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Portfolio (Quarterly) Guide ↗

denkapparat Operations GmbH

· CIK 0001999514
13F Portfolio $184M AUM 294 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 294 New
Page 5 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABNB AIRBNB INC Consumer Cyclical 5,752.0 $781K 0.42% NEW $135.72 -1.8%
82 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,218.0 $765K 0.42% NEW $83.00 -35.1%
83 CSCO CISCO SYS INC Technology 9,896.0 $762K 0.41% NEW $77.03 +54.3%
84 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 6,046.0 $761K 0.41% NEW $125.87 -34.6%
85 OVV OVINTIV INC Energy 19,236.0 $754K 0.41% NEW $39.19 +43.2%
86 ED CONSOLIDATED EDISON INC Utilities 7,584.0 $753K 0.41% NEW $99.32 +6.9%
87 DY DYCOM INDS INC Industrials 2,216.0 $749K 0.41% NEW $337.90 +60.9%
88 ADSK AUTODESK INC Technology 2,470.0 $731K 0.40% NEW $296.01 -18.0%
89 RJF RAYMOND JAMES FINL INC Financial Services 4,514.0 $725K 0.39% NEW $160.59 -11.3%
90 CNX CNX RES CORP Energy 19,446.0 $715K 0.39% NEW $36.77 -7.9%
91 TPR TAPESTRY INC Consumer Cyclical 5,572.0 $712K 0.39% NEW $127.77 +12.9%
92 DIS DISNEY WALT CO Communication Services 6,252.0 $711K 0.39% NEW $113.77 -9.0%
93 CI THE CIGNA GROUP Healthcare 2,546.0 $701K 0.38% NEW $275.23 +3.7%
94 DVN DEVON ENERGY CORP NEW Energy 19,084.0 $699K 0.38% NEW $36.63 +20.6%
95 OZK BANK OZK LITTLE ROCK ARK Financial Services 15,170.0 $698K 0.38% NEW $46.02 +5.3%
96 PPC PILGRIMS PRIDE CORP Consumer Defensive 17,760.0 $692K 0.38% NEW $38.99 -26.9%
97 AMP AMERIPRISE FINL INC Financial Services 1,388.0 $681K 0.37% NEW $490.34 -10.4%
98 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,314.0 $679K 0.37% NEW $293.57 +6.8%
99 SCCO SOUTHERN COPPER CORP Basic Materials 4,724.0 $678K 0.37% NEW $143.47 +35.4%
100 DBX DROPBOX INC Technology 24,358.0 $677K 0.37% NEW $27.80 -5.7%
Page 5 of 15  ·  294 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 18.3%
Healthcare 15.4%
Financial Services 13.8%
Industrials 13.7%
Consumer Cyclical 11.0%
Consumer Defensive 6.0%
Energy 5.5%
Communication Services 5.2%
Basic Materials 5.1%
Utilities 5.0%