| 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 | ||||
| 160.878.416 $ | +56.324.990 $ | +25.906,3 % | 9 | 133.364.569 $ | +71.295.646 $ | +28.898,3 % | 9 | 47.948.476 $ | +14.502.246 $ | +12.772,9 % | 4 | 42.143.233 $ | +19.393.972 $ | +23.356,3 % | 3 | ||||
| iSHARES TRUST | → 0 | 42.703.389 $ | +3.673.485 $ | +9,4 % | 1 | 39.029.904 $ | +20.626.498 $ | +112,1 % | 1 | 18.403.406 $ | +55.259 $ | +0,3 % | 1 | 18.348.147 $ | +2.642.285 $ | +16,8 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 28.018.857 $ | +22.550.295 $ | +412,4 % | 1 | 19.087.551 $ | +19.080.145 $ | +257.630,9 % | 1 | ||||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 19.241.609 $ | +3.618.107 $ | +23,2 % | 1 | 15.623.502 $ | +8.334.345 $ | +114,3 % | 1 | ||||||||||
| ISHARES TR | → 0 | 17.768.095 $ | +17.760.460 $ | +232.619,0 % | 1 | 15.199.789 $ | +14.506.407 $ | +2.092,1 % | 1 | 12.335.614 $ | +12.311.504 $ | +51.063,9 % | 1 | 15.510.828 $ | +15.488.712 $ | +70.034,0 % | 1 | ||
| Ancora Advisors LLC | → 0 | 16.018.896 $ | +4.147.860 $ | +34,9 % | 1 | 11.871.036 $ | +2.088.423 $ | +21,3 % | 1 | 9.782.613 $ | +1.498.355 $ | +18,1 % | 1 | 8.284.258 $ | +1.262.975 $ | +18,0 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 10.151.950 $ | +1.999.030 $ | +24,5 % | 1 | 8.152.920 $ | +1.461.077 $ | +21,8 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 9.798.302 $ | +2.258.208 $ | +29,9 % | 1 | 7.540.094 $ | +113.251 $ | +1,5 % | 1 | 7.426.843 $ | +637.128 $ | +9,4 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 8.849.959 $ | +221.165 $ | +2,6 % | 1 | 8.628.794 $ | +3.398.037 $ | +65,0 % | 1 | ||||||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 8.327.359 $ | +96.380 $ | +1,2 % | 1 | 8.230.979 $ | +1.687.463 $ | +25,8 % | 1 | ||||||||||
| 160.878.416 $ | +56.324.990 $ | +25.906,3 % | 9 | 133.364.569 $ | +71.295.646 $ | +28.898,3 % | 9 | 47.948.476 $ | +14.502.246 $ | +12.772,9 % | 4 | 42.143.233 $ | +19.393.972 $ | +23.356,3 % | 3 | ||||