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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 7 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GM GENERAL MOTORS CO Consumer Cyclical 32,953.0 $2.5M 0.03% +17K +109.4% $77.34 +12.5%
122 PNC PNC FINANCIAL SERVICES GROUP INC THE Financial Services 9,990.0 $2.5M 0.03% +4K +58.2% $246.73 -1.2%
123 ALLO ALLOGENE THERAPEUTICS INC Healthcare 1,100,000.0 $2.4M 0.03% +200K +22.2% $2.22 -8.6%
124 VICI VICI PROPERTIES INC Real Estate 88,470.0 $2.4M 0.03% +67K +316.5% $27.18 -1.5%
125 USB US BANCORP Financial Services 38,795.0 $2.4M 0.03% +13K +49.3% $61.28 +1.9%
126 APP APPLOVIN CORP Technology 4,737.0 $2.4M 0.03% +2K +64.1% $498.76 -40.1%
127 ELV ELEVANCE HEALTH INC Healthcare 6,058.0 $2.4M 0.03% +2K +66.4% $388.03 +3.8%
128 ENIC ENEL CHILE SA Utilities 523,800.0 $2.3M 0.03% +102K +24.3% $4.44 +2.0%
129 ODFL OLD DOMINION FREIGHT LINE INC Industrials 10,535.0 $2.3M 0.03% +10K +3890.5% $219.69 -8.3%
130 CRCL CIRCLE INTERNET GROUP INC Financial Services 30,200.0 $2.3M 0.03% +200.0 +0.7% $75.96 +15.5%
131 TGT TARGET CORP Consumer Defensive 17,065.0 $2.3M 0.03% +6K +53.6% $133.92 +26.9%
132 BALL BALL CORP Consumer Cyclical 36,617.0 $2.3M 0.03% +36K +10000.0% $62.02 +3.9%
133 MNST MONSTER BEVERAGE CORP Consumer Defensive 23,154.0 $2.3M 0.03% +3K +15.1% $97.64 -49.9%
134 CCI CROWN CASTLE INC Real Estate 28,585.0 $2.2M 0.03% +18K +179.3% $78.63 -2.8%
135 SPG SIMON PROPERTY GROUP INC Real Estate 9,865.0 $2.2M 0.03% +4K +68.1% $227.56 -3.0%
136 ROST ROSS STORES INC Consumer Cyclical 10,744.0 $2.2M 0.03% +10K +3107.2% $208.83 +15.7%
137 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 6,784.0 $2.2M 0.03% +2K +43.1% $321.44 -8.8%
138 BE HUUUGE Industrials 7,763.0 $2.2M 0.03% +4K +111.2% $280.34 -27.2%
139 EXC EXELON CORP Utilities 45,773.0 $2.2M 0.03% +17K +60.4% $47.15 -6.0%
140 SRE SEMPRA Utilities 22,964.0 $2.2M 0.03% +18K +365.1% $93.91 -9.9%
Page 7 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%