| 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 | ||||
| 5.484.613.978 $ | -237.390.528 $ | -2,0 % | 7 | 6.805.062.842 $ | +1.176.911.669 $ | +2,3 % | 9 | 6.347.156.243 $ | +506.370.820 $ | +9,3 % | 9 | ||||
| iSHARES TRUST | → 0 | 1.303.034.212 $ | +457.497.014 $ | +54,1 % | 1 | 845.537.198 $ | +151.392.151 $ | +21,8 % | 1 | 694.145.047 $ | +72.673.571 $ | +11,7 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 980.188.626 $ | -135.666.596 $ | -12,2 % | 1 | 1.115.855.222 $ | +155.084.268 $ | +16,1 % | 1 | 960.770.954 $ | +248.642.392 $ | +34,9 % | 1 |
| JMG Financial Group, Ltd. | → 0 | 633.886.335 $ | -396.283.243 $ | -38,5 % | 1 | 1.030.169.578 $ | +1.030.169.578 $ | 1 | |||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 720.862.025 $ | -180.160.241 $ | -20,0 % | 1 | 901.022.266 $ | -63.171.182 $ | -6,6 % | 1 | 964.193.448 $ | +29.132.285 $ | +3,1 % | 1 |
| ORACLE CORP | ORCL | → 0 | Stark | 719.005.070 $ | -14.445.032 $ | -2,0 % | 1 | ||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 643.996.070 $ | -24.382.590 $ | -3,6 % | 1 | 668.378.660 $ | -38.714.301 $ | -5,5 % | 1 | 707.092.961 $ | -22.529.416 $ | -3,1 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 687.448.840 $ | +53.618.396 $ | +8,5 % | 1 | 633.830.444 $ | +41.344.628 $ | +7,0 % | 1 | 592.485.816 $ | +119.810.451 $ | +25,3 % | 1 |
| KLA CORP | KLAC | → 0 | Neutral | 515.197.870 $ | -12.013.268 $ | -2,3 % | 1 | 527.211.138 $ | -105.413.667 $ | -16,7 % | 1 | 632.624.805 $ | +95.733.550 $ | +17,8 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 565.284.759 $ | -17.208.435 $ | -3,0 % | 1 | 582.493.194 $ | -1.835.469 $ | -0,3 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 517.773.577 $ | +23.428.629 $ | +4,7 % | 1 | 494.344.948 $ | -20.811.512 $ | -4,0 % | 1 | ||||
| 5.484.613.978 $ | -237.390.528 $ | -2,0 % | 7 | 6.805.062.842 $ | +1.176.911.669 $ | +2,3 % | 9 | 6.347.156.243 $ | +506.370.820 $ | +9,3 % | 9 | ||||