| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 87.102.797 $ | +1.383.395 $ | 85.934.585 $ | +3.321.003 $ | 82.827.474 $ | +1.037.329 $ | 81.790.145 $ | +81.790.145 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 60.796.098 $ | +876.349 $ | 59.919.749 $ | +901.420 $ | 59.018.329 $ | -518.736 $ | 59.537.065 $ | +59.537.065 $ |
| MICROSOFT CORP | MSFT | 7.154.144 $ | -483.349 $ | 7.637.493 $ | +176.714 $ | 7.460.779 $ | +1.657.564 $ | 5.803.215 $ | +5.803.215 $ |
| APPFOLIO INC | APPF | 6.895.753 $ | +400.693 $ | 6.495.060 $ | +1.215.599 $ | 5.279.461 $ | -448.824 $ | 5.728.285 $ | +5.728.285 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 6.136.854 $ | +103.974 $ | 6.032.880 $ | +693.782 $ | 5.339.098 $ | -291.870 $ | 5.630.968 $ | +5.630.968 $ |
| AMAZON COM INC | AMZN | 2.703.364 $ | +239.130 $ | 2.464.234 $ | +62.572 $ | 2.401.662 $ | +383.574 $ | 2.018.088 $ | +2.018.088 $ |
| NVIDIA CORP | NVDA | 840.236 $ | -3.708 $ | 843.944 $ | +133.275 $ | 710.669 $ | +229.880 $ | 480.789 $ | +480.789 $ |
| ELI LILLY & Co | LLY | 550.285 $ | +162.956 $ | 387.329 $ | +61.252 $ | 326.077 $ | -12.524 $ | 338.601 $ | +338.601 $ |
| Invesco Municipal Trust | VKQ | 411.169 $ | +487 $ | 410.682 $ | +21.750 $ | 388.932 $ | -20.766 $ | 409.698 $ | +409.698 $ |
| ORACLE CORP | ORCL | 284.569 $ | -126.041 $ | 410.610 $ | +91.410 $ | 319.200 $ | +116.475 $ | 202.725 $ | +202.725 $ |
| STARBUCKS CORP | SBUX | 251.718 $ | -3.642 $ | 255.360 $ | -24.048 $ | 279.408 $ | -75.381 $ | 354.789 $ | +354.789 $ |
| BOEING CO | BA | 215.183 $ | -4.195 $ | 219.378 $ | -113.365 $ | 332.743 $ | +332.743 $ | ||
| CHEVRON CORP | CVX | 288.823 $ | -8.692 $ | 297.515 $ | +26.627 $ | 270.888 $ | -53.587 $ | 324.475 $ | +324.475 $ |
| MPLX LP | MPLX | 293.535 $ | +18.810 $ | 274.725 $ | -8.580 $ | 283.305 $ | -11.055 $ | 294.360 $ | +294.360 $ |
| ALPHA PRO TECH LTD | APT | 245.662 $ | +245.662 $ | ||||||
| ARES CAPITAL CORP | ARCC | 202.300 $ | -1.800 $ | 204.100 $ | -15.500 $ | 219.600 $ | -2.000 $ | 221.600 $ | +221.600 $ |
| Mastercard Inc | MA | 213.892 $ | +213.892 $ | ||||||
| Ready Capital Corp | RC | 48.287 $ | -37.434 $ | 85.721 $ | -11.075 $ | 96.796 $ | -15.948 $ | 112.744 $ | +112.744 $ |
| 87.102.797 $ | +1.383.395 $ | 85.934.585 $ | +3.321.003 $ | 82.827.474 $ | +1.037.329 $ | 81.790.145 $ | +81.790.145 $ | ||
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