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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 5 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RJF RAYMOND JAMES FINL INC Financial Services 31,029.0 $5.4M 0.29% NEW $172.60 -9.9%
82 PANW PALO ALTO NETWORKS INC Technology 26,042.0 $5.3M 0.29% NEW $203.62 +17.0%
83 CBOE CBOE GLOBAL MKTS INC Financial Services 21,545.0 $5.3M 0.29% NEW $245.25 +48.0%
84 PAYX PAYCHEX INC Industrials 41,165.0 $5.2M 0.28% NEW $126.76 -29.9%
85 INTC INTEL CORP Technology 155,461.0 $5.2M 0.28% NEW $33.55 +245.5%
86 GEV GE VERNOVA INC Utilities 8,304.0 $5.1M 0.28% NEW $614.90 +77.4%
87 CDNS CADENCE DESIGN SYSTEM INC Technology 14,332.0 $5.0M 0.28% NEW $351.26 -1.1%
88 NDAQ NASDAQ INC Financial Services 56,630.0 $5.0M 0.27% NEW $88.45 +2.8%
89 ADI ANALOG DEVICES INC Technology 20,251.0 $5.0M 0.27% NEW $245.70 +69.9%
90 T AT&T INC Communication Services 175,854.0 $5.0M 0.27% NEW $28.24 -12.7%
91 TRV TRAVELERS COMPANIES INC Financial Services 17,705.0 $4.9M 0.27% NEW $279.22 +6.8%
92 QIAGEN NV 129,830.0 $4.9M 0.27% NEW $37.70
93 BSX BOSTON SCIENTIFIC CORP Healthcare 49,745.0 $4.9M 0.27% NEW $97.63 -46.0%
94 BLK BLACKROCK INC Financial Services 4,165.0 $4.9M 0.27% NEW $1165.87 -7.2%
95 MELI MERCADOLIBRE INC Consumer Cyclical 2,058.0 $4.8M 0.26% NEW $2336.94 -31.2%
96 PSA PUBLIC STORAGE OPER CO Real Estate 16,567.0 $4.8M 0.26% NEW $288.85 +4.9%
97 ITW ILLINOIS TOOL WKS INC Industrials 18,226.0 $4.8M 0.26% NEW $260.76 -3.8%
98 BX BLACKSTONE INC Financial Services 27,718.0 $4.7M 0.26% NEW $170.85 -31.0%
99 NKE NIKE INC Consumer Cyclical 67,421.0 $4.7M 0.26% NEW $69.73 -39.7%
100 AMT AMERICAN TOWER CORP NEW Real Estate 24,298.0 $4.7M 0.26% NEW $192.32 -11.3%
Page 5 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%