| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 511.730.907 $ | -58.879.318 $ | -8,7 % | 7 | 654.325.314 $ | -20.914.508 $ | -2,4 % | 9 | 675.239.822 $ | -4.229.229 $ | +2,9 % | 9 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 90.362.226 $ | -28.330.248 $ | -23,9 % | 1 | 118.692.474 $ | -12.047.467 $ | -9,2 % | 1 | 130.739.941 $ | -1.365.601 $ | -1,0 % | 1 |
| MARKEL GROUP INC. | MKL | → 0 | Neutral | 87.725.834 $ | -11.957.936 $ | -12,0 % | 1 | 99.683.770 $ | +10.342.803 $ | +11,6 % | 1 | 89.340.967 $ | -8.107.916 $ | -8,3 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 78.158.212 $ | -9.261.516 $ | -10,6 % | 1 | 87.419.728 $ | +3.062.142 $ | +3,6 % | 1 | 84.357.586 $ | -3.438.562 $ | -3,9 % | 1 |
| O REILLY AUTOMOTIVE INC | ORLY | → 0 | Neutral | 69.204.807 $ | +101.192 $ | +0,1 % | 1 | 69.103.615 $ | -13.272.173 $ | -16,1 % | 1 | 82.375.788 $ | +10.813.717 $ | +15,1 % | 1 |
| AMERICAN TOWER CORP /MA/ | AMT | → 0 | Stark | 71.681.528 $ | -1.656.232 $ | -2,3 % | 1 | 73.337.760 $ | -7.333.995 $ | -9,1 % | 1 | 80.671.755 $ | -15.026.636 $ | -15,7 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 58.085.124 $ | -4.594.323 $ | -7,3 % | 1 | 62.679.447 $ | +3.149.037 $ | +5,3 % | 1 | 59.530.410 $ | +9.893.055 $ | +19,9 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 56.513.176 $ | -3.180.255 $ | -5,3 % | 1 | 59.693.431 $ | -488.405 $ | -0,8 % | 1 | 60.181.836 $ | +873.622 $ | +1,5 % | 1 |
| COPART INC | CPRT | → 0 | Stark | 43.702.832 $ | -6.409.263 $ | -12,8 % | 1 | 50.112.095 $ | -6.552.224 $ | -11,6 % | 1 | ||||
| ADOBE INC. | ADBE | → 0 | Schwach | 40.012.257 $ | +2.082.813 $ | +5,5 % | 1 | 37.929.444 $ | +8.681.316 $ | +29,7 % | 1 | ||||
| 511.730.907 $ | -58.879.318 $ | -8,7 % | 7 | 654.325.314 $ | -20.914.508 $ | -2,4 % | 9 | 675.239.822 $ | -4.229.229 $ | +2,9 % | 9 | ||||