| 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 | ||||
| 226.621.406 $ | -22.441.179 $ | -9,9 % | 6 | 315.784.820 $ | +32.382.945 $ | +12,7 % | 9 | 310.039.743 $ | +46.081.148 $ | +17,7 % | 10 | ||||
| iSHARES TRUST | → 0 | 54.827.084 $ | -724.494 $ | -1,3 % | 1 | 55.551.578 $ | +10.209.413 $ | +22,5 % | 1 | 45.342.165 $ | +9.575.535 $ | +26,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 44.385.054 $ | -1.214.287 $ | -2,7 % | 1 | 45.599.341 $ | +620.762 $ | +1,4 % | 1 | 44.978.579 $ | +8.143.406 $ | +22,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 30.195.170 $ | -6.328.298 $ | -17,3 % | 1 | 36.523.468 $ | -4.353.335 $ | -10,6 % | 1 | 40.876.803 $ | +1.749.445 $ | +4,5 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 33.037.445 $ | -5.795.943 $ | -14,9 % | 1 | 38.833.388 $ | +10.676.358 $ | +37,9 % | 1 | 28.157.030 $ | +8.251.087 $ | +41,5 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Stark | 32.970.696 $ | -3.493.175 $ | -9,6 % | 1 | 36.463.871 $ | +1.337.211 $ | +3,8 % | 1 | 35.126.660 $ | +5.664.785 $ | +19,2 % | 1 |
| ELI LILLY & Co | LLY | → 0 | Neutral | 31.205.957 $ | -4.884.982 $ | -13,5 % | 1 | 36.090.939 $ | +9.158.565 $ | +34,0 % | 1 | 26.932.374 $ | +3.191.788 $ | +13,4 % | 1 |
| SPDR GOLD TRUST | GLD | → 0 | 22.831.838 $ | +1.253.227 $ | +5,8 % | 1 | |||||||||
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 22.656.542 $ | +4.374.735 $ | +23,9 % | 1 | ||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 22.078.333 $ | -90.444 $ | -0,4 % | 1 | 22.168.777 $ | +2.274.426 $ | +11,4 % | 1 | ||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 22.087.837 $ | +2.529.785 $ | +12,9 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 21.987.360 $ | +449.680 $ | +2,1 % | 1 | 21.537.680 $ | +3.447.664 $ | +19,1 % | 1 | ||||
| 226.621.406 $ | -22.441.179 $ | -9,9 % | 6 | 315.784.820 $ | +32.382.945 $ | +12,7 % | 9 | 310.039.743 $ | +46.081.148 $ | +17,7 % | 10 | ||||