| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 9.943.264 $ | -583.977 $ | -8,5 % | 5.570.777 $ | +504.480 $ | +6,8 % | 5.066.297 $ | +61.076 $ | +2,9 % | |
| Vertex Planning Partners, LLC | 3.765.164 $ | ||||||||
| Ancora Advisors LLC | 2.224.084 $ | -423.640 $ | -16,0 % | 2.647.724 $ | +227.202 $ | +9,4 % | 2.420.522 $ | +36.351 $ | +1,5 % |
| FORBES J M & CO LLP | 2.493.743 $ | +298.787 $ | +13,6 % | 2.194.956 $ | +313.811 $ | +16,7 % | 1.881.145 $ | +104.221 $ | +5,9 % |
| GLOBALT Investments LLC / GA | 672.930 $ | -15.347 $ | -2,2 % | 688.277 $ | -38.902 $ | -5,3 % | 727.179 $ | -84.299 $ | -10,4 % |
| Curbstone Financial Management Corp | 485.225 $ | -447.732 $ | -48,0 % | ||||||
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 257.647 $ | ||||||||
| VAUGHAN DAVID INVESTMENTS LLC/IL | 43.775 $ | +3.955 $ | +9,9 % | 39.820 $ | +2.369 $ | +6,3 % | 37.451 $ | +4.803 $ | +14,7 % |
| SOL Capital Management CO | 696 $ | ||||||||
| 9.943.264 $ | -583.977 $ | -8,5 % | 5.570.777 $ | +504.480 $ | +6,8 % | 5.066.297 $ | +61.076 $ | +2,9 % | |