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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 3 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMUS T-MOBILE US INC Communication Services 28,195.0 $5.7M 0.31% -2K -7.4% $203.80 -11.0%
42 C CITIGROUP INC Financial Services 46,726.0 $5.5M 0.29% -10K -17.2% $117.21 +22.7%
43 PFE PFIZER INC Healthcare 214,397.0 $5.4M 0.29% -16K -7.0% $24.99 +3.7%
44 DE DEERE & CO Industrials 11,322.0 $5.3M 0.28% -601.0 -5.0% $469.94 +25.2%
45 ANET ARISTA NETWORKS INC Technology 40,150.0 $5.3M 0.28% -1K -3.2% $132.44 +24.5%
46 WM WASTE MGMT INC DEL Industrials 22,763.0 $5.1M 0.27% -6K -21.8% $222.12 -1.6%
47 SYK STRYKER CORPORATION Healthcare 14,066.0 $5.0M 0.27% -805.0 -5.4% $354.12 -15.0%
48 DHR DANAHER CORPORATION Healthcare 20,646.0 $4.8M 0.25% -164.0 -0.8% $230.67 -22.9%
49 REGN REGENERON PHARMACEUTICALS Healthcare 5,390.0 $4.2M 0.22% -636.0 -10.6% $773.94 -21.4%
50 QIAGEN NV 107,261.0 $4.2M 0.22% -23K -17.4% $38.85
51 CDNS CADENCE DESIGN SYSTEM INC Technology 12,813.0 $4.0M 0.22% -2K -10.6% $315.60 +23.4%
52 TRV TRAVELERS COMPANIES INC Financial Services 13,753.0 $4.0M 0.21% -4K -22.3% $292.38 +4.7%
53 GRMN GARMIN LTD Technology 19,534.0 $4.0M 0.21% -4K -17.4% $205.09 +13.1%
54 BX BLACKSTONE INC Financial Services 25,877.0 $4.0M 0.21% -2K -6.6% $154.78 -19.2%
55 PSA PUBLIC STORAGE OPER CO Real Estate 15,143.0 $4.0M 0.21% -1K -8.6% $261.13 +19.7%
56 NDAQ NASDAQ INC Financial Services 39,532.0 $3.9M 0.21% -17K -30.2% $98.18 -15.2%
57 AMT AMERICAN TOWER CORP NEW Real Estate 21,573.0 $3.8M 0.20% -3K -11.2% $176.72 +2.5%
58 AFL AFLAC INC Financial Services 34,174.0 $3.8M 0.20% -15K -30.7% $110.80 +4.9%
59 SBUX STARBUCKS CORP Consumer Cyclical 43,909.0 $3.7M 0.20% -796.0 -1.8% $85.25 +17.1%
60 RJF RAYMOND JAMES FINL INC Financial Services 21,798.0 $3.5M 0.19% -9K -29.8% $162.55 -2.3%
Page 3 of 9  ·  178 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%