| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 152.692.915 $ | -647.979 $ | +0,5 % | 33 | 154.306.043 $ | -7.385.510 $ | +2,5 % | 34 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 17.590.231 $ | +3.213.493 $ | +22,4 % | 1 | 14.376.738 $ | +5.502.745 $ | +62,0 % | 1 |
| Tesla, Inc. | TSLA | → 0 | Schwach | 14.935.927 $ | +1.586.013 $ | +11,9 % | 1 | 13.349.914 $ | +1.169.242 $ | +9,6 % | 1 |
| NETFLIX INC | NFLX | → 0 | Neutral | 9.134.273 $ | -3.488.395 $ | -27,6 % | 1 | 12.622.668 $ | -4.933.326 $ | -28,1 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 12.422.042 $ | +1.397.547 $ | +12,7 % | 1 | 11.024.495 $ | -845.820 $ | -7,1 % | 1 |
| WILLIAMS SONOMA INC | WSM | → 0 | Neutral | 9.681.109 $ | +2.094.298 $ | +27,6 % | 1 | 7.586.811 $ | +760.069 $ | +11,1 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 6.985.154 $ | -657.793 $ | -8,6 % | 1 | 7.642.947 $ | +245.126 $ | +3,3 % | 1 |
| AMERICAN EXPRESS CO | AXP | → 0 | Stark | 7.479.046 $ | +714.786 $ | +10,6 % | 1 | 6.764.260 $ | -347.399 $ | -4,9 % | 1 |
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 6.658.861 $ | -177.684 $ | -2,6 % | 1 | 6.836.545 $ | -3.696.383 $ | -35,1 % | 1 |
| TETRA TECH INC | TTEK | → 0 | Neutral | 5.725.584 $ | -499.740 $ | -8,0 % | 1 | 6.225.324 $ | +2.507.816 $ | +67,5 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 6.027.610 $ | +137.618 $ | +2,3 % | 1 | 5.889.992 $ | -690.887 $ | -10,5 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 6.026.138 $ | +37.898 $ | +0,6 % | 1 | 5.988.240 $ | -1.516.682 $ | -20,2 % | 1 |
| CHIPOTLE MEXICAN GRILL INC | CMG | → 0 | Schwach | 5.318.654 $ | +153.520 $ | +3,0 % | 1 | 5.165.134 $ | -3.751.822 $ | -42,1 % | 1 |
| NEW YORK TIMES CO | NYT | → 0 | Stark | 4.337.640 $ | -954.793 $ | -18,0 % | 1 | 5.292.433 $ | +1.883.251 $ | +55,2 % | 1 |
| Ferrari N.V. | RACE | → 0 | Schwach | 4.586.985 $ | +558.753 $ | +13,9 % | 1 | 4.028.232 $ | -1.592.005 $ | -28,3 % | 1 |
| MCDONALDS CORP | MCD | → 0 | Neutral | 613.826 $ | -3.737.958 $ | -85,9 % | 1 | 4.351.784 $ | +445.179 $ | +11,4 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 3.740.246 $ | -551.301 $ | -12,8 % | 1 | 4.291.547 $ | -1.580.697 $ | -26,9 % | 1 |
| Walt Disney Co | DIS | → 0 | Neutral | 3.660.195 $ | -137.273 $ | -3,6 % | 1 | 3.797.468 $ | -738.817 $ | -16,3 % | 1 |
| ECOLAB INC. | ECL | → 0 | Neutral | 3.774.887 $ | +215.718 $ | +6,1 % | 1 | 3.559.169 $ | +82.316 $ | +2,4 % | 1 |
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 3.262.683 $ | -220.641 $ | -6,3 % | 1 | 3.483.324 $ | -4.523.194 $ | -56,5 % | 1 |
| ADOBE INC. | ADBE | → 0 | Schwach | 2.127.493 $ | -1.015.531 $ | -32,3 % | 1 | 3.143.024 $ | -1.767.643 $ | -36,0 % | 1 |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Sehr schwach | 2.975.764 $ | +915.207 $ | +44,4 % | 1 | 2.060.557 $ | +815.112 $ | +65,4 % | 1 |
| lululemon athletica inc. | LULU | → 0 | Stark | 343.225 $ | -2.062.844 $ | -85,7 % | 1 | 2.406.069 $ | -1.360.049 $ | -36,1 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Stark | 2.181.506 $ | +455.678 $ | +26,4 % | 1 | 1.725.828 $ | +1.725.828 $ | 1 | |
| PROSHARES TRUST | → 0 | 2.144.782 $ | +867.381 $ | +67,9 % | 1 | 1.277.401 $ | +138.204 $ | +12,1 % | 1 | ||
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 2.039.933 $ | +468.084 $ | +29,8 % | 1 | 1.571.849 $ | +1.571.849 $ | 1 | |
| STRYKER CORP | SYK | → 0 | Neutral | 1.937.840 $ | -15.299 $ | -0,8 % | 1 | 1.953.139 $ | -48.353 $ | -2,4 % | 1 |
| EMBRAER S.A. | EMBJ | → 0 | 1.784.677 $ | +250.857 $ | +16,4 % | 1 | 1.533.820 $ | +418.441 $ | +37,5 % | 1 | |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 1.633.197 $ | +94.399 $ | +6,1 % | 1 | 1.538.798 $ | +449.054 $ | +41,2 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 927.109 $ | -586.748 $ | -38,8 % | 1 | 1.513.857 $ | +496.214 $ | +48,8 % | 1 |
| On Holding AG | ONON | → 0 | 1.443.542 $ | +134.588 $ | +10,3 % | 1 | 1.308.954 $ | +1.308.954 $ | 1 | ||
| EQUITABLE TRUST CO | → 0 | 965.149 $ | +15.302 $ | +1,6 % | 1 | ||||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 675.279 $ | +147.736 $ | +28,0 % | 1 | 527.543 $ | -30.165 $ | -5,4 % | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 272.122 $ | +27.962 $ | +11,5 % | 1 | 244.160 $ | +244.160 $ | 1 | |
| AMERICAN TOWER CORP /MA/ | AMT | → 0 | Neutral | 245.355 $ | -13.515 $ | -5,2 % | 1 | 258.870 $ | +258.870 $ | 1 | |
| 152.692.915 $ | -647.979 $ | +0,5 % | 33 | 154.306.043 $ | -7.385.510 $ | +2,5 % | 34 | ||||