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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 4 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 99,558.0 $14.7M 0.17% -237K -70.4% $147.75 -3.6%
62 NKE NIKE INC Consumer Cyclical 339,874.0 $14.1M 0.17% -15K -4.2% $41.48 -1.8%
63 ON ON SEMICONDUCTOR CORP Technology 154,196.0 $13.7M 0.16% -14K -8.1% $88.57 -18.8%
64 WMB WILLIAMS COS INC THE Energy 178,197.0 $13.4M 0.16% -11K -5.6% $75.06 -5.4%
65 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Industrials 44,958.0 $12.1M 0.14% -4K -8.2% $268.30 +10.9%
66 KEYS KEYSIGHT TECHNOLOGIES INC Technology 33,501.0 $11.4M 0.13% -169K -83.4% $340.13 -8.7%
67 BK BANK OF NEW YORK MELLON CORP THE Financial Services 79,042.0 $11.4M 0.13% -4K -5.0% $143.80 +0.0%
68 T AT&T INC Communication Services 514,877.0 $11.2M 0.13% -639K -55.4% $21.82 +17.7%
69 BABA ALIBABA GROUP HOLDING LTD Consumer Cyclical 113,520.0 $10.8M 0.13% -1K -0.9% $95.51 +24.0%
70 AMT AMERICAN TOWER CORP Real Estate 64,256.0 $10.8M 0.13% -100K -60.9% $168.67 +5.8%
71 DIS WALT DISNEY CO THE Communication Services 105,943.0 $10.4M 0.12% -291K -73.3% $98.63 +12.1%
72 NVMI NOVA LTD Technology 19,784.0 $10.3M 0.12% -36K -64.7% $520.39 -30.3%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 229,812.0 $10.1M 0.12% -27K -10.7% $43.73 +14.7%
74 PRU PRUDENTIAL FINANCIAL INC Financial Services 91,566.0 $10.0M 0.12% -8K -7.9% $109.20 +12.3%
75 CF CF INDUSTRIES HOLDINGS INC Basic Materials 91,275.0 $9.9M 0.12% -76K -45.4% $108.01 +19.7%
76 A AGILENT TECHNOLOGIES INC Healthcare 73,572.0 $9.8M 0.12% -161K -68.7% $132.83 +15.5%
77 DECK DECKERS OUTDOOR CORP Consumer Cyclical 89,614.0 $9.1M 0.11% -1K -1.2% $101.28 -9.1%
78 HOOD ROBINHOOD MARKETS INC Financial Services 86,672.0 $8.8M 0.10% -9K -9.1% $101.83 +1.8%
79 CBRE CBRE GROUP INC Real Estate 63,048.0 $8.6M 0.10% -6K -9.2% $136.09 +11.6%
80 AME AMETEK INC Industrials 35,180.0 $8.4M 0.10% -17K -31.9% $237.72 +1.9%
Page 4 of 12  ·  225 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%