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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 24 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SUI SUN CMNTYS INC Real Estate 1,751.0 $220K 0.01% $125.47 -2.8%
462 INCY INCYTE CORP Healthcare 2,194.0 $217K 0.01% $98.91 +0.1%
463 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,054.0 $216K 0.01% $105.03 +0.7%
464 SMCI SUPER MICRO COMPUTER INC Technology 7,238.0 $215K 0.01% +114.0 +1.6% $29.65 -6.3%
465 RS RELIANCE INC Basic Materials 736.0 $215K 0.01% $291.51 +38.6%
466 SATS ECHOSTAR CORP Technology 1,964.0 $214K 0.01% NEW $109.20 +2.3%
467 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 10,874.0 $213K 0.01% $19.59 -17.0%
468 PINS PINTEREST INC Communication Services 8,143.0 $212K 0.01% $26.03 -21.8%
469 DKNG DRAFTKINGS INC NEW Consumer Cyclical 6,086.0 $212K 0.01% $34.76 -24.3%
470 SWKS SKYWORKS SOLUTIONS INC Technology 3,235.0 $209K 0.01% +1K +52.3% $64.46 +7.6%
471 EQT EQT CORP Energy 3,816.0 $208K 0.01% +192.0 +5.3% $54.63 -6.4%
472 BAX BAXTER INTL INC Healthcare 10,496.0 $203K 0.01% $19.30 +0.5%
473 CSL CARLISLE COS INC Industrials 616.0 $200K 0.01% -351.0 -36.3% $324.19 +5.5%
474 OKTA OKTA INC Technology 2,271.0 $199K 0.01% $87.43 +29.3%
475 FNF FIDELITY NATIONAL FINANCIAL Financial Services 3,569.0 $197K 0.01% $55.24 -15.2%
476 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,392.0 $196K 0.01% $140.95 +12.8%
477 BALL BALL CORP Consumer Cyclical 3,685.0 $196K 0.01% -3K -41.2% $53.24 +8.4%
478 ALLE ALLEGION PLC Industrials 1,212.0 $195K 0.01% $161.13 -19.2%
479 DPZ DOMINOS PIZZA INC Consumer Cyclical 462.0 $195K 0.01% $421.92 -25.5%
480 GEN GEN DIGITAL INC Technology 7,040.0 $193K 0.01% $27.46 -12.9%
Page 24 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%