| 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 | ||||
| 203.923.335 $ | -28.166.481 $ | -6,9 % | 8 | 253.960.890 $ | +13.075.371 $ | +6,0 % | 9 | 228.713.443 $ | +20.320.546 $ | +10,3 % | 8 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 32.503.054 $ | -12.449.758 $ | -27,7 % | 1 | 44.952.812 $ | +10.012.132 $ | +28,7 % | 1 | 34.940.680 $ | +9.197.775 $ | +35,7 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 34.324.138 $ | -2.040.579 $ | -5,6 % | 1 | 36.364.717 $ | +252.400 $ | +0,7 % | 1 | 36.112.317 $ | +1.020.292 $ | +2,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 25.853.725 $ | -6.450.564 $ | -20,0 % | 1 | 32.304.289 $ | -2.268.274 $ | -6,6 % | 1 | 34.572.563 $ | +894.005 $ | +2,7 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 29.699.801 $ | -2.591.697 $ | -8,0 % | 1 | 32.291.498 $ | +2.063.467 $ | +6,8 % | 1 | 30.228.031 $ | +5.623.228 $ | +22,9 % | 1 |
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 20.849.870 $ | -9.499.881 $ | -31,3 % | 1 | 30.349.751 $ | +1.874.602 $ | +6,6 % | 1 | 28.475.149 $ | +2.101.762 $ | +8,0 % | 1 |
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Neutral | 20.105.324 $ | -3.187.041 $ | -13,7 % | 1 | 23.292.365 $ | -1.974.351 $ | -7,8 % | 1 | 25.266.716 $ | -1.469.216 $ | -5,5 % | 1 |
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 21.816.759 $ | +6.213.380 $ | +39,8 % | 1 | ||||||||
| JACOBS SOLUTIONS INC. | J | → 0 | Neutral | 18.616.943 $ | -2.533.348 $ | -12,0 % | 1 | 21.150.291 $ | +2.342.732 $ | +12,5 % | 1 | ||||
| Simplify Exchange Traded Funds | → 0 | 18.770.664 $ | +1.839.659 $ | +10,9 % | 1 | ||||||||||
| WATERS CORP /DE/ | WAT | → 0 | Stark | 18.114.093 $ | +3.676.143 $ | +25,5 % | 1 | ||||||||
| BERKLEY W R CORP | WRB | → 0 | Neutral | 17.967.696 $ | +609.968 $ | +3,5 % | 1 | ||||||||
| MARKEL GROUP INC. | MKL | → 0 | Stark | 17.674.422 $ | +1.972.600 $ | +12,6 % | 1 | ||||||||
| 203.923.335 $ | -28.166.481 $ | -6,9 % | 8 | 253.960.890 $ | +13.075.371 $ | +6,0 % | 9 | 228.713.443 $ | +20.320.546 $ | +10,3 % | 8 | ||||