| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 97.593.693 $ | +827.275 $ | 96.766.418 $ | +8.900.346 $ | 87.866.072 $ | -4.679.557 $ | 92.545.629 $ | +92.545.629 $ | ||
| MORGAN STANLEY | MS | 44.568.812 $ | +507.746 $ | 44.061.066 $ | +3.942.007 $ | 40.119.059 $ | +2.114.040 $ | 38.005.019 $ | +38.005.019 $ |
| BANK OF AMERICA CORP /DE/ | BAC | 34.859.802 $ | -602.258 $ | 35.462.060 $ | +4.415.727 $ | 31.046.333 $ | -9.241.865 $ | 40.288.198 $ | +40.288.198 $ |
| BARCLAYS PLC | BCS | 14.689.812 $ | +819.986 $ | 13.869.826 $ | +265.578 $ | 13.604.248 $ | +2.347.077 $ | 11.257.171 $ | +11.257.171 $ |
| APPFOLIO INC | APPF | 897.954 $ | +61.240 $ | 836.714 $ | +162.525 $ | 674.189 $ | -53.953 $ | 728.142 $ | +728.142 $ |
| AMAZON COM INC | AMZN | 552.583 $ | +30.006 $ | 522.577 $ | +429 $ | 522.148 $ | +69.329 $ | 452.819 $ | +452.819 $ |
| RAYMOND JAMES FINANCIAL INC | RJF | 483.678 $ | +8.108 $ | 475.570 $ | +3.800 $ | 471.770 $ | +116 $ | 471.654 $ | +471.654 $ |
| Walmart Inc. | WMT | 469.178 $ | +35.398 $ | 433.780 $ | +22.224 $ | 411.556 $ | +42.048 $ | 369.508 $ | +369.508 $ |
| MICROSOFT CORP | MSFT | 316.818 $ | -20.367 $ | 337.185 $ | +63.112 $ | 274.073 $ | +67.984 $ | 206.089 $ | +206.089 $ |
| Duke Energy CORP | DUK | 293.611 $ | -16.383 $ | 309.994 $ | +14.404 $ | 295.590 $ | -9.945 $ | 305.535 $ | +305.535 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 234.235 $ | +2.975 $ | 231.260 $ | +7.806 $ | 223.454 $ | -21.533 $ | 244.987 $ | +244.987 $ |
| Mastercard Inc | MA | 227.210 $ | +824 $ | 226.386 $ | +2.734 $ | 223.652 $ | +7.145 $ | 216.507 $ | +216.507 $ |
| 97.593.693 $ | +827.275 $ | 96.766.418 $ | +8.900.346 $ | 87.866.072 $ | -4.679.557 $ | 92.545.629 $ | +92.545.629 $ | ||
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