| 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 | ||||
| 86.491.093 $ | +19.264.733 $ | +9,4 % | 6 | 67.226.360 $ | +6.669.571 $ | +25,3 % | 5 | 81.916.723 $ | -9.796.082 $ | +53,9 % | 7 | 94.698.122 $ | +26.450.649 $ | +86,7 % | 7 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 33.466.035 $ | +7.491.651 $ | +28,8 % | 1 | 25.974.384 $ | -7.243.643 $ | -21,8 % | 1 | 33.218.027 $ | -5.266.948 $ | -13,7 % | 1 | 38.484.975 $ | +16.150.450 $ | +72,3 % | 1 | ||
| Moloney Securities Asset Management, LLC | → 0 | 21.042.206 $ | +889.626 $ | +4,4 % | 1 | 20.152.580 $ | +2.885.288 $ | +16,7 % | 1 | 17.267.292 $ | +59.844 $ | +0,3 % | 1 | 17.207.448 $ | +2.089.230 $ | +13,8 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 7.415.788 $ | -5.398.744 $ | -42,1 % | 1 | 12.814.532 $ | +518.722 $ | +4,2 % | 1 | ||||||||
| Morse Asset Management, Inc | → 0 | 11.422.364 $ | +1.077.206 $ | +10,4 % | 1 | 10.345.158 $ | +5.106.957 $ | +97,5 % | 1 | 5.238.201 $ | -4.168.912 $ | -44,3 % | 1 | 9.407.113 $ | +686.470 $ | +7,9 % | 1 | ||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | → 0 | 9.656.269 $ | +9.656.269 $ | 1 | |||||||||||||||
| iSHARES TRUST | → 0 | 9.201.423 $ | +7.708.421 $ | +516,3 % | 1 | ||||||||||||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 4.742.723 $ | -2.495.420 $ | -34,5 % | 1 | 7.238.143 $ | +328.671 $ | +4,8 % | 1 | |||||||||
| EXCHANGE TRADED CONCEPTS, LLC | → 0 | 5.887.070 $ | +621.997 $ | +11,8 % | 1 | 5.265.073 $ | +431.804 $ | +8,9 % | 1 | 4.833.269 $ | -234.323 $ | -4,6 % | 1 | 5.067.592 $ | +3.253.996 $ | +179,4 % | 1 | ||
| MAI Capital Management | → 0 | 5.017.149 $ | -472.016 $ | -8,6 % | 1 | 5.489.165 $ | +5.489.165 $ | 1 | |||||||||||
| ISHARES TR | → 0 | 4.478.319 $ | +3.423.110 $ | +324,4 % | 1 | ||||||||||||||
| 86.491.093 $ | +19.264.733 $ | +9,4 % | 6 | 67.226.360 $ | +6.669.571 $ | +25,3 % | 5 | 81.916.723 $ | -9.796.082 $ | +53,9 % | 7 | 94.698.122 $ | +26.450.649 $ | +86,7 % | 7 | ||||