| 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 | ||||
| 418.833.250 $ | -15.633.315 $ | -1,9 % | 9 | 409.289.196 $ | +12.445.813 $ | +1,6 % | 8 | 396.843.383 $ | +50.483.114 $ | +13,2 % | 8 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 75.785.770 $ | -5.382.229 $ | -6,6 % | 1 | 81.167.999 $ | +15.278.016 $ | +23,2 % | 1 | 65.889.983 $ | +16.597.800 $ | +33,7 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 72.435.347 $ | -5.650.759 $ | -7,2 % | 1 | 78.086.106 $ | -1.114.092 $ | -1,4 % | 1 | 79.200.198 $ | +10.701.305 $ | +15,6 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 67.000.982 $ | -2.710.765 $ | -3,9 % | 1 | 69.711.747 $ | +2.762.525 $ | +4,1 % | 1 | 66.949.222 $ | +10.251.296 $ | +18,1 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 41.990.456 $ | -4.075.909 $ | -8,8 % | 1 | 46.066.365 $ | +232.615 $ | +0,5 % | 1 | 45.833.750 $ | +3.207.198 $ | +7,5 % | 1 |
| Ancora Advisors LLC | → 0 | 39.990.585 $ | +3.185.072 $ | +8,7 % | 1 | 36.805.513 $ | +2.154.948 $ | +6,2 % | 1 | 34.650.565 $ | +2.721.153 $ | +8,5 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Stark | 29.233.941 $ | -4.576.872 $ | -13,5 % | 1 | 33.810.813 $ | -2.668.162 $ | -7,3 % | 1 | 36.478.975 $ | +1.409.717 $ | +4,0 % | 1 |
| Blackstone Inc. | BX | → 0 | Neutral | 30.203.338 $ | -3.831.426 $ | -11,3 % | 1 | 34.034.764 $ | +4.313.739 $ | +14,5 % | 1 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 31.643.026 $ | -1.794.289 $ | -5,4 % | 1 | 33.437.315 $ | -368.611 $ | -1,1 % | 1 | 33.805.926 $ | +1.280.906 $ | +3,9 % | 1 |
| CIBC Private Wealth Group LLC | → 0 | 30.562.196 $ | +1.485.878 $ | +5,1 % | 1 | ||||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 30.190.947 $ | +3.886.558 $ | +14,8 % | 1 | ||||||||
| 418.833.250 $ | -15.633.315 $ | -1,9 % | 9 | 409.289.196 $ | +12.445.813 $ | +1,6 % | 8 | 396.843.383 $ | +50.483.114 $ | +13,2 % | 8 | ||||