| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 74.430.322 $ | +6.409.288 $ | +13,8 % | 69.500.465 $ | +6.915.917 $ | +11,8 % | 62.785.760 $ | +62.785.760 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 60.091.297 $ | +3.316.737 $ | +5,8 % | 56.774.560 $ | +4.661.085 $ | +8,9 % | 52.113.475 $ | +52.113.475 $ | |
| APPFOLIO INC | APPF | 1.293.616 $ | +122.611 $ | +10,5 % | 1.171.005 $ | +156.573 $ | +15,4 % | 1.014.432 $ | +1.014.432 $ | |
| AMAZON COM INC | AMZN | 1.063.567 $ | +710 $ | +0,1 % | 1.062.857 $ | +20.398 $ | +2,0 % | 1.042.459 $ | +1.042.459 $ | |
| CATERPILLAR INC | CAT | 1.017.160 $ | +311.187 $ | +44,1 % | 705.973 $ | +201.981 $ | +40,1 % | 503.992 $ | +503.992 $ | |
| UNITED PARCEL SERVICE INC | UPS | 319.668 $ | -681.197 $ | -68,1 % | 1.000.865 $ | +1.000.865 $ | ||||
| NVIDIA CORP | NVDA | 972.495 $ | +60.056 $ | +6,6 % | 912.439 $ | +51.036 $ | +5,9 % | 861.403 $ | +861.403 $ | |
| BlackRock, Inc. | BLK | 950.245 $ | +48.417 $ | +5,4 % | 901.828 $ | +41.938 $ | +4,9 % | 859.890 $ | +859.890 $ | |
| MCDONALDS CORP | MCD | 927.558 $ | +64.620 $ | +7,5 % | 862.938 $ | +18.246 $ | +2,2 % | 844.692 $ | +844.692 $ | |
| ELI LILLY & Co | LLY | 834.712 $ | +196.179 $ | +30,7 % | 638.533 $ | +175.903 $ | +38,0 % | 462.630 $ | +462.630 $ | |
| ALPHA PRO TECH LTD | APT | 751.589 $ | +121.097 $ | +19,2 % | 630.492 $ | +177.852 $ | +39,3 % | 452.640 $ | +452.640 $ | |
| MICROSOFT CORP | MSFT | 490.899 $ | -41.489 $ | -7,8 % | 532.388 $ | +39.967 $ | +8,1 % | 492.421 $ | +492.421 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 518.811 $ | +8.171 $ | +1,6 % | 510.640 $ | +22.846 $ | +4,7 % | 487.794 $ | +487.794 $ | |
| AbbVie Inc. | ABBV | 425.528 $ | +425.528 $ | |||||||
| NUCOR CORP | NUE | 407.143 $ | +161.627 $ | +65,8 % | 245.516 $ | +32.371 $ | +15,2 % | 213.145 $ | +213.145 $ | |
| NEXTERA ENERGY INC | NEE | 397.577 $ | +397.577 $ | |||||||
| Penumbra Inc | PEN | 392.527 $ | +122.860 $ | +45,6 % | 269.667 $ | +50.446 $ | +23,0 % | 219.221 $ | +219.221 $ | |
| PROCTER & GAMBLE Co | PG | 387.996 $ | +50.677 $ | +15,0 % | 337.319 $ | -8.222 $ | -2,4 % | 345.541 $ | +345.541 $ | |
| GENERAL DYNAMICS CORP | GD | 380.173 $ | +380.173 $ | |||||||
| JPMORGAN CHASE & CO | JPM | 376.046 $ | +42.531 $ | +12,8 % | 333.515 $ | +56.821 $ | +20,5 % | 276.694 $ | +276.694 $ | |
| GENERAL ELECTRIC CO | GE | 347.709 $ | +41.562 $ | +13,6 % | 306.147 $ | +73.491 $ | +31,6 % | 232.656 $ | +232.656 $ | |
| Eaton Corp plc | ETN | 341.356 $ | +32.980 $ | +10,7 % | 308.376 $ | +61.695 $ | +25,0 % | 246.681 $ | +246.681 $ | |
| AMERICAN EXPRESS CO | AXP | 308.107 $ | +35.656 $ | +13,1 % | 272.451 $ | +272.451 $ | ||||
| Mastercard Inc | MA | 302.674 $ | +12.089 $ | +4,2 % | 290.585 $ | +42.536 $ | +17,1 % | 248.049 $ | +248.049 $ | |
| Palo Alto Networks Inc | PANW | 256.375 $ | -39.452 $ | -13,3 % | 295.827 $ | +295.827 $ | ||||
| Constellation Energy Corp | CEG | 279.003 $ | +279.003 $ | |||||||
| CHIPOTLE MEXICAN GRILL INC | CMG | 262.881 $ | +49.159 $ | +23,0 % | 213.722 $ | +213.722 $ | ||||
| INTUITIVE SURGICAL INC | ISRG | 245.099 $ | +41.218 $ | +20,2 % | 203.881 $ | +203.881 $ | ||||
| Accenture plc | ACN | 242.546 $ | +2.487 $ | +1,0 % | 240.059 $ | +524 $ | +0,2 % | 239.535 $ | +239.535 $ | |
| BOSTON SCIENTIFIC CORP | BSX | 236.191 $ | +236.191 $ | |||||||
| NETFLIX INC | NFLX | 230.277 $ | +230.277 $ | |||||||
| DEXCOM INC | DXCM | 225.041 $ | +12.430 $ | +5,8 % | 212.611 $ | +212.611 $ | ||||
| DOMINOS PIZZA INC | DPZ | 223.072 $ | +9.034 $ | +4,2 % | 214.038 $ | +214.038 $ | ||||
| CHEVRON CORP | CVX | 205.442 $ | +205.442 $ | |||||||
| ROPER TECHNOLOGIES INC | ROP | 205.373 $ | +205.373 $ | |||||||
| STARBUCKS CORP | SBUX | 201.212 $ | +201.212 $ | |||||||
| 74.430.322 $ | +6.409.288 $ | +13,8 % | 69.500.465 $ | +6.915.917 $ | +11,8 % | 62.785.760 $ | +62.785.760 $ | |||