| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 85.069.787 $ | +3.329.352 $ | 81.943.001 $ | +2.155.414 $ | 80.019.618 $ | +6.536.260 $ | 73.483.358 $ | +73.483.358 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 43.642.404 $ | -728.231 $ | 44.370.635 $ | +134.050 $ | 44.236.585 $ | +3.686.703 $ | 40.549.882 $ | +40.549.882 $ |
| MORGAN STANLEY | MS | 19.262.150 $ | +519.982 $ | 18.742.168 $ | +648.147 $ | 18.094.021 $ | +952.591 $ | 17.141.430 $ | +17.141.430 $ |
| APPFOLIO INC | APPF | 3.341.915 $ | +188.013 $ | 3.153.902 $ | +371.768 $ | 2.782.134 $ | -278.713 $ | 3.060.847 $ | +3.060.847 $ |
| RAYMOND JAMES FINANCIAL INC | RJF | 3.250.638 $ | +878.876 $ | 2.371.762 $ | +1.085.216 $ | 1.286.546 $ | +416.329 $ | 870.217 $ | +870.217 $ |
| AMAZON COM INC | AMZN | 2.694.362 $ | +107.608 $ | 2.586.754 $ | +47.754 $ | 2.539.000 $ | +232.288 $ | 2.306.712 $ | +2.306.712 $ |
| GOLDMAN SACHS GROUP INC | GS | 2.396.925 $ | +917.276 $ | 1.479.649 $ | -220.971 $ | 1.700.620 $ | -31.547 $ | 1.732.167 $ | +1.732.167 $ |
| BARCLAYS PLC | BCS | 1.483.389 $ | -269.087 $ | 1.752.476 $ | -236.324 $ | 1.988.800 $ | -138.816 $ | 2.127.616 $ | +2.127.616 $ |
| BlackRock, Inc. | BLK | 1.966.019 $ | +986.646 $ | 979.373 $ | -328.967 $ | 1.308.340 $ | +1.040.545 $ | 267.795 $ | +267.795 $ |
| NVIDIA CORP | NVDA | 1.244.813 $ | -45.103 $ | 1.289.916 $ | +210.778 $ | 1.079.138 $ | +329.330 $ | 749.808 $ | +749.808 $ |
| JPMORGAN CHASE & CO | JPM | 770.883 $ | +27.020 $ | 743.863 $ | +49.278 $ | 694.585 $ | +36.977 $ | 657.608 $ | +657.608 $ |
| SPS COMMERCE INC | SPSC | 689.579 $ | +89.190 $ | 600.389 $ | +90.104 $ | 510.285 $ | +37.447 $ | 472.838 $ | +472.838 $ |
| Walt Disney Co | DIS | 521.151 $ | -21.091 $ | 542.242 $ | -75.769 $ | 618.011 $ | +93.365 $ | 524.646 $ | +524.646 $ |
| MICROSOFT CORP | MSFT | 479.651 $ | -47.859 $ | 527.510 $ | -42.190 $ | 569.700 $ | +77.764 $ | 491.936 $ | +491.936 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 413.178 $ | -35.266 $ | 448.444 $ | +25.338 $ | 423.106 $ | -32.250 $ | 455.356 $ | +455.356 $ |
| JOHNSON & JOHNSON | JNJ | 327.947 $ | +34.242 $ | 293.705 $ | +40.598 $ | 253.107 $ | -200.797 $ | 453.904 $ | +453.904 $ |
| EXXON MOBIL CORP | XOM | 439.678 $ | +21.980 $ | 417.698 $ | +17.197 $ | 400.501 $ | -50.457 $ | 450.958 $ | +450.958 $ |
| COMMONWEALTH EQUITY SERVICES, LLC | 438.419 $ | +438.419 $ | |||||||
| CATERPILLAR INC | CAT | 366.637 $ | +37.403 $ | 329.234 $ | +61.369 $ | 267.865 $ | +7.323 $ | 260.542 $ | +260.542 $ |
| Walmart Inc. | WMT | 354.240 $ | +26.550 $ | 327.690 $ | +70.586 $ | 257.104 $ | +26.304 $ | 230.800 $ | +230.800 $ |
| StoneX Group Inc. | SNEX | 235.472 $ | -52.808 $ | 288.280 $ | -52.900 $ | 341.180 $ | +110.264 $ | 230.916 $ | +230.916 $ |
| ALPHA PRO TECH LTD | APT | 334.526 $ | +45.676 $ | 288.850 $ | +69.596 $ | 219.254 $ | +219.254 $ | ||
| COCA COLA CO | KO | 232.031 $ | -2.845 $ | 234.876 $ | +234.876 $ | ||||
| AT&T INC. | T | 202.566 $ | -15.139 $ | 217.705 $ | +5.201 $ | 212.504 $ | +212.504 $ | ||
| GENERAL ELECTRIC CO | GE | 210.859 $ | +4.964 $ | 205.895 $ | +205.895 $ | ||||
| CITIGROUP INC | C | 204.952 $ | +204.952 $ | ||||||
| 85.069.787 $ | +3.329.352 $ | 81.943.001 $ | +2.155.414 $ | 80.019.618 $ | +6.536.260 $ | 73.483.358 $ | +73.483.358 $ | ||
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