Fund Holdings

Siemens Fonds Invest GmbH

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)463,564452,678-10,88695,109,426115,265,3996.30%+20,155,973
NVIDIA CORPORATION(NVDA)702,679683,908-18,771111,016,255127,603,5556.98%+16,587,300
ALPHABET INC(GOOG)231,066226,264-4,80240,720,76155,004,7783.01%+14,284,017
ALPHABET INC(GOOG)162,308159,060-3,24828,791,81638,739,0632.12%+9,947,247
TESLA INC(TSLA)66,98866,575-41321,279,40829,607,2341.62%+8,327,826
BROADCOM INC(AVGO)144,593141,831-2,76239,857,06046,791,4652.56%+6,934,405
EXXON MOBIL CORP26,44460,101+33,6572,850,6636,776,3880.37%+3,925,725
ABBVIE INC(ABBV)62,55664,176+1,62011,611,64514,859,3110.81%+3,247,666
PALANTIR TECHNOLOGIES INC(PLTR)70,22070,044-1769,572,39012,777,4260.70%+3,205,036
JOHNSON & JOHNSON(JNJ)86,16486,968+80413,161,55116,125,6070.88%+2,964,056
MORGAN STANLEY(MS)37,20850,012+12,8045,241,1197,949,9080.43%+2,708,789
MICROSOFT CORP(MSFT)241,714236,723-4,991120,230,961122,610,6786.71%+2,379,717
REGIONS FINANCIAL CORP NEW(RF)12,45094,171+81,721292,8242,483,2890.14%+2,190,465
ILLINOIS TOOL WKS INC(ITW)10,71818,226+7,5082,650,0264,752,6120.26%+2,102,586
LAM RESEARCH CORP(LRCX)62,52960,915-1,6146,086,5738,156,5190.45%+2,069,946
APPLOVIN CORP(APP)5,5705,533-371,949,9463,975,6820.22%+2,025,736
MICRON TECHNOLOGY INC(MU)43,22042,547-6735,326,8657,118,9640.39%+1,792,099
GARMIN LTD(GRMN)19,48723,648+4,1614,067,3275,822,6110.32%+1,755,284
INTEL CORP(INTC)155,461155,46103,482,3265,215,7170.29%+1,733,391
ARISTA NETWORKS INC(ANET)43,00341,495-1,5084,399,6376,046,2360.33%+1,646,599
SNOWFLAKE INC(SNOW)06,971+6,97101,572,3090.09%+1,572,309
CUMMINS INC(CMI)8,62310,314+1,6912,824,0334,356,3240.24%+1,532,291
JPMORGAN CHASE & CO.(JPM)84,67982,385-2,29424,549,28925,986,7011.42%+1,437,412
AMPHENOL CORP NEW65,93363,385-2,5486,510,8847,843,8940.43%+1,333,010
UNITEDHEALTH GROUP INC(UNH)30,91331,659+7469,643,92910,931,8530.60%+1,287,924
XCEL ENERGY INC(XEL)39,71249,275+9,5632,704,3873,974,0290.22%+1,269,642
CATERPILLAR INC(CAT)16,70316,099-6046,484,2727,681,6380.42%+1,197,366
RAYMOND JAMES FINL INC(RJF)27,28431,029+3,7454,184,5475,355,6050.29%+1,171,058
NEXTERA ENERGY INC(NEE)100,190107,522+7,3326,955,1908,116,8360.44%+1,161,646
CBOE GLOBAL MKTS INC(CBOE)17,74921,545+3,7964,134,9685,283,9110.29%+1,148,943
ORACLE CORP(ORCL)64,37054,003-10,36714,073,21315,187,8040.83%+1,114,591
VALERO ENERGY CORP(VLO)16,14819,254+3,1062,170,6143,278,1860.18%+1,107,572
KLA CORP(KLAC)5,8195,745-745,212,3116,196,5570.34%+984,246
SNAP ON INC(SNA)6,1608,367+2,2071,916,8692,899,4170.16%+982,548
TRAVELERS COMPANIES INC(TRV)14,92717,705+2,7783,993,5704,943,5900.27%+950,020
ADVANCED MICRO DEVICES INC(AMD)56,16955,063-1,1067,970,3818,908,6430.49%+938,262
CVS HEALTH CORP(CVS)68,59974,864+6,2654,731,9595,643,9970.31%+912,038
NETAPP INC(NTAP)17,35323,227+5,8741,848,9622,751,4700.15%+902,508
THERMO FISHER SCIENTIFIC INC(TMO)13,57113,165-4065,502,4986,385,2880.35%+882,790
AFLAC INC(AFL)43,87449,283+5,4094,626,9525,504,9110.30%+877,959
PNC FINL SVCS GROUP INC(PNC)25,91828,330+2,4124,831,6345,692,3470.31%+860,713
MCDONALDS CORP(MCD)26,18627,964+1,7787,650,7648,497,9800.46%+847,216
YUM BRANDS INC(YUM)23,07527,739+4,6643,419,2544,216,3280.23%+797,074
MEDTRONIC PLC(MDT)58,53261,941+3,4095,102,2345,899,2610.32%+797,027
INTERPUBLIC GROUP COS INC77,30596,193+18,8881,892,4262,684,7470.15%+792,321
QUALCOMM INC(QCOM)54,82757,235+2,4088,731,7489,521,6150.52%+789,867
NEWMONT CORP(NEM)31,84531,326-5191,855,2902,641,0950.14%+785,805
FIFTH THIRD BANCORP(FITB)43,96358,105+14,1421,808,1982,588,5780.14%+780,380
HOME DEPOT INC(HD)25,27424,764-5109,266,45910,034,1250.55%+767,666
PEPSICO INC(PEP)53,44655,680+2,2347,057,0107,819,6990.43%+762,689
MERCK & CO INC(MRK)95,10998,595+3,4867,528,8288,275,0780.45%+746,250
WEC ENERGY GROUP INC(WEC)14,53119,678+5,1471,514,1302,254,9020.12%+740,772
HERSHEY CO(HSY)12,66315,174+2,5112,101,4252,838,2970.16%+736,872
CITIGROUP INC(C)58,69856,409-2,2894,996,3745,725,5140.31%+729,140
NASDAQ INC(NDAQ)47,99956,630+8,6314,292,0715,008,9240.27%+716,853
EVERSOURCE ENERGY(ES)35,85642,122+6,2662,281,1592,996,5590.16%+715,400
IRON MTN INC DEL(IRM)31,94538,958+7,0133,276,5993,971,3790.22%+694,780
HUNTINGTON BANCSHARES INC(HBAN)110,954147,754+36,8001,859,5892,551,7120.14%+692,123
GOLDMAN SACHS GROUP INC(GS)8,9598,815-1446,340,7327,019,8250.38%+679,093
SMITH A O CORP(AOS)17,56724,751+7,1841,151,8681,816,9710.10%+665,103
TJX COS INC NEW(TJX)40,84639,462-1,3845,044,0735,703,8370.31%+659,764
EMERSON ELEC CO(EMR)51,03856,472+5,4346,804,8977,407,9970.41%+603,100
SYSCO CORP(SYY)30,55635,235+4,6792,314,3112,901,2500.16%+586,939
AMGEN INC(AMGN)29,77431,509+1,7358,313,1998,891,8400.49%+578,641
APPLIED MATLS INC34,70333,836-8676,353,0786,927,5830.38%+574,505
PRINCIPAL FINANCIAL GROUP IN(PFG)25,08030,730+5,6501,992,1042,547,8240.14%+555,720
BANK AMERICA CORP203,526197,341-6,1859,630,85010,180,8220.56%+549,972
BECTON DICKINSON & CO(BDX)16,92118,486+1,5652,914,6423,460,0250.19%+545,383
CADENCE DESIGN SYSTEM INC(CDNS)14,58714,332-2554,494,9845,034,2580.28%+539,274
GE VERNOVA INC(GEV)8,6378,304-3334,570,2695,106,1300.28%+535,861
AMERICAN WTR WKS CO INC NEW12,06015,868+3,8081,677,6672,208,6670.12%+531,000
DIAMONDBACK ENERGY INC(FANG)17,60620,591+2,9852,419,0642,946,5720.16%+527,508
ELECTRONIC ARTS INC(EA)12,77612,625-1512,040,3272,546,4630.14%+506,136
ROBINHOOD MKTS INC(HOOD)10,26810,170-98961,3931,456,1410.08%+494,748
PFIZER INC(PFE)222,037230,597+8,5605,382,1775,875,6120.32%+493,435
LOWES COS INC(LOW)17,68917,454-2353,924,6584,386,3650.24%+461,707
BROADRIDGE FINL SOLUTIONS IN(BR)10,53312,684+2,1512,559,8353,020,9480.17%+461,113
PRUDENTIAL FINL INC(PFH)18,09723,097+5,0001,944,3422,396,0830.13%+451,741
OREILLY AUTOMOTIVE INC(ORLY)26,65526,444-2112,402,4152,850,9280.16%+448,513
BLACKSTONE INC(BX)28,77927,718-1,0614,304,7634,735,6200.26%+430,857
WASTE MGMT INC DEL(WM)26,21029,099+2,8895,997,3726,425,9320.35%+428,560
CHEVRON CORP NEW(CVX)10,14511,984+1,8391,452,6631,860,9950.10%+408,332
SOFI TECHNOLOGIES INC(SOFI)015,416+15,4160407,2910.02%+407,291
BERKSHIRE HATHAWAY INC DEL24,15124,143-811,731,83112,137,6520.66%+405,821
ROSS STORES INC(ROST)16,11216,108-42,055,5692,454,6980.13%+399,129
BLACKROCK INC(BLK)4,2544,165-894,463,5104,855,8490.27%+392,339
WELLTOWER INC(WELL)18,94418,547-3972,912,2613,303,9630.18%+391,702
WALMART INC(WMT)137,723134,170-3,55313,466,55513,827,5600.76%+361,005
WARNER BROS DISCOVERY INC(WBD)43,71443,7140500,962853,7340.05%+352,772
AVERY DENNISON CORP14,87818,258+3,3802,610,6432,960,9000.16%+350,257
REGENERON PHARMACEUTICALS(REGN)5,7886,026+2383,038,7003,388,2390.19%+349,539
CORNING INC(GLW)11,41911,428+9600,525937,4390.05%+336,914
GE AEROSPACE(GE)8,4578,352-1052,176,7472,512,4490.14%+335,702
TAPESTRY INC(TPR)02,897+2,8970327,9980.02%+327,998
CISCO SYS INC(CSCO)207,234214,741+7,50714,377,89514,692,5790.80%+314,684
ROBLOX CORP(RBLX)7,5197,906+387790,9991,095,1390.06%+304,140
PUBLIC STORAGE OPER CO(PSA)15,29816,567+1,2694,488,7394,785,3780.26%+296,639
ROCKET LAB CORP(RKLB)06,016+6,0160288,2270.02%+288,227
KIMBERLY-CLARK CORP(KMB)16,31119,168+2,8572,102,8142,383,3490.13%+280,535
PROLOGIS INC.(PLD)31,45231,318-1343,306,2343,586,5370.20%+280,303
Page 1 of 6