| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 312.369.343 $ | +43.737.751 $ | +175,7 % | 281.668.607 $ | +12.856.490 $ | +15,2 % | 283.067.858 $ | +113.206.592 $ | -23,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 155.260.868 $ | -21.914.996 $ | -12,4 % | 177.175.864 $ | +4.238.732 $ | +2,5 % | 172.937.132 $ | +24.611.630 $ | +16,6 % |
| AMAZON COM INC | AMZN | 43.781.938 $ | +2.133.900 $ | +5,1 % | 41.648.038 $ | +34.143 $ | +0,1 % | 41.613.895 $ | +41.613.895 $ | |
| 3M CO | MMM | 14.636.662 $ | +14.636.662 $ | |||||||
| Eaton Corp plc | ETN | 14.626.298 $ | +14.626.298 $ | |||||||
| LINDE PLC | LIN | 14.534.782 $ | +10.073.819 $ | +225,8 % | 4.460.963 $ | +4.460.963 $ | ||||
| FASTENAL CO | FAST | 14.374.405 $ | +2.177.143 $ | +17,8 % | 12.197.262 $ | +12.197.262 $ | ||||
| SMITH A O CORP | AOS | 13.213.080 $ | +8.252.399 $ | +166,4 % | 4.960.681 $ | +4.960.681 $ | ||||
| CUMMINS INC | CMI | 2.560.407 $ | -9.691.368 $ | -79,1 % | 12.251.775 $ | +2.662.705 $ | +27,8 % | |||
| Parker-Hannifin Corp | PH | 110.749 $ | -10.639.818 $ | -99,0 % | 10.750.567 $ | -1.398.620 $ | -11,5 % | 12.149.187 $ | +12.149.187 $ | |
| DOVER Corp | DOV | 11.740.328 $ | +11.740.328 $ | |||||||
| Owens Corning | OC | 9.646.157 $ | +4.664.495 $ | +93,6 % | 4.981.662 $ | -4.582.993 $ | -47,9 % | |||
| TIMKEN CO | TKR | 9.125.749 $ | +9.125.749 $ | |||||||
| SHERWIN WILLIAMS CO | SHW | 8.491.206 $ | +5.314.270 $ | +167,3 % | 3.176.936 $ | +1.102.698 $ | +53,2 % | 2.074.238 $ | +2.074.238 $ | |
| DEERE & CO | DE | 8.102.315 $ | +8.102.315 $ | |||||||
| GRAPHIC PACKAGING HOLDING CO | GPK | 2.586.148 $ | -4.378.306 $ | -62,9 % | 6.964.454 $ | -933.425 $ | -11,8 % | 7.897.879 $ | +7.897.879 $ | |
| Allegion plc | ALLE | 6.731.662 $ | +3.271.341 $ | +94,5 % | 3.460.321 $ | +3.460.321 $ | ||||
| EMERSON ELECTRIC CO | EMR | 4.516.860 $ | +4.240.734 $ | +1.535,8 % | 276.126 $ | -2.105.913 $ | -88,4 % | |||
| Huntsman CORP | HUN | 4.158.970 $ | +1.942.136 $ | +87,6 % | 2.216.834 $ | +2.216.834 $ | ||||
| GRACO INC | GGG | 4.041.292 $ | +542.743 $ | +15,5 % | 3.498.549 $ | +3.498.549 $ | ||||
| nVent Electric plc | NVT | 3.052.035 $ | +3.052.035 $ | |||||||
| WATSCO INC | WSO | 2.166.589 $ | +1.350.767 $ | +165,6 % | ||||||
| HUBBELL INC | HUBB | 1.974.262 $ | +358.428 $ | +22,2 % | ||||||
| PACCAR INC | PCAR | 1.332.728 $ | -5.873.334 $ | -81,5 % | ||||||
| RBC Bearings INC | RBC | 709.547 $ | +340.477 $ | +92,3 % | ||||||
| PROCTER & GAMBLE Co | PG | 646.713 $ | +646.713 $ | |||||||
| BALL Corp | BALL | 181.663 $ | +181.663 $ | |||||||
| BOISE CASCADE Co | BCC | 110.032 $ | -2.634.526 $ | -96,0 % | ||||||
| 312.369.343 $ | +43.737.751 $ | +175,7 % | 281.668.607 $ | +12.856.490 $ | +15,2 % | 283.067.858 $ | +113.206.592 $ | -23,0 % | ||