| 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 | ||||
| 2.374.455.600 $ | +693.206.928 $ | +4.731,2 % | 6 | 2.095.273.183 $ | +328.705.078 $ | +151,3 % | 6 | 2.223.479.708 $ | +520.852.144 $ | +145,0 % | 7 | 1.889.107.650 $ | +508.058.675 $ | +1.776.904.952,4 % | 6 | ||||
| Diversified Trust Co | → 0 | 1.134.843.878 $ | +147.904.846 $ | +15,0 % | 1 | 986.939.032 $ | -79.269.262 $ | -7,4 % | 1 | 1.066.208.294 $ | +84.147.129 $ | +8,6 % | 1 | 982.061.165 $ | +106.005.038 $ | +12,1 % | 1 | ||
| VANGUARD INTL EQUITY IND FD FTSE ALL WORLD E | → 0 | 474.351.084 $ | +472.681.734 $ | +28.315,3 % | 1 | 415.693.861 $ | +374.400.536 $ | +906,7 % | 1 | 385.506.507 $ | +348.591.420 $ | +944,3 % | 1 | 319.842.892 $ | +319.842.889 $ | +10.661.429.633,3 % | 1 | ||
| Coca-Cola Consolidated, Inc. | COKE | → 0 | Stark | 280.052.720 $ | -593.666 $ | -0,2 % | 1 | 280.646.386 $ | +56.463.532 $ | +25,2 % | 1 | 224.182.854 $ | +52.863.653 $ | +30,9 % | 1 | 171.319.201 $ | +8.032.528 $ | +4,9 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 195.597.295 $ | +18.340.194 $ | +10,3 % | 1 | 177.257.101 $ | -7.455.450 $ | -4,0 % | 1 | 184.712.551 $ | +16.928.722 $ | +10,1 % | 1 | 167.783.829 $ | +35.288.777 $ | +26,6 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 152.624.789 $ | +34.986.826 $ | +29,7 % | 1 | 117.637.963 $ | -7.220.382 $ | -5,8 % | 1 | 124.858.345 $ | +28.410.626 $ | +29,5 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 136.985.834 $ | +19.886.994 $ | +17,0 % | 1 | 117.098.840 $ | -8.213.896 $ | -6,6 % | 1 | 125.312.736 $ | -2.454.828 $ | -1,9 % | 1 | 127.767.564 $ | +25.875.708 $ | +25,4 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 112.698.421 $ | -7.634.578 $ | -6,3 % | 1 | 120.332.999 $ | +13.013.735 $ | +12,1 % | 1 | ||||||||
| 2.374.455.600 $ | +693.206.928 $ | +4.731,2 % | 6 | 2.095.273.183 $ | +328.705.078 $ | +151,3 % | 6 | 2.223.479.708 $ | +520.852.144 $ | +145,0 % | 7 | 1.889.107.650 $ | +508.058.675 $ | +1.776.904.952,4 % | 6 | ||||