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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 8 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EQH EQUITABLE HLDGS DL-,01 Financial Services 39,595.0 $1.9M 0.05% NEW $48.08 -11.6%
142 NTR NUTRIEN LTD Basic Materials 29,510.0 $1.8M 0.04% NEW $62.56 +13.4%
143 ULTA ULTA BEAUTY DL-,01 Consumer Cyclical 2,973.0 $1.8M 0.04% NEW $606.89 -17.9%
144 PG PROCTER GAMBLE Consumer Defensive 12,253.0 $1.8M 0.04% NEW $144.05 -0.9%
145 TTWO TAKE-TWO INTERACT. SOFTW. Communication Services 6,798.0 $1.8M 0.04% NEW $257.91 -6.0%
146 LNG CHENIERE ENERGY DL-,003 Energy 8,347.0 $1.6M 0.04% NEW $193.44 +24.6%
147 LOW LOWE'S COS INC. DL-,50 Consumer Cyclical 6,135.0 $1.5M 0.04% NEW $243.18 -8.0%
148 VLO VALERO ENERGY CORP.DL-,01 Energy 7,768.0 $1.3M 0.03% NEW $164.86 +48.5%
149 DG DOLLAR GENER.CORP.DL-,875 Consumer Defensive 9,417.0 $1.3M 0.03% NEW $135.82 -22.7%
150 NEM NEWMONT CORP. DL 1,60 Basic Materials 11,491.0 $1.2M 0.03% NEW $101.86 +14.2%
151 FICO FAIR ISAAC CORP. DL-,01 Technology 658.0 $1.1M 0.03% NEW $1745.75 -38.3%
152 AMGN AMGEN INC. DL-,0001 Healthcare 3,479.0 $1.1M 0.03% NEW $328.69 -0.7%
153 KEY KEYCORP DL 1 Financial Services 53,902.0 $1.1M 0.03% NEW $20.73 +1.7%
154 AEM AGNICO EAGLE MINES LTD. Basic Materials 6,011.0 $1.0M 0.03% NEW $171.97 +4.9%
155 AMP AMERIPRISE FINL DL-,01 Financial Services 1,856.0 $918K 0.02% NEW $494.47 -4.9%
156 IRM IRON MOUNTAIN (NEW)DL-,01 Real Estate 9,791.0 $816K 0.02% NEW $83.36 +53.3%
157 HD HOME DEPOT INC. DL-,05 Consumer Cyclical 1,341.0 $464K 0.01% NEW $346.35 -12.1%
158 CRM SALESFORCE INC. DL-,001 Technology 1,350.0 $359K 0.01% NEW $265.92 -37.0%
159 HOLOGIC INC. DL-,01 4,571.0 $341K 0.01% NEW $74.54
160 AXP AMER. EXPRESS DL -,20 Financial Services 761.0 $284K 0.01% NEW $373.39 -16.0%
Page 8 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%