| 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 | ||||
| 235.439.402 $ | +39.150.297 $ | +20,9 % | 11 | 82.441.940 $ | -5.036.682 $ | -3,4 % | 4 | 191.430.925 $ | +148.513.483 $ | +84.806,3 % | 9 | 24.371.663 $ | +866.511 $ | +3,7 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 26.672.221 $ | +3.593.421 $ | +15,6 % | 1 | 23.078.800 $ | -2.495.777 $ | -9,8 % | 1 | 25.574.577 $ | +25.549.833 $ | +103.256,7 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 25.940.469 $ | +5.032.113 $ | +24,1 % | 1 | 20.908.356 $ | -4.868.590 $ | -18,9 % | 1 | 25.776.946 $ | +25.754.911 $ | +116.881,8 % | 1 | ||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 24.593.568 $ | +9.016.489 $ | +57,9 % | 1 | 18.491.458 $ | +18.476.296 $ | +121.859,2 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 18.786.438 $ | +1.243.680 $ | +7,1 % | 1 | 22.596.702 $ | -1.774.961 $ | -7,3 % | 1 | 24.371.663 $ | +866.511 $ | +3,7 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 21.606.545 $ | +3.629.895 $ | +20,2 % | 1 | 20.014.617 $ | +19.994.821 $ | +101.004,3 % | 1 | ||||||||
| VISA INC. | V | → 0 | Neutral | 20.858.157 $ | +2.357.744 $ | +12,7 % | 1 | 18.500.413 $ | +2.645.515 $ | +16,7 % | 1 | ||||||||
| C. H. ROBINSON WORLDWIDE, INC. | CHRW | → 0 | Neutral | 20.506.867 $ | +20.488.957 $ | +114.399,5 % | 1 | ||||||||||||
| JOHNSON & JOHNSON | JNJ | → 0 | Stark | 20.443.823 $ | +489.452 $ | +2,5 % | 1 | 19.954.371 $ | -317.830 $ | -1,6 % | 1 | 20.272.201 $ | +1.863.147 $ | +10,1 % | 1 | ||||
| Bank of New York Mellon Corp | BK | → 0 | 19.715.549 $ | +2.724.055 $ | +16,0 % | 1 | 19.017.748 $ | +18.999.401 $ | +103.555,9 % | 1 | |||||||||
| Cencora, Inc. | COR | → 0 | Neutral | 19.179.809 $ | +19.161.078 $ | +102.296,1 % | 1 | ||||||||||||
| ROCKWELL AUTOMATION, INC | ROK | → 0 | Schwach | 19.111.573 $ | +5.007.589 $ | +35,5 % | 1 | ||||||||||||
| W.W. GRAINGER, INC. | GWW | → 0 | Neutral | 18.946.291 $ | +3.616.047 $ | +23,6 % | 1 | ||||||||||||
| Trane Technologies plc | TT | → 0 | Stark | 18.764.768 $ | +2.439.812 $ | +14,9 % | 1 | ||||||||||||
| 235.439.402 $ | +39.150.297 $ | +20,9 % | 11 | 82.441.940 $ | -5.036.682 $ | -3,4 % | 4 | 191.430.925 $ | +148.513.483 $ | +84.806,3 % | 9 | 24.371.663 $ | +866.511 $ | +3,7 % | 1 | ||||