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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 6 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 18,910.0 $4.4M 0.23% +660.0 +3.6% $233.06 +10.7%
102 TT TRANE TECHNOLOGIES PLC Industrials 10,761.0 $4.2M 0.23% +1K +11.1% $391.71 +20.6%
103 PLD PROLOGIS INC. Real Estate 32,596.0 $4.2M 0.22% +1K +4.1% $129.01 +9.2%
104 REGN REGENERON PHARMACEUTICALS Healthcare 5,390.0 $4.2M 0.22% -636.0 -10.6% $773.94 -21.4%
105 QIAGEN NV 107,261.0 $4.2M 0.22% -23K -17.4% $38.85
106 ETN EATON CORP PLC Industrials 12,946.0 $4.2M 0.22% +2K +18.5% $320.86 +27.7%
107 NKE NIKE INC Consumer Cyclical 67,791.0 $4.1M 0.22% +370.0 +0.6% $61.19 -27.8%
108 CTAS CINTAS CORP Industrials 21,476.0 $4.1M 0.22% +521.0 +2.5% $190.35 -10.9%
109 CME CME GROUP INC Financial Services 14,786.0 $4.1M 0.22% +3K +20.6% $275.83 -8.4%
110 BMY BRISTOL-MYERS SQUIBB CO Healthcare 74,658.0 $4.0M 0.22% +2K +2.3% $54.21 +2.0%
111 CDNS CADENCE DESIGN SYSTEM INC Technology 12,813.0 $4.0M 0.22% -2K -10.6% $315.60 +23.4%
112 TRV TRAVELERS COMPANIES INC Financial Services 13,753.0 $4.0M 0.21% -4K -22.3% $292.38 +4.7%
113 GRMN GARMIN LTD Technology 19,534.0 $4.0M 0.21% -4K -17.4% $205.09 +13.1%
114 BX BLACKSTONE INC Financial Services 25,877.0 $4.0M 0.21% -2K -6.6% $154.78 -19.2%
115 MCK MCKESSON CORP Healthcare 4,787.0 $4.0M 0.21% +747.0 +18.5% $827.33 -5.7%
116 PSA PUBLIC STORAGE OPER CO Real Estate 15,143.0 $4.0M 0.21% -1K -8.6% $261.13 +19.7%
117 HCA HCA HEALTHCARE INC Healthcare 8,269.0 $3.9M 0.21% +282.0 +3.5% $473.26 -18.0%
118 NDAQ NASDAQ INC Financial Services 39,532.0 $3.9M 0.21% -17K -30.2% $98.18 -15.2%
119 AMT AMERICAN TOWER CORP NEW Real Estate 21,573.0 $3.8M 0.20% -3K -11.2% $176.72 +2.5%
120 AFL AFLAC INC Financial Services 34,174.0 $3.8M 0.20% -15K -30.7% $110.80 +4.9%
Page 6 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%