| 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 | ||||
| 151.059.021 $ | +45.863.571 $ | +604,3 % | 6 | 118.537.969 $ | +22.288.951 $ | +1.929,0 % | 5 | 165.496.025 $ | +29.495.269 $ | +638,9 % | 8 | 145.254.933 $ | +31.308.415 $ | +1.473,4 % | 6 | ||||
| iSHARES TRUST | → 0 | 38.085.790 $ | -252.708 $ | -0,7 % | 1 | 38.338.498 $ | -3.908.954 $ | -9,3 % | 1 | 42.247.452 $ | -13.594.392 $ | -24,3 % | 1 | 55.841.844 $ | -325.050 $ | -0,6 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 29.305.598 $ | +28.496.701 $ | +3.522,9 % | 1 | 26.635.005 $ | +26.362.023 $ | +9.657,1 % | 1 | 25.396.784 $ | +24.678.251 $ | +3.434,5 % | 1 | 22.257.777 $ | +22.007.004 $ | +8.775,7 % | 1 | ||
| Ancora Advisors LLC | → 0 | 29.173.597 $ | +7.651.058 $ | +35,5 % | 1 | 21.522.539 $ | +1.631.705 $ | +8,2 % | 1 | 19.890.834 $ | -866.838 $ | -4,2 % | 1 | 20.757.672 $ | +4.155.118 $ | +25,0 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 20.697.258 $ | +3.615.571 $ | +21,2 % | 1 | 17.081.687 $ | -676.199 $ | -3,8 % | 1 | 17.757.886 $ | +175.515 $ | +1,0 % | 1 | 17.582.371 $ | +3.911.646 $ | +28,6 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 18.131.027 $ | +3.170.787 $ | +21,2 % | 1 | 14.960.240 $ | -1.119.624 $ | -7,0 % | 1 | 16.079.864 $ | +1.648.016 $ | +11,4 % | 1 | 14.431.848 $ | +566.235 $ | +4,1 % | 1 |
| AppLovin Corp | APP | → 0 | Schwach | 15.904.372 $ | +15.005.985 $ | +1.670,3 % | 1 | ||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 15.665.751 $ | +3.182.162 $ | +25,5 % | 1 | 14.345.554 $ | +2.958.874 $ | +26,0 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 13.873.279 $ | -510.142 $ | -3,5 % | 1 | 14.383.421 $ | +993.462 $ | +7,4 % | 1 | ||||||||
| 151.059.021 $ | +45.863.571 $ | +604,3 % | 6 | 118.537.969 $ | +22.288.951 $ | +1.929,0 % | 5 | 165.496.025 $ | +29.495.269 $ | +638,9 % | 8 | 145.254.933 $ | +31.308.415 $ | +1.473,4 % | 6 | ||||