| 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 | ||||
| 639.318.121 $ | +251.254.932 $ | +378,6 % | 13 | 317.071.481 $ | +129.624.683 $ | +168,1 % | 5 | 270.815.908 $ | -31.686.180 $ | +34,2 % | 4 | 296.019.196 $ | +115.237.691 $ | +19,7 % | 3 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 177.684.785 $ | +7.301.810 $ | +4,3 % | 1 | 170.382.975 $ | +6.591.375 $ | +4,0 % | 1 | 163.791.600 $ | +130.200 $ | +0,1 % | 1 | 163.661.400 $ | +2.710.850 $ | +1,7 % | 1 |
| iSHARES TRUST | → 0 | 80.231.525 $ | +30.240.925 $ | +60,5 % | 1 | 49.990.600 $ | -55.041.655 $ | -52,4 % | 1 | 105.032.255 $ | +105.032.255 $ | 1 | |||||||
| VANGUARD GROUP INC | → 0 | 50.003.250 $ | +50.003.250 $ | 1 | |||||||||||||||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 44.402.648 $ | +3.582.648 $ | +8,8 % | 1 | 40.820.000 $ | +40.820.000 $ | 1 | |||||||||||
| Solstice Advanced Materials Inc. | SOLS | → 0 | Schwach | 42.936.978 $ | +19.583.276 $ | +83,9 % | 1 | ||||||||||||
| KLA CORP | KLAC | → 0 | Stark | 41.255.825 $ | +40.069.063 $ | +3.376,3 % | 1 | ||||||||||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 36.882.644 $ | +20.174.781 $ | +120,8 % | 1 | 27.325.541 $ | +7.494.586 $ | +37,8 % | 1 | ||||||||
| Booking Holdings Inc. | BKNG | → 0 | Schwach | 35.678.252 $ | +35.678.252 $ | 1 | |||||||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 33.307.610 $ | +26.360.275 $ | +379,4 % | 1 | ||||||||||||
| MASCO CORP /DE/ | MAS | → 0 | Neutral | 30.650.289 $ | +14.477.770 $ | +89,5 % | 1 | ||||||||||||
| INTEL CORP | INTC | → 0 | Neutral | 29.404.688 $ | +18.430.517 $ | +167,9 % | 1 | ||||||||||||
| CME GROUP INC. | CME | → 0 | Neutral | 29.246.725 $ | +11.525.725 $ | +65,0 % | 1 | ||||||||||||
| CSX CORP | CSX | → 0 | Neutral | 29.047.389 $ | +4.577.115 $ | +18,7 % | 1 | ||||||||||||
| INCYTE CORP | INCY | → 0 | Stark | 28.839.691 $ | +12.553.919 $ | +77,1 % | 1 | ||||||||||||
| ENTEGRIS INC | ENTG | → 0 | Neutral | 28.674.540 $ | +7.397.356 $ | +34,8 % | 1 | ||||||||||||
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Schwach | 28.542.962 $ | +22.140.561 $ | +345,8 % | 1 | ||||||||||||
| Public Storage | PSA | → 0 | Neutral | 27.801.514 $ | +27.801.514 $ | 1 | |||||||||||||
| DEVON ENERGY CORP/DE | DVN | → 0 | Stark | 27.629.020 $ | +4.794.758 $ | +21,0 % | 1 | ||||||||||||
| 639.318.121 $ | +251.254.932 $ | +378,6 % | 13 | 317.071.481 $ | +129.624.683 $ | +168,1 % | 5 | 270.815.908 $ | -31.686.180 $ | +34,2 % | 4 | 296.019.196 $ | +115.237.691 $ | +19,7 % | 3 | ||||