| 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 | ||||
| 541.235.784 $ | +162.250.385 $ | +16.420,5 % | 3 | 814.615.101 $ | +323.592.256 $ | +15.089,0 % | 4 | 1.277.902.524 $ | -142.025.100 $ | -9,1 % | 7 | 2.072.360.302 $ | +271.582.001 $ | +6,3 % | 11 | ||||
| ADVISORS SER TR | → 0 | 238.942.916 $ | +238.459.164 $ | +49.293,7 % | 1 | 244.354.698 $ | +243.950.000 $ | +60.279,5 % | 1 | 258.561.963 $ | -28.299.786 $ | -9,9 % | 1 | 286.861.749 $ | +286.861.749 $ | 1 | |||
| MCKESSON CORP | MCK | → 0 | Neutral | 191.758.756 $ | -26.229.424 $ | -12,0 % | 1 | 217.988.180 $ | -32.892.346 $ | -13,1 % | 1 | 250.880.526 $ | -4.452.361 $ | -1,7 % | 1 | ||||
| OCCIDENTAL PETROLEUM CORP /DE/ | OXY | → 0 | Stark | 154.829.078 $ | -78.122.377 $ | -33,5 % | 1 | 232.951.455 $ | +112.069.738 $ | +92,7 % | 1 | 162.523.025 $ | +16.290.593 $ | +11,1 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 182.859.839 $ | -38.106.984 $ | -17,2 % | 1 | 220.966.823 $ | -366.132 $ | -0,2 % | 1 | ||||||||
| ORACLE CORP | ORCL | → 0 | Neutral | 181.303.347 $ | -11.809.463 $ | -6,1 % | 1 | ||||||||||||
| BROOKFIELD Corp /ON/ | BN | → 0 | 161.351.601 $ | -18.972.698 $ | -10,5 % | 1 | 180.324.299 $ | +5.719.049 $ | +3,3 % | 1 | |||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 156.598.319 $ | -22.332.493 $ | -12,5 % | 1 | 178.930.812 $ | -34.680.175 $ | -16,2 % | 1 | ||||||||
| UNION PACIFIC CORP | UNP | → 0 | Neutral | 147.463.790 $ | +1.913.598 $ | +1,3 % | 1 | 145.550.192 $ | -6.198.058 $ | -4,1 % | 1 | 151.748.250 $ | -6.171.911 $ | -3,9 % | 1 | 157.920.161 $ | +82.033.900 $ | +108,1 % | 1 |
| NOVARTIS AG | NVS | → 0 | 155.293.439 $ | +2.523.646 $ | +1,7 % | 1 | |||||||||||||
| VISA INC. | V | → 0 | Neutral | 151.533.486 $ | -17.059.182 $ | -10,1 % | 1 | ||||||||||||
| MARKEL GROUP INC. | MKL | → 0 | Neutral | 148.794.372 $ | +4.751.118 $ | +3,3 % | 1 | ||||||||||||
| FISERV INC | FISV | → 0 | Schwach | 145.822.635 $ | -53.479.623 $ | -26,8 % | 1 | ||||||||||||
| 541.235.784 $ | +162.250.385 $ | +16.420,5 % | 3 | 814.615.101 $ | +323.592.256 $ | +15.089,0 % | 4 | 1.277.902.524 $ | -142.025.100 $ | -9,1 % | 7 | 2.072.360.302 $ | +271.582.001 $ | +6,3 % | 11 | ||||