| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 27.615.350 $ | +6.457.420 $ | 20.342.145 $ | -1.410.141 $ | 23.136.500 $ | +1.419.387 $ | 21.717.113 $ | +21.717.113 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 14.609.446 $ | +130.168 $ | 14.479.278 $ | -796.228 $ | 15.275.506 $ | +350.099 $ | 14.925.407 $ | +14.925.407 $ |
| APPFOLIO INC | APPF | 6.986.530 $ | +6.088.450 $ | 898.080 $ | -260.309 $ | 1.158.389 $ | +53.293 $ | 1.105.096 $ | +1.105.096 $ |
| BlackRock, Inc. | BLK | 1.337.097 $ | -158.629 $ | 1.495.726 $ | +170.995 $ | 1.324.731 $ | +102.547 $ | 1.222.184 $ | +1.222.184 $ |
| COCA COLA CO | KO | 238.500 $ | -577.285 $ | 815.785 $ | +41.535 $ | 774.250 $ | +774.250 $ | ||
| BERKSHIRE HATHAWAY INC | BRK-B | 785.641 $ | +414.619 $ | 371.022 $ | +12.524 $ | 358.498 $ | -30.817 $ | 389.315 $ | +389.315 $ |
| MICROSOFT CORP | MSFT | 573.113 $ | +31.312 $ | 541.801 $ | -127.239 $ | 669.040 $ | +323.306 $ | 345.734 $ | +345.734 $ |
| STRYKER CORP | SYK | 421.764 $ | -21.840 $ | 443.604 $ | -188.612 $ | 632.216 $ | +37.361 $ | 594.855 $ | +594.855 $ |
| EXXON MOBIL CORP | XOM | 568.429 $ | -23.842 $ | 592.271 $ | +592.271 $ | ||||
| ALPHA PRO TECH LTD | APT | 591.627 $ | +217.778 $ | 373.849 $ | +21.730 $ | 352.119 $ | +111.682 $ | 240.437 $ | +240.437 $ |
| NVIDIA CORP | NVDA | 527.795 $ | +158.367 $ | 369.428 $ | +5.104 $ | 364.324 $ | +364.324 $ | ||
| JPMORGAN CHASE & CO | JPM | 251.009 $ | +5.290 $ | 245.719 $ | -230.893 $ | 476.612 $ | +108.662 $ | 367.950 $ | +367.950 $ |
| WILLIS TOWERS WATSON PLC | WTW | 339.849 $ | -17.427 $ | 357.276 $ | +40.284 $ | 316.992 $ | -94.710 $ | 411.702 $ | +411.702 $ |
| RTX Corp | RTX | 335.081 $ | +36.899 $ | 298.182 $ | +37.975 $ | 260.207 $ | +30.654 $ | 229.553 $ | +229.553 $ |
| MCDONALDS CORP | MCD | 235.335 $ | +1.340 $ | 233.995 $ | -60.512 $ | 294.507 $ | +1.192 $ | 293.315 $ | +293.315 $ |
| JOHNSON & JOHNSON | JNJ | 219.668 $ | -14.517 $ | 234.185 $ | -34.960 $ | 269.145 $ | +44.101 $ | 225.044 $ | +225.044 $ |
| FIRST AMERICAN TRUST, FSB | 162.895 $ | +162.895 $ | |||||||
| 27.615.350 $ | +6.457.420 $ | 20.342.145 $ | -1.410.141 $ | 23.136.500 $ | +1.419.387 $ | 21.717.113 $ | +21.717.113 $ | ||
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