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Portfolio (Quarterly) Guide ↗

MASTERINVEST Kapitalanlage GmbH

· CIK 0002075029
13F Portfolio $1.1B AUM Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 266 New
Page 10 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BK BANK NEW YORK MELLON CORP Financial Services 8,694.0 $1.0M 0.10% NEW $116.87 +19.7%
182 TEAM ATLASSIAN CORPORATION Technology 6,234.0 $1.0M 0.10% NEW $162.93 -42.6%
183 HIG HARTFORD FINL SVCS GROUP INC Financial Services 7,244.0 $1.0M 0.10% NEW $138.84 -6.8%
184 NEE NEXTERA ENERGY INC Utilities 12,345.0 $994K 0.09% NEW $80.53 +9.4%
185 DT DYNATRACE INC Technology 22,385.0 $987K 0.09% NEW $44.10 -7.9%
186 SRE SEMPRA Utilities 10,989.0 $979K 0.09% NEW $89.09 +1.5%
187 OTIS OTIS WORLDWIDE CORP Industrials 10,918.0 $961K 0.09% NEW $88.01 -19.1%
188 PM PHILIP MORRIS INTL INC Consumer Defensive 5,933.0 $961K 0.09% NEW $161.95 +11.1%
189 RRX REGAL REXNORD CORPORATION Industrials 6,513.0 $927K 0.09% NEW $142.39 +43.9%
190 BKR BAKER HUGHES COMPANY Energy 19,948.0 $919K 0.09% NEW $46.09 +39.5%
191 SYF SYNCHRONY FINANCIAL Financial Services 10,813.0 $912K 0.09% NEW $84.31 -15.8%
192 DVN DEVON ENERGY CORP NEW Energy 24,149.0 $889K 0.08% NEW $36.82 +20.5%
193 EMR EMERSON ELEC CO Industrials 6,124.0 $829K 0.08% NEW $135.29 +4.9%
194 ZTS ZOETIS INC Healthcare 6,552.0 $828K 0.08% NEW $126.41 -37.6%
195 NTRS NORTHERN TR CORP Financial Services 5,996.0 $828K 0.08% NEW $138.13 +22.0%
196 CCL CARNIVAL CORP Consumer Cyclical 26,816.0 $826K 0.08% NEW $30.82 -8.8%
197 COP CONOCOPHILLIPS Energy 8,457.0 $796K 0.08% NEW $94.10 +22.1%
198 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13,559.0 $789K 0.07% NEW $58.17 +38.0%
199 CMS CMS ENERGY CORP Utilities 11,111.0 $782K 0.07% NEW $70.42 +4.5%
200 FDX FEDEX CORP Industrials 2,641.0 $769K 0.07% NEW $291.06 +40.3%
Page 10 of 14  ·  266 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 33.8%
Financial Services 13.1%
Healthcare 11.9%
Communication Services 11.2%
Consumer Cyclical 10.6%
Industrials 8.1%
Consumer Defensive 5.7%
Basic Materials 1.9%
Real Estate 1.7%
Energy 1.3%