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Portfolio (Quarterly) Guide ↗

Baader Bank Aktiengesellschaft

· CIK 0001542629
13F Portfolio $1.3B AUM 417 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 139 New 108 Added 146 Reduced 158 Exited
Page 16 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JCI JOHNSON CONTROLS INTERNATION Industrials 3,034.0 $397K 0.03% NEW $130.95 +6.0%
302 RF REGIONS FINANCIAL CORP NEW Financial Services 15,207.0 $395K 0.03% NEW $26.00 +8.1%
303 TFC TRUIST FINL CORP Financial Services 8,585.0 $395K 0.03% NEW $45.97 +5.4%
304 STLD STEEL DYNAMICS INC Basic Materials 2,190.0 $394K 0.03% -4K -64.4% $180.00 +43.5%
305 TDG TRANSDIGM GROUP INC Industrials 350.0 $394K 0.03% NEW $1125.99 +10.7%
306 AMP AMERIPRISE FINL INC Financial Services 889.0 $394K 0.03% NEW $442.86 -0.1%
307 AIG AMERICAN INTL GROUP INC Financial Services 5,208.0 $392K 0.03% -1K -18.7% $75.20 +0.8%
308 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 12,731.0 $391K 0.03% NEW $30.72 +6.4%
309 JBHT HUNT J B TRANS SVCS INC Industrials 1,843.0 $390K 0.03% NEW $211.70 +27.9%
310 GFL GFL ENVIRONMENTAL INC Industrials 9,307.0 $388K 0.03% NEW $41.70 -15.5%
311 CARR CARRIER GLOBAL CORPORATION Industrials 6,891.0 $388K 0.03% NEW $56.31 +15.5%
312 ROIV ROIVANT SCIENCES LTD Healthcare 14,005.0 $388K 0.03% -34K -70.6% $27.70 +6.2%
313 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,946.0 $388K 0.03% NEW $48.78 -9.8%
314 URI UNITED RENTALS INC Industrials 547.0 $385K 0.03% NEW $703.87 +40.4%
315 NVR NVR INC Consumer Cyclical 58.0 $382K 0.03% NEW $6589.83 -7.5%
316 DHI D R HORTON INC Consumer Cyclical 2,777.0 $381K 0.03% NEW $137.22 +7.2%
317 NRG NRG ENERGY INC Utilities 2,593.0 $379K 0.03% NEW $146.14 -6.5%
318 PHM PULTE GROUP INC Consumer Cyclical 3,210.0 $378K 0.03% NEW $117.61 +1.2%
319 FNV FRANCO NEV CORP Basic Materials 1,500.0 $371K 0.03% -173.0 -10.3% $247.52 -9.3%
320 GPN GLOBAL PMTS INC Industrials 5,605.0 $371K 0.03% NEW $66.11 +12.3%
Page 16 of 21  ·  417 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 30.8%
Communication Services 14.4%
Consumer Cyclical 13.8%
Financial Services 11.0%
Healthcare 9.0%
Industrials 7.3%
Basic Materials 6.3%
Energy 4.5%
Consumer Defensive 2.1%
Utilities 0.5%