| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 6.064.657.623 $ | +2.080.263.391 $ | +5.541,1 % | 13 | 6.114.320.987 $ | +6.086.877.072 $ | +30.009,6 % | 12 | ||||
| ISHARES TR | → 0 | 1.807.674.584 $ | +1.802.945.628 $ | +38.125,7 % | 1 | 1.849.562.583 $ | +1.846.440.053 $ | +59.132,8 % | 1 | ||
| iSHARES TRUST | → 0 | 900.229.402 $ | -2.180.121 $ | -0,2 % | 1 | 902.409.523 $ | +902.409.523 $ | 1 | |||
| GLOBAL PAYMENTS INC | GPN | → 0 | Stark | 476.628.755 $ | -109.641.855 $ | -18,7 % | 1 | 586.270.610 $ | +586.270.610 $ | 1 | |
| COCA COLA CO | KO | → 0 | Stark | 577.497.512 $ | +32.962.797 $ | +6,1 % | 1 | 544.534.715 $ | +544.534.715 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 367.767.799 $ | -29.270.150 $ | -7,4 % | 1 | 397.037.949 $ | +397.037.949 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 266.501.081 $ | -80.261.300 $ | -23,1 % | 1 | 346.762.381 $ | +346.762.381 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 282.933.917 $ | -27.380.772 $ | -8,8 % | 1 | 310.314.689 $ | +310.314.689 $ | 1 | |
| Pinnacle Financial Partners, Inc. | PNFP | → 0 | Neutral | 301.201.577 $ | +235.530.133 $ | +358,6 % | 1 | ||||
| SYNOVUS FINANCIAL CORP | SNV | → 0 | 265.797.179 $ | +265.797.179 $ | 1 | ||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 236.803.501 $ | -19.673.590 $ | -7,7 % | 1 | 256.477.091 $ | +256.477.091 $ | 1 | |
| VANGUARD TAX-MANAGED FDS | → 0 | 253.605.734 $ | +252.853.055 $ | +33.593,7 % | 1 | 239.895.506 $ | +215.574.121 $ | +886,4 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 226.635.414 $ | +11.366.928 $ | +5,3 % | 1 | 215.268.486 $ | +215.268.486 $ | 1 | |||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 181.477.314 $ | -18.512.961 $ | -9,3 % | 1 | 199.990.275 $ | +199.990.275 $ | 1 | |
| SOUTHERN CO | SO | → 0 | Schwach | 185.701.033 $ | +31.525.599 $ | +20,4 % | 1 | ||||
| 6.064.657.623 $ | +2.080.263.391 $ | +5.541,1 % | 13 | 6.114.320.987 $ | +6.086.877.072 $ | +30.009,6 % | 12 | ||||