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Portfolio (Quarterly) Guide ↗

Raiffeisen Bank International AG

· CIK 0002044885
13F Portfolio $7.8B AUM 868 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 41 New 185 Added 259 Reduced 51 Exited
Page 28 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 LNG CALL CHENIERE ENERGY INC Energy 345.0 $56K 0.00% $162.68 +47.8%
542 HII CALL HUNTINGTON INGALLS INDS Industrials 192.0 $55K 0.00% $287.59 +10.4%
543 LIN CALL LINDE Basic Materials 151.0 $54K 0.00% $360.23 +42.8%
544 STLA STELLANTIS NV Consumer Cyclical 5,708.0 $54K 0.00% +820.0 +16.8% $9.45 -20.4%
545 NOK CALL NOKIA CORP Technology 10,578.0 $54K 0.00% -4K -27.4% $5.09 +178.7%
546 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP Technology 635.0 $53K 0.00% $84.14 -37.8%
547 WBD WARNER BROS DISCOVERY INC Communication Services 1,798.0 $52K 0.00% +543.0 +43.3% $28.94 -5.3%
548 CRWD CALL CROWDSTRIKE HLDGS INC Technology 129.0 $52K 0.00% -33.0 -20.4% $399.98 +62.1%
549 AG CALL FIRST MAJESTIC SILVER Basic Materials 3,500.0 $50K 0.00% $14.24 +39.8%
550 QS CALL QUANTUMSCAPE CORP COM Consumer Cyclical 5,668.0 $49K 0.00% $8.73 -12.1%
551 STZ Constellation Brands, Inc. Consumer Defensive 344.0 $48K 0.00% $139.56 +8.3%
552 KR KROGER CO THE Consumer Defensive 761.0 $48K 0.00% -705.0 -48.1% $62.68 +7.0%
553 BKR CALL BAKER HUGHES COMPANY Energy 1,229.0 $48K 0.00% $38.76 +69.8%
554 NBIX CALL NEUROCRINE BIOSCIENCES Healthcare 400.0 $47K 0.00% $118.53 +31.2%
555 COP CALL CONOCOPHILLIPS Energy 599.0 $47K 0.00% $79.13 +52.3%
556 PYPL CALL PAYPAL HLDGS Financial Services 951.0 $47K 0.00% -86.0 -8.3% $49.70 -10.7%
557 BA CALL BOEING Industrials 251.0 $46K 0.00% -300.0 -54.5% $183.75 +19.5%
558 KLAC CALL KLA CORP Technology 44.0 $46K 0.00% $1045.84 +76.1%
559 VIPS CALL VIPSHOP HLDGS LTD SPONSORED Consumer Cyclical 2,835.0 $45K 0.00% -260.0 -8.4% $15.98 -11.0%
560 DHI DR HORTON INC Consumer Cyclical 299.0 $44K 0.00% -403.0 -57.4% $145.53 -1.0%
Page 28 of 41  ·  802 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 39.6%
Financial Services 12.1%
Healthcare 12.1%
Industrials 10.1%
Communication Services 8.7%
Consumer Cyclical 8.0%
Consumer Defensive 3.3%
Basic Materials 2.5%
Energy 1.7%
Real Estate 1.3%