| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.261.922.545 $ | +118.913.694 $ | +12,8 % | 6 | 670.099.756 $ | -21.133.504 $ | -4,0 % | 3 | 1.415.994.028 $ | -29.157.550 $ | -1,8 % | 7 | 1.815.146.029 $ | +63.098.467 $ | +4,5 % | 9 | ||||
| ROSS STORES, INC. | ROST | → 0 | Stark | 264.065.615 $ | -31.336.476 $ | -10,6 % | 1 | 295.402.091 $ | +19.433.785 $ | +7,0 % | 1 | 275.968.306 $ | +31.340.693 $ | +12,8 % | 1 | 244.627.613 $ | +39.846.851 $ | +19,5 % | 1 |
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 261.730.478 $ | +65.813.476 $ | +33,6 % | 1 | 195.917.002 $ | -29.200.454 $ | -13,0 % | 1 | 225.117.456 $ | -28.602.076 $ | -11,3 % | 1 | 253.719.532 $ | +27.836.770 $ | +12,3 % | 1 |
| Vulcan Materials CO | VMC | → 0 | Neutral | 194.873.522 $ | +16.092.859 $ | +9,0 % | 1 | 178.780.663 $ | -11.366.835 $ | -6,0 % | 1 | 190.147.498 $ | -14.624.824 $ | -7,1 % | 1 | 204.772.322 $ | +31.104.706 $ | +17,9 % | 1 |
| BROWN & BROWN, INC. | BRO | → 0 | Neutral | 174.025.796 $ | -28.228.133 $ | -14,0 % | 1 | 202.253.929 $ | -35.029.108 $ | -14,8 % | 1 | ||||||||
| STRYKER CORP | SYK | → 0 | Schwach | 172.324.466 $ | +1.617.775 $ | +0,9 % | 1 | 184.654.491 $ | -9.583.663 $ | -4,9 % | 1 | 194.238.154 $ | -13.394.323 $ | -6,5 % | 1 | ||||
| MARKEL GROUP INC. | MKL | → 0 | Stark | 189.741.007 $ | +20.799.719 $ | +12,3 % | 1 | ||||||||||||
| ANALOG DEVICES INC | ADI | → 0 | Stark | 187.450.433 $ | +36.528.948 $ | +24,2 % | 1 | ||||||||||||
| FASTENAL CO | FAST | → 0 | Neutral | 183.957.758 $ | +26.554.189 $ | +16,9 % | 1 | ||||||||||||
| CDW Corp | CDW | → 0 | Neutral | 181.751.606 $ | -21.202.182 $ | -10,4 % | 1 | ||||||||||||
| IDEX CORP /DE/ | IEX | → 0 | Neutral | 181.478.031 $ | +30.197.112 $ | +20,0 % | 1 | ||||||||||||
| BROOKFIELD Corp /ON/ | BN | → 0 | 176.339.474 $ | -259.266 $ | -0,1 % | 1 | 176.598.740 $ | +16.243.651 $ | +10,1 % | 1 | |||||||||
| Trane Technologies plc | TT | → 0 | Stark | 173.226.375 $ | -8.862.087 $ | -4,9 % | 1 | ||||||||||||
| 1.261.922.545 $ | +118.913.694 $ | +12,8 % | 6 | 670.099.756 $ | -21.133.504 $ | -4,0 % | 3 | 1.415.994.028 $ | -29.157.550 $ | -1,8 % | 7 | 1.815.146.029 $ | +63.098.467 $ | +4,5 % | 9 | ||||