| 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 | ||||
| 39.696.659 $ | +3.891.927 $ | +19,0 % | 6 | 27.664.594 $ | -831.099 $ | -2,6 % | 4 | 55.803.341 $ | +3.077.474 $ | +6,5 % | 9 | 37.869.027 $ | +2.736.447 $ | +10,2 % | 6 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 8.102.815 $ | +57.047 $ | +0,7 % | 1 | 8.045.768 $ | -403.276 $ | -4,8 % | 1 | 8.449.044 $ | +85.964 $ | +1,0 % | 1 | 8.363.080 $ | +213.802 $ | +2,6 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 7.644.189 $ | +1.117.078 $ | +17,1 % | 1 | 6.527.111 $ | +24.604 $ | +0,4 % | 1 | 6.502.507 $ | +946.088 $ | +17,0 % | 1 | 5.556.419 $ | +1.319.000 $ | +31,1 % | 1 |
| SCHWAB CHARLES CORP | SCHW | → 0 | Neutral | 6.237.175 $ | -499.405 $ | -7,4 % | 1 | 6.736.580 $ | -560.946 $ | -7,7 % | 1 | 7.297.526 $ | +390.367 $ | +5,7 % | 1 | 6.907.159 $ | +218.628 $ | +3,3 % | 1 |
| AST SpaceMobile, Inc. | ASTS | → 0 | Schwach | 6.255.655 $ | -99.480 $ | -1,6 % | 1 | 6.355.135 $ | +108.519 $ | +1,7 % | 1 | 6.246.616 $ | +1.156.873 $ | +22,7 % | 1 | ||||
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Neutral | 5.555.229 $ | -420.961 $ | -7,0 % | 1 | 5.976.190 $ | -559.478 $ | -8,6 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 5.805.857 $ | +581.529 $ | +11,1 % | 1 | 5.640.805 $ | +95.185 $ | +1,7 % | 1 | 5.545.620 $ | +791.346 $ | +16,6 % | 1 | ||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 5.650.968 $ | +2.735.158 $ | +93,8 % | 1 | ||||||||||||
| THOR INDUSTRIES INC | THO | → 0 | Neutral | 5.501.161 $ | -19.398 $ | -0,4 % | 1 | 5.520.559 $ | +753.149 $ | +15,8 % | 1 | ||||||||
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Stark | 5.309.035 $ | +314.169 $ | +6,3 % | 1 | ||||||||||||
| ANALOG DEVICES INC | ADI | → 0 | Stark | 5.301.418 $ | +529.187 $ | +11,1 % | 1 | ||||||||||||
| 39.696.659 $ | +3.891.927 $ | +19,0 % | 6 | 27.664.594 $ | -831.099 $ | -2,6 % | 4 | 55.803.341 $ | +3.077.474 $ | +6,5 % | 9 | 37.869.027 $ | +2.736.447 $ | +10,2 % | 6 | ||||