| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 20.871.395 $ | +2.613.493 $ | 18.257.928 $ | +3.271.938 $ | 14.985.990 $ | +614.428 $ | 14.371.562 $ | +14.371.562 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 10.989.266 $ | +2.009.778 $ | 8.979.488 $ | +1.043.545 $ | 7.935.943 $ | -441.977 $ | 8.377.920 $ | +8.377.920 $ |
| APPFOLIO INC | APPF | 3.426.523 $ | +78.902 $ | 3.347.621 $ | +863.320 $ | 2.484.301 $ | -138.069 $ | 2.622.370 $ | +2.622.370 $ |
| NVIDIA CORP | NVDA | 1.276.779 $ | +3.557 $ | 1.273.222 $ | +625.305 $ | 647.917 $ | +154.629 $ | 493.288 $ | +493.288 $ |
| MICROSOFT CORP | MSFT | 1.165.102 $ | -66.709 $ | 1.231.811 $ | +116.102 $ | 1.115.709 $ | +270.705 $ | 845.004 $ | +845.004 $ |
| AMAZON COM INC | AMZN | 763.091 $ | +12.381 $ | 750.710 $ | +9.391 $ | 741.319 $ | +102.616 $ | 638.703 $ | +638.703 $ |
| ALPHA PRO TECH LTD | APT | 640.958 $ | +151.615 $ | 489.343 $ | +138.347 $ | 350.996 $ | +66.309 $ | 284.687 $ | +284.687 $ |
| JOHNSON & JOHNSON | JNJ | 375.821 $ | +29.456 $ | 346.365 $ | +346.365 $ | ||||
| ORACLE CORP | ORCL | 256.696 $ | -113.697 $ | 370.393 $ | +82.457 $ | 287.936 $ | +287.936 $ | ||
| Duke Energy CORP | DUK | 344.506 $ | -19.192 $ | 363.698 $ | +23.063 $ | 340.635 $ | +340.635 $ | ||
| ELI LILLY & Co | LLY | 343.898 $ | +343.898 $ | ||||||
| MCDONALDS CORP | MCD | 313.882 $ | -3.987 $ | 317.869 $ | +15.181 $ | 302.688 $ | -20.927 $ | 323.615 $ | +323.615 $ |
| PROCTER & GAMBLE Co | PG | 207.083 $ | -37.374 $ | 244.457 $ | -9.021 $ | 253.478 $ | -26.352 $ | 279.830 $ | +279.830 $ |
| Walmart Inc. | WMT | 270.416 $ | -4.261 $ | 274.677 $ | +14.484 $ | 260.193 $ | +26.935 $ | 233.258 $ | +233.258 $ |
| Mastercard Inc | MA | 268.314 $ | +973 $ | 267.341 $ | +3.229 $ | 264.112 $ | -7.756 $ | 271.868 $ | +271.868 $ |
| AbbVie Inc. | ABBV | 228.490 $ | +228.490 $ | ||||||
| CITIGROUP INC | C | 570 $ | -337 $ | 907 $ | +144 $ | 763 $ | -256 $ | 1.019 $ | +1.019 $ |
| Financial Symmetry Inc | 26 $ | +26 $ | |||||||
| 20.871.395 $ | +2.613.493 $ | 18.257.928 $ | +3.271.938 $ | 14.985.990 $ | +614.428 $ | 14.371.562 $ | +14.371.562 $ | ||
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