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Portfolio (Quarterly) Guide ↗

Raiffeisen Bank International AG

· CIK 0002044885
13F Portfolio $7.8B AUM 868 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 41 New 185 Added 259 Reduced 51 Exited
Page 10 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BRO BROWN & BROWN INC Financial Services 8,386.0 $673K 0.01% -1K -12.5% $80.22 -27.1%
182 CLX CLOROX CO THE Consumer Defensive 6,487.0 $654K 0.01% -409.0 -5.9% $100.81 -5.6%
183 FISV FISERV INC Technology 9,578.0 $647K 0.01% -39K -80.5% $67.53 -17.3%
184 GLPI GAMING AND LEISURE PROPERTIES INC Real Estate 14,104.0 $635K 0.01% -888.0 -5.9% $45.05 +5.4%
185 BLOCK INC 9,534.0 $625K 0.01% -581.0 -5.7% $65.54
186 VICI VICI PROPERTIES INC Real Estate 21,243.0 $602K 0.01% -1K -5.6% $28.34 +0.2%
187 CTRA COTERRA ENERGY INC Energy 18,460.0 $490K 0.01% -7K -26.7% $26.56 +22.6%
188 MAR MARRIOTT INTERNATIONAL INC MD Consumer Cyclical 1,506.0 $473K 0.01% -444.0 -22.8% $313.94 +18.0%
189 TFC TRUIST FINANCIAL CORP Financial Services 8,935.0 $443K 0.01% -611.0 -6.4% $49.56 -3.1%
190 SRE SEMPRA Utilities 4,938.0 $440K 0.01% -336.0 -6.4% $89.09 +2.7%
191 FDX FEDEX CORP Industrials 1,451.0 $422K 0.01% -63.0 -4.2% $291.06 +33.6%
192 APOS APOLLO GLOBAL MANAGEMENT INC Financial Services 2,826.0 $413K 0.01% -127.0 -4.3% $146.06 -82.1%
193 NET CALL CLOUDFLARE INC CL Technology 2,432.0 $408K 0.01% -1K -31.2% $167.87 +26.7%
194 AFL AFLAC INC Financial Services 3,600.0 $399K 0.01% -244.0 -6.3% $110.80 +6.3%
195 PCAR PACCAR INC Industrials 3,486.0 $387K 0.01% -235.0 -6.3% $110.96 -1.5%
196 CTVA CORTEVA INC Basic Materials 5,543.0 $373K 0.01% -1K -18.9% $67.37 +17.3%
197 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 2,745.0 $362K 0.01% -148.0 -5.1% $132.03 -0.5%
198 MET METLIFE INC Financial Services 4,539.0 $362K 0.01% -317.0 -6.5% $79.78 +5.7%
199 YUM YUM! BRANDS INC Consumer Cyclical 2,362.0 $359K 0.01% -165.0 -6.5% $152.18 +0.3%
200 WDC WESTERN DIGITAL CORP Technology 1,994.0 $351K 0.01% -458.0 -18.7% $176.06 +161.1%
Page 10 of 13  ·  259 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 39.6%
Financial Services 12.1%
Healthcare 12.1%
Industrials 10.1%
Communication Services 8.7%
Consumer Cyclical 8.0%
Consumer Defensive 3.3%
Basic Materials 2.5%
Energy 1.7%
Real Estate 1.3%