| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 220.914.681 $ | +45.677.990 $ | +15,7 % | 9 | 192.485.216 $ | +15.651.572 $ | +10,9 % | 8 | 188.706.095 $ | +41.663.764 $ | +32,2 % | 8 | ||||
| HENRY SCHEIN INC | HSIC | → 0 | Neutral | 27.815.191 $ | -157.194 $ | -0,6 % | 1 | 27.972.385 $ | +3.166.929 $ | +12,8 % | 1 | 24.805.456 $ | +7.570.843 $ | +43,9 % | 1 |
| Keurig Dr Pepper Inc. | KDP | → 0 | Neutral | 27.239.912 $ | +4.818.131 $ | +21,5 % | 1 | 22.421.781 $ | +1.800.492 $ | +8,7 % | 1 | ||||
| UNITED PARCEL SERVICE INC | UPS | → 0 | Schwach | 26.135.458 $ | +8.824.457 $ | +51,0 % | 1 | ||||||||
| Solventum Corp | SOLV | → 0 | Stark | 24.459.803 $ | -1.252.330 $ | -4,9 % | 1 | 25.712.133 $ | +5.251.259 $ | +25,7 % | 1 | ||||
| OPENLANE, Inc. | OPLN | → 0 | Stark | 24.982.395 $ | +6.715.403 $ | +36,8 % | 1 | ||||||||
| NCR Atleos Corp | NATL | → 0 | Sehr stark | 23.686.661 $ | -1.002.142 $ | -4,1 % | 1 | 24.688.803 $ | +3.678.198 $ | +17,5 % | 1 | ||||
| Rocket Companies, Inc. | RKT | → 0 | Neutral | 22.012.261 $ | -2.320.510 $ | -9,5 % | 1 | 24.332.771 $ | +8.598.944 $ | +54,7 % | 1 | ||||
| HNI CORP | HNI | → 0 | Neutral | 24.130.719 $ | +1.921.430 $ | +8,7 % | 1 | 22.209.289 $ | +7.940.597 $ | +55,7 % | 1 | ||||
| CARDINAL HEALTH INC | CAH | → 0 | Neutral | 24.123.572 $ | +960.228 $ | +4,1 % | 1 | 23.163.344 $ | +2.123.484 $ | +10,1 % | 1 | ||||
| JOHNSON & JOHNSON | JNJ | → 0 | Sehr stark | 24.044.153 $ | +1.943.672 $ | +8,8 % | 1 | ||||||||
| CISCO SYSTEMS, INC. | CSCO | → 0 | Stark | 23.357.868 $ | +2.415.491 $ | +11,5 % | 1 | ||||||||
| BECTON DICKINSON & CO | BDX | → 0 | Schwach | 23.123.502 $ | +2.297.462 $ | +11,0 % | 1 | 23.079.933 $ | +10.279.174 $ | +80,3 % | 1 | ||||
| Dolby Laboratories, Inc. | DLB | → 0 | Stark | 22.317.752 $ | +294.765 $ | +1,3 % | 1 | 22.022.987 $ | +2.413.966 $ | +12,3 % | 1 | ||||
| GLACIER BANCORP, INC. | GBCI | → 0 | Neutral | 22.143.341 $ | +2.586.055 $ | +13,2 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 22.124.522 $ | +22.124.522 $ | 1 | |||||||||
| 220.914.681 $ | +45.677.990 $ | +15,7 % | 9 | 192.485.216 $ | +15.651.572 $ | +10,9 % | 8 | 188.706.095 $ | +41.663.764 $ | +32,2 % | 8 | ||||