| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.062.369.545 $ | +4.051.606 $ | -3,1 % | 1.094.528.453 $ | +248.327.483 $ | +53,4 % | 1.017.312.728 $ | +266.884.715 $ | +39,3 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 719.190.718 $ | -21.954.143 $ | -3,0 % | 741.144.861 $ | +158.524.411 $ | +27,2 % | 582.620.450 $ | +40.549.581 $ | +7,5 % |
| CARNIVAL CORP | CCL | 77.496.014 $ | +18.052.486 $ | +30,4 % | 59.443.528 $ | -3.073.840 $ | -4,9 % | 62.517.368 $ | +25.846.180 $ | +70,5 % |
| MCDONALDS CORP | MCD | 69.533.679 $ | +57.219.429 $ | +464,7 % | ||||||
| Performance Food Group Co | PFGC | 50.789.783 $ | -2.064.306 $ | -3,9 % | 52.854.089 $ | +10.671.332 $ | +25,3 % | 42.182.757 $ | +19.316.681 $ | +84,5 % |
| Birkenstock Holding plc | BIRK | 30.457.985 $ | -16.619.979 $ | -35,3 % | 47.077.964 $ | +24.929.407 $ | +112,6 % | 22.148.557 $ | +22.148.557 $ | |
| DOLLAR GENERAL CORP | DG | 44.994.576 $ | +44.994.576 $ | |||||||
| Viking Holdings Ltd | VIK | 35.374.729 $ | +4.368.202 $ | +14,1 % | 31.006.527 $ | -10.667.639 $ | -25,6 % | 41.674.166 $ | +23.441.994 $ | +128,6 % |
| PROCTER & GAMBLE Co | PG | 37.526.583 $ | +37.526.583 $ | |||||||
| WILLIAMS SONOMA INC | WSM | 19.335.761 $ | -1.982.752 $ | -9,3 % | 21.318.513 $ | -14.724.503 $ | -40,9 % | 36.043.016 $ | +12.394.734 $ | +52,4 % |
| Booking Holdings Inc. | BKNG | 33.872.843 $ | -21.032.310 $ | -38,3 % | ||||||
| URBAN OUTFITTERS INC | URBN | 24.493.367 $ | -8.421.791 $ | -25,6 % | 32.915.158 $ | +5.789.841 $ | +21,3 % | 27.125.317 $ | -10.642.088 $ | -28,2 % |
| YUM BRANDS INC | YUM | 30.926.776 $ | +5.638.525 $ | +22,3 % | 25.288.251 $ | +25.288.251 $ | ||||
| Walmart Inc. | WMT | 16.988.911 $ | -10.966.320 $ | -39,2 % | 27.955.231 $ | +27.955.231 $ | ||||
| RALPH LAUREN CORP | RL | 252.124 $ | +28.556 $ | +12,8 % | 223.568 $ | -19.351.521 $ | -98,9 % | 19.575.089 $ | +5.308.221 $ | +37,2 % |
| GAP INC | GAP | 19.536.794 $ | +446.545 $ | +2,3 % | 19.090.249 $ | +19.090.249 $ | ||||
| AT&T INC. | T | 19.271.927 $ | +19.271.927 $ | |||||||
| ETSY INC | ETSY | 18.709.229 $ | +18.709.229 $ | |||||||
| DARDEN RESTAURANTS INC | DRI | 15.882.820 $ | +15.882.820 $ | |||||||
| WYNN RESORTS LTD | WYNN | 11.055.335 $ | +11.055.335 $ | |||||||
| KROGER CO | KR | 6.316.113 $ | +6.316.113 $ | |||||||
| 1.062.369.545 $ | +4.051.606 $ | -3,1 % | 1.094.528.453 $ | +248.327.483 $ | +53,4 % | 1.017.312.728 $ | +266.884.715 $ | +39,3 % | ||