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Portfolio (Quarterly) Guide ↗

denkapparat Operations GmbH

· CIK 0001999514
13F Portfolio $184M AUM 294 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 294 New
Page 11 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MARA MARA HOLDINGS INC Financial Services 41,302.0 $371K 0.20% NEW $8.98 +58.1%
202 ZION ZIONS BANCORPORATION N A Financial Services 6,294.0 $368K 0.20% NEW $58.54 +6.1%
203 ABBV ABBVIE INC Healthcare 1,604.0 $366K 0.20% NEW $228.49 -4.4%
204 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,630.0 $366K 0.20% NEW $100.89 -0.7%
205 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,574.0 $365K 0.20% NEW $141.83 +10.6%
206 NRG NRG ENERGY INC Utilities 2,288.0 $364K 0.20% NEW $159.24 -13.4%
207 TTC TORO CO Industrials 4,626.0 $364K 0.20% NEW $78.72 +14.5%
208 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 912.0 $363K 0.20% NEW $397.65 -24.1%
209 STT STATE STR CORP Financial Services 2,794.0 $360K 0.20% NEW $129.01 +22.5%
210 ANGLOGOLD ASHANTI PLC 4,142.0 $353K 0.19% NEW $85.28
211 DG DOLLAR GEN CORP NEW Consumer Defensive 2,656.0 $353K 0.19% NEW $132.77 -16.7%
212 VRTX VERTEX PHARMACEUTICALS INC Healthcare 766.0 $347K 0.19% NEW $453.36 -1.6%
213 CSL CARLISLE COS INC Industrials 1,084.0 $347K 0.19% NEW $319.86 +6.7%
214 DCI DONALDSON INC Industrials 3,884.0 $344K 0.19% NEW $88.66 -6.0%
215 MMS MAXIMUS INC Industrials 3,964.0 $342K 0.19% NEW $86.32 -26.9%
216 AVA AVISTA CORP Utilities 8,850.0 $341K 0.18% NEW $38.54 +7.4%
217 NTR NUTRIEN LTD Basic Materials 5,502.0 $340K 0.18% NEW $61.72 +12.9%
218 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,030.0 $337K 0.18% NEW $166.00 +9.0%
219 TFX TELEFLEX INCORPORATED Healthcare 2,748.0 $335K 0.18% NEW $122.04 +6.1%
220 ACAD ACADIA PHARMACEUTICALS INC Healthcare 12,540.0 $335K 0.18% NEW $26.71 -19.2%
Page 11 of 15  ·  294 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 18.3%
Healthcare 15.4%
Financial Services 13.8%
Industrials 13.7%
Consumer Cyclical 11.0%
Consumer Defensive 6.0%
Energy 5.5%
Communication Services 5.2%
Basic Materials 5.1%
Utilities 5.0%