| 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 | ||||
| 103.034.997 $ | +629.048 $ | -2,1 % | 7 | 102.405.949 $ | -8.190.712 $ | -13,3 % | 7 | 110.596.661 $ | -4.810.220 $ | -1,8 % | 6 | 126.513.103 $ | +9.915.767 $ | +0,5 % | 7 | ||||
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 23.141.249 $ | +2.345.019 $ | +11,3 % | 1 | 20.796.230 $ | -6.172.617 $ | -22,9 % | 1 | 26.968.847 $ | -2.964.514 $ | -9,9 % | 1 | 29.933.361 $ | +2.421.772 $ | +8,8 % | 1 |
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Sehr stark | 25.377.337 $ | +2.347.796 $ | +10,2 % | 1 | 23.029.541 $ | -3.424.691 $ | -12,9 % | 1 | 26.454.232 $ | -2.233.950 $ | -7,8 % | 1 | 28.688.182 $ | -2.312.944 $ | -7,5 % | 1 |
| SCHWAB CHARLES CORP | SCHW | → 0 | Sehr stark | 16.931.453 $ | -313.783 $ | -1,8 % | 1 | 17.245.236 $ | -1.088.149 $ | -5,9 % | 1 | 18.333.385 $ | -617.315 $ | -3,3 % | 1 | 18.950.700 $ | +839.651 $ | +4,6 % | 1 |
| Ulta Beauty, Inc. | ULTA | → 0 | Neutral | 9.774.090 $ | -1.554.604 $ | -13,7 % | 1 | 11.328.694 $ | -2.691.203 $ | -19,2 % | 1 | 14.019.897 $ | -290.191 $ | -2,0 % | 1 | 14.310.088 $ | +2.065.835 $ | +16,9 % | 1 |
| FISERV INC | FISV | → 0 | Stark | 9.319.500 $ | -1.282.500 $ | -12,1 % | 1 | 10.602.000 $ | -2.160.300 $ | -16,9 % | 1 | 12.762.300 $ | +1.803.250 $ | +16,5 % | 1 | 10.959.050 $ | +10.959.050 $ | 1 | |
| LOWES COMPANIES INC | LOW | → 0 | Neutral | 11.024.500 $ | -789.500 $ | -6,7 % | 1 | 11.814.000 $ | -244.000 $ | -2,0 % | 1 | 12.058.000 $ | -507.500 $ | -4,0 % | 1 | 12.565.500 $ | +1.472.000 $ | +13,3 % | 1 |
| CARMAX INC | KMX | → 0 | Stark | 11.106.222 $ | -5.529.597 $ | -33,2 % | 1 | ||||||||||||
| BROWN & BROWN, INC. | BRO | → 0 | Neutral | 7.466.868 $ | -123.380 $ | -1,6 % | 1 | 7.590.248 $ | +7.590.248 $ | 1 | |||||||||
| 103.034.997 $ | +629.048 $ | -2,1 % | 7 | 102.405.949 $ | -8.190.712 $ | -13,3 % | 7 | 110.596.661 $ | -4.810.220 $ | -1,8 % | 6 | 126.513.103 $ | +9.915.767 $ | +0,5 % | 7 | ||||