| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 133.093.138 $ | -3.581.825 $ | +1,5 % | 6 | 111.484.369 $ | +20.137.042 $ | +16,4 % | 4 | 94.525.695 $ | -35.249.678 $ | -23,7 % | 4 | 262.195.220 $ | +4.647.530 $ | +3,7 % | 11 | ||||
| Texas Pacific Land Corp | TPL | → 0 | Stark | 48.190.291 $ | -5.385.160 $ | -10,1 % | 1 | 53.575.451 $ | +20.769.183 $ | +63,3 % | 1 | 32.806.268 $ | -4.298.453 $ | -11,6 % | 1 | 37.104.721 $ | -5.834.363 $ | -13,6 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 27.315.654 $ | -363.408 $ | -1,3 % | 1 | 27.679.062 $ | -927.820 $ | -3,2 % | 1 | 28.606.882 $ | -22.928.604 $ | -44,5 % | 1 | 51.535.486 $ | +1.145.607 $ | +2,3 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 14.459.677 $ | +2.613.220 $ | +22,1 % | 1 | 24.252.320 $ | +1.294.473 $ | +5,6 % | 1 | ||||||||
| AUTOZONE INC | AZO | → 0 | Schwach | 23.579.159 $ | +3.217.577 $ | +15,8 % | 1 | ||||||||||||
| HCA Healthcare, Inc. | HCA | → 0 | Stark | 22.189.251 $ | +2.089.909 $ | +10,4 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 16.464.843 $ | -5.104.667 $ | -23,7 % | 1 | 21.569.510 $ | +46.082 $ | +0,2 % | 1 | ||||||||
| Phillips 66 | PSX | → 0 | Stark | 13.997.171 $ | -1.779.435 $ | -11,3 % | 1 | 15.776.606 $ | +2.490.131 $ | +18,7 % | 1 | 20.350.768 $ | +2.393.732 $ | +13,3 % | 1 | ||||
| Arthur J. Gallagher & Co. | AJG | → 0 | Neutral | 15.230.592 $ | +777.342 $ | +5,4 % | 1 | 14.453.250 $ | -2.194.452 $ | -13,2 % | 1 | 16.647.702 $ | -2.917.954 $ | -14,9 % | 1 | 19.565.656 $ | -1.656.059 $ | -7,8 % | 1 |
| AFLAC INC | AFL | → 0 | Neutral | 13.899.753 $ | +555.616 $ | +4,2 % | 1 | 14.309.329 $ | +662.278 $ | +4,9 % | 1 | ||||||||
| Elevance Health, Inc. | ELV | → 0 | Schwach | 13.977.525 $ | +517.175 $ | +3,8 % | 1 | ||||||||||||
| FIFTH THIRD BANCORP | FITB | → 0 | Stark | 13.761.495 $ | +771.119 $ | +5,9 % | 1 | ||||||||||||
| 133.093.138 $ | -3.581.825 $ | +1,5 % | 6 | 111.484.369 $ | +20.137.042 $ | +16,4 % | 4 | 94.525.695 $ | -35.249.678 $ | -23,7 % | 4 | 262.195.220 $ | +4.647.530 $ | +3,7 % | 11 | ||||