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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 4 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADBE ADOBE INC Technology 17,553.0 $6.2M 0.34% NEW $352.75 -29.8%
62 ANET ARISTA NETWORKS INC Technology 41,495.0 $6.0M 0.33% NEW $145.71 -2.6%
63 MDT MEDTRONIC PLC Healthcare 61,941.0 $5.9M 0.32% NEW $95.24 -19.2%
64 PFE PFIZER INC Healthcare 230,597.0 $5.9M 0.32% NEW $25.48 +1.1%
65 CRM SALESFORCE INC Technology 24,609.0 $5.8M 0.32% NEW $237.00 -29.3%
66 GRMN GARMIN LTD Technology 23,648.0 $5.8M 0.32% NEW $246.22 -4.8%
67 UBER UBER TECHNOLOGIES INC Technology 59,330.0 $5.8M 0.32% NEW $97.97 -23.8%
68 DIS DISNEY WALT CO Communication Services 50,423.0 $5.8M 0.32% NEW $114.50 -7.9%
69 PGR PROGRESSIVE CORP Financial Services 23,364.0 $5.8M 0.32% NEW $246.95 -20.6%
70 SCHW SCHWAB CHARLES CORP Financial Services 60,201.0 $5.7M 0.31% NEW $95.47 -6.3%
71 GILD GILEAD SCIENCES INC Healthcare 51,745.0 $5.7M 0.31% NEW $111.00 +19.0%
72 NOW SERVICENOW INC Technology 6,222.0 $5.7M 0.31% NEW $920.28 -90.2%
73 C CITIGROUP INC Financial Services 56,409.0 $5.7M 0.31% NEW $101.50 +21.6%
74 TJX TJX COS INC NEW Consumer Cyclical 39,462.0 $5.7M 0.31% NEW $144.54 +1.9%
75 PNC PNC FINL SVCS GROUP INC Financial Services 28,330.0 $5.7M 0.31% NEW $200.93 +6.2%
76 CVS CVS HEALTH CORP Healthcare 74,864.0 $5.6M 0.31% NEW $75.39 +28.9%
77 AFL AFLAC INC Financial Services 49,283.0 $5.5M 0.30% NEW $111.70 +4.6%
78 SYK STRYKER CORPORATION Healthcare 14,871.0 $5.5M 0.30% NEW $369.67 -17.4%
79 DE DEERE & CO Industrials 11,923.0 $5.5M 0.30% NEW $457.26 +25.7%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 123,172.0 $5.4M 0.30% NEW $43.95 +7.1%
Page 4 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%