| 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 | ||||
| 40.776.208 $ | +5.147.827 $ | +961,5 % | 6 | 40.002.340 $ | +2.124.861 $ | +1.430,8 % | 6 | 42.236.005 $ | +2.854.288 $ | +133,9 % | 6 | 47.655.579 $ | +10.650.528 $ | +15.553,3 % | 7 | ||||
| MAI Capital Management | → 0 | 10.500.761 $ | +498.108 $ | +5,0 % | 1 | 10.002.653 $ | -428.187 $ | -4,1 % | 1 | 10.430.840 $ | -353.103 $ | -3,3 % | 1 | 10.783.943 $ | +253.287 $ | +2,4 % | 1 | ||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 6.503.303 $ | -1.621.235 $ | -20,0 % | 1 | 8.124.538 $ | -1.770.094 $ | -17,9 % | 1 | 9.894.632 $ | -260.690 $ | -2,6 % | 1 | 10.155.322 $ | +2.561.616 $ | +33,7 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 9.381.688 $ | +1.422.708 $ | +17,9 % | 1 | 7.958.980 $ | -424.569 $ | -5,1 % | 1 | 8.383.549 $ | -689.174 $ | -7,6 % | 1 | 9.072.723 $ | +1.746.324 $ | +23,8 % | 1 |
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 5.088.093 $ | +181.574 $ | +3,7 % | 1 | 4.906.519 $ | +189.011 $ | +4,0 % | 1 | 4.717.508 $ | +312.536 $ | +7,1 % | 1 | 4.404.972 $ | +702.870 $ | +19,0 % | 1 | ||
| Dimensional ETF Trust | → 0 | 4.888.291 $ | +327.987 $ | +7,2 % | 1 | 4.560.304 $ | +160.470 $ | +3,6 % | 1 | 4.399.834 $ | -81.210 $ | -1,8 % | 1 | 4.481.044 $ | +322.760 $ | +7,8 % | 1 | ||
| JOHNSON & JOHNSON | JNJ | → 0 | Stark | 4.479.190 $ | +789.216 $ | +21,4 % | 1 | ||||||||||||
| ISHARES TR | → 0 | 4.414.072 $ | +4.338.685 $ | +5.755,2 % | 1 | 4.449.346 $ | +4.398.230 $ | +8.604,4 % | 1 | 4.409.642 $ | +3.925.929 $ | +811,6 % | 1 | 4.278.385 $ | +4.274.455 $ | +108.764,8 % | 1 | ||
| 40.776.208 $ | +5.147.827 $ | +961,5 % | 6 | 40.002.340 $ | +2.124.861 $ | +1.430,8 % | 6 | 42.236.005 $ | +2.854.288 $ | +133,9 % | 6 | 47.655.579 $ | +10.650.528 $ | +15.553,3 % | 7 | ||||