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Portfolio (Quarterly) Guide ↗

Siemens Fonds Invest GmbH

· CIK 0001856637
13F Portfolio $1.8B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 552 New
Page 14 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,631.0 $793K 0.04% NEW $140.78 +41.2%
262 HUM HUMANA INC Healthcare 3,037.0 $790K 0.04% NEW $260.17 +15.8%
263 VRSK VERISK ANALYTICS INC Industrials 3,049.0 $767K 0.04% NEW $251.51 -37.6%
264 ROK ROCKWELL AUTOMATION INC Industrials 2,185.0 $764K 0.04% NEW $349.53 +30.6%
265 VEEV VEEVA SYS INC Healthcare 2,557.0 $762K 0.04% NEW $297.91 -47.6%
266 VRT VERTIV HOLDINGS CO Industrials 5,046.0 $761K 0.04% NEW $150.86 +149.4%
267 BLOCK INC 10,261.0 $742K 0.04% NEW $72.27
268 COP CONOCOPHILLIPS Energy 7,723.0 $731K 0.04% NEW $94.59 +25.8%
269 LNG CHENIERE ENERGY INC Energy 3,096.0 $727K 0.04% NEW $234.98 +2.6%
270 D DOMINION ENERGY INC Utilities 11,890.0 $727K 0.04% NEW $61.17 +2.9%
271 MPWR MONOLITHIC PWR SYS INC Technology 785.0 $723K 0.04% NEW $920.64 +75.3%
272 ED CONSOLIDATED EDISON INC Utilities 7,097.0 $713K 0.04% NEW $100.52 +6.6%
273 A AGILENT TECHNOLOGIES INC Healthcare 5,492.0 $705K 0.04% NEW $128.35 -13.0%
274 TROW PRICE T ROWE GROUP INC Financial Services 6,850.0 $703K 0.04% NEW $102.64 -0.2%
275 DGX QUEST DIAGNOSTICS INC Healthcare 3,612.0 $688K 0.04% NEW $190.58 -1.4%
276 WRB BERKLEY W R CORP Financial Services 8,892.0 $681K 0.04% NEW $76.62 -13.8%
277 MO ALTRIA GROUP INC Consumer Defensive 10,312.0 $681K 0.04% NEW $66.06 +9.6%
278 FIS FIDELITY NATL INFORMATION SV Technology 10,244.0 $675K 0.04% NEW $65.94 -36.6%
279 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,924.0 $663K 0.04% NEW $134.67 +4.4%
280 CBRE CBRE GROUP INC Real Estate 4,204.0 $662K 0.04% NEW $157.56 -17.5%
Page 14 of 28  ·  552 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 36.5%
Financial Services 13.2%
Communication Services 10.9%
Consumer Cyclical 10.1%
Healthcare 10.0%
Industrials 7.2%
Consumer Defensive 4.6%
Utilities 2.3%
Real Estate 1.8%
Basic Materials 1.7%