| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 363.530.676 $ | +3.927.119 $ | +2,2 % | 359.603.557 $ | +47.753.612 $ | +11,4 % | 311.849.945 $ | +28.495.459 $ | +21,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 150.312.035 $ | -514.850 $ | -0,3 % | 150.826.885 $ | +14.940.179 $ | +11,0 % | 135.886.706 $ | +12.970.936 $ | +10,6 % |
| EQT Corp | EQT | 24.180.407 $ | -365.529 $ | -1,5 % | 24.545.936 $ | -1.757.256 $ | -6,7 % | 26.303.192 $ | +2.254.850 $ | +9,4 % |
| AGNICO EAGLE MINES LTD | AEM | 25.644.634 $ | +139.653 $ | +0,5 % | 25.504.981 $ | +7.512.435 $ | +41,8 % | 17.992.546 $ | +1.595.351 $ | +9,7 % |
| MASTEC INC | MTZ | 22.989.051 $ | +476.728 $ | +2,1 % | 22.512.323 $ | +4.432.423 $ | +24,5 % | 18.079.900 $ | +5.771.755 $ | +46,9 % |
| MCKESSON CORP | MCK | 22.306.146 $ | +1.363.932 $ | +6,5 % | 20.942.214 $ | +1.095.433 $ | +5,5 % | 19.846.781 $ | -6.123.362 $ | -23,6 % |
| ROYAL GOLD INC | RGLD | 19.545.515 $ | +1.977.798 $ | +11,3 % | 17.567.717 $ | +2.002.041 $ | +12,9 % | 15.565.676 $ | +1.265.062 $ | +8,8 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 19.307.289 $ | +11.927 $ | +0,1 % | 19.295.362 $ | +665.403 $ | +3,6 % | 18.629.959 $ | -1.681.790 $ | -8,3 % |
| APPFOLIO INC | APPF | 17.083.954 $ | +1.125.558 $ | +7,1 % | 15.958.396 $ | +3.111.513 $ | +24,2 % | 12.846.883 $ | -1.024.147 $ | -7,4 % |
| MICROSOFT CORP | MSFT | 15.961.764 $ | -792.344 $ | -4,7 % | 16.754.108 $ | +682.363 $ | +4,2 % | 16.071.745 $ | +3.968.914 $ | +32,8 % |
| MICROCHIP TECHNOLOGY INC | MCHP | 12.934.204 $ | -22.385 $ | -0,2 % | 12.956.589 $ | -1.222.345 $ | -8,6 % | 14.178.934 $ | +8.802.528 $ | +163,7 % |
| ICON PLC | ICLR | 13.459.680 $ | +602.955 $ | +4,7 % | 12.856.725 $ | +12.856.725 $ | ||||
| Taylor Morrison Home Corp | TMHC | 9.333.721 $ | -1.056.119 $ | -10,2 % | 10.389.840 $ | +741.865 $ | +7,7 % | 9.647.975 $ | +329.408 $ | +3,5 % |
| SPS COMMERCE INC | SPSC | 8.838.109 $ | +931.617 $ | +11,8 % | 7.906.492 $ | +1.106.844 $ | +16,3 % | 6.799.648 $ | +365.954 $ | +5,7 % |
| CHART INDUSTRIES INC | GTLS | 1.634.167 $ | +48.178 $ | +3,0 % | 1.585.989 $ | +1.585.989 $ | ||||
| 363.530.676 $ | +3.927.119 $ | +2,2 % | 359.603.557 $ | +47.753.612 $ | +11,4 % | 311.849.945 $ | +28.495.459 $ | +21,0 % | ||