| 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 | ||||
| 1.390.051.451 $ | +174.695.922 $ | +192,0 % | 6 | 1.229.258.721 $ | +1.192.917.137 $ | +997,7 % | 7 | 55.001.103 $ | +26.015.085 $ | +479,4 % | 6 | 41.834.654 $ | +10.634.403 $ | +106,2 % | 6 | ||||
| Merchants Bancorp | MBIN | → 0 | Neutral | 1.340.431.250 $ | +161.809.398 $ | +13,7 % | 1 | 1.178.621.852 $ | +1.178.621.852 $ | 1 | |||||||||
| ELI LILLY & Co | LLY | → 0 | Stark | 22.797.828 $ | -1.545.946 $ | -6,4 % | 1 | 24.343.774 $ | -3.836.412 $ | -13,6 % | 1 | 28.180.186 $ | +11.907.537 $ | +73,2 % | 1 | 16.272.649 $ | +35.866 $ | +0,2 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 11.642.938 $ | +10.553.669 $ | +968,9 % | 1 | 10.090.508 $ | +9.763.728 $ | +2.987,9 % | 1 | 10.546.001 $ | +10.070.092 $ | +2.116,0 % | 1 | 10.494.400 $ | +7.202.758 $ | +218,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 7.446.591 $ | +475.993 $ | +6,8 % | 1 | 6.970.598 $ | -465.191 $ | -6,3 % | 1 | 7.435.789 $ | +977.080 $ | +15,1 % | 1 | 6.458.709 $ | +1.121.136 $ | +21,0 % | 1 |
| VANGUARD MUNICIPAL | → 0 | 5.374.378 $ | +3.359.873 $ | +166,8 % | 1 | 4.478.223 $ | +4.079.394 $ | +1.022,8 % | 1 | 3.566.014 $ | +3.104.517 $ | +672,7 % | 1 | 3.291.642 $ | +2.642.204 $ | +406,8 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.919.333 $ | +361.564 $ | +14,1 % | 1 | 2.557.769 $ | +149.606 $ | +6,2 % | 1 | ||||||||
| BROWN & BROWN, INC. | BRO | → 0 | Neutral | 2.353.780 $ | -405.705 $ | -14,7 % | 1 | 2.759.485 $ | -517.167 $ | -15,8 % | 1 | ||||||||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 2.438.235 $ | +2.438.235 $ | 1 | |||||||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 2.358.466 $ | +42.935 $ | +1,9 % | 1 | 2.315.531 $ | +2.315.531 $ | 1 | |||||||||
| 1.390.051.451 $ | +174.695.922 $ | +192,0 % | 6 | 1.229.258.721 $ | +1.192.917.137 $ | +997,7 % | 7 | 55.001.103 $ | +26.015.085 $ | +479,4 % | 6 | 41.834.654 $ | +10.634.403 $ | +106,2 % | 6 | ||||