| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 75.518.898 $ | +2.402.304 $ | +42,3 % | 12 | 93.617.778 $ | +93.617.778 $ | 13 | |||||
| NVIDIA CORP | NVDA | → 0 | Stark | 25.259.137 $ | -2.478.570 $ | -8,9 % | 1 | 27.737.707 $ | +27.737.707 $ | 1 | |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 1.004.944 $ | -9.264.385 $ | -90,2 % | 1 | 10.269.329 $ | +10.269.329 $ | 1 | |
| COZAD ASSET MANAGEMENT INC | → 0 | 7.414.951 $ | -2.390.668 $ | -24,4 % | 1 | 9.805.619 $ | +9.805.619 $ | 1 | |||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 7.827.915 $ | -1.793.772 $ | -18,6 % | 1 | 9.621.687 $ | +9.621.687 $ | 1 | ||
| SPDR SERIES TRUST | → 0 | 6.450.248 $ | -1.386.549 $ | -17,7 % | 1 | 7.836.797 $ | +7.836.797 $ | 1 | |||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 7.673.801 $ | +7.673.801 $ | 1 | |||||
| GOLD FIELDS LTD | GFI | → 0 | Stark | 5.570.317 $ | +5.570.317 $ | 1 | |||||
| KINROSS GOLD CORP | KGC | → 0 | 5.441.976 $ | +5.441.976 $ | 1 | ||||||
| BlackRock Fund Advisors | → 0 | 5.373.680 $ | +5.373.680 $ | 1 | |||||||
| U.S. GOLD CORP. | USAU | → 0 | Neutral | 5.156.519 $ | +5.156.519 $ | 1 | |||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 4.663.553 $ | -471.906 $ | -9,2 % | 1 | 5.135.459 $ | +5.135.459 $ | 1 | |
| SEGALL BRYANT & HAMILL, LLC | → 0 | 4.323.655 $ | +3.659.550 $ | +551,0 % | 1 | 664.105 $ | +664.105 $ | 1 | |||
| AngloGold Ashanti PLC | AU | → 0 | 4.228.353 $ | +4.228.353 $ | 1 | ||||||
| MAI Capital Management | → 0 | 3.569.495 $ | +3.569.495 $ | 1 | |||||||
| Apple Inc. | AAPL | → 0 | Neutral | 1.467.183 $ | -115.732 $ | -7,3 % | 1 | 1.582.915 $ | +1.582.915 $ | 1 | |
| HECLA MINING CO/DE/ | HL | → 0 | Schwach | 566.995 $ | +566.995 $ | 1 | |||||
| Hilton Worldwide Holdings Inc. | HLT | → 0 | Neutral | 490.336 $ | +27.360 $ | +5,9 % | 1 | ||||
| 75.518.898 $ | +2.402.304 $ | +42,3 % | 12 | 93.617.778 $ | +93.617.778 $ | 13 | |||||