| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 80.929.624 $ | +8.588.768 $ | +134,9 % | 42 | 72.111.353 $ | -11.286.132 $ | -1,3 % | 40 | 83.622.843 $ | +83.622.843 $ | 41 | |||||
| SoFi Technologies, Inc. | SOFI | → 0 | Schwach | 14.438.661 $ | +2.444.646 $ | +20,4 % | 1 | 11.994.015 $ | -10.247.227 $ | -46,1 % | 1 | 22.241.242 $ | +22.241.242 $ | 1 | |
| FIDELITY MERRIMACK STR TR | → 0 | 11.766.108 $ | +11.536.605 $ | +5.026,8 % | 1 | 9.870.886 $ | -140.252 $ | -1,4 % | 1 | 10.011.138 $ | +10.011.138 $ | 1 | |||
| CITIGROUP INC | C | → 0 | Neutral | 7.392.064 $ | +1.044.812 $ | +16,5 % | 1 | 6.347.252 $ | -205.686 $ | -3,1 % | 1 | 6.552.938 $ | +6.552.938 $ | 1 | |
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 5.405.926 $ | +494.701 $ | +10,1 % | 1 | 4.911.225 $ | -793.995 $ | -13,9 % | 1 | 5.705.220 $ | +5.705.220 $ | 1 | |
| BlackRock Finance, Inc. | → 0 | 4.510.351 $ | +350.052 $ | +8,4 % | 1 | 4.160.299 $ | -136.339 $ | -3,2 % | 1 | 4.296.638 $ | +4.296.638 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 3.494.030 $ | +73.538 $ | +2,1 % | 1 | 3.420.492 $ | -440.495 $ | -11,4 % | 1 | 3.860.987 $ | +3.860.987 $ | 1 | |
| PETROBRAS - PETROLEO BRASILEIRO SA | PBR | → 0 | Schwach | 388.156 $ | -2.791.473 $ | -87,8 % | 1 | 3.179.629 $ | +2.132.561 $ | +203,7 % | 1 | 1.047.068 $ | +1.047.068 $ | 1 | |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 2.593.763 $ | +1.461.878 $ | +129,2 % | 1 | 1.131.885 $ | -114.740 $ | -9,2 % | 1 | 1.246.625 $ | +1.246.625 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.236.639 $ | +408.498 $ | +22,3 % | 1 | 1.828.141 $ | -184.829 $ | -9,2 % | 1 | 2.012.970 $ | +2.012.970 $ | 1 | |
| FREEPORT-MCMORAN INC | FCX | → 0 | Stark | 2.012.985 $ | +123.373 $ | +6,5 % | 1 | 1.889.612 $ | +57.694 $ | +3,1 % | 1 | 1.831.918 $ | +1.831.918 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 2.008.825 $ | +294.263 $ | +17,2 % | 1 | 1.714.562 $ | -123.319 $ | -6,7 % | 1 | 1.837.881 $ | +1.837.881 $ | 1 | |
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Stark | 1.794.142 $ | +872.774 $ | +94,7 % | 1 | 921.368 $ | -207.875 $ | -18,4 % | 1 | 1.129.243 $ | +1.129.243 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 1.384.079 $ | -178.113 $ | -11,4 % | 1 | 1.562.192 $ | -86.500 $ | -5,2 % | 1 | 1.648.692 $ | +1.648.692 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 1.585.626 $ | +217.243 $ | +15,9 % | 1 | 1.368.383 $ | -229.451 $ | -14,4 % | 1 | 1.597.834 $ | +1.597.834 $ | 1 | |
| SCHWAB STRATEGIC TRUST | → 0 | 1.591.591 $ | +216.490 $ | +15,7 % | 1 | 1.375.101 $ | -61.564 $ | -4,3 % | 1 | 1.436.665 $ | +1.436.665 $ | 1 | |||
| NVIDIA CORP | NVDA | → 0 | Neutral | 1.435.653 $ | +151.371 $ | +11,8 % | 1 | 1.284.282 $ | -89.664 $ | -6,5 % | 1 | 1.373.946 $ | +1.373.946 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.214.068 $ | +210.758 $ | +21,0 % | 1 | 1.003.310 $ | -296.840 $ | -22,8 % | 1 | 1.300.150 $ | +1.300.150 $ | 1 | |
| AT&T INC. | T | → 0 | Stark | 896.538 $ | -390.183 $ | -30,3 % | 1 | 1.286.721 $ | +178.609 $ | +16,1 % | 1 | 1.108.112 $ | +1.108.112 $ | 1 | |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 1.257.659 $ | +82.147 $ | +7,0 % | 1 | 1.175.512 $ | +174.288 $ | +17,4 % | 1 | 1.001.224 $ | +1.001.224 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 1.070.107 $ | -179.100 $ | -14,3 % | 1 | 1.249.207 $ | +357.488 $ | +40,1 % | 1 | 891.719 $ | +891.719 $ | 1 | |
| ETSY INC | ETSY | → 0 | Neutral | 1.204.979 $ | +451.930 $ | +60,0 % | 1 | 753.049 $ | -126.008 $ | -14,3 % | 1 | 879.057 $ | +879.057 $ | 1 | |
| BILL Holdings, Inc. | BILL | → 0 | Neutral | 731.481 $ | +18.067 $ | +2,5 % | 1 | 713.414 $ | -339.481 $ | -32,2 % | 1 | 1.052.895 $ | +1.052.895 $ | 1 | |
| CVS HEALTH Corp | CVS | → 0 | Stark | 1.003.362 $ | +520.947 $ | +108,0 % | 1 | 482.415 $ | -56.519 $ | -10,5 % | 1 | 538.934 $ | +538.934 $ | 1 | |
| CHEVRON CORP | CVX | → 0 | Sehr stark | 843.387 $ | -155.940 $ | -15,6 % | 1 | 999.327 $ | +258.157 $ | +34,8 % | 1 | 741.170 $ | +741.170 $ | 1 | |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 824.873 $ | +176.615 $ | +27,2 % | 1 | 648.258 $ | -31.217 $ | -4,6 % | 1 | 679.475 $ | +679.475 $ | 1 | ||
| VERIZON COMMUNICATIONS INC | VZ | → 0 | Sehr stark | 644.965 $ | -154.319 $ | -19,3 % | 1 | 799.284 $ | +145.893 $ | +22,3 % | 1 | 653.391 $ | +653.391 $ | 1 | |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 752.069 $ | -1.019 $ | -0,1 % | 1 | 753.088 $ | -9.305 $ | -1,2 % | 1 | 762.393 $ | +762.393 $ | 1 | |||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 759.449 $ | +132.579 $ | +21,1 % | 1 | 626.870 $ | +32 $ | +0,0 % | 1 | 626.838 $ | +626.838 $ | 1 | |
| CIBC Private Wealth Group LLC | → 0 | 712.904 $ | +67.303 $ | +10,4 % | 1 | 645.601 $ | +3.512 $ | +0,5 % | 1 | 642.089 $ | +642.089 $ | 1 | |||
| NICE Ltd. | NICE | → 0 | Schwach | 593.250 $ | +162.023 $ | +37,6 % | 1 | 431.227 $ | -23.646 $ | -5,2 % | 1 | 454.873 $ | +454.873 $ | 1 | |
| Walmart Inc. | WMT | → 0 | Stark | 510.350 $ | -60.095 $ | -10,5 % | 1 | 570.445 $ | +59.073 $ | +11,6 % | 1 | 511.372 $ | +511.372 $ | 1 | |
| ORACLE CORP | ORCL | → 0 | Stark | 557.921 $ | +136.157 $ | +32,3 % | 1 | 421.764 $ | -141.331 $ | -25,1 % | 1 | 563.095 $ | +563.095 $ | 1 | |
| HUBSPOT INC | HUBS | → 0 | Neutral | 475.621 $ | +169.275 $ | +55,3 % | 1 | 306.346 $ | -210.528 $ | -40,7 % | 1 | 516.874 $ | +516.874 $ | 1 | |
| PayPal Holdings, Inc. | PYPL | → 0 | Neutral | 475.498 $ | +93.033 $ | +24,3 % | 1 | 382.465 $ | -115.633 $ | -23,2 % | 1 | 498.098 $ | +498.098 $ | 1 | |
| ServiceNow, Inc. | NOW | → 0 | Schwach | 408.736 $ | +111.082 $ | +37,3 % | 1 | 297.654 $ | -156.095 $ | -34,4 % | 1 | 453.749 $ | +453.749 $ | 1 | |
| VODAFONE GROUP PUBLIC LTD CO | VOD | → 0 | 306.318 $ | -137.409 $ | -31,0 % | 1 | 443.727 $ | +54.923 $ | +14,1 % | 1 | 388.804 $ | +388.804 $ | 1 | ||
| Coinbase Global, Inc. | COIN | → 0 | Neutral | 319.718 $ | +10.309 $ | +3,3 % | 1 | 309.409 $ | -95.155 $ | -23,5 % | 1 | 404.564 $ | +404.564 $ | 1 | |
| VANGUARD GROUP INC | → 0 | 388.479 $ | -6.376 $ | -1,6 % | 1 | 394.855 $ | +3.874 $ | +1,0 % | 1 | 390.981 $ | +390.981 $ | 1 | |||
| PRINCIPAL FINANCIAL GROUP INC | PFG | → 0 | Sehr stark | 327.651 $ | +23.530 $ | +7,7 % | 1 | 304.121 $ | +6.412 $ | +2,2 % | 1 | 297.709 $ | +297.709 $ | 1 | |
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 230.865 $ | +230.865 $ | 1 | |||||||||
| INVESCO EXCHANGE TRADED FD T | → 0 | 229.503 $ | -9.641.383 $ | -97,7 % | 1 | ||||||||||
| WELLS FARGO & COMPANY/MN | WFC | → 0 | Schwach | 225.358 $ | +225.358 $ | 1 | |||||||||
| Sunrun Inc. | RUN | → 0 | Schwach | 151.274 $ | -2.686 $ | -1,7 % | 1 | 153.960 $ | -54.954 $ | -26,3 % | 1 | 208.914 $ | +208.914 $ | 1 | |
| 80.929.624 $ | +8.588.768 $ | +134,9 % | 42 | 72.111.353 $ | -11.286.132 $ | -1,3 % | 40 | 83.622.843 $ | +83.622.843 $ | 41 | |||||