| 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 | ||||
| 487.247.578 $ | +58.229.609 $ | +583,1 % | 9 | 471.531.253 $ | +105.225.695 $ | +95,3 % | 9 | 342.584.381 $ | +71.813.339 $ | +416,4 % | 7 | ||||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 89.997.374 $ | +25.337.220 $ | +39,2 % | 1 | 64.660.154 $ | +8.802.538 $ | +15,8 % | 1 | 55.857.616 $ | +2.462.526 $ | +4,6 % | 1 |
| iSHARES TRUST | → 0 | 85.483.226 $ | -3.609.345 $ | -4,1 % | 1 | 89.092.571 $ | +12.974.729 $ | +17,0 % | 1 | 76.117.842 $ | +9.174.253 $ | +13,7 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 53.709.685 $ | -3.819.268 $ | -6,6 % | 1 | 57.528.953 $ | +5.522.705 $ | +10,6 % | 1 | 52.006.248 $ | +10.549.306 $ | +25,4 % | 1 |
| CHEVRON CORP | CVX | → 0 | Neutral | 56.360.962 $ | +14.770.593 $ | +35,5 % | 1 | 41.590.369 $ | +3.116.064 $ | +8,1 % | 1 | 38.474.305 $ | +2.983.120 $ | +8,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 47.032.183 $ | -4.159.309 $ | -8,1 % | 1 | 51.191.492 $ | +15.608.566 $ | +43,9 % | 1 | 35.582.926 $ | +9.676.337 $ | +37,4 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 36.283.964 $ | -11.170.635 $ | -23,5 % | 1 | 47.454.599 $ | -813.541 $ | -1,7 % | 1 | 48.268.140 $ | +1.932.542 $ | +4,2 % | 1 |
| SONATA CAPITAL GROUP INC | → 0 | 44.260.665 $ | +263.737 $ | +0,6 % | 1 | 43.996.928 $ | +38.347.038 $ | +678,7 % | 1 | ||||||
| ISHARES TR | → 0 | 43.523.694 $ | +42.705.765 $ | +5.221,2 % | 1 | 43.331.213 $ | +18.615.639 $ | +75,3 % | 1 | 36.277.304 $ | +35.035.255 $ | +2.820,8 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 30.595.825 $ | -2.089.149 $ | -6,4 % | 1 | 32.684.974 $ | +3.051.957 $ | +10,3 % | 1 | ||||
| 487.247.578 $ | +58.229.609 $ | +583,1 % | 9 | 471.531.253 $ | +105.225.695 $ | +95,3 % | 9 | 342.584.381 $ | +71.813.339 $ | +416,4 % | 7 | ||||