| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 274.604.641 $ | +16.966.655 $ | 257.868.281 $ | +26.751.970 $ | 231.116.311 $ | +22.966.040 $ | 208.553.274 $ | +208.553.274 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 160.041.215 $ | +12.478.579 $ | 147.562.636 $ | +16.342.117 $ | 131.220.519 $ | +11.832.784 $ | 119.387.735 $ | +119.387.735 $ |
| MICROSOFT CORP | MSFT | 29.803.366 $ | -2.114.571 $ | 31.917.937 $ | +1.258.287 $ | 30.659.650 $ | +7.509.504 $ | 23.150.146 $ | +23.150.146 $ |
| ALPHA PRO TECH LTD | APT | 13.582.404 $ | +3.357.579 $ | 10.224.825 $ | +2.622.207 $ | 7.602.618 $ | +868.577 $ | 6.734.041 $ | +6.734.041 $ |
| BlackRock, Inc. | BLK | 12.456.590 $ | +252.147 $ | 12.204.443 $ | +492.549 $ | 11.711.894 $ | +242.995 $ | 11.468.899 $ | +11.468.899 $ |
| JPMORGAN CHASE & CO | JPM | 9.643.937 $ | -135.443 $ | 9.779.380 $ | +959.158 $ | 8.820.222 $ | +1.273.080 $ | 7.547.142 $ | +7.547.142 $ |
| AMERICAN EXPRESS CO | AXP | 5.272.527 $ | +353.902 $ | 4.918.625 $ | -124.768 $ | 5.043.393 $ | +831.684 $ | 4.211.709 $ | +4.211.709 $ |
| APPFOLIO INC | APPF | 5.057.955 $ | +510.772 $ | 4.547.183 $ | +847.352 $ | 3.699.831 $ | -385.806 $ | 4.085.637 $ | +4.085.637 $ |
| CUMMINS INC | CMI | 4.752.800 $ | +627.935 $ | 4.124.865 $ | +890.475 $ | 3.234.390 $ | +203.739 $ | 3.030.651 $ | +3.030.651 $ |
| STRYKER CORP | SYK | 3.906.589 $ | -120.226 $ | 4.026.815 $ | -625.794 $ | 4.652.609 $ | +289.839 $ | 4.362.770 $ | +4.362.770 $ |
| PEPSICO INC | PEP | 3.471.318 $ | +39.667 $ | 3.431.651 $ | +319.072 $ | 3.112.579 $ | -829.643 $ | 3.942.222 $ | +3.942.222 $ |
| LINDE PLC | LIN | 3.605.554 $ | -247.171 $ | 3.852.725 $ | +89.432 $ | 3.763.293 $ | +61.921 $ | 3.701.372 $ | +3.701.372 $ |
| CATERPILLAR INC | CAT | 3.821.043 $ | +504.373 $ | 3.316.670 $ | +530.487 $ | 2.786.183 $ | +452.188 $ | 2.333.995 $ | +2.333.995 $ |
| ELI LILLY & Co | LLY | 3.614.149 $ | +1.078.700 $ | 2.535.449 $ | +1.050.444 $ | 1.485.005 $ | -82.572 $ | 1.567.577 $ | +1.567.577 $ |
| NEXTERA ENERGY INC | NEE | 2.085.996 $ | +269.707 $ | 1.816.289 $ | +333.825 $ | 1.482.464 $ | -12.961 $ | 1.495.425 $ | +1.495.425 $ |
| Medtronic plc | MDT | 2.035.127 $ | +254.996 $ | 1.780.131 $ | +324.915 $ | 1.455.216 $ | -126.230 $ | 1.581.446 $ | +1.581.446 $ |
| Walt Disney Co | DIS | 1.376.162 $ | -248.593 $ | 1.624.755 $ | -226.342 $ | 1.851.097 $ | +342.566 $ | 1.508.531 $ | +1.508.531 $ |
| Walmart Inc. | WMT | 1.292.356 $ | +96.860 $ | 1.195.496 $ | +61.248 $ | 1.134.248 $ | +115.884 $ | 1.018.364 $ | +1.018.364 $ |
| SCHWAB CHARLES CORP | SCHW | 1.089.019 $ | +48.396 $ | 1.040.623 $ | +1.040.623 $ | ||||
| COCA COLA CO | KO | 777.749 $ | -40.971 $ | 818.720 $ | -68.839 $ | 887.559 $ | -10.914 $ | 898.473 $ | +898.473 $ |
| ORACLE CORP | ORCL | 609.383 $ | -272.310 $ | 881.693 $ | +292.597 $ | 589.096 $ | +209.164 $ | 379.932 $ | +379.932 $ |
| JOHNSON & JOHNSON | JNJ | 866.086 $ | +88.249 $ | 777.837 $ | +218.772 $ | 559.065 $ | -47.909 $ | 606.974 $ | +606.974 $ |
| EXXON MOBIL CORP | XOM | 700.379 $ | +27.261 $ | 673.118 $ | -7.639 $ | 680.757 $ | -70.286 $ | 751.043 $ | +751.043 $ |
| AMGEN INC | AMGN | 730.074 $ | +204.974 $ | 525.100 $ | +12.793 $ | 512.307 $ | -29.166 $ | 541.473 $ | +541.473 $ |
| NICOLET BANKSHARES INC | NIC | 498.849 $ | -81.305 $ | 580.154 $ | -43.577 $ | 623.731 $ | -52.014 $ | 675.745 $ | +675.745 $ |
| PROCTER & GAMBLE Co | PG | 492.556 $ | -40.610 $ | 533.166 $ | +84.680 $ | 448.486 $ | -67.887 $ | 516.373 $ | +516.373 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 459.925 $ | -12.651 $ | 472.576 $ | -1.050 $ | 473.626 $ | -48.302 $ | 521.928 $ | +521.928 $ |
| NVIDIA CORP | NVDA | 427.831 $ | +37.879 $ | 389.952 $ | +57.699 $ | 332.253 $ | +332.253 $ | ||
| MCDONALDS CORP | MCD | 378.981 $ | +2.157 $ | 376.824 $ | -8.840 $ | 385.664 $ | -26.664 $ | 412.328 $ | +412.328 $ |
| ISHARES GOLD TRUST | IAU | 404.308 $ | +24.230 $ | 380.078 $ | +54.372 $ | 325.706 $ | +17.758 $ | 307.948 $ | +307.948 $ |
| UNITED PARCEL SERVICE INC | UPS | 403.003 $ | +403.003 $ | ||||||
| BOEING CO | BA | 401.672 $ | +2.386 $ | 399.286 $ | +11.655 $ | 387.631 $ | +72.113 $ | 315.518 $ | +315.518 $ |
| Eaton Corp plc | ETN | 334.436 $ | -58.527 $ | 392.963 $ | +18.123 $ | 374.840 $ | +89.418 $ | 285.422 $ | +285.422 $ |
| AMAZON COM INC | AMZN | 378.314 $ | +51.374 $ | 326.940 $ | -12.456 $ | 339.396 $ | +42.210 $ | 297.186 $ | +297.186 $ |
| CHEVRON CORP | CVX | 230.295 $ | -11.123 $ | 241.418 $ | -23.904 $ | 265.322 $ | +265.322 $ | ||
| COLGATE PALMOLIVE CO | CL | 235.991 $ | +26.910 $ | 209.081 $ | -30.484 $ | 239.565 $ | -7.379 $ | 246.944 $ | +246.944 $ |
| 274.604.641 $ | +16.966.655 $ | 257.868.281 $ | +26.751.970 $ | 231.116.311 $ | +22.966.040 $ | 208.553.274 $ | +208.553.274 $ | ||
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