| 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 | ||||
| 435.140.674 $ | +58.034.802 $ | +3.725,1 % | 7 | 420.417.428 $ | +70.368.590 $ | +314,4 % | 7 | 397.305.769 $ | +122.048.849 $ | +453,3 % | 7 | 232.296.762 $ | +24.165.543 $ | +12,0 % | 4 | ||||
| iSHARES TRUST | → 0 | 98.644.941 $ | +13.110.829 $ | +15,3 % | 1 | 85.534.112 $ | -3.607.560 $ | -4,0 % | 1 | 89.141.672 $ | +12.976.914 $ | +17,0 % | 1 | 76.164.758 $ | +9.221.169 $ | +13,8 % | 1 | ||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 71.100.857 $ | -18.896.517 $ | -21,0 % | 1 | 89.997.374 $ | +25.337.220 $ | +39,2 % | 1 | 64.660.154 $ | +8.802.538 $ | +15,8 % | 1 | 55.857.616 $ | +2.462.526 $ | +4,6 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 62.574.801 $ | +8.865.116 $ | +16,5 % | 1 | 53.709.685 $ | -3.819.268 $ | -6,6 % | 1 | 57.528.953 $ | +5.522.705 $ | +10,6 % | 1 | 52.006.248 $ | +10.549.306 $ | +25,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 57.903.481 $ | +10.871.298 $ | +23,1 % | 1 | 47.032.183 $ | -4.159.309 $ | -8,1 % | 1 | 51.191.492 $ | +15.608.566 $ | +43,9 % | 1 | ||||
| CHEVRON CORP | CVX | → 0 | Stark | 45.154.147 $ | -11.206.815 $ | -19,9 % | 1 | 56.360.962 $ | +14.770.593 $ | +35,5 % | 1 | ||||||||
| ISHARES TR | → 0 | 55.170.598 $ | +54.959.707 $ | +26.060,7 % | 1 | 43.522.447 $ | +41.583.177 $ | +2.144,3 % | 1 | 43.331.971 $ | +41.604.629 $ | +2.408,6 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 47.454.599 $ | -813.541 $ | -1,7 % | 1 | 48.268.140 $ | +1.932.542 $ | +4,2 % | 1 | ||||||||
| SONATA CAPITAL GROUP INC | → 0 | 44.591.849 $ | +331.184 $ | +0,7 % | 1 | 44.260.665 $ | +263.737 $ | +0,6 % | 1 | 43.996.928 $ | +38.347.038 $ | +678,7 % | 1 | ||||||
| 435.140.674 $ | +58.034.802 $ | +3.725,1 % | 7 | 420.417.428 $ | +70.368.590 $ | +314,4 % | 7 | 397.305.769 $ | +122.048.849 $ | +453,3 % | 7 | 232.296.762 $ | +24.165.543 $ | +12,0 % | 4 | ||||