| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 242.342.197 $ | +123.539.229 $ | +49,2 % | 112.627.514 $ | -109.146.202 $ | -39,6 % | 229.002.483 $ | +125.130.361 $ | +193,3 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 212.510.500 $ | +110.626.187 $ | +108,6 % | 101.884.313 $ | -100.336.074 $ | -49,6 % | 202.220.387 $ | +105.804.783 $ | +109,7 % |
| SPS COMMERCE INC | SPSC | 12.082.405 $ | +6.343.837 $ | +110,5 % | 5.738.568 $ | -3.903.553 $ | -40,5 % | 9.642.121 $ | +4.984.333 $ | +107,0 % |
| MICROSOFT CORP | MSFT | 2.027.063 $ | +1.237.978 $ | +156,9 % | 789.085 $ | -1.506.867 $ | -65,6 % | 2.295.952 $ | +1.829.299 $ | +392,0 % |
| APPFOLIO INC | APPF | 1.784.420 $ | +1.184.486 $ | +197,4 % | 599.934 $ | -798.666 $ | -57,1 % | 1.398.600 $ | +983.393 $ | +236,8 % |
| JPMORGAN CHASE & CO | JPM | 1.216.449 $ | +695.804 $ | +133,6 % | 520.645 $ | -551.766 $ | -51,5 % | 1.072.411 $ | +813.567 $ | +314,3 % |
| CHEVRON CORP | CVX | 1.001.786 $ | +536.219 $ | +115,2 % | 465.567 $ | -660.856 $ | -58,7 % | 1.126.423 $ | +754.230 $ | +202,6 % |
| BlackRock, Inc. | BLK | 1.120.509 $ | +781.524 $ | +230,5 % | 338.985 $ | -567.404 $ | -62,6 % | 906.389 $ | +597.618 $ | +193,5 % |
| NVIDIA CORP | NVDA | 876.645 $ | +276.180 $ | +46,0 % | 600.465 $ | -112.356 $ | -15,8 % | 712.821 $ | +712.821 $ | |
| AMAZON COM INC | AMZN | 771.382 $ | +300.242 $ | +63,7 % | 471.140 $ | -367.338 $ | -43,8 % | 838.478 $ | +548.712 $ | +189,4 % |
| EXXON MOBIL CORP | XOM | 452.995 $ | -221.707 $ | -32,9 % | 674.702 $ | +290.466 $ | +75,6 % | 384.236 $ | +384.236 $ | |
| MCDONALDS CORP | MCD | 663.333 $ | +417.449 $ | +169,8 % | 245.884 $ | -395.221 $ | -61,6 % | 641.105 $ | +401.708 $ | +167,8 % |
| Walmart Inc. | WMT | 643.052 $ | +55.167 $ | +9,4 % | 587.885 $ | +587.885 $ | ||||
| Mastercard Inc | MA | 637.621 $ | +134.614 $ | +26,8 % | 503.007 $ | +503.007 $ | ||||
| AMERICAN EXPRESS CO | AXP | 579.147 $ | +152.634 $ | +35,8 % | 426.513 $ | +426.513 $ | ||||
| AbbVie Inc. | ABBV | 538.853 $ | +138.370 $ | +34,6 % | 400.483 $ | +400.483 $ | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | 516.456 $ | +218.230 $ | +73,2 % | 298.226 $ | -236.567 $ | -44,2 % | 534.793 $ | +86.894 $ | +19,4 % |
| NEXTERA ENERGY INC | NEE | 491.457 $ | +79.310 $ | +19,2 % | 412.147 $ | +412.147 $ | ||||
| Accenture plc | ACN | 347.793 $ | -62.509 $ | -15,2 % | 410.302 $ | +410.302 $ | ||||
| Eaton Corp plc | ETN | 392.175 $ | +21.854 $ | +5,9 % | 370.321 $ | +370.321 $ | ||||
| CATERPILLAR INC | CAT | 349.120 $ | +92.737 $ | +36,2 % | 256.383 $ | +256.383 $ | ||||
| PALATIN TECHNOLOGIES INC | PTNT | 273.028 $ | -70.438 $ | -20,5 % | 343.466 $ | +343.466 $ | ||||
| ROPER TECHNOLOGIES INC | ROP | 232.462 $ | -99.685 $ | -30,0 % | 332.147 $ | +332.147 $ | ||||
| Trane Technologies plc | TT | 328.832 $ | +63.236 $ | +23,8 % | 265.596 $ | +265.596 $ | ||||
| LINDE PLC | LIN | 324.843 $ | -1.477 $ | -0,5 % | 326.320 $ | +326.320 $ | ||||
| ALPHA PRO TECH LTD | APT | 321.957 $ | +5.830 $ | +1,8 % | 316.127 $ | +316.127 $ | ||||
| PROCTER & GAMBLE Co | PG | 320.455 $ | +320.455 $ | |||||||
| JOHNSON & JOHNSON | JNJ | 277.349 $ | -37.101 $ | -11,8 % | 314.450 $ | +314.450 $ | ||||
| ANALOG DEVICES INC | ADI | 298.695 $ | +298.695 $ | |||||||
| Zoetis Inc. | ZTS | 239.862 $ | -24.052 $ | -9,1 % | 263.914 $ | +263.914 $ | ||||
| CITIGROUP INC | C | 238.547 $ | +238.547 $ | |||||||
| NASDAQ, INC. | NDAQ | 236.712 $ | +236.712 $ | |||||||
| AT&T INC. | T | 216.432 $ | -11.455 $ | -5,0 % | 227.887 $ | +227.887 $ | ||||
| COLGATE PALMOLIVE CO | CL | 226.682 $ | +226.682 $ | |||||||
| Smurfit Westrock plc | SW | 225.527 $ | +225.527 $ | |||||||
| STARBUCKS CORP | SBUX | 219.770 $ | +5.161 $ | +2,4 % | 214.609 $ | +214.609 $ | ||||
| UNITEDHEALTH GROUP INC | UNH | 207.481 $ | +207.481 $ | |||||||
| COMCAST CORP | CMCSA | 203.715 $ | -182 $ | -0,1 % | 203.897 $ | +203.897 $ | ||||
| 242.342.197 $ | +123.539.229 $ | +49,2 % | 112.627.514 $ | -109.146.202 $ | -39,6 % | 229.002.483 $ | +125.130.361 $ | +193,3 % | ||