| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 669.064.909 $ | +71.633.049 $ | +25,1 % | 3 | 977.359.902 $ | +145.852.744 $ | +12.747,3 % | 5 | 1.775.004.181 $ | +342.120.806 $ | +12,5 % | 9 | 1.601.648.737 $ | +62.851.548 $ | +9,2 % | 8 | ||||
| ADVISORS SER TR | → 0 | 244.354.698 $ | -14.207.265 $ | -5,5 % | 1 | 258.561.963 $ | +258.157.265 $ | +63.790,1 % | 1 | 286.861.749 $ | +286.861.749 $ | 1 | |||||||
| MCKESSON CORP | MCK | → 0 | Stark | 191.758.756 $ | -26.229.424 $ | -12,0 % | 1 | 217.988.180 $ | -32.892.346 $ | -13,1 % | 1 | 250.880.526 $ | -4.452.361 $ | -1,7 % | 1 | 255.332.887 $ | -1.042.828 $ | -0,4 % | 1 |
| OCCIDENTAL PETROLEUM CORP /DE/ | OXY | → 0 | Neutral | 232.951.455 $ | +112.069.738 $ | +92,7 % | 1 | 162.523.025 $ | +16.290.593 $ | +11,1 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 182.859.839 $ | -38.106.984 $ | -17,2 % | 1 | 220.966.823 $ | -366.132 $ | -0,2 % | 1 | 221.332.955 $ | +64.792.482 $ | +41,4 % | 1 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Stark | 156.598.319 $ | -22.332.493 $ | -12,5 % | 1 | 178.930.812 $ | -34.680.175 $ | -16,2 % | 1 | 213.610.987 $ | -21.743.716 $ | -9,2 % | 1 | ||||
| FISERV INC | FISV | → 0 | Neutral | 199.302.258 $ | -48.614.235 $ | -19,6 % | 1 | ||||||||||||
| ORACLE CORP | ORCL | → 0 | Neutral | 181.303.347 $ | -11.809.463 $ | -6,1 % | 1 | 193.112.810 $ | +75.421.170 $ | +64,1 % | 1 | ||||||||
| BROOKFIELD Corp /ON/ | BN | → 0 | Neutral | 161.351.601 $ | -18.972.698 $ | -10,5 % | 1 | 180.324.299 $ | +5.719.049 $ | +3,3 % | 1 | 174.605.250 $ | -10.127.040 $ | -5,5 % | 1 | ||||
| MARKEL GROUP INC. | MKL | → 0 | Neutral | 175.758.922 $ | +9.609.070 $ | +5,8 % | 1 | ||||||||||||
| VISA INC. | V | → 0 | Schwach | 168.592.668 $ | -5.443.355 $ | -3,1 % | 1 | ||||||||||||
| UNION PACIFIC CORP | UNP | → 0 | Neutral | 157.920.161 $ | +82.033.900 $ | +108,1 % | 1 | ||||||||||||
| NOVARTIS AG | NVS | → 0 | Neutral | 155.293.439 $ | +2.523.646 $ | +1,7 % | 1 | ||||||||||||
| 669.064.909 $ | +71.633.049 $ | +25,1 % | 3 | 977.359.902 $ | +145.852.744 $ | +12.747,3 % | 5 | 1.775.004.181 $ | +342.120.806 $ | +12,5 % | 9 | 1.601.648.737 $ | +62.851.548 $ | +9,2 % | 8 | ||||