| 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 | ||||
| 190.363.664 $ | +173.393.080 $ | +129.829,0 % | 15 | 34.240.551 $ | +33.280.782 $ | +4.731,9 % | 2 | 49.045.672 $ | +19.398.339 $ | +549,6 % | 5 | 29.325.428 $ | +10.211.711 $ | +1.452,8 % | 3 | ||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 54.683.591 $ | +54.334.397 $ | +15.559,9 % | 1 | 16.183.383 $ | +4.746.935 $ | +41,5 % | 1 | 11.436.448 $ | +1.525.132 $ | +15,4 % | 1 | |||||
| ISHARES TR | → 0 | 28.324.623 $ | +28.322.603 $ | +1.402.109,1 % | 1 | 27.683.177 $ | +27.362.700 $ | +8.538,1 % | 1 | 8.726.466 $ | +8.391.483 $ | +2.505,0 % | 1 | 7.885.585 $ | -1.092.283 $ | -12,2 % | 1 | ||
| Sandisk Corp | SNDK | → 0 | Stark | 17.334.918 $ | +17.334.918 $ | 1 | |||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 12.789.533 $ | +12.390.206 $ | +3.102,8 % | 1 | ||||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 11.059.785 $ | +1.056.390 $ | +10,6 % | 1 | 10.003.395 $ | +9.778.862 $ | +4.355,2 % | 1 | ||||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 8.885.873 $ | +8.523.416 $ | +2.351,6 % | 1 | ||||||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 7.829.505 $ | +7.508.243 $ | +2.337,1 % | 1 | ||||||||||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 7.672.715 $ | +5.491.902 $ | +251,8 % | 1 | ||||||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 7.024.279 $ | +6.646.528 $ | +1.759,5 % | 1 | ||||||||||||
| iSHARES TRUST | → 0 | 6.938.831 $ | +381.457 $ | +5,8 % | 1 | 6.557.374 $ | +5.918.082 $ | +925,7 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 6.914.875 $ | +4.408.441 $ | +175,9 % | 1 | ||||||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 6.912.537 $ | +6.912.537 $ | 1 | |||||||||||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 6.770.895 $ | +6.770.895 $ | 1 | |||||||||||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 6.628.747 $ | +6.628.747 $ | 1 | |||||||||||||
| INTEL CORP | INTC | → 0 | Stark | 6.532.869 $ | +4.792.997 $ | +275,5 % | 1 | ||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 6.161.163 $ | +795.090 $ | +14,8 % | 1 | ||||||||||||
| COMFORT SYSTEMS USA INC | FIX | → 0 | Neutral | 6.070.713 $ | +4.429.056 $ | +269,8 % | 1 | ||||||||||||
| CORNING INC /NY | GLW | → 0 | Stark | 5.964.035 $ | +2.925.178 $ | +96,3 % | 1 | ||||||||||||
| 190.363.664 $ | +173.393.080 $ | +129.829,0 % | 15 | 34.240.551 $ | +33.280.782 $ | +4.731,9 % | 2 | 49.045.672 $ | +19.398.339 $ | +549,6 % | 5 | 29.325.428 $ | +10.211.711 $ | +1.452,8 % | 3 | ||||