| 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 | ||||
| 200.380.673 $ | +18.005.683 $ | +690,1 % | 7 | 189.149.336 $ | +3.247.599 $ | +431,6 % | 9 | 184.921.532 $ | +42.903.162 $ | +190,9 % | 9 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 113.013.426 $ | -4.696.200 $ | -4,0 % | 1 | 117.709.626 $ | +1.156.929 $ | +1,0 % | 1 | 116.552.697 $ | +3.951.907 $ | +3,5 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 40.496.520 $ | +39.546.754 $ | +4.163,8 % | 1 | 39.463.739 $ | +38.493.128 $ | +3.965,9 % | 1 | 37.122.635 $ | +34.791.125 $ | +1.492,2 % | 1 | ||
| ENTERPRISE PRODUCTS PARTNERS L.P. | EPD | → 0 | 20.936.285 $ | +3.585.537 $ | +20,7 % | 1 | 17.350.748 $ | +654.540 $ | +3,9 % | 1 | 16.696.208 $ | +477.619 $ | +2,9 % | 1 | |
| STURM RUGER & CO INC | RGR | → 0 | Stark | 15.915.730 $ | +15.915.730 $ | 1 | |||||||||
| PLAINS GP HOLDINGS LP | PAGP | → 0 | 6.191.400 $ | +1.808.340 $ | +41,3 % | 1 | 4.383.060 $ | +206.100 $ | +4,9 % | 1 | 4.176.960 $ | -78.210 $ | -1,8 % | 1 | |
| Carlyle Group Inc. | CG | → 0 | Schwach | 3.246.367 $ | -154.481 $ | -4,5 % | 1 | 3.400.848 $ | +3.400.848 $ | 1 | |||||
| WELLS FARGO & CO | → 0 | 2.137.112 $ | -38.359.408 $ | -94,7 % | 1 | 2.241.963 $ | -37.221.776 $ | -94,3 % | 1 | 2.331.510 $ | -132.828 $ | -5,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 1.779.633 $ | +45.313 $ | +2,6 % | 1 | 1.734.320 $ | +307.130 $ | +21,5 % | 1 | ||||
| TC ENERGY CORP | TRP | → 0 | Schwach | 1.690.200 $ | +204.930 $ | +13,8 % | 1 | 1.485.270 $ | +16.200 $ | +1,1 % | 1 | 1.469.070 $ | +151.740 $ | +11,5 % | 1 |
| BlackRock Fund Advisors | → 0 | 1.488.930 $ | +51.646 $ | +3,6 % | 1 | 1.437.284 $ | +33.831 $ | +2,4 % | 1 | ||||||
| 200.380.673 $ | +18.005.683 $ | +690,1 % | 7 | 189.149.336 $ | +3.247.599 $ | +431,6 % | 9 | 184.921.532 $ | +42.903.162 $ | +190,9 % | 9 | ||||