| 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 | ||||
| 1.773.399.005 $ | +24.567.668 $ | -2,9 % | 6 | 1.748.831.337 $ | -60.563.191 $ | -2,8 % | 6 | 1.914.686.805 $ | +340.560.780 $ | +26,0 % | 7 | 1.473.295.651 $ | +33.129.569 $ | +4,0 % | 6 | ||||
| iSHARES TRUST | → 0 | 734.090.365 $ | -27.348.256 $ | -3,6 % | 1 | 761.438.621 $ | -17.095.667 $ | -2,2 % | 1 | 778.534.288 $ | +123.829.842 $ | +18,9 % | 1 | 654.704.446 $ | +13.077.929 $ | +2,0 % | 1 | ||
| KCM INVESTMENT ADVISORS LLC | → 0 | 502.961.875 $ | +131.121.027 $ | +35,3 % | 1 | 371.840.848 $ | -32.919.160 $ | -8,1 % | 1 | 404.760.008 $ | +48.819.283 $ | +13,7 % | 1 | 355.940.725 $ | -4.843.515 $ | -1,3 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 163.429.619 $ | -954.075 $ | -0,6 % | 1 | 164.383.694 $ | -15.452.582 $ | -8,6 % | 1 | 179.836.276 $ | +66.099.395 $ | +58,1 % | 1 | 113.736.881 $ | +10.708.765 $ | +10,4 % | 1 |
| MAI Capital Management | → 0 | 136.819.955 $ | -36.403.555 $ | -21,0 % | 1 | 173.223.510 $ | +6.510.920 $ | +3,9 % | 1 | 166.712.590 $ | +42.346.430 $ | +34,0 % | 1 | 124.366.160 $ | +4.528.530 $ | +3,8 % | 1 | ||
| VANGUARD WHITEHALL FDS | → 0 | 114.445.326 $ | -38.941.844 $ | -25,4 % | 1 | 153.387.170 $ | +4.743.506 $ | +3,2 % | 1 | 148.643.664 $ | +46.567.674 $ | +45,6 % | 1 | 102.075.990 $ | +5.532.888 $ | +5,7 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 121.651.865 $ | -2.905.629 $ | -2,3 % | 1 | 124.557.494 $ | -6.350.208 $ | -4,9 % | 1 | 130.907.702 $ | +8.436.253 $ | +6,9 % | 1 | 122.471.449 $ | +4.124.972 $ | +3,5 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 105.292.277 $ | +4.461.903 $ | +4,4 % | 1 | ||||||||||||
| 1.773.399.005 $ | +24.567.668 $ | -2,9 % | 6 | 1.748.831.337 $ | -60.563.191 $ | -2,8 % | 6 | 1.914.686.805 $ | +340.560.780 $ | +26,0 % | 7 | 1.473.295.651 $ | +33.129.569 $ | +4,0 % | 6 | ||||