Fund HoldingsSiemens Fonds Invest GmbH

Total Portfolio Value
$1.75B
Total Bought
$72.74M
Total Sold
$201.69M
Net Transaction
-$128.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WALMART INC(WMT)149,086178,548+29,46216,68622,1881.27%+5,503
QIAGEN NV(QGEN)0102,758+102,75803,5700.20%+3,570
EXXON MOBIL CORP61,06260,025-1,0377,38810,1840.58%+2,796
JOHNSON & JOHNSON(JNJ)82,41480,639-1,77517,05219,7111.13%+2,659
COSTCO WHOLESALE CORPORATION(COST)017,029+17,029016,9680.97%+16,968
APPLIED MATLS INC32,48830,208-2,2808,44610,3250.59%+1,879
GE VERNOVA INC(GEV)9,4259,127-2986,2177,9670.46%+1,750
LAM RESEARCH CORP(LRCX)56,12553,825-2,3009,75311,5000.66%+1,747
CATERPILLAR INC(CAT)15,93415,425-5099,20010,9280.63%+1,728
NEXTERA ENERGY INC(NEE)096,308+96,30808,9450.51%+8,945
VALERO ENERGY CORP(VLO)013,612+13,61203,3630.19%+3,363
INTEL CORP(INTC)163,330165,175+1,8456,0927,2890.42%+1,197
LINDE PLC(LIN)019,281+19,28109,5590.55%+9,559
WESTERN DIGITAL CORP(WDC)07,247+7,24701,9600.11%+1,960
VERIZON COMMUNICATIONS INC(VZ)0124,744+124,74406,2620.36%+6,262
KLA CORP(KLAC)5,4375,304-1336,7627,8100.45%+1,048
PFIZER INC(PFE)0223,804+223,80406,2840.36%+6,284
AT&T INC(T)246,629242,538-4,0916,1197,0310.40%+912
DEERE & CO(DE)010,979+10,97906,1840.35%+6,184
NETFLIX INC.(NFLX)0128,375+128,375012,3430.71%+12,343
AMGEN INC(AMGN)027,924+27,92409,8250.56%+9,825
GARMIN LTD(GRMN)020,779+20,77904,8210.28%+4,821
ANALOG DEVICES INC(ADI)21,09920,764-3355,7986,6060.38%+807
EQUINIX INC(EQIX)03,605+3,60503,5340.20%+3,534
GILEAD SCIENCES INC(GILD)59,92258,517-1,4057,3818,1560.47%+774
IRON MTN INC DEL(IRM)030,654+30,65403,1310.18%+3,131
TEXAS INSTRS INC(TXN)046,958+46,95809,1160.52%+9,116
CORNING INC(GLW)15,46215,626+1641,3742,1250.12%+751
LUMENTUM HLDGS INC(LITE)01,009+1,00907090.04%+709
EATON CORP PLC(ETN)013,567+13,56704,8530.28%+4,853
CHEVRON CORPORATION(CVX)012,745+12,74502,6370.15%+2,637
ROSS STORES INC(ROST)015,179+15,17903,2880.19%+3,288
DELL TECHNOLOGIES INC(DELL)20,96120,454-5072,6813,3570.19%+676
VERTIV HOLDINGS CO(VRT)06,968+6,96801,7460.10%+1,746
CONOCOPHILLIPS(COP)010,748+10,74801,4190.08%+1,419
QUANTA SVCS INC03,614+3,61401,9840.11%+1,984
SLB LIMITED(SLB)049,536+49,53602,5460.15%+2,546
CHUBB LTD SWITZ
COM
025,531+25,53108,3210.48%+8,321
COCA COLA CO(KO)0116,232+116,23208,8390.51%+8,839
COHERENT CORP(COHR)02,257+2,25705380.03%+538
FEDEX CORP(FDX)9,2899,099-1902,7043,2410.19%+537
ONEOK INC NEW(OKE)029,357+29,35702,6540.15%+2,654
PEPSICO INC(PEP)049,283+49,28307,6530.44%+7,653
MONOLITHIC PWR SYS INC(MPWR)01,164+1,16401,2730.07%+1,273
DARDEN RESTAURANTS INC(DRI)019,373+19,37303,7980.22%+3,798
XCEL ENERGY INC(XEL)043,858+43,85803,4840.20%+3,484
CSX CORP(CSX)091,454+91,45403,7540.22%+3,754
TARGET CORP(TGT)18,07818,119+411,7612,1960.13%+435
WASTE MGMT INC DEL(WM)023,820+23,82005,4740.31%+5,474
CARNIVAL CORP016,126+16,12604170.02%+417
MARVELL TECHNOLOGY INC(MRVL)033,855+33,85503,3530.19%+3,353
CBOE GLOBAL MKTS INC(CBOE)010,436+10,43602,9300.17%+2,930
SNAP ON INC(SNA)9,69210,449+7573,3893,7950.22%+406
HOWMET AEROSPACE INC(HWM)8,2959,222+9271,7242,1250.12%+402
BRISTOL-MYERS SQUIBB CO(BMY)74,65873,334-1,3244,0474,4480.25%+400
BAKER HUGHES COMPANY(BKR)025,328+25,32801,5460.09%+1,546
TERADYNE INC(TER)02,730+2,73008090.05%+809
COMFORT SYS USA INC(FIX)493608+1154678380.05%+372
FTAI AVIATION LTD(FTAI)01,487+1,48703640.02%+364
CURTISS WRIGHT CORP(CW)0534+53403640.02%+364
CF INDUSTRIES HOLD(CF)9,4038,366-1,0377231,0860.06%+363
FREEPORT MCMORAN INC(FCX)53,68853,049-6392,7603,1180.18%+358
QNITY ELECTRONICS INC(Q)03,035+3,03503500.02%+350
WATERS CORP(WAT)02,168+2,16806460.04%+646
AIR PRODUCTS AND CHEMICALS I07,504+7,50402,1800.12%+2,180
YUM BRANDS INC(YUM)023,655+23,65503,6780.21%+3,678
EOG RES INC(EOG)04,642+4,64206710.04%+671
NEWMONT CORP(NEM)47,62447,742+1184,8515,1680.30%+317
CUMMINS INC(CMI)05,682+5,68203,0570.18%+3,057
HERSHEY CO(HSY)011,787+11,78702,4500.14%+2,450
CIENA CORP(CIEN)1,9681,999+314697760.04%+307
WILLIAMS COS INC(WMB)022,526+22,52601,6390.09%+1,639
FIFTH THIRD BANCORP(FITB)71,00479,156+8,1523,3753,6780.21%+303
DUKE ENERGY CORP NEW(DUK)22,12522,168+432,6042,9030.17%+299
SUNBELT RENTALS HOLDINGS INC(SUNB)06,170+6,17002930.02%+293
MOTOROLA SOLUTIONS INC(MSI)06,210+6,21002,6950.15%+2,695
AST SPACEMOBILE INC(ASTS)03,261+3,26102700.02%+270
CHENIERE ENERGY INC(LNG)03,065+3,06508680.05%+868
HALLIBURTON CO(HAL)015,560+15,56006070.03%+607
COREWEAVE INC(CRWV)03,399+3,39902630.02%+263
SOUTHERN CO(SO)028,241+28,24102,7260.16%+2,726
TRAVELERS COMPANIES INC(TRV)014,668+14,66804,2780.25%+4,278
KEYSIGHT TECHNOLOGIES INC(KEYS)03,255+3,25509190.05%+919
AMCOR PLC
COM NEW
06,411+6,41102550.01%+255
DIAMONDBACK ENERGY INC(FANG)03,183+3,18306300.04%+630
CMS ENERGY CORP(CMS)29,96330,223+2602,1102,3450.13%+235
MICRON TECHNOLOGY INC(MU)44,72939,436-5,29313,08913,3230.76%+234
KEURIG DR PEPPER INC(KDP)028,156+28,15607410.04%+741
WW GRAINGER INC(GWW)0959+95901,0460.06%+1,046
ALNYLAM PHARMACEUTICALS INC(ALNY)02,838+2,83809390.05%+939
REVOLUTION MEDICINES INC(RVMD)02,102+2,10202040.01%+204
TARGA RES CORP(TRGP)03,061+3,06107670.04%+767
DOW HLDGS INC(DOW)010,234+10,23404260.02%+426
MCDONALDS CORP(MCD)29,00029,382+3828,9339,1320.52%+199
WEC ENERGY GROUP INC(WEC)019,740+19,74002,2850.13%+2,285
PINNACLE FINL PARTNERS INC(PNFP)02,192+2,19201890.01%+189
FASTENAL CO(FAST)042,021+42,02101,9500.11%+1,950
CME GROUP INC(CME)14,78614,447-3394,0784,2670.24%+188
WELLTOWER INC(WELL)23,78223,565-2174,4714,6590.27%+188
DEVON ENERGY CORP NEW(DVN)06,445+6,44503240.02%+324
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