| 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 | ||||
| 263.637.471 $ | +89.269.149 $ | +103,3 % | 9 | 183.215.776 $ | +17.936.260 $ | +6,6 % | 9 | 156.967.286 $ | +9.094.184 $ | +10,6 % | 7 | ||||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 89.676.762 $ | +80.364.101 $ | +863,0 % | 1 | 9.312.661 $ | +9.312.661 $ | 1 | |||||||
| MAI Capital Management | → 0 | 46.948.233 $ | -601.985 $ | -1,3 % | 1 | 47.550.218 $ | -66.890 $ | -0,1 % | 1 | 47.617.108 $ | +1.491.373 $ | +3,2 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 37.969.103 $ | +3.696.420 $ | +10,8 % | 1 | 34.272.683 $ | +4.633.608 $ | +15,6 % | 1 | 29.639.075 $ | +686.976 $ | +2,4 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 18.727.136 $ | -1.841.974 $ | -9,0 % | 1 | 20.569.110 $ | -666.797 $ | -3,1 % | 1 | 21.235.907 $ | +408.355 $ | +2,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 16.728.653 $ | -933.439 $ | -5,3 % | 1 | 17.662.092 $ | +4.664.765 $ | +35,9 % | 1 | 12.997.327 $ | +3.894.681 $ | +42,8 % | 1 |
| WisdomTree, Inc. | WT | → 0 | Stark | 15.330.149 $ | -492.658 $ | -3,1 % | 1 | 15.822.807 $ | -346.940 $ | -2,1 % | 1 | 16.169.747 $ | -428.935 $ | -2,6 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Stark | 11.617.616 $ | -3.345.235 $ | -22,4 % | 1 | 14.962.851 $ | -823.149 $ | -5,2 % | 1 | 15.786.000 $ | +539.082 $ | +3,5 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 13.331.772 $ | -884.128 $ | -6,2 % | 1 | 14.215.900 $ | +693.778 $ | +5,1 % | 1 | 13.522.122 $ | +2.502.652 $ | +22,7 % | 1 |
| Janus Detroit Street Trust | → 0 | 13.308.047 $ | +13.308.047 $ | 1 | |||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 8.847.454 $ | +535.224 $ | +6,4 % | 1 | ||||||||
| 263.637.471 $ | +89.269.149 $ | +103,3 % | 9 | 183.215.776 $ | +17.936.260 $ | +6,6 % | 9 | 156.967.286 $ | +9.094.184 $ | +10,6 % | 7 | ||||