| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.126.807.116 $ | -51.585.879 $ | +9,1 % | 1.294.195.474 $ | +567.475.207 $ | +148,3 % | 846.199.554 $ | +366.148.226 $ | +122,1 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 480.400.201 $ | -62.058.000 $ | -11,4 % | 542.458.201 $ | +147.614.742 $ | +37,4 % | 394.843.459 $ | +163.086.042 $ | +70,4 % |
| ALPHA PRO TECH LTD | APT | 135.420.390 $ | +50.210.769 $ | +58,9 % | 85.209.621 $ | +55.375.284 $ | +185,6 % | 29.834.337 $ | +16.317.474 $ | +120,7 % |
| Roblox Corp | RBLX | 101.206.729 $ | +101.206.729 $ | |||||||
| NVIDIA CORP | NVDA | 60.501.533 $ | -34.662.103 $ | -36,4 % | 95.163.636 $ | +88.870.578 $ | +1.412,2 % | 6.293.058 $ | +2.106.989 $ | +50,3 % |
| AMAZON COM INC | AMZN | 84.250.685 $ | +32.059.994 $ | +61,4 % | 52.190.691 $ | +21.724 $ | +0,0 % | 52.168.967 $ | +30.656.079 $ | +142,5 % |
| INTEL CORP | INTC | 10.679.229 $ | -59.627.983 $ | -84,8 % | 70.307.212 $ | +64.782.946 $ | +1.172,7 % | 5.524.266 $ | -76.451 $ | -1,4 % |
| MICRON TECHNOLOGY INC | MU | 68.913.101 $ | +68.913.101 $ | |||||||
| CYTOKINETICS INC | CYTK | 47.526.840 $ | -18.012.081 $ | -27,5 % | 65.538.921 $ | +29.771.039 $ | +83,2 % | 35.767.882 $ | +29.285.838 $ | +451,8 % |
| Vertiv Holdings Co | VRT | 29.438.837 $ | -29.603.090 $ | -50,1 % | 59.041.927 $ | +27.243.245 $ | +85,7 % | 31.798.682 $ | +28.451.201 $ | +849,9 % |
| Eaton Corp plc | ETN | 14.595.750 $ | -31.388.132 $ | -68,3 % | 45.983.882 $ | +41.633.515 $ | +957,0 % | |||
| MICROSOFT CORP | MSFT | 45.472.371 $ | +21.617.666 $ | +90,6 % | 23.854.705 $ | +17.986.262 $ | +306,5 % | 5.868.443 $ | +1.438.090 $ | +32,5 % |
| SOLENO THERAPEUTICS INC | SLNO | 42.088.894 $ | +42.088.894 $ | |||||||
| WESTERN DIGITAL CORP | WDC | 39.161.278 $ | -2.123.034 $ | -5,1 % | 41.284.312 $ | +41.284.312 $ | ||||
| ELI LILLY & Co | LLY | 40.216.732 $ | +40.216.732 $ | |||||||
| LINDE PLC | LIN | 27.420.715 $ | -9.063.560 $ | -24,8 % | 36.484.275 $ | -812.251 $ | -2,2 % | 37.296.526 $ | +128.210 $ | +0,3 % |
| ORACLE CORP | ORCL | 4.676.671 $ | -30.078.687 $ | -86,5 % | 34.755.358 $ | +26.693.158 $ | +331,1 % | 8.062.200 $ | +6.474.518 $ | +407,8 % |
| FREEPORT-MCMORAN INC | FCX | 28.193.173 $ | +6.422.426 $ | +29,5 % | 21.770.747 $ | -2.292.535 $ | -9,5 % | 24.063.282 $ | +3.047.461 $ | +14,5 % |
| MERCADOLIBRE INC | MELI | 12.560.925 $ | -2.012.233 $ | -13,8 % | 14.573.158 $ | -1.728.052 $ | -10,6 % | 16.301.210 $ | -2.023.312 $ | -11,0 % |
| VERIZON COMMUNICATIONS INC | VZ | 14.888.644 $ | -2.147.030 $ | -12,6 % | ||||||
| ADVANCED MICRO DEVICES INC | AMD | 10.866.050 $ | +6.010.894 $ | +123,8 % | 4.855.156 $ | -2.538.543 $ | -34,3 % | 7.393.699 $ | +5.297.392 $ | +252,7 % |
| NEKTAR THERAPEUTICS | NKTR | 7.953.375 $ | -800.462 $ | -9,1 % | 8.753.837 $ | +8.753.837 $ | ||||
| NEUROCRINE BIOSCIENCES INC | NBIX | 6.781.478 $ | +814.166 $ | +13,6 % | ||||||
| JPMORGAN CHASE & CO | JPM | 5.831.538 $ | +4.454.686 $ | +323,5 % | 1.376.852 $ | +108.206 $ | +8,5 % | 1.268.646 $ | +1.097.672 $ | +642,0 % |
| NETFLIX INC | NFLX | 584.125 $ | -4.043.706 $ | -87,4 % | 4.627.831 $ | -513.089 $ | -10,0 % | 5.140.920 $ | +1.580.520 $ | +44,4 % |
| FISERV INC | FISV | 1.976.343 $ | -1.817.164 $ | -47,9 % | 3.793.507 $ | -1.279.312 $ | -25,2 % | 5.072.819 $ | -1.424.662 $ | -21,9 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 4.793.773 $ | -5.383 $ | -0,1 % | 4.799.156 $ | +191.628 $ | +4,2 % | 4.607.528 $ | -22.296.816 $ | -82,9 % |
| Mastercard Inc | MA | 4.738.278 $ | +340.711 $ | +7,7 % | ||||||
| AbbVie Inc. | ABBV | 4.440.030 $ | +4.440.030 $ | |||||||
| GENERAL ELECTRIC CO | GE | 4.253.586 $ | +4.253.586 $ | |||||||
| RTX Corp | RTX | 4.057.175 $ | +4.057.175 $ | |||||||
| CATERPILLAR INC | CAT | 3.886.923 $ | +3.886.923 $ | |||||||
| APPFOLIO INC | APPF | 3.335.178 $ | +211.632 $ | +6,8 % | 3.123.546 $ | +604.674 $ | +24,0 % | 2.518.872 $ | -208.218 $ | -7,6 % |
| Walmart Inc. | WMT | 3.243.925 $ | +241.066 $ | +8,0 % | 3.002.859 $ | +152.181 $ | +5,3 % | 2.850.678 $ | -2.494.592 $ | -46,7 % |
| COCA COLA CO | KO | 364.790 $ | +16.942 $ | +4,9 % | 347.848 $ | -2.634.548 $ | -88,3 % | 2.982.396 $ | -4.712.457 $ | -61,2 % |
| UNITEDHEALTH GROUP INC | UNH | 2.548.171 $ | -1.533.413 $ | -37,6 % | ||||||
| Accenture plc | ACN | 1.924.553 $ | -79.680 $ | -4,0 % | ||||||
| AT&T INC. | T | 1.852.507 $ | -1.427.351 $ | -43,5 % | ||||||
| PROCTER & GAMBLE Co | PG | 593.303 $ | -44.652 $ | -7,0 % | 637.955 $ | -25.294 $ | -3,8 % | 663.249 $ | -7.102.790 $ | -91,5 % |
| PEPSICO INC | PEP | 451.083 $ | +9.399 $ | +2,1 % | 441.684 $ | +26.418 $ | +6,4 % | 415.266 $ | -6.826.536 $ | -94,3 % |
| 1.126.807.116 $ | -51.585.879 $ | +9,1 % | 1.294.195.474 $ | +567.475.207 $ | +148,3 % | 846.199.554 $ | +366.148.226 $ | +122,1 % | ||