| 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 | ||||
| 7.023.016.638 $ | +2.116.217.746 $ | +70,1 % | 8 | 3.963.470.748 $ | +1.593.735.005 $ | +69,9 % | 5 | 4.367.905.107 $ | +766.032.923 $ | +19,3 % | 5 | 4.894.263.064 $ | +780.454.091 $ | +38,7 % | 7 | ||||
| VISA INC. | V | → 0 | Neutral | 1.463.159.112 $ | +220.659.539 $ | +17,8 % | 1 | 1.242.499.573 $ | +95.327.514 $ | +8,3 % | 1 | 1.147.172.059 $ | +333.536.184 $ | +41,0 % | 1 | 813.635.875 $ | +135.378.534 $ | +20,0 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 851.686.063 $ | +359.474.491 $ | +73,0 % | 1 | 1.360.105.927 $ | +470.134.044 $ | +52,8 % | 1 | 889.971.883 $ | +157.782.988 $ | +21,5 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.163.018.908 $ | +170.583.996 $ | +17,2 % | 1 | 992.434.912 $ | +653.917.514 $ | +193,2 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 845.685.015 $ | -92.212.630 $ | -9,8 % | 1 | 937.897.645 $ | +20.640.776 $ | +2,3 % | 1 | ||||||||
| AMPHENOL CORP /DE/ | APH | → 0 | Neutral | 858.094.428 $ | +495.298.976 $ | +136,5 % | 1 | ||||||||||||
| MOODYS CORP /DE/ | MCO | → 0 | Stark | 771.879.399 $ | +97.580.861 $ | +14,5 % | 1 | 674.298.538 $ | +279.202.550 $ | +70,7 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 683.897.616 $ | +217.374.477 $ | +46,6 % | 1 | ||||||||||||
| Medline Inc. | MDLN | → 0 | Neutral | 649.611.665 $ | +455.333.476 $ | +234,4 % | 1 | ||||||||||||
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Neutral | 639.264.154 $ | -64.702.118 $ | -9,2 % | 1 | ||||||||||||
| Ferguson Enterprises Inc. /DE/ | FERG | → 0 | Neutral | 583.958.306 $ | +97.651.569 $ | +20,1 % | 1 | ||||||||||||
| Vulcan Materials CO | VMC | → 0 | Neutral | 581.669.447 $ | +99.911.930 $ | +20,7 % | 1 | ||||||||||||
| LINDE PLC | LIN | → 0 | Neutral | 529.655.607 $ | +529.655.607 $ | 1 | |||||||||||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 524.582.118 $ | +35.631.820 $ | +7,3 % | 1 | ||||||||||||
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 513.467.759 $ | -5.192.007 $ | -1,0 % | 1 | 518.659.766 $ | +342.404.682 $ | +194,3 % | 1 | ||||||||
| CRH PUBLIC LTD CO | CRH | → 0 | Stark | 510.875.435 $ | +91.297.660 $ | +21,8 % | 1 | ||||||||||||
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 501.474.347 $ | +59.767.332 $ | +13,5 % | 1 | ||||||||||||
| 7.023.016.638 $ | +2.116.217.746 $ | +70,1 % | 8 | 3.963.470.748 $ | +1.593.735.005 $ | +69,9 % | 5 | 4.367.905.107 $ | +766.032.923 $ | +19,3 % | 5 | 4.894.263.064 $ | +780.454.091 $ | +38,7 % | 7 | ||||