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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 25 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GGG GRACO INC Industrials 2,306.0 $192K 0.01% $83.09 -5.3%
482 DOCU DOCUSIGN INC Technology 2,773.0 $192K 0.01% $69.08 -12.4%
483 ALGN ALIGN TECHNOLOGY INC Healthcare 1,204.0 $190K 0.01% +242.0 +25.2% $158.14 +0.9%
484 KIM KIMCO RLTY CORP Real Estate 9,280.0 $189K 0.01% $20.36 +18.1%
485 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,819.0 $188K 0.01% $103.19 -32.8%
486 OXY OCCIDENTAL PETE CORP Energy 4,513.0 $187K 0.01% $41.46 +40.9%
487 IONQ IONQ INC Technology 4,121.0 $187K 0.01% NEW $45.31 -7.2%
488 NDSN NORDSON CORP Industrials 759.0 $185K 0.01% $243.96 +36.7%
489 MAS MASCO CORP Industrials 2,882.0 $185K 0.01% $64.20 +13.6%
490 NTNX NUTANIX INC Technology 3,560.0 $185K 0.01% $51.96 +27.9%
491 RPM RPM INTL INC Basic Materials 1,759.0 $185K 0.01% $105.06 +1.6%
492 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 20,532.0 $184K 0.01% +7K +51.9% $8.95 -30.7%
493 ENTG ENTEGRIS INC Technology 2,101.0 $182K 0.01% $86.69 +60.2%
494 DT DYNATRACE INC Technology 4,100.0 $181K 0.01% $44.10 +13.5%
495 ACM AECOM Industrials 1,820.0 $176K 0.01% $96.92 -35.2%
496 BUNGE GLOBAL SA 1,952.0 $175K 0.01% $89.68
497 IOT SAMSARA INC Technology 4,852.0 $175K 0.01% +874.0 +22.0% $35.98 +8.8%
498 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 705.0 $174K 0.01% $246.74 +46.1%
499 TW TRADEWEB MKTS INC Financial Services 1,594.0 $172K 0.01% -526.0 -24.8% $107.86 -0.1%
500 SNAP SNAP INC Communication Services 21,274.0 $172K 0.01% $8.07 -26.6%
Page 25 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 37.1%
Financial Services 13.2%
Consumer Cyclical 10.9%
Healthcare 10.6%
Communication Services 8.9%
Industrials 7.1%
Consumer Defensive 4.6%
Utilities 2.6%
Real Estate 1.9%
Basic Materials 1.7%