| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q1 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 138.916.878 $ | +7.191.841 $ | 136.053.165 $ | +24.341.826 $ | 114.380.901 $ | +114.380.901 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 68.094.463 $ | +1.723.445 $ | 66.371.018 $ | +14.059.669 $ | 52.311.349 $ | +52.311.349 $ |
| APPFOLIO INC | APPF | 7.133.045 $ | +419.006 $ | 6.714.039 $ | +1.102.914 $ | 5.611.125 $ | +5.611.125 $ |
| ALPHA PRO TECH LTD | APT | 5.727.723 $ | +876.510 $ | 4.851.213 $ | +1.953.870 $ | 2.897.343 $ | +2.897.343 $ |
| MICROSOFT CORP | MSFT | 5.180.744 $ | -318.361 $ | 5.499.105 $ | +1.664.550 $ | 3.834.555 $ | +3.834.555 $ |
| ELI LILLY & Co | LLY | 5.471.485 $ | +1.543.374 $ | 3.928.111 $ | +813.439 $ | 3.114.672 $ | +3.114.672 $ |
| NVIDIA CORP | NVDA | 5.030.283 $ | +10.158 $ | 5.020.125 $ | +2.520.231 $ | 2.499.894 $ | +2.499.894 $ |
| JPMORGAN CHASE & CO | JPM | 4.865.809 $ | +126.396 $ | 4.739.413 $ | +1.319.456 $ | 3.419.957 $ | +3.419.957 $ |
| AbbVie Inc. | ABBV | 4.227.149 $ | -68.378 $ | 4.295.527 $ | +890.556 $ | 3.404.971 $ | +3.404.971 $ |
| AMAZON COM INC | AMZN | 4.253.089 $ | +278.652 $ | 3.974.437 $ | +683.700 $ | 3.290.737 $ | +3.290.737 $ |
| Walmart Inc. | WMT | 4.119.549 $ | +347.710 $ | 3.771.839 $ | +741.062 $ | 3.030.777 $ | +3.030.777 $ |
| ORACLE CORP | ORCL | 4.022.488 $ | +2.126.516 $ | 1.895.972 $ | +1.895.972 $ | ||
| BERKSHIRE HATHAWAY INC | BRK-B | 2.103.590 $ | -65.733 $ | 2.169.323 $ | -1.672.177 $ | 3.841.500 $ | +3.841.500 $ |
| EXXON MOBIL CORP | XOM | 2.871.304 $ | +828 $ | 2.870.476 $ | -499.926 $ | 3.370.402 $ | +3.370.402 $ |
| MCDONALDS CORP | MCD | 3.340.724 $ | +1.556 $ | 3.339.168 $ | +291.663 $ | 3.047.505 $ | +3.047.505 $ |
| AMGEN INC | AMGN | 2.200.945 $ | +165.648 $ | 2.035.297 $ | -969.905 $ | 3.005.202 $ | +3.005.202 $ |
| STRYKER CORP | SYK | 2.716.050 $ | -243.744 $ | 2.959.794 $ | +422.015 $ | 2.537.779 $ | +2.537.779 $ |
| PROCTER & GAMBLE Co | PG | 334.316 $ | +28.734 $ | 305.582 $ | -2.422.300 $ | 2.727.882 $ | +2.727.882 $ |
| LOCKHEED MARTIN CORP | LMT | 2.115.159 $ | -390.368 $ | 2.505.527 $ | -116.540 $ | 2.622.067 $ | +2.622.067 $ |
| COCA COLA CO | KO | 2.148.733 $ | -55.585 $ | 2.204.318 $ | +10.624 $ | 2.193.694 $ | +2.193.694 $ |
| UNITEDHEALTH GROUP INC | UNH | 1.986.205 $ | +1.986.205 $ | ||||
| CATERPILLAR INC | CAT | 1.553.963 $ | +1.162.930 $ | 391.033 $ | +391.033 $ | ||
| RTX Corp | RTX | 1.482.121 $ | +1.209.481 $ | 272.640 $ | +56.816 $ | 215.824 $ | +215.824 $ |
| GOLDMAN SACHS GROUP INC | GS | 1.329.100 $ | +644.239 $ | 684.861 $ | +216.690 $ | 468.171 $ | +468.171 $ |
| VERIZON COMMUNICATIONS INC | VZ | 732.733 $ | -226.696 $ | 959.429 $ | +535.222 $ | 424.207 $ | +424.207 $ |
| CHEVRON CORP | CVX | 357.401 $ | +7.222 $ | 350.179 $ | -244.537 $ | 594.716 $ | +594.716 $ |
| PEPSICO INC | PEP | 297.517 $ | -10.047 $ | 307.564 $ | -178.242 $ | 485.806 $ | +485.806 $ |
| JOHNSON & JOHNSON | JNJ | 380.668 $ | +5.378 $ | 375.290 $ | -10.122 $ | 385.412 $ | +385.412 $ |
| PFIZER INC | PFE | 349.472 $ | +12.499 $ | 336.973 $ | +336.973 $ | ||
| AT&T INC. | T | 345.751 $ | +345.751 $ | ||||
| NEXTERA ENERGY INC | NEE | 337.606 $ | +337.606 $ | ||||
| ARES CAPITAL CORP | ARCC | 305.640 $ | +305.640 $ | ||||
| MPLX LP | MPLX | 250.839 $ | +6.084 $ | 244.755 $ | +3.915 $ | 240.840 $ | +240.840 $ |
| Mastercard Inc | MA | 248.904 $ | +903 $ | 248.001 $ | +9.021 $ | 238.980 $ | +238.980 $ |
| 138.916.878 $ | +7.191.841 $ | 136.053.165 $ | +24.341.826 $ | 114.380.901 $ | +114.380.901 $ | ||
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