| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 159.297.675 $ | +21.818.883 $ | +29,1 % | 137.478.792 $ | +39.147.404 $ | +18,1 % | 98.127.100 $ | -14.657.469 $ | +7,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 126.767.536 $ | +14.745.954 $ | +13,2 % | 112.021.582 $ | +35.423.709 $ | +46,2 % | 76.597.873 $ | -16.489.235 $ | -17,7 % |
| BARCLAYS PLC | BCS | 6.315.058 $ | +363.876 $ | +6,1 % | 5.951.182 $ | +150.951 $ | +2,6 % | 5.800.231 $ | +408.245 $ | +7,6 % |
| IMPINJ INC | PI | 3.150.277 $ | -555.821 $ | -15,0 % | 3.706.098 $ | +1.428.719 $ | +62,7 % | 2.277.379 $ | +395.112 $ | +21,0 % |
| LOCKHEED MARTIN CORP | LMT | 2.799.547 $ | +417.804 $ | +17,5 % | 2.381.743 $ | +140.894 $ | +6,3 % | 2.240.849 $ | +114.965 $ | +5,4 % |
| ALPHA PRO TECH LTD | APT | 2.306.534 $ | +1.043.595 $ | +82,6 % | 1.262.939 $ | +376.963 $ | +42,5 % | 885.976 $ | +87.592 $ | +11,0 % |
| MICROSOFT CORP | MSFT | 2.297.544 $ | +502.714 $ | +28,0 % | 1.794.830 $ | +99.247 $ | +5,9 % | 1.695.583 $ | +237.842 $ | +16,3 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.966.367 $ | -195.415 $ | -9,0 % | 2.161.782 $ | -15.439 $ | -0,7 % | 2.177.221 $ | -70.649 $ | -3,1 % |
| APPFOLIO INC | APPF | 1.951.685 $ | +1.082.690 $ | +124,6 % | 868.995 $ | +156.015 $ | +21,9 % | 712.980 $ | -123.084 $ | -14,7 % |
| NVIDIA CORP | NVDA | 1.943.499 $ | +693.728 $ | +55,5 % | 1.249.771 $ | +230.736 $ | +22,6 % | 1.019.035 $ | +318.623 $ | +45,5 % |
| BlackRock, Inc. | BLK | 1.796.083 $ | +267.496 $ | +17,5 % | 1.528.587 $ | +25.235 $ | +1,7 % | 1.503.352 $ | +163.093 $ | +12,2 % |
| AMAZON COM INC | AMZN | 1.789.632 $ | +540.857 $ | +43,3 % | 1.248.775 $ | +20.768 $ | +1,7 % | 1.228.007 $ | +73.543 $ | +6,4 % |
| JOHNSON & JOHNSON | JNJ | 913.891 $ | +183.504 $ | +25,1 % | 730.387 $ | +97.847 $ | +15,5 % | 632.540 $ | -39.159 $ | -5,8 % |
| PALATIN TECHNOLOGIES INC | PTNT | 865.109 $ | +865.109 $ | |||||||
| JPMORGAN CHASE & CO | JPM | 708.613 $ | +319.820 $ | +82,3 % | 388.793 $ | +81.419 $ | +26,5 % | 307.374 $ | +100.481 $ | +48,6 % |
| ISHARES GOLD TRUST | IAU | 473.870 $ | +473.870 $ | |||||||
| Palo Alto Networks Inc | PANW | 435.265 $ | +100.717 $ | +30,1 % | 334.548 $ | +334.548 $ | ||||
| ORACLE CORP | ORCL | 418.392 $ | +144.433 $ | +52,7 % | 273.959 $ | +62.914 $ | +29,8 % | 211.045 $ | -8.455 $ | -3,9 % |
| PROCTER & GAMBLE Co | PG | 340.754 $ | -21.489 $ | -5,9 % | 362.243 $ | -33.227 $ | -8,4 % | 395.470 $ | -19.642 $ | -4,7 % |
| MCDONALDS CORP | MCD | 362.726 $ | +59.434 $ | +19,6 % | 303.292 $ | +65.077 $ | +27,3 % | 238.215 $ | -10.711 $ | -4,3 % |
| CHEVRON CORP | CVX | 274.249 $ | +21.804 $ | +8,6 % | 252.445 $ | +252.445 $ | ||||
| SPS COMMERCE INC | SPSC | 271.076 $ | +67.036 $ | +32,9 % | 204.040 $ | +204.040 $ | ||||
| EXXON MOBIL CORP | XOM | 263.629 $ | +263.629 $ | |||||||
| SEMPRA | SRE | 237.836 $ | -4.478 $ | -1,8 % | 242.314 $ | +38.344 $ | +18,8 % | 203.970 $ | +203.970 $ | |
| RTX Corp | RTX | 229.977 $ | +229.977 $ | |||||||
| GENERAL ELECTRIC CO | GE | 215.769 $ | +5.282 $ | +2,5 % | 210.487 $ | +6.199 $ | +3,0 % | |||
| INTUITIVE SURGICAL INC | ISRG | 202.757 $ | +202.757 $ | |||||||
| 159.297.675 $ | +21.818.883 $ | +29,1 % | 137.478.792 $ | +39.147.404 $ | +18,1 % | 98.127.100 $ | -14.657.469 $ | +7,5 % | ||