| 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 | ||||
| 830.146.659 $ | -12.515.135 $ | -1,6 % | 8 | 872.413.860 $ | +28.896.255 $ | +5,2 % | 9 | 819.891.551 $ | +54.992.802 $ | +8,6 % | 8 | ||||
| Ancora Advisors LLC | → 0 | 225.396.757 $ | -1.269.339 $ | -0,6 % | 1 | 226.666.096 $ | +7.326.475 $ | +3,3 % | 1 | 219.339.621 $ | +19.890.872 $ | +10,0 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 185.337.453 $ | -21.630.750 $ | -10,5 % | 1 | 206.968.203 $ | +10.516.838 $ | +5,4 % | 1 | 196.451.365 $ | +10.871.677 $ | +5,9 % | 1 | ||
| ATMOS ENERGY CORP | ATO | → 0 | Stark | 195.534.483 $ | +17.781.420 $ | +10,0 % | 1 | 177.753.063 $ | -192.645 $ | -0,1 % | 1 | 177.945.708 $ | +17.189.716 $ | +10,7 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 55.680.413 $ | -4.514.978 $ | -7,5 % | 1 | 60.195.391 $ | -598.286 $ | -1,0 % | 1 | 60.793.677 $ | +1.624.781 $ | +2,7 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 59.393.620 $ | -1.333.818 $ | -2,2 % | 1 | 60.727.438 $ | +4.691.500 $ | +8,4 % | 1 | 56.035.938 $ | +11.295.553 $ | +25,2 % | 1 |
| iSHARES TRUST | → 0 | 45.403.755 $ | -3.105.039 $ | -6,4 % | 1 | 48.508.794 $ | +1.131.355 $ | +2,4 % | 1 | 47.377.439 $ | -14.509.268 $ | -23,4 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 36.349.777 $ | +4.583.220 $ | +14,4 % | 1 | 31.766.557 $ | +3.518.308 $ | +12,5 % | 1 | 28.248.249 $ | +6.993.375 $ | +32,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 29.752.066 $ | -3.947.488 $ | -11,7 % | 1 | 33.699.554 $ | +1.636.096 $ | +5,1 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 27.050.401 $ | -3.025.851 $ | -10,1 % | 1 | 30.076.252 $ | +6.450.198 $ | +27,3 % | 1 | ||||
| 830.146.659 $ | -12.515.135 $ | -1,6 % | 8 | 872.413.860 $ | +28.896.255 $ | +5,2 % | 9 | 819.891.551 $ | +54.992.802 $ | +8,6 % | 8 | ||||