| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 199.675.948 $ | +2.854.459 $ | +1,2 % | 196.821.489 $ | +23.194.074 $ | +12,0 % | 173.423.887 $ | +11.395.039 $ | +7,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 115.663.826 $ | +2.755.886 $ | +2,4 % | 112.907.940 $ | +10.883.451 $ | +10,7 % | 102.024.489 $ | +10.805.145 $ | +11,8 % |
| APPFOLIO INC | APPF | 44.529.186 $ | -1.194.682 $ | -2,6 % | 45.723.868 $ | +8.807.138 $ | +23,9 % | 36.916.730 $ | -2.466.572 $ | -6,3 % |
| BlackRock, Inc. | BLK | 31.334.469 $ | +335.530 $ | +1,1 % | 30.998.939 $ | +2.257.546 $ | +7,9 % | 28.741.393 $ | +2.820.044 $ | +10,9 % |
| ISHARES GOLD TRUST | IAU | 3.532.970 $ | +652.371 $ | +22,6 % | 2.880.599 $ | +1.283.604 $ | +80,4 % | 1.596.995 $ | -196.617 $ | -11,0 % |
| AMAZON COM INC | AMZN | 647.172 $ | -302.746 $ | -31,9 % | 949.918 $ | -149.327 $ | -13,6 % | 1.099.245 $ | +187.820 $ | +20,6 % |
| MICROSOFT CORP | MSFT | 716.943 $ | -132.723 $ | -15,6 % | 849.666 $ | -20.021 $ | -2,3 % | 869.687 $ | +258.582 $ | +42,3 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 772.717 $ | -13.330 $ | -1,7 % | 786.047 $ | +31.854 $ | +4,2 % | 754.193 $ | -82.586 $ | -9,9 % |
| NVIDIA CORP | NVDA | 667.663 $ | -51.738 $ | -7,2 % | 719.401 $ | +23.865 $ | +3,4 % | 695.536 $ | +68.173 $ | +10,9 % |
| JOHNSON & JOHNSON | JNJ | 590.224 $ | +75.025 $ | +14,6 % | 515.199 $ | +75.400 $ | +17,1 % | 439.799 $ | -2.823 $ | -0,6 % |
| ALPHA PRO TECH LTD | APT | 458.019 $ | +458.019 $ | |||||||
| CITIGROUP INC | C | 290.991 $ | +2.001 $ | +0,7 % | 288.990 $ | +3.170 $ | +1,1 % | 285.820 $ | +3.873 $ | +1,4 % |
| ELI LILLY & Co | LLY | 263.196 $ | +62.274 $ | +31,0 % | 200.922 $ | -2.606 $ | -1,3 % | |||
| EXXON MOBIL CORP | XOM | 208.572 $ | +208.572 $ | |||||||
| 199.675.948 $ | +2.854.459 $ | +1,2 % | 196.821.489 $ | +23.194.074 $ | +12,0 % | 173.423.887 $ | +11.395.039 $ | +7,0 % | ||