| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 446.401.720 $ | +88.764.638 $ | +47.598,8 % | 6 | 464.385.561 $ | +73.177.332 $ | +4.601,5 % | 6 | 540.419.889 $ | +105.065.027 $ | +65,7 % | 7 | 481.692.700 $ | +149.638.431 $ | +14,5 % | 6 | ||||
| ISHARES TR | → 0 | 86.324.917 $ | +86.294.701 $ | +285.592,7 % | 1 | 106.778.695 $ | +106.393.674 $ | +27.633,2 % | 1 | 108.468.297 $ | +88.113.148 $ | +432,9 % | 1 | 107.643.193 $ | +107.643.193 $ | 1 | |||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 75.185.717 $ | +181.316 $ | +0,2 % | 1 | 75.004.401 $ | -23.827.965 $ | -24,1 % | 1 | 98.832.366 $ | -7.820.664 $ | -7,3 % | 1 | 106.653.030 $ | +2.971.863 $ | +2,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 99.571.850 $ | +15.963.398 $ | +19,1 % | 1 | 83.608.452 $ | -10.704.275 $ | -11,3 % | 1 | 94.312.727 $ | +19.455.770 $ | +26,0 % | 1 | 74.856.957 $ | +19.399.123 $ | +35,0 % | 1 |
| iSHARES TRUST | → 0 | 64.611.283 $ | -14.432.628 $ | -18,3 % | 1 | 79.043.911 $ | -2.062.418 $ | -2,5 % | 1 | 81.106.329 $ | +1.142.211 $ | +1,4 % | 1 | 79.964.118 $ | +3.931.240 $ | +5,2 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 74.230.440 $ | +5.499.697 $ | +8,0 % | 1 | 68.730.743 $ | -5.820.573 $ | -7,8 % | 1 | 74.551.316 $ | +3.163.032 $ | +4,4 % | 1 | 71.388.284 $ | +12.747.337 $ | +21,7 % | 1 |
| KCM INVESTMENT ADVISORS LLC | → 0 | 46.477.513 $ | -4.741.846 $ | -9,3 % | 1 | 51.219.359 $ | +9.198.889 $ | +21,9 % | 1 | 42.020.470 $ | +833.352 $ | +2,0 % | 1 | 41.187.118 $ | +2.945.675 $ | +7,7 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 41.128.384 $ | +178.178 $ | +0,4 % | 1 | ||||||||||||
| 446.401.720 $ | +88.764.638 $ | +47.598,8 % | 6 | 464.385.561 $ | +73.177.332 $ | +4.601,5 % | 6 | 540.419.889 $ | +105.065.027 $ | +65,7 % | 7 | 481.692.700 $ | +149.638.431 $ | +14,5 % | 6 | ||||