| 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 | ||||
| 68.561.374 $ | +23.338.955 $ | +60,7 % | 7 | 69.504.635 $ | +24.076.296 $ | +845,2 % | 8 | 60.994.226 $ | +14.381.109 $ | +46,0 % | 5 | 48.850.507 $ | +11.228.523 $ | +10,5 % | 5 | ||||
| MAI Capital Management | → 0 | 15.490.548 $ | +4.403.663 $ | +39,7 % | 1 | 11.086.885 $ | -6.397.435 $ | -36,6 % | 1 | 17.484.320 $ | +1.242.843 $ | +7,7 % | 1 | 16.241.477 $ | +1.409.826 $ | +9,5 % | 1 | ||
| Invesco Ltd. | IVZ | → 0 | Stark | 8.883.819 $ | -7.354.568 $ | -45,3 % | 1 | 16.238.387 $ | +10.677.494 $ | +192,0 % | 1 | ||||||||
| KEATING INVESTMENT COUNSELORS INC | → 0 | 13.671.986 $ | +13.324.614 $ | +3.835,8 % | 1 | ||||||||||||||
| BlackRock Finance, Inc. | → 0 | 11.648.180 $ | +4.204.356 $ | +56,5 % | 1 | 7.443.824 $ | +5.585.818 $ | +300,6 % | 1 | ||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 9.714.704 $ | +4.653.571 $ | +91,9 % | 1 | 10.024.005 $ | +1.065.366 $ | +11,9 % | 1 | 8.958.639 $ | +1.375.909 $ | +18,1 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 8.912.988 $ | +4.479.383 $ | +101,0 % | 1 | 8.393.433 $ | +1.047.343 $ | +14,3 % | 1 | 7.346.090 $ | +7.346.090 $ | 1 | |||||
| Swan Global Investments, LLC | → 0 | 8.228.582 $ | +942.821 $ | +12,9 % | 1 | 7.285.761 $ | -1.568.320 $ | -17,7 % | 1 | 8.854.081 $ | +348.063 $ | +4,1 % | 1 | 8.506.018 $ | +835.171 $ | +10,9 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 7.798.283 $ | +261.527 $ | +3,5 % | 1 | ||||||||||||
| Invesco Exchange-Traded Fund Trust II | → 0 | 7.384.331 $ | +7.384.331 $ | 1 | |||||||||||||||
| VANGUARD GROUP INC | → 0 | 7.330.383 $ | +6.684.210 $ | +1.034,4 % | 1 | ||||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 7.329.886 $ | +3.836.321 $ | +109,8 % | 1 | ||||||||||||
| Spartan Planning & Wealth Management | → 0 | 7.236.486 $ | +818.840 $ | +12,8 % | 1 | 6.417.646 $ | +6.417.646 $ | 1 | |||||||||||
| 68.561.374 $ | +23.338.955 $ | +60,7 % | 7 | 69.504.635 $ | +24.076.296 $ | +845,2 % | 8 | 60.994.226 $ | +14.381.109 $ | +46,0 % | 5 | 48.850.507 $ | +11.228.523 $ | +10,5 % | 5 | ||||