| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 458.421.937 $ | +184.546.964 $ | +8,0 % | 279.186.098 $ | +92.498.716 $ | +108,6 % | 188.862.954 $ | +59.944.527 $ | +27,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 342.976.912 $ | +161.241.055 $ | +88,7 % | 181.735.857 $ | +34.288.921 $ | +23,3 % | 147.446.936 $ | +47.861.799 $ | +48,1 % |
| BlackRock, Inc. | BLK | 49.678.402 $ | +19.279.597 $ | +63,4 % | 30.398.805 $ | +3.369.315 $ | +12,5 % | 27.029.490 $ | +5.025.485 $ | +22,8 % |
| NVIDIA CORP | NVDA | 15.495.141 $ | -456.487 $ | -2,9 % | 15.951.628 $ | +12.481.393 $ | +359,7 % | 3.470.235 $ | +1.398.237 $ | +67,5 % |
| CITIGROUP INC | C | 13.061.627 $ | +3.213.106 $ | +32,6 % | 9.848.521 $ | +9.848.521 $ | ||||
| MPLX LP | MPLX | 8.165.487 $ | +280.822 $ | +3,6 % | 7.884.665 $ | +7.884.665 $ | ||||
| APPFOLIO INC | APPF | 8.101.622 $ | +912.039 $ | +12,7 % | 7.189.583 $ | +4.126.629 $ | +134,7 % | 3.062.954 $ | +109.513 $ | +3,7 % |
| ISHARES GOLD TRUST | IAU | 7.145.882 $ | +721.164 $ | +11,2 % | 6.424.718 $ | +4.249.040 $ | +195,3 % | 2.175.678 $ | +314.075 $ | +16,9 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 5.316.026 $ | -112.058 $ | -2,1 % | 5.428.084 $ | +5.428.084 $ | ||||
| MICROSOFT CORP | MSFT | 5.311.125 $ | +3.098.583 $ | +140,0 % | 2.212.542 $ | +2.212.542 $ | ||||
| JPMORGAN CHASE & CO | JPM | 3.248.591 $ | -70.195 $ | -2,1 % | 3.318.786 $ | +3.318.786 $ | ||||
| AMAZON COM INC | AMZN | 2.886.173 $ | +257.042 $ | +9,8 % | 2.629.131 $ | +2.629.131 $ | ||||
| SPS COMMERCE INC | SPSC | 2.175.572 $ | +2.175.572 $ | |||||||
| EXXON MOBIL CORP | XOM | 1.270.608 $ | +1.051 $ | +0,1 % | 1.269.557 $ | +1.269.557 $ | ||||
| MORGAN STANLEY | MS | 235.152 $ | -552.959 $ | -70,2 % | 788.111 $ | -44.600 $ | -5,4 % | 832.711 $ | +832.711 $ | |
| VERIZON COMMUNICATIONS INC | VZ | 449.729 $ | -61.170 $ | -12,0 % | 510.899 $ | +510.899 $ | ||||
| AT&T INC. | T | 390.585 $ | -106.043 $ | -21,4 % | 496.628 $ | +39.792 $ | +8,7 % | 456.836 $ | +14.593 $ | +3,3 % |
| 458.421.937 $ | +184.546.964 $ | +8,0 % | 279.186.098 $ | +92.498.716 $ | +108,6 % | 188.862.954 $ | +59.944.527 $ | +27,0 % | ||