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Portfolio (Quarterly) Guide ↗

MASTERINVEST Kapitalanlage GmbH

· CIK 0002075029
13F Portfolio $962M AUM 292 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 108 Added 78 Reduced 20 Exited
Page 7 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMCSA COMCAST CORP NEW Communication Services 68,176.0 $2.0M 0.20% -45K -40.0% $28.71 -12.4%
122 GEV GE VERNOVA INC Utilities 2,200.0 $1.9M 0.20% -396.0 -15.2% $872.90 +14.1%
123 NEE NEXTERA ENERGY INC Utilities 20,368.0 $1.9M 0.20% +8K +65.0% $92.88 -6.1%
124 CI THE CIGNA GROUP Healthcare 7,049.0 $1.9M 0.20% $266.75 +6.6%
125 HWM HOWMET AEROSPACE INC Industrials 8,112.0 $1.9M 0.19% +854.0 +11.8% $230.46 +12.8%
126 MDT MEDTRONIC PLC Healthcare 21,286.0 $1.8M 0.19% +7K +47.5% $86.65 -12.8%
127 WFC WELLS FARGO CO NEW Financial Services 23,111.0 $1.8M 0.19% $79.61 -3.7%
128 VRT VERTIV HOLDINGS CO Industrials 7,336.0 $1.8M 0.19% -2K -19.2% $250.58 +25.4%
129 APP APPLOVIN CORP Technology 4,570.0 $1.8M 0.19% +2K +66.7% $398.00 +50.7%
130 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,749.0 $1.8M 0.19% -2K -29.6% $484.91 +6.5%
131 MSI MOTOROLA SOLUTIONS INC Technology 4,141.0 $1.8M 0.19% -1K -25.6% $433.97 -5.2%
132 EBAY EBAY INC. Consumer Cyclical 19,260.0 $1.8M 0.18% +1K +8.4% $91.02 +23.2%
133 EW EDWARDS LIFESCIENCES CORP Healthcare 20,631.0 $1.7M 0.17% -2K -7.4% $80.08 +7.3%
134 MKL MARKEL GROUP INC Financial Services 844.0 $1.6M 0.17% $1914.07 -3.5%
135 PRU PRUDENTIAL FINL INC Financial Services 16,529.0 $1.6M 0.17% +2K +10.3% $97.69 +3.0%
136 PFE PFIZER INC Healthcare 57,402.0 $1.6M 0.17% +11K +23.9% $28.08 -6.9%
137 CNC CENTENE CORP DEL Healthcare 47,520.0 $1.6M 0.16% -4K -7.4% $32.74 +79.9%
138 KMB KIMBERLY-CLARK CORP Consumer Defensive 16,126.0 $1.6M 0.16% +3K +25.1% $96.47 +3.8%
139 CENCORA INC 4,939.0 $1.6M 0.16% $314.14
140 KHC KRAFT HEINZ CO Consumer Defensive 67,321.0 $1.5M 0.16% +39K +141.4% $22.49 +8.8%
Page 7 of 15  ·  292 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 31.3%
Healthcare 12.1%
Financial Services 12.0%
Communication Services 10.8%
Consumer Cyclical 10.4%
Industrials 8.9%
Consumer Defensive 7.1%
Basic Materials 2.2%
Energy 2.2%
Real Estate 1.9%