| 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 | ||||
| 4.532.746.567 $ | +992.765.214 $ | +22.495,3 % | 6 | 4.674.644.583 $ | -1.357.378.525 $ | +20.076,2 % | 6 | 10.569.411.635 $ | +6.193.559.393 $ | +72.481,7 % | 13 | ||||
| iSHARES TRUST | → 0 | 1.457.464.806 $ | +113.010.235 $ | +8,4 % | 1 | 1.344.454.571 $ | -1.100.048.470 $ | -45,0 % | 1 | 2.444.503.041 $ | +1.184.210.732 $ | +94,0 % | 1 | ||
| ISHARES TR | → 0 | 1.047.976.085 $ | +1.047.200.373 $ | +134.998,6 % | 1 | 1.135.438.942 $ | +1.134.498.575 $ | +120.644,2 % | 1 | 1.840.166.580 $ | +1.839.971.032 $ | +940.930,6 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 762.443.327 $ | +2.136.134 $ | +0,3 % | 1 | 760.307.193 $ | -655.105.244 $ | -46,3 % | 1 | 1.415.412.437 $ | +697.482.016 $ | +97,2 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 362.876.972 $ | -109.661.892 $ | -23,2 % | 1 | 472.538.864 $ | -373.598.776 $ | -44,2 % | 1 | 846.137.640 $ | +371.769.919 $ | +78,4 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 497.815.238 $ | -41.149.501 $ | -7,6 % | 1 | 538.964.739 $ | -269.854.779 $ | -33,4 % | 1 | 808.819.518 $ | +363.758.664 $ | +81,7 % | 1 |
| VANGUARD GROUP INC | → 0 | 532.720.495 $ | +355.449.293 $ | +200,5 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 404.170.139 $ | -18.770.135 $ | -4,4 % | 1 | 422.940.274 $ | -93.269.831 $ | -18,1 % | 1 | 516.210.105 $ | +282.990.119 $ | +121,3 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 380.429.087 $ | +177.004.559 $ | +87,0 % | 1 | ||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 373.078.222 $ | +190.200.469 $ | +104,0 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 368.255.414 $ | +157.836.391 $ | +75,0 % | 1 | ||||||||
| Ancora Advisors LLC | → 0 | 362.034.534 $ | +169.736.396 $ | +88,3 % | 1 | ||||||||||
| VISA INC. | V | → 0 | Neutral | 345.304.286 $ | +228.355.800 $ | +195,3 % | 1 | ||||||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 336.340.276 $ | +174.794.003 $ | +108,2 % | 1 | ||||||||||
| 4.532.746.567 $ | +992.765.214 $ | +22.495,3 % | 6 | 4.674.644.583 $ | -1.357.378.525 $ | +20.076,2 % | 6 | 10.569.411.635 $ | +6.193.559.393 $ | +72.481,7 % | 13 | ||||