| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 123.093.597 $ | +4.368.658 $ | 118.724.939 $ | +8.686.251 $ | 110.038.688 $ | +14.868.324 $ | 95.377.475 $ | +95.377.475 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 63.619.150 $ | +3.351.417 $ | 60.267.733 $ | +1.739.947 $ | 58.527.786 $ | +3.988.480 $ | 54.539.306 $ | +54.539.306 $ |
| MORGAN STANLEY | MS | 23.883.498 $ | -1.589.391 $ | 25.472.889 $ | +1.286.481 $ | 24.186.408 $ | +11.451.975 $ | 12.734.433 $ | +12.734.433 $ |
| APPFOLIO INC | APPF | 23.815.555 $ | +1.210.961 $ | 22.604.594 $ | +3.975.101 $ | 18.629.493 $ | -1.539.972 $ | 20.169.465 $ | +20.169.465 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 2.264.400 $ | +1.800 $ | 2.262.600 $ | +76.200 $ | 2.186.400 $ | -208.925 $ | 2.395.325 $ | +2.395.325 $ |
| ALPHA PRO TECH LTD | APT | 1.761.079 $ | +406.688 $ | 1.354.391 $ | +370.154 $ | 984.237 $ | +753.017 $ | 231.220 $ | +231.220 $ |
| Walmart Inc. | WMT | 1.420.569 $ | +114.302 $ | 1.306.267 $ | +66.923 $ | 1.239.344 $ | +126.621 $ | 1.112.723 $ | +1.112.723 $ |
| EXXON MOBIL CORP | XOM | 1.232.402 $ | +83.028 $ | 1.149.374 $ | +50.461 $ | 1.098.913 $ | -113.459 $ | 1.212.372 $ | +1.212.372 $ |
| JPMORGAN CHASE & CO | JPM | 1.022.404 $ | +29.746 $ | 992.658 $ | +80.311 $ | 912.347 $ | +140.388 $ | 771.959 $ | +771.959 $ |
| SPS COMMERCE INC | SPSC | 837.007 $ | +837.007 $ | ||||||
| CHEVRON CORP | CVX | 528.558 $ | -9.988 $ | 538.546 $ | +41.963 $ | 496.583 $ | -83.579 $ | 580.162 $ | +580.162 $ |
| BlackRock, Inc. | BLK | 483.825 $ | -74.082 $ | 557.907 $ | +557.907 $ | ||||
| JOHNSON & JOHNSON | JNJ | 450.374 $ | +43.888 $ | 406.486 $ | +71.621 $ | 334.865 $ | -28.697 $ | 363.562 $ | +363.562 $ |
| AMAZON COM INC | AMZN | 366.773 $ | +40.931 $ | 325.842 $ | +267 $ | 325.575 $ | +73.671 $ | 251.904 $ | +251.904 $ |
| Duke Energy CORP | DUK | 339.440 $ | -13.619 $ | 353.059 $ | +16.405 $ | 336.654 $ | -11.326 $ | 347.980 $ | +347.980 $ |
| iShares Bitcoin Trust ETF | IBIT | 267.614 $ | -76.236 $ | 343.850 $ | +343.850 $ | ||||
| MICROSOFT CORP | MSFT | 334.665 $ | -5.110 $ | 339.775 $ | +13.474 $ | 326.301 $ | +95.812 $ | 230.489 $ | +230.489 $ |
| AMERICAN EXPRESS CO | AXP | 242.250 $ | +5.812 $ | 236.438 $ | +9.382 $ | 227.056 $ | +227.056 $ | ||
| COCA COLA CO | KO | 224.034 $ | +11.504 $ | 212.530 $ | -14.196 $ | 226.726 $ | -2.738 $ | 229.464 $ | +229.464 $ |
| UNITED PARCEL SERVICE INC | UPS | 207.111 $ | +207.111 $ | ||||||
| 123.093.597 $ | +4.368.658 $ | 118.724.939 $ | +8.686.251 $ | 110.038.688 $ | +14.868.324 $ | 95.377.475 $ | +95.377.475 $ | ||
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