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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 9 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TD TORONTO-DOMINION BK Financial Services 2,838.0 $269K 0.01% NEW $94.87 +14.1%
162 ADP AUTOM. DATA PROC. DL -,10 Industrials 1,013.0 $263K 0.01% NEW $259.53 -17.4%
163 PNC PNC FINL SERVICES GRP DL5 Financial Services 1,158.0 $244K 0.01% NEW $211.06 +1.1%
164 ITW ILL. TOOL WKS Industrials 973.0 $244K 0.01% NEW $250.83 -0.0%
165 ACN ACCENTURE A DL-,0000225 Technology 874.0 $236K 0.01% NEW $270.00 -37.5%
166 SPGI S & P GLOBAL INC. DL 1 Financial Services 446.0 $235K 0.01% NEW $527.69 -23.5%
167 WELL WELLTOWER INC. DL 1 Real Estate 1,238.0 $233K 0.01% NEW $188.00 +15.8%
168 USB U.S. Bancorp Dl-,01 Financial Services 4,175.0 $227K 0.01% NEW $54.31 -1.6%
169 HLT HILTON WORLD.HDGS DL -,01 Consumer Cyclical 748.0 $217K 0.01% NEW $290.43 +9.0%
170 ED CONSOLIDATED EDISON Utilities 2,121.0 $212K 0.01% NEW $99.89 +7.2%
171 ETN EATON CORP.PLC DL -,01 Industrials 615.0 $197K 0.01% NEW $320.86 +27.2%
172 TXN TEXAS INSTRUMENTS Dl 1 Technology 1,080.0 $189K 0.01% NEW $175.42 +74.6%
173 INTC INTEL CORP. DL-,001 Technology 4,927.0 $184K 0.00% NEW $37.30 +210.8%
174 RF REGIONS FINANCIAL DL-,01 Financial Services 6,613.0 $181K 0.00% NEW $27.32 -1.9%
175 CMI CUMMINS INC. DL 2,50 Industrials 350.0 $180K 0.00% NEW $513.61 +39.5%
176 ECL ECOLAB INC. DL 1 Basic Materials 663.0 $175K 0.00% NEW $264.48 -5.9%
177 BMO BK MONTREAL CD 2 Financial Services 1,337.0 $175K 0.00% NEW $130.64 +16.7%
178 BNS BK NOVA SCOTIA Financial Services 2,104.0 $156K 0.00% NEW $74.06 +4.1%
179 CCEP COCA-COLA EU.PA. EO -,01 Consumer Defensive 1,662.0 $153K 0.00% NEW $91.83 -2.7%
180 EQIX EQUINIX INC. DL-,001 Real Estate 196.0 $151K 0.00% NEW $769.71 +40.3%
Page 9 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%