Fund Holdingsdenkapparat Operations GmbH

Total Portfolio Value
$183.90M
Total Bought
$42.02M
Total Sold
$16.65M
Net Transaction
+$25.37M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
M & T BK CORP(MTB)05,594+5,59401,1270.61%+1,127
LOCKHEED MARTIN CORP(LMT)02,132+2,13201,0310.56%+1,031
HCA HEALTHCARE INC(HCA)02,696+2,69601,2590.68%+1,259
COMCAST CORP NEW(CCZ)059,016+59,01601,7640.96%+1,764
GILEAD SCIENCES INC(GILD)011,788+11,78801,4470.79%+1,447
ALLSTATE CORP(ALL)06,592+6,59201,3720.75%+1,372
MERCK & CO INC(MRK)015,882+15,88201,6720.91%+1,672
FREEPORT-MCMORAN INC(FCX)5,12217,242+12,1202018760.48%+675
GULFPORT ENERGY CORP(GPOR)03,004+3,00406250.34%+625
ROSS STORES INC(ROST)03,456+3,45606230.34%+623
RTX CORPORATION(RTX)03,296+3,29606040.33%+604
CINCINNATI FINL CORP(CINF)1,7225,150+3,4282728410.46%+569
DTE ENERGY CO(DTB)04,394+4,39405670.31%+567
EXELON CORP(EXC)012,696+12,69605530.30%+553
TEXTRON INC(TXT)06,172+6,17205380.29%+538
SUNCOR ENERGY INC NEW(SU)031,200+31,20001,3850.75%+1,385
MOODYS CORP(MCO)01,026+1,02605240.29%+524
FIRST CTZNS BANCSHARES INC D(FCNCA)0244+24405240.28%+524
BRISTOL-MYERS SQUIBB CO(BMY)35,35839,104+3,7461,5952,1091.15%+515
REGENERON PHARMACEUTICALS(REGN)7281,192+4644099200.50%+511
NATIONAL FUEL GAS CO(NFG)5,81613,082+7,2665371,0470.57%+510
FIRST HORIZON CORPORATION(FHN)034,292+34,29208200.45%+820
CATERPILLAR INC(CAT)0874+87405010.27%+501
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)09,218+9,21807650.42%+765
ADOBE INC(ADBE)3,8105,240+1,4301,3441,8341.00%+490
AMGEN INC(AMGN)03,804+3,80401,2450.68%+1,245
ABERCROMBIE & FITCH CO06,046+6,04607610.41%+761
NVR INC(NVR)064+6404670.25%+467
MARKETAXESS HLDGS INC(MKTX)02,574+2,57404670.25%+467
LAM RESEARCH CORP(LRCX)12,34612,34601,6532,1131.15%+460
CONSTELLATION BRANDS INC(STZ)1,5664,860+3,2942116700.36%+460
BOOKING HOLDINGS INC(BKNG)0204+20401,0920.59%+1,092
HARTFORD INSURANCE GROUP INC(HIG)03,246+3,24604470.24%+447
GALAXY DIGITAL INC.(GLXY)019,338+19,33804320.24%+432
HUMANA INC(HUM)01,676+1,67604290.23%+429
BOYD GAMING CORP(BYD)13,02618,196+5,1701,1261,5510.84%+425
CONSOLIDATED EDISON INC(ED)07,584+7,58407530.41%+753
LOEWS CORP(L)03,876+3,87604080.22%+408
UIPATH INC(PATH)050,482+50,48208270.45%+827
AMERIPRISE FINL INC(AMP)01,388+1,38806810.37%+681
ILLUMINA INC(ILMN)02,972+2,97203900.21%+390
PTC INC(PTC)05,220+5,22009090.49%+909
GE AEROSPACE(GE)01,242+1,24203830.21%+383
OGE ENERGY CORP(OGE)08,912+8,91203810.21%+381
CNX RES CORP(CNX)10,44019,446+9,0063357150.39%+380
OWENS CORNING NEW(OC)03,376+3,37603780.21%+378
SOUTHERN CO(SO)04,288+4,28803740.20%+374
WW GRAINGER INC(GWW)0368+36803710.20%+371
ZIONS BANCORPORATION N A(ZION)06,294+6,29403680.20%+368
ALNYLAM PHARMACEUTICALS INC(ALNY)0912+91203630.20%+363
REGIONS FINANCIAL CORP NEW(RF)24,03236,490+12,4586349890.54%+355
DOLLAR GEN CORP NEW(DG)02,656+2,65603530.19%+353
NORTHROP GRUMMAN CORP(NOC)8721,542+6705318790.48%+348
CARLISLE COS INC(CSL)01,084+1,08403470.19%+347
FIRSTENERGY CORP(FE)019,990+19,99008950.49%+895
LAS VEGAS SANDS CORP(LVS)12,98215,980+2,9986981,0400.57%+342
NUTRIEN LTD(NTR)05,502+5,50203400.18%+340
TELEFLEX INCORPORATED(TFX)02,748+2,74803350.18%+335
INCYTE CORP(INCY)013,070+13,07001,2910.70%+1,291
HENRY JACK & ASSOC INC(JKHY)01,814+1,81403310.18%+331
FOX CORP(FOX)18,04820,104+2,0561,1381,4690.80%+331
QORVO INC(QRVO)03,850+3,85003250.18%+325
EVERGY INC(EVRG)04,374+4,37403170.17%+317
MARKEL GROUP INC(MKL)190314+1243636750.37%+312
THE CAMPBELLS COMPANY(CPB)011,180+11,18003120.17%+312
RAYMOND JAMES FINL INC(RJF)04,514+4,51407250.39%+725
EOG RES INC(EOG)09,958+9,95801,0460.57%+1,046
PUBLIC SVC ENTERPRISE GRP IN(PEG)9,10213,128+4,0267601,0540.57%+295
EXPEDIA GROUP INC(EXPE)04,174+4,17401,1830.64%+1,183
AIRBNB INC05,752+5,75207810.42%+781
EDISON INTL(EIX)017,872+17,87201,0730.58%+1,073
ASML HOLDING N V
N Y REGISTRY SHS
0268+26802870.16%+287
F5 INC(FFIV)02,454+2,45406260.34%+626
CLEANSPARK INC(CLSK)028,228+28,22802860.16%+286
DYCOM INDS INC(DY)1,5982,216+6184667490.41%+283
VALERO ENERGY CORP(VLO)01,732+1,73202820.15%+282
ROCKWELL AUTOMATION INC(ROK)6781,318+6402375130.28%+276
DROPBOX INC(DBX)024,358+24,35806770.37%+677
ENPHASE ENERGY INC(ENPH)08,210+8,21002630.14%+263
BOSTON BEER INC(SAM)3,2004,810+1,6106779390.51%+262
CROWN HLDGS INC(CCK)8,37010,380+2,0108081,0690.58%+260
CENOVUS ENERGY INC(CVE)015,296+15,29602590.14%+259
MORNINGSTAR INC(MORN)02,356+2,35605120.28%+512
MILLICOM INTL CELLULAR S A
COM STK
04,578+4,57802540.14%+254
TRAVERE THERAPEUTICS INC(TVTX)06,634+6,63402530.14%+253
FACTSET RESH SYS INC(FDS)01,990+1,99005770.31%+577
NATERA INC(NTRA)03,632+3,63208320.45%+832
COMMERCE BANCSHARES INC(CBSH)04,682+4,68202450.13%+245
GSK PLC(GSK)04,988+4,98802450.13%+245
DOMINION ENERGY INC(D)010,028+10,02805880.32%+588
COMMERCIAL METALS CO(CMC)03,394+3,39402350.13%+235
BIOGEN INC(BIIB)6,3386,33808881,1150.61%+228
BIOMARIN PHARMACEUTICAL INC(BMRN)013,824+13,82408220.45%+822
EDWARDS LIFESCIENCES CORP02,494+2,49402130.12%+213
OTTER TAIL CORP(OTTR)02,586+2,58602090.11%+209
ENERSYS(ENS)06,086+6,08608930.49%+893
MERCURY GENL CORP NEW(MCY)02,166+2,16602040.11%+204
DEVON ENERGY CORP NEW(DVN)019,084+19,08406990.38%+699
GRANITE CONSTR INC(GVA)1,9003,530+1,6302084070.22%+199
KINROSS GOLD CORP(KGC)58,56058,56001,4551,6490.90%+194
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