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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 4 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MSCI MSCI INC Financial Services 61,709.0 $34.4M 0.40% -25K -28.6% $558.00 +1.5%
62 IBKR INTERACTIVE BROKERS GROUP INC Financial Services 389,970.0 $34.4M 0.40% +374K +2350.9% $88.12 +8.5%
63 PFE PFIZER INC Healthcare 1,398,194.0 $33.7M 0.40% +1.3M +1862.1% $24.11 +17.9%
64 SNPS SYNOPSYS INC Technology 74,782.0 $33.4M 0.39% -1K -1.5% $447.22 -9.7%
65 CDNS CADENCE DESIGN SYSTEMS INC Technology 88,611.0 $33.0M 0.39% +44K +98.6% $372.72 -11.7%
66 JCI JOHNSON CONTROLS INTERNATIONAL PLC Industrials 230,836.0 $32.4M 0.38% -136K -37.0% $140.47 +0.8%
67 CMI CUMMINS INC Industrials 46,817.0 $32.4M 0.38% +13K +39.4% $691.09 -17.5%
68 SN SHARKNINJA INC Consumer Cyclical 216,632.0 $31.7M 0.37% +137K +170.8% $146.38 +25.5%
69 DHR DANAHER CORP Healthcare 162,772.0 $31.4M 0.37% -1K -0.8% $192.78 +11.9%
70 SYK STRYKER CORP Healthcare 93,268.0 $30.8M 0.36% -8K -8.2% $330.52 +0.3%
71 CRDO CREDO TECHNOLOGY GROUP HOLDING LTD Technology 120,702.0 $29.7M 0.35% -5K -4.3% $245.68 -8.7%
72 ABT ABBOTT LABORATORIES Healthcare 305,266.0 $28.3M 0.33% -44K -12.6% $92.71 +24.7%
73 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 308,352.0 $27.8M 0.33% -29K -8.5% $90.16 +0.4%
74 CRM SALESFORCE INC Technology 174,705.0 $27.6M 0.32% -77K -30.5% $157.93 +30.6%
75 AMGN AMGEN INC Healthcare 74,462.0 $26.8M 0.32% -852.0 -1.1% $360.55 +23.1%
76 EW EDWARDS LIFESCIENCES CORP Healthcare 289,788.0 $26.4M 0.31% -20K -6.6% $91.18 -0.7%
77 PYPL PAYPAL HOLDINGS INC Financial Services 598,646.0 $25.9M 0.30% +482K +412.5% $43.29 +43.5%
78 PSTG PURE STORAGE INC 352,941.0 $25.5M 0.30% -43K -10.8% $72.32
79 APH AMPHENOL CORP Technology 152,993.0 $25.5M 0.30% +72K +89.0% $166.42 -4.8%
80 BMY BRISTOLMYERS SQUIBB CO Healthcare 432,969.0 $25.4M 0.30% -19K -4.2% $58.56 +15.7%
Page 4 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%