| 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 | ||||
| 184.054.975 $ | +54.881.360 $ | +69,1 % | 6 | 155.418.400 $ | +48.933.351 $ | +175.202,3 % | 6 | 165.678.306 $ | +58.446.521 $ | +1.016.299,6 % | 7 | 145.675.093 $ | +53.420.789 $ | +197,3 % | 6 | ||||
| iSHARES TRUST | → 0 | 79.729.519 $ | +14.119.308 $ | +21,5 % | 1 | 65.610.211 $ | +3.737.691 $ | +6,0 % | 1 | 61.872.520 $ | +4.101.991 $ | +7,1 % | 1 | 57.770.529 $ | +9.048.385 $ | +18,6 % | 1 | ||
| ISHARES TR | → 0 | 38.854.880 $ | +24.237.832 $ | +165,8 % | 1 | 32.744.432 $ | +32.741.226 $ | +1.021.248,5 % | 1 | 33.085.379 $ | +33.003.810 $ | +40.461,2 % | 1 | 32.398.675 $ | +29.327.171 $ | +954,8 % | 1 | ||
| MAI Capital Management | → 0 | 19.317.148 $ | +2.105.192 $ | +12,2 % | 1 | 17.211.956 $ | +2.413.449 $ | +16,3 % | 1 | 14.798.507 $ | +3.467.281 $ | +30,6 % | 1 | 11.331.226 $ | +391.488 $ | +3,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 15.494.883 $ | +1.873.147 $ | +13,8 % | 1 | 13.621.736 $ | -5.044.917 $ | -27,0 % | 1 | 18.666.653 $ | +800.194 $ | +4,5 % | 1 | 17.866.459 $ | +3.635.478 $ | +25,5 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 16.041.497 $ | +3.217.632 $ | +25,1 % | 1 | 12.823.865 $ | +1.724.308 $ | +15,5 % | 1 | 11.099.557 $ | +688.684 $ | +6,6 % | 1 | ||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 14.617.048 $ | +9.328.249 $ | +176,4 % | 1 | 13.406.200 $ | +13.361.594 $ | +29.954,7 % | 1 | 13.227.735 $ | +13.227.548 $ | +7.073.555,1 % | 1 | 13.124.568 $ | +7.880.408 $ | +150,3 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 13.183.636 $ | +3.137.859 $ | +31,2 % | 1 | ||||||||||||
| Knight-Swift Transportation Holdings Inc. | KNX | → 0 | Neutral | 12.927.955 $ | +3.157.013 $ | +32,3 % | 1 | ||||||||||||
| 184.054.975 $ | +54.881.360 $ | +69,1 % | 6 | 155.418.400 $ | +48.933.351 $ | +175.202,3 % | 6 | 165.678.306 $ | +58.446.521 $ | +1.016.299,6 % | 7 | 145.675.093 $ | +53.420.789 $ | +197,3 % | 6 | ||||