| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 74.898.950 $ | +4.378.089 $ | +8,6 % | 70.520.861 $ | +70.520.861 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 28.062.120 $ | +620.656 $ | +2,3 % | 27.441.464 $ | +27.441.464 $ | |
| BlackRock, Inc. | BLK | 16.392.012 $ | +731.246 $ | +4,7 % | 15.660.766 $ | +15.660.766 $ | |
| APPFOLIO INC | APPF | 3.321.796 $ | +339.307 $ | +11,4 % | 2.982.489 $ | +2.982.489 $ | |
| NVIDIA CORP | NVDA | 2.752.687 $ | +98.098 $ | +3,7 % | 2.654.589 $ | +2.654.589 $ | |
| MICROSOFT CORP | MSFT | 2.472.088 $ | -25.310 $ | -1,0 % | 2.497.398 $ | +2.497.398 $ | |
| CATERPILLAR INC | CAT | 2.177.459 $ | +398.358 $ | +22,4 % | 1.779.101 $ | +1.779.101 $ | |
| LAM RESEARCH CORP | LRCX | 2.144.134 $ | +486.031 $ | +29,3 % | 1.658.103 $ | +1.658.103 $ | |
| AMAZON COM INC | AMZN | 2.018.856 $ | +220.358 $ | +12,3 % | 1.798.498 $ | +1.798.498 $ | |
| ELI LILLY & Co | LLY | 1.922.939 $ | +644.914 $ | +50,5 % | 1.278.025 $ | +1.278.025 $ | |
| JPMORGAN CHASE & CO | JPM | 1.645.583 $ | +87.035 $ | +5,6 % | 1.558.548 $ | +1.558.548 $ | |
| ALPHA PRO TECH LTD | APT | 1.458.585 $ | +259.616 $ | +21,7 % | 1.198.969 $ | +1.198.969 $ | |
| AMERICAN EXPRESS CO | AXP | 1.381.546 $ | +199.955 $ | +16,9 % | 1.181.591 $ | +1.181.591 $ | |
| Palo Alto Networks Inc | PANW | 1.250.474 $ | -55.122 $ | -4,2 % | 1.305.596 $ | +1.305.596 $ | |
| JOHNSON & JOHNSON | JNJ | 1.241.276 $ | +192.103 $ | +18,3 % | 1.049.173 $ | +1.049.173 $ | |
| CHEVRON CORP | CVX | 1.187.830 $ | +51.370 $ | +4,5 % | 1.136.460 $ | +1.136.460 $ | |
| NUCOR CORP | NUE | 1.159.819 $ | +263.162 $ | +29,3 % | 896.657 $ | +896.657 $ | |
| PEPSICO INC | PEP | 1.133.521 $ | +24.185 $ | +2,2 % | 1.109.336 $ | +1.109.336 $ | |
| NETFLIX INC | NFLX | 769.208 $ | -126.153 $ | -14,1 % | 895.361 $ | +895.361 $ | |
| AbbVie Inc. | ABBV | 747.750 $ | +12.273 $ | +1,7 % | 735.477 $ | +735.477 $ | |
| LOCKHEED MARTIN CORP | LMT | 606.834 $ | -25.987 $ | -4,1 % | 632.821 $ | +632.821 $ | |
| GOLDMAN SACHS GROUP INC | GS | 558.117 $ | +85.881 $ | +18,2 % | 472.236 $ | +472.236 $ | |
| ORACLE CORP | ORCL | 225.901 $ | -97.806 $ | -30,2 % | 323.707 $ | +323.707 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 268.415 $ | -6.081 $ | -2,2 % | 274.496 $ | +274.496 $ | |
| 74.898.950 $ | +4.378.089 $ | +8,6 % | 70.520.861 $ | +70.520.861 $ | |||