| 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 | ||||
| 14.959.417 $ | +2.613.915 $ | +15,6 % | 8 | 14.383.340 $ | +1.732.128 $ | +20,1 % | 9 | 12.348.184 $ | +2.105.998 $ | +10,7 % | 8 | ||||
| KLA CORP | KLAC | → 0 | Stark | 4.465.820 $ | +782.913 $ | +21,3 % | 1 | 3.682.907 $ | +424.456 $ | +13,0 % | 1 | 3.258.451 $ | +553.316 $ | +20,5 % | 1 |
| TRICO BANCSHARES / | TCBK | → 0 | Stark | 2.075.311 $ | +7.421 $ | +0,4 % | 1 | 2.067.890 $ | +129.216 $ | +6,7 % | 1 | 1.938.674 $ | +171.124 $ | +9,7 % | 1 |
| Lulu's Fashion Lounge Holdings, Inc. | LVLU | → 0 | Neutral | 1.756.670 $ | +860.359 $ | +96,0 % | 1 | 896.311 $ | +419.581 $ | +88,0 % | 1 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 1.698.018 $ | +42.742 $ | +2,6 % | 1 | 1.655.276 $ | +57.989 $ | +3,6 % | 1 | 1.597.287 $ | +67.766 $ | +4,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 1.564.878 $ | -94.993 $ | -5,7 % | 1 | 1.659.871 $ | +292.460 $ | +21,4 % | 1 | 1.367.411 $ | +260.929 $ | +23,6 % | 1 |
| SPDR GOLD TRUST | GLD | → 0 | 1.549.044 $ | +122.328 $ | +8,6 % | 1 | 1.426.716 $ | +147.024 $ | +11,5 % | 1 | 1.279.692 $ | +182.304 $ | +16,6 % | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.199.986 $ | +75.996 $ | +6,8 % | 1 | 1.123.990 $ | +25.254 $ | +2,3 % | 1 | ||||
| IREN Ltd | IREN | → 0 | Neutral | 1.028.400 $ | +1.028.400 $ | 1 | |||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 821.276 $ | -135.255 $ | -14,1 % | 1 | 956.531 $ | +266.368 $ | +38,6 % | 1 | ||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 837.852 $ | -80.962 $ | -8,8 % | 1 | 918.814 $ | -18.560 $ | -2,0 % | 1 | ||||
| Arthur J. Gallagher & Co. | AJG | → 0 | Neutral | 863.865 $ | +863.865 $ | 1 | |||||||||
| 14.959.417 $ | +2.613.915 $ | +15,6 % | 8 | 14.383.340 $ | +1.732.128 $ | +20,1 % | 9 | 12.348.184 $ | +2.105.998 $ | +10,7 % | 8 | ||||