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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 38 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 LMT CALL LOCKHEED MARTIN Industrials 22.0 $9K $410.36 +27.4%
742 EAF CALL GRAFTECH INTL LTD Industrials 689.0 $9K $13.09 -34.2%
743 SWKS CALL SKYWORKS SOLUTIONS Technology 157.0 $9K -38.0 -19.5% $54.21 +37.2%
744 MRK CALL MERCK & CO Healthcare 95.0 $8K $89.19 +29.9%
745 PEP CALL PEPSICO Consumer Defensive 63.0 $8K $121.24 +22.8%
746 LYV LIVE NATION ENTERTAINMENT INC Communication Services 51.0 $7K -77.0 -60.2% $144.10 +15.2%
747 HUYA CALL HUYA INC ADS REP Communication Services 3,000.0 $7K $2.40 +12.7%
748 BAH CALL BOOZ ALLEN HAMILTON HLDG COR Industrials 100.0 $7K $71.61 +6.6%
749 OPK CALL OPKO HEALTH Healthcare 6,521.0 $7K $1.09 +17.1%
750 ARCT CALL ARCTURUS THERAPEUTICS Healthcare 1,321.0 $7K $5.21 +34.9%
751 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 28.0 $7K $239.68 -9.0%
752 QDEL CALL QUIDELORTHO Healthcare 259.0 $6K $24.64 -51.7%
753 TDOC CALL TELADOC HEALTH Healthcare 1,060.0 $6K -68.0 -6.0% $5.89 +10.1%
754 PSKY CALL PARAMOUNT SKYDANCE CORP COM Communication Services 525.0 $6K $11.36 -10.8%
755 MA CALL MASTERCARD INCORPORATED Financial Services 12.0 $6K $485.58 +2.9%
756 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 83.0 $6K $70.07 -8.2%
757 UNM CALL UNUM Financial Services 78.0 $5K $65.86 +27.3%
758 RIO CALL RIO TINTO PLC Basic Materials 85.0 $5K $59.55 +73.5%
759 IOVA CALL IOVANCE BIOTHERAPEUTICS Healthcare 2,000.0 $5K $2.33 +58.8%
760 LOW CALL LOWES COS Consumer Cyclical 22.0 $4K $204.50 +6.3%
Page 38 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%