| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 388.211.282 $ | +20.099.179 $ | 368.995.113 $ | +42.069.554 $ | 340.732.449 $ | +44.893.429 $ | 296.075.175 $ | +296.075.175 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 374.892.564 $ | +17.851.764 $ | 357.040.800 $ | +40.253.262 $ | 316.787.538 $ | +32.281.949 $ | 284.505.589 $ | +284.505.589 $ |
| PRINCIPAL FINANCIAL GROUP INC | PFG | 13.586.585 $ | +10.576.452 $ | 3.010.133 $ | +3.010.133 $ | ||||
| NVIDIA CORP | NVDA | 2.134.717 $ | +796.728 $ | 1.337.989 $ | +232.992 $ | 1.104.997 $ | +389.901 $ | 715.096 $ | +715.096 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.142.021 $ | -132.425 $ | 1.274.446 $ | -846.426 $ | 2.120.872 $ | +768.651 $ | 1.352.221 $ | +1.352.221 $ |
| APPFOLIO INC | APPF | 2.013.697 $ | -95.935 $ | 2.109.632 $ | +374.292 $ | 1.735.340 $ | -151.661 $ | 1.887.001 $ | +1.887.001 $ |
| MICROSOFT CORP | MSFT | 1.249.918 $ | +28.849 $ | 1.221.069 $ | +84.236 $ | 1.136.833 $ | +272.120 $ | 864.713 $ | +864.713 $ |
| NISA INVESTMENT ADVISORS, LLC | 1.060.442 $ | +1.060.442 $ | |||||||
| PACCAR INC | PCAR | 930.785 $ | +95.110 $ | 835.675 $ | +27.709 $ | 807.966 $ | -19.634 $ | 827.600 $ | +827.600 $ |
| UNITEDHEALTH GROUP INC | UNH | 628.860 $ | +28.038 $ | 600.822 $ | +38.340 $ | 562.482 $ | -316.371 $ | 878.853 $ | +878.853 $ |
| ALPHA PRO TECH LTD | APT | 654.796 $ | +258.057 $ | 396.739 $ | +127.283 $ | 269.456 $ | +23.114 $ | 246.342 $ | +246.342 $ |
| iShares Bitcoin Trust ETF | IBIT | 641.677 $ | +226.067 $ | 415.610 $ | +169.791 $ | 245.819 $ | +245.819 $ | ||
| 3M CO | MMM | 611.102 $ | +18.780 $ | 592.322 $ | +264.549 $ | 327.773 $ | +26.269 $ | 301.504 $ | +301.504 $ |
| AMAZON COM INC | AMZN | 521.422 $ | +168.134 $ | 353.288 $ | +33.637 $ | 319.651 $ | +33.500 $ | 286.151 $ | +286.151 $ |
| Walmart Inc. | WMT | 476.723 $ | -3.021 $ | 479.744 $ | +30.445 $ | 449.299 $ | +45.904 $ | 403.395 $ | +403.395 $ |
| ORACLE CORP | ORCL | 253.383 $ | -158.915 $ | 412.298 $ | +128.079 $ | 284.219 $ | +284.219 $ | ||
| MORGAN STANLEY | MS | 359.694 $ | +359.694 $ | ||||||
| JOHNSON & JOHNSON | JNJ | 280.480 $ | +29.922 $ | 250.558 $ | +24.136 $ | 226.422 $ | +8.458 $ | 217.964 $ | +217.964 $ |
| TARGET CORP | TGT | 204.102 $ | -22.660 $ | 226.762 $ | -22.625 $ | 249.387 $ | -14.435 $ | 263.822 $ | +263.822 $ |
| SPS COMMERCE INC | SPSC | 259.187 $ | +259.187 $ | ||||||
| AMGEN INC | AMGN | 244.501 $ | +8.346 $ | 236.155 $ | +236.155 $ | ||||
| JPMORGAN CHASE & CO | JPM | 229.743 $ | +229.743 $ | ||||||
| XCEL ENERGY INC | XEL | 202.893 $ | -18.652 $ | 221.545 $ | +221.545 $ | ||||
| Strategy Inc | MSTR | 220.305 $ | +220.305 $ | ||||||
| Metaplanet Inc. | MPJPY | 49.217 $ | -24.682 $ | 73.899 $ | -143.790 $ | 217.689 $ | +217.689 $ | ||
| JGP Global Gestao de Recursos Ltda. | 202.806 $ | +202.806 $ | |||||||
| Wealth Group Ltd | 58.723 $ | +3.280 $ | 55.443 $ | +11.914 $ | 43.529 $ | +43.529 $ | |||
| tru Independence LLC | 19.453 $ | +1.290 $ | 18.163 $ | +5.610 $ | 12.553 $ | -15.464 $ | 28.017 $ | +28.017 $ | |
| CITIGROUP INC | C | 5.639 $ | -7.542 $ | 13.181 $ | +2.373 $ | 10.808 $ | +4.826 $ | 5.982 $ | +5.982 $ |
| Spectrum Asset Management, Inc. (NB/CA) | 1.902 $ | +496 $ | 1.406 $ | +394 $ | 1.012 $ | -96 $ | 1.108 $ | +1.108 $ | |
| Fisher Asset Management, LLC | 0 $ | +0 $ | 0 $ | +0 $ | |||||
| HUNTINGTON NATIONAL BANK | 0 $ | +0 $ | |||||||
| 388.211.282 $ | +20.099.179 $ | 368.995.113 $ | +42.069.554 $ | 340.732.449 $ | +44.893.429 $ | 296.075.175 $ | +296.075.175 $ | ||
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