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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 34 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TROW T ROWE PRICE GROUP INC Financial Services 150.0 $16K $103.64 -1.7%
662 LPLA LPL FINANCIAL HOLDINGS INC Financial Services 43.0 $15K $359.74 -20.0%
663 GPN GLOBAL PAYMENTS INC Industrials 195.0 $15K $79.31 -8.5%
664 GPC GENUINE PARTS CO Consumer Cyclical 124.0 $15K $124.03 -21.3%
665 CYBERARK SOFTWARE LTD 34.0 $15K $451.32
666 NTLA CALL INTELLIA THERAPEUTICS Healthcare 2,000.0 $15K $7.62 +62.4%
667 SUI SUN COMMUNITIES INC Real Estate 121.0 $15K $125.47 -2.0%
668 ENTG ENTEGRIS INC Technology 173.0 $15K $86.69 +51.6%
669 BXP BXP INC Real Estate 216.0 $15K $69.27 -13.2%
670 BBY BEST BUY CO INC Consumer Cyclical 219.0 $15K $67.83 -9.8%
671 ADBE CALL ADOBE Technology 50.0 $15K -14.0 -21.9% $296.44 -17.7%
672 AFRM AFFIRM HOLDINGS INC Technology 195.0 $15K NEW $75.85 -11.4%
673 NVR NVR INC Consumer Cyclical 2.0 $15K $7327.00 -17.5%
674 MKC MCCORMICK & CO INC MD Consumer Defensive 213.0 $15K $68.48 -31.4%
675 LEN LENNAR CORP Consumer Cyclical 140.0 $15K $103.89 -14.5%
676 EQR EQUITY RESIDENTIAL Real Estate 228.0 $14K $63.50 +3.6%
677 RPM RPM INTERNATIONAL INC Basic Materials 137.0 $14K $105.06 -6.2%
678 MAA MIDAMERICA APARTMENT COMMUNITIES INC Real Estate 102.0 $14K $139.91 -7.1%
679 SJM J M SMUCKER CO THE Consumer Defensive 145.0 $14K $98.42 +2.1%
680 ESS ESSEX PROPERTY TRUST INC Real Estate 54.0 $14K $263.93 +3.7%
Page 34 of 41  ·  802 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%