| 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 | ||||
| 124.132.101 $ | +30.581.459 $ | +35,8 % | 9 | 87.747.359 $ | +597.500 $ | +4,9 % | 8 | 38.779.882 $ | +4.004.576 $ | +13,0 % | 3 | 62.007.400 $ | +8.907.089 $ | +16,9 % | 5 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 19.154.209 $ | +3.446.936 $ | +21,9 % | 1 | 15.707.273 $ | -1.676.995 $ | -9,6 % | 1 | 17.384.268 $ | +2.840.074 $ | +19,5 % | 1 | 14.544.194 $ | +3.855.097 $ | +36,1 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 17.898.134 $ | +7.360.723 $ | +69,9 % | 1 | 10.537.411 $ | +1.297.572 $ | +14,0 % | 1 | 9.239.839 $ | +1.400.130 $ | +17,9 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 17.424.339 $ | +2.867.428 $ | +19,7 % | 1 | 14.556.911 $ | -685.134 $ | -4,5 % | 1 | 15.242.045 $ | +3.361.958 $ | +28,3 % | 1 | ||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 15.551.869 $ | +5.742.205 $ | +58,5 % | 1 | 9.809.664 $ | +310.257 $ | +3,3 % | 1 | 9.499.407 $ | +1.941.414 $ | +25,7 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 10.987.851 $ | +786.042 $ | +7,7 % | 1 | 10.201.809 $ | -1.694.398 $ | -14,2 % | 1 | 11.896.207 $ | -776.912 $ | -6,1 % | 1 | 12.673.119 $ | +525.257 $ | +4,3 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 11.885.751 $ | +5.650.825 $ | +90,6 % | 1 | ||||||||||||
| BlackRock Finance, Inc. | → 0 | 11.419.195 $ | +2.925.568 $ | +34,4 % | 1 | 8.493.627 $ | +1.028.948 $ | +13,8 % | 1 | ||||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 11.134.069 $ | +1.370.163 $ | +14,0 % | 1 | 9.763.906 $ | -544.297 $ | -5,3 % | 1 | 10.308.203 $ | -235.353 $ | -2,2 % | 1 | ||||
| CANADIAN NATURAL RESOURCES Ltd | CNQ | → 0 | Neutral | 8.676.758 $ | +2.561.547 $ | +41,9 % | 1 | ||||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 8.676.684 $ | +431.569 $ | +5,2 % | 1 | ||||||||||||
| 124.132.101 $ | +30.581.459 $ | +35,8 % | 9 | 87.747.359 $ | +597.500 $ | +4,9 % | 8 | 38.779.882 $ | +4.004.576 $ | +13,0 % | 3 | 62.007.400 $ | +8.907.089 $ | +16,9 % | 5 | ||||