| 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 | ||||
| 198.690.473 $ | +18.833.534 $ | +37,1 % | 6 | 186.175.136 $ | +40.401.529 $ | +257,0 % | 7 | 182.015.178 $ | +9.468.456 $ | +642,9 % | 7 | 171.070.535 $ | -4.640.503 $ | +750,6 % | 5 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Stark | 113.013.426 $ | -4.696.200 $ | -4,0 % | 1 | 117.709.626 $ | +1.156.929 $ | +1,0 % | 1 | 116.552.697 $ | +3.951.907 $ | +3,5 % | 1 | 112.600.790 $ | -6.853.337 $ | -5,7 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 40.496.520 $ | +1.032.781 $ | +2,6 % | 1 | 39.463.739 $ | +37.221.776 $ | +1.660,2 % | 1 | 37.122.635 $ | +36.200.287 $ | +3.924,8 % | 1 | 35.531.648 $ | +34.627.767 $ | +3.831,0 % | 1 | ||
| ENTERPRISE PRODUCTS PARTNERS L.P. | EPD | → 0 | 20.936.285 $ | +3.585.537 $ | +20,7 % | 1 | 17.350.748 $ | +654.540 $ | +3,9 % | 1 | 16.696.208 $ | +477.619 $ | +2,9 % | 1 | 16.218.589 $ | -99.753 $ | -0,6 % | 1 | |
| STURM RUGER & CO INC | RGR | → 0 | Neutral | 15.915.730 $ | +15.915.730 $ | 1 | |||||||||||||
| PLAINS GP HOLDINGS LP | PAGP | → 0 | 6.191.400 $ | +1.808.340 $ | +41,3 % | 1 | 4.383.060 $ | +206.100 $ | +4,9 % | 1 | 4.176.960 $ | -78.210 $ | -1,8 % | 1 | 4.255.170 $ | +752.130 $ | +21,5 % | 1 | |
| Carlyle Group Inc. | CG | → 0 | Neutral | 3.246.367 $ | -154.481 $ | -4,5 % | 1 | 3.400.848 $ | +3.400.848 $ | 1 | |||||||||
| WELLS FARGO & CO | → 0 | 2.137.112 $ | +1.187.346 $ | +125,0 % | 1 | 2.241.963 $ | +1.271.352 $ | +131,0 % | 1 | 2.331.510 $ | -34.791.125 $ | -93,7 % | 1 | 2.464.338 $ | -33.067.310 $ | -93,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 1.779.633 $ | +45.313 $ | +2,6 % | 1 | 1.734.320 $ | +307.130 $ | +21,5 % | 1 | ||||||||
| 198.690.473 $ | +18.833.534 $ | +37,1 % | 6 | 186.175.136 $ | +40.401.529 $ | +257,0 % | 7 | 182.015.178 $ | +9.468.456 $ | +642,9 % | 7 | 171.070.535 $ | -4.640.503 $ | +750,6 % | 5 | ||||