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Portfolio (Quarterly) Guide ↗

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

· CIK 0001280487
13F Portfolio $3.3B AUM 446 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 168 Added 158 Reduced 79 Exited
Page 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIBERTY MEDIA CORP DEL 143,539.0 $13.7M 0.41% +13K +9.6% $95.14
42 DE DEERE & CO Industrials 20,218.0 $12.8M 0.39% +4K +22.7% $634.33 -2.0%
43 ANET ARISTA NETWORKS INC Technology 74,716.0 $12.7M 0.38% +14K +23.0% $169.88 +17.6%
44 EW EDWARDS LIFESCIENCES CORP Healthcare 138,960.0 $12.6M 0.38% +128K +1135.5% $90.46 -0.4%
45 LIN LINDE PLC Basic Materials 23,912.0 $12.4M 0.37% +4K +22.6% $518.94 -6.4%
46 RF REGIONS FINANCIAL CORP NEW Financial Services 392,043.0 $11.8M 0.35% +57K +17.2% $30.20 +0.6%
47 ZTS ZOETIS INC Healthcare 163,170.0 $11.7M 0.35% +157K +2755.6% $71.86 +4.9%
48 COF CAPITAL ONE FINL CORP Financial Services 56,841.0 $11.4M 0.34% +14K +32.2% $200.62 +7.8%
49 MSI MOTOROLA SOLUTIONS INC Technology 26,525.0 $11.0M 0.33% +6K +29.5% $415.29 +17.0%
50 ISRG INTUITIVE SURGICAL INC Healthcare 26,282.0 $10.5M 0.31% +619.0 +2.4% $397.68 -7.3%
51 FCX FREEPORT MCMORAN INC Basic Materials 165,550.0 $10.4M 0.31% +24K +17.0% $62.89 +24.8%
52 EXC EXELON CORP Utilities 218,241.0 $10.2M 0.30% +145K +198.3% $46.62 -5.6%
53 REGN REGENERON PHARMACEUTICALS Healthcare 16,049.0 $10.0M 0.30% +1K +7.2% $623.54 +29.8%
54 CRWD CROWDSTRIKE HLDGS INC Technology 13,028.0 $9.9M 0.30% +269.0 +2.1% $190.78 +19.0%
55 TEL TE CONNECTIVITY PLC Technology 47,431.0 $9.6M 0.29% +19K +67.6% $201.61 +0.5%
56 RACE FERRARI N V Consumer Cyclical 25,513.0 $9.5M 0.28% +2K +9.8% $372.29 +11.2%
57 BORR DRILLING LTD 2,236,292.0 $9.2M 0.28% +146K +7.0% $4.13
58 SO SOUTHERN CO Utilities 93,516.0 $9.0M 0.27% +39K +72.8% $95.71 -7.1%
59 PG PROCTER & GAMBLE CO Consumer Defensive 60,815.0 $8.9M 0.27% +13K +26.9% $146.64 -2.2%
60 TROW PRICE T ROWE GROUP INC Financial Services 77,566.0 $8.8M 0.27% +40K +107.1% $113.69 -1.1%
Page 3 of 9  ·  168 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 39.2%
Healthcare 14.5%
Financial Services 9.0%
Energy 8.2%
Industrials 8.0%
Consumer Cyclical 5.1%
Communication Services 4.1%
Utilities 3.7%
Consumer Defensive 3.7%
Basic Materials 2.8%