| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 91.271.081 $ | -1.350.188 $ | +2,6 % | 93.610.760 $ | +93.610.760 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 63.008.211 $ | -1.358.759 $ | -2,1 % | 64.366.970 $ | +64.366.970 $ | |
| BlackRock, Inc. | BLK | 4.561.967 $ | -1.136.089 $ | -19,9 % | 5.698.056 $ | +5.698.056 $ | |
| MORGAN STANLEY | MS | 4.168.777 $ | +434.153 $ | +11,6 % | 3.734.624 $ | +3.734.624 $ | |
| NVIDIA CORP | NVDA | 3.857.368 $ | -130.935 $ | -3,3 % | 3.988.303 $ | +3.988.303 $ | |
| APPFOLIO INC | APPF | 3.629.815 $ | +210.219 $ | +6,1 % | 3.419.596 $ | +3.419.596 $ | |
| MICROSOFT CORP | MSFT | 2.821.052 $ | -210.094 $ | -6,9 % | 3.031.146 $ | +3.031.146 $ | |
| CAMTEK LTD | CAMT | 1.577.841 $ | +19.214 $ | +1,2 % | 1.558.627 $ | +1.558.627 $ | |
| Eaton Corp plc | ETN | 671.419 $ | -123.488 $ | -15,5 % | 794.907 $ | +794.907 $ | |
| ASML HOLDING NV | ASML | 636.567 $ | +60.553 $ | +10,5 % | 576.014 $ | +576.014 $ | |
| JPMORGAN CHASE & CO | JPM | 620.274 $ | +21.903 $ | +3,7 % | 598.371 $ | +598.371 $ | |
| HDFC BANK LTD | HDB | 578.209 $ | +23.826 $ | +4,3 % | 554.383 $ | +554.383 $ | |
| ROYAL BANK OF CANADA | RY | 558.184 $ | +75.858 $ | +15,7 % | 482.326 $ | +482.326 $ | |
| ORACLE CORP | ORCL | 283.984 $ | -169.094 $ | -37,3 % | 453.078 $ | +453.078 $ | |
| Walmart Inc. | WMT | 406.089 $ | +35.691 $ | +9,6 % | 370.398 $ | +370.398 $ | |
| Mastercard Inc | MA | 372.785 $ | -22.538 $ | -5,7 % | 395.323 $ | +395.323 $ | |
| AppLovin Corp | APP | 378.013 $ | -3.532 $ | -0,9 % | 381.545 $ | +381.545 $ | |
| Infosys Ltd | INFY | 377.695 $ | +63.944 $ | +20,4 % | 313.751 $ | +313.751 $ | |
| Sony Group Corp | SONY | 255.283 $ | -120.340 $ | -32,0 % | 375.623 $ | +375.623 $ | |
| CATERPILLAR INC | CAT | 296.747 $ | +49.583 $ | +20,1 % | 247.164 $ | +247.164 $ | |
| SHERWIN WILLIAMS CO | SHW | 293.628 $ | +293.628 $ | ||||
| KROGER CO | KR | 257.105 $ | -16.310 $ | -6,0 % | 273.415 $ | +273.415 $ | |
| PROCTER & GAMBLE Co | PG | 273.036 $ | +273.036 $ | ||||
| UNITED PARCEL SERVICE INC | UPS | 262.358 $ | +41.421 $ | +18,7 % | 220.937 $ | +220.937 $ | |
| DEERE & CO | DE | 248.149 $ | +1.686 $ | +0,7 % | 246.463 $ | +246.463 $ | |
| NETFLIX INC | NFLX | 226.430 $ | -19.349 $ | -7,9 % | 245.779 $ | +245.779 $ | |
| UNITED MICROELECTRONICS CORP | UMC | 229.559 $ | +79.862 $ | +53,3 % | 149.697 $ | +149.697 $ | |
| SAP SE | SAP | 213.234 $ | +213.234 $ | ||||
| AMERICAN EXPRESS CO | AXP | 209.593 $ | +209.593 $ | ||||
| LAM RESEARCH CORP | LRCX | 208.155 $ | +208.155 $ | ||||
| GOLDMAN SACHS GROUP INC | GS | 207.444 $ | +207.444 $ | ||||
| TORONTO DOMINION BANK | TD | 205.827 $ | +205.827 $ | ||||
| MICRON TECHNOLOGY INC | MU | 202.356 $ | +202.356 $ | ||||
| MIZUHO FINANCIAL GROUP INC | MFG | 125.231 $ | +13.033 $ | +11,6 % | 112.198 $ | +112.198 $ | |
| WIPRO LTD | WIT | 38.187 $ | +5.612 $ | +17,2 % | 32.575 $ | +32.575 $ | |
| 91.271.081 $ | -1.350.188 $ | +2,6 % | 93.610.760 $ | +93.610.760 $ | |||