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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 -9.4%
482 DOCU DOCUSIGN INC Technology 2,773.0 $192K 0.01% $69.08 -38.4%
483 ALGN ALIGN TECHNOLOGY INC Healthcare 1,204.0 $190K 0.01% +242.0 +25.2% $158.14 +9.7%
484 KIM KIMCO RLTY CORP Real Estate 9,280.0 $189K 0.01% $20.36 +20.3%
485 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,819.0 $188K 0.01% $103.19 -26.2%
486 OXY OCCIDENTAL PETE CORP Energy 4,513.0 $187K 0.01% $41.46 +27.9%
487 IONQ IONQ INC Technology 4,121.0 $187K 0.01% NEW $45.31 +20.7%
488 NDSN NORDSON CORP Industrials 759.0 $185K 0.01% $243.96 +19.0%
489 MAS MASCO CORP Industrials 2,882.0 $185K 0.01% $64.20 +13.1%
490 NTNX NUTANIX INC Technology 3,560.0 $185K 0.01% $51.96 -10.6%
491 RPM RPM INTL INC Basic Materials 1,759.0 $185K 0.01% $105.06 +1.9%
492 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 20,532.0 $184K 0.01% +7K +51.9% $8.95 -31.2%
493 ENTG ENTEGRIS INC Technology 2,101.0 $182K 0.01% $86.69 +81.5%
494 DT DYNATRACE INC Technology 4,100.0 $181K 0.01% $44.10 -6.5%
495 ACM AECOM Industrials 1,820.0 $176K 0.01% $96.92 -28.4%
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 -12.2%
498 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 705.0 $174K 0.01% $246.74 -3.8%
499 TW TRADEWEB MKTS INC Financial Services 1,594.0 $172K 0.01% -526.0 -24.8% $107.86 -6.6%
500 SNAP SNAP INC Communication Services 21,274.0 $172K 0.01% $8.07 -41.3%
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 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%