| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 66.714.450 $ | +2.854.461 $ | +33,2 % | 64.069.382 $ | +5.332.204 $ | +12,0 % | 58.737.178 $ | -30.466.848 $ | -2,7 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 59.608.251 $ | +2.006.414 $ | +3,5 % | 57.601.837 $ | +4.841.758 $ | +9,2 % | 52.760.079 $ | -29.778.717 $ | -36,1 % |
| BlackRock, Inc. | BLK | 3.396.343 $ | -75.861 $ | -2,2 % | 3.472.204 $ | -530.340 $ | -13,3 % | 4.002.544 $ | -689.439 $ | -14,7 % |
| MORGAN STANLEY | MS | 897.010 $ | +55.853 $ | +6,6 % | 841.157 $ | +144.686 $ | +20,8 % | 696.471 $ | -19.138 $ | -2,7 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 693.657 $ | +493.064 $ | +245,8 % | 200.593 $ | +200.593 $ | ||||
| APPFOLIO INC | APPF | 566.013 $ | +59.554 $ | +11,8 % | 506.459 $ | +41.749 $ | +9,0 % | 464.710 $ | -103.499 $ | -18,2 % |
| ALPHA PRO TECH LTD | APT | 444.304 $ | +90.958 $ | +25,7 % | 353.346 $ | +108.122 $ | +44,1 % | 245.224 $ | +30.042 $ | +14,0 % |
| MICROSOFT CORP | MSFT | 359.913 $ | +2.939 $ | +0,8 % | 356.974 $ | +26.094 $ | +7,9 % | 330.880 $ | +62.399 $ | +23,2 % |
| AMAZON COM INC | AMZN | 282.408 $ | +30.012 $ | +11,9 % | 252.396 $ | +15.126 $ | +6,4 % | 237.270 $ | +31.504 $ | +15,3 % |
| SOUTHERN CO | SO | 261.774 $ | -13.249 $ | -4,8 % | 275.023 $ | +275.023 $ | ||||
| Eaton Corp plc | ETN | 209.393 $ | +209.393 $ | |||||||
| JOHNSON & JOHNSON | JNJ | 204.777 $ | +204.777 $ | |||||||
| 66.714.450 $ | +2.854.461 $ | +33,2 % | 64.069.382 $ | +5.332.204 $ | +12,0 % | 58.737.178 $ | -30.466.848 $ | -2,7 % | ||