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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 4 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CHKP CHECK POINT SOFTWARE TECH LT Technology 48,541.0 $6.9M 0.24% +14K +41.5% $142.85 -7.6%
62 PG PROCTER & GAMBLE CO Consumer Defensive 47,942.0 $6.9M 0.24% +10K +24.7% $144.44 -0.8%
63 ARM ARM HOLDINGS PLC Technology 45,270.0 $6.8M 0.24% +22K +96.0% $151.28 +110.5%
64 DUK UKE ENERGY CORP NEW Utilities 50,270.0 $6.6M 0.23% +15K +41.4% $130.94 -4.3%
65 NOW SERVICENOW INC Technology 62,163.0 $6.5M 0.23% +37K +142.6% $104.55 -2.9%
66 MKTX ARKETAXESS HLDGS INC Financial Services 39,370.0 $6.5M 0.23% +10K +34.3% $164.98 -20.0%
67 NU NU HLDGS LTD Financial Services 449,432.0 $6.5M 0.23% +381K +559.0% $14.37 -10.3%
68 NFLX NETFLIX INC. Communication Services 66,595.0 $6.4M 0.23% +24K +55.2% $96.15 -8.4%
69 BMY BRISTOL-MYERS SQUIBB CO Healthcare 102,571.0 $6.2M 0.22% +46K +81.1% $60.65 -3.7%
70 NKE NIKE INC Consumer Cyclical 114,022.0 $6.0M 0.21% +110K +2484.4% $52.82 -15.7%
71 TEL E CONNECTIVITY PLC Technology 28,305.0 $5.9M 0.21% +3K +10.8% $209.02 +1.0%
72 CDNS CADENCE DESIGN SYSTEM INC Technology 20,905.0 $5.8M 0.20% +880.0 +4.4% $277.87 +36.8%
73 MO ALTRIA GROUP INC Consumer Defensive 87,676.0 $5.8M 0.20% +24K +38.6% $65.99 +9.4%
74 GM GENERAL MTRS CO Consumer Cyclical 76,027.0 $5.7M 0.20% +76K +10000.0% $74.50 +6.7%
75 SPGI S&P GLOBAL INC Financial Services 12,907.0 $5.5M 0.19% +1K +11.4% $425.34 -3.3%
76 QCOM QUALCOMM INC Technology 42,512.0 $5.5M 0.19% +13K +44.3% $128.78 +90.8%
77 ORCL ORACLE CORP Technology 37,135.0 $5.5M 0.19% +19K +104.1% $147.11 +30.0%
78 FDX FEDEX CORP Industrials 14,793.0 $5.3M 0.18% +6K +72.5% $356.18 +12.1%
79 HUBS HUBSPOT INC Technology 21,542.0 $5.3M 0.18% +6K +35.8% $244.10 -18.2%
80 SO SOUTHERN CO Utilities 54,110.0 $5.2M 0.18% +6K +13.1% $96.52 -2.4%
Page 4 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%