| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 222.912.964 $ | +5.263.048 $ | -1,9 % | 217.885.169 $ | +217.885.169 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 198.715.010 $ | +6.249.554 $ | +3,2 % | 192.465.456 $ | +192.465.456 $ | |
| BlackRock, Inc. | BLK | 9.699.463 $ | -563.546 $ | -5,5 % | 10.263.009 $ | +10.263.009 $ | |
| MICROSOFT CORP | MSFT | 6.443.396 $ | -495.286 $ | -7,1 % | 6.938.682 $ | +6.938.682 $ | |
| NVIDIA CORP | NVDA | 2.367.749 $ | -550 $ | -0,0 % | 2.368.299 $ | +2.368.299 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.509.600 $ | +10.000 $ | +0,7 % | 1.499.600 $ | +1.499.600 $ | |
| AMAZON COM INC | AMZN | 952.807 $ | +23.116 $ | +2,5 % | 929.691 $ | +929.691 $ | |
| APPFOLIO INC | APPF | 832.356 $ | +26.132 $ | +3,2 % | 806.224 $ | +806.224 $ | |
| ELI LILLY & Co | LLY | 290.164 $ | -405.035 $ | -58,3 % | 695.199 $ | +695.199 $ | |
| REALTY INCOME CORP | O | 622.942 $ | +151.126 $ | +32,0 % | 471.816 $ | +471.816 $ | |
| JOHNSON & JOHNSON | JNJ | 591.380 $ | +50.436 $ | +9,3 % | 540.944 $ | +540.944 $ | |
| NICOLET BANKSHARES INC | NIC | 398.465 $ | -33.648 $ | -7,8 % | 432.113 $ | +432.113 $ | |
| STARBUCKS CORP | SBUX | 251.328 $ | +12.445 $ | +5,2 % | 238.883 $ | +238.883 $ | |
| CITIGROUP INC | C | 238.304 $ | +238.304 $ | ||||
| Walmart Inc. | WMT | 235.253 $ | +235.253 $ | ||||
| 222.912.964 $ | +5.263.048 $ | -1,9 % | 217.885.169 $ | +217.885.169 $ | |||