| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 160.436.702 $ | +6.960.942 $ | 153.475.760 $ | -4.872.501 $ | 158.348.261 $ | +7.214.515 $ | 151.133.746 $ | +151.133.746 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 125.461.490 $ | +5.356.768 $ | 120.104.722 $ | +9.046.528 $ | 111.058.194 $ | +4.337.739 $ | 106.720.455 $ | +106.720.455 $ |
| McMill Wealth Management | 19.249.952 $ | +869.490 $ | 18.380.462 $ | -13.347.261 $ | 31.727.723 $ | +2.494.451 $ | 29.233.272 $ | +29.233.272 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 5.535.144 $ | -60.119 $ | 5.595.263 $ | +157.150 $ | 5.438.113 $ | -553.192 $ | 5.991.305 $ | +5.991.305 $ |
| NUCOR CORP | NUE | 2.231.167 $ | +313.322 $ | 1.917.845 $ | -1.668.448 $ | 3.586.293 $ | +249.969 $ | 3.336.324 $ | +3.336.324 $ |
| BlackRock, Inc. | BLK | 1.411.092 $ | +81.883 $ | 1.329.209 $ | +86.026 $ | 1.243.183 $ | +63.766 $ | 1.179.417 $ | +1.179.417 $ |
| APPFOLIO INC | APPF | 1.288.869 $ | +80.047 $ | 1.208.822 $ | +256.358 $ | 952.464 $ | -83.102 $ | 1.035.566 $ | +1.035.566 $ |
| MICROSOFT CORP | MSFT | 1.114.260 $ | -79.097 $ | 1.193.357 $ | +45.637 $ | 1.147.720 $ | +298.212 $ | 849.508 $ | +849.508 $ |
| AMAZON COM INC | AMZN | 880.117 $ | +46.410 $ | 833.707 $ | -585 $ | 834.292 $ | +118.153 $ | 716.139 $ | +716.139 $ |
| CATERPILLAR INC | CAT | 762.490 $ | +127.403 $ | 635.087 $ | +117.967 $ | 517.120 $ | +78.816 $ | 438.304 $ | +438.304 $ |
| PALATIN TECHNOLOGIES INC | PTNT | 712.778 $ | -18.726 $ | 731.504 $ | +111.303 $ | 620.201 $ | +197.526 $ | 422.675 $ | +422.675 $ |
| MCDONALDS CORP | MCD | 512.236 $ | +2.916 $ | 509.320 $ | +20.237 $ | 489.083 $ | -34.137 $ | 523.220 $ | +523.220 $ |
| LOCKHEED MARTIN CORP | LMT | 326.961 $ | -10.505 $ | 337.466 $ | +25.482 $ | 311.984 $ | +10.455 $ | 301.529 $ | +301.529 $ |
| RTX Corp | RTX | 321.500 $ | +28.171 $ | 293.329 $ | +38.069 $ | 255.260 $ | +23.720 $ | 231.540 $ | +231.540 $ |
| NVIDIA CORP | NVDA | 220.446 $ | -92 $ | 220.538 $ | +220.538 $ | ||||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 205.116 $ | +205.116 $ | |||||||
| FORD MOTOR CO | F | 203.084 $ | +17.955 $ | 185.129 $ | +18.498 $ | 166.631 $ | +12.139 $ | 154.492 $ | +154.492 $ |
| 160.436.702 $ | +6.960.942 $ | 153.475.760 $ | -4.872.501 $ | 158.348.261 $ | +7.214.515 $ | 151.133.746 $ | +151.133.746 $ | ||
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