Fund Holdings

Universal- Beteiligungs- und Servicegesellschaft mbH

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WALMART INC(WMT)2,843,0723,698,323+855,251315,971,209458,178,2430.79%+142,207,034
EXXON MOBIL CORP1,798,1781,928,030+129,852216,430,709325,775,3210.56%+109,344,612
SUNBELT RENTALS HOLDINGS INC(SUNB)01,541,104+1,541,104096,550,1210.17%+96,550,121
MICRON TECHNOLOGY INC(MU)1,008,3261,120,433+112,107288,193,647376,898,5700.65%+88,704,923
JOHNSON & JOHNSON(JNJ)2,197,1552,198,866+1,711450,395,421529,650,8000.91%+79,255,379
CHEVRON CORP NEW(CVX)796,652959,489+162,837121,839,251197,647,4960.34%+75,808,245
LINDE PLC(LIN)842,026868,449+26,423359,756,566430,485,3430.74%+70,728,777
APPLIED MATLS INC961,216915,541-45,675246,921,952310,765,3180.53%+63,843,366
WESTERN DIGITAL CORP(WDC)384,090473,874+89,78466,156,837127,702,2510.22%+61,545,414
QIAGEN NV(QGEN)01,431,634+1,431,634057,307,9060.10%+57,307,906
WESTERN DIGITAL CORP(WDC)0008,905,68565,856,0340.11%+56,950,349
COSTCO WHSL CORP NEW(COST)320,557331,303+10,746275,386,432328,093,1080.56%+52,706,676
CONOCOPHILLIPS(COP)578,031782,451+204,42054,750,413103,147,4850.18%+48,397,072
LAM RESEARCH CORP(LRCX)1,499,0691,429,231-69,838257,772,837305,369,4960.53%+47,596,659
CATERPILLAR INC(CAT)267,333282,491+15,158151,374,791196,986,4400.34%+45,611,649
KLA CORP(KLAC)116,983125,525+8,542142,692,531184,250,6030.32%+41,558,072
EQUINIX INC(EQIX)241,596229,141-12,455185,421,124224,313,2190.39%+38,892,095
PEPSICO INC(PEP)1,616,1681,716,517+100,349232,573,574266,715,0160.46%+34,141,442
NEXTERA ENERGY INC(NEE)2,198,4322,265,422+66,990176,396,736209,840,3350.36%+33,443,599
VERIZON COMMUNICATIONS INC(VZ)3,479,1663,483,402+4,236141,574,473173,845,3250.30%+32,270,852
VERTIV HOLDINGS CO(VRT)317,761329,060+11,29951,674,27682,455,8540.14%+30,781,578
MCDONALDS CORP(MCD)808,539895,828+87,289247,132,869277,849,4080.48%+30,716,539
HONEYWELL INTL INC(HON)433,154510,795+77,64184,853,058115,287,1590.20%+30,434,101
CISCO SYS INC(CSCO)4,077,2094,442,667+365,458313,004,281343,180,8610.59%+30,176,580
DIGITAL RLTY TR INC(DLR)979,0191,002,207+23,188152,094,097180,547,3570.31%+28,453,260
INTEL CORP(INTC)3,292,6653,408,361+115,696121,716,951149,916,8960.26%+28,199,945
SCHLUMBERGER LTD(SLB)1,399,6911,587,193+187,50254,100,17581,600,3020.14%+27,500,127
ANALOG DEVICES INC(ADI)600,366596,587-3,779163,166,527189,467,3070.33%+26,300,780
PROCTER AND GAMBLE CO(PG)1,880,0972,044,704+164,607271,057,605296,355,6660.51%+25,298,061
NETFLIX INC(NFLX)4,630,5754,771,103+140,528435,594,332460,141,6530.79%+24,547,321
GE VERNOVA INC(GEV)173,316158,035-15,281113,543,695137,948,7580.24%+24,405,063
AUTOZONE INC(AZO)16,74523,903+7,15856,803,67280,702,7280.14%+23,899,056
CORNING INC(GLW)337,682394,750+57,06829,430,53353,307,0370.09%+23,876,504
GILEAD SCIENCES INC(GILD)1,313,3731,333,114+19,741159,246,060182,909,8470.31%+23,663,787
SANDISK CORP(SNDK)33,41347,159+13,7467,939,27229,961,9980.05%+22,022,726
CF INDS HLDGS INC(CF)363,367376,375+13,00828,066,71348,806,6150.08%+20,739,902
VALERO ENERGY CORP(VLO)373,278329,875-43,40361,203,05281,319,5050.14%+20,116,453
AT&T INC(T)5,236,9465,164,794-72,152129,736,562149,273,1290.26%+19,536,567
LUMENTUM HLDGS INC(LITE)94,80777,388-17,41934,944,91254,385,1930.09%+19,440,281
MATADOR RES CO(MTDR)233,212462,549+229,3379,897,51829,223,8460.05%+19,326,328
TEXAS INSTRS INC(TXN)822,972837,567+14,595143,142,368162,446,6370.28%+19,304,269
HP INC(HPQ)1,981,8643,347,400+1,365,53645,063,07164,360,1220.11%+19,297,051
AMGEN INC(AMGN)465,546486,294+20,748151,971,089170,208,2760.29%+18,237,187
COCA COLA CO(KO)3,379,7833,355,312-24,471235,783,693253,995,8990.44%+18,212,206
WILLIAMS COS INC(WMB)671,217804,630+133,41340,192,67558,313,6400.10%+18,120,965
BLACKLINE INC(BL)000796,74318,834,4630.03%+18,037,720
FASTENAL CO(FAST)907,4391,167,617+260,17836,707,22054,266,5010.09%+17,559,281
CIENA CORP(CIEN)66,64384,487+17,84415,625,00432,800,3860.06%+17,175,382
VENTAS INC(VTR)857,1851,023,216+166,03166,932,50983,597,7760.14%+16,665,267
NETSTREIT CORP(NTST)67,872917,668+849,7961,197,26217,279,6880.03%+16,082,426
CHORD ENERGY CORPORATION(CHRD)11,354117,452+106,0981,055,01816,699,3260.03%+15,644,308
CHENIERE ENERGY INC(LNG)169,935171,869+1,93432,972,93148,600,5520.08%+15,627,621
CBOE GLOBAL MKTS INC(CBOE)95,334141,119+45,78523,964,17339,590,0530.07%+15,625,880
AMERICAN ELEC PWR CO INC293,033377,508+84,47533,868,88649,483,7480.09%+15,614,862
EATON CORP PLC(ETN)395,235394,816-419126,045,073141,085,5420.24%+15,040,469
PFIZER INC(PFE)4,047,0944,127,247+80,153101,124,386116,004,8400.20%+14,880,454
WELLTOWER INC(WELL)1,167,2781,176,500+9,222217,808,902232,311,2080.40%+14,502,306
MARVELL TECHNOLOGY INC(MRVL)1,045,1061,046,576+1,47089,020,252103,510,1830.18%+14,489,931
NEWMONT CORP(NEM)1,598,1881,625,668+27,480161,069,806175,507,0700.30%+14,437,264
QUANTA SVCS INC144,397138,010-6,38761,121,01475,491,3270.13%+14,370,313
DOW INC(DOW)339,453535,351+195,8988,084,60122,361,6720.04%+14,277,071
COMFORT SYS USA INC(FIX)27,60128,907+1,30625,822,90539,862,4620.07%+14,039,557
MONOLITHIC PWR SYS INC(MPWR)40,55346,521+5,96836,843,98150,773,9930.09%+13,930,012
AIR PRODS & CHEMS INC114,153145,225+31,07228,330,00642,146,6030.07%+13,816,597
NATIONAL STORAGE AFFILIATES(NSA)459,793701,210+241,41713,001,12526,463,6650.05%+13,462,540
TERADYNE INC(TER)92,655106,476+13,82117,986,87231,411,3490.05%+13,424,477
PHILLIPS 66(PSX)227,368233,081+5,71329,425,29942,392,4240.07%+12,967,125
BLOOM ENERGY CORP134,300181,264+46,96411,681,52224,559,4580.04%+12,877,936
KROGER CO(KR)894,217951,066+56,84955,946,24468,757,5670.12%+12,811,323
CELSIUS HLDGS INC(CELH)53,719428,326+374,6072,457,10715,197,0060.03%+12,739,899
MARATHON PETE CORP(MPC)188,329176,389-11,94030,731,35642,936,8120.07%+12,205,456
RTX CORPORATION(RTX)481,639520,269+38,63087,832,29099,729,8810.17%+11,897,591
AMCOR PLC
COM NEW
0297,420+297,420011,822,4840.02%+11,822,484
ENTERGY CORP NEW(ETR)392,171428,296+36,12536,310,51148,094,6870.08%+11,784,176
MOTOROLA SOLUTIONS INC(MSI)254,434251,750-2,68497,515,042109,177,2740.19%+11,662,232
ADVANCED MICRO DEVICES INC(AMD)1,639,6141,784,140+144,526349,711,226361,247,7440.62%+11,536,518
EDISON INTL(EIX)652,555696,949+44,39439,747,82150,800,3710.09%+11,052,550
HALLIBURTON CO(HAL)989,9681,001,416+11,44828,077,59739,031,9870.07%+10,954,390
CARNIVAL PLC
ADS
10,354437,008+426,654314,03711,261,6960.02%+10,947,659
COHERENT CORP(COHR)103,449125,283+21,83419,176,31229,843,6650.05%+10,667,353
ARCHER DANIELS MIDLAND CO288,436374,192+85,75616,660,90127,161,1540.05%+10,500,253
COLGATE PALMOLIVE CO(CL)755,418827,192+71,77460,138,09770,623,1840.12%+10,485,087
CURTISS WRIGHT CORP(CW)29,17338,949+9,77616,095,34326,528,9400.05%+10,433,597
ON SEMICONDUCTOR CORP(ON)0004,456,97814,612,9550.03%+10,155,977
JAZZ PHARMACEUTICALS PLC(JAZZ)90,089134,724+44,63515,317,14525,469,5710.04%+10,152,426
DELL TECHNOLOGIES INC(DELL)293,255288,587-4,66837,133,22347,254,9270.08%+10,121,704
TARGA RES CORP(TRGP)162,400160,145-2,25529,894,64640,012,0230.07%+10,117,377
EXELON CORP(EXC)1,243,0701,314,484+71,41454,207,58464,298,3880.11%+10,090,804
SM ENERGY CO(SM)362,741535,533+172,7926,804,29916,697,9190.03%+9,893,620
FREEPORT-MCMORAN INC(FCX)935,211977,968+42,75747,633,27357,368,3300.10%+9,735,057
APA CORPORATION(APA)466,063499,161+33,09811,432,01321,156,8910.04%+9,724,878
FEDEX CORP(FDX)185,006177,853-7,15353,518,89363,209,8650.11%+9,690,972
CSX CORP(CSX)2,161,3532,145,340-16,01378,540,67888,026,7250.15%+9,486,047
WABTEC(WAB)185,404196,829+11,42539,815,72649,111,6350.08%+9,295,909
REGENCY CTRS CORP(REG)421,308508,938+87,63029,224,14438,506,2480.07%+9,282,104
SOUTHERN CO(SO)655,810686,927+31,11757,036,69266,045,8680.11%+9,009,176
DIAMONDBACK ENERGY INC(FANG)122,328138,489+16,16118,473,71127,381,1570.05%+8,907,446
MODINE MFG CO(MOD)65,29281,100+15,8088,720,32117,575,1810.03%+8,854,860
CHURCH & DWIGHT CO INC(CHD)415,898482,910+67,01237,964,41846,755,7120.08%+8,791,294
TIDEWATER INC NEW(TDW)20,484115,924+95,4401,035,7479,685,4510.02%+8,649,704
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