| 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 | ||||
| 1.981.202.616 $ | +645.189.664 $ | +2.416,7 % | 7 | 1.558.944.656 $ | +405.161.883 $ | +1.397,8 % | 6 | 1.715.959.322 $ | +512.229.164 $ | +1.739,8 % | 7 | 1.224.563.222 $ | +360.548.678 $ | +699,4 % | 5 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 577.028.598 $ | +128.758.619 $ | +28,7 % | 1 | 448.269.979 $ | +12.613.455 $ | +2,9 % | 1 | 435.656.524 $ | +76.351.174 $ | +21,2 % | 1 | 359.305.350 $ | +32.155.843 $ | +9,8 % | 1 | ||
| Ancora Advisors LLC | → 0 | 285.430.808 $ | -9.091.063 $ | -3,1 % | 1 | 294.521.871 $ | +23.247.521 $ | +8,6 % | 1 | 271.274.350 $ | +30.188.945 $ | +12,5 % | 1 | 241.085.405 $ | +33.502.530 $ | +16,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 267.993.697 $ | +25.044.835 $ | +10,3 % | 1 | 242.948.862 $ | -19.133.702 $ | -7,3 % | 1 | 262.082.564 $ | +17.291.261 $ | +7,1 % | 1 | 244.791.303 $ | +81.097.941 $ | +49,5 % | 1 |
| ISHARES TR | → 0 | 238.378.506 $ | +235.694.179 $ | +8.780,4 % | 1 | 175.968.152 $ | +168.095.169 $ | +2.135,1 % | 1 | 172.205.062 $ | +170.324.432 $ | +9.056,8 % | 1 | ||||||
| SCHWAB STRATEGIC TR | → 0 | 238.101.260 $ | +235.190.954 $ | +8.081,3 % | 1 | 202.732.256 $ | +199.532.315 $ | +6.235,5 % | 1 | 210.541.116 $ | +203.905.346 $ | +3.072,8 % | 1 | 196.129.488 $ | +190.536.628 $ | +3.406,8 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 197.207.716 $ | +2.704.180 $ | +1,4 % | 1 | 194.503.536 $ | +20.807.125 $ | +12,0 % | 1 | 173.696.411 $ | +6.916.387 $ | +4,1 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 177.062.031 $ | +26.887.960 $ | +17,9 % | 1 | 190.503.295 $ | +7.251.619 $ | +4,0 % | 1 | 183.251.676 $ | +23.255.736 $ | +14,5 % | 1 | ||||
| 1.981.202.616 $ | +645.189.664 $ | +2.416,7 % | 7 | 1.558.944.656 $ | +405.161.883 $ | +1.397,8 % | 6 | 1.715.959.322 $ | +512.229.164 $ | +1.739,8 % | 7 | 1.224.563.222 $ | +360.548.678 $ | +699,4 % | 5 | ||||