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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 5 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMGN AMGEN INC Healthcare 9,540.0 $3.1M 0.30% NEW $328.69 +2.1%
82 SPOT SPOTIFY TECHNOLOGY S A Communication Services 5,326.0 $3.1M 0.29% NEW $576.68 -10.3%
83 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.29% NEW $755400.00
84 CAT CATERPILLAR INC Industrials 5,139.0 $3.0M 0.28% NEW $577.39 +55.4%
85 EA ELECTRONIC ARTS INC Communication Services 14,472.0 $3.0M 0.28% NEW $204.35 -1.6%
86 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 10,137.0 $2.9M 0.28% NEW $290.43 +16.2%
87 CBRE CBRE GROUP INC Real Estate 17,930.0 $2.9M 0.28% NEW $163.31 -22.6%
88 MDB MONGODB INC Technology 6,811.0 $2.9M 0.27% NEW $421.23 -22.3%
89 GE GE AEROSPACE Industrials 9,184.0 $2.9M 0.27% NEW $311.79 +2.8%
90 F FORD MTR CO Consumer Cyclical 213,111.0 $2.8M 0.27% NEW $13.23 +24.4%
91 AZO AUTOZONE INC Consumer Cyclical 828.0 $2.8M 0.27% NEW $3398.85 -11.4%
92 GILD GILEAD SCIENCES INC Healthcare 22,389.0 $2.8M 0.26% NEW $123.18 +9.6%
93 NKE NIKE INC Consumer Cyclical 43,218.0 $2.6M 0.25% NEW $61.19 -22.5%
94 T AT&T INC Communication Services 105,686.0 $2.6M 0.25% NEW $24.81 +0.1%
95 CDNS CADENCE DESIGN SYSTEM INC Technology 8,293.0 $2.6M 0.25% NEW $315.60 +18.9%
96 GLW CORNING INC Technology 29,193.0 $2.6M 0.25% NEW $88.86 +107.2%
97 ADBE ADOBE INC Technology 7,342.0 $2.6M 0.25% NEW $352.51 -31.3%
98 BERKSHIRE HATHAWAY INC DEL 5,108.0 $2.6M 0.24% NEW $503.71
99 SYK STRYKER CORPORATION Healthcare 7,234.0 $2.6M 0.24% NEW $354.12 -13.6%
100 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5,544.0 $2.5M 0.24% NEW $453.74 -1.8%
Page 5 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%