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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 9 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CBOE CBOE GLOBAL MKTS INC Financial Services 9,909.0 $2.5M 0.13% -12K -54.0% $254.54 +0.1%
162 BR BROADRIDGE FINL SOLUTIONS IN Technology 11,013.0 $2.5M 0.13% -2K -13.2% $225.24 -38.0%
163 SO SOUTHERN CO Utilities 28,167.0 $2.5M 0.13% +5K +23.6% $87.57 +5.7%
164 APOS APOLLO GLOBAL MGMT INC Financial Services 16,597.0 $2.4M 0.13% +5K +38.1% $146.06 -82.5%
165 MSI MOTOROLA SOLUTIONS INC Technology 6,302.0 $2.4M 0.13% -773.0 -10.9% $383.94 +4.4%
166 RSG REPUBLIC SVCS INC Industrials 11,164.0 $2.4M 0.13% -6K -34.9% $214.69 -3.4%
167 IRM IRON MTN INC DEL Real Estate 28,370.0 $2.4M 0.13% -11K -27.2% $83.36 +50.5%
168 AVY AVERY DENNISON CORP Industrials 12,841.0 $2.4M 0.12% -5K -29.7% $183.16 -12.9%
169 COF CAPITAL ONE FINL CORP Financial Services 9,600.0 $2.3M 0.12% +673.0 +7.5% $243.97 -17.7%
170 ZTS ZOETIS INC Healthcare 18,425.0 $2.3M 0.12% +188.0 +1.0% $126.41 -37.2%
171 WDAY WORKDAY INC Technology 10,714.0 $2.3M 0.12% -708.0 -6.2% $216.93 -41.6%
172 DASH DOORDASH INC Communication Services 10,082.0 $2.3M 0.12% +2K +25.9% $228.13 -27.4%
173 PYPL PAYPAL HLDGS INC Financial Services 38,092.0 $2.3M 0.12% -9K -19.8% $59.10 -28.8%
174 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 28,683.0 $2.2M 0.12% +217.0 +0.8% $77.41 +18.4%
175 ANNALY CAPITAL MANAGEMENT IN 95,888.0 $2.2M 0.12% +87K +1040.2% $23.03
176 ADSK AUTODESK INC Technology 7,324.0 $2.2M 0.12% +103.0 +1.4% $299.54 -35.5%
177 OKE ONEOK INC NEW Energy 29,189.0 $2.2M 0.12% -7K -20.1% $73.82 +15.9%
178 HSY HERSHEY CO Consumer Defensive 11,733.0 $2.1M 0.11% -3K -22.7% $182.19 -3.8%
179 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 23,094.0 $2.1M 0.11% -3K -12.7% $91.47 -3.4%
180 CMS CMS ENERGY CORP Utilities 29,963.0 $2.1M 0.11% +26K +630.8% $70.42 +4.1%
Page 9 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%