| 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 | ||||
| 73.201.978 $ | +8.292.375 $ | +11,7 % | 7 | 60.846.815 $ | -5.472.871 $ | -6,0 % | 6 | 66.319.686 $ | +6.889.727 $ | +11,5 % | 6 | 59.429.959 $ | +1.395.445 $ | +6,7 % | 6 | ||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 15.868.459 $ | +3.459.933 $ | +27,9 % | 1 | 12.408.526 $ | -2.107.107 $ | -14,5 % | 1 | 14.515.633 $ | +3.986.878 $ | +37,9 % | 1 | 10.528.755 $ | -370.516 $ | -3,4 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 14.558.999 $ | +1.374.050 $ | +10,4 % | 1 | 13.184.949 $ | -1.491.279 $ | -10,2 % | 1 | 14.676.228 $ | +612.550 $ | +4,4 % | 1 | 14.063.678 $ | -45.512 $ | -0,3 % | 1 |
| TransDigm Group INC | TDG | → 0 | Neutral | 11.676.123 $ | +1.210.025 $ | +11,6 % | 1 | 10.466.098 $ | -1.549.888 $ | -12,9 % | 1 | 12.015.986 $ | +80.531 $ | +0,7 % | 1 | 11.935.455 $ | -1.459.239 $ | -10,9 % | 1 |
| ALLSTATE CORP | ALL | → 0 | Sehr stark | 11.343.339 $ | +1.813.142 $ | +19,0 % | 1 | 9.530.197 $ | -785.244 $ | -7,6 % | 1 | 10.315.441 $ | +2.250.678 $ | +27,9 % | 1 | 8.064.763 $ | +2.197.315 $ | +37,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 8.873.734 $ | +1.005.581 $ | +12,8 % | 1 | 7.868.153 $ | -565.642 $ | -6,7 % | 1 | 8.433.795 $ | +442.554 $ | +5,5 % | 1 | 7.991.241 $ | +1.556.864 $ | +24,2 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 6.123.012 $ | -1.265.880 $ | -17,1 % | 1 | 7.388.892 $ | +1.026.289 $ | +16,1 % | 1 | 6.362.603 $ | -483.464 $ | -7,1 % | 1 | 6.846.067 $ | -483.467 $ | -6,6 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 4.758.312 $ | +695.524 $ | +17,1 % | 1 | ||||||||||||
| 73.201.978 $ | +8.292.375 $ | +11,7 % | 7 | 60.846.815 $ | -5.472.871 $ | -6,0 % | 6 | 66.319.686 $ | +6.889.727 $ | +11,5 % | 6 | 59.429.959 $ | +1.395.445 $ | +6,7 % | 6 | ||||