| Aktie | Ticker | 2025/Q3 | 2025/Q2 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 216.376.223 $ | +23.878.076 $ | +7,6 % | 195.909.288 $ | +31.061.123 $ | +24,6 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 115.558.291 $ | +11.252.640 $ | +10,8 % | 104.305.651 $ | +13.307.132 $ | +14,6 % |
| NVIDIA CORP | NVDA | 30.199.799 $ | +4.791.841 $ | +18,9 % | 25.407.958 $ | +8.175.766 $ | +47,4 % |
| APPFOLIO INC | APPF | 15.219.732 $ | +2.914.372 $ | +23,7 % | 12.305.360 $ | -842.262 $ | -6,4 % |
| VICTORY CAPITAL MANAGEMENT INC | 7.116.715 $ | +438.676 $ | +6,6 % | 6.678.039 $ | +523.272 $ | +8,5 % | |
| MICROSOFT CORP | MSFT | 7.030.165 $ | +67.936 $ | +1,0 % | 6.962.229 $ | +2.070.147 $ | +42,3 % |
| ALPHA PRO TECH LTD | APT | 7.029.526 $ | +2.092.245 $ | +42,4 % | 4.937.281 $ | +632.396 $ | +14,7 % |
| AMAZON COM INC | AMZN | 6.981.887 $ | +316.819 $ | +4,8 % | 6.665.068 $ | +681.201 $ | +11,4 % |
| Accenture plc | ACN | 3.423.055 $ | -681.900 $ | -16,6 % | 4.104.955 $ | -213.055 $ | -4,9 % |
| JPMORGAN CHASE & CO | JPM | 3.156.590 $ | +328.143 $ | +11,6 % | 2.828.447 $ | +537.487 $ | +23,5 % |
| INTUITIVE SURGICAL INC | ISRG | 2.705.638 $ | +2.705.638 $ | ||||
| NETFLIX INC | NFLX | 2.249.174 $ | -312.582 $ | -12,2 % | 2.561.756 $ | +839.373 $ | +48,7 % |
| Equitable Holdings, Inc. | EQH | 2.401.066 $ | +32.537 $ | +1,4 % | 2.368.529 $ | +299.239 $ | +14,5 % |
| AbbVie Inc. | ABBV | 2.167.161 $ | +459.894 $ | +26,9 % | 1.707.267 $ | -223.274 $ | -11,6 % |
| GOLDMAN SACHS GROUP INC | GS | 1.836.333 $ | +269.689 $ | +17,2 % | 1.566.644 $ | +383.258 $ | +32,4 % |
| Strategy Inc | MSTR | 1.034.294 $ | -303.707 $ | -22,7 % | 1.338.001 $ | +457.336 $ | +51,9 % |
| Walmart Inc. | WMT | 1.253.234 $ | +57.072 $ | +4,8 % | 1.196.162 $ | +53.477 $ | +4,7 % |
| JOHNSON & JOHNSON | JNJ | 1.072.455 $ | +230.102 $ | +27,3 % | 842.353 $ | -78.363 $ | -8,5 % |
| PALATIN TECHNOLOGIES INC | PTNT | 1.001.668 $ | +307.118 $ | +44,2 % | 694.550 $ | +476.798 $ | +219,0 % |
| STRYKER CORP | SYK | 736.508 $ | -173.927 $ | -19,1 % | 910.435 $ | -20.603 $ | -2,2 % |
| PROCTER & GAMBLE Co | PG | 578.646 $ | -85.718 $ | -12,9 % | 664.364 $ | -41.686 $ | -5,9 % |
| CATERPILLAR INC | CAT | 656.081 $ | +656.081 $ | ||||
| LOCKHEED MARTIN CORP | LMT | 624.776 $ | +27.525 $ | +4,6 % | |||
| MICRON TECHNOLOGY INC | MU | 604.025 $ | +159.092 $ | +35,8 % | 444.933 $ | +122.137 $ | +37,8 % |
| MCDONALDS CORP | MCD | 576.479 $ | +64.597 $ | +12,6 % | 511.882 $ | +32.082 $ | +6,7 % |
| ELI LILLY & Co | LLY | 575.107 $ | +6.084 $ | +1,1 % | 569.023 $ | -20.853 $ | -3,5 % |
| GENERAL DYNAMICS CORP | GD | 570.834 $ | +570.834 $ | ||||
| MERCADOLIBRE INC | MELI | 542.170 $ | -22.374 $ | -4,0 % | 564.544 $ | +223.142 $ | +65,4 % |
| ADVANCED MICRO DEVICES INC | AMD | 508.144 $ | +508.144 $ | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | 301.141 $ | -155.969 $ | -34,1 % | 457.110 $ | -60.025 $ | -11,6 % |
| ORACLE CORP | ORCL | 438.172 $ | +122.689 $ | +38,9 % | 315.483 $ | +114.017 $ | +56,6 % |
| Constellation Energy Corp | CEG | 422.526 $ | +8.102 $ | +2,0 % | 414.424 $ | +135.771 $ | +48,7 % |
| TORONTO DOMINION BANK | TD | 289.659 $ | +23.550 $ | +8,8 % | 266.109 $ | +46.129 $ | +21,0 % |
| STARBUCKS CORP | SBUX | 271.820 $ | +15.164 $ | +5,9 % | 256.656 $ | -15.740 $ | -5,8 % |
| MORGAN STANLEY | MS | 254.495 $ | +28.978 $ | +12,8 % | 225.517 $ | +225.517 $ | |
| CHEVRON CORP | CVX | 219.114 $ | -1.542 $ | -0,7 % | |||
| UNITEDHEALTH GROUP INC | UNH | 216.613 $ | +216.613 $ | ||||
| EXELON CORP | EXC | 201.960 $ | -4.801 $ | -2,3 % | |||
| QuantumScape Corp | QS | 189.728 $ | +189.728 $ | ||||
| 216.376.223 $ | +23.878.076 $ | +7,6 % | 195.909.288 $ | +31.061.123 $ | +24,6 % | ||