| 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 | ||||
| 507.691.571 $ | +125.416.223 $ | +16.123,1 % | 8 | 531.840.322 $ | +175.855.592 $ | +14.332,1 % | 8 | 529.880.751 $ | +190.982.185 $ | +65.590,9 % | 9 | ||||
| ISHARES TR | → 0 | 145.268.050 $ | +145.155.550 $ | +129.027,2 % | 1 | 149.677.474 $ | +149.546.971 $ | +114.592,7 % | 1 | 145.816.964 $ | +145.792.262 $ | +590.204,3 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 89.582.992 $ | +7.436.390 $ | +9,1 % | 1 | 82.146.602 $ | +10.507.097 $ | +14,7 % | 1 | 71.639.505 $ | +11.342.674 $ | +18,8 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 77.684.490 $ | -7.660.335 $ | -9,0 % | 1 | 85.344.825 $ | +1.540.422 $ | +1,8 % | 1 | 83.804.403 $ | +6.762.231 $ | +8,8 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 59.579.095 $ | -5.033.628 $ | -7,8 % | 1 | 64.612.723 $ | +3.215.133 $ | +5,2 % | 1 | 61.397.590 $ | +12.074.517 $ | +24,5 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Stark | 35.738.540 $ | -10.553.020 $ | -22,8 % | 1 | 46.291.560 $ | -2.310.256 $ | -4,8 % | 1 | 48.601.816 $ | +543.341 $ | +1,1 % | 1 |
| iSHARES TRUST | → 0 | 38.899.387 $ | +3.400.102 $ | +9,6 % | 1 | 35.499.285 $ | +3.685.416 $ | +11,6 % | 1 | 31.813.869 $ | +2.085.200 $ | +7,0 % | 1 | ||
| OLD REPUBLIC INTERNATIONAL CORP | ORI | → 0 | Stark | 31.889.569 $ | -3.755.629 $ | -10,5 % | 1 | 35.645.198 $ | +2.543.863 $ | +7,7 % | 1 | 33.101.335 $ | +3.209.240 $ | +10,7 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 29.049.448 $ | -3.573.207 $ | -11,0 % | 1 | 32.622.655 $ | +7.126.946 $ | +28,0 % | 1 | ||||
| Blackstone Inc. | BX | → 0 | Stark | 27.332.020 $ | +3.230.861 $ | +13,4 % | 1 | ||||||||
| ORACLE CORP | ORCL | → 0 | Stark | 26.373.249 $ | +5.941.859 $ | +29,1 % | 1 | ||||||||
| 507.691.571 $ | +125.416.223 $ | +16.123,1 % | 8 | 531.840.322 $ | +175.855.592 $ | +14.332,1 % | 8 | 529.880.751 $ | +190.982.185 $ | +65.590,9 % | 9 | ||||