| 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 | ||||
| 392.851.864 $ | +43.192.068 $ | +40,6 % | 7 | 341.775.159 $ | +52.485.105 $ | +17,5 % | 6 | 295.961.998 $ | +15.299.228 $ | +4,9 % | 6 | 280.662.770 $ | +84.254.104 $ | +17,5 % | 6 | ||||
| Ancora Advisors LLC | → 0 | 90.593.806 $ | +4.078.776 $ | +4,7 % | 1 | 86.515.030 $ | +19.219.464 $ | +28,6 % | 1 | 67.295.566 $ | +13.818.111 $ | +25,8 % | 1 | 53.477.455 $ | +53.477.455 $ | 1 | |||
| VANGUARD GROUP INC | → 0 | 85.643.440 $ | +3.241.634 $ | +3,9 % | 1 | 82.401.806 $ | +7.895.019 $ | +10,6 % | 1 | 74.506.787 $ | +4.565.782 $ | +6,5 % | 1 | 69.941.005 $ | +9.252.154 $ | +15,2 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 65.444.033 $ | +855.544 $ | +1,3 % | 1 | 64.588.489 $ | +17.825.287 $ | +38,1 % | 1 | 46.763.202 $ | -5.420.046 $ | -10,4 % | 1 | 52.183.248 $ | +11.070.381 $ | +26,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 44.285.164 $ | +2.939.471 $ | +7,1 % | 1 | 41.345.693 $ | +5.503.440 $ | +15,4 % | 1 | 35.842.253 $ | +4.496.947 $ | +14,3 % | 1 | 31.345.306 $ | +9.217.697 $ | +41,7 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 41.554.489 $ | +3.350.866 $ | +8,8 % | 1 | 38.203.623 $ | -2.323.811 $ | -5,7 % | 1 | 40.527.434 $ | +1.936.757 $ | +5,0 % | 1 | 38.590.677 $ | +2.614.495 $ | +7,3 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 36.102.367 $ | +8.405.867 $ | +30,3 % | 1 | 31.026.756 $ | -4.098.323 $ | -11,7 % | 1 | 35.125.079 $ | -1.378.078 $ | -3,8 % | 1 | ||||
| VANGUARD NY TAX FREE FDS | → 0 | 29.228.565 $ | +20.319.910 $ | +228,1 % | 1 | ||||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 28.720.518 $ | +4.365.706 $ | +17,9 % | 1 | ||||||||||||
| 392.851.864 $ | +43.192.068 $ | +40,6 % | 7 | 341.775.159 $ | +52.485.105 $ | +17,5 % | 6 | 295.961.998 $ | +15.299.228 $ | +4,9 % | 6 | 280.662.770 $ | +84.254.104 $ | +17,5 % | 6 | ||||