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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 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ZM ZOOM COMMUNICATIONS INC Technology 6,247.0 $539K 0.04% +286.0 +4.8% $86.31 +24.5%
102 SCHW SCHWAB CHARLES CORP Financial Services 5,634.0 $520K 0.04% +702.0 +14.2% $92.27 +21.7%
103 USFD US FOODS HLDG CORP Consumer Defensive 4,752.0 $486K 0.04% +222.0 +4.9% $102.25 +7.2%
104 PHM PULTE GROUP INC Consumer Cyclical 3,396.0 $466K 0.04% +186.0 +5.8% $137.21 -6.0%
105 CAH CARDINAL HEALTH INC Healthcare 1,954.0 $464K 0.04% +23.0 +1.2% $237.56 -3.4%
106 NRG NRG ENERGY INC Utilities 3,112.0 $455K 0.03% +519.0 +20.0% $146.06 -22.6%
107 GPN GLOBAL PMTS INC Industrials 6,062.0 $440K 0.03% +457.0 +8.2% $72.56 +28.8%
108 ACGL ARCH CAP GROUP LTD Financial Services 4,409.0 $428K 0.03% +64.0 +1.5% $97.06 +2.4%
109 HCA HCA HEALTHCARE INC Healthcare 1,080.0 $421K 0.03% +169.0 +18.6% $389.89 +10.1%
110 GFL GFL ENVIRONMENTAL INC Industrials 11,318.0 $416K 0.03% +2K +21.6% $36.73 +11.8%
111 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,525.0 $399K 0.03% +140.0 +10.1% $261.37 +30.8%
112 AIG AMERICAN INTL GROUP INC Financial Services 5,326.0 $397K 0.03% +118.0 +2.3% $74.53 +2.1%
113 CEG CONSTELLATION ENERGY CORP Utilities 1,577.0 $392K 0.03% +269.0 +20.6% $248.37 +9.9%
114 GIB CGI INC Technology 5,972.0 $386K 0.03% +426.0 +7.7% $64.57 +16.1%
115 PDD PDD HOLDINGS INC Consumer Cyclical 4,726.0 $360K 0.03% +56.0 +1.2% $76.28 +15.9%
116 KR KROGER CO Consumer Defensive 6,325.0 $351K 0.03% +505.0 +8.7% $55.53 +4.3%
117 TMUS T-MOBILE US INC Communication Services 1,886.0 $316K 0.02% +392.0 +26.2% $167.73 +9.1%
Page 6 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%