| 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 | ||||
| 142.590.164 $ | +61.634.583 $ | +522,9 % | 8 | 103.239.038 $ | +35.006.238 $ | +76,7 % | 6 | 101.168.303 $ | +39.114.338 $ | +58,0 % | 6 | 86.854.527 $ | +37.753.674 $ | +2.295,0 % | 5 | ||||
| SPDR SERIES TRUST | → 0 | 39.904.894 $ | +36.848.821 $ | +1.205,8 % | 1 | 34.434.534 $ | +24.505.111 $ | +246,8 % | 1 | 35.334.865 $ | +25.872.987 $ | +273,4 % | 1 | 34.262.440 $ | +33.965.640 $ | +11.443,9 % | 1 | ||
| MAI Capital Management | → 0 | 19.957.670 $ | +3.752.972 $ | +23,2 % | 1 | 16.204.698 $ | +1.325.407 $ | +8,9 % | 1 | 14.879.291 $ | +713.981 $ | +5,0 % | 1 | 14.165.310 $ | +1.000.987 $ | +7,6 % | 1 | ||
| CIBC Private Wealth Group LLC | → 0 | 18.626.818 $ | +2.849.716 $ | +18,1 % | 1 | 15.777.102 $ | +1.098.440 $ | +7,5 % | 1 | 14.678.662 $ | +699.018 $ | +5,0 % | 1 | 13.979.644 $ | +1.095.762 $ | +8,5 % | 1 | ||
| SEGALL BRYANT & HAMILL, LLC | → 0 | 18.142.640 $ | +3.272.000 $ | +22,0 % | 1 | 14.870.640 $ | +761.602 $ | +5,4 % | 1 | 14.109.038 $ | +364.954 $ | +2,7 % | 1 | 13.744.084 $ | +1.012.897 $ | +8,0 % | 1 | ||
| BlackRock Fund Advisors | → 0 | 13.800.768 $ | +1.778.127 $ | +14,8 % | 1 | 12.022.641 $ | +889.716 $ | +8,0 % | 1 | 11.132.925 $ | +429.876 $ | +4,0 % | 1 | 10.703.049 $ | +678.388 $ | +6,8 % | 1 | ||
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | → 0 | 11.200.759 $ | +1.288.768 $ | +13,0 % | 1 | |||||||||||||
| JMG Financial Group, Ltd. | → 0 | 11.033.522 $ | +11.033.522 $ | 1 | |||||||||||||||
| VANGUARD WHITEHALL FDS | → 0 | 10.831.952 $ | +10.467.304 $ | +2.870,5 % | 1 | 9.929.423 $ | +6.425.962 $ | +183,4 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 10.124.663 $ | +1.376.875 $ | +15,7 % | 1 | ||||||||||||
| 142.590.164 $ | +61.634.583 $ | +522,9 % | 8 | 103.239.038 $ | +35.006.238 $ | +76,7 % | 6 | 101.168.303 $ | +39.114.338 $ | +58,0 % | 6 | 86.854.527 $ | +37.753.674 $ | +2.295,0 % | 5 | ||||