| 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 | ||||
| 39.348.993 $ | +6.813.742 $ | +17,7 % | 22 | 32.535.251 $ | +1.663.919 $ | +4,9 % | 17 | 30.871.332 $ | +30.871.332 $ | 14 | |||||
| BBR PARTNERS, LLC | → 0 | 17.609.541 $ | +2.965.285 $ | +20,2 % | 1 | 14.644.256 $ | +458.813 $ | +3,2 % | 1 | 14.185.443 $ | +14.185.443 $ | 1 | |||
| VANGUARD GROUP INC | → 0 | 8.681.342 $ | +1.184.489 $ | +15,8 % | 1 | 7.496.853 $ | +379.753 $ | +5,3 % | 1 | 7.117.100 $ | +7.117.100 $ | 1 | |||
| iSHARES TRUST | → 0 | 4.028.185 $ | +105.092 $ | +2,7 % | 1 | 3.923.093 $ | -63.938 $ | -1,6 % | 1 | 3.987.031 $ | +3.987.031 $ | 1 | |||
| COLUMBIA BANKING SYSTEM, INC. | COLB | → 0 | Stark | 2.103.281 $ | +305.546 $ | +17,0 % | 1 | 1.797.735 $ | -31.648 $ | -1,7 % | 1 | 1.829.383 $ | +1.829.383 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 1.135.821 $ | +716.562 $ | +170,9 % | 1 | 419.259 $ | +119.008 $ | +39,6 % | 1 | 300.251 $ | +300.251 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 906.181 $ | +141.512 $ | +18,5 % | 1 | 764.669 $ | -42.051 $ | -5,2 % | 1 | 806.720 $ | +806.720 $ | 1 | |
| COZAD ASSET MANAGEMENT INC | → 0 | 787.477 $ | +121.574 $ | +18,3 % | 1 | 665.903 $ | +24.154 $ | +3,8 % | 1 | 641.749 $ | +641.749 $ | 1 | |||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 624.813 $ | +83.139 $ | +15,3 % | 1 | 541.674 $ | -18.617 $ | -3,3 % | 1 | 560.291 $ | +560.291 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 385.687 $ | +27.704 $ | +7,7 % | 1 | 357.983 $ | +50.394 $ | +16,4 % | 1 | 307.589 $ | +307.589 $ | 1 | |
| QUALCOMM INC/DE | QCOM | → 0 | Stark | 349.438 $ | +103.726 $ | +42,2 % | 1 | 245.712 $ | -57.218 $ | -18,9 % | 1 | 302.930 $ | +302.930 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 325.747 $ | +3.805 $ | +1,2 % | 1 | 321.942 $ | +321.942 $ | 1 | |||||
| WELLS FARGO & COMPANY/MN | WFC | → 0 | Schwach | 283.951 $ | +9.058 $ | +3,3 % | 1 | 274.893 $ | -31.642 $ | -10,3 % | 1 | 306.535 $ | +306.535 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 280.138 $ | -22.661 $ | -7,5 % | 1 | 302.799 $ | +66.792 $ | +28,3 % | 1 | 236.007 $ | +236.007 $ | 1 | |
| BRISTOL MYERS SQUIBB CO | BMY | → 0 | Neutral | 214.955 $ | -59.217 $ | -21,6 % | 1 | 274.172 $ | +274.172 $ | 1 | |||||
| Innovator ETFs Trust | → 0 | 267.573 $ | +11.139 $ | +4,3 % | 1 | 256.434 $ | -869 $ | -0,3 % | 1 | 257.303 $ | +257.303 $ | 1 | |||
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 242.797 $ | +242.797 $ | 1 | |||||||||
| CHEVRON CORP | CVX | → 0 | Sehr stark | 225.102 $ | +14.478 $ | +6,9 % | 1 | 210.624 $ | +210.624 $ | 1 | |||||
| AMAZON COM INC | AMZN | → 0 | Stark | 221.180 $ | +221.180 $ | 1 | |||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 219.414 $ | +219.414 $ | 1 | |||||||||
| ISHARES TR | → 0 | 214.551 $ | +214.551 $ | 1 | |||||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 209.819 $ | +209.819 $ | 1 | |||||||||
| GERON CORP | GERN | → 0 | Schwach | 32.000 $ | -5.250 $ | -14,1 % | 1 | 37.250 $ | +4.250 $ | +12,9 % | 1 | 33.000 $ | +33.000 $ | 1 | |
| 39.348.993 $ | +6.813.742 $ | +17,7 % | 22 | 32.535.251 $ | +1.663.919 $ | +4,9 % | 17 | 30.871.332 $ | +30.871.332 $ | 14 | |||||