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Portfolio (Quarterly) Guide ↗

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

· CIK 0001280487
13F Portfolio $2.8B AUM 462 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New 175 Added 154 Reduced 56 Exited
Page 3 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PANW PALO ALTO NETWORKS INC Technology 68,773.0 $11.0M 0.39% +10K +17.6% $160.32 +61.0%
42 XYL XYLEM INC Industrials 91,015.0 $10.9M 0.38% +3K +3.3% $119.50 -7.0%
43 ENPH ENPHASE ENERGY INC Energy 286,190.0 $10.8M 0.38% +20K +7.4% $37.81 +76.0%
44 OKTA KTA INC Technology 137,420.0 $10.8M 0.38% +8K +6.1% $78.71 +20.7%
45 V VISA INC Financial Services 35,185.0 $10.6M 0.37% +3K +8.7% $302.24 +8.0%
46 AES AES CORP Utilities 741,059.0 $10.4M 0.37% +6K +0.8% $14.09 +4.4%
47 CVS CVS HEALTH CORP Healthcare 144,314.0 $10.4M 0.36% +32K +28.6% $71.82 +29.6%
48 VRSK VERISK ANALYTICS INC Industrials 54,147.0 $10.3M 0.36% +38K +239.4% $189.75 -9.8%
49 WM WASTE MGMT INC DEL Industrials 44,034.0 $10.1M 0.36% +11K +33.7% $229.79 -5.2%
50 LIN LINDE PLC Basic Materials 19,498.0 $9.7M 0.34% +4K +24.6% $495.76 +4.4%
51 AMD ADVANCED MICRO DEVICES INC Technology 45,886.0 $9.3M 0.33% +16K +51.5% $203.43 +138.3%
52 DE DEERE & CO Industrials 16,478.0 $9.3M 0.33% +5K +44.3% $563.30 -6.1%
53 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 482,493.0 $9.1M 0.32% +230K +91.5% $18.83 +24.7%
54 HIW HIGHWOODS PPTYS INC Real Estate 422,632.0 $9.0M 0.32% +129K +44.2% $21.41 +19.8%
55 MSI MOTOROLA SOLUTIONS INC Technology 20,485.0 $8.9M 0.31% +4K +21.5% $433.97 -6.9%
56 MU MICRON TECHNOLOGY INC Technology 26,146.0 $8.8M 0.31% +8K +42.5% $337.84 +142.8%
57 FITB IFTH THIRD BANCORP Financial Services 174,582.0 $8.1M 0.28% +33K +23.0% $46.46 +6.9%
58 RACE FERRARI N V Consumer Cyclical 23,241.0 $7.9M 0.28% +23K +10000.0% $338.45 -1.5%
59 COF CAPITAL ONE FINL CORP Financial Services 42,981.0 $7.8M 0.28% +23K +117.7% $182.43 +2.9%
60 XEL CEL ENERGY INC Utilities 90,773.0 $7.2M 0.25% +23K +33.2% $79.44 +2.1%
Page 3 of 9  ·  175 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Healthcare 15.9%
Financial Services 9.0%
Energy 7.6%
Industrials 7.5%
Communication Services 5.8%
Consumer Cyclical 4.9%
Consumer Defensive 4.6%
Utilities 3.9%
Basic Materials 3.8%