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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 28 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TTC TORO CO Industrials 244.0 $19K 0.00% $79.51 +14.3%
542 FTRE FORTREA HLDGS INC Healthcare 1,054.0 $18K 0.00% -338.0 -24.3% $17.38 -11.9%
543 OGN ORGANON & CO Healthcare 2,363.0 $17K 0.00% $7.13 +88.2%
544 PTON PELOTON INTERACTIVE INC Consumer Cyclical 2,534.0 $16K 0.00% $6.23 -11.2%
545 EMBC EMBECTA CORP Healthcare 701.0 $8K -726.0 -50.9% $12.07 -74.4%
546 BHF BRIGHTHOUSE FINL INC Financial Services 19.0 $1K $64.79 -2.4%
Page 28 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%