| 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 | ||||
| 43.642.944 $ | +8.878.892 $ | +34,4 % | 7 | 29.650.100 $ | -943.434 $ | -2,9 % | 5 | 33.859.506 $ | +2.144.883 $ | +7,4 % | 6 | 39.739.383 $ | +14.401.041 $ | +443,2 % | 7 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 8.024.760 $ | +7.761.105 $ | +2.943,7 % | 1 | ||||||||||||||
| iSHARES TRUST | → 0 | 7.900.159 $ | +729.772 $ | +10,2 % | 1 | 7.170.387 $ | -607.287 $ | -7,8 % | 1 | 7.777.674 $ | +1.138.782 $ | +17,2 % | 1 | 6.638.892 $ | +1.666.789 $ | +33,5 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 7.538.424 $ | +829.176 $ | +12,4 % | 1 | 6.709.248 $ | +478.966 $ | +7,7 % | 1 | 6.230.282 $ | +135.408 $ | +2,2 % | 1 | 6.094.874 $ | +1.322.497 $ | +27,7 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 7.398.014 $ | +1.328.846 $ | +21,9 % | 1 | 6.069.168 $ | -200.105 $ | -3,2 % | 1 | 6.269.273 $ | +439.738 $ | +7,5 % | 1 | 5.829.535 $ | +1.264.586 $ | +27,7 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 6.396.913 $ | +1.462.957 $ | +29,7 % | 1 | 4.933.956 $ | +16.208 $ | +0,3 % | 1 | 4.917.748 $ | +1.038.620 $ | +26,8 % | 1 | 3.879.128 $ | +1.149.170 $ | +42,1 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 5.525.188 $ | +757.847 $ | +15,9 % | 1 | 4.767.341 $ | -631.216 $ | -11,7 % | 1 | 5.398.557 $ | -664.103 $ | -11,0 % | 1 | 6.062.660 $ | +997.406 $ | +19,7 % | 1 |
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 4.962.267 $ | +2.548.253 $ | +105,6 % | 1 | ||||||||||||
| JABIL INC | JBL | → 0 | Schwach | 3.921.979 $ | +1.222.041 $ | +45,3 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 3.265.972 $ | +56.438 $ | +1,8 % | 1 | 3.209.534 $ | +239.488 $ | +8,1 % | 1 | ||||||||
| 43.642.944 $ | +8.878.892 $ | +34,4 % | 7 | 29.650.100 $ | -943.434 $ | -2,9 % | 5 | 33.859.506 $ | +2.144.883 $ | +7,4 % | 6 | 39.739.383 $ | +14.401.041 $ | +443,2 % | 7 | ||||