Fund HoldingsSiemens Fonds Invest GmbH

Total Portfolio Value
$1.45B
Total Bought
$594.84M
Total Sold
$63.74M
Net Transaction
+$531.11M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
APPLE INC(AAPL)0435,112+435,112096,6516.65%+96,651
NVIDIA CORPORATION(NVDA)0653,483+653,483070,8244.87%+70,824
META PLATFORMS INC(META)062,778+62,778036,1832.49%+36,183
BROADCOM INC(AVGO)0136,106+136,106022,7881.57%+22,788
ELI LILLY & CO(LLY)018,587+18,587015,3511.06%+15,351
UNITEDHEALTH GROUP INC(UNH)029,185+29,185015,2861.05%+15,286
MASTERCARD INCORPORATED(MA)024,002+24,002013,1560.91%+13,156
LINDE PLC(LIN)023,082+23,082010,7480.74%+10,748
HOME DEPOT INC(HD)023,209+23,20908,5060.59%+8,506
ABBOTT LABS059,323+59,32307,8690.54%+7,869
MCDONALDS CORP(MCD)024,563+24,56307,6730.53%+7,673
INTUIT(INTU)012,132+12,13207,4490.51%+7,449
SALESFORCE INC(CRM)023,274+23,27406,2460.43%+6,246
BOOKING HOLDINGS INC(BKNG)01,347+1,34706,2060.43%+6,206
AMERICAN EXPRESS CO(AXP)022,134+22,13405,9550.41%+5,955
GILEAD SCIENCES INC(GILD)051,765+51,76505,8000.40%+5,800
STELLANTIS N.V(STLA)0512,921+512,92105,6850.39%+5,685
DEERE & CO(DE)012,085+12,08505,6720.39%+5,672
QIAGEN NV(QGEN)0141,552+141,55205,6070.39%+5,607
PALANTIR TECHNOLOGIES INC(PLTR)065,433+65,43305,5230.38%+5,523
ELEVANCE HEALTH INC(ELV)012,438+12,43805,4100.37%+5,410
ADVANCED MICRO DEVICES INC(AMD)052,203+52,20305,3630.37%+5,363
VERTEX PHARMACEUTICALS INC(VRTX)010,608+10,60805,1430.35%+5,143
BOSTON SCIENTIFIC CORP(BSX)049,671+49,67105,0110.34%+5,011
DISNEY WALT CO(DIS)047,604+47,60404,6990.32%+4,699
AMERICAN TOWER CORP NEW(AMT)021,552+21,55204,6900.32%+4,690
PUBLIC STORAGE OPER CO(PSA)015,124+15,12404,5260.31%+4,526
CINTAS CORP(CTAS)021,621+21,62104,4440.31%+4,444
LAM RESEARCH CORP(LRCX)060,125+60,12504,3710.30%+4,371
BERKSHIRE HATHAWAY INC DEL020,651+20,651010,9980.76%+10,998
UNION PAC CORP(UNP)017,243+17,24304,0730.28%+4,073
MORGAN STANLEY(MS)034,375+34,37504,0110.28%+4,011
LOWES COS INC(LOW)016,546+16,54603,8590.27%+3,859
FORTINET INC(FTNT)039,710+39,71003,8220.26%+3,822
BLACKSTONE INC(BX)027,288+27,28803,8140.26%+3,814
NIKE INC(NKE)060,051+60,05103,8120.26%+3,812
REGENERON PHARMACEUTICALS(REGN)05,765+5,76503,6560.25%+3,656
THE CIGNA GROUP(CI)010,570+10,57003,4780.24%+3,478
SHERWIN WILLIAMS CO(SHW)09,038+9,03803,1560.22%+3,156
VISA INC(V)53,91656,695+2,77917,00019,8691.37%+2,869
ONEOK INC NEW(OKE)028,861+28,86102,8640.20%+2,864
HCA HEALTHCARE INC(HCA)08,146+8,14602,8150.19%+2,815
EQUINIX INC(EQIX)03,384+3,38402,7590.19%+2,759
CHIPOTLE MEXICAN GRILL INC(CMG)054,579+54,57902,7400.19%+2,740
WELLTOWER INC(WELL)017,323+17,32302,6540.18%+2,654
CARRIER GLOBAL CORPORATION(CARR)040,110+40,11002,5430.18%+2,543
GALLAGHER ARTHUR J & CO(AJG)06,936+6,93602,3950.16%+2,395
KIMBERLY-CLARK CORP(KMB)015,560+15,56002,2130.15%+2,213
DUKE ENERGY CORP NEW(DUK)018,063+18,06302,2030.15%+2,203
ROPER TECHNOLOGIES INC(ROP)03,720+3,72002,1930.15%+2,193
EVERSOURCE ENERGY(ES)034,961+34,96102,1710.15%+2,171
SNAP ON INC(SNA)06,039+6,03902,0350.14%+2,035
ROSS STORES INC(ROST)015,375+15,37501,9650.14%+1,965
JOHNSON & JOHNSON(JNJ)081,682+81,682013,5460.93%+13,546
PRUDENTIAL FINL INC(PFH)017,211+17,21101,9220.13%+1,922
ELECTRONIC ARTS INC(EA)012,225+12,22501,7670.12%+1,767
AUTODESK INC06,688+6,68801,7510.12%+1,751
CHEVRON CORP NEW(CVX)010,343+10,34301,7300.12%+1,730
GENERAL MLS INC(GIS)027,796+27,79601,6620.11%+1,662
ROBERT HALF INC.(RHI)030,186+30,18601,6470.11%+1,647
PACCAR INC(PCAR)016,774+16,77401,6330.11%+1,633
WEC ENERGY GROUP INC(WEC)014,570+14,57001,5880.11%+1,588
CVS HEALTH CORP(CVS)065,206+65,20604,4180.30%+4,418
AUTOMATIC DATA PROCESSING IN20,53624,546+4,0106,0167,5000.52%+1,483
AMERICAN WTR WKS CO INC NEW011,557+11,55701,7050.12%+1,705
AMGEN INC(AMGN)28,85928,478-3817,4838,8720.61%+1,389
MARSH & MCLENNAN COS INC(MRSH)034,773+34,77308,4860.58%+8,486
HUNTINGTON BANCSHARES INC(HBAN)0107,492+107,49201,6130.11%+1,613
FIFTH THIRD BANCORP(FITB)042,553+42,55301,6680.11%+1,668
MICROCHIP TECHNOLOGY INC.(MCHP)026,255+26,25501,2710.09%+1,271
APPLOVIN CORP(APP)04,684+4,68401,2410.09%+1,241
LULULEMON ATHLETICA INC(LULU)04,378+4,37801,2390.09%+1,239
NETAPP INC(NTAP)016,435+16,43501,4440.10%+1,444
CUMMINS INC(CMI)08,259+8,25902,5890.18%+2,589
COCA COLA CO(KO)0129,108+129,10809,2470.64%+9,247
PNC FINL SVCS GROUP INC(PNC)17,35625,249+7,8933,3424,4380.31%+1,096
AMERICAN ELEC PWR CO INC09,915+9,91501,0830.07%+1,083
T-MOBILE US INC(TMUS)32,93331,261-1,6727,2678,3380.57%+1,071
AT&T INC(T)0170,396+170,39604,8190.33%+4,819
CHURCH & DWIGHT CO INC(CHD)09,448+9,44801,0400.07%+1,040
PHILLIPS 66(PSX)08,161+8,16101,0080.07%+1,008
ABBVIE INC(ABBV)058,991+58,991012,3600.85%+12,360
GE HEALTHCARE TECHNOLOGIES I(GEHC)010,993+10,99308870.06%+887
HILTON WORLDWIDE HLDGS INC(HLT)03,870+3,87008810.06%+881
PROGRESSIVE CORP(PGR)023,698+23,69806,7070.46%+6,707
OLD DOMINION FREIGHT LINE IN(ODFL)05,224+5,22408640.06%+864
INTERNATIONAL BUSINESS MACHS(IBM)022,550+22,55005,6070.39%+5,607
UBER TECHNOLOGIES INC(UBER)056,882+56,88204,1440.29%+4,144
VERIZON COMMUNICATIONS INC(VZ)0117,002+117,00205,3070.37%+5,307
MARTIN MARIETTA MATLS INC(MLM)01,557+1,55707440.05%+744
AERCAP HOLDINGS NV(AER)07,237+7,23707390.05%+739
WASTE MGMT INC DEL(WM)25,10325,078-255,0785,8060.40%+728
BROWN & BROWN INC(BRO)05,656+5,65607040.05%+704
CHUBB LIMITED
COM
025,456+25,45607,6870.53%+7,687
JPMORGAN CHASE & CO.(JPM)79,12079,851+73118,93519,5871.35%+652
AMERICAN INTL GROUP INC07,368+7,36806410.04%+641
FERGUSON ENTERPRISES INC(FERG)03,982+3,98206380.04%+638
SIMON PPTY GROUP INC NEW(SPG)03,718+3,71806170.04%+617
MEDTRONIC PLC(MDT)055,583+55,58304,9950.34%+4,995
ROYAL CARIBBEAN GROUP
COM
02,876+2,87605910.04%+591
Page 1 of 1