| 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 | ||||
| 156.448.245 $ | +10.066.892 $ | +9,2 % | 8 | 120.668.428 $ | +15.117.451 $ | +21,6 % | 6 | 113.031.119 $ | +9.409.144 $ | +10,4 % | 6 | 90.104.492 $ | +9.839.597 $ | +14,2 % | 5 | ||||
| ISHARES TR | → 0 | 27.665.411 $ | +1.430.013 $ | +5,5 % | 1 | 26.235.398 $ | +1.577.998 $ | +6,4 % | 1 | 24.657.400 $ | +332.783 $ | +1,4 % | 1 | 24.324.617 $ | +629.834 $ | +2,7 % | 1 | ||
| Broadcom Inc. | AVGO | → 0 | Neutral | 20.694.048 $ | -1.261.774 $ | -5,7 % | 1 | 21.955.822 $ | +3.015.746 $ | +15,9 % | 1 | 18.940.076 $ | +350.059 $ | +1,9 % | 1 | 18.590.017 $ | +3.257.538 $ | +21,2 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 20.888.592 $ | +990.347 $ | +5,0 % | 1 | 19.898.245 $ | -275.395 $ | -1,4 % | 1 | 20.173.640 $ | +4.351.501 $ | +27,5 % | 1 | 15.822.139 $ | +3.617.350 $ | +29,6 % | 1 |
| CIENA CORP | CIEN | → 0 | Neutral | 17.759.374 $ | -1.708.938 $ | -8,8 % | 1 | 19.468.312 $ | +9.879.846 $ | +103,0 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 18.391.670 $ | +2.372.981 $ | +14,8 % | 1 | 16.018.689 $ | +151.325 $ | +1,0 % | 1 | 15.867.364 $ | +632.965 $ | +4,2 % | 1 | 15.234.399 $ | +2.155.318 $ | +16,5 % | 1 |
| ELI LILLY & Co | LLY | → 0 | Neutral | 18.099.696 $ | +3.991.837 $ | +28,3 % | 1 | 17.068.608 $ | +3.551.125 $ | +26,3 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 17.820.103 $ | +728.141 $ | +4,3 % | 1 | 17.091.962 $ | +767.931 $ | +4,7 % | 1 | 16.324.031 $ | +190.711 $ | +1,2 % | 1 | 16.133.320 $ | +179.557 $ | +1,1 % | 1 | ||
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 15.129.351 $ | +3.524.285 $ | +30,4 % | 1 | ||||||||||||
| 156.448.245 $ | +10.066.892 $ | +9,2 % | 8 | 120.668.428 $ | +15.117.451 $ | +21,6 % | 6 | 113.031.119 $ | +9.409.144 $ | +10,4 % | 6 | 90.104.492 $ | +9.839.597 $ | +14,2 % | 5 | ||||