| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 110.066.144 $ | +10.268.593 $ | +29,4 % | 12 | 104.978.972 $ | +14.730.913 $ | +8,2 % | 12 | 110.222.018 $ | +58.699.456 $ | -21,2 % | 11 | ||||
| Ancora Advisors LLC | → 0 | 31.493.341 $ | +4.338.616 $ | +16,0 % | 1 | 27.154.725 $ | -2.579.074 $ | -8,7 % | 1 | 29.733.799 $ | +29.733.799 $ | 1 | |||
| ISHARES SP 500/BARRA GROWTH I | → 0 | 30.287.283 $ | +8.732.518 $ | +40,5 % | 1 | 25.628.979 $ | +6.588.709 $ | +34,6 % | 1 | 22.627.752 $ | +22.627.752 $ | 1 | |||
| ISHARES TR | → 0 | 21.554.765 $ | +16.525.795 $ | +328,6 % | 1 | 19.040.270 $ | +6.531.937 $ | +52,2 % | 1 | 28.894.810 $ | +6.267.058 $ | +27,7 % | 1 | ||
| iSHARES TRUST | → 0 | 17.732.484 $ | +738.962 $ | +4,3 % | 1 | 16.993.522 $ | +435.888 $ | +2,6 % | 1 | 16.557.634 $ | +16.557.634 $ | 1 | |||
| ISHARES TECH SECTOR | → 0 | 5.028.970 $ | -20.600.009 $ | -80,4 % | 1 | 12.508.333 $ | +3.873.947 $ | +44,9 % | 1 | 8.634.386 $ | -20.260.424 $ | -70,1 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 698.817 $ | -115.269 $ | -14,2 % | 1 | 814.086 $ | -249.502 $ | -23,5 % | 1 | 1.063.588 $ | +1.063.588 $ | 1 | |
| COCA COLA CO | KO | → 0 | Neutral | 787.734 $ | +2.406 $ | +0,3 % | 1 | 785.328 $ | +68.401 $ | +9,5 % | 1 | 716.927 $ | +716.927 $ | 1 | |
| STRYKER CORP | SYK | → 0 | Neutral | 696.330 $ | -30.326 $ | -4,2 % | 1 | 726.656 $ | -50.462 $ | -6,5 % | 1 | 777.118 $ | +777.118 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 543.202 $ | +106.111 $ | +24,3 % | 1 | 437.091 $ | -38.669 $ | -8,1 % | 1 | 475.760 $ | +475.760 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 536.745 $ | +536.745 $ | 1 | |||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 420.440 $ | +51.683 $ | +14,0 % | 1 | 368.757 $ | -107.814 $ | -22,6 % | 1 | 476.571 $ | +476.571 $ | 1 | |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 286.033 $ | -18.639 $ | -6,1 % | 1 | 304.672 $ | +40.999 $ | +15,5 % | 1 | 263.673 $ | +263.673 $ | 1 | |
| Walmart Inc. | WMT | → 0 | Stark | 216.553 $ | +216.553 $ | 1 | |||||||||
| 110.066.144 $ | +10.268.593 $ | +29,4 % | 12 | 104.978.972 $ | +14.730.913 $ | +8,2 % | 12 | 110.222.018 $ | +58.699.456 $ | -21,2 % | 11 | ||||