| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 92.933.533 $ | +6.490.790 $ | +1,5 % | 86.442.743 $ | +14.844.042 $ | +35,6 % | 76.700.301 $ | +1.756.287 $ | +7,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 51.469.847 $ | +6.175.692 $ | +13,6 % | 45.294.155 $ | +6.879.003 $ | +17,9 % | 38.415.152 $ | +3.604.295 $ | +10,4 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 33.170.622 $ | -302.437 $ | -0,9 % | 33.473.059 $ | +6.454.532 $ | +23,9 % | 27.018.527 $ | -2.842.701 $ | -9,5 % |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 5.101.600 $ | -487.491 $ | -8,7 % | |||||||
| NVIDIA CORP | NVDA | 2.123.121 $ | -909 $ | -0,0 % | 2.124.030 $ | +301.773 $ | +16,6 % | 1.822.257 $ | +578.705 $ | +46,5 % |
| BlackRock, Inc. | BLK | 1.616.884 $ | -130.394 $ | -7,5 % | 1.747.278 $ | +108.406 $ | +6,6 % | 1.638.872 $ | +129.020 $ | +8,5 % |
| APPFOLIO INC | APPF | 1.256.357 $ | +65.106 $ | +5,5 % | 1.191.251 $ | +350.312 $ | +41,7 % | 840.939 $ | -130.579 $ | -13,4 % |
| Planet Labs PBC | PL | 986.000 $ | +337.000 $ | +51,9 % | 649.000 $ | +344.000 $ | +112,8 % | 305.000 $ | +305.000 $ | |
| ALPHA PRO TECH LTD | APT | 828.855 $ | +177.964 $ | +27,3 % | 650.891 $ | +358.349 $ | +122,5 % | 292.542 $ | +35.840 $ | +14,0 % |
| Invesco CurrencyShares Australian Dollar Trust | FXA | 518.494 $ | +5.718 $ | +1,1 % | 512.776 $ | +3.838 $ | +0,8 % | 508.938 $ | +508.938 $ | |
| JPMORGAN CHASE & CO | JPM | 293.542 $ | +4.924 $ | +1,7 % | 288.618 $ | +16.103 $ | +5,9 % | 272.515 $ | +28.196 $ | +11,5 % |
| MICROSOFT CORP | MSFT | 252.579 $ | -17.873 $ | -6,6 % | 270.452 $ | +10.772 $ | +4,1 % | 259.680 $ | +34.802 $ | +15,5 % |
| AMAZON COM INC | AMZN | 203.352 $ | -7.216 $ | -3,4 % | 210.568 $ | +4.122 $ | +2,0 % | 206.446 $ | -8.738 $ | -4,1 % |
| SCHWAB CHARLES CORP | SCHW | 202.942 $ | +202.942 $ | |||||||
| CITIGROUP INC | C | 10.938 $ | -19.727 $ | -64,3 % | 30.665 $ | +12.832 $ | +72,0 % | 17.833 $ | +1.000 $ | +5,9 % |
| 92.933.533 $ | +6.490.790 $ | +1,5 % | 86.442.743 $ | +14.844.042 $ | +35,6 % | 76.700.301 $ | +1.756.287 $ | +7,0 % | ||