Fund HoldingsSiemens Fonds Invest GmbH

Total Portfolio Value
$954.30M
Total Bought
$217.78M
Total Sold
$512.88M
Net Transaction
-$295.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
AMAZON COM INC(AMZN)122,289217,780+95,49122,78648,1955.05%+25,409
MICROSOFT CORP(MSFT)0215,960+215,960091,7469.61%+91,746
VISA INC(V)053,916+53,916017,0001.78%+17,000
TESLA INC(TSLA)52,05261,043+8,9919,91225,4802.67%+15,568
ALPHABET INC(GOOG)0204,264+204,264039,0634.09%+39,063
ALPHABET INC(GOOG)0150,552+150,552029,0103.04%+29,010
WALMART INC(WMT)57,324126,606+69,2824,62911,4671.20%+6,838
NETFLIX INC(NFLX)011,897+11,897010,7121.12%+10,712
ARISTA NETWORKS INC(ANET)044,544+44,54404,9640.52%+4,964
COSTCO WHSL CORP NEW(COST)017,089+17,089015,7601.65%+15,760
BLACKROCK INC(BLK)03,860+3,86003,9660.42%+3,966
CISCO SYS INC(CSCO)0206,590+206,590012,2281.28%+12,228
INTUITIVE SURGICAL INC017,387+17,38709,1620.96%+9,162
JPMORGAN CHASE & CO.(JPM)74,97479,120+4,14615,80918,9351.98%+3,126
QUALCOMM INC(QCOM)053,554+53,55408,2780.87%+8,278
T-MOBILE US INC(TMUS)032,933+32,93307,2670.76%+7,267
PAYPAL HLDGS INC(PYPL)051,994+51,99404,4420.47%+4,442
ADOBE INC(ADBE)016,749+16,74907,4670.78%+7,467
CADENCE DESIGN SYSTEM INC(CDNS)014,913+14,91304,5020.47%+4,502
SERVICENOW INC(NOW)06,054+6,05406,4640.68%+6,464
MARVELL TECHNOLOGY INC(MRVL)029,466+29,46603,2900.34%+3,290
PARKER-HANNIFIN CORP(PH)1,6254,258+2,6331,0272,7120.28%+1,685
PEPSICO INC(PEP)055,665+55,66508,4450.88%+8,445
CROWDSTRIKE HLDGS INC(CRWD)08,823+8,82303,0820.32%+3,082
EATON CORP PLC(ETN)5,28010,178+4,8981,7503,3830.35%+1,633
TRANE TECHNOLOGIES PLC(TT)4,3928,901+4,5091,7073,3010.35%+1,594
SCHWAB CHARLES CORP(SCHW)058,019+58,01904,2890.45%+4,289
WELLS FARGO CO NEW(WFC)095,057+95,05706,6930.70%+6,693
CONSTELLATION ENERGY CORP(CEG)011,180+11,18002,5300.27%+2,530
AUTOMATIC DATA PROCESSING IN020,536+20,53606,0160.63%+6,016
PALO ALTO NETWORKS INC(PANW)026,688+26,68804,9160.52%+4,916
TJX COS INC NEW(TJX)038,235+38,23504,6300.49%+4,630
APOLLO GLOBAL MGMT INC(APO)4,30711,129+6,8225381,8530.19%+1,315
PNC FINL SVCS GROUP INC(PNC)11,06817,356+6,2882,0463,3420.35%+1,296
PAYCHEX INC(PAYX)038,816+38,81605,4330.57%+5,433
SYNOPSYS INC(SNPS)08,099+8,09903,9420.41%+3,942
SOUTHERN CO(SO)8,79524,186+15,3917931,9920.21%+1,199
EMERSON ELEC CO(EMR)050,146+50,14606,2310.65%+6,231
GARMIN LTD(GRMN)019,210+19,21003,9850.42%+3,985
SMITH A O CORP(AOS)019,400+19,40001,3200.14%+1,320
COMCAST CORP NEW(CCZ)0142,153+142,15305,3150.56%+5,315
DELL TECHNOLOGIES INC(DELL)2,95311,542+8,5893501,3250.14%+975
ACCENTURE PLC IRELAND
SHS CLASS A
28,50429,667+1,1639,54310,4571.10%+914
REPUBLIC SVCS INC(RSG)22,60827,044+4,4364,5415,4410.57%+900
AMPHENOL CORP NEW069,883+69,88304,8570.51%+4,857
TARGET CORP(TGT)012,972+12,97201,7520.18%+1,752
WORKDAY INC(WDAY)011,031+11,03102,8900.30%+2,890
PDD HOLDINGS INC(PDD)08,697+8,69708210.09%+821
STARBUCKS CORP(SBUX)042,978+42,97803,8930.41%+3,893
FASTENAL CO(FAST)023,800+23,80001,7120.18%+1,712
TE CONNECTIVITY PLC(TEL)05,034+5,03407190.08%+719
AIRBNB INC024,079+24,07903,1740.33%+3,174
UNITED THERAPEUTICS CORP DEL(UTHR)01,983+1,98307090.07%+709
IDEXX LABS INC(IDXX)03,263+3,26301,3470.14%+1,347
TRAVELERS COMPANIES INC(TRV)11,85114,401+2,5502,7753,4540.36%+680
GOLDMAN SACHS GROUP INC(GS)7,9118,001+903,9174,5890.48%+672
DOORDASH INC(DASH)06,800+6,80001,1530.12%+1,153
NASDAQ INC(NDAQ)41,33147,192+5,8613,0183,6530.38%+635
STRYKER CORPORATION(SYK)015,307+15,30705,5450.58%+5,545
CBOE GLOBAL MKTS INC(CBOE)17,33519,318+1,9833,1723,7810.40%+609
ASML HOLDING N V
N Y REGISTRY SHS
01,617+1,61701,1260.12%+1,126
AMGEN INC(AMGN)028,859+28,85907,4830.78%+7,483
QUANTA SVCS INC04,163+4,16301,3280.14%+1,328
FISERV INC(FISV)20,32220,458+1363,6514,2200.44%+569
DARDEN RESTAURANTS INC(DRI)016,876+16,87603,1520.33%+3,152
MANHATTAN ASSOCIATES INC(MANH)01,985+1,98505380.06%+538
PROCTER AND GAMBLE CO(PG)67,36772,899+5,53211,66812,1811.28%+513
CITIGROUP INC(C)055,350+55,35003,8960.41%+3,896
VALERO ENERGY CORP(VLO)017,965+17,96502,1480.23%+2,148
WATSCO INC(WSO)01,561+1,56107410.08%+741
XCEL ENERGY INC(XEL)34,21040,227+6,0172,2342,7190.28%+485
GRAINGER W W INC(GWW)01,358+1,35801,4370.15%+1,437
MONSTER BEVERAGE CORP NEW(MNST)028,283+28,28301,4860.16%+1,486
INTEL CORP(INTC)0147,527+147,52702,9240.31%+2,924
ZSCALER INC(ZS)02,394+2,39404380.05%+438
NEWMONT CORP(NEM)029,282+29,28201,0830.11%+1,083
ROLLINS INC(ROL)015,513+15,51307200.08%+720
MERCADOLIBRE INC(MELI)2,0482,145+973,2773,6930.39%+416
COPART INC(CPRT)051,792+51,79203,0110.32%+3,011
GE VERNOVA INC(GEV)9,0278,198-8292,3022,7070.28%+406
TEXAS INSTRS INC(TXN)049,448+49,44809,2940.97%+9,294
TORO CO04,659+4,65903740.04%+374
MICRON TECHNOLOGY INC(MU)042,446+42,44603,6210.38%+3,621
BRISTOL-MYERS SQUIBB CO(BMY)69,50170,763+1,2623,5963,9670.42%+371
ENTERGY CORP NEW(ETR)04,682+4,68203550.04%+355
DIAMONDBACK ENERGY INC(FANG)015,504+15,50402,4960.26%+2,496
VEEVA SYS INC(VEEV)03,369+3,36907120.07%+712
WASTE MGMT INC DEL(WM)025,103+25,10305,0780.53%+5,078
FACTSET RESH SYS INC(FDS)01,115+1,11505380.06%+538
MONDELEZ INTL INC(MDLZ)061,109+61,10903,6400.38%+3,640
HEICO CORP NEW(HEI)01,349+1,34903230.03%+323
BROADRIDGE FINL SOLUTIONS IN(BR)010,319+10,31902,3270.24%+2,327
FOX CORP(FOX)06,502+6,50203180.03%+318
INTERPUBLIC GROUP COS INC62,89182,596+19,7051,9892,2950.24%+306
CSX CORP(CSX)089,731+89,73102,8850.30%+2,885
LATTICE SEMICONDUCTOR CORP(LSCC)05,326+5,32603020.03%+302
MICROSTRATEGY INC(MSTR)1,6871,913+2262845800.06%+295
HUNT J B TRANS SVCS INC(JBHT)06,044+6,04401,0290.11%+1,029
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)015,966+15,96601,2250.13%+1,225
WILLIAMS COS INC(WMB)018,497+18,49701,0000.10%+1,000
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