| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 198.488.146 $ | +8.050.964 $ | 190.647.470 $ | +14.590.102 $ | 175.730.548 $ | +10.922.000 $ | 165.135.368 $ | +165.135.368 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 158.307.243 $ | +5.902.366 $ | 152.404.877 $ | +10.152.153 $ | 142.252.724 $ | +10.416.715 $ | 131.836.009 $ | +131.836.009 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 7.836.558 $ | -217.921 $ | 8.054.479 $ | +720.809 $ | 7.333.670 $ | -851.019 $ | 8.184.689 $ | +8.184.689 $ |
| EXXON MOBIL CORP | XOM | 5.719.511 $ | +282.960 $ | 5.436.551 $ | +441.157 $ | 4.995.394 $ | -511.762 $ | 5.507.156 $ | +5.507.156 $ |
| APPFOLIO INC | APPF | 5.391.332 $ | +181.806 $ | 5.209.526 $ | +752.686 $ | 4.456.840 $ | -437.491 $ | 4.894.331 $ | +4.894.331 $ |
| ALPHA PRO TECH LTD | APT | 3.016.607 $ | +554.309 $ | 2.462.298 $ | +606.392 $ | 1.855.906 $ | +194.111 $ | 1.661.795 $ | +1.661.795 $ |
| MICROSOFT CORP | MSFT | 2.361.580 $ | -229.167 $ | 2.590.747 $ | +110.265 $ | 2.480.482 $ | +633.868 $ | 1.846.614 $ | +1.846.614 $ |
| PROCTER & GAMBLE Co | PG | 1.342.998 $ | -134.655 $ | 1.477.653 $ | -101.985 $ | 1.579.638 $ | -107.478 $ | 1.687.116 $ | +1.687.116 $ |
| JPMORGAN CHASE & CO | JPM | 1.566.307 $ | -17.274 $ | 1.583.581 $ | +456.175 $ | 1.127.406 $ | +173.950 $ | 953.456 $ | +953.456 $ |
| AMAZON COM INC | AMZN | 1.495.714 $ | +63.678 $ | 1.432.036 $ | +10.389 $ | 1.421.647 $ | +120.269 $ | 1.301.378 $ | +1.301.378 $ |
| NEXTERA ENERGY INC | NEE | 1.109.651 $ | +73.709 $ | 1.035.942 $ | +88.487 $ | 947.455 $ | -15.004 $ | 962.459 $ | +962.459 $ |
| JOHNSON & JOHNSON | JNJ | 800.728 $ | -48.996 $ | 849.724 $ | +378.956 $ | 470.768 $ | -40.202 $ | 510.970 $ | +510.970 $ |
| ISHARES GOLD TRUST | IAU | 804.480 $ | +577.219 $ | 227.261 $ | +227.261 $ | ||||
| NVIDIA CORP | NVDA | 614.734 $ | -62.143 $ | 676.877 $ | -94.381 $ | 771.258 $ | +279.558 $ | 491.700 $ | +491.700 $ |
| ELI LILLY & Co | LLY | 759.674 $ | +216.511 $ | 543.163 $ | -7.863 $ | 551.026 $ | -32.778 $ | 583.804 $ | +583.804 $ |
| KLA CORP | KLAC | 729.048 $ | +76.495 $ | 652.553 $ | +115.109 $ | 537.444 $ | +129.564 $ | 407.880 $ | +407.880 $ |
| AT&T INC. | T | 334.464 $ | -42.930 $ | 377.394 $ | -331.806 $ | 709.200 $ | +170.325 $ | 538.875 $ | +538.875 $ |
| CATERPILLAR INC | CAT | 691.242 $ | +117.208 $ | 574.034 $ | +107.294 $ | 466.740 $ | +70.506 $ | 396.234 $ | +396.234 $ |
| GENERAL ELECTRIC CO | GE | 656.197 $ | +15.792 $ | 640.405 $ | +188.978 $ | 451.427 $ | +100.391 $ | 351.036 $ | +351.036 $ |
| ORACLE CORP | ORCL | 449.462 $ | -203.015 $ | 652.477 $ | +148.316 $ | 504.161 $ | +181.759 $ | 322.402 $ | +322.402 $ |
| AFLAC INC | AFL | 522.128 $ | +522.128 $ | ||||||
| CHEVRON CORP | CVX | 440.495 $ | -5.892 $ | 446.387 $ | +36.447 $ | 409.940 $ | -68.882 $ | 478.822 $ | +478.822 $ |
| RTX Corp | RTX | 446.212 $ | +209.942 $ | 236.270 $ | +30.090 $ | 206.180 $ | +206.180 $ | ||
| iShares Bitcoin Trust ETF | IBIT | 439.935 $ | +176.729 $ | 263.206 $ | +263.206 $ | ||||
| Walmart Inc. | WMT | 379.240 $ | +31.619 $ | 347.621 $ | +19.960 $ | 327.661 $ | +33.477 $ | 294.184 $ | +294.184 $ |
| MCDONALDS CORP | MCD | 371.186 $ | +5.499 $ | 365.687 $ | +14.424 $ | 351.263 $ | -23.941 $ | 375.204 $ | +375.204 $ |
| AMERICAN EXPRESS CO | AXP | 356.262 $ | +39.714 $ | 316.548 $ | +12.560 $ | 303.988 $ | +47.583 $ | 256.405 $ | +256.405 $ |
| UNITEDHEALTH GROUP INC | UNH | 210.288 $ | -116.532 $ | 326.820 $ | +326.820 $ | ||||
| STRYKER CORP | SYK | 284.691 $ | -14.742 $ | 299.433 $ | -21.027 $ | 320.460 $ | +18.937 $ | 301.523 $ | +301.523 $ |
| VERIZON COMMUNICATIONS INC | VZ | 283.796 $ | -14.328 $ | 298.124 $ | +7.680 $ | 290.444 $ | -10.973 $ | 301.417 $ | +301.417 $ |
| LINDE PLC | LIN | 234.088 $ | -28.112 $ | 262.200 $ | +6.028 $ | 256.172 $ | +1.933 $ | 254.239 $ | +254.239 $ |
| Walt Disney Co | DIS | 224.982 $ | -1.443 $ | 226.425 $ | -18.779 $ | 245.204 $ | +245.204 $ | ||
| Constellation Energy Corp | CEG | 219.149 $ | +12.599 $ | 206.550 $ | +206.550 $ | ||||
| AbbVie Inc. | ABBV | 215.502 $ | -251 $ | 215.753 $ | +215.753 $ | ||||
| MORGAN STANLEY | MS | 82.950 $ | +11.550 $ | 71.400 $ | -34.650 $ | 106.050 $ | -2.800 $ | 108.850 $ | +108.850 $ |
| 198.488.146 $ | +8.050.964 $ | 190.647.470 $ | +14.590.102 $ | 175.730.548 $ | +10.922.000 $ | 165.135.368 $ | +165.135.368 $ | ||
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