| 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 | ||||
| 216.562.235 $ | +22.357.833 $ | +1.641,8 % | 9 | 230.266.153 $ | +46.428.954 $ | +88,5 % | 9 | 182.965.665 $ | +37.209.623 $ | +32,0 % | 7 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 32.904.751 $ | -3.370.761 $ | -9,3 % | 1 | 36.275.512 $ | +9.669.196 $ | +36,3 % | 1 | 26.606.316 $ | +7.359.018 $ | +38,2 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 33.550.521 $ | -2.621.268 $ | -7,2 % | 1 | 36.171.789 $ | +3.733.709 $ | +11,5 % | 1 | 32.438.080 $ | +6.308.449 $ | +24,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 26.234.249 $ | -8.015.145 $ | -23,4 % | 1 | 34.249.394 $ | -1.369.930 $ | -3,8 % | 1 | 35.619.324 $ | +1.357.319 $ | +4,0 % | 1 |
| ISHARES TR | → 0 | 32.649.564 $ | +32.430.166 $ | +14.781,4 % | 1 | 33.613.721 $ | +29.517.682 $ | +720,6 % | 1 | 32.674.892 $ | +19.048.255 $ | +139,8 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 18.775.645 $ | -1.840.958 $ | -8,9 % | 1 | 20.616.603 $ | +342.655 $ | +1,7 % | 1 | 20.273.948 $ | +1.639.982 $ | +8,8 % | 1 |
| Walmart Inc. | WMT | → 0 | Neutral | 19.703.686 $ | +1.857.843 $ | +10,4 % | 1 | 17.845.843 $ | +1.873.223 $ | +11,7 % | 1 | 15.972.620 $ | +779.007 $ | +5,1 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 18.438.414 $ | -886.752 $ | -4,6 % | 1 | 19.325.166 $ | -55.319 $ | -0,3 % | 1 | 19.380.485 $ | +717.593 $ | +3,8 % | 1 |
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 18.155.222 $ | +5.146.073 $ | +39,6 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 16.150.183 $ | -341.365 $ | -2,1 % | 1 | 16.491.548 $ | +1.870.300 $ | +12,8 % | 1 | ||||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 15.676.577 $ | +847.438 $ | +5,7 % | 1 | |||||||||
| 216.562.235 $ | +22.357.833 $ | +1.641,8 % | 9 | 230.266.153 $ | +46.428.954 $ | +88,5 % | 9 | 182.965.665 $ | +37.209.623 $ | +32,0 % | 7 | ||||