| 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 | ||||
| 471.917.971 $ | +86.053.266 $ | +26,8 % | 6 | 305.749.748 $ | -10.011.759 $ | -2,5 % | 4 | 457.744.675 $ | +17.501.418 $ | +1,7 % | 7 | 482.423.593 $ | +31.556.014 $ | +5,6 % | 8 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 123.625.888 $ | +19.093.792 $ | +18,3 % | 1 | 104.532.096 $ | -12.593.651 $ | -10,8 % | 1 | 117.125.747 $ | +24.485.362 $ | +26,4 % | 1 | 92.640.385 $ | +22.939.539 $ | +32,9 % | 1 |
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 101.748.595 $ | +15.025.043 $ | +17,3 % | 1 | 86.723.552 $ | +15.021.497 $ | +20,9 % | 1 | 71.702.055 $ | -507.573 $ | -0,7 % | 1 | 72.209.628 $ | +1.285.420 $ | +1,8 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 76.998.290 $ | +5.730.628 $ | +8,0 % | 1 | 71.267.662 $ | -6.959.329 $ | -8,9 % | 1 | 78.226.991 $ | +3.330.449 $ | +4,4 % | 1 | 74.896.542 $ | +13.176.884 $ | +21,3 % | 1 |
| Palo Alto Networks Inc | PANW | → 0 | Stark | 77.959.559 $ | +38.924.364 $ | +99,7 % | 1 | 44.770.547 $ | -5.649.838 $ | -11,2 % | 1 | 50.420.385 $ | -701.348 $ | -1,4 % | 1 | ||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 48.538.783 $ | -6.347.738 $ | -11,6 % | 1 | 54.886.521 $ | -1.860.484 $ | -3,3 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 47.191.559 $ | +3.965.121 $ | +9,2 % | 1 | 43.226.438 $ | -5.480.276 $ | -11,3 % | 1 | 48.706.714 $ | +1.668.892 $ | +3,5 % | 1 | 47.037.822 $ | -1.199.896 $ | -2,5 % | 1 |
| VISA INC. | V | → 0 | Neutral | 44.394.080 $ | +3.314.318 $ | +8,1 % | 1 | 48.673.838 $ | +521.864 $ | +1,1 % | 1 | 48.151.974 $ | -2.798.871 $ | -5,5 % | 1 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 42.180.336 $ | +714.770 $ | +1,7 % | 1 | ||||||||||||
| 471.917.971 $ | +86.053.266 $ | +26,8 % | 6 | 305.749.748 $ | -10.011.759 $ | -2,5 % | 4 | 457.744.675 $ | +17.501.418 $ | +1,7 % | 7 | 482.423.593 $ | +31.556.014 $ | +5,6 % | 8 | ||||