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Portfolio (Quarterly) Guide ↗

denkapparat Operations GmbH

· CIK 0001999514
13F Portfolio $306M AUM 383 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 91 New 93 Added 37 Reduced 41 Exited
Page 18 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 M MACYS INC Consumer Cyclical 11,338.0 $267K 0.09% NEW $23.55 -4.0%
342 UBS UBS GROUP AG Financial Services 5,388.0 $267K 0.09% NEW $49.55 +11.1%
343 ACIW ACI WORLDWIDE INC Technology 5,160.0 $259K 0.09% $50.29 +4.0%
344 PATHWARD FINANCIAL INC 2,962.0 $258K 0.08% $87.06
345 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,864.0 $255K 0.08% NEW $136.95 +31.7%
346 SPOT SPOTIFY TECHNOLOGY S A Communication Services 554.0 $254K 0.08% NEW $459.13 +22.0%
347 RDN RADIAN GROUP INC Financial Services 6,670.0 $251K 0.08% $37.67 -3.4%
348 CPB THE CAMPBELLS COMPANY Consumer Defensive 11,180.0 $249K 0.08% $22.27 +7.0%
349 MTD METTLER TOLEDO INTERNATIONAL Healthcare 192.0 $245K 0.08% NEW $1277.51 +7.8%
350 ETSY INC 3,156.0 $238K 0.08% NEW $75.33
351 CSL CARLISLE COS INC Industrials 646.0 $234K 0.08% -438.0 -40.4% $362.75 -5.7%
352 AX AXOS FINANCIAL INC Financial Services 2,390.0 $233K 0.08% $97.39 -0.5%
353 OTTR OTTER TAIL CORP Utilities 2,586.0 $233K 0.08% $89.98 -0.8%
354 MCY MERCURY GENL CORP NEW Financial Services 2,166.0 $231K 0.07% NEW $106.62 -3.1%
355 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 6,892.0 $230K 0.07% NEW $33.39 -23.0%
356 ATEN A10 NETWORKS INC Technology 6,156.0 $230K 0.07% NEW $37.36 -34.1%
357 HNI HNI CORP Industrials 5,626.0 $227K 0.07% NEW $40.41 +19.9%
358 PINS PINTEREST INC Communication Services 10,810.0 $227K 0.07% NEW $21.03 +1.2%
359 CATY CATHAY GEN BANCORP Financial Services 3,666.0 $227K 0.07% NEW $61.99 +0.7%
360 KRYS KRYSTAL BIOTECH INC Healthcare 608.0 $226K 0.07% NEW $371.67 -2.4%
Page 18 of 20  ·  383 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 19.2%
Industrials 15.5%
Healthcare 15.2%
Financial Services 13.5%
Consumer Cyclical 9.4%
Consumer Defensive 7.0%
Energy 6.9%
Communication Services 5.4%
Basic Materials 4.0%
Utilities 3.4%