| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 52.893.913 $ | +9.144.507 $ | +334,0 % | 7 | 63.545.611 $ | +11.216.951 $ | +3.511,9 % | 9 | 62.052.427 $ | +10.132.630 $ | +23,8 % | 9 | ||||
| ISHARES TR | → 0 | 9.305.872 $ | +8.922.277 $ | +2.326,0 % | 1 | 8.910.318 $ | +8.882.183 $ | +31.569,9 % | 1 | 7.602.448 $ | +3.422.096 $ | +81,9 % | 1 | ||
| Janus Detroit Street Trust | → 0 | 8.661.400 $ | +55.896 $ | +0,6 % | 1 | 8.605.504 $ | +21.354 $ | +0,2 % | 1 | 8.584.150 $ | -33.052 $ | -0,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 7.258.982 $ | -865.185 $ | -10,6 % | 1 | 8.124.167 $ | +675.350 $ | +9,1 % | 1 | 7.448.817 $ | +1.348.950 $ | +22,1 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 7.505.975 $ | -280.890 $ | -3,6 % | 1 | 7.786.865 $ | -72.109 $ | -0,9 % | 1 | 7.858.974 $ | +201.739 $ | +2,6 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 7.457.851 $ | -267.895 $ | -3,5 % | 1 | 7.725.746 $ | +795.610 $ | +11,5 % | 1 | 6.930.136 $ | +2.112.056 $ | +43,8 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 7.297.804 $ | +648.796 $ | +9,8 % | 1 | ||||||||
| Ancora Advisors LLC | → 0 | 6.745.672 $ | +1.370.803 $ | +25,5 % | 1 | 5.374.869 $ | +226.519 $ | +4,4 % | 1 | ||||||
| iSHARES TRUST | → 0 | 5.958.161 $ | +209.501 $ | +3,6 % | 1 | 5.748.660 $ | +520.906 $ | +10,0 % | 1 | 5.227.754 $ | +436.379 $ | +9,1 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 5.647.290 $ | -153.609 $ | -2,6 % | 1 | 5.800.899 $ | +1.460.380 $ | +33,6 % | 1 | ||||
| KCM INVESTMENT ADVISORS LLC | → 0 | 5.622.192 $ | +320.747 $ | +6,1 % | 1 | 5.301.445 $ | +535.286 $ | +11,2 % | 1 | ||||||
| 52.893.913 $ | +9.144.507 $ | +334,0 % | 7 | 63.545.611 $ | +11.216.951 $ | +3.511,9 % | 9 | 62.052.427 $ | +10.132.630 $ | +23,8 % | 9 | ||||