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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 16 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CRBG COREBRIDGE FINL INC Financial Services 20,255.0 $613K 0.03% +16K +439.4% $30.28 -3.8%
302 CG CARLYLE GROUP INC Financial Services 10,177.0 $612K 0.03% +7K +225.3% $60.13 -25.2%
303 DOV DOVER CORP Industrials 3,054.0 $604K 0.03% $197.78 +13.4%
304 LNG CHENIERE ENERGY INC Energy 3,096.0 $599K 0.03% $193.44 +17.7%
305 MO ALTRIA GROUP INC Consumer Defensive 10,312.0 $596K 0.03% $57.77 +19.4%
306 FICO FAIR ISAAC CORP Technology 341.0 $595K 0.03% -2.0 -0.6% $1745.75 -37.0%
307 ENTERGY CORP NEW 6,284.0 $587K 0.03% $93.37
308 EQH EQUITABLE HLDGS INC Financial Services 12,146.0 $584K 0.03% +8K +181.9% $48.08 -6.0%
309 HOLOGIC INC 7,743.0 $577K 0.03% -210.0 -2.6% $74.54
310 TRGP TARGA RES CORP Energy 3,055.0 $567K 0.03% $185.64 +39.9%
311 ZS ZSCALER INC Technology 2,487.0 $566K 0.03% +1K +81.3% $227.42 -45.3%
312 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 6,956.0 $563K 0.03% $80.91 -1.3%
313 EFX EQUIFAX INC Industrials 2,534.0 $559K 0.03% +801.0 +46.2% $220.77 -29.6%
314 EME EMCOR GROUP INC Industrials 893.0 $551K 0.03% +159.0 +21.7% $617.30 +37.3%
315 AFG AMERICAN FINL GROUP INC OHIO Financial Services 3,981.0 $549K 0.03% +3K +325.8% $137.87 -3.8%
316 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,916.0 $549K 0.03% -1K -20.5% $140.13 +0.9%
317 CCI CROWN CASTLE INC Real Estate 6,114.0 $545K 0.03% $89.10 -6.6%
318 IQVIA HLDGS INC 2,390.0 $544K 0.03% -65.0 -2.6% $227.69
319 STLD STEEL DYNAMICS INC Basic Materials 3,177.0 $543K 0.03% -56.0 -1.7% $171.03 +47.3%
320 NUE NUCOR CORP Basic Materials 3,239.0 $534K 0.03% -1K -26.2% $164.80 +48.8%
Page 16 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%