| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 33.411.488 $ | -2.290.809 $ | -2,4 % | 35.915.538 $ | +35.915.538 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 18.066.077 $ | +94.798 $ | +0,5 % | 17.971.279 $ | +17.971.279 $ | |
| BlackRock, Inc. | BLK | 9.711.051 $ | -2.681.062 $ | -21,6 % | 12.392.113 $ | +12.392.113 $ | |
| APPFOLIO INC | APPF | 1.636.347 $ | +80.302 $ | +5,2 % | 1.556.045 $ | +1.556.045 $ | |
| EXXON MOBIL CORP | XOM | 1.165.597 $ | +75.326 $ | +6,9 % | 1.090.271 $ | +1.090.271 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 898.738 $ | -161 $ | -0,0 % | 898.899 $ | +898.899 $ | |
| MICROSOFT CORP | MSFT | 537.638 $ | -35.171 $ | -6,1 % | 572.809 $ | +572.809 $ | |
| CHEVRON CORP | CVX | 463.404 $ | -38.526 $ | -7,7 % | 501.930 $ | +501.930 $ | |
| JPMORGAN CHASE & CO | JPM | 475.067 $ | +11.968 $ | +2,6 % | 463.099 $ | +463.099 $ | |
| AbbVie Inc. | ABBV | 252.481 $ | -3.371 $ | -1,3 % | 255.852 $ | +255.852 $ | |
| AT&T INC. | T | 213.241 $ | +213.241 $ | ||||
| JOHNSON & JOHNSON | JNJ | 205.088 $ | +205.088 $ | ||||
| 33.411.488 $ | -2.290.809 $ | -2,4 % | 35.915.538 $ | +35.915.538 $ | |||