| 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 | ||||
| 339.725.296 $ | +5.844.195 $ | +8,3 % | 11 | 281.229.891 $ | +24.952.256 $ | +20,5 % | 8 | 226.903.670 $ | +19.095.473 $ | +10,0 % | 6 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 48.909.127 $ | -7.587.867 $ | -13,4 % | 1 | 56.496.994 $ | -3.018.600 $ | -5,1 % | 1 | 59.515.594 $ | +1.820.646 $ | +3,2 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Stark | 46.487.256 $ | -4.896.674 $ | -9,5 % | 1 | 51.383.930 $ | +3.147.185 $ | +6,5 % | 1 | 48.236.745 $ | +6.875.353 $ | +16,6 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 34.781.636 $ | -1.519.094 $ | -4,2 % | 1 | 36.300.730 $ | -158.359 $ | -0,4 % | 1 | 36.459.089 $ | +4.902.186 $ | +15,5 % | 1 |
| VANGUARD GROUP INC | → 0 | 31.532.751 $ | -2.440.256 $ | -7,2 % | 1 | 33.973.007 $ | +2.203.284 $ | +6,9 % | 1 | 31.769.723 $ | +4.062.497 $ | +14,7 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 26.064.905 $ | -3.338.384 $ | -11,4 % | 1 | 29.403.289 $ | +4.067.536 $ | +16,1 % | 1 | 25.335.753 $ | +4.065.057 $ | +19,1 % | 1 |
| CHEVRON CORP | CVX | → 0 | Stark | 29.191.074 $ | +7.882.436 $ | +37,0 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 24.620.785 $ | -2.482.068 $ | -9,2 % | 1 | 27.102.853 $ | +6.150.052 $ | +29,4 % | 1 | ||||
| iSHARES TRUST | → 0 | 26.608.701 $ | +9.466.870 $ | +55,2 % | 1 | ||||||||||
| AMERICAN TOWER CORP /MA/ | AMT | → 0 | Stark | 24.985.197 $ | +3.698.757 $ | +17,4 % | 1 | 25.586.766 $ | -2.630.266 $ | -9,3 % | 1 | ||||
| NEXTERA ENERGY INC | NEE | → 0 | Sehr stark | 23.345.855 $ | +4.566.921 $ | +24,3 % | 1 | ||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 23.289.037 $ | +427.022 $ | +1,9 % | 1 | ||||||||
| MAI Capital Management | → 0 | 23.280.051 $ | +12.134.136 $ | +108,9 % | 1 | ||||||||||
| KLA CORP | KLAC | → 0 | Sehr stark | 23.198.009 $ | +2.493.554 $ | +12,0 % | 1 | ||||||||
| 339.725.296 $ | +5.844.195 $ | +8,3 % | 11 | 281.229.891 $ | +24.952.256 $ | +20,5 % | 8 | 226.903.670 $ | +19.095.473 $ | +10,0 % | 6 | ||||