| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.469.000.810 $ | +84.937.714 $ | +53,0 % | 1.384.063.096 $ | +1.384.063.096 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 888.691.173 $ | +53.773.863 $ | +6,4 % | 834.917.310 $ | +834.917.310 $ | |
| BlackRock, Inc. | BLK | 137.457.850 $ | +9.027.514 $ | +7,0 % | 128.430.336 $ | +128.430.336 $ | |
| Walmart Inc. | WMT | 65.871.573 $ | +7.111.741 $ | +12,1 % | 58.759.832 $ | +58.759.832 $ | |
| APPFOLIO INC | APPF | 59.425.396 $ | +1.232.882 $ | +2,1 % | 58.192.514 $ | +58.192.514 $ | |
| MICROSOFT CORP | MSFT | 49.033.328 $ | -3.628.265 $ | -6,9 % | 52.661.593 $ | +52.661.593 $ | |
| NVIDIA CORP | NVDA | 49.800.004 $ | -2.792.819 $ | -5,3 % | 52.592.823 $ | +52.592.823 $ | |
| ALPHA PRO TECH LTD | APT | 50.039.538 $ | +8.225.074 $ | +19,7 % | 41.814.464 $ | +41.814.464 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 31.535.436 $ | +761.715 $ | +2,5 % | 30.773.721 $ | +30.773.721 $ | |
| AMAZON COM INC | AMZN | 28.340.772 $ | +2.266.834 $ | +8,7 % | 26.073.938 $ | +26.073.938 $ | |
| JPMORGAN CHASE & CO | JPM | 21.731.050 $ | +89.565 $ | +0,4 % | 21.641.485 $ | +21.641.485 $ | |
| CATERPILLAR INC | CAT | 19.555.265 $ | +2.324.615 $ | +13,5 % | 17.230.650 $ | +17.230.650 $ | |
| Liberty Media Corp | FWONA | 17.325.742 $ | -1.123.470 $ | -6,1 % | 18.449.212 $ | +18.449.212 $ | |
| AMERICAN EXPRESS CO | AXP | 12.312.676 $ | +1.841.332 $ | +17,6 % | 10.471.344 $ | +10.471.344 $ | |
| Palo Alto Networks Inc | PANW | 10.091.397 $ | -781.300 $ | -7,2 % | 10.872.697 $ | +10.872.697 $ | |
| NETFLIX INC | NFLX | 7.464.984 $ | +7.071.738 $ | +1.798,3 % | 393.246 $ | +393.246 $ | |
| HOME BANCSHARES INC | HOMB | 5.918.085 $ | -124.927 $ | -2,1 % | 6.043.012 $ | +6.043.012 $ | |
| EXXON MOBIL CORP | XOM | 2.522.928 $ | +74.562 $ | +3,0 % | 2.448.366 $ | +2.448.366 $ | |
| Bank OZK | OZK | 1.366.748 $ | -171.166 $ | -11,1 % | 1.537.914 $ | +1.537.914 $ | |
| STRYKER CORP | SYK | 1.405.177 $ | -119.068 $ | -7,8 % | 1.524.245 $ | +1.524.245 $ | |
| MCDONALDS CORP | MCD | 1.235.356 $ | -16.671 $ | -1,3 % | 1.252.027 $ | +1.252.027 $ | |
| Aon plc | AON | 661.297 $ | -367.080 $ | -35,7 % | 1.028.377 $ | +1.028.377 $ | |
| PROCTER & GAMBLE Co | PG | 807.420 $ | -103.737 $ | -11,4 % | 911.157 $ | +911.157 $ | |
| JOHNSON & JOHNSON | JNJ | 793.860 $ | -61.668 $ | -7,2 % | 855.528 $ | +855.528 $ | |
| ELI LILLY & Co | LLY | 844.698 $ | +242.691 $ | +40,3 % | 602.007 $ | +602.007 $ | |
| ORACLE CORP | ORCL | 557.443 $ | -246.903 $ | -30,7 % | 804.346 $ | +804.346 $ | |
| CHEVRON CORP | CVX | 603.544 $ | -72.744 $ | -10,8 % | 676.288 $ | +676.288 $ | |
| REGIONS FINANCIAL CORP | RF | 664.492 $ | +17.900 $ | +2,8 % | 646.592 $ | +646.592 $ | |
| RTX Corp | RTX | 630.346 $ | +55.233 $ | +9,6 % | 575.113 $ | +575.113 $ | |
| BOEING CO | BA | 514.574 $ | +16.007 $ | +3,2 % | 498.567 $ | +498.567 $ | |
| Eaton Corp plc | ETN | 241.431 $ | -101.382 $ | -29,6 % | 342.813 $ | +342.813 $ | |
| RAYONIER INC | RYN | 233.863 $ | -39.499 $ | -14,4 % | 273.362 $ | +273.362 $ | |
| AMGEN INC | AMGN | 246.137 $ | +33.923 $ | +16,0 % | 212.214 $ | +212.214 $ | |
| Westrock Coffee Co | WEST | 237.961 $ | +104.053 $ | +77,7 % | 133.908 $ | +133.908 $ | |
| PEPSICO INC | PEP | 221.271 $ | +2.501 $ | +1,1 % | 218.770 $ | +218.770 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 214.160 $ | +214.160 $ | ||||
| Walt Disney Co | DIS | 202.256 $ | -1.069 $ | -0,5 % | 203.325 $ | +203.325 $ | |
| MCKESSON CORP | MCK | 201.579 $ | +201.579 $ | ||||
| 1.469.000.810 $ | +84.937.714 $ | +53,0 % | 1.384.063.096 $ | +1.384.063.096 $ | |||