| 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 | ||||
| 270.107.088 $ | +65.341.088 $ | +1.520,6 % | 6 | 273.667.688 $ | -4.363.994 $ | -0,1 % | 7 | 261.424.934 $ | +71.102.108 $ | +1.345,7 % | 6 | 220.373.261 $ | +71.260.690 $ | +2.165,1 % | 6 | ||||
| Altrius Capital Management Inc | → 0 | 62.317.011 $ | -12.424.005 $ | -16,6 % | 1 | 74.741.016 $ | -2.983.925 $ | -3,8 % | 1 | 77.724.941 $ | +6.645.284 $ | +9,3 % | 1 | 71.079.657 $ | +22.650.459 $ | +46,8 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 62.643.236 $ | +11.723.140 $ | +23,0 % | 1 | 50.920.096 $ | -3.971.968 $ | -7,2 % | 1 | 54.892.064 $ | +12.322.364 $ | +28,9 % | 1 | 42.569.700 $ | +12.105.272 $ | +39,7 % | 1 |
| INVESCO EXCH TRD SLF IDX FD | → 0 | 53.521.290 $ | +52.937.395 $ | +9.066,3 % | 1 | 50.379.579 $ | +2.412.129 $ | +5,0 % | 1 | 47.967.450 $ | +47.376.468 $ | +8.016,6 % | 1 | 30.641.417 $ | +30.405.308 $ | +12.877,7 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 35.822.441 $ | +4.397.722 $ | +14,0 % | 1 | 31.424.719 $ | +948.996 $ | +3,1 % | 1 | 30.475.723 $ | +1.889.502 $ | +6,6 % | 1 | 28.586.221 $ | +5.474.325 $ | +23,7 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 29.647.725 $ | +6.354.273 $ | +27,3 % | 1 | 23.293.452 $ | -2.144.890 $ | -8,4 % | 1 | 25.438.342 $ | +3.050.420 $ | +13,6 % | 1 | 22.387.922 $ | +123.661 $ | +0,6 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 26.155.385 $ | +2.352.563 $ | +9,9 % | 1 | 23.802.822 $ | -1.123.592 $ | -4,5 % | 1 | 24.926.414 $ | -181.930 $ | -0,7 % | 1 | 25.108.344 $ | +501.665 $ | +2,0 % | 1 |
| CHEVRON CORP | CVX | → 0 | Neutral | 19.106.004 $ | +2.499.256 $ | +15,0 % | 1 | ||||||||||||
| 270.107.088 $ | +65.341.088 $ | +1.520,6 % | 6 | 273.667.688 $ | -4.363.994 $ | -0,1 % | 7 | 261.424.934 $ | +71.102.108 $ | +1.345,7 % | 6 | 220.373.261 $ | +71.260.690 $ | +2.165,1 % | 6 | ||||