| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 885.737.753 $ | +21.533.697 $ | +6,6 % | 864.424.017 $ | +48.693.553 $ | +12,2 % | 815.955.508 $ | +83.464.626 $ | -6,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 521.015.788 $ | -29.994.677 $ | -5,4 % | 551.010.465 $ | +27.349.156 $ | +5,2 % | 523.661.309 $ | +135.373.180 $ | +34,9 % |
| BlackRock, Inc. | BLK | 179.647.970 $ | +51.081.228 $ | +39,7 % | 128.566.742 $ | -652.427 $ | -0,5 % | 129.219.169 $ | -25.561.040 $ | -16,5 % |
| ISHARES GOLD TRUST | IAU | 84.579.221 $ | +532.855 $ | +0,6 % | 84.046.366 $ | +11.991.194 $ | +16,6 % | 72.055.172 $ | -2.958.870 $ | -3,9 % |
| SPS COMMERCE INC | SPSC | 56.932.706 $ | -2.115.127 $ | -3,6 % | 59.047.833 $ | +8.226.880 $ | +16,2 % | 50.820.953 $ | -1.962.837 $ | -3,7 % |
| RAYMOND JAMES FINANCIAL INC | RJF | 40.281.050 $ | +1.838.602 $ | +4,8 % | 38.442.448 $ | +1.130.659 $ | +3,0 % | 37.311.789 $ | +3.874.345 $ | +11,6 % |
| ALPHA PRO TECH LTD | APT | 1.055.436 $ | +194.862 $ | +22,6 % | 860.574 $ | +236.720 $ | +37,9 % | 623.854 $ | +76.428 $ | +14,0 % |
| MICROSOFT CORP | MSFT | 728.332 $ | -51.701 $ | -6,6 % | 780.033 $ | +30.934 $ | +4,1 % | 749.099 $ | +169.497 $ | +29,2 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 754.800 $ | +600 $ | +0,1 % | 754.200 $ | +25.400 $ | +3,5 % | 728.800 $ | -69.642 $ | -8,7 % |
| APPFOLIO INC | APPF | 742.450 $ | +47.055 $ | +6,8 % | 695.395 $ | +135.076 $ | +24,1 % | 560.319 $ | -118.630 $ | -17,5 % |
| MORGAN STANLEY | MS | 225.044 $ | -25.357.805 $ | -99,1 % | ||||||
| SOUTHERN CO | SO | 219.961 $ | +219.961 $ | |||||||
| 885.737.753 $ | +21.533.697 $ | +6,6 % | 864.424.017 $ | +48.693.553 $ | +12,2 % | 815.955.508 $ | +83.464.626 $ | -6,0 % | ||