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Portfolio (Quarterly) Guide ↗

denkapparat Operations GmbH

· CIK 0001999514
13F Portfolio $242M AUM 333 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 85 Added 29 Reduced 31 Exited
Page 13 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EQH EQUITABLE HLDGS INC Financial Services 9,792.0 $363K 0.15% +5K +99.9% $37.11 +12.3%
242 ZION ZIONS BANCORPORATION NATL AS Financial Services 6,294.0 $363K 0.15% $57.62 +8.4%
243 NXT NEXTPOWER INC Technology 3,002.0 $362K 0.15% $120.55 +28.5%
244 CSL CARLISLE COS INC Industrials 1,084.0 $362K 0.15% $333.62 +3.9%
245 BWXT BWX TECHNOLOGIES INC Industrials 1,756.0 $359K 0.15% $204.49 -4.5%
246 AVA AVISTA CORP Utilities 8,850.0 $355K 0.15% $40.14 +3.6%
247 STT STATE STR CORP Financial Services 2,794.0 $354K 0.15% $126.56 +24.0%
248 GE GE AEROSPACE Industrials 1,242.0 $352K 0.15% $283.77 +11.8%
249 DGX QUEST DIAGNOSTICS INC Healthcare 1,774.0 $348K 0.14% NEW $195.98 +0.2%
250 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3,470.0 $347K 0.14% NEW $100.09 +14.1%
251 RMD RESMED INC Healthcare 1,540.0 $346K 0.14% $224.48 -11.0%
252 PJT PJT PARTNERS INC Financial Services 2,468.0 $345K 0.14% $139.72 +11.7%
253 WDC WESTERN DIGITAL CORP Technology 1,270.0 $344K 0.14% -1K -45.0% $270.49 +97.5%
254 VRTX VERTEX PHARMACEUTICALS INC Healthcare 766.0 $342K 0.14% $446.54 +0.5%
255 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,032.0 $341K 0.14% +120.0 +13.2% $330.87 -8.5%
256 CVSA COVISTA INC Consumer Cyclical 2,958.0 $341K 0.14% $115.25 +3.2%
257 A AGILENT TECHNOLOGIES INC Healthcare 2,984.0 $340K 0.14% NEW $113.98 +18.2%
258 NYT NEW YORK TIMES CO MTN BE Communication Services 4,026.0 $337K 0.14% NEW $83.73 -9.9%
259 MARA MARA HOLDINGS INC Financial Services 41,302.0 $337K 0.14% $8.16 +68.1%
260 LPLA LPL FINL HLDGS INC Financial Services 1,118.0 $336K 0.14% $300.83 -10.5%
Page 13 of 17  ·  333 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 20.0%
Healthcare 14.7%
Industrials 13.3%
Financial Services 13.1%
Consumer Cyclical 9.8%
Energy 8.9%
Communication Services 5.8%
Consumer Defensive 5.7%
Basic Materials 4.2%
Utilities 3.9%