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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 26 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CLX CLOROX CO DEL Consumer Defensive 1,699.0 $171K 0.01% $100.81 -5.8%
502 GLPI GAMING & LEISURE PPTYS INC Real Estate 3,760.0 $169K 0.01% $45.05 +0.5%
503 DTE DTE ENERGY CO Utilities 1,271.0 $165K 0.01% $129.78 +13.4%
504 WSO WATSCO INC Industrials 479.0 $164K 0.01% -436.0 -47.6% $343.05 +13.4%
505 EXPAND ENERGY CORPORATION 1,456.0 $163K 0.01% +73.0 +5.3% $112.02
506 PPL PPL CORP Utilities 4,507.0 $159K 0.01% $35.33 +0.0%
507 UDR UDR INC Real Estate 4,296.0 $159K 0.01% $36.99 +1.8%
508 DOC HEALTHPEAK PROPERTIES INC Real Estate 9,785.0 $158K 0.01% $16.18 +19.9%
509 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 3,550.0 $155K 0.01% -2K -34.2% $43.66 +41.6%
510 CNP CENTERPOINT ENERGY INC Utilities 3,985.0 $154K 0.01% $38.61 +10.4%
511 Z ZILLOW GROUP INC Communication Services 2,197.0 $152K 0.01% $69.36 -52.0%
512 DAL DELTA AIR LINES INC DEL Industrials 2,188.0 $152K 0.01% $69.34 +18.6%
513 FE FIRSTENERGY CORP Utilities 3,357.0 $151K 0.01% $44.96 +2.6%
514 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,768.0 $151K 0.01% $85.15 -16.5%
515 AMH AMERICAN HOMES 4 RENT Real Estate 4,585.0 $148K 0.01% $32.23 -1.2%
516 SJM SMUCKER J M CO Consumer Defensive 1,495.0 $147K 0.01% $98.42 +14.8%
517 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 2,380.0 $145K 0.01% $60.98 +3.0%
518 BXP BXP INC Real Estate 2,009.0 $139K 0.01% $69.27 -9.0%
519 DVN DEVON ENERGY CORP NEW Energy 3,758.0 $138K 0.01% $36.82 +15.6%
520 NWSA NEWS CORP NEW Communication Services 5,074.0 $134K 0.01% $26.39 -1.6%
Page 26 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%