| 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 | ||||
| 613.769.579 $ | -2.703.306 $ | +1.402,4 % | 8 | 681.418.789 $ | +94.681.061 $ | +1.880,4 % | 8 | 710.074.432 $ | +170.390.360 $ | +240.001,6 % | 9 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 131.636.330 $ | -13.657.758 $ | -9,4 % | 1 | 145.294.088 $ | +9.664.029 $ | +7,1 % | 1 | 135.630.059 $ | +27.973.745 $ | +26,0 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 88.150.881 $ | -11.206.627 $ | -11,3 % | 1 | 99.357.508 $ | +1.434.279 $ | +1,5 % | 1 | 97.923.229 $ | -671.915 $ | -0,7 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 60.071.166 $ | -19.870.125 $ | -24,9 % | 1 | 79.941.291 $ | -9.423.987 $ | -10,5 % | 1 | 89.365.278 $ | +3.881.522 $ | +4,5 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 75.027.911 $ | -6.860.748 $ | -8,4 % | 1 | 81.888.659 $ | +16.657.902 $ | +25,5 % | 1 | 65.230.757 $ | +18.640.078 $ | +40,0 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 68.163.855 $ | -7.677.596 $ | -10,1 % | 1 | 75.841.451 $ | +4.751.491 $ | +6,7 % | 1 | 71.089.960 $ | +1.552.545 $ | +2,2 % | 1 |
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 64.506.458 $ | -3.383.020 $ | -5,0 % | 1 | 67.889.478 $ | -1.335.601 $ | -1,9 % | 1 | 69.225.079 $ | +15.326.453 $ | +28,4 % | 1 |
| KLA CORP | KLAC | → 0 | Neutral | 62.089.740 $ | -3.607.890 $ | -5,5 % | 1 | 65.697.630 $ | +7.858.051 $ | +13,6 % | 1 | 57.839.579 $ | +12.259.811 $ | +26,9 % | 1 |
| ADVISORS SER TR | → 0 | 64.123.238 $ | +63.560.458 $ | +11.294,0 % | 1 | 65.508.684 $ | +65.074.897 $ | +15.001,6 % | 1 | 65.445.162 $ | +65.442.132 $ | +2.159.806,3 % | 1 | ||
| AppLovin Corp | APP | → 0 | Neutral | 58.325.329 $ | +25.985.989 $ | +80,4 % | 1 | ||||||||
| 613.769.579 $ | -2.703.306 $ | +1.402,4 % | 8 | 681.418.789 $ | +94.681.061 $ | +1.880,4 % | 8 | 710.074.432 $ | +170.390.360 $ | +240.001,6 % | 9 | ||||