| 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 | ||||
| 168.628.865 $ | +7.901.709 $ | +140,0 % | 9 | 171.620.254 $ | +34.524.037 $ | +10,5 % | 9 | 128.304.218 $ | +21.741.419 $ | +25,6 % | 7 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 27.587.734 $ | +442.513 $ | +1,6 % | 1 | 27.145.221 $ | +1.378.702 $ | +5,4 % | 1 | 25.766.519 $ | +7.116.361 $ | +38,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Stark | 21.282.184 $ | -4.266.493 $ | -16,7 % | 1 | 25.548.677 $ | -2.036.822 $ | -7,4 % | 1 | 27.585.499 $ | +795.991 $ | +3,0 % | 1 |
| Ancora Advisors LLC | → 0 | 24.938.134 $ | +843.073 $ | +3,5 % | 1 | 24.095.061 $ | +24.095.061 $ | 1 | |||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 18.124.080 $ | -3.519.760 $ | -16,3 % | 1 | 21.643.840 $ | +308.786 $ | +1,4 % | 1 | 21.335.054 $ | +1.472.450 $ | +7,4 % | 1 |
| SELECT SECTOR SPDR TRUST | → 0 | 21.542.438 $ | +2.301.874 $ | +12,0 % | 1 | 19.240.564 $ | +4.102.671 $ | +27,1 % | 1 | 15.137.893 $ | +6.541.188 $ | +76,1 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 16.435.015 $ | -1.602.179 $ | -8,9 % | 1 | 18.037.194 $ | +3.193.280 $ | +21,5 % | 1 | 14.843.914 $ | +3.626.422 $ | +32,3 % | 1 |
| ISHARES TR | → 0 | 14.355.896 $ | +13.316.739 $ | +1.281,5 % | 1 | ||||||||||
| MCDONALDS CORP | MCD | → 0 | Stark | 12.518.310 $ | +145.796 $ | +1,2 % | 1 | 12.372.514 $ | +63.450 $ | +0,5 % | 1 | 12.309.064 $ | +451.344 $ | +3,8 % | 1 |
| CISCO SYSTEMS, INC. | CSCO | → 0 | Neutral | 11.932.255 $ | +1.055.870 $ | +9,7 % | 1 | ||||||||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 11.845.074 $ | +240.146 $ | +2,1 % | 1 | 11.604.928 $ | +2.363.039 $ | +25,6 % | 1 | ||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 11.326.275 $ | +1.737.663 $ | +18,1 % | 1 | ||||||||
| 168.628.865 $ | +7.901.709 $ | +140,0 % | 9 | 171.620.254 $ | +34.524.037 $ | +10,5 % | 9 | 128.304.218 $ | +21.741.419 $ | +25,6 % | 7 | ||||