| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 4.845.114 $ | -134.997 $ | -7,9 % | 4.636.219 $ | -343.210 $ | -12,0 % | 5.230.912 $ | +476.268 $ | +22,7 % | |
| PUZO MICHAEL J | 3.257.615 $ | +98.775 $ | +3,1 % | 3.158.840 $ | -73.301 $ | -2,3 % | 3.232.141 $ | +115.681 $ | +3,7 % |
| SOMERVILLE KURT F | 1.055.094 $ | -188.918 $ | -15,2 % | 1.244.012 $ | -215.222 $ | -14,7 % | 1.459.234 $ | +276.928 $ | +23,4 % |
| Kidder Stephen W | 212.746 $ | -20.621 $ | -8,8 % | 233.367 $ | -54.687 $ | -19,0 % | 288.054 $ | +83.659 $ | +40,9 % |
| Hemenway Trust Co LLC | 204.492 $ | -24.233 $ | -10,6 % | 228.725 $ | |||||
| McMillan Office, Inc. | 115.167 $ | ||||||||
| Brooklyn Investment Group | 22.758 $ | ||||||||
| 4.845.114 $ | -134.997 $ | -7,9 % | 4.636.219 $ | -343.210 $ | -12,0 % | 5.230.912 $ | +476.268 $ | +22,7 % | |