| 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 | ||||
| 332.411.991 $ | +27.587.365 $ | -4,5 % | 9 | 304.824.626 $ | +15.966.285 $ | +6,4 % | 8 | 288.858.341 $ | +38.671.515 $ | +15,0 % | 8 | ||||
| TE Connectivity plc | TEL | → 0 | Neutral | 48.919.877 $ | -4.291.754 $ | -8,1 % | 1 | 53.211.631 $ | -2.864.673 $ | -5,1 % | 1 | 56.076.304 $ | +14.146.966 $ | +33,7 % | 1 |
| Bank of New York Mellon Corp | BK | → 0 | 54.515.349 $ | +809.097 $ | +1,5 % | 1 | 53.706.252 $ | +4.663.465 $ | +9,5 % | 1 | 49.042.787 $ | +9.233.275 $ | +23,2 % | 1 | |
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Sehr stark | 42.655.542 $ | +42.655.542 $ | 1 | |||||||||
| Alphabet Inc. | GOOGL | → 0 | Stark | 29.102.808 $ | -11.872.882 $ | -29,0 % | 1 | 40.975.690 $ | +10.035.585 $ | +32,4 % | 1 | 30.940.105 $ | +9.007.960 $ | +41,1 % | 1 |
| Aon plc | AON | → 0 | Stark | 40.885.251 $ | +8.188.449 $ | +25,0 % | 1 | 32.696.802 $ | +552.541 $ | +1,7 % | 1 | 32.144.261 $ | +916.701 $ | +2,9 % | 1 |
| LAMAR ADVERTISING CO/NEW | LAMR | → 0 | Neutral | 40.067.624 $ | +1.038.580 $ | +2,7 % | 1 | 39.029.044 $ | +1.608.433 $ | +4,3 % | 1 | 37.420.611 $ | +1.403.512 $ | +3,9 % | 1 |
| AUTOLIV INC | ALV | → 0 | Stark | 33.117.513 $ | -4.214.468 $ | -11,3 % | 1 | 37.331.981 $ | -459.884 $ | -1,2 % | 1 | 37.791.865 $ | +4.580.840 $ | +13,8 % | 1 |
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Sehr stark | 27.908.029 $ | -4.034.711 $ | -12,6 % | 1 | 31.942.740 $ | +1.999.806 $ | +6,7 % | 1 | 29.942.934 $ | -1.570.830 $ | -5,0 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 15.239.998 $ | -690.488 $ | -4,3 % | 1 | 15.930.486 $ | +431.012 $ | +2,8 % | 1 | 15.499.474 $ | +953.091 $ | +6,6 % | 1 |
| 332.411.991 $ | +27.587.365 $ | -4,5 % | 9 | 304.824.626 $ | +15.966.285 $ | +6,4 % | 8 | 288.858.341 $ | +38.671.515 $ | +15,0 % | 8 | ||||