| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.151.738.627 $ | +345.232.920 $ | +30,4 % | 822.675.494 $ | +140.555.130 $ | +48,9 % | 678.572.767 $ | -163.065.701 $ | +46,0 % | ||
| MICRON TECHNOLOGY INC | MU | 328.250.041 $ | +252.371.760 $ | +332,6 % | 75.878.281 $ | +1.160.803 $ | +1,6 % | 74.717.478 $ | +53.322.814 $ | +249,2 % |
| BANK OF AMERICA CORP /DE/ | BAC | 275.476.428 $ | +34.643.256 $ | +14,4 % | 240.833.172 $ | +22.110.723 $ | +10,1 % | 218.722.449 $ | -114.791.931 $ | -34,4 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 218.938.840 $ | +4.154.548 $ | +1,9 % | 214.784.292 $ | +65.418.124 $ | +43,8 % | 149.366.168 $ | -135.720.323 $ | -47,6 % |
| SPS COMMERCE INC | SPSC | 123.124.798 $ | +58.899.189 $ | +91,7 % | 64.225.609 $ | +4.634 $ | +0,0 % | 64.220.975 $ | +634.816 $ | +1,0 % |
| NVIDIA CORP | NVDA | 41.760.707 $ | -9.897.324 $ | -19,2 % | 51.658.031 $ | +9.495.556 $ | +22,5 % | 42.162.475 $ | +21.909.721 $ | +108,2 % |
| AMAZON COM INC | AMZN | 33.123.362 $ | -12.087.418 $ | -26,7 % | 45.210.780 $ | -4.350.737 $ | -8,8 % | 49.561.517 $ | +872.841 $ | +1,8 % |
| ALPHA PRO TECH LTD | APT | 32.693.789 $ | +2.439.265 $ | +8,1 % | 30.254.524 $ | +11.846.772 $ | +64,4 % | 18.407.752 $ | +2.255.140 $ | +14,0 % |
| CONOCOPHILLIPS | COP | 31.129.069 $ | +2.267.863 $ | +7,9 % | 28.861.206 $ | +7.761.627 $ | +36,8 % | 21.099.579 $ | -5.693.018 $ | -21,2 % |
| PAYCHEX INC | PAYX | 16.827.000 $ | -13.379.908 $ | -44,3 % | 30.206.908 $ | +11.297.108 $ | +59,7 % | 18.909.800 $ | +13.941.984 $ | +280,6 % |
| APPFOLIO INC | APPF | 27.186.000 $ | +27.186.000 $ | |||||||
| DEXCOM INC | DXCM | 16.169.787 $ | +12.622.190 $ | +355,8 % | ||||||
| Walmart Inc. | WMT | 13.478.048 $ | +1.010.158 $ | +8,1 % | 12.467.890 $ | +638.759 $ | +5,4 % | 11.829.131 $ | +1.208.560 $ | +11,4 % |
| CARMAX INC | KMX | 5.813.581 $ | -3.180.835 $ | -35,4 % | 8.994.416 $ | +2.242.835 $ | +33,2 % | 6.751.581 $ | -1.075.873 $ | -13,7 % |
| Viatris Inc | VTRS | 3.936.964 $ | +806.366 $ | +25,8 % | 3.130.598 $ | +306.736 $ | +10,9 % | 2.823.862 $ | +69.568 $ | +2,5 % |
| 1.151.738.627 $ | +345.232.920 $ | +30,4 % | 822.675.494 $ | +140.555.130 $ | +48,9 % | 678.572.767 $ | -163.065.701 $ | +46,0 % | ||