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Munich Reinsurance Co Stock Corp in Munich

· CIK 0002090208
13F Portfolio $4.1B AUM 200 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 200 New
Page 10 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 URI UNITED RENTALS INC.DL-,01 Industrials 184.0 $150K 0.00% NEW $817.25 +19.1%
182 FIS FIDELITY NATL INF. SVCS Technology 2,195.0 $147K 0.00% NEW $67.17 -37.8%
183 WPM WHEATON PREC. METALS Basic Materials 1,231.0 $146K 0.00% NEW $118.96 +17.1%
184 CTAS CINTAS CORP. Industrials 732.0 $139K 0.00% NEW $190.35 -12.8%
185 CHD CHURCH DWIGHT CO. DL 1 Consumer Defensive 1,634.0 $138K 0.00% NEW $84.44 +11.4%
186 MELI MERCADOLIBRE INC. DL-,001 Consumer Cyclical 68.0 $137K 0.00% NEW $2020.88 -20.5%
187 BALL BALL CORP. Consumer Cyclical 2,506.0 $133K 0.00% NEW $53.24 +3.7%
188 DE DEERE CO. DL 1 Industrials 274.0 $129K 0.00% NEW $469.94 +22.3%
189 MMM 3M CO. DL-,01 Industrials 791.0 $127K 0.00% NEW $161.17 -10.0%
190 RB GLOBAL INC. 1,216.0 $127K 0.00% NEW $104.80
191 AMT AMERICAN TOWER DL -,01 Real Estate 693.0 $122K 0.00% NEW $176.72 -3.4%
192 ORLY O'REILLY AUTOMOTIV.DL-,01 Consumer Cyclical 1,304.0 $119K 0.00% NEW $91.47 -2.0%
193 ZTS ZOETIS INC. CL.A DL -,01 Healthcare 934.0 $118K 0.00% NEW $126.41 -40.3%
194 XYL XYLEM INC. DL-,01 Industrials 858.0 $118K 0.00% NEW $137.59 -20.5%
195 KMB KIMBERLY-CLARK DL 1,25 Consumer Defensive 1,155.0 $117K 0.00% NEW $101.59 -4.8%
196 PWR QUANTA SVCS DL-,00001 Industrials 265.0 $114K 0.00% NEW $428.81 +81.9%
197 DLR DIGITAL REALTY TR. DL-,01 Real Estate 717.0 $112K 0.00% NEW $156.39 +23.3%
198 ALNY ALNYLAM PHARMACE.DL-,0001 Healthcare 275.0 $109K 0.00% NEW $397.25 -27.8%
199 AXON AXON ENTERPRISE DL-,00001 Industrials 165.0 $94K 0.00% NEW $572.11 -31.5%
200 VEEV VEEVA SYSTEMS A DL-,00001 Healthcare 396.0 $89K 0.00% NEW $224.64 -30.4%
Page 10 of 10  ·  200 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 25.7%
Financial Services 16.4%
Healthcare 13.4%
Communication Services 11.0%
Industrials 10.7%
Consumer Cyclical 5.8%
Real Estate 5.1%
Utilities 4.3%
Consumer Defensive 3.5%
Energy 2.0%