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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 26 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CCK CROWN HLDGS INC Consumer Cyclical 1,626.0 $157K 0.01% NEW $96.59 -0.5%
502 NWSA NEWS CORP NEW Communication Services 5,074.0 $156K 0.01% NEW $30.71 -14.5%
503 WTRG ESSENTIAL UTILS INC Utilities 3,892.0 $155K 0.01% NEW $39.90 -6.0%
504 AKAM AKAMAI TECHNOLOGIES INC Technology 2,043.0 $155K 0.01% NEW $75.76 +99.2%
505 CNP CENTERPOINT ENERGY INC Utilities 3,985.0 $155K 0.01% NEW $38.80 +9.6%
506 FE FIRSTENERGY CORP Utilities 3,357.0 $154K 0.01% NEW $45.82 -2.9%
507 POOL POOL CORP Industrials 495.0 $153K 0.01% NEW $310.07 -43.5%
508 AMH AMERICAN HOMES 4 RENT Real Estate 4,585.0 $152K 0.01% NEW $33.25 -7.9%
509 JKHY HENRY JACK & ASSOC INC Technology 1,023.0 $152K 0.01% NEW $148.93 -10.0%
510 BXP BXP INC Real Estate 2,009.0 $149K 0.01% NEW $74.34 -21.3%
511 IOT SAMSARA INC Technology 3,978.0 $148K 0.01% NEW $37.25 -24.9%
512 EXPAND ENERGY CORPORATION 1,383.0 $147K 0.01% NEW $106.24
513 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 2,380.0 $144K 0.01% NEW $60.70 +2.1%
514 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2,579.0 $140K 0.01% NEW $54.16 -4.3%
515 BROWN FORMAN CORP 5,157.0 $140K 0.01% NEW $27.08
516 AFG AMERICAN FINL GROUP INC OHIO Financial Services 935.0 $136K 0.01% NEW $145.72 -7.8%
517 DVN DEVON ENERGY CORP NEW Energy 3,758.0 $132K 0.01% NEW $35.06 +34.7%
518 DAL DELTA AIR LINES INC DEL Industrials 2,188.0 $124K 0.01% NEW $56.75 +26.1%
519 ALGN ALIGN TECHNOLOGY INC Healthcare 962.0 $120K 0.01% NEW $125.22 +25.6%
520 CRBG COREBRIDGE FINL INC Financial Services 3,755.0 $120K 0.01% NEW $32.05 -13.7%
Page 26 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%