| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 509.971.571 $ | +32.726.625 $ | +23,5 % | 476.877.552 $ | +30.634.134 $ | +10,4 % | 446.243.418 $ | +52.982.533 $ | +34,2 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 301.861.866 $ | +15.960.449 $ | +5,6 % | 285.901.417 $ | +17.870.345 $ | +6,7 % | 268.031.072 $ | +27.435.710 $ | +11,4 % |
| BlackRock, Inc. | BLK | 169.115.968 $ | +8.534.793 $ | +5,3 % | 160.581.175 $ | +9.556.275 $ | +6,3 % | 151.024.900 $ | +15.252.933 $ | +11,2 % |
| EXXON MOBIL CORP | XOM | 6.311.935 $ | +598.895 $ | +10,5 % | 5.713.040 $ | +263.081 $ | +4,8 % | 5.449.959 $ | -238.029 $ | -4,2 % |
| APPFOLIO INC | APPF | 6.201.438 $ | +932.899 $ | +17,7 % | 5.268.539 $ | +808.763 $ | +18,1 % | 4.459.776 $ | -145.394 $ | -3,2 % |
| CATERPILLAR INC | CAT | 4.426.520 $ | +3.085.522 $ | +230,1 % | 1.340.998 $ | +256.421 $ | +23,6 % | 1.084.577 $ | +1.084.577 $ | |
| Walmart Inc. | WMT | 3.396.444 $ | +374.108 $ | +12,4 % | 3.022.336 $ | +127.754 $ | +4,4 % | 2.894.582 $ | +2.894.582 $ | |
| CHEVRON CORP | CVX | 2.568.805 $ | -6.278 $ | -0,2 % | 2.575.083 $ | +207.772 $ | +8,8 % | 2.367.311 $ | +1.383.950 $ | +140,7 % |
| MICROSOFT CORP | MSFT | 2.379.544 $ | +291.590 $ | +14,0 % | 2.087.954 $ | +110.684 $ | +5,6 % | 1.977.270 $ | +685.777 $ | +53,1 % |
| UNITEDHEALTH GROUP INC | UNH | 1.751.481 $ | -72.464 $ | -4,0 % | 1.823.945 $ | +182.473 $ | +11,1 % | 1.641.472 $ | +1.641.472 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.553.692 $ | +306.896 $ | +24,6 % | 1.246.796 $ | +30.913 $ | +2,5 % | 1.215.883 $ | +295.584 $ | +32,1 % |
| JOHNSON & JOHNSON | JNJ | 1.399.304 $ | +152.760 $ | +12,3 % | 1.246.544 $ | +230.548 $ | +22,7 % | 1.015.996 $ | +1.015.996 $ | |
| NVIDIA CORP | NVDA | 1.382.790 $ | +113.982 $ | +9,0 % | 1.268.808 $ | +189.221 $ | +17,5 % | 1.079.587 $ | +643.118 $ | +147,3 % |
| MICRON TECHNOLOGY INC | MU | 1.315.741 $ | +1.315.741 $ | |||||||
| AMAZON COM INC | AMZN | 1.130.911 $ | +218.479 $ | +23,9 % | 912.432 $ | +26.417 $ | +3,0 % | 886.015 $ | +154.553 $ | +21,1 % |
| ALPHA PRO TECH LTD | APT | 1.051.202 $ | +625.079 $ | +146,7 % | 426.123 $ | +169.743 $ | +66,2 % | 256.380 $ | +256.380 $ | |
| MCDONALDS CORP | MCD | 923.017 $ | +11.957 $ | +1,3 % | 911.060 $ | +40.408 $ | +4,6 % | 870.652 $ | -31.447 $ | -3,5 % |
| ISHARES GOLD TRUST | IAU | 778.502 $ | +83.475 $ | +12,0 % | 695.027 $ | +1.272 $ | +0,2 % | 693.755 $ | +28.981 $ | +4,4 % |
| BOEING CO | BA | 530.208 $ | +21.712 $ | +4,3 % | 508.496 $ | -58.912 $ | -10,4 % | 567.408 $ | +567.408 $ | |
| CONOCOPHILLIPS | COP | 388.713 $ | -165 $ | -0,0 % | 388.878 $ | +25.161 $ | +6,9 % | 363.717 $ | -61.303 $ | -14,4 % |
| JPMORGAN CHASE & CO | JPM | 357.500 $ | +10.942 $ | +3,2 % | 346.558 $ | -16.548 $ | -4,6 % | 363.106 $ | +117.685 $ | +48,0 % |
| PROCTER & GAMBLE Co | PG | 288.209 $ | +87.422 $ | +43,5 % | 200.787 $ | +200.787 $ | ||||
| Parker-Hannifin Corp | PH | 234.999 $ | +27.213 $ | +13,1 % | 207.786 $ | +207.786 $ | ||||
| WESTERN DIGITAL CORP | WDC | 215.960 $ | +215.960 $ | |||||||
| MORGAN STANLEY | MS | 204.364 $ | +594 $ | +0,3 % | 203.770 $ | +203.770 $ | ||||
| PALATIN TECHNOLOGIES INC | PTNT | 202.458 $ | -164.936 $ | -44,9 % | ||||||
| 509.971.571 $ | +32.726.625 $ | +23,5 % | 476.877.552 $ | +30.634.134 $ | +10,4 % | 446.243.418 $ | +52.982.533 $ | +34,2 % | ||