| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 257.500.978 $ | +16.802.214 $ | 243.349.734 $ | +20.653.543 $ | 229.949.283 $ | +5.262.543 $ | 225.098.385 $ | +225.098.385 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 94.507.877 $ | +10.174.956 $ | 84.332.921 $ | +8.942.582 $ | 75.390.339 $ | +1.869.127 $ | 73.521.212 $ | +73.521.212 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 22.605.176 $ | -207.657 $ | 22.812.833 $ | -252.643 $ | 23.065.476 $ | -2.285.454 $ | 25.350.930 $ | +25.350.930 $ |
| MICROSOFT CORP | MSFT | 17.146.715 $ | -3.803.753 $ | 20.950.468 $ | +574.816 $ | 20.375.652 $ | +5.046.481 $ | 15.329.171 $ | +15.329.171 $ |
| APPFOLIO INC | APPF | 15.382.848 $ | +905.921 $ | 14.476.927 $ | +2.700.627 $ | 11.776.300 $ | -1.110.687 $ | 12.886.987 $ | +12.886.987 $ |
| ALPHA PRO TECH LTD | APT | 14.191.624 $ | +2.804.276 $ | 11.387.348 $ | +3.062.840 $ | 8.324.508 $ | +898.392 $ | 7.426.116 $ | +7.426.116 $ |
| ISHARES GOLD TRUST | IAU | 11.942.867 $ | +2.188.703 $ | 9.754.164 $ | +2.575.468 $ | 7.178.696 $ | +391.398 $ | 6.787.298 $ | +6.787.298 $ |
| LOCKHEED MARTIN CORP | LMT | 10.265.214 $ | -308.209 $ | 10.573.423 $ | +656.488 $ | 9.916.935 $ | +445.533 $ | 9.471.402 $ | +9.471.402 $ |
| Palo Alto Networks Inc | PANW | 8.930.384 $ | -699.620 $ | 9.630.004 $ | -58.268 $ | 9.688.272 $ | +1.517.844 $ | 8.170.428 $ | +8.170.428 $ |
| AMAZON COM INC | AMZN | 8.858.872 $ | +453.074 $ | 8.405.798 $ | -162.259 $ | 8.568.057 $ | +1.040.420 $ | 7.527.637 $ | +7.527.637 $ |
| PROCTER & GAMBLE Co | PG | 7.322.230 $ | -394.392 $ | 7.716.622 $ | -353.393 $ | 8.070.015 $ | -546.274 $ | 8.616.289 $ | +8.616.289 $ |
| PEPSICO INC | PEP | 7.306.927 $ | +21.078 $ | 7.285.849 $ | +378.261 $ | 6.907.588 $ | -870.572 $ | 7.778.160 $ | +7.778.160 $ |
| CHEVRON CORP | CVX | 6.375.584 $ | +294.915 $ | 6.080.669 $ | +434.524 $ | 5.646.145 $ | -1.091.821 $ | 6.737.966 $ | +6.737.966 $ |
| JPMORGAN CHASE & CO | JPM | 5.393.964 $ | +89.673 $ | 5.304.291 $ | +404.472 $ | 4.899.819 $ | +768.633 $ | 4.131.186 $ | +4.131.186 $ |
| SHERWIN WILLIAMS CO | SHW | 4.870.479 $ | -165.746 $ | 5.036.225 $ | +761 $ | 5.035.464 $ | -77.194 $ | 5.112.658 $ | +5.112.658 $ |
| Accenture plc | ACN | 4.124.383 $ | -189.882 $ | 4.314.265 $ | +4.314.265 $ | ||||
| SOUTHERN CO | SO | 3.925.369 $ | -221.807 $ | 4.147.176 $ | +156.111 $ | 3.991.065 $ | +178.206 $ | 3.812.859 $ | +3.812.859 $ |
| Zoetis Inc. | ZTS | 3.128.709 $ | -310.842 $ | 3.439.551 $ | +3.439.551 $ | ||||
| CONOCOPHILLIPS | COP | 2.650.970 $ | +18.579 $ | 2.632.391 $ | -621.041 $ | 3.253.432 $ | +3.253.432 $ | ||
| VERIZON COMMUNICATIONS INC | VZ | 2.546.514 $ | -168.012 $ | 2.714.526 $ | -37.641 $ | 2.752.167 $ | -99.716 $ | 2.851.883 $ | +2.851.883 $ |
| NEXTERA ENERGY INC | NEE | 2.771.711 $ | +171.241 $ | 2.600.470 $ | +162.656 $ | 2.437.814 $ | -81.848 $ | 2.519.662 $ | +2.519.662 $ |
| PFIZER INC | PFE | 2.717.902 $ | +2.441.550 $ | 276.352 $ | +16.683 $ | 259.669 $ | +614 $ | 259.055 $ | +259.055 $ |
| BRADY CORP | BRC | 2.119.987 $ | +2.119.987 $ | ||||||
| EXXON MOBIL CORP | XOM | 1.359.087 $ | +121.974 $ | 1.237.113 $ | +41.226 $ | 1.195.887 $ | -54.014 $ | 1.249.901 $ | +1.249.901 $ |
| JOHNSON & JOHNSON | JNJ | 1.002.343 $ | +103.245 $ | 899.098 $ | +158.493 $ | 740.605 $ | -13.556 $ | 754.161 $ | +754.161 $ |
| Duke Energy CORP | DUK | 1.001.338 $ | +115.937 $ | 885.401 $ | +78.093 $ | 807.308 $ | -26.768 $ | 834.076 $ | +834.076 $ |
| ELI LILLY & Co | LLY | 901.027 $ | +367.712 $ | 533.315 $ | +533.315 $ | ||||
| COCA COLA CO | KO | 701.689 $ | +37.927 $ | 663.762 $ | -52.744 $ | 716.506 $ | -14.607 $ | 731.113 $ | +731.113 $ |
| NVIDIA CORP | NVDA | 730.707 $ | +2.111 $ | 728.596 $ | +153.828 $ | 574.768 $ | +186.767 $ | 388.001 $ | +388.001 $ |
| ALBEMARLE CORP | ALB | 631.388 $ | +190.799 $ | 440.589 $ | +27.970 $ | 412.619 $ | -217.268 $ | 629.887 $ | +629.887 $ |
| ASML HOLDING NV | ASML | 595.912 $ | +40.228 $ | 555.684 $ | +274.396 $ | 281.288 $ | +281.288 $ | ||
| NICOLET BANKSHARES INC | NIC | 411.645 $ | +411.645 $ | ||||||
| MCKESSON CORP | MCK | 410.145 $ | +23.875 $ | 386.270 $ | +19.880 $ | 366.390 $ | +29.895 $ | 336.495 $ | +336.495 $ |
| INTUITIVE SURGICAL INC | ISRG | 256.561 $ | +53.966 $ | 202.595 $ | -41.940 $ | 244.535 $ | +21.663 $ | 222.872 $ | +222.872 $ |
| SPS COMMERCE INC | SPSC | 248.486 $ | +25.606 $ | 222.880 $ | +222.880 $ | ||||
| RTX Corp | RTX | 243.188 $ | +21.308 $ | 221.880 $ | +8.399 $ | 213.481 $ | +213.481 $ | ||
| MCDONALDS CORP | MCD | 236.863 $ | +1.348 $ | 235.515 $ | +9.083 $ | 226.432 $ | -15.655 $ | 242.087 $ | +242.087 $ |
| 257.500.978 $ | +16.802.214 $ | 243.349.734 $ | +20.653.543 $ | 229.949.283 $ | +5.262.543 $ | 225.098.385 $ | +225.098.385 $ | ||
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