| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 301.788.610 $ | +54.179.447 $ | +39.180,7 % | 247.600.476 $ | +24.400.745 $ | +3,8 % | 223.199.731 $ | +222.987.531 $ | +88.338,9 % | ||
| NVIDIA CORP | NVDA | 169.900.754 $ | +20.824.080 $ | +14,0 % | 149.076.674 $ | +21.971.034 $ | +17,3 % | 127.105.640 $ | +127.017.315 $ | +143.806,8 % |
| BANK OF AMERICA CORP /DE/ | BAC | 90.281.904 $ | +18.131.441 $ | +25,1 % | 72.150.463 $ | +1.986.932 $ | +2,8 % | 70.163.531 $ | +70.070.718 $ | +75.496,7 % |
| AMERICAN EXPRESS CO | AXP | 6.659.840 $ | +912.808 $ | +15,9 % | 5.747.032 $ | +232.825 $ | +4,2 % | 5.514.207 $ | +5.509.590 $ | +119.332,7 % |
| GHE, LLC | 5.155.391 $ | +2.709.545 $ | +110,8 % | 2.445.846 $ | +140.720 $ | +6,1 % | 2.305.126 $ | +2.300.813 $ | +53.346,0 % | |
| MCDONALDS CORP | MCD | 3.927.651 $ | +265.473 $ | +7,2 % | 3.662.178 $ | +131.012 $ | +3,7 % | 3.531.166 $ | +3.526.687 $ | +78.738,3 % |
| CAMPBELL CAPITAL MANAGEMENT INC | 3.243.459 $ | +3.241.949 $ | +214.698,6 % | |||||||
| STARBUCKS CORP | SBUX | 3.076.107 $ | +197.254 $ | +6,9 % | 2.878.853 $ | -255.351 $ | -8,1 % | 3.134.204 $ | +3.130.041 $ | +75.187,1 % |
| PAYCHEX INC | PAYX | 2.192.782 $ | -31.476 $ | -1,4 % | 2.224.258 $ | -339.474 $ | -13,2 % | 2.563.732 $ | +2.560.468 $ | +78.445,7 % |
| CITIGROUP INC | C | 2.376.170 $ | +2.373.685 $ | +95.520,5 % | ||||||
| JOHNSON & JOHNSON | JNJ | 2.366.887 $ | +2.364.990 $ | +124.670,0 % | ||||||
| KB HOME | KBH | 1.860.571 $ | -111.187 $ | -5,6 % | 1.971.758 $ | +341.819 $ | +21,0 % | 1.629.939 $ | +1.628.027 $ | +85.147,9 % |
| PRICE T ROWE GROUP INC | TROW | 1.925.563 $ | +200.390 $ | +11,6 % | 1.725.173 $ | +97.122 $ | +6,0 % | 1.628.051 $ | +1.626.272 $ | +91.415,0 % |
| PEPSICO INC | PEP | 1.721.379 $ | +177.382 $ | +11,5 % | 1.543.997 $ | +74.128 $ | +5,0 % | 1.469.869 $ | +1.467.959 $ | +76.856,5 % |
| BEAZER HOMES USA INC | BZH | 1.430.069 $ | -252.858 $ | -15,0 % | 1.682.927 $ | +143.827 $ | +9,3 % | 1.539.100 $ | +1.537.660 $ | +106.781,9 % |
| COLGATE PALMOLIVE CO | CL | 1.561.119 $ | +141.704 $ | +10,0 % | 1.419.415 $ | -196.968 $ | -12,2 % | 1.616.383 $ | +1.614.421 $ | +82.284,5 % |
| PROCTER & GAMBLE Co | PG | 1.130.286 $ | +1.128.801 $ | +76.013,5 % | ||||||
| GOLDMAN SACHS GROUP INC | GS | 1.129.515 $ | +1.128.603 $ | +123.750,3 % | ||||||
| SYSCO CORP | SYY | 959.296 $ | -112.606 $ | -10,5 % | 1.071.902 $ | +73.119 $ | +7,3 % | 998.783 $ | +997.560 $ | +81.566,6 % |
| APPFOLIO INC | APPF | 436.607 $ | +436.209 $ | +109.600,3 % | ||||||
| BERKSHIRE HATHAWAY INC | BRK-B | 242.885 $ | +242.885 $ | |||||||
| MICROSOFT CORP | MSFT | 210.375 $ | +210.375 $ | |||||||
| 301.788.610 $ | +54.179.447 $ | +39.180,7 % | 247.600.476 $ | +24.400.745 $ | +3,8 % | 223.199.731 $ | +222.987.531 $ | +88.338,9 % | ||