $ | 331.137 $ | +331.137 $ |
| 3M CO | MMM | 281.936 $ | +16.733 $ | 265.203 $ | +5.025 $ | 260.178 $ | +9.194 $ | 250.984 $ | +250.984 $ |
| COCA COLA CO | KO | 269.108 $ | +269.108 $ | ||||||
| CHEVRON CORP | CVX | 218.861 $ | +12.425 $ | 206.436 $ | +206.436 $ | ||||
| INTEL CORP | INTC | 218.747 $ | +218.747 $ | ||||||
| SCHWAB CHARLES CORP | SCHW | 215.906 $ | +215.906 $ | ||||||
| SOUTHERN CO | SO | 213.117 $ | +213.117 $ | ||||||
| CATERPILLAR INC | CAT | 203.942 $ | +203.942 $ | ||||||
| 342.642.476 $ | +19.176.057 $ | 323.259.983 $ | +21.977.045 $ | 301.282.938 $ | +23.949.687 $ | 277.539.687 $ | +277.539.687 $ | ||
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