| Aktie | Ticker | 2026/Q1 | 2025/Q4 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 105.629.959 $ | -5.021.227 $ | +12,4 % | 114.423.091 $ | +106.152.193 $ | +214,7 % | ||
| NVIDIA CORP | NVDA | 11.227.993 $ | -1.837.638 $ | -14,1 % | 13.065.631 $ | +13.065.631 $ | |
| Apple Inc. | AAPL | 9.166.895 $ | -1.911.570 $ | -17,3 % | 11.078.465 $ | +11.078.465 $ | |
| MICROSOFT CORP | MSFT | 6.807.426 $ | -3.150.310 $ | -31,6 % | 9.957.736 $ | +9.957.736 $ | |
| Alphabet Inc. | GOOGL | 7.094.541 $ | -1.302.212 $ | -15,5 % | 8.396.753 $ | +8.396.753 $ | |
| iSHARES TRUST | 7.432.782 $ | +2.708.366 $ | +57,3 % | 4.724.416 $ | +4.724.416 $ | ||
| AMAZON COM INC | AMZN | 4.765.009 $ | -927.243 $ | -16,3 % | 5.692.252 $ | +5.692.252 $ | |
| Broadcom Inc. | AVGO | 3.750.023 $ | -1.145.562 $ | -23,4 % | 4.895.585 $ | +4.895.585 $ | |
| SPDR SER TR | 2.990.612 $ | +2.101.710 $ | +236,4 % | 4.084.278 $ | +3.733.119 $ | +1.063,1 % | |
| VANGUARD GROUP INC | 3.764.465 $ | -203.436 $ | -5,1 % | 3.967.901 $ | +3.967.901 $ | ||
| Tesla, Inc. | TSLA | 2.972.513 $ | -846.060 $ | -22,2 % | 3.818.573 $ | +3.818.573 $ | |
| Meta Platforms, Inc. | META | 3.187.336 $ | -594.320 $ | -15,7 % | 3.781.656 $ | +3.781.656 $ | |
| ELI LILLY & Co | LLY | 1.331.827 $ | -1.092.651 $ | -45,1 % | 2.424.478 $ | +2.424.478 $ | |
| SELECT SECTOR SPDR TR | 2.098.945 $ | +1.711.432 $ | +441,6 % | 2.224.633 $ | -1.859.645 $ | -45,5 % | |
| VISA INC. | V | 1.018.247 $ | -882.250 $ | -46,4 % | 1.900.497 $ | +1.900.497 $ | |
| NETFLIX INC | NFLX | 1.572.726 $ | +233.083 $ | +17,4 % | 1.339.643 $ | +1.339.643 $ | |
| COSTCO WHOLESALE CORP /NEW | COST | 1.550.445 $ | +416.468 $ | +36,7 % | 1.133.977 $ | +1.133.977 $ | |
| Mastercard Inc | MA | 842.926 $ | -620.810 $ | -42,4 % | 1.463.736 $ | +1.463.736 $ | |
| Walmart Inc. | WMT | 1.408.251 $ | +952.627 $ | +209,1 % | 455.624 $ | +455.624 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 1.324.329 $ | +130.173 $ | +10,9 % | 1.194.156 $ | +1.194.156 $ | |
| RTX Corp | RTX | 1.249.028 $ | +74.168 $ | +6,3 % | 1.174.860 $ | +1.174.860 $ | |
| Palantir Technologies Inc. | PLTR | 1.226.850 $ | +60.632 $ | +5,2 % | 1.166.218 $ | +1.166.218 $ | |
| VANGUARD WORLD FDS | 1.193.386 $ | -1.797.226 $ | -60,1 % | 1.184.312 $ | +757.796 $ | +177,7 % | |
| SCHWAB STRATEGIC TR | 888.902 $ | -1.210.043 $ | -57,7 % | 1.076.721 $ | -1.147.912 $ | -51,6 % | |
| MICRON TECHNOLOGY INC | MU | 1.010.252 $ | +786.491 $ | +351,5 % | 223.761 $ | +223.761 $ | |
| LAM RESEARCH CORP | LRCX | 1.008.767 $ | +381.300 $ | +60,8 % | 627.467 $ | +627.467 $ | |
| GENERAL ELECTRIC CO | GE | 592.512 $ | -390.720 $ | -39,7 % | 983.232 $ | +983.232 $ | |
| CISCO SYSTEMS, INC. | CSCO | 981.126 $ | +582.958 $ | +146,4 % | 398.168 $ | +398.168 $ | |
| Salesforce, Inc. | CRM | 425.421 $ | -477.483 $ | -52,9 % | 902.904 $ | +902.904 $ | |
| FIRST TRUST EXCHANGE-TRADED FUND | 810.573 $ | -53.405 $ | -6,2 % | 863.978 $ | +863.978 $ | ||
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | 808.608 $ | -30.364 $ | -3,6 % | 838.972 $ | +838.972 $ | |
| JPMORGAN CHASE & CO | JPM | 736.282 $ | -54.768 $ | -6,9 % | 791.050 $ | +791.050 $ | |
| LINDE PLC | LIN | 726.288 $ | +204.813 $ | +39,3 % | 521.475 $ | +521.475 $ | |
| APPLIED MATERIALS INC /DE | AMAT | 722.544 $ | +722.544 $ | ||||
| KLA CORP | KLAC | 687.615 $ | +202.798 $ | +41,8 % | 484.817 $ | +484.817 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 622.481 $ | -16.387 $ | -2,6 % | 638.868 $ | +638.868 $ | |
| THERMO FISHER SCIENTIFIC INC. | TMO | 323.257 $ | -289.801 $ | -47,3 % | 613.058 $ | +613.058 $ | |
| INTUITIVE SURGICAL INC | ISRG | 570.245 $ | -35.194 $ | -5,8 % | 605.439 $ | +605.439 $ | |
| INTUIT INC. | INTU | 445.351 $ | -158.114 $ | -26,2 % | 603.465 $ | +603.465 $ | |
| ORACLE CORP | ORCL | 457.659 $ | -128.435 $ | -21,9 % | 586.094 $ | +586.094 $ | |
| GE Vernova Inc. | GEV | 499.585 $ | -50.067 $ | -9,1 % | 549.652 $ | +549.652 $ | |
| UNITEDHEALTH GROUP INC | UNH | 263.013 $ | -274.736 $ | -51,1 % | 537.749 $ | +537.749 $ | |
| ServiceNow, Inc. | NOW | 537.697 $ | +537.697 $ | ||||
| INTEL CORP | INTC | 529.075 $ | +529.075 $ | ||||
| PROCTER & GAMBLE Co | PG | 504.962 $ | +10.829 $ | +2,2 % | 494.133 $ | +494.133 $ | |
| S&P Global Inc. | SPGI | 248.824 $ | -242.411 $ | -49,3 % | 491.235 $ | +491.235 $ | |
| AMGEN INC | AMGN | 490.127 $ | +490.127 $ | ||||
| T-Mobile US, Inc. | TMUS | 485.169 $ | +260.607 $ | +116,1 % | 224.562 $ | +224.562 $ | |
| Uber Technologies, Inc | UBER | 249.094 $ | -234.874 $ | -48,5 % | 483.968 $ | +483.968 $ | |
| CATERPILLAR INC | CAT | 471.834 $ | +95.458 $ | +25,4 % | 376.376 $ | +376.376 $ | |
| PEPSICO INC | PEP | 466.491 $ | +466.491 $ | ||||
| HOME DEPOT, INC. | HD | 443.344 $ | -19.471 $ | -4,2 % | 462.815 $ | +462.815 $ | |
| GOLDMAN SACHS GROUP INC | GS | 450.067 $ | -12.287 $ | -2,7 % | 462.354 $ | +462.354 $ | |
| MCDONALDS CORP | MCD | 454.997 $ | -4.365 $ | -1,0 % | 459.362 $ | +459.362 $ | |
| Arista Networks, Inc. | ANET | 289.270 $ | -160.425 $ | -35,7 % | 449.695 $ | +449.695 $ | |
| EXXON MOBIL CORP | XOM | 445.358 $ | +131.030 $ | +41,7 % | 314.328 $ | +314.328 $ | |
| ISHARES TR | 387.513 $ | -9.469 $ | -2,4 % | 426.516 $ | +426.516 $ | ||
| BlackRock, Inc. | BLK | 225.040 $ | -194.533 $ | -46,4 % | 419.573 $ | +419.573 $ | |
| Booking Holdings Inc. | BKNG | 387.349 $ | -30.367 $ | -7,3 % | 417.716 $ | +417.716 $ | |
| GILEAD SCIENCES, INC. | GILD | 415.601 $ | +415.601 $ | ||||
| JOHNSON & JOHNSON | JNJ | 408.215 $ | +69.852 $ | +20,6 % | 338.363 $ | +338.363 $ | |
| DANAHER CORP /DE/ | DHR | 401.068 $ | +401.068 $ | ||||
| INVESCO EXCH TRADED FD TR II | 396.982 $ | -679.739 $ | -63,1 % | 351.159 $ | -833.153 $ | -70,3 % | |
| Palo Alto Networks Inc | PANW | 388.776 $ | +27.560 $ | +7,6 % | 361.216 $ | +361.216 $ | |
| TEXAS INSTRUMENTS INC | TXN | 385.950 $ | +385.950 $ | ||||
| VERTEX PHARMACEUTICALS INC / MA | VRTX | 362.590 $ | +37.984 $ | +11,7 % | 324.606 $ | +324.606 $ | |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | 303.472 $ | -57.016 $ | -15,8 % | 360.488 $ | +360.488 $ | |
| ANALOG DEVICES INC | ADI | 339.455 $ | +339.455 $ | ||||
| CADENCE DESIGN SYSTEMS INC | CDNS | 339.001 $ | +164 $ | +0,0 % | 338.837 $ | +338.837 $ | |
| PROGRESSIVE CORP/OH/ | PGR | 335.204 $ | +335.204 $ | ||||
| Walt Disney Co | DIS | 238.541 $ | -84.680 $ | -26,2 % | 323.221 $ | +323.221 $ | |
| CARRIER GLOBAL Corp | CARR | 320.517 $ | +19.752 $ | +6,6 % | 300.765 $ | +300.765 $ | |
| ADOBE INC. | ADBE | 264.714 $ | -46.777 $ | -15,0 % | 311.491 $ | +311.491 $ | |
| AppLovin Corp | APP | 309.644 $ | +56.288 $ | +22,2 % | 253.356 $ | +253.356 $ | |
| CrowdStrike Holdings, Inc. | CRWD | 300.616 $ | -2.672 $ | -0,9 % | 303.288 $ | +303.288 $ | |
| QUALCOMM INC/DE | QCOM | 295.164 $ | +295.164 $ | ||||
| HONEYWELL INTERNATIONAL INC | HON | 282.085 $ | +282.085 $ | ||||
| AbbVie Inc. | ABBV | 252.941 $ | -10.051 $ | -3,8 % | 262.992 $ | +262.992 $ | |
| Constellation Energy Corp | CEG | 255.793 $ | -5.274 $ | -2,0 % | 261.067 $ | +261.067 $ | |
| Accenture plc | ACN | 258.910 $ | +258.910 $ | ||||
| Parker-Hannifin Corp | PH | 258.414 $ | +258.414 $ | ||||
| BANK OF AMERICA CORP /DE/ | BAC | 233.805 $ | -22.385 $ | -8,7 % | 256.190 $ | +256.190 $ | |
| WELLS FARGO & COMPANY/MN | WFC | 218.450 $ | -36.732 $ | -14,4 % | 255.182 $ | +255.182 $ | |
| CHEVRON CORP | CVX | 254.694 $ | +46.045 $ | +22,1 % | 208.649 $ | +208.649 $ | |
| Fidelity Wise Origin Bitcoin Fund | FBTC | 241.263 $ | -4.068 $ | -1,7 % | 245.331 $ | +245.331 $ | |
| UNITED RENTALS, INC. | URI | 245.224 $ | +245.224 $ | ||||
| MARRIOTT INTERNATIONAL INC /MD/ | MAR | 236.472 $ | +236.472 $ | ||||
| O REILLY AUTOMOTIVE INC | ORLY | 235.298 $ | +35.001 $ | +17,5 % | 200.297 $ | +200.297 $ | |
| Otis Worldwide Corp | OTIS | 206.960 $ | -27.575 $ | -11,8 % | 234.535 $ | +234.535 $ | |
| SHOPIFY INC. | SHOP | 227.513 $ | +227.513 $ | ||||
| MCKESSON CORP | MCK | 227.444 $ | +227.444 $ | ||||
| Vertiv Holdings Co | VRT | 215.499 $ | +215.499 $ | ||||
| MORGAN STANLEY | MS | 202.421 $ | -10.793 $ | -5,1 % | 213.214 $ | +213.214 $ | |
| REGENERON PHARMACEUTICALS, INC. | REGN | 210.158 $ | +210.158 $ | ||||
| Merck & Co., Inc. | MRK | 201.819 $ | +201.819 $ | ||||
| 105.629.959 $ | -5.021.227 $ | +12,4 % | 114.423.091 $ | +106.152.193 $ | +214,7 % | ||