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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 5 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USB US BANCORP Financial Services 104,145.0 $6.3M 0.19% +36K +52.1% $60.40 +3.3%
82 NU NU HLDGS LTD Financial Services 451,763.0 $6.0M 0.18% +2K +0.5% $13.36 +11.4%
83 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 61,526.0 $5.9M 0.18% +35K +136.1% $95.98 +21.2%
84 SRE SEMPRA Utilities 63,606.0 $5.9M 0.18% +16K +33.4% $92.71 -8.6%
85 TFC TRUIST FINL CORP Financial Services 117,262.0 $5.8M 0.17% +94K +406.6% $49.82 +1.0%
86 TER TERADYNE INC Technology 11,914.0 $5.8M 0.17% +11K +869.4% $483.84 -23.1%
87 ORCL ORACLE CORP Technology 37,728.0 $5.5M 0.17% +593.0 +1.6% $146.55 +3.7%
88 GS GOLDMAN SACHS GROUP INC Financial Services 5,299.0 $5.4M 0.16% +1K +24.5% $1011.37 +2.9%
89 CI THE CIGNA GROUP Healthcare 19,338.0 $5.3M 0.16% +10K +105.5% $275.68 +0.7%
90 TDY TELEDYNE TECHNOLOGIES INC Technology 7,900.0 $5.3M 0.16% +781.0 +11.0% $666.90 -6.1%
91 NKE NIKE INC Consumer Cyclical 126,178.0 $5.2M 0.15% +12K +10.7% $41.05 -6.4%
92 IDYA IDEAYA BIOSCIENCES INC Healthcare 138,336.0 $5.2M 0.15% +16K +13.3% $37.27 +12.1%
93 BUR BURFORD CAPITAL LIMITED Financial Services 1,251,348.0 $5.1M 0.15% +759K +154.1% $4.10 +5.4%
94 WTRG ESSENTIAL UTILS INC Utilities 133,442.0 $5.1M 0.15% +54K +67.8% $38.31 +5.8%
95 GRMN GARMIN LTD Technology 20,409.0 $4.8M 0.15% +2K +9.9% $237.54 +22.0%
96 TRMB TRIMBLE INC Technology 94,121.0 $4.8M 0.14% +46K +96.9% $51.18 +20.2%
97 AEP AMERICAN ELEC PWR CO INC Utilities 35,134.0 $4.8M 0.14% +8K +31.2% $136.81 -10.3%
98 SN SHARKNINJA INC Consumer Cyclical 31,535.0 $4.8M 0.14% +31K +10000.0% $152.27 +26.7%
99 HUBS HUBSPOT INC Technology 25,359.0 $4.6M 0.14% +4K +17.7% $182.51 +40.2%
100 D DOMINION ENERGY INC Utilities 67,282.0 $4.6M 0.14% +12K +21.9% $68.29 -2.7%
Page 5 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%