Fund Holdingsdenkapparat Operations GmbH

Total Portfolio Value
$94.47M
Total Bought
$43.32M
Total Sold
$17.51M
Net Transaction
+$25.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NEWMONT CORP(NEM)019,208+19,20809270.98%+927
L3HARRIS TECHNOLOGIES INC(LHX)03,894+3,89408150.86%+815
SUNCOR ENERGY INC NEW(SU)020,500+20,50007940.84%+794
GENERAL MLS INC(GIS)012,202+12,20207300.77%+730
ALBERTSONS COS INC032,988+32,98807250.77%+725
EXPEDITORS INTL WASH INC(EXPD)05,910+5,91007110.75%+711
DISNEY WALT CO(DIS)06,968+6,96806880.73%+688
AMERICAN INTL GROUP INC07,766+7,76606750.71%+675
TRAVELERS COMPANIES INC(TRV)02,348+2,34806210.66%+621
AMGEN INC(AMGN)01,924+1,92405990.63%+599
FIRSTENERGY CORP(FE)014,814+14,81405990.63%+599
OVINTIV INC(OVV)013,922+13,92205960.63%+596
CANADIAN NAT RES LTD(CNQ)018,900+18,90005820.62%+582
UBER TECHNOLOGIES INC(UBER)07,400+7,40005390.57%+539
EXELON CORP(EXC)011,222+11,22205170.55%+517
BIOMARIN PHARMACEUTICAL INC(BMRN)07,126+7,12605040.53%+504
UNIVERSAL HLTH SVCS INC(UHS)03,894+3,89407320.77%+732
ALTRIA GROUP INC(MO)10,05616,974+6,9185261,0191.08%+493
META PLATFORMS INC(META)0840+84004840.51%+484
ENERSYS(ENS)05,262+5,26204820.51%+482
EVERGY INC(EVRG)06,744+6,74404650.49%+465
CONSOLIDATED EDISON INC(ED)9,57411,914+2,3408541,3181.39%+463
CHEVRON CORP NEW(CVX)2,9105,284+2,3744218840.94%+462
CENCORA INC01,632+1,63204540.48%+454
AFLAC INC(AFL)04,080+4,08004540.48%+454
DOMINION ENERGY INC(D)07,752+7,75204350.46%+435
IDEXX LABS INC(IDXX)0998+99804190.44%+419
PNC FINL SVCS GROUP INC(PNC)02,300+2,30004040.43%+404
GENERAL DYNAMICS CORP(GD)01,454+1,45403960.42%+396
S&P GLOBAL INC(SPGI)0774+77403930.42%+393
AUTONATION INC(AN)02,422+2,42203920.42%+392
MEDPACE HLDGS INC(MEDP)01,262+1,26203850.41%+385
PILGRIMS PRIDE CORP(PPC)06,720+6,72003660.39%+366
ADOBE INC(ADBE)9001,988+1,0884007620.81%+362
CAL MAINE FOODS INC(CALM)5,72610,300+4,5745899360.99%+347
CBRE GROUP INC(CBRE)02,652+2,65203470.37%+347
BOYD GAMING CORP(BYD)09,350+9,35006160.65%+616
HUBSPOT INC(HUBS)0602+60203440.36%+344
RAYMOND JAMES FINL INC(RJF)02,416+2,41603360.36%+336
CF INDS HLDGS INC(CF)7,11411,990+4,8766079370.99%+330
FLEX LTD(FLEX)09,630+9,63003190.34%+319
DTE ENERGY CO(DTB)02,290+2,29003170.34%+317
ACUITY INC(AYI)01,200+1,20003160.33%+316
ULTA BEAUTY INC(ULTA)01,528+1,52805600.59%+560
JONES LANG LASALLE INC(JLL)1,4162,704+1,2883586700.71%+312
VISTRA CORP(VST)02,652+2,65203110.33%+311
ILLINOIS TOOL WKS INC(ITW)02,104+2,10405220.55%+522
KLA CORP(KLAC)546960+4143446530.69%+309
LIVE NATION ENTERTAINMENT IN(LYV)02,362+2,36203080.33%+308
GENERAC HLDGS INC(GNRC)02,420+2,42003060.32%+306
DEVON ENERGY CORP NEW(DVN)014,244+14,24405330.56%+533
GARTNER INC(IT)0722+72203030.32%+303
ROYAL GOLD INC(RGLD)01,822+1,82202980.32%+298
EOG RES INC(EOG)4,5746,654+2,0805618530.90%+293
MORNINGSTAR INC(MORN)0966+96602900.31%+290
UNUM GROUP(UNM)03,490+3,49002840.30%+284
BRINKER INTL INC(EAT)01,892+1,89202820.30%+282
MOLSON COORS BEVERAGE CO(TAP)04,620+4,62002810.30%+281
MUELLER INDS INC(MLI)03,654+3,65402780.29%+278
CORCEPT THERAPEUTICS INC(CORT)5,9965,068-9283025790.61%+277
ANSYS INC0874+87402770.29%+277
METLIFE INC(MET)03,444+3,44402770.29%+277
PULTE GROUP INC(PHM)3,7186,606+2,8884056790.72%+274
ENPHASE ENERGY INC(ENPH)04,410+4,41002740.29%+274
HILLTOP HOLDINGS INC(HTH)08,950+8,95002730.29%+273
NRG ENERGY INC(NRG)02,840+2,84002710.29%+271
ADTALEM GLOBAL ED INC(CVSA)02,638+2,63802650.28%+265
COCA COLA CONS INC(COKE)0196+19602650.28%+265
EDISON INTL(EIX)5,66012,132+6,4724527150.76%+263
FOX CORP(FOX)10,88213,936+3,0545297890.83%+260
STATE STR CORP(STT)02,894+2,89402590.27%+259
CDW CORP(CDW)01,614+1,61402590.27%+259
SYSCO CORP(SYY)03,438+3,43802580.27%+258
PJT PARTNERS INC(PJT)01,868+1,86802580.27%+258
REGENERON PHARMACEUTICALS(REGN)0406+40602570.27%+257
FACTSET RESH SYS INC(FDS)01,148+1,14805220.55%+522
KRAFT HEINZ CO(KHC)08,402+8,40202560.27%+256
YELP INC(YELP)10,18617,527+7,3413946490.69%+255
BAKER HUGHES COMPANY(BKR)05,794+5,79402550.27%+255
ZIMMER BIOMET HOLDINGS INC(ZBH)02,232+2,23202530.27%+253
INSULET CORP(PODD)0958+95802520.27%+252
TYSON FOODS INC(TSN)03,928+3,92802510.27%+251
ACI WORLDWIDE INC04,560+4,56002490.26%+249
JABIL INC(JBL)03,538+3,53804810.51%+481
MARATHON PETE CORP(MPC)01,692+1,69202470.26%+247
TEXAS ROADHOUSE INC(TXRH)01,430+1,43002380.25%+238
LEAR CORP(LEA)02,690+2,69002370.25%+237
ARROW ELECTRS INC02,280+2,28002370.25%+237
CINEMARK HLDGS INC(CNK)9,38021,122+11,7422915260.56%+235
MATSON INC(MATX)01,834+1,83402350.25%+235
COINBASE GLOBAL INC(COIN)01,364+1,36402350.25%+235
AVERY DENNISON CORP01,310+1,31002330.25%+233
INTUITIVE SURGICAL INC0458+45802270.24%+227
HERSHEY CO(HSY)01,322+1,32202260.24%+226
CNO FINL GROUP INC05,428+5,42802260.24%+226
TAYLOR MORRISON HOME CORP(TMHC)03,714+3,71402230.24%+223
MAXIMUS INC(MMS)03,268+3,26802230.24%+223
RADIAN GROUP INC(RDN)06,670+6,67002210.23%+221
LANTHEUS HLDGS INC(LNTH)02,244+2,24402190.23%+219
NATIONAL FUEL GAS CO(NFG)02,688+2,68802130.23%+213
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