| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 59.739.702 $ | +10.832.172 $ | +22,9 % | 13 | 48.010.501 $ | +45.284.468 $ | +15,4 % | 12 | ||||
| STERLING INFRASTRUCTURE, INC. | STRL | → 0 | Neutral | 9.455.390 $ | +2.930.517 $ | +44,9 % | 1 | 6.524.873 $ | +6.524.873 $ | 1 | |
| Pacer Funds Trust | → 0 | 7.082.398 $ | +1.577.621 $ | +28,7 % | 1 | 5.504.777 $ | +5.504.777 $ | 1 | |||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 6.012.642 $ | +1.197.020 $ | +24,9 % | 1 | 4.815.622 $ | +4.815.622 $ | 1 | |
| COMFORT SYSTEMS USA INC | FIX | → 0 | Sehr stark | 5.323.550 $ | +1.252.759 $ | +30,8 % | 1 | 4.070.791 $ | +4.070.791 $ | 1 | |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 4.959.716 $ | +187.687 $ | +3,9 % | 1 | 4.772.029 $ | +4.772.029 $ | 1 | |||
| NVIDIA CORP | NVDA | → 0 | Stark | 4.200.319 $ | +619.189 $ | +17,3 % | 1 | 3.581.130 $ | +3.581.130 $ | 1 | |
| Altrius Capital Management Inc | → 0 | 3.643.578 $ | -129.289 $ | -3,4 % | 1 | 3.772.867 $ | +3.772.867 $ | 1 | |||
| Parker-Hannifin Corp | PH | → 0 | Neutral | 3.474.282 $ | +294.390 $ | +9,3 % | 1 | 3.179.892 $ | +3.179.892 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 3.380.114 $ | +401.811 $ | +13,5 % | 1 | 2.978.303 $ | +2.978.303 $ | 1 | |
| INVESCO EXCH TRD SLF IDX FD | → 0 | 3.236.403 $ | +715.070 $ | +28,4 % | 1 | 3.145.100 $ | +419.067 $ | +15,4 % | 1 | ||
| HALOZYME THERAPEUTICS, INC. | HALO | → 0 | Schwach | 3.205.313 $ | +958.903 $ | +42,7 % | 1 | ||||
| VANGUARD WHITEHALL FDS | → 0 | 2.955.782 $ | -280.621 $ | -8,7 % | 1 | ||||||
| UNITED THERAPEUTICS Corp | UTHR | → 0 | Neutral | 2.897.300 $ | +2.897.300 $ | 1 | |||||
| TWILIO INC | TWLO | → 0 | Neutral | 2.810.215 $ | +1.107.115 $ | +65,0 % | 1 | ||||
| Cheniere Energy, Inc. | LNG | → 0 | Sehr stark | 2.767.817 $ | +2.767.817 $ | 1 | |||||
| 59.739.702 $ | +10.832.172 $ | +22,9 % | 13 | 48.010.501 $ | +45.284.468 $ | +15,4 % | 12 | ||||