| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 2.192.062.411 $ | +327.114.820 $ | +25,9 % | 1.970.686.638 $ | +205.574.907 $ | +40,0 % | 1.802.493.793 $ | +399.747.493 $ | +75,8 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 995.130.361 $ | +155.307.378 $ | +18,5 % | 839.822.983 $ | -34.354.244 $ | -3,9 % | 874.177.227 $ | +161.315.380 $ | +22,6 % |
| NVIDIA CORP | NVDA | 159.040.486 $ | +28.604.038 $ | +21,9 % | 130.436.448 $ | +3.795.298 $ | +3,0 % | 126.641.150 $ | +22.150.583 $ | +21,2 % |
| AMAZON COM INC | AMZN | 156.873.120 $ | +63.159.766 $ | +67,4 % | 93.713.354 $ | +5.929.491 $ | +6,8 % | 87.783.863 $ | -23.089.581 $ | -20,8 % |
| MICROSOFT CORP | MSFT | 153.791.160 $ | +24.857.349 $ | +19,3 % | 128.933.811 $ | +27.064.741 $ | +26,6 % | 101.869.070 $ | +22.737.609 $ | +28,7 % |
| ALPHA PRO TECH LTD | APT | 150.382.728 $ | +68.032.603 $ | +82,6 % | 82.350.125 $ | +26.910.557 $ | +48,5 % | 55.439.568 $ | +21.515.108 $ | +63,4 % |
| APPFOLIO INC | APPF | 79.419.549 $ | -15.119.477 $ | -16,0 % | 94.539.026 $ | +56.652.949 $ | +149,5 % | 37.886.077 $ | -2.577.124 $ | -6,4 % |
| ELI LILLY & Co | LLY | 50.934.459 $ | -11.488.860 $ | -18,4 % | 62.423.319 $ | +10.614.976 $ | +20,5 % | 51.808.343 $ | +31.674.309 $ | +157,3 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 41.761.167 $ | -10.107.524 $ | -19,5 % | 51.868.691 $ | +17.158.481 $ | +49,4 % | 34.710.210 $ | -8.501.733 $ | -19,7 % |
| UNITEDHEALTH GROUP INC | UNH | 22.483.132 $ | -26.717.284 $ | -54,3 % | 49.200.416 $ | +7.084.466 $ | +16,8 % | 42.115.950 $ | +36.347.891 $ | +630,2 % |
| ALAMOS GOLD INC | AGI | 46.296.000 $ | +9.693.000 $ | +26,5 % | 36.603.000 $ | +27.029.076 $ | +282,3 % | 9.573.924 $ | -10.294.805 $ | -51,8 % |
| LAM RESEARCH CORP | LRCX | 15.469.537 $ | -7.694.360 $ | -33,2 % | 23.163.897 $ | -21.365.941 $ | -48,0 % | 44.529.838 $ | +21.594.078 $ | +94,2 % |
| FISERV INC | FISV | 41.257.600 $ | +11.633.942 $ | +39,3 % | 29.623.658 $ | +21.237.638 $ | +253,3 % | |||
| NETFLIX INC | NFLX | 29.859.653 $ | -5.540.858 $ | -15,7 % | 35.400.511 $ | -4.098.467 $ | -10,4 % | 39.498.978 $ | +12.291.483 $ | +45,2 % |
| Mastercard Inc | MA | 39.278.828 $ | +27.902.628 $ | +245,3 % | 11.376.200 $ | +2.285.697 $ | +25,1 % | 9.090.503 $ | +9.090.503 $ | |
| BOSTON SCIENTIFIC CORP | BSX | 33.269.522 $ | -5.302.236 $ | -13,7 % | 38.571.758 $ | +23.983.761 $ | +164,4 % | 14.587.997 $ | +495.969 $ | +3,5 % |
| MICRON TECHNOLOGY INC | MU | 28.841.347 $ | +17.590.798 $ | +156,4 % | 11.250.549 $ | +1.390.549 $ | +14,1 % | 9.860.000 $ | -11.841.125 $ | -54,6 % |
| DELTA AIR LINES, INC. | DAL | 14.755.000 $ | -12.808.767 $ | -46,5 % | 27.563.767 $ | +16.602.247 $ | +151,5 % | |||
| JPMORGAN CHASE & CO | JPM | 14.574.655 $ | -9.555.740 $ | -39,6 % | 24.130.395 $ | -218.276 $ | -0,9 % | 24.348.671 $ | +3.746.660 $ | +18,2 % |
| EQT Corp | EQT | 19.296.000 $ | -2.476.000 $ | -11,4 % | 21.772.000 $ | -1.632.749 $ | -7,0 % | 23.404.749 $ | +23.404.749 $ | |
| ORACLE CORP | ORCL | 23.389.200 $ | +14.185.340 $ | +154,1 % | 9.203.860 $ | +3.280.080 $ | +55,4 % | 5.923.780 $ | +5.923.780 $ | |
| GOLDMAN SACHS GROUP INC | GS | 10.221.012 $ | -12.917.734 $ | -55,8 % | 23.138.746 $ | +8.578.913 $ | +58,9 % | 14.559.833 $ | +12.145.231 $ | +503,0 % |
| Eaton Corp plc | ETN | 17.974.793 $ | +8.067.647 $ | +81,4 % | 9.907.146 $ | -10.483.766 $ | -51,4 % | 20.390.912 $ | +12.040.295 $ | +144,2 % |
| AbbVie Inc. | ABBV | 8.555.808 $ | -11.511.532 $ | -57,4 % | 20.067.340 $ | +11.677.873 $ | +139,2 % | 8.389.467 $ | +8.389.467 $ | |
| Walmart Inc. | WMT | 6.682.800 $ | -531.400 $ | -7,4 % | 7.214.200 $ | -11.206.281 $ | -60,8 % | 18.420.481 $ | -3.423.076 $ | -15,7 % |
| WILLIS TOWERS WATSON PLC | WTW | 9.572.709 $ | -8.202.766 $ | -46,1 % | 17.775.475 $ | +8.012.837 $ | +82,1 % | 9.762.638 $ | -5.457.616 $ | -35,9 % |
| Vertiv Holdings Co | VRT | 16.373.302 $ | +9.521.811 $ | +139,0 % | ||||||
| KLA CORP | KLAC | 15.736.774 $ | +15.736.774 $ | |||||||
| MCKESSON CORP | MCK | 3.258.192 $ | -12.398.876 $ | -79,2 % | 15.657.068 $ | +9.426.972 $ | +151,3 % | 6.230.096 $ | -3.059.858 $ | -32,9 % |
| ASML HOLDING NV | ASML | 14.443.110 $ | +6.698.390 $ | +86,5 % | 7.744.720 $ | +2.936.380 $ | +61,1 % | 4.808.340 $ | +4.808.340 $ | |
| COCA COLA CO | KO | 12.914.560 $ | +5.046.806 $ | +64,1 % | 7.867.754 $ | +3.009.769 $ | +62,0 % | |||
| BECTON DICKINSON & CO | BDX | 12.614.550 $ | +12.614.550 $ | |||||||
| SYNOPSYS INC | SNPS | 11.875.461 $ | +6.881.958 $ | +137,8 % | 4.993.503 $ | -18.931.181 $ | -79,1 % | |||
| INTUITIVE SURGICAL INC | ISRG | 11.471.055 $ | +5.880.680 $ | +105,2 % | 5.590.375 $ | -1.681.179 $ | -23,1 % | |||
| STRYKER CORP | SYK | 10.868.155 $ | +10.868.155 $ | |||||||
| PEPSICO INC | PEP | 10.162.098 $ | +10.162.098 $ | |||||||
| MERCADOLIBRE INC | MELI | 9.981.453 $ | +1.852.178 $ | +22,8 % | ||||||
| ENTEGRIS INC | ENTG | 8.475.901 $ | +3.531.330 $ | +71,4 % | 4.944.571 $ | +4.944.571 $ | ||||
| SHERWIN WILLIAMS CO | SHW | 7.247.579 $ | -851.096 $ | -10,5 % | 8.098.675 $ | +8.098.675 $ | ||||
| CHIPOTLE MEXICAN GRILL INC | CMG | 7.827.815 $ | +7.827.815 $ | |||||||
| CINTAS CORP | CTAS | 7.430.617 $ | -4.598.145 $ | -38,2 % | ||||||
| AGNICO EAGLE MINES LTD | AEM | 7.263.531 $ | +7.263.531 $ | |||||||
| NICOLET BANKSHARES INC | NIC | 5.458.074 $ | +207.897 $ | +4,0 % | ||||||
| Sea Ltd | SE | 4.839.368 $ | +4.839.368 $ | |||||||
| AMERICAN EXPRESS CO | AXP | 4.784.700 $ | +4.784.700 $ | |||||||
| AppLovin Corp | APP | 2.346.915 $ | +2.346.915 $ | |||||||
| 2.192.062.411 $ | +327.114.820 $ | +25,9 % | 1.970.686.638 $ | +205.574.907 $ | +40,0 % | 1.802.493.793 $ | +399.747.493 $ | +75,8 % | ||