| 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 | ||||
| 15.082.817 $ | +7.465.054 $ | +5.100,7 % | 2 | 15.081.366 $ | +6.602.133 $ | +5.218,4 % | 2 | 91.120.384 $ | +19.248.732 $ | +3.531,9 % | 8 | 104.007.049 $ | +21.089.662 $ | +6.270,9 % | 13 | ||||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 31.480.396 $ | +31.480.396 $ | 1 | |||||||||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 7.544.586 $ | +0 $ | +0,0 % | 1 | 7.544.586 $ | -863.188 $ | -10,3 % | 1 | 8.407.774 $ | -17.786.121 $ | -67,9 % | 1 | 26.193.895 $ | +16.907.780 $ | +182,1 % | 1 | ||
| FIDELITY MERRIMACK STR TR | → 0 | 7.538.231 $ | +7.465.054 $ | +10.201,4 % | 1 | 7.536.780 $ | +7.465.321 $ | +10.447,0 % | 1 | 17.530.270 $ | +9.954.503 $ | +131,4 % | 1 | 5.410.756 $ | -10.254.770 $ | -65,5 % | 1 | ||
| Financially Speaking Inc | → 0 | 16.592.419 $ | +3.518.869 $ | +26,9 % | 1 | 13.073.550 $ | +332.607 $ | +2,6 % | 1 | ||||||||||
| J P MORGAN EXCHANGE TRADED F | → 0 | 15.665.526 $ | +1.931.634 $ | +14,1 % | 1 | ||||||||||||||
| SCHWAB STRATEGIC TR | → 0 | 7.575.767 $ | +7.545.296 $ | +24.762,2 % | 1 | 13.733.892 $ | -3.101.436 $ | -18,4 % | 1 | ||||||||||
| SPDR SERIES TRUST | → 0 | 6.549.580 $ | +6.549.580 $ | 1 | |||||||||||||||
| DF DENT & CO INC | → 0 | 5.655.936 $ | +318.991 $ | +6,0 % | 1 | ||||||||||||||
| LANARK FINANCIAL, INC. | → 0 | 2.158.643 $ | -2.801.022 $ | -56,5 % | 1 | 4.959.665 $ | +4.950.793 $ | +55.802,4 % | 1 | ||||||||||
| INVESCO EXCHANGE TRADED FD T | → 0 | 4.878.826 $ | -12.651.444 $ | -72,2 % | 1 | ||||||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 3.437.736 $ | +3.388.187 $ | +6.838,1 % | 1 | ||||||||||||
| MAI Capital Management | → 0 | 3.230.698 $ | -3.511.546 $ | -52,1 % | 1 | ||||||||||||||
| KANAWHA CAPITAL MANAGEMENT LLC | → 0 | 2.496.289 $ | -11.745 $ | -0,5 % | 1 | 2.508.034 $ | -9.939 $ | -0,4 % | 1 | ||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | → 0 | 1.807.563 $ | +1.807.563 $ | 1 | |||||||||||||||
| iShares, Inc. | → 0 | 1.780.218 $ | +1.780.218 $ | 1 | |||||||||||||||
| 15.082.817 $ | +7.465.054 $ | +5.100,7 % | 2 | 15.081.366 $ | +6.602.133 $ | +5.218,4 % | 2 | 91.120.384 $ | +19.248.732 $ | +3.531,9 % | 8 | 104.007.049 $ | +21.089.662 $ | +6.270,9 % | 13 | ||||