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Investment House Llc
Vermögensverwalter · Portfolio $2.25 Mrd. · 204 Positionen · Bericht zum 30.09.2026
Aktienpositionen Bericht für 30.09.2026, eingereicht am 21.10.2026; Veränderung – ggü. 30.06.2026 · 244
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| The Investment House ETF US:TIH · ETF | 25 345 023 | $622 Mio. | 27.64% | neu |
| Apple Inc. US:AAPL | 314 278 | $105 Mio. | 4.65% | −216 800 |
| Dell Technologies Inc. US:DELL | 176 488 | $94.9 Mio. | 4.22% | −73 732 |
| Meta Platforms, Inc. US:META | 129 657 | $94.0 Mio. | 4.18% | −29 829 |
| Alphabet Inc. US:GOOGL | 246 207 | $84.7 Mio. | 3.76% | −86 578 |
| Microsoft Corporation US:MSFT | 151 099 | $77.5 Mio. | 3.44% | −57 303 |
| Amazon.com, Inc. US:AMZN | 272 862 | $68.0 Mio. | 3.02% | −53 198 |
| NVIDIA Corporation US:NVDA | 267 999 | $61.2 Mio. | 2.72% | −162 268 |
| Alphabet Inc. US:GOOG | 120 354 | $41.0 Mio. | 1.82% | −74 606 |
| NEBIUS GROUP N.V. CUSIP N97284108 | 149 913 | $35.4 Mio. | 1.57% | −66 559 |
| COSTCO WHOLESALE CORP /NEW US:COST | 38 755 | $35.3 Mio. | 1.57% | −24 064 |
| Eli Lilly and Company US:LLY | 30 026 | $34.7 Mio. | 1.54% | −16 291 |
| MercadoLibre Inc. US:MELI | 19 550 | $33.8 Mio. | 1.50% | +5 331 |
| Molina Healthcare Inc US:MOH | 164 196 | $31.0 Mio. | 1.38% | +34 164 |
| CrowdStrike Holdings, Inc. US:CRWD | 100 495 | $26.6 Mio. | 1.18% | +68 585 |
| Williams-Sonoma Inc US:WSM | 108 633 | $24.8 Mio. | 1.10% | −24 662 |
| Progressive Corp US:PGR | 116 471 | $24.1 Mio. | 1.07% | +38 848 |
| American Express Company US:AXP | 77 120 | $23.5 Mio. | 1.04% | −40 152 |
| NU HLDGS LTD CUSIP G6683N103 | 1 692 187 | $21.4 Mio. | 0.95% | −886 031 |
| Advanced Micro Devices Inc US:AMD | 31 530 | $19.3 Mio. | 0.86% | −6 840 |
| Texas Instruments Incorporat… US:TXN | 68 753 | $19.3 Mio. | 0.86% | −34 327 |
| Intercontinental Exchange In… US:ICE | 122 375 | $18.6 Mio. | 0.83% | −59 333 |
| Waste Management Inc US:WM | 90 323 | $18.4 Mio. | 0.82% | −40 560 |
| Johnson & Johnson US:JNJ | 62 371 | $16.5 Mio. | 0.73% | −30 283 |
| Sprouts Farmers Market LLC US:SFM | 247 495 | $16.4 Mio. | 0.73% | +83 205 |
| Micron Technology Inc US:MU | 15 155 | $16.1 Mio. | 0.72% | −11 545 |
| Expedia Group Inc. US:EXPE | 60 282 | $15.9 Mio. | 0.70% | −11 682 |
| iShares Biotechnology ETF US:IBB · ETF | 71 956 | $15.1 Mio. | 0.67% | −25 698 |
| QUALCOMM INC/DE US:QCOM | 75 553 | $13.9 Mio. | 0.62% | −52 688 |
| Adobe Systems Incorporated US:ADBE | 53 423 | $12.8 Mio. | 0.57% | −40 532 |
| UNITEDHEALTH GROUP INC US:UNH | 33 604 | $12.3 Mio. | 0.55% | −7 269 |
| SPDR® S&P Biotech ETF US:XBI · ETF | 75 235 | $11.9 Mio. | 0.53% | −16 185 |
| Cummins Inc US:CMI | 22 833 | $11.8 Mio. | 0.52% | −10 229 |
| Intuitive Surgical Inc US:ISRG | 28 250 | $11.5 Mio. | 0.51% | −430 |
| Ecolab Inc US:ECL | 41 303 | $11.3 Mio. | 0.50% | −26 191 |
| Intuit Inc US:INTU | 39 345 | $10.8 Mio. | 0.48% | −27 271 |
| Booking Holdings Inc US:BKNG | 66 350 | $10.8 Mio. | 0.48% | +62 534 |
| Intel Corporation US:INTC | 89 252 | $10.7 Mio. | 0.48% | +40 915 |
| Airbnb Inc US:ABNB | 66 180 | $10.6 Mio. | 0.47% | −19 805 |
| Visa Inc. Class A US:V | 28 958 | $10.4 Mio. | 0.46% | −19 545 |
| Lowe's Companies Inc US:LOW | 54 648 | $10.1 Mio. | 0.45% | −26 318 |
| QXO, Inc. US:QXO | 855 460 | $10.0 Mio. | 0.44% | −1 508 |
| Sea Ltd US:SE · Hinterlegungsschein | 102 478 | $9.98 Mio. | 0.44% | −34 720 |
| Deere & Company US:DE | 14 688 | $9.86 Mio. | 0.44% | −1 424 |
| Motorola Solutions Inc US:MSI | 21 759 | $9.70 Mio. | 0.43% | −28 173 |
| Veeva Systems Inc Class A US:VEEV | 33 070 | $9.44 Mio. | 0.42% | neu |
| Align Technology Inc US:ALGN | 63 975 | $9.30 Mio. | 0.41% | −18 412 |
| Applovin Corp US:APP | 31 950 | $9.28 Mio. | 0.41% | −13 547 |
| Expeditors International of… US:EXPD | 48 714 | $8.99 Mio. | 0.40% | −9 619 |
| Autodesk Inc US:ADSK | 42 513 | $8.89 Mio. | 0.39% | −21 096 |
| Mastercard Inc US:MA | 15 914 | $8.78 Mio. | 0.39% | −12 568 |
| Maplebear Inc. US:CART | 203 193 | $8.76 Mio. | 0.39% | −73 130 |
| Broadcom Inc. US:AVGO | 24 504 | $8.61 Mio. | 0.38% | +15 376 |
| Builders FirstSource Inc US:BLDR | 147 460 | $8.41 Mio. | 0.37% | +51 499 |
| Uber Technologies Inc US:UBER | 122 190 | $8.37 Mio. | 0.37% | −45 695 |
| Walmart Inc. US:WMT | 79 532 | $8.26 Mio. | 0.37% | −37 495 |
| Figure Technology Solutions,… US:FIGR | 285 955 | $8.25 Mio. | 0.37% | +39 090 |
| STRYKER CORP US:SYK | 28 953 | $7.97 Mio. | 0.35% | −11 359 |
| Union Pacific Corporation US:UNP | 28 798 | $7.84 Mio. | 0.35% | −23 568 |
| Novartis AG ADR US:NVS · Hinterlegungsschein | 53 956 | $7.69 Mio. | 0.34% | −27 758 |
| Ralph Lauren Corp Class A US:RL | 18 390 | $6.53 Mio. | 0.29% | +6 760 |
| Automatic Data Processing In… US:ADP | 24 264 | $6.26 Mio. | 0.28% | −60 310 |
| iShares 0–1 Year Treasury Bo… US:SHV · ETF | 54 626 | $6.03 Mio. | 0.27% | +17 069 |
| Reddit, Inc. US:RDDT | 42 053 | $5.99 Mio. | 0.27% | −19 097 |
| AbbVie Inc US:ABBV | 22 864 | $5.98 Mio. | 0.27% | −22 989 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 31 876 | $5.85 Mio. | 0.26% | −25 266 |
| ASML HLDG NV CUSIP N07059210 | 2 899 | $5.25 Mio. | 0.23% | −90 |
| Edwards Lifesciences Corp US:EW | 56 715 | $4.90 Mio. | 0.22% | −62 285 |
| WW Grainger Inc US:GWW | 3 869 | $4.82 Mio. | 0.21% | −5 390 |
| Paychex Inc US:PAYX | 46 972 | $4.63 Mio. | 0.21% | −108 076 |
| Bank of America Corp US:BAC | 83 588 | $4.55 Mio. | 0.20% | −8 660 |
| JPMorgan Chase & Co. US:JPM | 13 382 | $4.43 Mio. | 0.20% | +2 410 |
| Amgen Inc US:AMGN | 10 398 | $4.38 Mio. | 0.19% | −14 619 |
| MERCK & CO INC US:MRK | 29 177 | $4.24 Mio. | 0.19% | −25 464 |
| Corning Incorporated US:GLW | 24 730 | $3.80 Mio. | 0.17% | −24 035 |
| Church & Dwight Company Inc US:CHD | 40 069 | $3.78 Mio. | 0.17% | −56 170 |
| Norfolk Southern Corporation US:NSC | 12 146 | $3.75 Mio. | 0.17% | −13 356 |
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 24 777 | $3.74 Mio. | 0.17% | neu |
| GARMIN LTD CUSIP H2906T109 | 12 925 | $3.71 Mio. | 0.16% | −1 300 |
| Duolingo Inc US:DUOL | 25 975 | $3.70 Mio. | 0.16% | +8 256 |
| AutoNation Inc US:AN | 23 410 | $3.69 Mio. | 0.16% | −22 260 |
| Cisco Systems Inc US:CSCO | 34 027 | $3.66 Mio. | 0.16% | −36 973 |
| DR Horton Inc US:DHI | 24 615 | $3.36 Mio. | 0.15% | −29 281 |
| ON HLDG AG CUSIP H5919C104 | 107 874 | $3.19 Mio. | 0.14% | neu |
| Cheniere Energy Inc US:LNG | 11 595 | $3.12 Mio. | 0.14% | −800 |
| Fiserv, Inc. US:FISV | 68 790 | $3.11 Mio. | 0.14% | +37 255 |
| Trimble Inc US:TRMB | 54 194 | $3.10 Mio. | 0.14% | −86 042 |
| PayPal Holdings Inc US:PYPL | 55 906 | $2.94 Mio. | 0.13% | −40 869 |
| Delta Air Lines Inc US:DAL | 34 394 | $2.87 Mio. | 0.13% | neu |
| BERKSHIRE HATHAWAY INC US:BRK-A | 5 690 | $2.83 Mio. | 0.13% | −5 420 |
| Compass Inc US:COMP | 313 330 | $2.78 Mio. | 0.12% | −15 145 |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 34 114 | $2.77 Mio. | 0.12% | −4 161 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 13 148 | $2.74 Mio. | 0.12% | −10 961 |
| CHARLES RIVER LABORATORIES I… US:CRL | 9 084 | $2.68 Mio. | 0.12% | −14 934 |
| MEDTRONIC PLC CUSIP G5960L103 | 28 800 | $2.49 Mio. | 0.11% | −12 973 |
| The Home Depot Inc US:HD | 8 520 | $2.42 Mio. | 0.11% | −6 518 |
| S&P Global Inc US:SPGI | 6 109 | $2.41 Mio. | 0.11% | +2 374 |
| Corpay Inc US:CPAY | 6 165 | $2.40 Mio. | 0.11% | −3 035 |
| Oracle Corporation US:ORCL | 17 207 | $2.36 Mio. | 0.10% | −33 989 |
| International Business Machi… US:IBM | 10 680 | $2.35 Mio. | 0.10% | −3 625 |
| BIRKENSTOCK HOLDING PLC CUSIP M2029K104 | 71 954 | $2.33 Mio. | 0.10% | neu |
| Waters Corporation US:WAT | 5 257 | $2.31 Mio. | 0.10% | −8 756 |
| Zoetis Inc US:ZTS | 32 440 | $2.27 Mio. | 0.10% | +14 060 |
| Clear Secure Inc US:YOU | 52 435 | $2.20 Mio. | 0.10% | neu |
| VALARIS LTD CUSIP G9460G101 | 27 679 | $2.17 Mio. | 0.10% | −36 211 |
| FEDEX CORP US:FDX | 7 566 | $2.16 Mio. | 0.10% | −13 391 |
| Interactive Brokers Group In… US:IBKR | 24 935 | $2.13 Mio. | 0.09% | −6 840 |
| Block Inc US:XYZ | 28 473 | $2.09 Mio. | 0.09% | −16 120 |
| Marvell Technology, Inc. US:MRVL | 7 750 | $2.05 Mio. | 0.09% | −6 665 |
| HCA Healthcare, Inc. US:HCA | 4 789 | $2.04 Mio. | 0.09% | +4 189 |
| Shopify Inc US:SHOP | 13 679 | $2.03 Mio. | 0.09% | +8 039 |
| Griffon Corporation US:GFF | 21 102 | $1.96 Mio. | 0.09% | −1 402 |
| Alpha Metallurgical Resource… US:AMR | 11 395 | $1.92 Mio. | 0.09% | −1 040 |
| TRANSOCEAN LTD CUSIP H8817H100 | 360 080 | $1.89 Mio. | 0.08% | −47 745 |
| iShares 20+ Year Treasury Bo… US:TLT · ETF | 23 124 | $1.80 Mio. | 0.08% | neu |
| Live Nation Entertainment, I… US:LYV | 9 966 | $1.69 Mio. | 0.07% | neu |
| New York Times Company US:NYT | 24 551 | $1.56 Mio. | 0.07% | neu |
| Taiwan Semiconductor Manufac… US:TSM · Hinterlegungsschein | 3 391 | $1.55 Mio. | 0.07% | −5 820 |
| Yum! Brands Inc US:YUM | 11 285 | $1.54 Mio. | 0.07% | −4 395 |
| Caterpillar Inc US:CAT | 1 833 | $1.49 Mio. | 0.07% | −3 975 |
| SYSCO CORP US:SYY | 18 645 | $1.45 Mio. | 0.06% | −16 745 |
| Toll Brothers, Inc. US:TOL | 10 708 | $1.44 Mio. | 0.06% | −26 975 |
| LENNAR CORP US:LEN | 17 488 | $1.43 Mio. | 0.06% | +10 799 |
| SLM Corp US:SLM | 60 645 | $1.37 Mio. | 0.06% | −63 700 |
| PepsiCo Inc US:PEP | 10 014 | $1.27 Mio. | 0.06% | −11 575 |
| BlackRock Inc US:BLK | 1 160 | $1.23 Mio. | 0.05% | −620 |
| iShares MSCI South Korea ETF US:EWY · ETF | 6 564 | $1.20 Mio. | 0.05% | neu |
| Tenet Healthcare Corporation US:THC | 4 647 | $1.19 Mio. | 0.05% | neu |
| ABBOTT LABORATORIES US:ABT | 10 394 | $1.03 Mio. | 0.05% | −13 258 |
| Vanguard Growth Index Fund E… US:VUG · ETF | 11 355 | $1.02 Mio. | 0.05% | neu |
| The Coca-Cola Company US:KO | 11 111 | $956 Tsd. | 0.04% | −5 858 |
| iShares U.S. Healthcare Prov… US:IHF · ETF | 16 715 | $917 Tsd. | 0.04% | +1 658 |
| Roundhill Memory ETF US:DRAM · ETF | 15 000 | $905 Tsd. | 0.04% | neu |
| CVS Health Corp US:CVS | 10 391 | $890 Tsd. | 0.04% | +2 426 |
| United Airlines Holdings Inc US:UAL | 8 000 | $888 Tsd. | 0.04% | neu |
| SPDR® Gold Shares US:GLD · ETF | 2 291 | $873 Tsd. | 0.04% | +203 |
| Fastenal Company US:FAST | 17 535 | $869 Tsd. | 0.04% | −59 921 |
| Thermo Fisher Scientific Inc US:TMO | 1 245 | $840 Tsd. | 0.04% | −408 |
| Donaldson Company Inc US:DCI | 9 400 | $818 Tsd. | 0.04% | — |
| Ulta Beauty Inc US:ULTA | 1 480 | $808 Tsd. | 0.04% | −415 |
| IDEXX Laboratories Inc US:IDXX | 1 500 | $783 Tsd. | 0.03% | −10 |
| iShares iBoxx $ Investment G… US:LQD · ETF | 7 458 | $762 Tsd. | 0.03% | −136 |
| RTX Corporation US:RTX | 4 040 | $750 Tsd. | 0.03% | −1 325 |
| VanEck Oil Services ETF US:OIH · ETF | 1 965 | $743 Tsd. | 0.03% | +202 |
| Procter & Gamble Company US:PG | 4 762 | $692 Tsd. | 0.03% | −3 597 |
| Tapestry Inc US:TPR | 6 000 | $690 Tsd. | 0.03% | neu |
| Goldman Sachs Group Inc US:GS | 761 | $685 Tsd. | 0.03% | −575 |
| McDonald’s Corporation US:MCD | 2 892 | $668 Tsd. | 0.03% | −7 550 |
| Gilead Sciences Inc US:GILD | 4 232 | $631 Tsd. | 0.03% | −12 365 |
| Tesla, Inc. US:TSLA | 1 759 | $624 Tsd. | 0.03% | −1 772 |
| SCOTTS MIRACLE-GRO CO US:SMG | 12 385 | $621 Tsd. | 0.03% | −37 580 |
| Energy Select Sector SPDR® F… US:XLE · ETF | 9 886 | $608 Tsd. | 0.03% | neu |
| Quest Diagnostics Incorporat… US:DGX | 2 603 | $607 Tsd. | 0.03% | +100 |
| STARBUCKS CORP US:SBUX | 6 450 | $606 Tsd. | 0.03% | −200 |
| Agilent Technologies Inc US:A | 3 400 | $586 Tsd. | 0.03% | −4 545 |
| Invesco Dynamic Biotechnolog… US:PBE · ETF | 5 980 | $582 Tsd. | 0.03% | −2 600 |
| Applied Materials Inc US:AMAT | 1 050 | $537 Tsd. | 0.02% | — |
| AT&T Inc. US:T | 21 450 | $523 Tsd. | 0.02% | −25 300 |
| Nextera Energy Inc US:NEE | 6 850 | $519 Tsd. | 0.02% | −13 050 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 664 | $506 Tsd. | 0.02% | neu |
| Target Corporation US:TGT | 3 100 | $486 Tsd. | 0.02% | +200 |
| Sherwin-Williams Co US:SHW | 1 500 | $485 Tsd. | 0.02% | — |
| Verizon Communications Inc US:VZ | 10 323 | $474 Tsd. | 0.02% | +200 |
| Utilities Select Sector SPDR… US:XLU · ETF | 12 000 | $473 Tsd. | 0.02% | −8 600 |
| The Boeing Company US:BA | 2 345 | $436 Tsd. | 0.02% | −10 978 |
| Illinois Tool Works Inc US:ITW | 1 675 | $431 Tsd. | 0.02% | — |
| VanEck Semiconductor ETF US:SMH · ETF | 691 | $421 Tsd. | 0.02% | neu |
| FedEx Freight Holding Compan… US:FDXF | 3 799 | $416 Tsd. | 0.02% | neu |
| Analog Devices Inc US:ADI | 1 044 | $414 Tsd. | 0.02% | −2 137 |
| Walt Disney Co US:DIS | 3 517 | $369 Tsd. | 0.02% | −1 270 |
| U.S. Bancorp US:USB | 6 275 | $362 Tsd. | 0.02% | +250 |
| Nike Inc US:NKE | 10 226 | $362 Tsd. | 0.02% | −44 205 |
| Crocs, Inc. US:CROX | 3 050 | $358 Tsd. | 0.02% | −240 |
| Global Payments Inc US:GPN | 4 300 | $351 Tsd. | 0.02% | +595 |
| ConocoPhillips US:COP | 2 675 | $335 Tsd. | 0.01% | — |
| MORGAN STANLEY US:MS | 1 721 | $324 Tsd. | 0.01% | +21 |
| ALPHABET INC CUSIP 02079K404 | 6 400 | $314 Tsd. | 0.01% | neu |
| Palo Alto Networks Inc US:PANW | 790 | $314 Tsd. | 0.01% | −1 620 |
| 3M Company US:MMM | 1 902 | $312 Tsd. | 0.01% | −4 350 |
| Aecom Technology Corporation US:ACM | 5 065 | $299 Tsd. | 0.01% | −14 156 |
| Phillips 66 US:PSX | 1 163 | $297 Tsd. | 0.01% | — |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 1 917 | $285 Tsd. | 0.01% | −83 |
| The TJX Companies Inc US:TJX | 2 153 | $285 Tsd. | 0.01% | −5 414 |
| Chevron Corp US:CVX | 1 392 | $284 Tsd. | 0.01% | +350 |
| Abercrombie & Fitch Company US:ANF | 1 985 | $267 Tsd. | 0.01% | −625 |
| Vanguard Dividend Appreciati… US:VIG · ETF | 1 071 | $250 Tsd. | 0.01% | +100 |
| McKesson Corporation US:MCK | 285 | $243 Tsd. | 0.01% | −65 |
| Heico Corporation US:HEI | 775 | $235 Tsd. | 0.01% | — |
| Colgate-Palmolive Company US:CL | 2 710 | $231 Tsd. | 0.01% | −6 800 |
| SPDR® Bloomberg Convertible… US:CWB · ETF | 2 285 | $231 Tsd. | 0.01% | — |
| RPM International Inc US:RPM | 2 275 | $224 Tsd. | 0.01% | — |
| Bristol-Myers Squibb Company US:BMY | 3 597 | $224 Tsd. | 0.01% | −9 400 |
| Take-Two Interactive Softwar… US:TTWO | 1 070 | $222 Tsd. | 0.01% | −1 871 |
| Evercore Partners Inc US:EVR | 850 | $219 Tsd. | 0.01% | — |
| XP INC CUSIP G98239109 | 10 075 | $212 Tsd. | 0.01% | −83 045 |
| METLIFE INC US:MET | 2 225 | $210 Tsd. | 0.01% | neu |
| Vanguard Total Stock Market… US:VTI · ETF | 550 | $206 Tsd. | 0.01% | neu |
| eBay Inc US:EBAY | 1 925 | $204 Tsd. | 0.01% | −9 750 |
| Netflix Inc US:NFLX | 2 900 | $202 Tsd. | 0.01% | +200 |
| Professionally Managed Portf… US:WAGN · ETF | 13 165 | $196 Tsd. | 0.01% | +1 194 |
| FS KKR Capital Corp US:FSK | 16 737 | $184 Tsd. | 0.01% | −500 |
| DXC Technology Co US:DXC | 15 000 | $162 Tsd. | 0.01% | — |
| Allogene Therapeutics Inc US:ALLO | 16 529 | $26.4 Tsd. | 0.00% | — |
| Jd-Sw US:JD · Hinterlegungsschein | 0 (war 54 881) | — | — | verkauft |
| Vanguard Utilities Index Fun… US:VPU · ETF | 0 (war 1 700) | — | — | verkauft |
| American Electric Power Co I… US:AEP | 0 (war 4 566) | — | — | verkauft |
| Kenvue Inc. US:KVUE | 0 (war 16 001) | — | — | verkauft |
| WEC Energy Group Inc US:WEC | 0 (war 7 300) | — | — | verkauft |
| Biogen Inc US:BIIB | 0 (war 1 155) | — | — | verkauft |
| Lam Research Corp US:LRCX | 0 (war 1 151) | — | — | verkauft |
| Warner Bros. Discovery, Inc. US:WBD | 0 (war 224 889) | — | — | verkauft |
| Brady Corporation US:BRC | 0 (war 3 000) | — | — | verkauft |
| Louisiana-Pacific Corporatio… US:LPX | 0 (war 6 859) | — | — | verkauft |
| KLARNA GROUP PLC CUSIP G5279N105 | 0 (war 74 025) | — | — | verkauft |
| Comcast Holdings Corp US:CMCSA | 0 (war 26 076) | — | — | verkauft |
| Lululemon Athletica Inc. US:LULU | 0 (war 10 727) | — | — | verkauft |
| LINDE PLC CUSIP G54950103 | 0 (war 566) | — | — | verkauft |
| Coupang LLC US:CPNG | 0 (war 185 350) | — | — | verkauft |
| M&T Bank Corporation US:MTB | 0 (war 1 350) | — | — | verkauft |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 0 (war 2 400) | — | — | verkauft |
| Danaher Corporation US:DHR | 0 (war 1 581) | — | — | verkauft |
| Palantir Technologies Inc. US:PLTR | 0 (war 2 175) | — | — | verkauft |
| FERRARI N V CUSIP N3167Y103 | 0 (war 9 671) | — | — | verkauft |
| East West Bancorp Inc US:EWBC | 0 (war 2 250) | — | — | verkauft |
| Pfizer Inc US:PFE | 0 (war 18 005) | — | — | verkauft |
| SCORPIO TANKERS INC CUSIP Y7542C130 | 0 (war 10 342) | — | — | verkauft |
| Edison International US:EIX | 0 (war 4 846) | — | — | verkauft |
| Regeneron Pharmaceuticals In… US:REGN | 0 (war 525) | — | — | verkauft |
| ELECTRONIC ARTS INC CUSIP 285512109 | 0 (war 1 860) | — | — | verkauft |
| Salesforce.com Inc US:CRM | 0 (war 1 200) | — | — | verkauft |
| Embraer S.A. US:EMBJ · Hinterlegungsschein | 0 (war 13 574) | — | — | verkauft |
| SCHWAB CHARLES CORP US:SCHW | 0 (war 2 615) | — | — | verkauft |
| Emerson Electric Company US:EMR | 0 (war 2 850) | — | — | verkauft |
| Solventum Corp. US:SOLV | 0 (war 54 455) | — | — | verkauft |
| Hyperion DeFi, Inc. US:HYPD | 0 (war 51 875) | — | — | verkauft |
| Southern Company US:SO | 0 (war 4 100) | — | — | verkauft |
| FACTSET RESEARCH SYSTEMS INC US:FDS | 0 (war 54 789) | — | — | verkauft |
| United Parcel Service Inc US:UPS | 0 (war 2 675) | — | — | verkauft |
| HP Inc US:HPQ | 0 (war 15 900) | — | — | verkauft |
| Valero Energy Corporation US:VLO | 0 (war 8 141) | — | — | verkauft |
| Honeywell International Inc US:HON | 0 (war 1 425) | — | — | verkauft |
| Hyperliquid Strategies Inc US:PURR | 0 (war 15 000) | — | — | verkauft |
| VanEck Junior Gold Miners ET… US:GDXJ · ETF | 0 (war 8 097) | — | — | verkauft |
| Altria Group US:MO | 0 (war 3 115) | — | — | verkauft |
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