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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 14 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 4,657.0 $2.7M 0.03% +445.0 +10.6% $581.23 -8.3%
262 ED CONSOLIDATED EDISON INC Utilities 24,054.0 $2.7M 0.03% +9K +55.1% $112.29 -3.9%
263 PNR PENTAIR PLC Industrials 35,025.0 $2.7M 0.03% -68K -66.1% $76.30 -17.2%
264 AMRC AMERESCO INC Industrials 100,000.0 $2.7M 0.03% NEW $26.57 -18.5%
265 COF CAPITAL ONE FINANCIAL CORP Financial Services 13,002.0 $2.6M 0.03% +7K +104.7% $202.28 +7.0%
266 ATO ATMOS ENERGY CORP Utilities 15,040.0 $2.6M 0.03% +5K +45.6% $174.84 -3.4%
267 GIS GENERAL MILLS INC Consumer Defensive 72,111.0 $2.6M 0.03% -51K -41.5% $36.38 +10.5%
268 AER AERCAP HOLDINGS NV Industrials 17,776.0 $2.6M 0.03% +6K +47.4% $147.54 +1.0%
269 OTIS OTIS WORLDWIDE CORP Industrials 35,563.0 $2.6M 0.03% +24K +207.0% $72.92 -0.8%
270 BLK BLACKROCK INC Financial Services 2,692.0 $2.6M 0.03% -3K -51.8% $950.17 +24.0%
271 GM GENERAL MOTORS CO Consumer Cyclical 32,953.0 $2.5M 0.03% +17K +109.4% $77.34 +11.2%
272 ACHC ACADIA HEALTHCARE CO INC Healthcare 90,000.0 $2.5M 0.03% -50K -35.7% $27.69 +12.7%
273 PNC PNC FINANCIAL SERVICES GROUP INC THE Financial Services 9,990.0 $2.5M 0.03% +4K +58.2% $246.73 -0.5%
274 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Basic Materials 32,044.0 $2.5M 0.03% -15K -32.1% $76.50 +13.8%
275 ALLO ALLOGENE THERAPEUTICS INC Healthcare 1,100,000.0 $2.4M 0.03% +200K +22.2% $2.22 -7.0%
276 VICI VICI PROPERTIES INC Real Estate 88,470.0 $2.4M 0.03% +67K +316.5% $27.18 -4.1%
277 USB US BANCORP Financial Services 38,795.0 $2.4M 0.03% +13K +49.3% $61.28 +2.7%
278 APP APPLOVIN CORP Technology 4,737.0 $2.4M 0.03% +2K +64.1% $498.76 -38.0%
279 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 13,864.0 $2.4M 0.03% -5K -25.5% $170.00 -6.7%
280 LEGN LEGEND BIOTECH CORP Healthcare 80,000.0 $2.4M 0.03% -20K -20.0% $29.39 -29.4%
Page 14 of 40  ·  787 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%