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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 20 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CFG CITIZENS FINL GROUP INC Financial Services 5,932.0 $350K 0.02% $58.95 +13.3%
382 JBL JABIL INC Technology 1,507.0 $349K 0.02% $231.57 +61.9%
383 STE STERIS PLC Healthcare 1,354.0 $346K 0.02% $255.47 -21.9%
384 TDY TELEDYNE TECHNOLOGIES INC Technology 665.0 $344K 0.02% $518.00 +18.8%
385 DLTR DOLLAR TREE INC Consumer Defensive 2,767.0 $343K 0.02% $124.02 -14.2%
386 HAL HALLIBURTON CO Energy 11,972.0 $341K 0.02% $28.49 +27.2%
387 EL LAUDER ESTEE COS INC Consumer Defensive 3,208.0 $340K 0.02% -3K -46.0% $105.84 -22.1%
388 RDDT REDDIT INC Communication Services 1,449.0 $338K 0.02% $233.36 -28.9%
389 VST VISTRA CORP Utilities 2,079.0 $338K 0.02% $162.62 -2.5%
390 KMI KINDER MORGAN INC DEL Energy 12,214.0 $337K 0.02% $27.58 +13.6%
391 BRO BROWN & BROWN INC Financial Services 4,140.0 $332K 0.02% -3K -41.2% $80.22 -26.4%
392 PSX PHILLIPS 66 Energy 2,489.0 $322K 0.02% -3K -57.6% $129.56 +29.0%
393 HRL HORMEL FOODS CORP Consumer Defensive 13,407.0 $322K 0.02% $23.98 +1.5%
394 EIX EDISON INTL Utilities 5,302.0 $320K 0.02% $60.35 +17.5%
395 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,220.0 $320K 0.02% $144.09 +19.0%
396 FLEX FLEX LTD Technology 5,186.0 $320K 0.02% NEW $61.67 +132.1%
397 CTRA COTERRA ENERGY INC Energy 12,041.0 $320K 0.02% +7K +157.3% $26.56 +22.6%
398 ALAB ASTERA LABS INC Technology 1,856.0 $317K 0.02% NEW $170.84 +119.3%
399 ON ON SEMICONDUCTOR CORP Technology 5,821.0 $316K 0.02% $54.24 +108.2%
400 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,173.0 $315K 0.02% NEW $144.92 +72.0%
Page 20 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%