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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 12 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FISV FISERV INC Technology 18,662.0 $1.3M 0.07% -2K -10.0% $67.54 -28.9%
222 PCAR PACCAR INC Industrials 11,031.0 $1.2M 0.07% -7K -39.4% $110.96 +8.0%
223 IDXX IDEXX LABS INC Healthcare 1,756.0 $1.2M 0.06% -515.0 -22.7% $682.32 -18.4%
224 EW EDWARDS LIFESCIENCES CORP Healthcare 13,851.0 $1.2M 0.06% -670.0 -4.6% $86.20 +1.6%
225 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,046.0 $1.2M 0.06% +849.0 +70.9% $576.68 -18.5%
226 NET CLOUDFLARE INC Technology 5,896.0 $1.2M 0.06% +2K +35.7% $199.62 +11.9%
227 BKR BAKER HUGHES COMPANY Energy 25,298.0 $1.2M 0.06% -939.0 -3.6% $46.09 +27.1%
228 AME AMETEK INC Industrials 5,560.0 $1.2M 0.06% +934.0 +20.2% $207.03 +14.6%
229 VRT VERTIV HOLDINGS CO Industrials 6,844.0 $1.1M 0.06% +2K +35.6% $164.34 +102.6%
230 NSC NORFOLK SOUTHN CORP Industrials 3,829.0 $1.1M 0.06% -480.0 -11.1% $290.11 +3.6%
231 AER AERCAP HOLDINGS NV Industrials 7,679.0 $1.1M 0.06% $144.14 +0.8%
232 DGX QUEST DIAGNOSTICS INC Healthcare 6,188.0 $1.1M 0.06% +3K +71.3% $175.49 +10.5%
233 ED CONSOLIDATED EDISON INC Utilities 10,701.0 $1.1M 0.06% +4K +50.8% $99.89 +6.7%
234 CVNA CARVANA CO Consumer Cyclical 2,482.0 $1.1M 0.06% +780.0 +45.8% $429.55 -84.2%
235 WPC WP CAREY INC Real Estate 16,232.0 $1.1M 0.06% +13K +427.7% $65.28 +9.7%
236 ALL ALLSTATE CORP Financial Services 4,986.0 $1.0M 0.06% -98.0 -1.9% $209.10 +4.9%
237 PPG PPG INDS INC Basic Materials 9,840.0 $1.0M 0.05% -3K -21.8% $103.68 +15.5%
238 HIG HARTFORD INSURANCE GROUP INC Financial Services 7,330.0 $1.0M 0.05% -1K -13.0% $138.84 -7.7%
239 ROK ROCKWELL AUTOMATION INC Industrials 2,583.0 $1.0M 0.05% +398.0 +18.2% $393.68 +20.5%
240 ROP ROPER TECHNOLOGIES INC Industrials 2,256.0 $1.0M 0.05% -2K -42.6% $450.08 -26.3%
Page 12 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%