| Aktie | Ticker | Breite | GCS | 2026/Q2 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 146.235.525 $ | +142.257.340 $ | +309,6 % | 77 | ||||
| SELECT SECTOR SPDR TRUST | → 0 | 23.880.976 $ | +23.880.976 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 15.008.545 $ | +15.008.545 $ | 1 | |||
| ISHARES TR | → 0 | 11.757.848 $ | +9.280.673 $ | +374,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 10.699.377 $ | +10.699.377 $ | 1 | |
| COZAD ASSET MANAGEMENT INC | → 0 | 7.337.409 $ | +7.337.409 $ | 1 | |||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 6.207.685 $ | +6.207.685 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Stark | 6.205.565 $ | +6.205.565 $ | 1 | |
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 5.745.285 $ | +5.745.285 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 4.535.786 $ | +4.535.786 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 3.795.458 $ | +3.795.458 $ | 1 | |
| KCM INVESTMENT ADVISORS LLC | → 0 | 2.633.699 $ | +2.633.699 $ | 1 | |||
| VANGUARD SPECIALIZED FUNDS | → 0 | 2.477.175 $ | +1.203.714 $ | +94,5 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.313.364 $ | +2.313.364 $ | 1 | |
| iShares Silver Trust | SLV | → 0 | 2.225.421 $ | +2.225.421 $ | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Neutral | 2.096.439 $ | +2.096.439 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 1.868.689 $ | +1.868.689 $ | 1 | |
| Wheaton Precious Metals Corp. | WPM | → 0 | 1.819.696 $ | +1.819.696 $ | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 1.723.206 $ | +1.723.206 $ | 1 | |
| iSHARES TRUST | → 0 | 1.602.211 $ | +1.602.211 $ | 1 | |||
| SPDR GOLD TRUST | GLD | → 0 | 1.479.414 $ | +1.479.414 $ | 1 | ||
| JOHNSON & JOHNSON | JNJ | → 0 | Stark | 1.368.702 $ | +1.368.702 $ | 1 | |
| Invesco Ltd. | IVZ | → 0 | Sehr stark | 1.281.555 $ | +1.281.555 $ | 1 | |
| VANGUARD TAX-MANAGED FDS | → 0 | 1.273.461 $ | +1.045.912 $ | +459,6 % | 1 | ||
| Broadcom Inc. | AVGO | → 0 | Neutral | 1.269.356 $ | +1.269.356 $ | 1 | |
| CORNING INC /NY | GLW | → 0 | Stark | 1.234.559 $ | +1.234.559 $ | 1 | |
| NLIGHT, INC. | LASR | → 0 | Neutral | 1.224.128 $ | +1.224.128 $ | 1 | |
| UNITED RENTALS, INC. | URI | → 0 | Neutral | 1.045.681 $ | +1.045.681 $ | 1 | |
| AXON ENTERPRISE, INC. | AXON | → 0 | Sehr schwach | 975.461 $ | +975.461 $ | 1 | |
| Walmart Inc. | WMT | → 0 | Stark | 924.925 $ | +924.925 $ | 1 | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 798.235 $ | +798.235 $ | 1 | |||
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 784.209 $ | +784.209 $ | 1 | |
| TERADYNE, INC | TER | → 0 | Stark | 752.675 $ | +752.675 $ | 1 | |
| VANGUARD GROUP INC | → 0 | 738.326 $ | +738.326 $ | 1 | |||
| VANGUARD WORLD FUND | → 0 | 721.421 $ | +721.421 $ | 1 | |||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 667.587 $ | +667.587 $ | 1 | |
| SCHWAB STRATEGIC TRUST | → 0 | 652.835 $ | +652.835 $ | 1 | |||
| Blackstone Secured Lending Fund | BXSL | → 0 | Neutral | 650.840 $ | +650.840 $ | 1 | |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Schwach | 620.990 $ | +620.990 $ | 1 | |
| BALL Corp | BALL | → 0 | Stark | 616.013 $ | +616.013 $ | 1 | |
| PROSHARES TRUST | → 0 | 615.553 $ | +615.553 $ | 1 | |||
| AMPHENOL CORP /DE/ | APH | → 0 | Neutral | 600.722 $ | +600.722 $ | 1 | |
| NORTHSTAR ASSET MANAGEMENT Co | → 0 | 588.027 $ | +588.027 $ | 1 | |||
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 565.082 $ | +565.082 $ | 1 | |||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 531.249 $ | +531.249 $ | 1 | |
| INVESCO EXCHANGE-TRADED FUND TRUST | → 0 | 499.423 $ | +499.423 $ | 1 | |||
| PEPSICO INC | PEP | → 0 | Stark | 450.000 $ | +450.000 $ | 1 | |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 448.305 $ | +448.305 $ | 1 | |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 446.377 $ | +446.377 $ | 1 | ||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 434.925 $ | +434.925 $ | 1 | |||
| CHEVRON CORP | CVX | → 0 | Sehr stark | 419.739 $ | +419.739 $ | 1 | |
| NIKE, Inc. | NKE | → 0 | Schwach | 414.112 $ | +414.112 $ | 1 | |
| CISCO SYSTEMS, INC. | CSCO | → 0 | Stark | 399.129 $ | +399.129 $ | 1 | |
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 398.574 $ | +398.574 $ | 1 | |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 391.069 $ | +391.069 $ | 1 | |
| INTEL CORP | INTC | → 0 | Neutral | 374.907 $ | +374.907 $ | 1 | |
| BARCLAYS BANK PLC | ATMP | → 0 | 364.323 $ | +364.323 $ | 1 | ||
| GENERAL ELECTRIC CO | GE | → 0 | Neutral | 359.405 $ | +359.405 $ | 1 | |
| BlackRock, Inc. | BLK | → 0 | Neutral | 344.378 $ | +344.378 $ | 1 | |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 326.358 $ | +326.358 $ | 1 | |||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 321.923 $ | +321.923 $ | 1 | |
| VERIZON COMMUNICATIONS INC | VZ | → 0 | Sehr stark | 297.269 $ | +297.269 $ | 1 | |
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 294.437 $ | +294.437 $ | 1 | |
| MCDONALDS CORP | MCD | → 0 | Stark | 274.148 $ | +274.148 $ | 1 | |
| Monster Beverage Corp | MNST | → 0 | Neutral | 260.293 $ | +260.293 $ | 1 | |
| Bloom Energy Corp | BE | → 0 | Neutral | 256.690 $ | +256.690 $ | 1 | |
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Neutral | 255.652 $ | +255.652 $ | 1 | |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 239.174 $ | +239.174 $ | 1 | |
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 236.057 $ | +236.057 $ | 1 | |
| VANGUARD WHITEHALL FDS | → 0 | 227.549 $ | +227.549 $ | 1 | |||
| CAMECO CORP | CCJ | → 0 | 226.639 $ | +226.639 $ | 1 | ||
| Marvell Technology, Inc. | MRVL | → 0 | Neutral | 223.418 $ | +223.418 $ | 1 | |
| PFIZER INC | PFE | → 0 | Stark | 221.372 $ | +221.372 $ | 1 | |
| Duke Energy CORP | DUK | → 0 | Neutral | 216.705 $ | +216.705 $ | 1 | |
| Hilton Worldwide Holdings Inc. | HLT | → 0 | Neutral | 214.799 $ | +214.799 $ | 1 | |
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 213.238 $ | +213.238 $ | 1 | |
| QUALCOMM INC/DE | QCOM | → 0 | Neutral | 204.078 $ | +204.078 $ | 1 | |
| SOUNDHOUND AI, INC. | SOUN | → 0 | Schwach | 66.220 $ | +66.220 $ | 1 | |
| 146.235.525 $ | +142.257.340 $ | +309,6 % | 77 | ||||