| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 385.013 $ | +103.466 $ | +120,0 % | 4.293.114 $ | +1.592.712 $ | +513,6 % | 3.897.007 $ | -460.907 $ | -10,5 % | 4.310.442 $ | +551.446 $ | +24,2 % | |
| Matthew 25 Management Corp | 2.392.170 $ | +2.306.330 $ | +2.686,8 % | 85.840 $ | ||||||||
| Pinnacle Holdings, LLC | 823.197 $ | -393.456 $ | -32,3 % | 1.216.653 $ | -149.672 $ | -11,0 % | 1.366.325 $ | +284.603 $ | +26,3 % | |||
| RNC CAPITAL MANAGEMENT LLC | 936.729 $ | -232.121 $ | -19,9 % | 1.168.850 $ | -93.292 $ | -7,4 % | ||||||
| FIRST NATIONAL TRUST CO | 529.980 $ | -253.310 $ | -32,3 % | 783.290 $ | -60.210 $ | -7,1 % | 843.500 $ | +271.100 $ | +47,4 % | |||
| WESBANCO BANK INC | 536.629 $ | |||||||||||
| IVY LANE CAPITAL MANAGEMENT, LLC | 363.000 $ | |||||||||||
| Talbot Financial, LLC | 257.870 $ | |||||||||||
| HENNESSY ADVISORS INC | 195.300 $ | |||||||||||
| Ascentis Wealth Management, LLC | 189.713 $ | +103.466 $ | +120,0 % | 86.247 $ | ||||||||
| HighPoint Advisor Group LLC | 162.338 $ | +33.815 $ | +26,3 % | |||||||||
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 108.900 $ | -30.590 $ | -21,9 % | 139.490 $ | -5.110 $ | -3,5 % | 144.600 $ | +30.120 $ | +26,3 % | |||
| Oakworth Capital, Inc. | 75.867 $ | -36.262 $ | -32,3 % | 112.129 $ | -13.794 $ | -11,0 % | 125.923 $ | |||||
| KINGSWOOD WEALTH ADVISORS, LLC | 120.536 $ | |||||||||||
| Moloney Securities Asset Management, LLC | 120.500 $ | +25.100 $ | +26,3 % | |||||||||
| 385.013 $ | +103.466 $ | +120,0 % | 4.293.114 $ | +1.592.712 $ | +513,6 % | 3.897.007 $ | -460.907 $ | -10,5 % | 4.310.442 $ | +551.446 $ | +24,2 % | |