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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 16 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MCO MOODYS CORP Financial Services 4,630.0 $2.1M 0.03% -899.0 -16.3% $452.73 +13.7%
302 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 34,739.0 $2.1M 0.03% +15K +71.9% $60.15 +4.8%
303 CSX CSX CORP Industrials 42,918.0 $2.1M 0.02% +10K +29.9% $48.01 +7.8%
304 AVY AVERY DENNISON CORP Industrials 12,611.0 $2.1M 0.02% +3K +30.2% $163.32 +11.6%
305 CARR CARRIER GLOBAL CORP Industrials 27,896.0 $2.0M 0.02% +12K +71.1% $73.43 -20.0%
306 GWW WW GRAINGER INC Industrials 1,504.0 $2.0M 0.02% +498.0 +49.5% $1353.29 -1.3%
307 DLR DIGITAL REALTY TRUST INC Real Estate 10,643.0 $2.0M 0.02% +9K +430.8% $190.58 +1.5%
308 DASH DOORDASH INC Communication Services 10,702.0 $2.0M 0.02% +5K +93.1% $184.82 +28.2%
309 CI CIGNA GROUP THE Healthcare 7,048.0 $2.0M 0.02% +622.0 +9.7% $278.74 +0.8%
310 TSLA CALL TESLA Consumer Cyclical 4,628.0 $1.9M 0.02% $420.60 -17.8%
311 CTVA CORTEVA INC Basic Materials 23,235.0 $1.9M 0.02% +18K +319.2% $83.37 -0.6%
312 AJG ARTHUR J GALLAGHER & CO Financial Services 8,442.0 $1.9M 0.02% +4K +110.9% $227.12 +16.7%
313 HLT HILTON WORLDWIDE HOLDINGS INC Consumer Cyclical 5,741.0 $1.9M 0.02% +4K +158.5% $332.54 +0.0%
314 RS RELIANCE INC Basic Materials 5,087.0 $1.9M 0.02% NEW $374.43 +4.5%
315 EIX EDISON INTERNATIONAL Utilities 25,087.0 $1.9M 0.02% -3K -11.8% $75.46 -1.3%
316 NEE Sunrun Inc. Utilities 21,328.0 $1.9M 0.02% +8K +58.1% $88.52 -4.9%
317 CME CME GROUP INC Financial Services 8,600.0 $1.9M 0.02% +773.0 +9.9% $218.58 +28.5%
318 MMM 3M CO Industrials 11,398.0 $1.9M 0.02% -157.0 -1.4% $162.43 +10.8%
319 F FORD MOTOR CO Consumer Cyclical 131,098.0 $1.8M 0.02% +79K +150.8% $14.02 -0.9%
320 SYF SYNCHRONY FINANCIAL Financial Services 23,282.0 $1.8M 0.02% +23K +7984.0% $78.37 +1.8%
Page 16 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%