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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 6 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA CALL TESLA Consumer Cyclical 4,628.0 $1.8M 0.02% -149.0 -3.1% $382.15 +9.2%
102 SHW SHERWINWILLIAMS CO THE Basic Materials 5,384.0 $1.8M 0.02% -270.0 -4.8% $326.16 -5.7%
103 ATO ATMOS ENERGY CORP Utilities 10,332.0 $1.7M 0.02% -700.0 -6.3% $168.58 +5.3%
104 AER AERCAP HOLDINGS NV Industrials 12,064.0 $1.7M 0.02% -1K -8.2% $144.14 -3.2%
105 EIX EDISON INTERNATIONAL Utilities 28,450.0 $1.7M 0.02% -2K -6.4% $60.35 +16.5%
106 RMD RESMED INC Healthcare 6,748.0 $1.6M 0.02% -4K -35.2% $243.08 -13.7%
107 MPC MARATHON PETROLEUM CORP Energy 9,708.0 $1.6M 0.02% -429.0 -4.2% $163.82 +51.6%
108 MNST MONSTER BEVERAGE CORP Consumer Defensive 20,109.0 $1.6M 0.02% -1K -6.2% $77.41 +11.5%
109 PLD PROLOGIS INC Real Estate 12,033.0 $1.6M 0.02% -488.0 -3.9% $128.90 +12.2%
110 COF CAPITAL ONE FINANCIAL CORP Financial Services 6,353.0 $1.5M 0.02% -11K -62.5% $243.97 -23.5%
111 ED CONSOLIDATED EDISON INC Utilities 15,510.0 $1.5M 0.02% -1K -6.2% $99.89 +7.5%
112 MELI MERCADOLIBRE INC Consumer Cyclical 741.0 $1.5M 0.02% -41.0 -5.2% $2020.88 -17.0%
113 EMR EMERSON ELECTRIC CO Industrials 11,047.0 $1.5M 0.02% -397.0 -3.5% $135.29 -0.3%
114 MTB M&T BANK CORP Financial Services 7,296.0 $1.5M 0.02% -245.0 -3.2% $203.55 +4.3%
115 SBUX STARBUCKS CORP Consumer Cyclical 17,370.0 $1.5M 0.02% -880.0 -4.8% $85.25 +24.9%
116 CVS CVS HEALTH CORP Healthcare 18,366.0 $1.5M 0.02% -891.0 -4.6% $79.85 +16.9%
117 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 8,902.0 $1.5M 0.02% -588.0 -6.2% $163.16 -7.2%
118 CNP CENTERPOINT ENERGY INC Utilities 37,579.0 $1.5M 0.02% -3K -6.5% $38.61 +10.0%
119 WTRG ESSENTIAL UTILITIES INC Utilities 36,912.0 $1.4M 0.02% -6K -14.4% $38.45 -5.0%
120 USB US BANCORP Financial Services 25,977.0 $1.4M 0.02% -2K -6.0% $54.31 +0.3%
Page 6 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%