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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 15 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GPC GENUINE PARTS CO Consumer Cyclical 5,860.0 $727K 0.04% +3K +95.9% $124.03 -11.3%
282 A AGILENT TECHNOLOGIES INC Healthcare 5,261.0 $724K 0.04% -231.0 -4.2% $137.62 -7.6%
283 O REALTY INCOME CORP Real Estate 12,688.0 $724K 0.04% -4K -24.6% $57.03 +6.3%
284 ZM ZOOM COMMUNICATIONS INC Technology 8,384.0 $724K 0.04% +3K +54.5% $86.30 +0.2%
285 CF CF INDS HLDGS INC Basic Materials 9,403.0 $723K 0.04% +7K +326.2% $76.93 +33.9%
286 WTRG ESSENTIAL UTILS INC Utilities 18,617.0 $716K 0.04% +15K +378.3% $38.45 -4.6%
287 ACGL ARCH CAP GROUP LTD Financial Services 7,392.0 $715K 0.04% -3K -30.1% $96.66 -5.7%
288 JBHT HUNT J B TRANS SVCS INC Industrials 3,599.0 $706K 0.04% -994.0 -21.6% $196.21 +37.8%
289 WRB BERKLEY W R CORP Financial Services 9,918.0 $702K 0.04% +1K +11.5% $70.80 -5.2%
290 LH LABCORP HOLDINGS INC Healthcare 2,761.0 $699K 0.04% +561.0 +25.5% $253.07 +1.1%
291 CAH CARDINAL HEALTH INC Healthcare 3,337.0 $691K 0.04% $207.21 +7.2%
292 AIG AMERICAN INTL GROUP INC Financial Services 7,905.0 $681K 0.04% -305.0 -3.7% $86.13 -14.1%
293 FFIV F5 INC Technology 2,621.0 $680K 0.04% -290.0 -10.0% $259.37 +46.0%
294 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,181.0 $666K 0.04% -1K -25.8% $159.31 +38.4%
295 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,217.0 $663K 0.04% -1K -29.8% $206.01 +77.3%
296 VEEV VEEVA SYS INC Healthcare 2,918.0 $656K 0.04% +361.0 +14.1% $224.64 -32.0%
297 KVUE KENVUE INC Consumer Defensive 37,253.0 $646K 0.03% +10K +36.9% $17.33 +5.2%
298 MET METLIFE INC Financial Services 7,959.0 $635K 0.03% -7K -47.2% $79.78 +7.2%
299 BIIB BIOGEN INC Healthcare 3,521.0 $621K 0.03% $176.40 +10.9%
300 ILMN ILLUMINA INC Healthcare 4,662.0 $619K 0.03% +854.0 +22.4% $132.75 +22.1%
Page 15 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%