| 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 | ||||
| 90.469.635 $ | +33.332.770 $ | +163,3 % | 7 | 71.986.378 $ | +34.493.902 $ | +1.798,2 % | 6 | 58.948.491 $ | +50.574.855 $ | +226,5 % | 7 | 63.448.163 $ | +10.668.041 $ | +23,0 % | 5 | ||||
| SCHWAB STRATEGIC TR | → 0 | 28.819.564 $ | +10.722.533 $ | +59,3 % | 1 | 23.756.874 $ | +23.451.726 $ | +7.685,4 % | 1 | 11.660.856 $ | +9.430.147 $ | +422,7 % | 1 | 22.958.488 $ | +8.404.116 $ | +57,7 % | 1 | ||
| ISHARES TR | → 0 | 18.097.031 $ | +16.441.902 $ | +993,4 % | 1 | 15.474.326 $ | -8.282.548 $ | -34,9 % | 1 | 14.554.372 $ | -2.793.663 $ | -16,1 % | 1 | ||||||
| iSHARES TRUST | → 0 | 15.862.482 $ | +2.049.369 $ | +14,8 % | 1 | 13.813.113 $ | +12.097.672 $ | +705,2 % | 1 | 13.032.579 $ | +2.721.889 $ | +26,4 % | 1 | ||||||
| PPG INDUSTRIES INC | PPG | → 0 | Neutral | 10.874.787 $ | +10.874.787 $ | 1 | |||||||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 9.231.548 $ | +9.231.548 $ | 1 | |||||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 6.216.677 $ | +358.882 $ | +6,1 % | 1 | 7.999.019 $ | +1.856.092 $ | +30,2 % | 1 | ||||||||
| CATERPILLAR INC | CAT | → 0 | Stark | 7.678.994 $ | +2.570.289 $ | +50,3 % | 1 | ||||||||||||
| CAPITAL CITY BANK GROUP INC | CCBG | → 0 | Stark | 7.212.605 $ | +942.240 $ | +15,0 % | 1 | 6.270.365 $ | +35.673 $ | +0,6 % | 1 | 6.234.692 $ | +474.224 $ | +8,2 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 6.668.032 $ | +1.861.475 $ | +38,7 % | 1 | ||||||||||||
| JOHNSON & JOHNSON | JNJ | → 0 | Stark | 6.582.282 $ | +247.555 $ | +3,9 % | 1 | 6.334.727 $ | +6.082.516 $ | +2.411,7 % | 1 | ||||||||
| JOHN G ULLMAN & ASSOCIATES INC | → 0 | 6.467.384 $ | +6.467.384 $ | 1 | |||||||||||||||
| Carnival Corp Ltd. | CCL | → 0 | Stark | 6.447.160 $ | +6.447.160 $ | 1 | |||||||||||||
| Walmart Inc. | WMT | → 0 | Neutral | 6.336.973 $ | +1.108.863 $ | +21,2 % | 1 | ||||||||||||
| BAXTER INTERNATIONAL INC | BAX | → 0 | Neutral | 6.267.737 $ | +6.267.737 $ | 1 | |||||||||||||
| 90.469.635 $ | +33.332.770 $ | +163,3 % | 7 | 71.986.378 $ | +34.493.902 $ | +1.798,2 % | 6 | 58.948.491 $ | +50.574.855 $ | +226,5 % | 7 | 63.448.163 $ | +10.668.041 $ | +23,0 % | 5 | ||||