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Portfolio (Quarterly) Guide ↗

Siemens Fonds Invest GmbH

· CIK 0001856637
13F Portfolio $1.9B AUM 546 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 184 Added 178 Reduced 17 Exited
Page 10 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 20,532.0 $184K 0.01% +7K +51.9% $8.95 -31.2%
182 IOT SAMSARA INC Technology 4,852.0 $175K 0.01% +874.0 +22.0% $35.98 -12.2%
183 EXPAND ENERGY CORPORATION 1,456.0 $163K 0.01% +73.0 +5.3% $112.02
184 FOX FOX CORP Communication Services 2,021.0 $132K 0.01% +30.0 +1.5% $65.39 -28.5%
Page 10 of 10  ·  184 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 35.9%
Financial Services 13.1%
Communication Services 11.6%
Consumer Cyclical 10.5%
Healthcare 10.3%
Industrials 6.9%
Consumer Defensive 4.5%
Utilities 2.6%
Real Estate 1.9%
Basic Materials 1.6%