| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 132.568.018 $ | +1.352.841 $ | 131.884.170 $ | +28.356.999 $ | 103.101.778 $ | -8.573.180 $ | 112.100.351 $ | +112.100.351 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 83.187.405 $ | +2.920.079 $ | 80.267.326 $ | +19.606.431 $ | 60.660.895 $ | -8.866.891 $ | 69.527.786 $ | +69.527.786 $ |
| APPFOLIO INC | APPF | 10.839.924 $ | +668.637 $ | 10.171.287 $ | +2.155.528 $ | 8.015.759 $ | -693.058 $ | 8.708.817 $ | +8.708.817 $ |
| MICROSOFT CORP | MSFT | 5.633.053 $ | -1.779.514 $ | 7.412.567 $ | +1.596.019 $ | 5.816.548 $ | +1.478.552 $ | 4.337.996 $ | +4.337.996 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 4.664.914 $ | -108.692 $ | 4.773.606 $ | +1.849.611 $ | 2.923.995 $ | -1.968.922 $ | 4.892.917 $ | +4.892.917 $ |
| NVIDIA CORP | NVDA | 3.318.314 $ | +137.621 $ | 3.180.693 $ | -490.079 $ | 3.670.772 $ | +1.192.337 $ | 2.478.435 $ | +2.478.435 $ |
| ISHARES GOLD TRUST | IAU | 3.086.408 $ | +292.768 $ | 2.793.640 $ | +387.417 $ | 2.406.223 $ | +151.887 $ | 2.254.336 $ | +2.254.336 $ |
| JOHNSON & JOHNSON | JNJ | 2.144.172 $ | +199.469 $ | 1.944.703 $ | +763.279 $ | 1.181.424 $ | -153.158 $ | 1.334.582 $ | +1.334.582 $ |
| JPMORGAN CHASE & CO | JPM | 1.494.073 $ | -294.302 $ | 1.788.375 $ | +188.183 $ | 1.600.192 $ | +177.372 $ | 1.422.820 $ | +1.422.820 $ |
| PROCTER & GAMBLE Co | PG | 1.276.130 $ | -93.296 $ | 1.369.426 $ | -56.146 $ | 1.425.572 $ | -97.841 $ | 1.523.413 $ | +1.523.413 $ |
| BOEING CO | BA | 1.327.167 $ | +7.238 $ | 1.319.929 $ | +39.157 $ | 1.280.772 $ | +204.159 $ | 1.076.613 $ | +1.076.613 $ |
| AMAZON COM INC | AMZN | 1.153.408 $ | +56.656 $ | 1.096.752 $ | +72.420 $ | 1.024.332 $ | +138.291 $ | 886.041 $ | +886.041 $ |
| EQUIFAX INC | EFX | 857.780 $ | -154.380 $ | 1.012.160 $ | -9.499 $ | 1.021.659 $ | +63.798 $ | 957.861 $ | +957.861 $ |
| SBA COMMUNICATIONS CORP | SBAC | 649.731 $ | -111.875 $ | 761.606 $ | -210.397 $ | 972.003 $ | +39.381 $ | 932.622 $ | +932.622 $ |
| AMGEN INC | AMGN | 929.307 $ | +130.810 $ | 798.497 $ | +32.703 $ | 765.794 $ | -109.119 $ | 874.913 $ | +874.913 $ |
| EXXON MOBIL CORP | XOM | 738.939 $ | +48.847 $ | 690.092 $ | +19.412 $ | 670.680 $ | -114.230 $ | 784.910 $ | +784.910 $ |
| ORACLE CORP | ORCL | 563.681 $ | -193.419 $ | 757.100 $ | +757.100 $ | ||||
| MCDONALDS CORP | MCD | 634.429 $ | -95.035 $ | 729.464 $ | +212.290 $ | 517.174 $ | -41.911 $ | 559.085 $ | +559.085 $ |
| 3M CO | MMM | 715.763 $ | +23.688 $ | 692.075 $ | +39.719 $ | 652.356 $ | +966 $ | 651.390 $ | +651.390 $ |
| Walt Disney Co | DIS | 572.865 $ | -15.126 $ | 587.991 $ | -121.767 $ | 709.758 $ | +138.641 $ | 571.117 $ | +571.117 $ |
| Walmart Inc. | WMT | 661.109 $ | +37.285 $ | 623.824 $ | +32.693 $ | 591.131 $ | +61.781 $ | 529.350 $ | +529.350 $ |
| UNITEDHEALTH GROUP INC | UNH | 535.229 $ | -22.526 $ | 557.755 $ | +180.505 $ | 377.250 $ | -253.034 $ | 630.284 $ | +630.284 $ |
| CINTAS CORP | CTAS | 527.147 $ | -48.105 $ | 575.252 $ | -48.038 $ | 623.290 $ | +49.450 $ | 573.840 $ | +573.840 $ |
| SOUTHERN CO | SO | 516.641 $ | -63.805 $ | 580.446 $ | +8.824 $ | 571.622 $ | +1.736 $ | 569.886 $ | +569.886 $ |
| Duke Energy CORP | DUK | 537.749 $ | -29.562 $ | 567.311 $ | +26.757 $ | 540.554 $ | -17.769 $ | 558.323 $ | +558.323 $ |
| BlackRock, Inc. | BLK | 227.564 $ | -269.368 $ | 496.932 $ | +496.932 $ | ||||
| NEXTERA ENERGY INC | NEE | 455.188 $ | +27.160 $ | 428.028 $ | +34.417 $ | 393.611 $ | -8.335 $ | 401.946 $ | +401.946 $ |
| CHEVRON CORP | CVX | 364.119 $ | -6.215 $ | 370.334 $ | +1.660 $ | 368.674 $ | -61.309 $ | 429.983 $ | +429.983 $ |
| GENERAL ELECTRIC CO | GE | 409.154 $ | +9.580 $ | 399.574 $ | +57.690 $ | 341.884 $ | +76.034 $ | 265.850 $ | +265.850 $ |
| STRYKER CORP | SYK | 351.470 $ | -18.200 $ | 369.670 $ | -25.960 $ | 395.630 $ | +23.380 $ | 372.250 $ | +372.250 $ |
| SPS COMMERCE INC | SPSC | 391.158 $ | +57.372 $ | 333.786 $ | +60.963 $ | 272.823 $ | +49.226 $ | 223.597 $ | +223.597 $ |
| KROGER CO | KR | 307.000 $ | -22.799 $ | 329.799 $ | -19.624 $ | 349.423 $ | +20.959 $ | 328.464 $ | +328.464 $ |
| VERIZON COMMUNICATIONS INC | VZ | 286.637 $ | -21.217 $ | 307.854 $ | +14.561 $ | 293.293 $ | -44.085 $ | 337.378 $ | +337.378 $ |
| GOLDMAN SACHS GROUP INC | GS | 336.167 $ | +32.609 $ | 303.558 $ | +34.758 $ | 268.800 $ | +61.987 $ | 206.813 $ | +206.813 $ |
| PFIZER INC | PFE | 311.790 $ | -18.354 $ | 330.144 $ | +17.546 $ | 312.598 $ | -18.111 $ | 330.709 $ | +330.709 $ |
| Strategy Inc | MSTR | 259.057 $ | -65.944 $ | 325.001 $ | +6.751 $ | 318.250 $ | +318.250 $ | ||
| CONOCOPHILLIPS | COP | 224.494 $ | -92.716 $ | 317.210 $ | +110.511 $ | 206.699 $ | +206.699 $ | ||
| AT&T INC. | T | 266.391 $ | -34.966 $ | 301.357 $ | -14.980 $ | 316.337 $ | +2.666 $ | 313.671 $ | +313.671 $ |
| AbbVie Inc. | ABBV | 270.304 $ | -3.608 $ | 273.912 $ | +24.996 $ | 248.916 $ | -42.317 $ | 291.233 $ | +291.233 $ |
| DEERE & CO | DE | 242.384 $ | +4.695 $ | 237.689 $ | -26.252 $ | 263.941 $ | +20.686 $ | 243.255 $ | +243.255 $ |
| PEPSICO INC | PEP | 249.411 $ | -827 $ | 250.238 $ | +16.461 $ | 233.777 $ | -29.886 $ | 263.663 $ | +263.663 $ |
| COCA COLA CO | KO | 201.133 $ | -26.411 $ | 227.544 $ | -18.194 $ | 245.738 $ | -1.180 $ | 246.918 $ | +246.918 $ |
| INTEL CORP | INTC | 246.755 $ | +21.160 $ | 225.595 $ | +225.595 $ | ||||
| YUM BRANDS INC | YUM | 227.537 $ | -390 $ | 227.927 $ | +6.404 $ | 221.523 $ | -12.979 $ | 234.502 $ | +234.502 $ |
| Ingredion Inc | INGR | 207.329 $ | -22.725 $ | 230.054 $ | +915 $ | 229.139 $ | +229.139 $ | ||
| BALL Corp | BALL | 222.474 $ | +10.710 $ | 211.764 $ | -6.930 $ | 218.694 $ | +218.694 $ | ||
| Phillips 66 | PSX | 209.076 $ | -11.309 $ | 220.385 $ | +220.385 $ | ||||
| EVERSOURCE ENERGY | ES | 202.607 $ | +202.607 $ | ||||||
| RTX Corp | RTX | 202.474 $ | +202.474 $ | ||||||
| 132.568.018 $ | +1.352.841 $ | 131.884.170 $ | +28.356.999 $ | 103.101.778 $ | -8.573.180 $ | 112.100.351 $ | +112.100.351 $ | ||
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