| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 406.618.435 $ | +83.309.831 $ | +36,1 % | 6 | 385.761.666 $ | -60.457.574 $ | -7,3 % | 7 | 463.860.588 $ | +49.309.355 $ | +21,6 % | 7 | 347.983.655 $ | +40.966.289 $ | +16,4 % | 5 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 86.014.053 $ | -5.876.990 $ | -6,4 % | 1 | 91.891.043 $ | -10.544.174 $ | -10,3 % | 1 | 102.435.217 $ | -17.601.547 $ | -14,7 % | 1 | 120.036.764 $ | +11.507.295 $ | +10,6 % | 1 |
| CORNING INC /NY | GLW | → 0 | Stark | 93.419.436 $ | +43.702.549 $ | +87,9 % | 1 | 49.716.887 $ | -17.683.561 $ | -26,2 % | 1 | 67.400.448 $ | +3.806.920 $ | +6,0 % | 1 | 63.593.528 $ | +22.845.207 $ | +56,1 % | 1 |
| KEATING INVESTMENT COUNSELORS INC | → 0 | 48.326.695 $ | -40.048.357 $ | -45,3 % | 1 | 88.375.052 $ | +48.283.438 $ | +120,4 % | 1 | ||||||||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 67.164.230 $ | +35.593.214 $ | +112,7 % | 1 | ||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 58.251.388 $ | +11.429.668 $ | +24,4 % | 1 | 46.821.720 $ | -4.349.125 $ | -8,5 % | 1 | 51.170.845 $ | +11.575.916 $ | +29,2 % | 1 | ||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 56.074.716 $ | +5.722.409 $ | +11,4 % | 1 | 50.352.307 $ | -4.966.409 $ | -9,0 % | 1 | 55.318.716 $ | +1.250.947 $ | +2,3 % | 1 | 54.067.769 $ | +4.425.756 $ | +8,9 % | 1 |
| Blackstone Inc. | BX | → 0 | Neutral | 50.311.260 $ | -5.369.016 $ | -9,6 % | 1 | 55.680.276 $ | +6.977.122 $ | +14,3 % | 1 | ||||||||
| CINTAS CORP | CTAS | → 0 | Stark | 54.605.318 $ | -4.789.091 $ | -8,1 % | 1 | ||||||||||||
| NEWMONT Corp /DE/ | NEM | → 0 | Stark | 45.694.612 $ | -7.261.019 $ | -13,7 % | 1 | 52.955.631 $ | +4.106.581 $ | +8,4 % | 1 | 48.849.050 $ | +7.362.697 $ | +17,7 % | 1 | ||||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 45.697.383 $ | +13.027.471 $ | +39,9 % | 1 | ||||||||||||
| 406.618.435 $ | +83.309.831 $ | +36,1 % | 6 | 385.761.666 $ | -60.457.574 $ | -7,3 % | 7 | 463.860.588 $ | +49.309.355 $ | +21,6 % | 7 | 347.983.655 $ | +40.966.289 $ | +16,4 % | 5 | ||||