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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 7 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CDNS CADENCE DESIGN SYS DL-,01 Technology 11,379.0 $3.6M 0.09% NEW $315.60 +10.0%
122 NBIX NEUROCRINE BIOSCI. DL-001 Healthcare 24,821.0 $3.5M 0.09% NEW $140.95 +12.8%
123 IQVIA HLDGS DL-,01 15,124.0 $3.4M 0.08% NEW $227.69
124 BMY BRISTOL-MYERS SQUIBBDL-10 Healthcare 61,721.0 $3.3M 0.08% NEW $54.21 +5.1%
125 STT STATE STREET CORP. DL 1 Financial Services 25,465.0 $3.3M 0.08% NEW $130.34 +18.0%
126 JBHT HUNT (J.B.) TRANS. DL-,01 Industrials 16,775.0 $3.3M 0.08% NEW $196.21 +29.8%
127 INTU INTUIT INC. DL-,01 Technology 4,781.0 $3.2M 0.08% NEW $669.88 -43.5%
128 ADBE ADOBE INC. Technology 8,822.0 $3.1M 0.08% NEW $352.51 -29.8%
129 MCD MCDONALDS CORP. DL-,01 Consumer Cyclical 9,947.0 $3.1M 0.07% NEW $308.03 -10.7%
130 PEP PEPSICO INC. Dl-,0166 Consumer Defensive 19,476.0 $2.8M 0.07% NEW $144.16 +3.1%
131 HPQ HP INC DL -,01 Technology 110,734.0 $2.5M 0.06% NEW $22.90 -9.3%
132 CSX CSX CORP. DL 1 Industrials 66,889.0 $2.4M 0.06% NEW $36.42 +26.1%
133 AMAT APPLIED MATERIALS INC. Technology 9,162.0 $2.4M 0.06% NEW $259.97 +68.0%
134 UNP UNION PAC. DL 2,50 Industrials 10,129.0 $2.4M 0.06% NEW $233.06 +15.6%
135 MNST MONSTER BEVER.NEW DL-,005 Consumer Defensive 30,354.0 $2.3M 0.06% NEW $77.41 +10.9%
136 AWK AMERICAN WATER WKS DL-,01 Utilities 17,055.0 $2.2M 0.05% NEW $131.13 -5.2%
137 SLF SUN LIFE FINANCIAL INC. Financial Services 35,254.0 $2.2M 0.05% NEW $62.74 +14.2%
138 MPC MARATHON PETROLEUM DL-,01 Energy 12,659.0 $2.1M 0.05% NEW $163.82 +51.9%
139 ACI ALBERTSONS COS INC.DL-001 Consumer Defensive 118,635.0 $2.0M 0.05% NEW $17.25 -4.9%
140 DOC HEALTHPEAK PROP.INC. DL 1 Real Estate 124,622.0 $2.0M 0.05% NEW $16.18 +20.9%
Page 7 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%