| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 266.313.160 $ | +153.655.416 $ | +259,8 % | 109.946.883 $ | -136.042.119 $ | +67,0 % | 258.007.985 $ | -7.233.399 $ | +4,7 % | ||
| BERKSHIRE HATHAWAY INC | BRK-B | 162.083.207 $ | +159.749.277 $ | +6.844,6 % | 2.333.930 $ | -155.212.786 $ | -98,5 % | 157.546.716 $ | -15.245.179 $ | -8,8 % |
| BANK OF AMERICA CORP /DE/ | BAC | 50.763.288 $ | -14.957.103 $ | -22,8 % | 65.720.391 $ | +18.115.797 $ | +38,1 % | 47.604.594 $ | +6.087.532 $ | +14,7 % |
| APPFOLIO INC | APPF | 12.913.298 $ | +2.259.800 $ | +21,2 % | 10.653.498 $ | +496.484 $ | +4,9 % | 10.157.014 $ | -863.247 $ | -7,8 % |
| JOHNSON & JOHNSON | JNJ | 7.674.659 $ | +6.869.559 $ | +853,3 % | 805.100 $ | -4.894.586 $ | -85,9 % | 5.699.686 $ | -568.959 $ | -9,1 % |
| AMAZON COM INC | AMZN | 5.642.857 $ | +3.694.179 $ | +189,6 % | 1.948.678 $ | -3.692.277 $ | -65,5 % | 5.640.955 $ | +747.087 $ | +15,3 % |
| MICROSOFT CORP | MSFT | 3.999.463 $ | -1.420.806 $ | -26,2 % | 5.420.269 $ | +1.149.194 $ | +26,9 % | 4.271.075 $ | +1.020.563 $ | +31,4 % |
| NVIDIA CORP | NVDA | 2.651.821 $ | +837.997 $ | +46,2 % | 1.813.824 $ | -3.147.986 $ | -63,4 % | 4.961.810 $ | +1.578.220 $ | +46,6 % |
| BlackRock, Inc. | BLK | 4.192.824 $ | -18.619 $ | -0,4 % | 4.211.443 $ | +135.336 $ | +3,3 % | |||
| ALPHA PRO TECH LTD | APT | 428.184 $ | -3.142.090 $ | -88,0 % | 3.570.274 $ | +3.273.680 $ | +1.103,8 % | 296.594 $ | +36.025 $ | +13,8 % |
| EXXON MOBIL CORP | XOM | 2.119.049 $ | -129.905 $ | -5,8 % | 2.248.954 $ | +77.770 $ | +3,6 % | 2.171.184 $ | -237.250 $ | -9,9 % |
| MORGAN STANLEY | MS | 1.433.302 $ | -795.009 $ | -35,7 % | 2.228.311 $ | +237.921 $ | +12,0 % | |||
| AbbVie Inc. | ABBV | 378.803 $ | -1.595.727 $ | -80,8 % | 1.974.530 $ | +1.650.249 $ | +508,9 % | 324.281 $ | -44.196 $ | -12,0 % |
| NETFLIX INC | NFLX | 1.200.316 $ | +818.353 $ | +214,2 % | 381.963 $ | -1.377.653 $ | -78,3 % | 1.759.616 $ | +534.272 $ | +43,6 % |
| JPMORGAN CHASE & CO | JPM | 1.075.536 $ | -65.226 $ | -5,7 % | 1.140.762 $ | +128.717 $ | +12,7 % | 1.012.045 $ | +151.213 $ | +17,6 % |
| COCA COLA CO | KO | 371.711 $ | -756.094 $ | -67,0 % | 1.127.805 $ | +730.402 $ | +183,8 % | 397.403 $ | -4.887 $ | -1,2 % |
| AXCELIS TECHNOLOGIES INC | ACLS | 1.122.372 $ | +1.122.372 $ | |||||||
| MCDONALDS CORP | MCD | 1.087.438 $ | +702.538 $ | +182,5 % | 384.900 $ | -676.955 $ | -63,8 % | 1.061.855 $ | -73.313 $ | -6,5 % |
| PROCTER & GAMBLE Co | PG | 903.667 $ | +682.877 $ | +309,3 % | 220.790 $ | -864.351 $ | -79,7 % | 1.085.141 $ | -73.089 $ | -6,3 % |
| UNITEDHEALTH GROUP INC | UNH | 863.958 $ | +570.975 $ | +194,9 % | 292.983 $ | -609.320 $ | -67,5 % | 902.303 $ | -765.557 $ | -45,9 % |
| Walmart Inc. | WMT | 821.977 $ | +821.977 $ | |||||||
| VERIZON COMMUNICATIONS INC | VZ | 246.783 $ | -59.273 $ | -19,4 % | 306.056 $ | -446.928 $ | -59,4 % | 752.984 $ | -36.370 $ | -4,6 % |
| ORACLE CORP | ORCL | 735.884 $ | +735.884 $ | |||||||
| Mastercard Inc | MA | 693.128 $ | +8.097 $ | +1,2 % | 685.031 $ | +17.144 $ | +2,6 % | |||
| Aon plc | AON | 669.766 $ | -7.364 $ | -1,1 % | 677.130 $ | -80.343 $ | -10,6 % | |||
| AT&T INC. | T | 571.820 $ | -94.383 $ | -14,2 % | 666.203 $ | +9.255 $ | +1,4 % | |||
| RTX Corp | RTX | 564.138 $ | +102.860 $ | +22,3 % | 461.278 $ | +1.774 $ | +0,4 % | |||
| COMCAST CORP | CMCSA | 559.875 $ | +559.875 $ | |||||||
| ASML HOLDING NV | ASML | 494.275 $ | +62.326 $ | +14,4 % | 431.949 $ | +97.983 $ | +29,3 % | |||
| ELI LILLY & Co | LLY | 487.406 $ | +487.406 $ | |||||||
| CSX CORP | CSX | 480.955 $ | +48.029 $ | +11,1 % | 432.926 $ | +36.571 $ | +9,2 % | |||
| Parker-Hannifin Corp | PH | 447.673 $ | +447.673 $ | |||||||
| STARBUCKS CORP | SBUX | 350.523 $ | -85.906 $ | -19,7 % | 436.429 $ | -49.180 $ | -10,1 % | |||
| GENERAL ELECTRIC CO | GE | 416.240 $ | +416.240 $ | |||||||
| CATERPILLAR INC | CAT | 370.235 $ | +61.700 $ | +20,0 % | 308.535 $ | +41.253 $ | +15,4 % | |||
| 3M CO | MMM | 361.533 $ | +67.479 $ | +22,9 % | 294.054 $ | -49.692 $ | -14,5 % | 343.746 $ | +5.249 $ | +1,6 % |
| Eaton Corp plc | ETN | 302.585 $ | -55.833 $ | -15,6 % | 358.418 $ | +85.501 $ | +31,3 % | |||
| CHEVRON CORP | CVX | 356.173 $ | +21.818 $ | +6,5 % | 334.355 $ | -56.109 $ | -14,4 % | |||
| Walt Disney Co | DIS | 313.826 $ | -40.641 $ | -11,5 % | 354.467 $ | +62.475 $ | +21,4 % | |||
| PALATIN TECHNOLOGIES INC | PTNT | 342.038 $ | +342.038 $ | |||||||
| GOLDMAN SACHS GROUP INC | GS | 323.217 $ | +323.217 $ | |||||||
| UNILEVER PLC | UL | 314.243 $ | +314.243 $ | |||||||
| TELEDYNE TECHNOLOGIES INC | TDY | 313.081 $ | +313.081 $ | |||||||
| AMGEN INC | AMGN | 302.614 $ | +302.614 $ | |||||||
| FEDEX CORP | FDX | 297.408 $ | +66.210 $ | +28,6 % | 231.198 $ | -15.334 $ | -6,2 % | |||
| GENERAL DYNAMICS CORP | GD | 291.308 $ | +291.308 $ | |||||||
| AMERICAN EXPRESS CO | AXP | 288.497 $ | +288.497 $ | |||||||
| STRYKER CORP | SYK | 287.252 $ | +287.252 $ | |||||||
| NEXTERA ENERGY INC | NEE | 273.244 $ | +273.244 $ | |||||||
| Accenture plc | ACN | 254.491 $ | +254.491 $ | |||||||
| Bank of New York Mellon Corp | BK | 248.481 $ | +248.481 $ | |||||||
| SPS COMMERCE INC | SPSC | 234.610 $ | +234.610 $ | |||||||
| VICTORY CAPITAL MANAGEMENT INC | 234.581 $ | +234.581 $ | ||||||||
| Sony Group Corp | SONY | 221.468 $ | +221.468 $ | |||||||
| ZEBRA TECHNOLOGIES CORP | ZBRA | 214.550 $ | +214.550 $ | |||||||
| BERKLEY W R CORP | WRB | 209.860 $ | +209.860 $ | |||||||
| ALLSTATE CORP | ALL | 208.150 $ | +6.840 $ | +3,4 % | 201.310 $ | -5.760 $ | -2,8 % | |||
| Edwards Lifesciences Corp | EW | 205.313 $ | +205.313 $ | |||||||
| ADVANCED MICRO DEVICES INC | AMD | 204.088 $ | +204.088 $ | |||||||
| ATMOS ENERGY CORP | ATO | 202.240 $ | +202.240 $ | |||||||
| 266.313.160 $ | +153.655.416 $ | +259,8 % | 109.946.883 $ | -136.042.119 $ | +67,0 % | 258.007.985 $ | -7.233.399 $ | +4,7 % | ||