| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 50.082.626 $ | +9.869.624 $ | +28,8 % | 36.343.658 $ | -2.208.131 $ | -1,1 % | 47.579.607 $ | +850.811 $ | +19,8 % | 43.060.108 $ | +1.430.175 $ | +24,1 % | |
| CHARTIST INC /CA/ | 38.350.945 $ | +7.755.048 $ | +25,3 % | 30.595.897 $ | -2.443.377 $ | -7,4 % | 33.039.274 $ | +262.177 $ | +0,8 % | 32.777.097 $ | ||
| Cascades Capital Asset Management, LLC | 4.492.535 $ | +1.283.027 $ | +40,0 % | 3.209.508 $ | +426.183 $ | +15,3 % | 2.783.325 $ | +91.929 $ | +3,4 % | 2.691.396 $ | +754.169 $ | +38,9 % |
| Constant Guidance Financial LLC | 4.275.570 $ | |||||||||||
| Core Capital Management & Research, inc. | 3.805.489 $ | |||||||||||
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 3.776.778 $ | +78.499 $ | +2,1 % | 3.698.279 $ | +284.179 $ | +8,3 % | ||||||
| Blue Edge Capital, LLC | 2.511.505 $ | +545.909 $ | +27,8 % | 1.965.596 $ | -153.038 $ | -7,2 % | 2.118.634 $ | +41.795 $ | +2,0 % | 2.076.839 $ | +175.155 $ | +9,2 % |
| HORIZON FINANCIAL SERVICES, LLC | 846.124 $ | +285.640 $ | +51,0 % | 560.484 $ | -37.899 $ | -6,3 % | 598.383 $ | +370.721 $ | +162,8 % | 227.662 $ | +130.473 $ | +134,2 % |
| Stuart Chaussee & Associates, Inc. | 641.278 $ | +52.331 $ | +8,9 % | |||||||||
| WEDGEWOOD INVESTORS INC /PA/ | 543.664 $ | +9.935 $ | +1,9 % | 533.729 $ | +41.666 $ | +8,5 % | ||||||
| RMG Wealth Management LLC | 419.233 $ | |||||||||||
| CHECK CAPITAL MANAGEMENT INC/CA | 384.837 $ | -10.689 $ | -2,7 % | |||||||||
| Your Advocates Ltd., LLP | 75.855 $ | |||||||||||
| Byrne Asset Management LLC | 24.573 $ | -4.245 $ | -14,7 % | 28.818 $ | +2.891 $ | +11,2 % | ||||||
| Phillip James Consulting Co. | 12.000 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 173 $ | +0 $ | +0,0 % | 173 $ | +0 $ | +0,0 % | 173 $ | +0 $ | +0,0 % | 173 $ | +0 $ | +0,0 % |
| 50.082.626 $ | +9.869.624 $ | +28,8 % | 36.343.658 $ | -2.208.131 $ | -1,1 % | 47.579.607 $ | +850.811 $ | +19,8 % | 43.060.108 $ | +1.430.175 $ | +24,1 % | |