| 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 | ||||
| 3.515.182.088 $ | +915.773.932 $ | +15.379,7 % | 7 | 2.639.140.852 $ | +112.614.232 $ | +5.038,4 % | 5 | 3.065.824.224 $ | +224.566.784 $ | +9,7 % | 6 | 3.177.595.854 $ | +790.600.553 $ | +18.167,2 % | 7 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 1.010.250.569 $ | +118.966.846 $ | +13,3 % | 1 | 891.283.723 $ | -213.633.498 $ | -19,3 % | 1 | 1.104.917.221 $ | +34.713.246 $ | +3,2 % | 1 | 1.070.203.975 $ | +146.854.757 $ | +15,9 % | 1 | ||
| Ancora Advisors LLC | → 0 | 776.450.717 $ | +56.031.096 $ | +7,8 % | 1 | 720.419.621 $ | +84.228.017 $ | +13,2 % | 1 | 636.191.604 $ | +84.998.015 $ | +15,4 % | 1 | 551.193.589 $ | +123.272.511 $ | +28,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 466.640.426 $ | +57.699.144 $ | +14,1 % | 1 | 408.941.282 $ | -15.938.749 $ | -3,8 % | 1 | 424.880.031 $ | +31.421.744 $ | +8,0 % | 1 | 393.458.287 $ | +127.152.040 $ | +47,7 % | 1 |
| iSHARES TRUST | → 0 | 403.823.090 $ | +56.343.757 $ | +16,2 % | 1 | 347.479.333 $ | -11.987.428 $ | -3,3 % | 1 | 359.466.761 $ | +16.687.255 $ | +4,9 % | 1 | 342.779.506 $ | +41.175.938 $ | +13,7 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 318.605.460 $ | +318.127.493 $ | +66.558,5 % | 1 | 271.016.893 $ | +269.945.890 $ | +25.205,0 % | 1 | 283.512.845 $ | +65.654.270 $ | +30,1 % | 1 | 276.216.393 $ | +275.999.125 $ | +127.031,6 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 287.093.965 $ | +56.901.299 $ | +24,7 % | 1 | ||||||||||||
| HOME DEPOT, INC. | HD | → 0 | Neutral | 277.980.596 $ | +42.212.586 $ | +17,9 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 256.855.762 $ | -8.907.746 $ | -3,4 % | 1 | 265.763.508 $ | +33.933.596 $ | +14,6 % | 1 | ||||||||
| ISHARES TR | → 0 | 252.317.861 $ | +251.704.297 $ | +41.023,3 % | 1 | ||||||||||||||
| 3.515.182.088 $ | +915.773.932 $ | +15.379,7 % | 7 | 2.639.140.852 $ | +112.614.232 $ | +5.038,4 % | 5 | 3.065.824.224 $ | +224.566.784 $ | +9,7 % | 6 | 3.177.595.854 $ | +790.600.553 $ | +18.167,2 % | 7 | ||||