| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 329.934.663 $ | +11.353.539 $ | +14,0 % | 318.581.124 $ | +318.581.124 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 182.293.443 $ | -625.482 $ | -0,3 % | 182.918.925 $ | +182.918.925 $ | |
| NVIDIA CORP | NVDA | 55.441.176 $ | +102.429 $ | +0,2 % | 55.338.747 $ | +55.338.747 $ | |
| APPFOLIO INC | APPF | 28.949.466 $ | +1.402.811 $ | +5,1 % | 27.546.655 $ | +27.546.655 $ | |
| MICROSOFT CORP | MSFT | 10.737.737 $ | +1.612.292 $ | +17,7 % | 9.125.445 $ | +9.125.445 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 9.301.698 $ | +2.255.192 $ | +32,0 % | 7.046.506 $ | +7.046.506 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 9.131.140 $ | +944.019 $ | +11,5 % | 8.187.121 $ | +8.187.121 $ | |
| AMAZON COM INC | AMZN | 7.197.499 $ | +1.105.463 $ | +18,1 % | 6.092.036 $ | +6.092.036 $ | |
| ALPHA PRO TECH LTD | APT | 6.898.527 $ | +1.355.562 $ | +24,5 % | 5.542.965 $ | +5.542.965 $ | |
| SPS COMMERCE INC | SPSC | 6.220.482 $ | +892.698 $ | +16,8 % | 5.327.784 $ | +5.327.784 $ | |
| ORACLE CORP | ORCL | 3.809.335 $ | +452.454 $ | +13,5 % | 3.356.881 $ | +3.356.881 $ | |
| MICRON TECHNOLOGY INC | MU | 2.654.963 $ | +1.208.842 $ | +83,6 % | 1.446.121 $ | +1.446.121 $ | |
| Walmart Inc. | WMT | 1.969.417 $ | +337.029 $ | +20,6 % | 1.632.388 $ | +1.632.388 $ | |
| EXXON MOBIL CORP | XOM | 579.877 $ | -56.080 $ | -8,8 % | 635.957 $ | +635.957 $ | |
| AUTOZONE INC | AZO | 539.249 $ | -27.063 $ | -4,8 % | 566.312 $ | +566.312 $ | |
| Vertiv Holdings Co | VRT | 535.065 $ | +140.997 $ | +35,8 % | 394.068 $ | +394.068 $ | |
| COCA COLA CO | KO | 449.941 $ | +164.898 $ | +57,9 % | 285.043 $ | +285.043 $ | |
| JOHNSON & JOHNSON | JNJ | 442.194 $ | +50.183 $ | +12,8 % | 392.011 $ | +392.011 $ | |
| JPMORGAN CHASE & CO | JPM | 413.408 $ | +7.450 $ | +1,8 % | 405.958 $ | +405.958 $ | |
| PALATIN TECHNOLOGIES INC | PTNT | 384.651 $ | +25.284 $ | +7,0 % | 359.367 $ | +359.367 $ | |
| INTEL CORP | INTC | 370.919 $ | +34.614 $ | +10,3 % | 336.305 $ | +336.305 $ | |
| NETFLIX INC | NFLX | 253.433 $ | -117.033 $ | -31,6 % | 370.466 $ | +370.466 $ | |
| STRYKER CORP | SYK | 288.908 $ | -16.809 $ | -5,5 % | 305.717 $ | +305.717 $ | |
| CITIGROUP INC | C | 297.573 $ | +36.050 $ | +13,8 % | 261.523 $ | +261.523 $ | |
| AMGEN INC | AMGN | 283.183 $ | +76.777 $ | +37,2 % | 206.406 $ | +206.406 $ | |
| Tower Research Capital LLC (TRC) | 273.102 $ | +6.848 $ | +2,6 % | 266.254 $ | +266.254 $ | ||
| Palo Alto Networks Inc | PANW | 218.277 $ | -15.886 $ | -6,8 % | 234.163 $ | +234.163 $ | |
| 329.934.663 $ | +11.353.539 $ | +14,0 % | 318.581.124 $ | +318.581.124 $ | |||