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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 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CARR CARRIER GLOBAL CORPORATION Industrials 39,489.0 $2.1M 0.11% +2K +5.3% $53.43 +35.2%
182 WEC WEC ENERGY GROUP INC Utilities 19,678.0 $2.1M 0.11% $106.09 +6.8%
183 VLO VALERO ENERGY CORP Energy 12,636.0 $2.1M 0.11% -7K -34.4% $164.86 +43.5%
184 AWK AMERICAN WTR WKS CO INC NEW Utilities 15,868.0 $2.1M 0.11% $131.13 -3.0%
185 OMC OMNICOM GROUP INC Communication Services 25,297.0 $2.0M 0.11% +23K +824.9% $80.73 -10.0%
186 AEE AMEREN CORP Utilities 20,075.0 $2.0M 0.11% +18K +1084.4% $100.74 +9.2%
187 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 22,676.0 $2.0M 0.11% -8K -26.2% $88.90 +23.3%
188 SLB SLB LIMITED Energy 51,855.0 $2.0M 0.11% -2K -4.4% $38.55 +25.1%
189 HPQ HP INC Technology 86,976.0 $2.0M 0.11% +74K +576.4% $22.90 +0.9%
190 CVX CHEVRON CORP NEW Energy 12,743.0 $1.9M 0.10% +759.0 +6.3% $152.31 +13.7%
191 BK BANK NEW YORK MELLON CORP Financial Services 16,596.0 $1.9M 0.10% +6K +61.6% $116.87 +21.4%
192 WBD WARNER BROS DISCOVERY INC Communication Services 66,236.0 $1.9M 0.10% +23K +51.5% $28.94 -8.6%
193 AJG GALLAGHER ARTHUR J & CO Financial Services 7,199.0 $1.9M 0.10% -492.0 -6.4% $261.83 -18.5%
194 BDX BECTON DICKINSON & CO Healthcare 9,575.0 $1.9M 0.10% -9K -48.2% $195.64 -27.2%
195 APD AIR PRODS & CHEMS INC Basic Materials 7,450.0 $1.9M 0.10% -1K -16.4% $248.82 +12.7%
196 AOS SMITH A O CORP Industrials 27,011.0 $1.8M 0.10% +2K +9.1% $67.74 -12.1%
197 TGT TARGET CORP Consumer Defensive 18,078.0 $1.8M 0.09% +4K +25.9% $97.43 +34.8%
198 FAST FASTENAL CO Industrials 43,089.0 $1.8M 0.09% +4K +10.2% $40.87 +12.3%
199 CL COLGATE PALMOLIVE CO Consumer Defensive 22,122.0 $1.8M 0.09% -3K -11.3% $79.51 +13.6%
200 AMP AMERIPRISE FINL INC Financial Services 3,524.0 $1.7M 0.09% $494.47 -5.2%
Page 10 of 28  ·  546 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%