| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 7.017.680.157 $ | +207.226.765 $ | +9,5 % | 6.818.270.654 $ | +833.114.505 $ | +19,1 % | 5.989.949.621 $ | -194.706.590 $ | +16,1 % | 6.184.656.211 $ | +1.463.224.364 $ | +391,3 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 5.140.150.064 $ | +198.807.357 $ | +4,0 % | 4.941.342.707 $ | +680.497.630 $ | +16,0 % | 4.260.845.077 $ | +138.184.707 $ | +3,4 % | 4.122.660.370 $ | +388.890.972 $ | +10,4 % |
| ADVANCED MICRO DEVICES INC | AMD | 1.889.794 $ | +57.543 $ | +3,1 % | 1.832.251 $ | -298.591.846 $ | -99,4 % | 300.424.097 $ | -132.583.753 $ | -30,6 % | 433.007.850 $ | +428.789.962 $ | +10.166,0 % |
| NICOLET BANKSHARES INC | NIC | 35.594.077 $ | -289.769.780 $ | -89,1 % | 325.363.857 $ | +272.667.831 $ | +517,4 % | 52.696.026 $ | -371.065.364 $ | -87,6 % | 423.761.390 $ | +393.931.626 $ | +1.320,6 % |
| TOWER SEMICONDUCTOR LTD | TSEM | 307.871.224 $ | +87.035.351 $ | +39,4 % | 220.835.873 $ | +57.965.510 $ | +35,6 % | 162.870.363 $ | +65.623.341 $ | +67,5 % | 97.247.022 $ | +18.682.290 $ | +23,8 % |
| AMAZON COM INC | AMZN | 282.236.804 $ | +91.045.741 $ | +47,6 % | 191.191.063 $ | +49.646.739 $ | +35,1 % | 141.544.324 $ | +5.135.678 $ | +3,8 % | 136.408.646 $ | +20.693.729 $ | +17,9 % |
| NVIDIA CORP | NVDA | 267.682.421 $ | +57.932.765 $ | +27,6 % | 209.749.656 $ | +10.904.377 $ | +5,5 % | 198.845.279 $ | +12.804.822 $ | +6,9 % | 186.040.457 $ | +67.377.195 $ | +56,8 % |
| ALPHA PRO TECH LTD | APT | 128.949.627 $ | -28.198.636 $ | -17,9 % | 157.148.263 $ | +34.023.119 $ | +27,6 % | 123.125.144 $ | +32.064.576 $ | +35,2 % | 91.060.568 $ | +11.533.729 $ | +14,5 % |
| ORACLE CORP | ORCL | 70.468.545 $ | +4.028.277 $ | +6,1 % | 66.440.268 $ | -59.883.226 $ | -47,4 % | 126.323.494 $ | +26.780.444 $ | +26,9 % | 99.543.050 $ | +49.397.313 $ | +98,5 % |
| CAMTEK LTD | CAMT | 51.835.737 $ | +18.355.261 $ | +54,8 % | 33.480.476 $ | -21.214.470 $ | -38,8 % | 54.694.946 $ | -17.412.512 $ | -24,1 % | 72.107.458 $ | +17.115.054 $ | +31,1 % |
| NEXTERA ENERGY INC | NEE | 71.833.392 $ | +4.229.604 $ | +6,3 % | 67.603.788 $ | -1.188.439 $ | -1,7 % | 68.792.227 $ | +4.605.256 $ | +7,2 % | 64.186.971 $ | -13.913.284 $ | -17,8 % |
| Eaton Corp plc | ETN | 57.140.644 $ | +8.283.758 $ | +17,0 % | 48.856.886 $ | +4.120.579 $ | +9,2 % | 44.736.307 $ | -25.494.991 $ | -36,3 % | 70.231.298 $ | +17.368.400 $ | +32,9 % |
| BlackRock, Inc. | BLK | 70.171.101 $ | +9.399.659 $ | +15,5 % | 60.771.442 $ | +5.071.554 $ | +9,1 % | 55.699.888 $ | +33.696.461 $ | +153,1 % | 22.003.427 $ | +3.733.524 $ | +20,4 % |
| JPMORGAN CHASE & CO | JPM | 69.801.521 $ | +55.641.274 $ | +392,9 % | 14.160.247 $ | +5.471.949 $ | +63,0 % | 8.688.298 $ | -5.683.119 $ | -39,5 % | 14.371.417 $ | +4.110.993 $ | +40,1 % |
| INTUITIVE SURGICAL INC | ISRG | 50.131.280 $ | -11.195.314 $ | -18,3 % | 61.326.594 $ | +21.270.114 $ | +53,1 % | 40.056.480 $ | +18.931.660 $ | +89,6 % | 21.124.820 $ | +20.485.426 $ | +3.203,9 % |
| EQT Corp | EQT | 56.321.400 $ | +8.885.400 $ | +18,7 % | 47.436.000 $ | +47.436.000 $ | |||||||
| TAT TECHNOLOGIES LTD | TATT | 47.988.695 $ | -6.232.248 $ | -11,5 % | 54.220.943 $ | -1.601.638 $ | -2,9 % | 55.822.581 $ | +11.100.918 $ | +24,8 % | 44.721.663 $ | +20.339.558 $ | +83,4 % |
| ANALOG DEVICES INC | ADI | 53.479.334 $ | +53.479.334 $ | ||||||||||
| Vertiv Holdings Co | VRT | 3.959.164 $ | -45.664.499 $ | -92,0 % | 49.623.663 $ | +8.024.120 $ | +19,3 % | 41.599.543 $ | -3.563.359 $ | -7,9 % | 45.162.902 $ | +19.798.246 $ | +78,1 % |
| HDFC BANK LTD | HDB | 28.612.000 $ | -13.409.000 $ | -31,9 % | 42.021.000 $ | +2.843.653 $ | +7,3 % | 39.177.347 $ | -4.934.066 $ | -11,2 % | 44.111.413 $ | +15.225.551 $ | +52,7 % |
| Mastercard Inc | MA | 40.419.959 $ | -1.154.093 $ | -2,8 % | 41.574.052 $ | -1.647.903 $ | -3,8 % | 43.221.955 $ | +469.401 $ | +1,1 % | 42.752.554 $ | +828.265 $ | +2,0 % |
| BOEING CO | BA | 39.329.522 $ | +7.000.354 $ | +21,7 % | 32.329.168 $ | +2.758.796 $ | +9,3 % | 29.570.372 $ | +767.666 $ | +2,7 % | 28.802.706 $ | +5.384.916 $ | +23,0 % |
| NETFLIX INC | NFLX | 35.473.375 $ | +8.256.441 $ | +30,3 % | 27.216.934 $ | +21.278.683 $ | +358,3 % | 5.938.251 $ | -3.932.800 $ | -39,8 % | 9.871.051 $ | +1.373.838 $ | +16,2 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 18.990.878 $ | -498.625 $ | -2,6 % | 19.489.503 $ | -8.677.855 $ | -30,8 % | 28.167.358 $ | +963.631 $ | +3,5 % | 27.203.727 $ | -12.073.253 $ | -30,7 % |
| APPFOLIO INC | APPF | 20.797.520 $ | -1.157.140 $ | -5,3 % | 21.954.660 $ | +1.289.230 $ | +6,2 % | 20.665.430 $ | +6.288.533 $ | +43,7 % | 14.376.897 $ | -11.741.780 $ | -45,0 % |
| IREN Ltd | IREN | 11.377.563 $ | -1.037.952 $ | -8,4 % | 12.415.515 $ | -2.561.313 $ | -17,1 % | 14.976.828 $ | +14.976.828 $ | ||||
| MORGAN STANLEY | MS | 6.395.434 $ | +700.302 $ | +12,3 % | 5.695.132 $ | -8.546.625 $ | -60,0 % | 14.241.757 $ | +9.837.448 $ | +223,4 % | 4.404.309 $ | +2.383.684 $ | +118,0 % |
| AMERICAN EXPRESS CO | AXP | 5.946.668 $ | -7.247.869 $ | -54,9 % | 13.194.537 $ | +3.225.518 $ | +32,4 % | 9.969.019 $ | +350.868 $ | +3,6 % | 9.618.151 $ | +3.414.046 $ | +55,0 % |
| JFrog Ltd | FROG | 633.837 $ | -1.091.183 $ | -63,3 % | 1.725.020 $ | +981.229 $ | +131,9 % | 743.791 $ | -11.607.607 $ | -94,0 % | 12.351.398 $ | +27.712 $ | +0,2 % |
| GOLDMAN SACHS GROUP INC | GS | 9.732.269 $ | -1.344.102 $ | -12,1 % | 11.076.371 $ | +4.181.543 $ | +60,6 % | 6.894.828 $ | -1.388.445 $ | -16,8 % | 8.283.273 $ | +2.674.798 $ | +47,7 % |
| GILAT SATELLITE NETWORKS LTD | GILT | 1.000.351 $ | +119.930 $ | +13,6 % | 880.421 $ | +14.636 $ | +1,7 % | 865.785 $ | -7.091.611 $ | -89,1 % | 7.957.396 $ | +855.321 $ | +12,0 % |
| MERCADOLIBRE INC | MELI | 7.789.235 $ | +2.264.120 $ | +41,0 % | 5.525.115 $ | -882.774 $ | -13,8 % | 6.407.889 $ | +3.501.532 $ | +120,5 % | 2.906.357 $ | -1.200.224 $ | -29,2 % |
| Booking Holdings Inc. | BKNG | 387.349 $ | -3.979.256 $ | -91,1 % | 4.366.605 $ | -1.973.693 $ | -31,1 % | 6.340.298 $ | -384.108 $ | -5,7 % | 6.724.406 $ | +2.060.261 $ | +44,2 % |
| ASML HOLDING NV | ASML | 4.991.648 $ | +2.023.336 $ | +68,2 % | 2.968.312 $ | +349.264 $ | +13,3 % | 2.619.048 $ | -2.685.547 $ | -50,6 % | 5.304.595 $ | +4.539.667 $ | +593,5 % |
| WELLS FARGO & COMPANY/MN | WFC | 4.036.571 $ | +115.156 $ | +2,9 % | 3.921.415 $ | -430.562 $ | -9,9 % | 4.351.977 $ | +2.150.977 $ | +97,7 % | 2.201.000 $ | +1.190.689 $ | +117,9 % |
| FIRST TRUST ADVISORS LP | 3.387.309 $ | -98.697 $ | -2,8 % | 3.486.006 $ | +187.011 $ | +5,7 % | 3.298.995 $ | +149.863 $ | +4,8 % | 3.149.132 $ | +558.526 $ | +21,6 % | |
| LAM RESEARCH CORP | LRCX | 3.385.147 $ | +899.473 $ | +36,2 % | 2.485.674 $ | +2.485.674 $ | |||||||
| Grayscale Bitcoin Mini Trust ETF | BTC | 3.199.723 $ | +343.540 $ | +12,0 % | 2.856.183 $ | -164.504 $ | -5,4 % | 3.020.687 $ | +808.525 $ | +36,5 % | 2.212.162 $ | +1.195.040 $ | +117,5 % |
| CAMECO CORP | CCJ | 1.575.822 $ | -645.921 $ | -29,1 % | 2.221.743 $ | +565.424 $ | +34,1 % | 1.656.319 $ | +640.927 $ | +63,1 % | 1.015.392 $ | +659.070 $ | +185,0 % |
| NEUROCRINE BIOSCIENCES INC | NBIX | 1.843.790 $ | +1.843.790 $ | ||||||||||
| ASTRAZENECA PLC | AZN | 1.841.818 $ | +227.968 $ | +14,1 % | 1.613.850 $ | +133.819 $ | +9,0 % | 1.480.031 $ | -965.314 $ | -39,5 % | |||
| Nu Holdings Ltd. | NU | 1.588.201 $ | +1.588.201 $ | ||||||||||
| AMERICAN EAGLE OUTFITTERS INC | AEO | 1.471.627 $ | +1.471.627 $ | ||||||||||
| Bank of New York Mellon Corp | BK | 1.099.024 $ | +1.099.024 $ | ||||||||||
| Constellation Energy Corp | CEG | 614.350 $ | -162.844 $ | -21,0 % | 777.194 $ | -111.295 $ | -12,5 % | 888.489 $ | +565.729 $ | +175,3 % | 322.760 $ | +322.760 $ | |
| REGIONS FINANCIAL CORP | RF | 433.514 $ | -108.784 $ | -20,1 % | 542.298 $ | -314.490 $ | -36,7 % | 856.788 $ | +219.090 $ | +34,4 % | 637.698 $ | +178.652 $ | +38,9 % |
| INCYTE CORP | INCY | 800.020 $ | +158.015 $ | +24,6 % | 642.005 $ | +642.005 $ | |||||||
| ARGENX SE | ARGX | 756.855 $ | +756.855 $ | ||||||||||
| EAST WEST BANCORP INC | EWBC | 280.031 $ | -70.064 $ | -20,0 % | 350.095 $ | -285.944 $ | -45,0 % | 636.039 $ | +136.693 $ | +27,4 % | 499.346 $ | +154.937 $ | +45,0 % |
| KAMADA LTD | KMDA | 309.416 $ | +930 $ | +0,3 % | 308.486 $ | -111.862 $ | -26,6 % | 420.348 $ | -177.561 $ | -29,7 % | 597.909 $ | +90.567 $ | +17,9 % |
| Nebius Group N.V. | NBIS | 547.102 $ | +251.562 $ | +85,1 % | 295.540 $ | +3.638 $ | +1,2 % | 291.902 $ | +291.902 $ | ||||
| PERRIGO Co plc | PRGO | 147.441 $ | -203.891 $ | -58,0 % | 351.332 $ | -194.130 $ | -35,6 % | 545.462 $ | -26.947 $ | -4,7 % | |||
| ARGAN INC | AGX | 540.100 $ | +540.100 $ | ||||||||||
| AeroVironment Inc | AVAV | 366.100 $ | -117.680 $ | -24,3 % | 483.780 $ | +74.423 $ | +18,2 % | 409.357 $ | +409.357 $ | ||||
| Viatris Inc | VTRS | 211.986 $ | -165.125 $ | -43,8 % | 377.111 $ | -83.811 $ | -18,2 % | 460.922 $ | +11.355 $ | +2,5 % | |||
| Sea Ltd | SE | 446.825 $ | +158.933 $ | +55,2 % | 287.892 $ | +287.892 $ | |||||||
| AppLovin Corp | APP | 444.721 $ | +444.721 $ | ||||||||||
| AGNICO EAGLE MINES LTD | AEM | 421.400 $ | +421.400 $ | ||||||||||
| Talen Energy Corp | TLN | 319.230 $ | -55.610 $ | -14,8 % | 374.840 $ | +374.840 $ | |||||||
| EXXON MOBIL CORP | XOM | 343.222 $ | +99.774 $ | +41,0 % | 243.448 $ | +15.355 $ | +6,7 % | 228.093 $ | +10.014 $ | +4,6 % | 218.079 $ | -24.984.388 $ | -99,1 % |
| BECTON DICKINSON & CO | BDX | 249.407 $ | +249.407 $ | ||||||||||
| CITIGROUP INC | C | 247.707 $ | +113.670 $ | +84,8 % | 134.037 $ | -56.795 $ | -29,8 % | 190.832 $ | -44.378 $ | -18,9 % | 235.210 $ | -21.684 $ | -8,4 % |
| 7.017.680.157 $ | +207.226.765 $ | +9,5 % | 6.818.270.654 $ | +833.114.505 $ | +19,1 % | 5.989.949.621 $ | -194.706.590 $ | +16,1 % | 6.184.656.211 $ | +1.463.224.364 $ | +391,3 % | ||