| Aktie | Ticker | Breite | GCS | 2026/Q2 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 309.556.393 $ | +309.556.393 $ | 38 | |||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 196.056.389 $ | +196.056.389 $ | 1 | |
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 24.365.126 $ | +24.365.126 $ | 1 | |
| FREEPORT-MCMORAN INC | FCX | → 0 | Stark | 18.453.656 $ | +18.453.656 $ | 1 | |
| CUMMINS INC | CMI | → 0 | Neutral | 15.263.117 $ | +15.263.117 $ | 1 | |
| TEXAS INSTRUMENTS INC | TXN | → 0 | Stark | 11.735.319 $ | +11.735.319 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 9.509.878 $ | +9.509.878 $ | 1 | |
| CONOCOPHILLIPS | COP | → 0 | Sehr stark | 8.321.498 $ | +8.321.498 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 8.106.410 $ | +8.106.410 $ | 1 | |
| LOCKHEED MARTIN CORP | LMT | → 0 | Stark | 6.002.393 $ | +6.002.393 $ | 1 | |
| US BANCORP \DE\ | USB | → 0 | Neutral | 3.261.600 $ | +3.261.600 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 1.393.564 $ | +1.393.564 $ | 1 | |
| GENERAL DYNAMICS CORP | GD | → 0 | Neutral | 1.339.381 $ | +1.339.381 $ | 1 | |
| PACCAR INC | PCAR | → 0 | Sehr stark | 1.119.278 $ | +1.119.278 $ | 1 | |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 625.640 $ | +625.640 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 492.201 $ | +492.201 $ | 1 | |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 444.514 $ | +444.514 $ | 1 | |
| CISCO SYSTEMS, INC. | CSCO | → 0 | Sehr stark | 433.780 $ | +433.780 $ | 1 | |
| ENTERPRISE PRODUCTS PARTNERS L.P. | EPD | → 0 | 398.184 $ | +398.184 $ | 1 | ||
| KLA CORP | KLAC | → 0 | Stark | 395.240 $ | +395.240 $ | 1 | |
| DEERE & CO | DE | → 0 | Neutral | 339.367 $ | +339.367 $ | 1 | |
| QUANTA SERVICES, INC. | PWR | → 0 | Sehr stark | 299.537 $ | +299.537 $ | 1 | |
| ONEOK INC /NEW/ | OKE | → 0 | Stark | 234.216 $ | +234.216 $ | 1 | |
| EMERSON ELECTRIC CO | EMR | → 0 | Stark | 201.842 $ | +201.842 $ | 1 | |
| VANGUARD WORLD FUND | → 0 | 174.050 $ | +174.050 $ | 1 | |||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 103.280 $ | +103.280 $ | 1 | |
| STRYKER CORP | SYK | → 0 | Neutral | 88.155 $ | +88.155 $ | 1 | |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Sehr schwach | 84.363 $ | +84.363 $ | 1 | |
| AMERICAN ELECTRIC POWER CO INC | AEP | → 0 | Stark | 82.223 $ | +82.223 $ | 1 | |
| AbbVie Inc. | ABBV | → 0 | Neutral | 73.731 $ | +73.731 $ | 1 | |
| SELECT SECTOR SPDR TRUST | → 0 | 35.919 $ | +35.919 $ | 1 | |||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 27.937 $ | +27.937 $ | 1 | |
| American Healthcare REIT, Inc. | AHR | → 0 | Neutral | 25.397 $ | +25.397 $ | 1 | |
| HONEYWELL INTERNATIONAL INC | HON | → 0 | Neutral | 22.390 $ | +22.390 $ | 1 | |
| Honeywell Aerospace Inc. | HONA | → 0 | 22.108 $ | +22.108 $ | 1 | ||
| SPACE EXPLORATION TECHNOLOGIES CORP | SPCX | → 0 | 18.795 $ | +18.795 $ | 1 | ||
| Solstice Advanced Materials Inc. | SOLS | → 0 | Neutral | 4.430 $ | +4.430 $ | 1 | |
| MCDONALDS CORP | MCD | → 0 | Neutral | 811 $ | +811 $ | 1 | |
| Walt Disney Co | DIS | → 0 | Neutral | 674 $ | +674 $ | 1 | |
| 309.556.393 $ | +309.556.393 $ | 38 | |||||