| Aktie | Ticker | 2025/Q3 | 2025/Q2 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 159.782.835 $ | +10.299.902 $ | +8,6 % | 150.128.074 $ | +20.696.983 $ | +7,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 117.372.296 $ | +5.934.811 $ | +5,3 % | 111.437.485 $ | +16.534.675 $ | +17,4 % |
| BlackRock, Inc. | BLK | 13.729.015 $ | +1.009.761 $ | +7,9 % | 12.719.254 $ | +1.491.835 $ | +13,3 % |
| MICROSOFT CORP | MSFT | 4.569.385 $ | +119.029 $ | +2,7 % | 4.450.356 $ | +929.551 $ | +26,4 % |
| APPFOLIO INC | APPF | 4.538.016 $ | +829.363 $ | +22,4 % | 3.708.653 $ | -479.830 $ | -11,5 % |
| NVIDIA CORP | NVDA | 4.412.617 $ | +533.489 $ | +13,8 % | 3.879.128 $ | +1.073.278 $ | +38,3 % |
| ALPHA PRO TECH LTD | APT | 2.799.936 $ | +716.693 $ | +34,4 % | 2.083.243 $ | +242.604 $ | +13,2 % |
| AMAZON COM INC | AMZN | 2.092.722 $ | -21.978 $ | -1,0 % | 2.114.700 $ | +395.891 $ | +23,0 % |
| JPMORGAN CHASE & CO | JPM | 944.397 $ | +59.302 $ | +6,7 % | 885.095 $ | +104.060 $ | +13,3 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 830.526 $ | +16.375 $ | +2,0 % | 814.151 $ | -117.864 $ | -12,6 % |
| ELI LILLY & Co | LLY | 770.630 $ | -24.491 $ | -3,1 % | 795.121 $ | -130.724 $ | -14,1 % |
| EXXON MOBIL CORP | XOM | 549.482 $ | +14.421 $ | +2,7 % | 535.061 $ | -6.006 $ | -1,1 % |
| Mastercard Inc | MA | 539.232 $ | -1.354 $ | -0,3 % | 540.586 $ | +22.064 $ | +4,3 % |
| Walmart Inc. | WMT | 511.899 $ | +23.488 $ | +4,8 % | 488.411 $ | +28.040 $ | +6,1 % |
| ORACLE CORP | ORCL | 483.902 $ | +69.161 $ | +16,7 % | 414.741 $ | +154.135 $ | +59,1 % |
| NETFLIX INC | NFLX | 405.235 $ | -55.426 $ | -12,0 % | 460.661 $ | +60.606 $ | +15,1 % |
| PROCTER & GAMBLE Co | PG | 424.689 $ | -22.522 $ | -5,0 % | 447.211 $ | -45.473 $ | -9,2 % |
| PALATIN TECHNOLOGIES INC | PTNT | 427.775 $ | +86.157 $ | +25,2 % | 341.618 $ | +136.273 $ | +66,4 % |
| AbbVie Inc. | ABBV | 427.015 $ | +82.645 $ | +24,0 % | 344.370 $ | -93.996 $ | -21,4 % |
| JOHNSON & JOHNSON | JNJ | 414.970 $ | +71.588 $ | +20,8 % | 343.382 $ | -73.042 $ | -17,5 % |
| COCA COLA CO | KO | 324.835 $ | -20.637 $ | -6,0 % | 345.472 $ | -15.278 $ | -4,2 % |
| CATERPILLAR INC | CAT | 333.528 $ | +57.511 $ | +20,8 % | 276.017 $ | +40.210 $ | +17,1 % |
| GENERAL ELECTRIC CO | GE | 329.699 $ | +39.363 $ | +13,6 % | 290.336 $ | +75.975 $ | +35,4 % |
| RTX Corp | RTX | 295.839 $ | +31.981 $ | +12,1 % | 263.858 $ | +27.020 $ | +11,4 % |
| LINDE PLC | LIN | 291.175 $ | +4.037 $ | +1,4 % | 287.138 $ | -4.818 $ | -1,7 % |
| CHEVRON CORP | CVX | 282.501 $ | +64.826 $ | +29,8 % | 217.675 $ | -31.283 $ | -12,6 % |
| UNITEDHEALTH GROUP INC | UNH | 279.758 $ | +30.124 $ | +12,1 % | 249.634 $ | -273.690 $ | -52,3 % |
| MCDONALDS CORP | MCD | 259.218 $ | +3.277 $ | +1,3 % | 255.941 $ | -25.817 $ | -9,2 % |
| GOLDMAN SACHS GROUP INC | GS | 241.294 $ | +20.476 $ | +9,3 % | 220.818 $ | +220.818 $ | |
| Booking Holdings Inc. | BKNG | 225.780 $ | +225.780 $ | ||||
| LAM RESEARCH CORP | LRCX | 223.211 $ | +223.211 $ | ||||
| AT&T INC. | T | 205.277 $ | -12.120 $ | -5,6 % | 217.397 $ | +12.282 $ | +6,0 % |
| ADVANCED MICRO DEVICES INC | AMD | 214.372 $ | +214.372 $ | ||||
| SAP SE | SAP | 210.437 $ | +6.154 $ | +3,0 % | |||
| Accenture plc | ACN | 208.924 $ | +208.924 $ | ||||
| MORGAN STANLEY | MS | 202.515 $ | +202.515 $ | ||||
| Lloyds Banking Group plc | LYG | 55.874 $ | +454 $ | +0,8 % | 55.420 $ | +4.629 $ | +9,1 % |
| 159.782.835 $ | +10.299.902 $ | +8,6 % | 150.128.074 $ | +20.696.983 $ | +7,0 % | ||