| 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 | ||||
| 461.747.056 $ | +93.792.185 $ | +26,7 % | 7 | 340.734.794 $ | +18.677.211 $ | +7,6 % | 6 | 340.473.913 $ | +23.219.128 $ | +7,3 % | 6 | 324.593.393 $ | +17.925.868 $ | +6,2 % | 6 | ||||
| CISCO SYSTEMS, INC. | CSCO | → 0 | Neutral | 103.858.367 $ | +39.143.884 $ | +60,5 % | 1 | 64.714.483 $ | +545.951 $ | +0,9 % | 1 | 64.168.532 $ | +8.114.558 $ | +14,5 % | 1 | 56.053.974 $ | +421.690 $ | +0,8 % | 1 |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 78.600.159 $ | +7.854.823 $ | +11,1 % | 1 | 70.745.336 $ | -4.873.987 $ | -6,4 % | 1 | 75.619.323 $ | +8.843.091 $ | +13,2 % | 1 | 66.776.232 $ | +11.765.763 $ | +21,4 % | 1 |
| TEXAS INSTRUMENTS INC | TXN | → 0 | Stark | 70.642.888 $ | +18.876.622 $ | +36,5 % | 1 | 51.766.266 $ | +5.636.836 $ | +12,2 % | 1 | 46.129.430 $ | -1.938.931 $ | -4,0 % | 1 | 48.068.361 $ | -6.259.772 $ | -11,5 % | 1 |
| CATERPILLAR INC | CAT | → 0 | Stark | 58.111.593 $ | +22.911.049 $ | +65,1 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 54.682.913 $ | -2.718.378 $ | -4,7 % | 1 | 57.401.291 $ | +2.209.175 $ | +4,0 % | 1 | ||||||||
| Chubb Ltd | CB | → 0 | Neutral | 55.498.026 $ | +5.372.927 $ | +10,7 % | 1 | 50.125.099 $ | +2.239.338 $ | +4,7 % | 1 | 47.885.761 $ | +5.414.194 $ | +12,7 % | 1 | ||||
| LOCKHEED MARTIN CORP | LMT | → 0 | Neutral | 49.048.262 $ | -6.095.677 $ | -11,1 % | 1 | 55.143.939 $ | +9.554.656 $ | +21,0 % | 1 | 49.810.175 $ | +5.764.172 $ | +13,1 % | 1 | ||||
| Accenture plc | ACN | → 0 | Neutral | 51.987.954 $ | +5.504.594 $ | +11,8 % | 1 | 46.483.360 $ | +4.024.840 $ | +9,5 % | 1 | ||||||||
| PFIZER INC | PFE | → 0 | Stark | 48.239.671 $ | +5.574.417 $ | +13,1 % | 1 | ||||||||||||
| PAYCHEX INC | PAYX | → 0 | Neutral | 45.987.761 $ | +5.728.557 $ | +14,2 % | 1 | ||||||||||||
| 461.747.056 $ | +93.792.185 $ | +26,7 % | 7 | 340.734.794 $ | +18.677.211 $ | +7,6 % | 6 | 340.473.913 $ | +23.219.128 $ | +7,3 % | 6 | 324.593.393 $ | +17.925.868 $ | +6,2 % | 6 | ||||