| 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 | ||||
| 257.563.074 $ | +107.861.229 $ | +1.309,6 % | 6 | 348.346.171 $ | +83.604.306 $ | +1.077,6 % | 8 | 280.203.298 $ | +39.025.888 $ | +297,4 % | 6 | 242.488.422 $ | +55.232.607 $ | +556,2 % | 5 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 50.406.042 $ | -11.305.373 $ | -18,3 % | 1 | 61.711.415 $ | -4.141.771 $ | -6,3 % | 1 | 65.853.186 $ | +3.203.521 $ | +5,1 % | 1 | 62.649.665 $ | +12.170.466 $ | +24,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 47.524.366 $ | -8.669.460 $ | -15,4 % | 1 | 56.193.826 $ | -5.539.444 $ | -9,0 % | 1 | 61.733.270 $ | +1.524.428 $ | +2,5 % | 1 | ||||
| SCHWAB STRATEGIC TR | → 0 | 45.376.871 $ | +37.662.967 $ | +488,2 % | 1 | 45.992.624 $ | +45.330.836 $ | +6.849,8 % | 1 | 39.465.929 $ | +37.362.653 $ | +1.776,4 % | 1 | 36.712.843 $ | +35.418.345 $ | +2.736,1 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 43.737.179 $ | +508.651 $ | +1,2 % | 1 | 43.228.528 $ | +782.750 $ | +1,8 % | 1 | ||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 41.844.227 $ | +2.532.931 $ | +6,4 % | 1 | 39.311.296 $ | +7.470.251 $ | +23,5 % | 1 | ||||||||||
| ISHARES TR | → 0 | 41.000.600 $ | +39.517.226 $ | +2.664,0 % | 1 | 37.091.015 $ | +35.080.310 $ | +1.744,7 % | 1 | ||||||||||
| SPDR SERIES TRUST | → 0 | 40.828.321 $ | +39.980.986 $ | +4.718,4 % | 1 | ||||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 39.891.395 $ | +1.870.682 $ | +4,9 % | 1 | 38.020.713 $ | -143.403 $ | -0,4 % | 1 | 38.164.116 $ | +5.336.618 $ | +16,3 % | 1 | ||||
| MAI Capital Management | → 0 | 38.107.013 $ | -527.508 $ | -1,4 % | 1 | 38.634.521 $ | +5.406.384 $ | +16,3 % | 1 | ||||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 38.189.539 $ | +1.257.074 $ | +3,4 % | 1 | 36.932.465 $ | +3.633.910 $ | +10,9 % | 1 | ||||||||
| 257.563.074 $ | +107.861.229 $ | +1.309,6 % | 6 | 348.346.171 $ | +83.604.306 $ | +1.077,6 % | 8 | 280.203.298 $ | +39.025.888 $ | +297,4 % | 6 | 242.488.422 $ | +55.232.607 $ | +556,2 % | 5 | ||||