| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 63.221.218 $ | +11.413.422 $ | +35,4 % | 12 | 56.444.312 $ | +56.444.312 $ | 13 | |||||
| UNION PACIFIC CORP | UNP | → 0 | Neutral | 10.275.915 $ | +1.124.554 $ | +12,3 % | 1 | 9.151.361 $ | +9.151.361 $ | 1 | |
| COZAD ASSET MANAGEMENT INC | → 0 | 9.878.840 $ | +4.031.569 $ | +68,9 % | 1 | 5.847.271 $ | +5.847.271 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 8.157.114 $ | +739.066 $ | +10,0 % | 1 | 7.418.048 $ | +7.418.048 $ | 1 | |
| PROSHARES TRUST | → 0 | 5.266.797 $ | -2.244.979 $ | -29,9 % | 1 | 7.511.776 $ | +7.511.776 $ | 1 | |||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 6.458.254 $ | +4.071.753 $ | +170,6 % | 1 | 2.386.501 $ | +2.386.501 $ | 1 | |
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 5.199.199 $ | +1.207.435 $ | +30,2 % | 1 | 3.991.764 $ | +3.991.764 $ | 1 | |
| M&T BANK CORP | MTB | → 0 | Stark | 3.513.503 $ | -323.634 $ | -8,4 % | 1 | 3.837.137 $ | +3.837.137 $ | 1 | |
| CORNING INC /NY | GLW | → 0 | Stark | 3.466.984 $ | +1.621.462 $ | +87,9 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 3.135.262 $ | -8.145 $ | -0,3 % | 1 | 3.143.407 $ | +3.143.407 $ | 1 | |
| HONEYWELL INTERNATIONAL INC | HON | → 0 | Schwach | 3.095.730 $ | +3.095.730 $ | 1 | |||||
| NVIDIA CORP | NVDA | → 0 | Stark | 2.859.885 $ | +401.488 $ | +16,3 % | 1 | 2.458.397 $ | +2.458.397 $ | 1 | |
| BARRICK MINING CORP | B | → 0 | Stark | 2.507.465 $ | -297.547 $ | -10,6 % | 1 | 2.805.012 $ | +2.805.012 $ | 1 | |
| MYR GROUP INC. | MYRG | → 0 | Neutral | 2.502.000 $ | +1.090.400 $ | +77,2 % | 1 | ||||
| SPDR GOLD TRUST | GLD | → 0 | 2.422.103 $ | +2.422.103 $ | 1 | ||||||
| OMNICOM GROUP INC. | OMC | → 0 | Neutral | 2.375.805 $ | +2.375.805 $ | 1 | |||||
| 63.221.218 $ | +11.413.422 $ | +35,4 % | 12 | 56.444.312 $ | +56.444.312 $ | 13 | |||||