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Portfolio (Quarterly) Guide ↗

Baader Bank Aktiengesellschaft

· CIK 0001542629
13F Portfolio $1.3B AUM 415 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 119 New 117 Added 149 Reduced 121 Exited
Page 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 19,087.0 $8.3M 0.62% +3K +15.5% $433.33 -27.5%
22 ETN EATON CORP PLC Industrials 18,443.0 $7.9M 0.59% +17K +1068.8% $426.12 -1.6%
23 DE DEERE & CO Industrials 11,980.0 $7.6M 0.57% +2K +24.2% $634.33 +2.1%
24 BKNG BOOKING HOLDINGS INC Consumer Cyclical 38,015.0 $6.8M 0.51% +37K +2598.0% $178.24 +17.6%
25 CDNS CADENCE DESIGN SYSTEM INC Technology 16,777.0 $6.3M 0.47% +1K +6.8% $375.32 -15.0%
26 VRT VERTIV HOLDINGS CO Industrials 18,360.0 $6.1M 0.46% +16K +772.2% $334.82 -21.8%
27 GLW CORNING INC Technology 23,681.0 $6.0M 0.46% +15K +179.6% $255.43 -41.4%
28 VRTX VERTEX PHARMACEUTICALS INC Healthcare 11,777.0 $5.8M 0.44% +6K +123.0% $496.73 +10.3%
29 IEX IDEX CORP Industrials 23,525.0 $5.3M 0.40% +11K +92.0% $226.95 +3.3%
30 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 15,223.0 $5.0M 0.38% +978.0 +6.9% $330.46 -1.2%
31 NOW SERVICENOW INC Technology 48,555.0 $4.8M 0.36% +41K +557.9% $99.28 +29.4%
32 MSFT PUT MICROSOFT CORP Technology 12,600.0 $4.7M 0.35% +100.0 +0.8% $373.02 +29.5%
33 ADI ANALOG DEVICES INC Technology 11,600.0 $4.6M 0.35% +7K +149.1% $397.17 -6.1%
34 FIX COMFORT SYS USA INC Industrials 2,283.0 $4.5M 0.34% +876.0 +62.3% $1981.95 -16.5%
35 AGX ARGAN INC Industrials 5,600.0 $4.5M 0.34% +570.0 +11.3% $798.55 -37.2%
36 FANG PUT DIAMONDBACK ENERGY INC Energy 24,000.0 $4.2M 0.32% +20K +433.3% $175.78 +19.9%
37 HEI HEICO CORP NEW Industrials 11,739.0 $4.2M 0.32% +2K +20.4% $356.19 -0.3%
38 NFLX NETFLIX INC. Communication Services 56,298.0 $4.0M 0.30% +34K +156.4% $71.40 +11.5%
39 GOOGL PUT ALPHABET INC Communication Services 11,100.0 $4.0M 0.30% +8K +270.0% $357.37 -3.5%
40 ISRG INTUITIVE SURGICAL INC Healthcare 9,318.0 $3.7M 0.28% +6K +175.5% $397.68 -4.7%
Page 2 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Communication Services 14.3%
Consumer Cyclical 12.2%
Industrials 9.1%
Healthcare 9.0%
Financial Services 8.9%
Basic Materials 5.1%
Energy 2.5%
Consumer Defensive 2.0%
Utilities 0.6%