| 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 | ||||
| 71.802.260 $ | +657.444 $ | +22,2 % | 7 | 71.108.994 $ | -3.464.382 $ | +19,1 % | 7 | 74.614.846 $ | -1.633.086 $ | -0,5 % | 7 | 76.213.529 $ | +5.891.414 $ | +7,1 % | 7 | ||||
| VANGUARD GROUP INC | → 0 | 24.026.618 $ | +740.193 $ | +3,2 % | 1 | 23.286.425 $ | +1.437.005 $ | +6,6 % | 1 | 21.849.420 $ | +178.601 $ | +0,8 % | 1 | 21.670.819 $ | +1.170.725 $ | +5,7 % | 1 | ||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 10.201.625 $ | -2.589.099 $ | -20,2 % | 1 | 12.790.724 $ | -6.288.961 $ | -33,0 % | 1 | 19.079.685 $ | -2.325.478 $ | -10,9 % | 1 | 21.405.163 $ | +1.319.774 $ | +6,6 % | 1 |
| iSHARES TRUST | → 0 | 21.225.254 $ | +485.775 $ | +2,3 % | 1 | 20.739.479 $ | +393.211 $ | +1,9 % | 1 | 20.346.268 $ | +508.291 $ | +2,6 % | 1 | 19.837.977 $ | +1.542.458 $ | +8,4 % | 1 | ||
| BBR PARTNERS, LLC | → 0 | 14.967.399 $ | +1.716.292 $ | +13,0 % | 1 | 13.251.107 $ | +638.467 $ | +5,1 % | 1 | 12.612.640 $ | +8.777 $ | +0,1 % | 1 | 12.603.863 $ | +1.397.308 $ | +12,5 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 686.827 $ | +418.250 $ | +155,7 % | 1 | 525.120 $ | +292.365 $ | +125,6 % | 1 | 274.225 $ | +56.915 $ | +26,2 % | 1 | ||||||
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 425.960 $ | +142.576 $ | +50,3 % | 1 | 283.384 $ | +54.236 $ | +23,7 % | 1 | 229.148 $ | -9.427 $ | -4,0 % | 1 | 238.575 $ | +238.575 $ | 1 | |
| ISHARES TR | → 0 | 268.577 $ | -256.543 $ | -48,9 % | 1 | 232.755 $ | +9.295 $ | +4,2 % | 1 | 223.460 $ | -50.765 $ | -18,5 % | 1 | 217.310 $ | +217.310 $ | 1 | |||
| PNC FINANCIAL SERVICES GROUP, INC. | PNC | → 0 | Stark | 239.822 $ | +5.264 $ | +2,2 % | 1 | ||||||||||||
| 71.802.260 $ | +657.444 $ | +22,2 % | 7 | 71.108.994 $ | -3.464.382 $ | +19,1 % | 7 | 74.614.846 $ | -1.633.086 $ | -0,5 % | 7 | 76.213.529 $ | +5.891.414 $ | +7,1 % | 7 | ||||