| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 222.422.254 $ | +54.309.062 $ | +318,9 % | 8 | 201.460.025 $ | +32.567.109 $ | +276,8 % | 8 | 218.410.396 $ | +45.382.699 $ | +347,9 % | 9 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 68.669.913 $ | +2.743.392 $ | +4,2 % | 1 | 65.926.521 $ | +2.028.716 $ | +3,2 % | 1 | 63.897.805 $ | +4.687.807 $ | +7,9 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 28.825.794 $ | +392.724 $ | +1,4 % | 1 | 28.433.070 $ | -1.905.570 $ | -6,3 % | 1 | 30.338.640 $ | +4.189.170 $ | +16,0 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 23.690.312 $ | +2.879.058 $ | +13,8 % | 1 | 20.811.254 $ | +2.198.195 $ | +11,8 % | 1 | 18.613.059 $ | +4.711.420 $ | +33,9 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 23.203.252 $ | +22.121.457 $ | +2.044,9 % | 1 | 20.798.610 $ | +18.880.157 $ | +984,1 % | 1 | 18.734.123 $ | +18.120.367 $ | +2.952,4 % | 1 | ||
| MAI Capital Management | → 0 | 21.726.972 $ | +6.671.906 $ | +44,3 % | 1 | 15.055.066 $ | -3.056.734 $ | -16,9 % | 1 | 18.111.800 $ | +1.516.747 $ | +9,1 % | 1 | ||
| ISHARES TR | → 0 | 21.073.302 $ | +17.083.043 $ | +428,1 % | 1 | 17.620.277 $ | +16.315.069 $ | +1.250,0 % | 1 | 18.998.696 $ | +6.518.818 $ | +52,2 % | 1 | ||
| iSHARES TRUST | → 0 | 19.722.815 $ | +1.344.519 $ | +7,3 % | 1 | 18.378.296 $ | -524.617 $ | -2,8 % | 1 | 18.902.913 $ | +73.289 $ | +0,4 % | 1 | ||
| SHERWIN WILLIAMS CO | SHW | → 0 | Neutral | 15.509.894 $ | +1.072.963 $ | +7,4 % | 1 | 14.436.931 $ | -1.368.107 $ | -8,7 % | 1 | 15.805.038 $ | +12.195 $ | +0,1 % | 1 |
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 15.008.322 $ | +5.552.886 $ | +58,7 % | 1 | ||||||||||
| 222.422.254 $ | +54.309.062 $ | +318,9 % | 8 | 201.460.025 $ | +32.567.109 $ | +276,8 % | 8 | 218.410.396 $ | +45.382.699 $ | +347,9 % | 9 | ||||