| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 94.160.860 $ | +4.338.376 $ | +9,2 % | 89.822.484 $ | -2.530.408 $ | +0,1 % | 106.680.633 $ | -49.824.411 $ | -11,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 50.349.620 $ | -2.484.047 $ | -4,7 % | 52.833.667 $ | -17.588.841 $ | -25,0 % | 70.422.508 $ | -43.619.013 $ | -38,2 % |
| BECTON DICKINSON & CO | BDX | 7.277.625 $ | +1.802.903 $ | +32,9 % | 5.474.722 $ | -1.845.903 $ | -25,2 % | 7.320.625 $ | +7.320.625 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 6.718.163 $ | +1.126.059 $ | +20,1 % | 5.592.104 $ | +5.592.104 $ | ||||
| CLEAN HARBORS INC | CLH | 3.458.580 $ | -198.885 $ | -5,4 % | 3.657.465 $ | -388.185 $ | -9,6 % | 4.045.650 $ | -6.302.100 $ | -60,9 % |
| UNITEDHEALTH GROUP INC | UNH | 3.878.792 $ | +900.580 $ | +30,2 % | 2.978.212 $ | +1.496.354 $ | +101,0 % | 1.481.858 $ | -5.719.704 $ | -79,4 % |
| Royalty Pharma plc | RPRX | 3.661.140 $ | +133.140 $ | +3,8 % | 3.528.000 $ | +15.075 $ | +0,4 % | 3.512.925 $ | -1.934.825 $ | -35,5 % |
| AMAZON COM INC | AMZN | 3.536.128 $ | +278.116 $ | +8,5 % | ||||||
| HUMANA INC | HUM | 3.457.755 $ | +856.055 $ | +32,9 % | 2.601.700 $ | +2.601.700 $ | ||||
| MIDDLEBY Corp | MIDD | 3.223.314 $ | +1.079.685 $ | +50,4 % | 2.143.629 $ | +2.143.629 $ | ||||
| CONMED Corp | CNMD | 385.700 $ | -1.566.045 $ | -80,2 % | 1.951.745 $ | -1.225.031 $ | -38,6 % | 3.176.776 $ | -2.327.169 $ | -42,3 % |
| SCHWAB CHARLES CORP | SCHW | 3.064.240 $ | +875.686 $ | +40,0 % | 2.188.554 $ | +2.188.554 $ | ||||
| AUTOZONE INC | AZO | 2.953.996 $ | +229.694 $ | +8,4 % | 2.724.302 $ | +2.724.302 $ | ||||
| ALPHA PRO TECH LTD | APT | 2.451.007 $ | +1.123.887 $ | +84,7 % | ||||||
| Fortive Corp | FTV | 1.794.325 $ | +1.794.325 $ | |||||||
| Edwards Lifesciences Corp | EW | 1.759.725 $ | +1.759.725 $ | |||||||
| NICOLET BANKSHARES INC | NIC | 1.626.177 $ | -343.671 $ | -17,4 % | ||||||
| IDT CORP | IDT | 1.617.271 $ | +37.641 $ | +2,4 % | ||||||
| METLIFE INC | MET | 1.519.595 $ | +78.120 $ | +5,4 % | 1.441.475 $ | +34.125 $ | +2,4 % | 1.407.350 $ | -1.603.525 $ | -53,3 % |
| CAMECO CORP | CCJ | 1.445.258 $ | +643.873 $ | +80,3 % | ||||||
| BROWN FORMAN CORP | BF-A | 1.316.890 $ | -51.544 $ | -3,8 % | 1.368.434 $ | +1.368.434 $ | ||||
| RH | RH | 1.261.264 $ | -208.956 $ | -14,2 % | ||||||
| SENSIENT TECHNOLOGIES CORP | SXT | 469.750 $ | -468.750 $ | -49,9 % | 938.500 $ | -46.700 $ | -4,7 % | 985.200 $ | +985.200 $ | |
| TIDEWATER INC | TDW | 631.375 $ | +231.400 $ | +57,9 % | 399.975 $ | +399.975 $ | ||||
| Liberty Broadband Corp | LBRDA | 630.911 $ | +85.485 $ | +15,7 % | ||||||
| 94.160.860 $ | +4.338.376 $ | +9,2 % | 89.822.484 $ | -2.530.408 $ | +0,1 % | 106.680.633 $ | -49.824.411 $ | -11,5 % | ||