| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 70.384.698 $ | -1.678.295 $ | +5,6 % | 72.062.993 $ | +6.059.329 $ | +11,5 % | 66.463.920 $ | +7.981.414 $ | +8,8 % | ||
| MORGAN STANLEY | MS | 25.939.051 $ | -2.487.185 $ | -8,7 % | 28.426.236 $ | +732.983 $ | +2,6 % | 27.693.253 $ | +5.992.566 $ | +27,6 % |
| BANK OF AMERICA CORP /DE/ | BAC | 14.625.222 $ | +394.884 $ | +2,8 % | 14.230.338 $ | +1.948.313 $ | +15,9 % | 12.282.025 $ | -1.064.777 $ | -8,0 % |
| APPFOLIO INC | APPF | 7.277.869 $ | +721.659 $ | +11,0 % | 6.556.210 $ | +1.237.373 $ | +23,3 % | 5.318.837 $ | -359.643 $ | -6,3 % |
| RAYMOND JAMES FINANCIAL INC | RJF | 4.131.734 $ | -975.223 $ | -19,1 % | 5.106.957 $ | +431.844 $ | +9,2 % | 4.675.113 $ | +1.222.571 $ | +35,4 % |
| GOLDMAN SACHS GROUP INC | GS | 3.408.263 $ | +63.120 $ | +1,9 % | 3.345.143 $ | +526.905 $ | +18,7 % | 2.818.238 $ | +592.038 $ | +26,6 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 2.447.906 $ | -429.778 $ | -14,9 % | 2.877.684 $ | +117.053 $ | +4,2 % | 2.760.631 $ | -276.140 $ | -9,1 % |
| NVIDIA CORP | NVDA | 2.664.948 $ | +264.286 $ | +11,0 % | 2.400.662 $ | +440.607 $ | +22,5 % | 1.960.055 $ | +631.527 $ | +47,5 % |
| AMAZON COM INC | AMZN | 1.577.193 $ | +198.832 $ | +14,4 % | 1.378.361 $ | -69.354 $ | -4,8 % | 1.447.715 $ | +195.494 $ | +15,6 % |
| MICROSOFT CORP | MSFT | 1.476.975 $ | +68.669 $ | +4,9 % | 1.408.306 $ | +64.802 $ | +4,8 % | 1.343.504 $ | +352.474 $ | +35,6 % |
| BARCLAYS PLC | BCS | 1.031.576 $ | -267.627 $ | -20,6 % | 1.299.203 $ | +40.856 $ | +3,2 % | 1.258.347 $ | +42.035 $ | +3,5 % |
| SPS COMMERCE INC | SPSC | 991.171 $ | -174.415 $ | -15,0 % | 1.165.586 $ | +196.531 $ | +20,3 % | 969.055 $ | +53.058 $ | +5,8 % |
| EXXON MOBIL CORP | XOM | 1.108.211 $ | +132.585 $ | +13,6 % | 975.626 $ | +51.780 $ | +5,6 % | 923.846 $ | -90.270 $ | -8,9 % |
| ALPHA PRO TECH LTD | APT | 949.962 $ | +249.494 $ | +35,6 % | 700.468 $ | +118.046 $ | +20,3 % | 582.422 $ | +87.327 $ | +17,6 % |
| Walmart Inc. | WMT | 604.322 $ | +112.845 $ | +23,0 % | 491.477 $ | +23.622 $ | +5,0 % | 467.855 $ | +50.263 $ | +12,0 % |
| LOCKHEED MARTIN CORP | LMT | 537.631 $ | -2.763 $ | -0,5 % | 540.394 $ | +38.149 $ | +7,6 % | 502.245 $ | -84.002 $ | -14,3 % |
| CHEVRON CORP | CVX | 504.477 $ | +60.813 $ | +13,7 % | 443.664 $ | +84.114 $ | +23,4 % | 359.550 $ | +359.550 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 470.938 $ | +116.133 $ | +32,7 % | 354.805 $ | +60.504 $ | +20,6 % | 294.301 $ | -222.276 $ | -43,0 % |
| TWILIO INC | TWLO | 460.256 $ | +460.256 $ | |||||||
| JPMORGAN CHASE & CO | JPM | 419.089 $ | +57.216 $ | +15,8 % | 361.873 $ | +15.201 $ | +4,4 % | 346.672 $ | +39.363 $ | +12,8 % |
| ELI LILLY & Co | LLY | 218.160 $ | +218.160 $ | |||||||
| 70.384.698 $ | -1.678.295 $ | +5,6 % | 72.062.993 $ | +6.059.329 $ | +11,5 % | 66.463.920 $ | +7.981.414 $ | +8,8 % | ||