BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 17 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,628.0 $523K 0.03% +2K +246.7% $198.98 +17.5%
322 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,566.0 $522K 0.03% +182.0 +13.2% $333.58 -24.2%
323 STT STATE STR CORP Financial Services 3,984.0 $519K 0.03% $130.34 +30.6%
324 INSM INSMED INC Healthcare 2,949.0 $513K 0.03% NEW $174.09 -45.8%
325 HUBB HUBBELL INC Industrials 1,147.0 $512K 0.03% +411.0 +55.8% $446.61 +17.7%
326 KDP KEURIG DR PEPPER INC Consumer Defensive 18,098.0 $509K 0.03% $28.15 +9.8%
327 NVR NVR INC Consumer Cyclical 68.0 $498K 0.03% +4.0 +6.2% $7327.21 -10.9%
328 PHM PULTE GROUP INC Consumer Cyclical 4,215.0 $498K 0.03% +1K +51.1% $118.13 +8.5%
329 PCG PG&E CORP Utilities 30,910.0 $497K 0.03% $16.08 +2.5%
330 VTR VENTAS INC Real Estate 6,230.0 $491K 0.03% $78.85 +4.0%
331 ARES ARES MANAGEMENT CORPORATION Financial Services 3,008.0 $491K 0.03% $163.23 -20.9%
332 OTIS OTIS WORLDWIDE CORP Industrials 5,558.0 $489K 0.03% $88.01 -16.0%
333 MDB MONGODB INC Technology 1,142.0 $481K 0.03% $421.23 -21.6%
334 ROL ROLLINS INC Consumer Cyclical 7,890.0 $477K 0.03% -2K -19.4% $60.43 -25.8%
335 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,660.0 $473K 0.03% -17.0 -1.0% $285.00 -15.1%
336 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 7,239.0 $471K 0.03% +1K +21.1% $65.00 +47.8%
337 XYL XYLEM INC Industrials 3,417.0 $470K 0.03% $137.59 -18.8%
338 CIEN CIENA CORP Technology 1,968.0 $469K 0.03% NEW $238.36 +79.3%
339 FIX COMFORT SYS USA INC Industrials 493.0 $467K 0.03% NEW $946.93 +107.6%
340 INGERSOLL RAND INC 5,665.0 $457K 0.02% $80.65
Page 17 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%