| 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 | ||||
| 193.435.159 $ | +17.308.158 $ | +10,5 % | 7 | 163.034.525 $ | -13.065.313 $ | -7,6 % | 6 | 176.099.838 $ | +2.044.174 $ | +1,4 % | 6 | 174.055.664 $ | +14.517.596 $ | +10,9 % | 6 | ||||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | → 0 | 51.980.121 $ | +3.894.096 $ | +8,1 % | 1 | 48.086.025 $ | -538.434 $ | -1,1 % | 1 | 48.624.459 $ | +6.991.119 $ | +16,8 % | 1 | 41.633.340 $ | +6.283.260 $ | +17,8 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 21.316.973 $ | -68.858 $ | -0,3 % | 1 | 21.385.831 $ | -7.684.082 $ | -26,4 % | 1 | 29.069.913 $ | -5.575.762 $ | -16,1 % | 1 | 34.645.675 $ | +582.044 $ | +1,7 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 32.732.981 $ | +3.553.730 $ | +12,2 % | 1 | 29.179.251 $ | -2.283.106 $ | -7,3 % | 1 | 31.462.357 $ | -649.032 $ | -2,0 % | 1 | 32.111.389 $ | +2.849.840 $ | +9,7 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 24.726.967 $ | +811.307 $ | +3,4 % | 1 | 23.915.660 $ | -1.020.150 $ | -4,1 % | 1 | 24.935.810 $ | -2.006.100 $ | -7,4 % | 1 | 26.941.910 $ | -1.321.928 $ | -4,7 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 24.936.893 $ | +4.604.191 $ | +22,6 % | 1 | 20.332.702 $ | -1.722.866 $ | -7,8 % | 1 | 22.055.568 $ | +3.181.484 $ | +16,9 % | 1 | 18.874.084 $ | +4.764.592 $ | +33,8 % | 1 |
| iSHARES TRUST | → 0 | 22.716.272 $ | +2.581.216 $ | +12,8 % | 1 | 20.135.056 $ | +183.325 $ | +0,9 % | 1 | 19.951.731 $ | +102.465 $ | +0,5 % | 1 | 19.849.266 $ | +1.359.788 $ | +7,4 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 15.024.952 $ | +1.932.476 $ | +14,8 % | 1 | ||||||||||||
| 193.435.159 $ | +17.308.158 $ | +10,5 % | 7 | 163.034.525 $ | -13.065.313 $ | -7,6 % | 6 | 176.099.838 $ | +2.044.174 $ | +1,4 % | 6 | 174.055.664 $ | +14.517.596 $ | +10,9 % | 6 | ||||