| 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 | ||||
| 111.837.554 $ | +34.413.176 $ | +365,4 % | 7 | 89.315.467 $ | +4.783.601 $ | +632,4 % | 6 | 112.968.034 $ | +17.407.112 $ | +106,0 % | 6 | 119.274.699 $ | +30.956.450 $ | +445,6 % | 6 | ||||
| Clarkston Capital Partners, LLC | → 0 | 44.019.435 $ | +9.451.961 $ | +27,3 % | 1 | 34.567.474 $ | +616.854 $ | +1,8 % | 1 | 33.950.620 $ | +217.691 $ | +0,6 % | 1 | 33.732.929 $ | +1.710.909 $ | +5,3 % | 1 | ||
| iSHARES TRUST | → 0 | 19.060.070 $ | +170.678 $ | +0,9 % | 1 | 18.889.392 $ | -4.318.313 $ | -18,6 % | 1 | 23.207.705 $ | -8.105.445 $ | -25,9 % | 1 | 31.313.150 $ | +1.240.466 $ | +4,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 15.859.653 $ | +7.667.904 $ | +93,6 % | 1 | 13.931.389 $ | +13.567.624 $ | +3.729,8 % | 1 | 24.604.413 $ | +20.616.059 $ | +516,9 % | 1 | 23.217.306 $ | +19.265.177 $ | +487,5 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Neutral | 11.925.642 $ | +1.524.462 $ | +14,7 % | 1 | 10.401.180 $ | -9.229.141 $ | -47,0 % | 1 | 19.630.321 $ | +355.255 $ | +1,8 % | 1 | 19.275.066 $ | +833.371 $ | +4,5 % | 1 |
| Ancora Advisors LLC | → 0 | 8.586.994 $ | +7.141.419 $ | +494,0 % | 1 | ||||||||||||||
| ISHARES TR | → 0 | 8.191.749 $ | +7.783.840 $ | +1.908,2 % | 1 | 7.525.029 $ | +4.280.263 $ | +131,9 % | 1 | 7.440.286 $ | +4.389.081 $ | +143,8 % | 1 | 7.536.030 $ | +7.201.395 $ | +2.152,0 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 4.001.003 $ | -133.686 $ | -3,2 % | 1 | 4.134.689 $ | -65.529 $ | -1,6 % | 1 | 4.200.218 $ | +705.132 $ | +20,2 % | 1 | ||||||
| VANGUARD WHITEHALL FDS | → 0 | 4.194.011 $ | +672.912 $ | +19,1 % | 1 | ||||||||||||||
| 111.837.554 $ | +34.413.176 $ | +365,4 % | 7 | 89.315.467 $ | +4.783.601 $ | +632,4 % | 6 | 112.968.034 $ | +17.407.112 $ | +106,0 % | 6 | 119.274.699 $ | +30.956.450 $ | +445,6 % | 6 | ||||