| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 26.799.472 $ | -43.830.266 $ | +30,9 % | 87.665.482 $ | +4.833.527 $ | -10,7 % | 89.374.139 $ | +11.389.833 $ | +55,7 % | 84.223.827 $ | +63.865.010 $ | +692,1 % | ||
| PRINCIPAL FINANCIAL GROUP INC | PFG | 4.087.589 $ | -43.836.577 $ | -91,5 % | 47.924.166 $ | +1.164.349 $ | +2,5 % | 46.759.817 $ | +4.606.798 $ | +10,9 % | 42.153.019 $ | +41.671.907 $ | +8.661,6 % |
| BANK OF AMERICA CORP /DE/ | BAC | 7.356.556 $ | -284.009 $ | -3,7 % | 7.640.565 $ | +4.790.717 $ | +168,1 % | 2.849.848 $ | +280.363 $ | +10,9 % | 2.569.485 $ | -1.121.831 $ | -30,4 % |
| Texas Pacific Land Corp | TPL | 5.699.466 $ | +2.225.253 $ | +64,1 % | 3.474.213 $ | -290.223 $ | -7,7 % | 3.764.436 $ | -72.372 $ | -1,9 % | 3.836.808 $ | -975.556 $ | -20,3 % |
| Strategy Inc | MSTR | 1.048.320 $ | -234.138 $ | -18,3 % | 1.282.458 $ | -1.275.889 $ | -49,9 % | 2.558.347 $ | -1.844.930 $ | -41,9 % | 4.403.277 $ | +2.788.388 $ | +172,7 % |
| Palantir Technologies Inc. | PLTR | 1.023.485 $ | -1.512.883 $ | -59,6 % | 2.536.368 $ | +560.546 $ | +28,4 % | 1.975.822 $ | +1.587.582 $ | +408,9 % | |||
| Broadcom Inc. | AVGO | 1.921.893 $ | -608.517 $ | -24,0 % | 2.530.410 $ | +538.563 $ | +27,0 % | 1.991.847 $ | +1.745.223 $ | +707,6 % | |||
| MICROSOFT CORP | MSFT | 322.788 $ | -1.683.268 $ | -83,9 % | 2.006.056 $ | -293.642 $ | -12,8 % | 2.299.698 $ | +684.608 $ | +42,4 % | 1.615.090 $ | +1.615.090 $ | |
| AppLovin Corp | APP | 1.190.640 $ | -982.944 $ | -45,2 % | 2.173.584 $ | +1.843.459 $ | +558,4 % | 330.125 $ | +330.125 $ | ||||
| APPFOLIO INC | APPF | 1.122.259 $ | -973.782 $ | -46,5 % | 2.096.041 $ | +1.302.614 $ | +164,2 % | 793.427 $ | +585.179 $ | +281,0 % | 208.248 $ | -1.752.494 $ | -89,4 % |
| NETFLIX INC | NFLX | 505.554 $ | -1.339.584 $ | -72,6 % | 1.845.138 $ | -53.748 $ | -2,8 % | 1.898.886 $ | +321.978 $ | +20,4 % | |||
| NVIDIA CORP | NVDA | 1.556.529 $ | -261.133 $ | -14,4 % | 1.817.662 $ | +1.561.994 $ | +610,9 % | ||||||
| Zscaler, Inc. | ZS | 574.221 $ | -1.002.590 $ | -63,6 % | 1.576.811 $ | -129.139 $ | -7,6 % | 1.705.950 $ | +1.705.950 $ | ||||
| AMAZON COM INC | AMZN | 672.504 $ | -936.081 $ | -58,2 % | 1.608.585 $ | +1.608.585 $ | 0 $ | -714.114 $ | -100,0 % | 714.114 $ | +94.818 $ | +15,3 % | |
| INTUIT INC. | INTU | 1.324.845 $ | -251.990 $ | -16,0 % | 1.576.835 $ | +1.576.835 $ | |||||||
| MICROCHIP TECHNOLOGY INC | MCHP | 1.346.244 $ | -173.678 $ | -11,4 % | 1.519.922 $ | +1.519.922 $ | |||||||
| Constellation Energy Corp | CEG | 807.575 $ | -651.521 $ | -44,7 % | 1.459.096 $ | -14.303 $ | -1,0 % | 1.473.399 $ | +1.473.399 $ | ||||
| CADENCE DESIGN SYSTEMS INC | CDNS | 656.418 $ | -768.293 $ | -53,9 % | 1.424.711 $ | +140.958 $ | +11,0 % | 1.283.753 $ | +1.283.753 $ | ||||
| DEXCOM INC | DXCM | 1.384.681 $ | +1.384.681 $ | ||||||||||
| Autodesk, Inc. | ADSK | 632.277 $ | -738.469 $ | -53,9 % | 1.370.746 $ | -2.507 $ | -0,2 % | 1.373.253 $ | +1.373.253 $ | ||||
| MARRIOTT INTERNATIONAL INC /MD/ | MAR | 755.434 $ | -477.749 $ | -38,7 % | 1.233.183 $ | -97.350 $ | -7,3 % | 1.330.533 $ | +1.330.533 $ | ||||
| ROSS STORES, INC. | ROST | 813.152 $ | -516.451 $ | -38,8 % | 1.329.603 $ | +185.210 $ | +16,2 % | 1.144.393 $ | +1.144.393 $ | ||||
| CHARTER COMMUNICATIONS, INC. /MO/ | CHTR | 1.313.915 $ | +1.313.915 $ | ||||||||||
| SYNOPSYS INC | SNPS | 1.310.410 $ | +1.310.410 $ | ||||||||||
| CDW Corp | CDW | 1.077.370 $ | -164.723 $ | -13,3 % | 1.242.093 $ | +1.242.093 $ | |||||||
| ADVANCED MICRO DEVICES INC | AMD | 1.238.916 $ | +1.238.916 $ | ||||||||||
| Trade Desk, Inc. | TTD | 1.227.645 $ | +1.227.645 $ | ||||||||||
| MICRON TECHNOLOGY INC | MU | 1.224.123 $ | +1.224.123 $ | ||||||||||
| Workday, Inc. | WDAY | 1.174.800 $ | +1.174.800 $ | ||||||||||
| LAM RESEARCH CORP | LRCX | 344.206 $ | -744.156 $ | -68,4 % | 1.088.362 $ | -72.685 $ | -6,3 % | 1.161.047 $ | +1.161.047 $ | ||||
| DoorDash, Inc. | DASH | 1.150.790 $ | -204.815 $ | -15,1 % | |||||||||
| Tesla, Inc. | TSLA | 1.078.429 $ | +311.287 $ | +40,6 % | 767.142 $ | +767.142 $ | |||||||
| FASTENAL CO | FAST | 1.021.650 $ | +1.021.650 $ | ||||||||||
| QUANTA SERVICES, INC. | PWR | 924.550 $ | +661.607 $ | +251,6 % | 262.943 $ | +262.943 $ | |||||||
| SPDR GOLD TRUST | GLD | 885.107 $ | +481.267 $ | +119,2 % | 403.840 $ | +403.840 $ | |||||||
| INTEL CORP | INTC | 854.235 $ | +854.235 $ | ||||||||||
| O REILLY AUTOMOTIVE INC | ORLY | 363.928 $ | -486.585 $ | -57,2 % | 850.513 $ | +850.513 $ | |||||||
| KLA CORP | KLAC | 827.494 $ | +539.520 $ | +187,4 % | 287.974 $ | +287.974 $ | |||||||
| Alphabet Inc. | GOOGL | 778.783 $ | +778.783 $ | ||||||||||
| 3M CO | MMM | 727.021 $ | +409.222 $ | +128,8 % | 317.799 $ | +317.799 $ | |||||||
| HOME BANCSHARES INC | HOMB | 665.306 $ | -20.999 $ | -3,1 % | 686.305 $ | -12.847 $ | -1,8 % | 699.152 $ | -3.952 $ | -0,6 % | 703.104 $ | +4.694 $ | +0,7 % |
| ROCKWELL AUTOMATION, INC | ROK | 681.154 $ | +399.078 $ | +141,5 % | 282.076 $ | +282.076 $ | |||||||
| EXXON MOBIL CORP | XOM | 650.985 $ | +189.240 $ | +41,0 % | 461.745 $ | +26.643 $ | +6,1 % | 435.102 $ | +21.473 $ | +5,2 % | 413.629 $ | -42.705 $ | -9,4 % |
| Meta Platforms, Inc. | META | 621.285 $ | +360.194 $ | +138,0 % | |||||||||
| SHOPIFY INC. | SHOP | 415.625 $ | +415.625 $ | ||||||||||
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | 380.546 $ | +380.546 $ | ||||||||||
| EXELON CORP | EXC | 356.305 $ | -1.076.184 $ | -75,1 % | |||||||||
| CINTAS CORP | CTAS | 355.255 $ | +355.255 $ | ||||||||||
| T-Mobile US, Inc. | TMUS | 303.283 $ | +10.093 $ | +3,4 % | 293.190 $ | -52.475 $ | -15,2 % | 345.665 $ | +1.618 $ | +0,5 % | 344.047 $ | -1.758.695 $ | -83,6 % |
| VANGUARD GROUP INC | 336.234 $ | +336.234 $ | |||||||||||
| Walt Disney Co | DIS | 326.292 $ | +326.292 $ | ||||||||||
| Ulta Beauty, Inc. | ULTA | 318.235 $ | +318.235 $ | ||||||||||
| INTUITIVE SURGICAL INC | ISRG | 249.857 $ | -57.110 $ | -18,6 % | 306.967 $ | +56.518 $ | +22,6 % | 250.449 $ | -53.861 $ | -17,7 % | 304.310 $ | +26.959 $ | +9,7 % |
| Booking Holdings Inc. | BKNG | 272.094 $ | +272.094 $ | ||||||||||
| TEXAS INSTRUMENTS INC | TXN | 231.027 $ | +24.574 $ | +11,9 % | 206.453 $ | +206.453 $ | |||||||
| 26.799.472 $ | -43.830.266 $ | +30,9 % | 87.665.482 $ | +4.833.527 $ | -10,7 % | 89.374.139 $ | +11.389.833 $ | +55,7 % | 84.223.827 $ | +63.865.010 $ | +692,1 % | ||