| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 237.930.945 $ | +2.541.049 $ | +1,0 % | 235.389.896 $ | +35.226.911 $ | +49,4 % | 200.162.985 $ | +8.304.106 $ | +17,6 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 197.655.122 $ | +11.346.001 $ | +6,1 % | 186.309.121 $ | +8.248.642 $ | +4,6 % | 178.060.479 $ | +3.155.402 $ | +1,8 % |
| BlackRock, Inc. | BLK | 9.848.213 $ | -2.469.873 $ | -20,1 % | 12.318.086 $ | +4.051.498 $ | +49,0 % | 8.266.588 $ | +4.779.361 $ | +137,1 % |
| MORGAN STANLEY | MS | 1.130.374 $ | -11.119.126 $ | -90,8 % | 12.249.500 $ | +12.249.500 $ | ||||
| APPFOLIO INC | APPF | 7.418.017 $ | +969.272 $ | +15,0 % | 6.448.745 $ | +3.345.603 $ | +107,8 % | 3.103.142 $ | -1.766.836 $ | -36,3 % |
| NVIDIA CORP | NVDA | 5.068.516 $ | -296.408 $ | -5,5 % | 5.364.924 $ | +760.305 $ | +16,5 % | 4.604.619 $ | +1.127.789 $ | +32,4 % |
| AMAZON COM INC | AMZN | 3.331.425 $ | +459.889 $ | +16,0 % | 2.871.536 $ | -35.820 $ | -1,2 % | 2.907.356 $ | +263.503 $ | +10,0 % |
| GOLDMAN SACHS GROUP INC | GS | 2.964.228 $ | +2.964.228 $ | |||||||
| ALPHA PRO TECH LTD | APT | 2.605.297 $ | +674.845 $ | +35,0 % | 1.930.452 $ | +1.930.452 $ | ||||
| MICROSOFT CORP | MSFT | 1.706.224 $ | -17.004 $ | -1,0 % | 1.723.228 $ | +1.262.622 $ | +274,1 % | 460.606 $ | +152.786 $ | +49,6 % |
| JPMORGAN CHASE & CO | JPM | 1.457.360 $ | +34.048 $ | +2,4 % | 1.423.312 $ | +249.466 $ | +21,3 % | 1.173.846 $ | +222.082 $ | +23,3 % |
| BECTON DICKINSON & CO | BDX | 947.644 $ | -285.619 $ | -23,2 % | 1.233.263 $ | +1.233.263 $ | ||||
| NOVARTIS AG | NVS | 882.782 $ | +61.661 $ | +7,5 % | 821.121 $ | +821.121 $ | ||||
| VALLEY NATIONAL BANCORP | VLY | 584.000 $ | +54.000 $ | +10,2 % | 530.000 $ | +83.500 $ | +18,7 % | 446.500 $ | +446.500 $ | |
| Bloom Energy Corp | BE | 531.332 $ | +14.186 $ | +2,7 % | 517.146 $ | +517.146 $ | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | 428.258 $ | +176.888 $ | +70,4 % | 251.370 $ | +251.370 $ | ||||
| CHEVRON CORP | CVX | 407.087 $ | -15.457 $ | -3,7 % | 422.544 $ | +180.839 $ | +74,8 % | 241.705 $ | -25.959 $ | -9,7 % |
| PFIZER INC | PFE | 348.949 $ | -8.128 $ | -2,3 % | 357.077 $ | +65.858 $ | +22,6 % | 291.219 $ | -13.216 $ | -4,3 % |
| CONSOLIDATED EDISON INC | ED | 329.742 $ | -3.984 $ | -1,2 % | 333.726 $ | +564 $ | +0,2 % | 333.162 $ | -33.997 $ | -9,3 % |
| MCDONALDS CORP | MCD | 286.375 $ | +1.630 $ | +0,6 % | 284.745 $ | +10.982 $ | +4,0 % | 273.763 $ | -3.309 $ | -1,2 % |
| 237.930.945 $ | +2.541.049 $ | +1,0 % | 235.389.896 $ | +35.226.911 $ | +49,4 % | 200.162.985 $ | +8.304.106 $ | +17,6 % | ||