| 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 | ||||
| 100.707.035 $ | -16.576.023 $ | -10,9 % | 8 | 127.553.681 $ | +4.064.386 $ | +4,7 % | 9 | 115.308.260 $ | +9.671.797 $ | +9,1 % | 8 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 18.244.705 $ | -6.011.917 $ | -24,8 % | 1 | 24.256.622 $ | -1.857.571 $ | -7,1 % | 1 | 26.114.193 $ | +503.364 $ | +2,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 20.787.174 $ | -4.127.581 $ | -16,6 % | 1 | 24.914.755 $ | +5.468.924 $ | +28,1 % | 1 | 19.445.831 $ | +5.315.231 $ | +37,6 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 14.011.803 $ | -2.737.334 $ | -16,3 % | 1 | 16.749.137 $ | +290.613 $ | +1,8 % | 1 | 16.458.524 $ | +1.685.635 $ | +11,4 % | 1 |
| iSHARES TRUST | → 0 | 10.510.030 $ | -500.948 $ | -4,5 % | 1 | 11.010.978 $ | -3.129.782 $ | -22,1 % | 1 | 14.140.760 $ | +338.143 $ | +2,4 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 10.888.183 $ | -1.118.537 $ | -9,3 % | 1 | 12.006.720 $ | +267.838 $ | +2,3 % | 1 | 11.738.882 $ | +728.828 $ | +6,6 % | 1 |
| ELI LILLY & Co | LLY | → 0 | Neutral | 8.771.106 $ | -2.845.320 $ | -24,5 % | 1 | 11.616.426 $ | +3.435.391 $ | +42,0 % | 1 | ||||
| AMERICAN EXPRESS CO | AXP | → 0 | Neutral | 10.270.623 $ | +1.097.960 $ | +12,0 % | 1 | 9.172.663 $ | +280.396 $ | +3,2 % | 1 | ||||
| Eaton Corp plc | ETN | → 0 | Neutral | 8.898.830 $ | +577.756 $ | +6,9 % | 1 | 8.321.074 $ | -1.610.024 $ | -16,2 % | 1 | 9.931.098 $ | +408.390 $ | +4,3 % | 1 |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | → 0 | 8.595.204 $ | +187.858 $ | +2,2 % | 1 | 8.407.346 $ | +101.037 $ | +1,2 % | 1 | 8.306.309 $ | +411.810 $ | +5,2 % | 1 | |
| 100.707.035 $ | -16.576.023 $ | -10,9 % | 8 | 127.553.681 $ | +4.064.386 $ | +4,7 % | 9 | 115.308.260 $ | +9.671.797 $ | +9,1 % | 8 | ||||