| 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 | ||||
| 36.298.808 $ | +9.287.399 $ | +55,4 % | 7 | 16.125.189 $ | +1.781.346 $ | +12,9 % | 3 | 41.693.515 $ | +308.747 $ | +2,2 % | 9 | 29.825.440 $ | +2.363.555 $ | +9,3 % | 6 | ||||
| Hewlett Packard Enterprise Co | HPE | → 0 | Neutral | 6.674.035 $ | +4.588.184 $ | +220,0 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 5.345.004 $ | -437.422 $ | -7,6 % | 1 | 5.782.426 $ | +431.188 $ | +8,1 % | 1 | 5.351.238 $ | -572.038 $ | -9,7 % | 1 | 5.923.276 $ | +167.745 $ | +2,9 % | 1 |
| NetApp, Inc. | NTAP | → 0 | Neutral | 5.617.633 $ | +1.536.879 $ | +37,7 % | 1 | 4.442.736 $ | -666.444 $ | -13,0 % | 1 | 5.109.180 $ | +490.131 $ | +10,6 % | 1 | ||||
| KEATING INVESTMENT COUNSELORS INC | → 0 | 5.542.380 $ | +586.136 $ | +11,8 % | 1 | 4.956.244 $ | +201.236 $ | +4,2 % | 1 | ||||||||||
| Baker Hughes Co | BKR | → 0 | Neutral | 4.550.945 $ | -909.428 $ | -16,7 % | 1 | 5.460.373 $ | +1.114.399 $ | +25,6 % | 1 | 4.345.974 $ | -494.651 $ | -10,2 % | 1 | 4.840.625 $ | +997.194 $ | +25,9 % | 1 |
| QUALCOMM INC/DE | QCOM | → 0 | Neutral | 4.906.175 $ | +1.111.415 $ | +29,3 % | 1 | ||||||||||||
| TYSON FOODS, INC. | TSN | → 0 | Neutral | 4.882.390 $ | +235.759 $ | +5,1 % | 1 | 4.646.631 $ | +790.788 $ | +20,5 % | 1 | ||||||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 4.743.793 $ | +1.341.259 $ | +39,4 % | 1 | 4.211.048 $ | -471.047 $ | -10,1 % | 1 | 4.682.095 $ | +414.813 $ | +9,7 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 4.480.908 $ | +848.994 $ | +23,4 % | 1 | ||||||||||||
| CITIGROUP INC | C | → 0 | Stark | 4.470.161 $ | +398.590 $ | +9,8 % | 1 | ||||||||||||
| Medtronic plc | MDT | → 0 | Neutral | 4.461.223 $ | +2.056.512 $ | +85,5 % | 1 | ||||||||||||
| HUNTINGTON BANCSHARES INC /MD/ | HBAN | → 0 | Sehr stark | 4.202.439 $ | -111.581 $ | -2,6 % | 1 | 4.314.020 $ | +92.436 $ | +2,2 % | 1 | ||||||||
| 36.298.808 $ | +9.287.399 $ | +55,4 % | 7 | 16.125.189 $ | +1.781.346 $ | +12,9 % | 3 | 41.693.515 $ | +308.747 $ | +2,2 % | 9 | 29.825.440 $ | +2.363.555 $ | +9,3 % | 6 | ||||