| 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 | ||||
| 116.563.270 $ | +29.904.401 $ | +952,9 % | 6 | 104.781.995 $ | +16.315.555 $ | +948,4 % | 6 | 112.561.384 $ | +9.685.566 $ | +9,7 % | 7 | 96.712.594 $ | +15.339.594 $ | +21,2 % | 6 | ||||
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 26.600.188 $ | +3.657.238 $ | +15,9 % | 1 | 22.942.950 $ | +427.877 $ | +1,9 % | 1 | 22.515.073 $ | +3.060.080 $ | +15,7 % | 1 | 19.454.993 $ | +2.575.993 $ | +15,3 % | 1 | ||
| iSHARES TRUST | → 0 | 26.493.763 $ | +2.780.097 $ | +11,7 % | 1 | 23.713.666 $ | +1.506.375 $ | +6,8 % | 1 | 22.207.291 $ | +4.542.211 $ | +25,7 % | 1 | 17.665.080 $ | +6.933.080 $ | +64,6 % | 1 | ||
| MAI Capital Management | → 0 | 24.628.533 $ | +1.988.087 $ | +8,8 % | 1 | 22.640.446 $ | -3.809.128 $ | -14,4 % | 1 | 26.449.574 $ | +694.533 $ | +2,7 % | 1 | 25.755.041 $ | +2.109.041 $ | +8,9 % | 1 | ||
| ISHARES TR | → 0 | 19.502.275 $ | +19.163.268 $ | +5.652,8 % | 1 | 17.040.974 $ | +16.746.081 $ | +5.678,7 % | 1 | 16.290.953 $ | +255.526 $ | +1,6 % | 1 | 16.035.427 $ | +2.018.427 $ | +14,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 10.263.833 $ | +865.541 $ | +9,2 % | 1 | 9.398.292 $ | +382.818 $ | +4,2 % | 1 | 9.015.474 $ | +43.899 $ | +0,5 % | 1 | 8.971.575 $ | +1.815.575 $ | +25,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 9.074.678 $ | +1.450.170 $ | +19,0 % | 1 | 8.098.884 $ | +1.935.660 $ | +31,4 % | 1 | ||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 9.045.667 $ | +1.061.532 $ | +13,3 % | 1 | 7.984.135 $ | -846.343 $ | -9,6 % | 1 | 8.830.478 $ | -112.522 $ | -1,3 % | 1 | ||||||
| 116.563.270 $ | +29.904.401 $ | +952,9 % | 6 | 104.781.995 $ | +16.315.555 $ | +948,4 % | 6 | 112.561.384 $ | +9.685.566 $ | +9,7 % | 7 | 96.712.594 $ | +15.339.594 $ | +21,2 % | 6 | ||||