| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 385.457.699 $ | -6.162.739 $ | -0,7 % | 400.952.770 $ | +400.952.770 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 153.350.395 $ | -14.773.455 $ | -8,8 % | 168.123.850 $ | +168.123.850 $ | |
| ALPHA PRO TECH LTD | APT | 21.865.902 $ | -3.323.939 $ | -13,2 % | 25.189.841 $ | +25.189.841 $ | |
| LAM RESEARCH CORP | LRCX | 14.998.278 $ | -9.365.584 $ | -38,4 % | 24.363.862 $ | +24.363.862 $ | |
| ASML HOLDING NV | ASML | 18.094.542 $ | -127.816 $ | -0,7 % | 18.222.358 $ | +18.222.358 $ | |
| CUMMINS INC | CMI | 17.646.767 $ | +1.251.631 $ | +7,6 % | 16.395.136 $ | +16.395.136 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 14.160.153 $ | -1.734.475 $ | -10,9 % | 15.894.628 $ | +15.894.628 $ | |
| BANK OF NOVA SCOTIA | BNS | 15.295.170 $ | +360.761 $ | +2,4 % | 14.934.409 $ | +14.934.409 $ | |
| EMERSON ELECTRIC CO | EMR | 12.701.437 $ | -1.386.770 $ | -9,8 % | 14.088.207 $ | +14.088.207 $ | |
| Accenture plc | ACN | 13.885.867 $ | +5.212.698 $ | +60,1 % | 8.673.169 $ | +8.673.169 $ | |
| Phillips 66 | PSX | 11.618.891 $ | -2.126.066 $ | -15,5 % | 13.744.957 $ | +13.744.957 $ | |
| VAIL RESORTS INC | MTN | 10.713.507 $ | -2.848.902 $ | -21,0 % | 13.562.409 $ | +13.562.409 $ | |
| DEERE & CO | DE | 13.165.854 $ | +13.165.854 $ | ||||
| PEPSICO INC | PEP | 12.845.184 $ | +2.249.829 $ | +21,2 % | 10.595.355 $ | +10.595.355 $ | |
| Shell plc | SHEL | 12.127.654 $ | +3.742.049 $ | +44,6 % | 8.385.605 $ | +8.385.605 $ | |
| NOVARTIS AG | NVS | 11.243.161 $ | -395.004 $ | -3,4 % | 11.638.165 $ | +11.638.165 $ | |
| ICON PLC | ICLR | 9.670.598 $ | -657.377 $ | -6,4 % | 10.327.975 $ | +10.327.975 $ | |
| UNILEVER PLC | UL | 9.558.210 $ | -132.351 $ | -1,4 % | 9.690.561 $ | +9.690.561 $ | |
| CARMAX INC | KMX | 9.332.332 $ | +9.332.332 $ | ||||
| DIAGEO PLC | DEO | 6.331.873 $ | -1.458.078 $ | -18,7 % | 7.789.951 $ | +7.789.951 $ | |
| POOL CORP | POOL | 6.184.256 $ | +6.184.256 $ | ||||
| 385.457.699 $ | -6.162.739 $ | -0,7 % | 400.952.770 $ | +400.952.770 $ | |||