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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 14 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EIX EDISON INTL Utilities 3,755.0 $227K 0.02% NEW $60.35 +16.5%
262 ANNALY CAPITAL MANAGEMENT IN 9,711.0 $224K 0.02% NEW $23.03
263 ALL ALLSTATE CORP Financial Services 1,068.0 $223K 0.02% NEW $209.10 -0.9%
264 URI UNITED RENTALS INC Industrials 260.0 $212K 0.02% NEW $817.25 +21.1%
265 HST HOST HOTELS & RESORTS INC Real Estate 10,600.0 $194K 0.02% NEW $18.29 +27.3%
266 STLA STELLANTIS N.V Consumer Cyclical 11,437.0 $127K 0.01% NEW $11.12 -26.4%
Page 14 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%