| 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 | ||||
| 944.012.324 $ | +104.946.277 $ | +1.456,2 % | 9 | 910.230.506 $ | +256.899.924 $ | +461,6 % | 8 | 831.472.504 $ | +184.282.164 $ | +270,6 % | 8 | ||||
| Ancora Advisors LLC | → 0 | 207.045.699 $ | +28.770.987 $ | +16,1 % | 1 | 178.274.712 $ | -1.559.845 $ | -0,9 % | 1 | 179.834.557 $ | +9.874.076 $ | +5,8 % | 1 | ||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 167.694.793 $ | -38.458.548 $ | -18,7 % | 1 | 206.153.341 $ | +38.816.423 $ | +23,2 % | 1 | 167.336.918 $ | -12.274.759 $ | -6,8 % | 1 |
| ISHARES TR | → 0 | 150.795.531 $ | +124.925.883 $ | +482,9 % | 1 | 159.249.496 $ | +146.316.136 $ | +1.131,3 % | 1 | 162.013.718 $ | +148.339.429 $ | +1.084,8 % | 1 | ||
| ELI LILLY & Co | LLY | → 0 | Neutral | 119.219.804 $ | -27.096.188 $ | -18,5 % | 1 | 146.315.992 $ | +31.093.783 $ | +27,0 % | 1 | 115.222.209 $ | -4.655.709 $ | -3,9 % | 1 |
| iSHARES TRUST | → 0 | 113.784.568 $ | -7.584.619 $ | -6,2 % | 1 | 121.369.187 $ | +3.866.494 $ | +3,3 % | 1 | 117.502.693 $ | +6.681.138 $ | +6,0 % | 1 | ||
| FPA | → 0 | 92.465.276 $ | +91.744.178 $ | +12.722,8 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 42.021.286 $ | -1.244.828 $ | -2,9 % | 1 | 43.266.114 $ | +8.359.917 $ | +23,9 % | 1 | 34.906.197 $ | +7.606.223 $ | +27,9 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 25.869.648 $ | -66.595.628 $ | -72,0 % | 1 | 30.970.985 $ | +29.772.393 $ | +2.483,9 % | 1 | 30.260.156 $ | +27.619.961 $ | +1.046,1 % | 1 | ||
| MCDONALDS CORP | MCD | → 0 | Neutral | 25.115.719 $ | +485.040 $ | +2,0 % | 1 | 24.630.679 $ | +234.623 $ | +1,0 % | 1 | 24.396.056 $ | +1.091.805 $ | +4,7 % | 1 |
| 944.012.324 $ | +104.946.277 $ | +1.456,2 % | 9 | 910.230.506 $ | +256.899.924 $ | +461,6 % | 8 | 831.472.504 $ | +184.282.164 $ | +270,6 % | 8 | ||||