| 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 | ||||
| 1.596.787.434 $ | -246.146.710 $ | -13,2 % | 7 | 2.263.949.750 $ | +8.438.952 $ | +0,7 % | 9 | 2.262.035.769 $ | +52.166.556 $ | +3,9 % | 9 | ||||
| SCHWAB CHARLES CORP | SCHW | → 0 | Neutral | 277.145.767 $ | -25.038.289 $ | -8,3 % | 1 | 302.184.056 $ | +3.182.661 $ | +1,1 % | 1 | 299.001.395 $ | +7.322.581 $ | +2,5 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 263.477.672 $ | -21.176.731 $ | -7,4 % | 1 | 284.654.403 $ | -4.950.559 $ | -1,7 % | 1 | 289.604.962 $ | +5.461.623 $ | +1,9 % | 1 |
| THOR INDUSTRIES INC | THO | → 0 | Neutral | 203.837.262 $ | -63.050.328 $ | -23,6 % | 1 | 266.887.590 $ | -8.765.617 $ | -3,2 % | 1 | 275.653.207 $ | +38.139.939 $ | +16,1 % | 1 |
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Stark | 217.445.419 $ | -50.546.513 $ | -18,9 % | 1 | 267.991.932 $ | +5.324.991 $ | +2,0 % | 1 | 262.666.941 $ | -9.071.331 $ | -3,3 % | 1 |
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 199.347.057 $ | -54.373.730 $ | -21,4 % | 1 | 253.720.787 $ | -7.367.496 $ | -2,8 % | 1 | 261.088.283 $ | -22.606.007 $ | -8,0 % | 1 |
| ANALOG DEVICES INC | ADI | → 0 | Stark | 216.290.472 $ | -33.098.379 $ | -13,3 % | 1 | 249.388.851 $ | +19.104.226 $ | +8,3 % | 1 | 230.284.625 $ | +5.354.092 $ | +2,4 % | 1 |
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Neutral | 208.931.394 $ | -21.207.074 $ | -9,2 % | 1 | 230.138.468 $ | -21.114.448 $ | -8,4 % | 1 | ||||
| Installed Building Products, Inc. | IBP | → 0 | Neutral | 219.243.785 $ | +1.137.260 $ | +0,5 % | 1 | 218.106.525 $ | +5.835.862 $ | +2,7 % | 1 | 212.270.663 $ | +56.009.498 $ | +35,8 % | 1 |
| AMERICAN EXPRESS CO | AXP | → 0 | Stark | 212.084.212 $ | +17.281.958 $ | +8,9 % | 1 | ||||||||
| FISERV INC | FISV | → 0 | Neutral | 201.327.225 $ | -7.329.391 $ | -3,5 % | 1 | ||||||||
| 1.596.787.434 $ | -246.146.710 $ | -13,2 % | 7 | 2.263.949.750 $ | +8.438.952 $ | +0,7 % | 9 | 2.262.035.769 $ | +52.166.556 $ | +3,9 % | 9 | ||||