| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 135.544.889 $ | +13.736.996 $ | +4,5 % | 121.807.893 $ | +121.807.893 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 107.775.443 $ | +6.950.963 $ | +6,9 % | 100.824.480 $ | +100.824.480 $ | |
| MORGAN STANLEY | MS | 9.937.286 $ | +960.660 $ | +10,7 % | 8.976.626 $ | +8.976.626 $ | |
| BARCLAYS PLC | BCS | 4.780.606 $ | +4.780.606 $ | ||||
| SPS COMMERCE INC | SPSC | 3.093.596 $ | +296.047 $ | +10,6 % | 2.797.549 $ | +2.797.549 $ | |
| APPFOLIO INC | APPF | 1.983.762 $ | +7.324 $ | +0,4 % | 1.976.438 $ | +1.976.438 $ | |
| RAYMOND JAMES FINANCIAL INC | RJF | 1.782.228 $ | +25.686 $ | +1,5 % | 1.756.542 $ | +1.756.542 $ | |
| MICROSOFT CORP | MSFT | 1.530.657 $ | -2.475 $ | -0,2 % | 1.533.132 $ | +1.533.132 $ | |
| AMAZON COM INC | AMZN | 1.140.943 $ | +46.826 $ | +4,3 % | 1.094.117 $ | +1.094.117 $ | |
| NVIDIA CORP | NVDA | 989.196 $ | +8.905 $ | +0,9 % | 980.291 $ | +980.291 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 400.612 $ | +4.453 $ | +1,1 % | 396.159 $ | +396.159 $ | |
| GLOBAL PAYMENTS INC | GPN | 363.006 $ | -26.639 $ | -6,8 % | 389.645 $ | +389.645 $ | |
| VICTORY CAPITAL MANAGEMENT INC | 337.018 $ | +337.018 $ | |||||
| JPMORGAN CHASE & CO | JPM | 325.764 $ | +6.864 $ | +2,2 % | 318.900 $ | +318.900 $ | |
| KLA CORP | KLAC | 315.921 $ | +35.485 $ | +12,7 % | 280.436 $ | +280.436 $ | |
| GOLDMAN SACHS GROUP INC | GS | 308.529 $ | +29.010 $ | +10,4 % | 279.519 $ | +279.519 $ | |
| TWILIO INC | TWLO | 259.730 $ | +259.730 $ | ||||
| Walmart Inc. | WMT | 220.592 $ | +16.533 $ | +8,1 % | 204.059 $ | +204.059 $ | |
| 135.544.889 $ | +13.736.996 $ | +4,5 % | 121.807.893 $ | +121.807.893 $ | |||