| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 212.990.622 $ | +22.963.973 $ | +10,3 % | 190.477.305 $ | +17.067.173 $ | +38,6 % | 173.456.847 $ | +6.423.446 $ | +36,9 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 154.625.675 $ | +16.355.804 $ | +11,8 % | 138.269.871 $ | +12.148.316 $ | +9,6 % | 126.121.555 $ | +2.784.353 $ | +2,3 % |
| MORGAN STANLEY | MS | 45.328.502 $ | +4.654.938 $ | +11,4 % | 40.673.564 $ | +1.225.183 $ | +3,1 % | 39.448.381 $ | +1.204.056 $ | +3,1 % |
| MICROSOFT CORP | MSFT | 2.690.179 $ | -22.991 $ | -0,8 % | 2.713.170 $ | +480.286 $ | +21,5 % | 2.232.884 $ | +590.920 $ | +36,0 % |
| BlackRock, Inc. | BLK | 1.502.221 $ | -34.459 $ | -2,2 % | 1.536.680 $ | +314.691 $ | +25,8 % | 1.221.989 $ | +960.829 $ | +367,9 % |
| GENERAL ELECTRIC CO | GE | 1.220.107 $ | -156.445 $ | -11,4 % | 1.376.552 $ | +655.860 $ | +91,0 % | 720.692 $ | +152.066 $ | +26,7 % |
| APPFOLIO INC | APPF | 1.058.079 $ | +253.448 $ | +31,5 % | 804.631 $ | +417.680 $ | +107,9 % | 386.951 $ | -31.986 $ | -7,6 % |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 761.497 $ | +761.497 $ | ||||||||
| UNITEDHEALTH GROUP INC | UNH | 317.896 $ | -359.237 $ | -53,1 % | 677.133 $ | +449.083 $ | +196,9 % | 228.050 $ | -154.811 $ | -40,4 % |
| NVIDIA CORP | NVDA | 639.322 $ | -28.261 $ | -4,2 % | 667.583 $ | +168.177 $ | +33,7 % | 499.406 $ | +156.492 $ | +45,6 % |
| AMAZON COM INC | AMZN | 568.740 $ | +27.720 $ | +5,1 % | 541.020 $ | +145.240 $ | +36,7 % | 395.780 $ | +52.551 $ | +15,3 % |
| JPMORGAN CHASE & CO | JPM | 540.685 $ | +83.942 $ | +18,4 % | 456.743 $ | +85.078 $ | +22,9 % | 371.665 $ | +57.190 $ | +18,2 % |
| ELI LILLY & Co | LLY | 488.979 $ | +141.814 $ | +40,8 % | 347.165 $ | +347.165 $ | ||||
| ISHARES GOLD TRUST | IAU | 470.867 $ | +47.491 $ | +11,2 % | 423.376 $ | +60.566 $ | +16,7 % | 362.810 $ | +19.781 $ | +5,8 % |
| LAM RESEARCH CORP | LRCX | 451.915 $ | +98.419 $ | +27,8 % | 353.496 $ | -104.002 $ | -22,7 % | 457.498 $ | +115.808 $ | +33,9 % |
| EXXON MOBIL CORP | XOM | 441.166 $ | +166.281 $ | +60,5 % | 274.885 $ | +8.244 $ | +3,1 % | |||
| ALPHA PRO TECH LTD | APT | 403.547 $ | +90.342 $ | +28,8 % | 313.205 $ | +313.205 $ | ||||
| PALATIN TECHNOLOGIES INC | PTNT | 357.989 $ | +71.954 $ | +25,2 % | 286.035 $ | +50.338 $ | +21,4 % | 235.697 $ | +235.697 $ | |
| MICRON TECHNOLOGY INC | MU | 354.194 $ | +354.194 $ | |||||||
| NETFLIX INC | NFLX | 313.356 $ | +94.211 $ | +43,0 % | ||||||
| MCDONALDS CORP | MCD | 279.346 $ | +1.591 $ | +0,6 % | 277.755 $ | +39.929 $ | +16,8 % | 237.826 $ | -16.443 $ | -6,5 % |
| IMPERIAL OIL LTD | IMO | 254.615 $ | +254.615 $ | |||||||
| ORACLE CORP | ORCL | 230.617 $ | +29.915 $ | +14,9 % | 200.702 $ | +200.702 $ | ||||
| RTX Corp | RTX | 220.039 $ | +220.039 $ | |||||||
| JOHNSON & JOHNSON | JNJ | 206.536 $ | +206.536 $ | |||||||
| PLUG POWER INC | PLUG | 28.565 $ | -5.220 $ | -15,5 % | 33.785 $ | +12.180 $ | +56,4 % | 21.605 $ | +2.030 $ | +10,4 % |
| 212.990.622 $ | +22.963.973 $ | +10,3 % | 190.477.305 $ | +17.067.173 $ | +38,6 % | 173.456.847 $ | +6.423.446 $ | +36,9 % | ||