| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 273.120.338 $ | -16.881.355 $ | 290.177.142 $ | +17.724.698 $ | 273.031.032 $ | +20.388.916 $ | 252.642.116 $ | +252.642.116 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 176.208.903 $ | -11.931.687 $ | 188.140.590 $ | +2.848.059 $ | 185.292.531 $ | +18.650.715 $ | 166.641.816 $ | +166.641.816 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 44.330.523 $ | -1.821.354 $ | 46.151.877 $ | +2.726.671 $ | 43.425.206 $ | -4.857.084 $ | 48.282.290 $ | +48.282.290 $ |
| ALPHA PRO TECH LTD | APT | 6.066.119 $ | +528.399 $ | 5.537.720 $ | +1.519.167 $ | 4.018.553 $ | +657.706 $ | 3.360.847 $ | +3.360.847 $ |
| APPFOLIO INC | APPF | 5.925.346 $ | +178.964 $ | 5.746.382 $ | +1.122.963 $ | 4.623.419 $ | +615.810 $ | 4.007.609 $ | +4.007.609 $ |
| CHEVRON CORP | CVX | 3.685.308 $ | -1.746.634 $ | 5.431.942 $ | +4.450.804 $ | 981.138 $ | +333.224 $ | 647.914 $ | +647.914 $ |
| MICROSOFT CORP | MSFT | 4.766.895 $ | -556.437 $ | 5.323.332 $ | +278.901 $ | 5.044.431 $ | +1.467.518 $ | 3.576.913 $ | +3.576.913 $ |
| Booking Holdings Inc. | BKNG | 3.261.396 $ | -1.327.984 $ | 4.589.380 $ | -539.887 $ | 5.129.267 $ | +1.038.331 $ | 4.090.936 $ | +4.090.936 $ |
| AMERICAN EXPRESS CO | AXP | 4.751.638 $ | +485.707 $ | 4.265.931 $ | +165.443 $ | 4.100.488 $ | +638.622 $ | 3.461.866 $ | +3.461.866 $ |
| NVIDIA CORP | NVDA | 4.487.126 $ | +7.404 $ | 4.479.722 $ | +738.675 $ | 3.741.047 $ | +1.538.331 $ | 2.202.716 $ | +2.202.716 $ |
| SCHWAB CHARLES CORP | SCHW | 3.178.936 $ | +141.367 $ | 3.037.569 $ | +134.586 $ | 2.902.983 $ | +416.497 $ | 2.486.486 $ | +2.486.486 $ |
| ANALOG DEVICES INC | ADI | 2.779.800 $ | +206.584 $ | 2.573.216 $ | +78.528 $ | 2.494.688 $ | -229.067 $ | 2.723.755 $ | +2.723.755 $ |
| BlackRock, Inc. | BLK | 1.763.213 $ | +961 $ | 1.762.252 $ | -267.165 $ | 2.029.417 $ | +214.626 $ | 1.814.791 $ | +1.814.791 $ |
| Moelis & Co | MC | 783.430 $ | -921.332 $ | 1.704.762 $ | +180.166 $ | 1.524.596 $ | -116.370 $ | 1.640.966 $ | +1.640.966 $ |
| EXXON MOBIL CORP | XOM | 764.447 $ | +79.902 $ | 684.545 $ | +45.042 $ | 639.503 $ | -836.195 $ | 1.475.698 $ | +1.475.698 $ |
| AMAZON COM INC | AMZN | 881.271 $ | -437.027 $ | 1.318.298 $ | -5.282 $ | 1.323.580 $ | +237.386 $ | 1.086.194 $ | +1.086.194 $ |
| NVR INC | NVR | 1.057.452 $ | -115.608 $ | 1.173.060 $ | +94.754 $ | 1.078.306 $ | +27.869 $ | 1.050.437 $ | +1.050.437 $ |
| JOHNSON & JOHNSON | JNJ | 735.293 $ | +26.803 $ | 708.490 $ | +345.403 $ | 363.087 $ | -302.926 $ | 666.013 $ | +666.013 $ |
| COCA COLA CO | KO | 675.575 $ | -15.675 $ | 691.250 $ | +126.240 $ | 565.010 $ | +38.460 $ | 526.550 $ | +526.550 $ |
| Cadence Bank | CADE | 606.743 $ | -10.302 $ | 617.045 $ | +617.045 $ | ||||
| MCDONALDS CORP | MCD | 443.119 $ | -166.419 $ | 609.538 $ | +609.538 $ | ||||
| ORACLE CORP | ORCL | 378.125 $ | -161.856 $ | 539.981 $ | +125.459 $ | 414.522 $ | +70.170 $ | 344.352 $ | +344.352 $ |
| JPMORGAN CHASE & CO | JPM | 518.903 $ | +22.290 $ | 496.613 $ | +43.947 $ | 452.666 $ | +124.393 $ | 328.273 $ | +328.273 $ |
| Royalty Pharma plc | RPRX | 484.971 $ | +42.172 $ | 442.799 $ | -9.414 $ | 452.213 $ | +65.267 $ | 386.946 $ | +386.946 $ |
| UNITEDHEALTH GROUP INC | UNH | 347.847 $ | -127.718 $ | 475.565 $ | +475.565 $ | ||||
| Walmart Inc. | WMT | 288.440 $ | -159.356 $ | 447.796 $ | +143.896 $ | 303.900 $ | +22.006 $ | 281.894 $ | +281.894 $ |
| BOEING CO | BA | 328.231 $ | -99.031 $ | 427.262 $ | +427.262 $ | ||||
| AbbVie Inc. | ABBV | 383.863 $ | +3.211 $ | 380.652 $ | +126.538 $ | 254.114 $ | -453 $ | 254.567 $ | +254.567 $ |
| ELI LILLY & Co | LLY | 365.391 $ | +134.650 $ | 230.741 $ | -108.763 $ | 339.504 $ | +339.504 $ | ||
| PEPSICO INC | PEP | 357.667 $ | +15.541 $ | 342.126 $ | +342.126 $ | ||||
| INSULET CORP | PODD | 298.452 $ | -25.715 $ | 324.167 $ | -5.722 $ | 329.889 $ | +54.411 $ | 275.478 $ | +275.478 $ |
| Duke Energy CORP | DUK | 306.504 $ | -20.939 $ | 327.443 $ | +121.887 $ | 205.556 $ | -6.184 $ | 211.740 $ | +211.740 $ |
| DOLLAR GENERAL CORP | DG | 314.267 $ | +77.389 $ | 236.878 $ | -24.595 $ | 261.473 $ | +261.473 $ | ||
| MICRON TECHNOLOGY INC | MU | 301.108 $ | +301.108 $ | ||||||
| SPS COMMERCE INC | SPSC | 215.593 $ | -68.783 $ | 284.376 $ | +284.376 $ | ||||
| GENERAL ELECTRIC CO | GE | 236.875 $ | -45.595 $ | 282.470 $ | +40.781 $ | 241.689 $ | +241.689 $ | ||
| HERSHEY CO | HSY | 282.069 $ | +282.069 $ | ||||||
| PFIZER INC | PFE | 257.989 $ | -13.065 $ | 271.054 $ | +11.882 $ | 259.172 $ | +259.172 $ | ||
| RTX Corp | RTX | 226.682 $ | +19.862 $ | 206.820 $ | +206.820 $ | ||||
| PALATIN TECHNOLOGIES INC | PTNT | 209.567 $ | -4.047 $ | 213.614 $ | +213.614 $ | ||||
| CATERPILLAR INC | CAT | 213.108 $ | +213.108 $ | ||||||
| AUTOZONE INC | AZO | 205.932 $ | +205.932 $ | ||||||
| CAMECO CORP | CCJ | 200.258 $ | +200.258 $ | ||||||
| 273.120.338 $ | -16.881.355 $ | 290.177.142 $ | +17.724.698 $ | 273.031.032 $ | +20.388.916 $ | 252.642.116 $ | +252.642.116 $ | ||
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