| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 103.219.546 $ | -7.224.231 $ | +6,4 % | 30 | 111.761.656 $ | -4.547.990 $ | +12,5 % | 34 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 58.278.246 $ | -11.569.936 $ | -16,6 % | 1 | 69.848.182 $ | -20.035.298 $ | -22,3 % | 1 |
| SPDR SERIES TRUST | → 0 | 30.231.953 $ | +2.366.625 $ | +8,5 % | 1 | 27.865.328 $ | +13.283.718 $ | +91,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 2.967.543 $ | +1.770.754 $ | +148,0 % | 1 | 1.196.789 $ | +290.531 $ | +32,1 % | 1 |
| CITY HOLDING CO | CHCO | → 0 | Stark | 1.463.588 $ | -57.340 $ | -3,8 % | 1 | 1.520.928 $ | +17.803 $ | +1,2 % | 1 |
| SPDR GOLD TRUST | GLD | → 0 | 1.171.889 $ | -238.971 $ | -16,9 % | 1 | 1.410.860 $ | +561.604 $ | +66,1 % | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 1.022.484 $ | -67.047 $ | -6,2 % | 1 | 1.089.531 $ | +125.400 $ | +13,0 % | 1 |
| AMERICAN ELECTRIC POWER CO INC | AEP | → 0 | Stark | 883.748 $ | +25.347 $ | +3,0 % | 1 | 858.401 $ | +70.322 $ | +8,9 % | 1 |
| CHEVRON CORP | CVX | → 0 | Sehr stark | 581.656 $ | -7.833 $ | -1,3 % | 1 | 589.489 $ | +61.871 $ | +11,7 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 572.691 $ | +12.266 $ | +2,2 % | 1 | 560.425 $ | +46.677 $ | +9,1 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 559.969 $ | -10.474 $ | -1,8 % | 1 | 570.443 $ | +43.249 $ | +8,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 477.334 $ | -7.464 $ | -1,5 % | 1 | 484.798 $ | +86.877 $ | +21,8 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 315.523 $ | -96.464 $ | -23,4 % | 1 | 411.987 $ | +7.514 $ | +1,9 % | 1 |
| ELI LILLY & Co | LLY | → 0 | Neutral | 393.333 $ | +117.127 $ | +42,4 % | 1 | 276.206 $ | -2.086 $ | -0,7 % | 1 |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Sehr schwach | 342.065 $ | +16.470 $ | +5,1 % | 1 | 325.595 $ | -14.259 $ | -4,2 % | 1 |
| LAMAR ADVERTISING CO/NEW | LAMR | → 0 | Schwach | 309.108 $ | +10.158 $ | +3,4 % | 1 | 298.950 $ | +2.589 $ | +0,9 % | 1 |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 301.002 $ | +31.315 $ | +11,6 % | 1 | 269.687 $ | +47.517 $ | +21,4 % | 1 |
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 286.845 $ | -13.200 $ | -4,4 % | 1 | 300.045 $ | +6.812 $ | +2,3 % | 1 |
| Merck & Co., Inc. | MRK | → 0 | Stark | 283.270 $ | +57.593 $ | +25,5 % | 1 | 225.677 $ | +13.731 $ | +6,5 % | 1 |
| CATALYST PHARMACEUTICALS, INC. | CPRX | → 0 | 280.080 $ | +4.280 $ | +1,6 % | 1 | 275.800 $ | -28.000 $ | -9,2 % | 1 | |
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 277.764 $ | +26.117 $ | +10,4 % | 1 | 251.647 $ | +27.998 $ | +12,5 % | 1 |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 241.740 $ | -25.505 $ | -9,5 % | 1 | 267.245 $ | +62.765 $ | +30,7 % | 1 |
| CISCO SYSTEMS, INC. | CSCO | → 0 | Stark | 261.423 $ | +29.377 $ | +12,7 % | 1 | 232.046 $ | -2.609 $ | -1,1 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Stark | 252.307 $ | +30.278 $ | +13,6 % | 1 | 222.029 $ | +222.029 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 250.187 $ | +15.780 $ | +6,7 % | 1 | 234.407 $ | +10.291 $ | +4,6 % | 1 |
| AMGEN INC | AMGN | → 0 | Neutral | 243.734 $ | +33.758 $ | +16,1 % | 1 | 209.976 $ | +2.690 $ | +1,3 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 233.808 $ | +233.808 $ | 1 | |||||
| GLOBAL PAYMENTS INC | GPN | → 0 | Neutral | 231.542 $ | +9.027 $ | +4,1 % | 1 | ||||
| Ocugen, Inc. | OCGN | → 0 | Neutral | 135.000 $ | -93.200 $ | -40,8 % | 1 | 228.200 $ | +102.048 $ | +80,9 % | 1 |
| Caesars Entertainment, Inc. | CZR | → 0 | Neutral | 222.524 $ | -11.239 $ | -4,8 % | 1 | ||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 220.924 $ | +220.924 $ | 1 | |||||
| AT&T INC. | T | → 0 | Stark | 213.805 $ | -3.795 $ | -1,7 % | 1 | ||||
| DOMINION ENERGY, INC | D | → 0 | Neutral | 204.385 $ | -8.812 $ | -4,1 % | 1 | 213.197 $ | +213.197 $ | 1 | |
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 208.591 $ | -7.698 $ | -3,6 % | 1 | ||||
| VERIZON COMMUNICATIONS INC | VZ | → 0 | Sehr stark | 207.609 $ | +4.439 $ | +2,2 % | 1 | ||||
| Mastercard Inc | MA | → 0 | Neutral | 206.659 $ | +750 $ | +0,4 % | 1 | 205.909 $ | +2.487 $ | +1,2 % | 1 |
| ISHARES TR | → 0 | 203.096 $ | +203.096 $ | 1 | |||||||
| 103.219.546 $ | -7.224.231 $ | +6,4 % | 30 | 111.761.656 $ | -4.547.990 $ | +12,5 % | 34 | ||||