| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q1 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 444.261.690 $ | +115.699.660 $ | 331.098.036 $ | +70.183.622 $ | 260.914.414 $ | +260.914.414 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 281.773.794 $ | +36.139.921 $ | 245.633.873 $ | +48.934.750 $ | 196.699.123 $ | +196.699.123 $ |
| APPFOLIO INC | APPF | 37.080.088 $ | +27.382.489 $ | 9.697.599 $ | +1.499.487 $ | 8.198.112 $ | +8.198.112 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 32.106.735 $ | +29.638.784 $ | 2.467.951 $ | +170.933 $ | 2.297.018 $ | +2.297.018 $ |
| MICROSOFT CORP | MSFT | 21.227.248 $ | +14.581.487 $ | 6.645.761 $ | +2.113.135 $ | 4.532.626 $ | +4.532.626 $ |
| MORGAN STANLEY | MS | 11.621.295 $ | +1.927.961 $ | 9.693.334 $ | +9.136.007 $ | 557.327 $ | +557.327 $ |
| ALPHA PRO TECH LTD | APT | 8.136.124 $ | +1.517.445 $ | 6.618.679 $ | +2.723.610 $ | 3.895.069 $ | +3.895.069 $ |
| NVIDIA CORP | NVDA | 2.968.746 $ | -137.012 $ | 3.105.758 $ | -4.035.096 $ | 7.140.854 $ | +7.140.854 $ |
| BlackRock, Inc. | BLK | 4.735.302 $ | +750.220 $ | 3.985.082 $ | +1.356.821 $ | 2.628.261 $ | +2.628.261 $ |
| ELI LILLY & Co | LLY | 4.449.147 $ | +878.049 $ | 3.571.098 $ | -376.118 $ | 3.947.216 $ | +3.947.216 $ |
| Walmart Inc. | WMT | 3.793.262 $ | +649.770 $ | 3.143.492 $ | +1.618.354 $ | 1.525.138 $ | +1.525.138 $ |
| GOLDMAN SACHS GROUP INC | GS | 3.492.904 $ | +961.423 $ | 2.531.481 $ | +996.024 $ | 1.535.457 $ | +1.535.457 $ |
| CATERPILLAR INC | CAT | 2.695.146 $ | +657.910 $ | 2.037.236 $ | +743.992 $ | 1.293.244 $ | +1.293.244 $ |
| JOHNSON & JOHNSON | JNJ | 2.295.751 $ | +630.096 $ | 1.665.655 $ | +169.071 $ | 1.496.584 $ | +1.496.584 $ |
| MCDONALDS CORP | MCD | 2.148.533 $ | +70.996 $ | 2.077.537 $ | +22.989 $ | 2.054.548 $ | +2.054.548 $ |
| Mastercard Inc | MA | 1.689.250 $ | -359.337 $ | 2.048.587 $ | +95.950 $ | 1.952.637 $ | +1.952.637 $ |
| JPMORGAN CHASE & CO | JPM | 1.797.204 $ | -196.580 $ | 1.993.784 $ | +606.896 $ | 1.386.888 $ | +1.386.888 $ |
| UNITEDHEALTH GROUP INC | UNH | 608.779 $ | -509.884 $ | 1.118.663 $ | -716.915 $ | 1.835.578 $ | +1.835.578 $ |
| RTX Corp | RTX | 1.565.792 $ | +174.276 $ | 1.391.516 $ | +479.325 $ | 912.191 $ | +912.191 $ |
| AMAZON COM INC | AMZN | 1.202.858 $ | -318.548 $ | 1.521.406 $ | +160.282 $ | 1.361.124 $ | +1.361.124 $ |
| STRYKER CORP | SYK | 1.388.671 $ | -60.261 $ | 1.448.932 $ | -17.037 $ | 1.465.969 $ | +1.465.969 $ |
| AbbVie Inc. | ABBV | 1.258.571 $ | -124.016 $ | 1.382.587 $ | +212.653 $ | 1.169.934 $ | +1.169.934 $ |
| AMGEN INC | AMGN | 1.354.455 $ | +404.005 $ | 950.450 $ | +15.800 $ | 934.650 $ | +934.650 $ |
| LOCKHEED MARTIN CORP | LMT | 1.324.661 $ | +85.685 $ | 1.238.976 $ | +163.133 $ | 1.075.843 $ | +1.075.843 $ |
| Accenture plc | ACN | 779.844 $ | -225.992 $ | 1.005.836 $ | -304.675 $ | 1.310.511 $ | +1.310.511 $ |
| PROCTER & GAMBLE Co | PG | 663.796 $ | -424.795 $ | 1.088.591 $ | -154.829 $ | 1.243.420 $ | +1.243.420 $ |
| COCA COLA CO | KO | 1.142.958 $ | +143.766 $ | 999.192 $ | +113.935 $ | 885.257 $ | +885.257 $ |
| BALL Corp | BALL | 1.077.930 $ | +230.017 $ | 847.913 $ | +847.913 $ | ||
| ANALOG DEVICES INC | ADI | 931.731 $ | +143.554 $ | 788.177 $ | +170.687 $ | 617.490 $ | +617.490 $ |
| CHEVRON CORP | CVX | 837.839 $ | +65.519 $ | 772.320 $ | -35.188 $ | 807.508 $ | +807.508 $ |
| MCKESSON CORP | MCK | 826.633 $ | +113.579 $ | 713.054 $ | +134.956 $ | 578.098 $ | +578.098 $ |
| Aon plc | AON | 385.442 $ | -268.882 $ | 654.324 $ | -143.058 $ | 797.382 $ | +797.382 $ |
| EXXON MOBIL CORP | XOM | 744.368 $ | +17.136 $ | 727.232 $ | -46.283 $ | 773.515 $ | +773.515 $ |
| Shell plc | SHEL | 622.867 $ | +50.198 $ | 572.669 $ | -11.079 $ | 583.748 $ | +583.748 $ |
| Parker-Hannifin Corp | PH | 610.815 $ | +168.055 $ | 442.760 $ | +184.424 $ | 258.336 $ | +258.336 $ |
| Constellation Energy Corp | CEG | 480.472 $ | -112.418 $ | 592.890 $ | +277.774 $ | 315.116 $ | +315.116 $ |
| Walt Disney Co | DIS | 394.116 $ | -110.169 $ | 504.285 $ | +130.821 $ | 373.464 $ | +373.464 $ |
| CARDINAL HEALTH INC | CAH | 494.414 $ | +494.414 $ | ||||
| PEPSICO INC | PEP | 200.367 $ | -67.134 $ | 267.501 $ | -208.911 $ | 476.412 $ | +476.412 $ |
| STARBUCKS CORP | SBUX | 379.611 $ | -6.048 $ | 385.659 $ | -86.731 $ | 472.390 $ | +472.390 $ |
| NETSOL TECHNOLOGIES INC | NTWK | 418.751 $ | +418.751 $ | ||||
| IREN Ltd | IREN | 412.749 $ | +412.749 $ | ||||
| NICOLET BANKSHARES INC | NIC | 265.804 $ | -108.786 $ | 374.590 $ | -27.375 $ | 401.965 $ | +401.965 $ |
| LINDE PLC | LIN | 240.491 $ | -132.384 $ | 372.875 $ | +96.285 $ | 276.590 $ | +276.590 $ |
| VERIZON COMMUNICATIONS INC | VZ | 276.692 $ | -93.743 $ | 370.435 $ | +2.950 $ | 367.485 $ | +367.485 $ |
| Eaton Corp plc | ETN | 226.990 $ | -127.799 $ | 354.789 $ | +354.789 $ | ||
| Palo Alto Networks Inc | PANW | 325.385 $ | +325.385 $ | ||||
| NETFLIX INC | NFLX | 321.311 $ | +321.311 $ | ||||
| ORACLE CORP | ORCL | 319.695 $ | +319.695 $ | ||||
| VS Trust | SVIX | 297.900 $ | +297.900 $ | ||||
| COLGATE PALMOLIVE CO | CL | 200.398 $ | -83.011 $ | 283.409 $ | +5.188 $ | 278.221 $ | +278.221 $ |
| ALBION FINANCIAL GROUP /UT | 280.298 $ | +280.298 $ | |||||
| CUMMINS INC | CMI | 266.065 $ | +266.065 $ | ||||
| ISHARES GOLD TRUST | IAU | 252.368 $ | +26.563 $ | 225.805 $ | +23.690 $ | 202.115 $ | +202.115 $ |
| GENERAL DYNAMICS CORP | GD | 240.228 $ | -8.059 $ | 248.287 $ | +248.287 $ | ||
| LAM RESEARCH CORP | LRCX | 244.156 $ | +244.156 $ | ||||
| TransDigm Group INC | TDG | 230.654 $ | +230.654 $ | ||||
| AT&T INC. | T | 229.718 $ | +229.718 $ | ||||
| CONOCOPHILLIPS | COP | 212.078 $ | +212.078 $ | ||||
| FORD MOTOR CO | F | 120.133 $ | +120.133 $ | ||||
| UNITED STATES ANTIMONY CORP | UAMY | 66.383 $ | +66.383 $ | ||||
| SAN JUAN BASIN ROYALTY TRUST | SJT | 61.930 $ | +61.930 $ | ||||
| 444.261.690 $ | +115.699.660 $ | 331.098.036 $ | +70.183.622 $ | 260.914.414 $ | +260.914.414 $ | ||
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