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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 19 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VLTO VERALTO CORP Industrials 17,001.0 $1.5M 0.02% -11K -39.4% $88.32 +11.7%
362 VLO VALERO ENERGY CORP Energy 5,610.0 $1.5M 0.02% +5K +469.5% $266.32 +30.7%
363 CELH CELSIUS HOLDINGS INC Consumer Defensive 50,000.0 $1.5M 0.02% $29.79 +18.3%
364 FDX FEDEX CORP Industrials 4,550.0 $1.5M 0.02% +3K +213.6% $325.40 +3.3%
365 GRMN GARMIN LTD Technology 6,326.0 $1.5M 0.02% +543.0 +9.4% $233.76 +23.6%
366 OXY OCCIDENTAL PETROLEUM CORP Energy 30,000.0 $1.5M 0.02% $49.09 +19.4%
367 RF REGIONS FINANCIAL CORP Financial Services 48,623.0 $1.5M 0.02% NEW $30.27 +1.4%
368 AMP AMERIPRISE FINANCIAL INC Financial Services 3,282.0 $1.5M 0.02% +2K +121.3% $446.79 +25.4%
369 PBR PETROLEO BRASILEIRO SA Energy 90,000.0 $1.5M 0.02% $16.28 +9.1%
370 GTLS CHART INDUSTRIES INC Industrials 7,000.0 $1.5M 0.02% $208.88 +0.5%
371 KOS KOSMOS ENERGY LTD Energy 700,000.0 $1.5M 0.02% -300K -30.0% $2.08 +33.7%
372 LPLA LPL FINANCIAL HOLDINGS INC Financial Services 5,384.0 $1.4M 0.02% +5K +10000.0% $269.24 +33.8%
373 ULTA ULTA BEAUTY INC Consumer Cyclical 3,145.0 $1.4M 0.02% +3K +9728.1% $459.12 +18.3%
374 AFL AFLAC INC Financial Services 12,012.0 $1.4M 0.02% +8K +233.7% $120.08 -2.2%
375 HAL HALLIBURTON CO Energy 42,000.0 $1.4M 0.02% $34.09 +1.0%
376 NEXTERA ENERGY PARTNERS LP 120,000.0 $1.4M 0.02% $11.85
377 LITE LUMENTUM HOLDINGS INC Technology 1,651.0 $1.4M 0.02% NEW $851.40 +10.3%
378 NUE NUCOR CORP Basic Materials 6,121.0 $1.4M 0.02% -493.0 -7.5% $228.58 +10.6%
379 CBOE CBOE GLOBAL MARKETS INC Financial Services 5,979.0 $1.4M 0.02% +4K +276.8% $231.60 +34.8%
380 J JACOBS SOLUTIONS INC Industrials 11,163.0 $1.4M 0.02% NEW $123.81 +22.4%
Page 19 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%