| 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 | ||||
| 4.470.371.357 $ | +783.442.264 $ | +19,9 % | 6 | 3.715.321.109 $ | +238.515.160 $ | -31,1 % | 6 | 3.684.824.723 $ | +582.516.181 $ | +12,0 % | 6 | 3.302.107.260 $ | +739.943.696 $ | +27,1 % | 7 | ||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 1.736.223.301 $ | +409.354.621 $ | +30,9 % | 1 | 1.326.868.680 $ | -290.980.998 $ | -18,0 % | 1 | 1.617.849.678 $ | +543.906.428 $ | +50,6 % | 1 | 1.073.943.250 $ | +124.096.203 $ | +13,1 % | 1 |
| Valeo Financial Advisors, LLC | → 0 | 1.383.589.079 $ | +174.750.724 $ | +14,5 % | 1 | 1.208.838.355 $ | +1.208.838.355 $ | 1 | |||||||||||
| AppLovin Corp | APP | → 0 | Neutral | 574.929.700 $ | +68.883.446 $ | +13,6 % | 1 | 506.046.254 $ | -375.911.666 $ | -42,6 % | 1 | 881.957.920 $ | -24.493.110 $ | -2,7 % | 1 | 906.451.030 $ | +458.176.741 $ | +102,2 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 334.418.614 $ | +54.014.138 $ | +19,3 % | 1 | 280.404.476 $ | -91.272.837 $ | -24,6 % | 1 | 371.677.313 $ | +24.867.674 $ | +7,2 % | 1 | 346.809.639 $ | +62.491.622 $ | +22,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 177.124.271 $ | -120.876.426 $ | -40,6 % | 1 | 298.000.697 $ | -15.487.746 $ | -4,9 % | 1 | 313.488.443 $ | +3.418.935 $ | +1,1 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 264.393.298 $ | +48.354.225 $ | +22,4 % | 1 | 216.039.073 $ | -91.281.268 $ | -29,7 % | 1 | 307.320.341 $ | +68.326.821 $ | +28,6 % | 1 | 238.993.520 $ | +62.545.467 $ | +35,4 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 176.817.365 $ | +28.085.110 $ | +18,9 % | 1 | 208.018.774 $ | -14.603.886 $ | -6,6 % | 1 | 222.622.660 $ | +33.994.814 $ | +18,0 % | 1 | ||||
| Vistra Corp. | VST | → 0 | Neutral | 199.798.718 $ | -4.780.086 $ | -2,3 % | 1 | ||||||||||||
| 4.470.371.357 $ | +783.442.264 $ | +19,9 % | 6 | 3.715.321.109 $ | +238.515.160 $ | -31,1 % | 6 | 3.684.824.723 $ | +582.516.181 $ | +12,0 % | 6 | 3.302.107.260 $ | +739.943.696 $ | +27,1 % | 7 | ||||