| 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 | ||||
| 978.187.304 $ | +815.136.776 $ | +4.797,6 % | 8 | 731.709.173 $ | -9.013.097 $ | +169,2 % | 5 | 758.775.514 $ | +90.769.930 $ | +4.854,1 % | 6 | 730.907.089 $ | +582.962.769 $ | +4.744,6 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 636.573.457 $ | +629.597.264 $ | +9.024,9 % | 1 | 555.025.034 $ | +499.577.636 $ | +901,0 % | 1 | 546.764.189 $ | +542.144.517 $ | +11.735,6 % | 1 | 515.843.595 $ | +509.957.772 $ | +8.664,2 % | 1 | ||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 100.160.722 $ | +70.919.319 $ | +242,5 % | 1 | 29.241.403 $ | +12.671.641 $ | +76,5 % | 1 | ||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 64.557.405 $ | +64.330.747 $ | +28.382,3 % | 1 | 57.568.384 $ | -497.456.650 $ | -89,6 % | 1 | 55.447.398 $ | +55.131.959 $ | +17.477,9 % | 1 | 51.854.670 $ | +12.171.111 $ | +30,7 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 50.766.508 $ | +2.234.827 $ | +4,6 % | 1 | 48.531.681 $ | -7.580.011 $ | -13,5 % | 1 | 56.111.692 $ | +170.777 $ | +0,3 % | 1 | 55.940.915 $ | +8.365.517 $ | +17,6 % | 1 |
| ISHARES TR | → 0 | 45.486.559 $ | +39.739.839 $ | +691,5 % | 1 | 41.342.671 $ | -16.225.713 $ | -28,2 % | 1 | 38.874.361 $ | -507.889.828 $ | -92,9 % | 1 | 39.683.559 $ | +39.483.149 $ | +19.701,2 % | 1 | ||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 25.678.943 $ | +769.313 $ | +3,1 % | 1 | 36.054.624 $ | +791.340 $ | +2,2 % | 1 | 35.263.284 $ | +2.985.220 $ | +9,2 % | 1 | ||||||
| EVI INDUSTRIES, INC. | EVI | → 0 | Neutral | 32.321.066 $ | +10.000.000 $ | +44,8 % | 1 | ||||||||||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | → 0 | 27.577.795 $ | +3.524.078 $ | +14,7 % | 1 | ||||||||||||||
| VANGUARD GROUP INC | → 0 | 27.385.915 $ | +4.021.389 $ | +17,2 % | 1 | ||||||||||||||
| iSHARES TRUST | → 0 | 25.523.250 $ | +421.165 $ | +1,7 % | 1 | ||||||||||||||
| 978.187.304 $ | +815.136.776 $ | +4.797,6 % | 8 | 731.709.173 $ | -9.013.097 $ | +169,2 % | 5 | 758.775.514 $ | +90.769.930 $ | +4.854,1 % | 6 | 730.907.089 $ | +582.962.769 $ | +4.744,6 % | 6 | ||||