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Portfolio (Quarterly) Guide ↗

Raiffeisen Bank International AG

· CIK 0002044885
13F Portfolio $8.5B AUM 861 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 69 New 267 Added 225 Reduced 84 Exited
Page 11 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STZ Constellation Brands, Inc. Consumer Defensive 6,156.0 $859K 0.01% +6K +1689.5% $139.57 -1.4%
202 SMURFIT WESTROCK PLC 18,272.0 $844K 0.01% +18K +5387.1% $46.17
203 EVEREST GROUP LTD 2,314.0 $835K 0.01% +2K +2214.0% $360.79
204 YUMC YUM CHINA HOLDINGS INC Consumer Cyclical 20,400.0 $833K 0.01% +4K +28.3% $40.85 +19.8%
205 FCNCA FIRST CITIZENS BANCSHARES INC NC Financial Services 396.0 $824K 0.01% +388.0 +4850.0% $2079.65 +5.0%
206 SNA SNAPON INC Industrials 2,058.0 $820K 0.01% +2K +4187.5% $398.36 -1.0%
207 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 3,433.0 $816K 0.01% +3K +4417.1% $237.65 +4.7%
208 HUBB HUBBELL INC Industrials 1,579.0 $813K 0.01% +2K +2292.4% $514.71 -9.3%
209 SOFI SOFI TECHNOLOGIES INC Financial Services 44,380.0 $807K 0.01% +43K +3383.5% $18.19 +0.3%
210 FFIV F5 INC Technology 1,951.0 $801K 0.01% +2K +3651.9% $410.56 -7.7%
211 RJF RAYMOND JAMES FINANCIAL INC Financial Services 5,359.0 $799K 0.01% +5K +5424.7% $149.08 +18.5%
212 VEEV VEEVA SYSTEMS INC Healthcare 4,480.0 $789K 0.01% +4K +2790.3% $176.22 +41.0%
213 GLPI GAMING AND LEISURE PROPERTIES INC Real Estate 17,126.0 $786K 0.01% +3K +21.4% $45.91 -4.3%
214 FICO FAIR ISAAC CORP Technology 665.0 $783K 0.01% +497.0 +295.8% $1177.52 -0.9%
215 PLNT PLANET FITNESS INC Consumer Cyclical 15,000.0 $774K 0.01% +7K +87.5% $51.58 +4.4%
216 KR KROGER CO THE Consumer Defensive 12,913.0 $722K 0.01% +12K +1596.8% $55.91 +5.7%
217 CNH INDUSTRIAL NV 60,284.0 $687K 0.01% +59K +5137.5% $11.39
218 CSL CARLISLE COS INC Industrials 1,797.0 $680K 0.01% +2K +627.5% $378.47 -4.2%
219 TRU TRANSUNION Industrials 9,468.0 $680K 0.01% +9K +3627.6% $71.79 +18.2%
220 HPE HEWLETT PACKARD ENTERPRISE CO Technology 14,926.0 $663K 0.01% +9K +139.9% $44.41 +18.1%
Page 11 of 14  ·  267 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 43.1%
Healthcare 11.7%
Financial Services 10.6%
Industrials 9.9%
Communication Services 7.9%
Consumer Cyclical 7.7%
Basic Materials 3.3%
Consumer Defensive 2.2%
Energy 1.8%
Real Estate 1.1%