| 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 | ||||
| 215.749.966 $ | +1.760.406 $ | +521,7 % | 8 | 225.892.226 $ | +22.152.014 $ | +23,5 % | 9 | 208.235.524 $ | +36.954.631 $ | +993,2 % | 8 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 59.239.018 $ | -3.403.187 $ | -5,4 % | 1 | 62.642.205 $ | -530.584 $ | -0,8 % | 1 | 63.172.789 $ | +856.244 $ | +1,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 33.023.301 $ | -2.715.901 $ | -7,6 % | 1 | 35.739.202 $ | +1.452.683 $ | +4,2 % | 1 | 34.286.519 $ | +5.820.543 $ | +20,4 % | 1 |
| Sprott Physical Gold Trust | PHYS | → 0 | 30.236.718 $ | +1.931.206 $ | +6,8 % | 1 | 28.305.512 $ | +2.873.299 $ | +11,3 % | 1 | 25.432.213 $ | +3.473.816 $ | +15,8 % | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 27.471.550 $ | -2.681.057 $ | -8,9 % | 1 | 30.152.607 $ | +6.439.724 $ | +27,2 % | 1 | 23.712.883 $ | +6.230.067 $ | +35,6 % | 1 |
| MAI Capital Management | → 0 | 24.734.443 $ | +855.638 $ | +3,6 % | 1 | 23.878.805 $ | +593.957 $ | +2,6 % | 1 | 23.284.848 $ | +2.542.581 $ | +12,3 % | 1 | ||
| ISHARES TR | → 0 | 18.693.671 $ | +18.262.898 $ | +4.239,6 % | 1 | 17.267.039 $ | +10.585.475 $ | +158,4 % | 1 | 17.218.398 $ | +17.001.825 $ | +7.850,4 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 15.033.325 $ | +886.540 $ | +6,3 % | 1 | 14.146.785 $ | +507.193 $ | +3,7 % | 1 | 13.639.592 $ | +722.981 $ | +5,6 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 7.078.507 $ | -409.775 $ | -5,5 % | 1 | 7.488.282 $ | +306.574 $ | +4,3 % | 1 | ||||
| VANGUARD WHITEHALL FDS | → 0 | 7.317.940 $ | -11.375.731 $ | -60,9 % | 1 | 6.681.564 $ | +640.042 $ | +10,6 % | 1 | ||||||
| 215.749.966 $ | +1.760.406 $ | +521,7 % | 8 | 225.892.226 $ | +22.152.014 $ | +23,5 % | 9 | 208.235.524 $ | +36.954.631 $ | +993,2 % | 8 | ||||