| 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 | ||||
| 595.660.872 $ | -2.486.986 $ | +139,8 % | 8 | 683.177.984 $ | +57.088.676 $ | +143,8 % | 9 | 639.801.858 $ | +99.735.415 $ | +33,0 % | 8 | ||||
| KCM INVESTMENT ADVISORS LLC | → 0 | 139.265.445 $ | -6.979.315 $ | -4,8 % | 1 | 146.244.760 $ | -11.434.882 $ | -7,3 % | 1 | 157.679.642 $ | +17.935.804 $ | +12,8 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 105.241.069 $ | -10.147.857 $ | -8,8 % | 1 | 115.388.926 $ | +3.290.087 $ | +2,9 % | 1 | 112.098.839 $ | +9.002.143 $ | +8,7 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 93.067.188 $ | -8.038.205 $ | -8,0 % | 1 | 101.105.393 $ | +5.651.641 $ | +5,9 % | 1 | 95.453.752 $ | +18.178.316 $ | +23,5 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 63.417.003 $ | -1.373.835 $ | -2,1 % | 1 | 64.790.838 $ | +634.998 $ | +1,0 % | 1 | 64.155.840 $ | +129.852 $ | +0,2 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 53.724.819 $ | -5.998.813 $ | -10,0 % | 1 | 59.723.632 $ | +13.789.647 $ | +30,0 % | 1 | 45.933.985 $ | +12.242.451 $ | +36,3 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 42.441.375 $ | -12.188.140 $ | -22,3 % | 1 | 54.629.515 $ | -3.066.619 $ | -5,3 % | 1 | 57.696.134 $ | +1.977.823 $ | +3,5 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 49.495.851 $ | -2.939.170 $ | -5,6 % | 1 | 52.435.021 $ | -1.645.656 $ | -3,0 % | 1 | 54.080.677 $ | +7.631.353 $ | +16,4 % | 1 |
| VANGUARD SPECIALIZED FUNDS | → 0 | 49.008.122 $ | +45.178.349 $ | +1.179,7 % | 1 | 50.922.004 $ | +47.183.174 $ | +1.262,0 % | 1 | 52.702.989 $ | +32.637.673 $ | +162,7 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 37.937.895 $ | +2.686.286 $ | +7,6 % | 1 | ||||||||
| 595.660.872 $ | -2.486.986 $ | +139,8 % | 8 | 683.177.984 $ | +57.088.676 $ | +143,8 % | 9 | 639.801.858 $ | +99.735.415 $ | +33,0 % | 8 | ||||