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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 2 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UBS UBS GROUP AG Financial Services 321,846.0 $12.4M 0.97% -39K -10.8% $38.43 +24.3%
22 ADBE CALL ADOBE INC Technology 50,000.0 $12.2M 0.95% NEW $243.08 -1.1%
23 ORCL ORACLE CORP Technology 82,041.0 $12.0M 0.94% +16K +23.4% $146.80 +31.5%
24 BNTX BIONTECH SE Healthcare 136,425.0 $12.0M 0.94% -16K -10.4% $87.94 +4.9%
25 FERG FERGUSON ENTERPRISES INC Industrials 47,978.0 $11.2M 0.87% -3K -5.9% $233.25 -2.6%
26 AMD ADVANCED MICRO DEVICES INC Technology 49,076.0 $9.9M 0.77% $201.90 +149.6%
27 WMT WALMART INC Consumer Defensive 73,279.0 $9.1M 0.71% -15K -17.4% $124.17 -3.1%
28 JPM JPMORGAN CHASE & CO Financial Services 30,647.0 $9.0M 0.70% -11K -25.6% $293.09 +4.7%
29 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 60,000.0 $8.8M 0.69% NEW $146.28 -6.6%
30 PAYC PAYCOM SOFTWARE INC Technology 69,500.0 $8.4M 0.66% $121.54 +9.3%
31 JNJ JOHNSON & JOHNSON Healthcare 34,138.0 $8.3M 0.65% -7K -17.2% $243.14 -5.3%
32 CAT CATERPILLAR INC Industrials 11,725.0 $8.3M 0.65% -2K -15.7% $704.12 +29.0%
33 ABNB AIRBNB INC Consumer Cyclical 64,653.0 $8.2M 0.64% $126.20 +5.1%
34 TMO THERMO FISHER SCIENTIFIC INC Healthcare 15,964.0 $7.8M 0.61% -2K -10.4% $490.44 -8.6%
35 SNAP CALL SNAP INC Communication Services 1,701,100.0 $7.8M 0.61% +901K +112.6% $4.60 +25.0%
36 AVGO BROADCOM INC Technology 23,978.0 $7.4M 0.58% -5K -18.0% $309.51 +36.3%
37 DB DEUTSCHE BK AG Financial Services 244,914.0 $7.3M 0.57% -101K -29.3% $29.75 +12.6%
38 MA MASTERCARD INCORPORATED Financial Services 14,676.0 $7.3M 0.57% +289.0 +2.0% $494.89 -0.4%
39 FCX CALL FREEPORT MCMORAN INC Basic Materials 120,000.0 $7.1M 0.55% NEW $58.78 +9.5%
40 TXN TEXAS INSTRS INC Technology 36,111.0 $7.0M 0.55% +312.0 +0.9% $193.52 +67.9%
Page 2 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%