| 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 | ||||
| 963.795.062 $ | +210.045.495 $ | +50,2 % | 7 | 780.756.053 $ | +63.517.604 $ | +2.217,1 % | 7 | 680.759.736 $ | +680.759.736 $ | 5 | 711.634.092 $ | +106.331.974 $ | +16,3 % | 6 | |||||
| COZAD ASSET MANAGEMENT INC | → 0 | 346.135.947 $ | +58.845.588 $ | +20,5 % | 1 | 287.290.359 $ | -1.302.465 $ | -0,5 % | 1 | 288.592.824 $ | +288.592.824 $ | 1 | |||||||
| Apple Inc. | AAPL | → 0 | Neutral | 240.067.223 $ | +48.923.767 $ | +25,6 % | 1 | ||||||||||||
| MAI Capital Management | → 0 | 172.339.187 $ | +30.157.778 $ | +21,2 % | 1 | 142.181.409 $ | +3.143.897 $ | +2,3 % | 1 | 139.037.512 $ | +139.037.512 $ | 1 | |||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 154.457.125 $ | +25.547.677 $ | +19,8 % | 1 | ||||||||||||
| iSHARES TRUST | → 0 | 123.191.110 $ | +24.892.297 $ | +25,3 % | 1 | 98.298.813 $ | -1.003.637 $ | -1,0 % | 1 | 99.302.450 $ | +99.302.450 $ | 1 | |||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 107.026.634 $ | +6.459.887 $ | +6,4 % | 1 | ||||||||||||
| WisdomTree, Inc. | WT | → 0 | Stark | 103.280.738 $ | +21.691.898 $ | +26,6 % | 1 | 81.588.840 $ | +5.908.980 $ | +7,8 % | 1 | 75.679.860 $ | +75.679.860 $ | 1 | |||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 87.516.278 $ | +24.713.570 $ | +39,4 % | 1 | 62.802.708 $ | -15.344.382 $ | -19,6 % | 1 | 78.147.090 $ | +78.147.090 $ | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 75.446.346 $ | +21.203.452 $ | +39,1 % | 1 | ||||||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 73.739.339 $ | +581.063 $ | +0,8 % | 1 | ||||||||||||
| SPDR SERIES TRUST | → 0 | 73.466.876 $ | +50.492.955 $ | +219,8 % | 1 | 49.980.407 $ | +49.659.379 $ | +15.468,9 % | 1 | ||||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 60.897.425 $ | +3.616.128 $ | +6,3 % | 1 | ||||||||||||
| Ancora Advisors LLC | → 0 | 57.864.926 $ | -748.591 $ | -1,3 % | 1 | 58.613.517 $ | +22.455.832 $ | +62,1 % | 1 | ||||||||||
| 963.795.062 $ | +210.045.495 $ | +50,2 % | 7 | 780.756.053 $ | +63.517.604 $ | +2.217,1 % | 7 | 680.759.736 $ | +680.759.736 $ | 5 | 711.634.092 $ | +106.331.974 $ | +16,3 % | 6 | |||||