| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 336.622.079 $ | +25.313.813 $ | +10,2 % | 311.308.266 $ | +72.779.759 $ | +11,0 % | 244.674.696 $ | +21.091.489 $ | +15,4 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 206.439.828 $ | +7.343.636 $ | +3,7 % | 199.096.192 $ | +66.628.452 $ | +50,3 % | 132.467.740 $ | +11.641.310 $ | +9,6 % |
| PACCAR INC | PCAR | 42.767.926 $ | +6.302.120 $ | +17,3 % | 36.465.806 $ | +1.209.098 $ | +3,4 % | 35.256.708 $ | -856.754 $ | -2,4 % |
| MICROSOFT CORP | MSFT | 9.849.405 $ | -779.447 $ | -7,3 % | 10.628.852 $ | +405.584 $ | +4,0 % | 10.223.268 $ | +2.370.860 $ | +30,2 % |
| MICRON TECHNOLOGY INC | MU | 9.376.860 $ | +3.821.501 $ | +68,8 % | 5.555.359 $ | +1.455.694 $ | +35,5 % | 4.099.665 $ | +1.209.443 $ | +41,8 % |
| ELI LILLY & Co | LLY | 9.271.264 $ | +2.630.112 $ | +39,6 % | 6.641.152 $ | -156.350 $ | -2,3 % | 6.797.502 $ | -404.433 $ | -5,6 % |
| MASTEC INC | MTZ | 9.080.414 $ | +107.280 $ | +1,2 % | 8.973.134 $ | +1.773.148 $ | +24,6 % | 7.199.986 $ | +2.269.455 $ | +46,0 % |
| Medtronic plc | MDT | 7.923.701 $ | +12.495 $ | +0,2 % | 7.911.206 $ | +656.570 $ | +9,1 % | 7.254.636 $ | +3.862.780 $ | +113,9 % |
| AMAZON COM INC | AMZN | 6.742.021 $ | +263.608 $ | +4,1 % | 6.478.413 $ | +5.311 $ | +0,1 % | 6.473.102 $ | +859.481 $ | +15,3 % |
| Eaton Corp plc | ETN | 5.603.865 $ | -1.038.324 $ | -15,6 % | 6.642.189 $ | +294.550 $ | +4,6 % | 6.347.639 $ | +1.514.230 $ | +31,3 % |
| FORD MOTOR CO | F | 6.146.189 $ | -1.867.420 $ | -23,3 % | ||||||
| FISERV INC | FISV | 5.191.368 $ | +5.191.368 $ | |||||||
| NVIDIA CORP | NVDA | 4.739.711 $ | -24.236 $ | -0,5 % | 4.763.947 $ | +721.615 $ | +17,9 % | 4.042.332 $ | +1.269.321 $ | +45,8 % |
| Vericel Corp | VCEL | 3.955.014 $ | +457.281 $ | +13,1 % | 3.497.733 $ | -1.231.487 $ | -26,0 % | 4.729.220 $ | -230.070 $ | -4,6 % |
| NASDAQ, INC. | NDAQ | 3.950.083 $ | +326.463 $ | +9,0 % | 3.623.620 $ | -39.739 $ | -1,1 % | 3.663.359 $ | +555.527 $ | +17,9 % |
| EQT Corp | EQT | 3.168.082 $ | -160.149 $ | -4,8 % | 3.328.231 $ | -237.862 $ | -6,7 % | 3.566.093 $ | +287.308 $ | +8,8 % |
| ALLSTATE CORP | ALL | 3.169.500 $ | -131.602 $ | -4,0 % | 3.301.102 $ | +198.915 $ | +6,4 % | 3.102.187 $ | -88.762 $ | -2,8 % |
| ALPHA PRO TECH LTD | APT | 2.373.166 $ | +509.804 $ | +27,4 % | 1.863.362 $ | +512.559 $ | +37,9 % | 1.350.803 $ | -1.305.294 $ | -49,1 % |
| APPFOLIO INC | APPF | 1.444.392 $ | +74.992 $ | +5,5 % | 1.369.400 $ | +258.610 $ | +23,3 % | 1.110.790 $ | -110.703 $ | -9,1 % |
| ADVANCED MICRO DEVICES INC | AMD | 796.461 $ | +194.764 $ | +32,4 % | 601.697 $ | +73.971 $ | +14,0 % | 527.726 $ | +145.636 $ | +38,1 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 326.723 $ | -58 $ | -0,0 % | 326.781 $ | +11.030 $ | +3,5 % | 315.751 $ | -30.426 $ | -8,8 % |
| nVent Electric plc | NVT | 248.195 $ | +8.105 $ | +3,4 % | 240.090 $ | +240.090 $ | ||||
| EAST WEST BANCORP INC | EWBC | 204.100 $ | +204.100 $ | |||||||
| 336.622.079 $ | +25.313.813 $ | +10,2 % | 311.308.266 $ | +72.779.759 $ | +11,0 % | 244.674.696 $ | +21.091.489 $ | +15,4 % | ||