| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 53.797.257 $ | +1.485.848 $ | 52.518.633 $ | +4.126.004 $ | 48.190.997 $ | +4.628.209 $ | 43.764.420 $ | +43.764.420 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 48.439.157 $ | +1.257.351 $ | 47.181.806 $ | +3.556.352 $ | 43.625.454 $ | +4.265.812 $ | 39.359.642 $ | +39.359.642 $ |
| ARES CAPITAL CORP | ARCC | 799.955 $ | -1.272 $ | 801.227 $ | -34.528 $ | 835.755 $ | +19.948 $ | 815.807 $ | +815.807 $ |
| APPFOLIO INC | APPF | 807.208 $ | +26.303 $ | 780.905 $ | +164.088 $ | 616.817 $ | -45.102 $ | 661.919 $ | +661.919 $ |
| BlackRock, Inc. | BLK | 737.614 $ | +4.077 $ | 733.537 $ | +36.788 $ | 696.749 $ | +33.774 $ | 662.975 $ | +662.975 $ |
| AMAZON COM INC | AMZN | 712.541 $ | +34.289 $ | 678.252 $ | +23.812 $ | 654.440 $ | +107.633 $ | 546.807 $ | +546.807 $ |
| ROYAL BANK OF CANADA | RY | 378.487 $ | +51.437 $ | 327.050 $ | +35.009 $ | 292.041 $ | +41.803 $ | 250.238 $ | +250.238 $ |
| SOUTHERN CO | SO | 290.524 $ | -23.465 $ | 313.989 $ | +10.740 $ | 303.249 $ | +214 $ | 303.035 $ | +303.035 $ |
| NVIDIA CORP | NVDA | 249.350 $ | -58.134 $ | 307.484 $ | +73.185 $ | 234.299 $ | +234.299 $ | ||
| ENBRIDGE INC | ENB | 253.312 $ | -52.783 $ | 306.095 $ | +31.179 $ | 274.916 $ | +10.558 $ | 264.358 $ | +264.358 $ |
| PennyMac Mortgage Investment Trust | PMT | 235.503 $ | +6.780 $ | 228.723 $ | -9.817 $ | 238.540 $ | -31.624 $ | 270.164 $ | +270.164 $ |
| EXXON MOBIL CORP | XOM | 242.143 $ | +16.413 $ | 225.730 $ | +14.131 $ | 211.599 $ | -20.868 $ | 232.467 $ | +232.467 $ |
| CHEVRON CORP | CVX | 225.033 $ | +225.033 $ | ||||||
| CITIGROUP INC | C | 218.293 $ | +1.903 $ | 216.390 $ | +9.252 $ | 207.138 $ | +11.762 $ | 195.376 $ | +195.376 $ |
| AbbVie Inc. | ABBV | 208.137 $ | -2.084 $ | 210.221 $ | +210.221 $ | ||||
| Duke Energy CORP | DUK | 207.224 $ | +5.592 $ | 201.632 $ | +201.632 $ | ||||
| 53.797.257 $ | +1.485.848 $ | 52.518.633 $ | +4.126.004 $ | 48.190.997 $ | +4.628.209 $ | 43.764.420 $ | +43.764.420 $ | ||
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