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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 8 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHW SHERWINWILLIAMS CO THE Basic Materials 6,222.0 $2.1M 0.03% +838.0 +15.6% $344.30 +0.7%
142 ABNB AIRBNB INC Consumer Cyclical 14,550.0 $2.1M 0.03% +11K +333.7% $147.17 +29.2%
143 BX BLACKSTONE INC Financial Services 18,630.0 $2.1M 0.03% +3K +16.1% $114.88 +25.0%
144 CDW CDW CORP DE Technology 15,096.0 $2.1M 0.03% +15K +10000.0% $139.82 -5.2%
145 EMR EMERSON ELECTRIC CO Industrials 14,777.0 $2.1M 0.03% +4K +33.8% $142.82 +10.3%
146 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 34,739.0 $2.1M 0.03% +15K +71.9% $60.15 +7.6%
147 CSX CSX CORP Industrials 42,918.0 $2.1M 0.02% +10K +29.9% $48.01 +7.1%
148 AVY AVERY DENNISON CORP Industrials 12,611.0 $2.1M 0.02% +3K +30.2% $163.32 +12.5%
149 CARR CARRIER GLOBAL CORP Industrials 27,896.0 $2.0M 0.02% +12K +71.1% $73.43 -18.3%
150 GWW WW GRAINGER INC Industrials 1,504.0 $2.0M 0.02% +498.0 +49.5% $1353.29 -2.3%
151 DLR DIGITAL REALTY TRUST INC Real Estate 10,643.0 $2.0M 0.02% +9K +430.8% $190.58 -1.1%
152 DASH DOORDASH INC Communication Services 10,702.0 $2.0M 0.02% +5K +93.1% $184.82 +23.9%
153 CI CIGNA GROUP THE Healthcare 7,048.0 $2.0M 0.02% +622.0 +9.7% $278.74 +0.6%
154 CTVA CORTEVA INC Basic Materials 23,235.0 $1.9M 0.02% +18K +319.2% $83.37 -0.7%
155 AJG ARTHUR J GALLAGHER & CO Financial Services 8,442.0 $1.9M 0.02% +4K +110.9% $227.12 +19.8%
156 HLT HILTON WORLDWIDE HOLDINGS INC Consumer Cyclical 5,741.0 $1.9M 0.02% +4K +158.5% $332.54 -0.7%
157 NEE Sunrun Inc. Utilities 21,328.0 $1.9M 0.02% +8K +58.1% $88.52 -5.0%
158 CME CME GROUP INC Financial Services 8,600.0 $1.9M 0.02% +773.0 +9.9% $218.58 +27.7%
159 F FORD MOTOR CO Consumer Cyclical 131,098.0 $1.8M 0.02% +79K +150.8% $14.02 -0.7%
160 SYF SYNCHRONY FINANCIAL Financial Services 23,282.0 $1.8M 0.02% +23K +7984.0% $78.37 +2.1%
Page 8 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%