| 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 | ||||
| 653.121.175 $ | +494.278.650 $ | +5.196,3 % | 8 | 658.673.631 $ | +491.324.965 $ | +87.472,1 % | 9 | 656.711.529 $ | +502.539.402 $ | +61.527,5 % | 8 | ||||
| SCHWAB STRATEGIC TR | → 0 | 491.505.901 $ | +490.294.113 $ | +40.460,4 % | 1 | 478.183.706 $ | +477.422.071 $ | +62.683,8 % | 1 | 481.673.984 $ | +481.560.018 $ | +422.547,1 % | 1 | ||
| SEGALL BRYANT & HAMILL, LLC | → 0 | 48.310.439 $ | +2.996.427 $ | +6,6 % | 1 | 45.314.012 $ | -1.028.602 $ | -2,2 % | 1 | 46.342.614 $ | -550.066 $ | -1,2 % | 1 | ||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 41.396.530 $ | +5.647.335 $ | +15,8 % | 1 | 35.749.195 $ | -586.718 $ | -1,6 % | 1 | 36.335.913 $ | +879.000 $ | +2,5 % | 1 | ||
| CAMPBELL CAPITAL MANAGEMENT INC | → 0 | 17.059.840 $ | -16.616.094 $ | -49,3 % | 1 | 33.675.934 $ | -942.871 $ | -2,7 % | 1 | 34.618.805 $ | +1.997.339 $ | +6,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 17.455.629 $ | -688.704 $ | -3,8 % | 1 | 18.144.333 $ | +557.649 $ | +3,2 % | 1 | 17.586.684 $ | +3.330.454 $ | +23,4 % | 1 |
| VANGUARD SPECIALIZED FUNDS | → 0 | 16.286.492 $ | +14.995.189 $ | +1.161,2 % | 1 | 16.674.692 $ | +16.672.391 $ | +724.571,5 % | 1 | 15.462.588 $ | +15.440.417 $ | +69.642,4 % | 1 | ||
| iSHARES TRUST | → 0 | 11.890.667 $ | +14.735 $ | +0,1 % | 1 | 11.875.932 $ | -508.086 $ | -4,1 % | 1 | 12.384.018 $ | -498.920 $ | -3,9 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 9.215.677 $ | -2.364.351 $ | -20,4 % | 1 | 11.580.028 $ | -726.895 $ | -5,9 % | 1 | 12.306.923 $ | +381.160 $ | +3,2 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 7.475.799 $ | +466.026 $ | +6,6 % | 1 | ||||||||
| 653.121.175 $ | +494.278.650 $ | +5.196,3 % | 8 | 658.673.631 $ | +491.324.965 $ | +87.472,1 % | 9 | 656.711.529 $ | +502.539.402 $ | +61.527,5 % | 8 | ||||