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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 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ANNALY CAPITAL MANAGEMENT IN 90,396.0 $2.0M 0.06% +75K +500.5% $22.36
122 APP APPLOVIN CORP Technology 3,892.0 $2.0M 0.06% +1K +40.9% $515.23 -39.3%
123 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,202.0 $1.8M 0.06% +2K +91.2% $350.07 -6.9%
124 KLAC KLA CORP Technology 5,795.0 $1.7M 0.05% +5K +1722.3% $301.71 -39.1%
125 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 92,148.0 $1.7M 0.05% +23K +32.5% $18.37 +30.0%
126 AFRM AFFIRM HLDGS INC Technology 19,257.0 $1.6M 0.05% +19K +2488.3% $81.55 -5.0%
127 MCD MCDONALDS CORP Consumer Cyclical 5,681.0 $1.5M 0.05% +1K +27.6% $270.31 -3.8%
128 GKOS GLAUKOS CORP Healthcare 10,660.0 $1.5M 0.04% +1K +13.9% $139.76 +30.2%
129 HOOD ROBINHOOD MKTS INC Financial Services 13,720.0 $1.4M 0.04% +11K +471.2% $100.28 +9.5%
130 CRH PLC 12,291.0 $1.3M 0.04% +359.0 +3.0% $107.00
131 IRM IRON MTN INC DEL Real Estate 9,534.0 $1.2M 0.04% +7K +292.2% $126.31 -2.9%
132 BKR BAKER HUGHES COMPANY Energy 21,072.0 $1.2M 0.04% +4K +24.5% $55.50 +11.9%
133 STVN STEVANATO GROUP S P A Healthcare 60,482.0 $1.1M 0.03% +10K +21.0% $18.07 +23.4%
134 AVY AVERY DENNISON CORP Industrials 6,656.0 $1.1M 0.03% +308.0 +4.8% $162.35 +9.8%
135 WELL WELLTOWER INC Real Estate 4,748.0 $1.1M 0.03% +2K +84.9% $226.97 +5.5%
136 BMEA BIOMEA FUSION INC Healthcare 723,176.0 $1.1M 0.03% +166K +29.8% $1.47 +14.3%
137 AGCO AGCO CORP Industrials 8,865.0 $1.1M 0.03% +2K +23.6% $119.70 -7.4%
138 CMI CUMMINS INC Industrials 1,480.0 $1.1M 0.03% +1K +10000.0% $713.21 -19.5%
139 PLD PROLOGIS INC. Real Estate 7,334.0 $994K 0.03% +4K +97.8% $135.47 +4.7%
140 VITL VITAL FARMS INC Consumer Defensive 85,018.0 $989K 0.03% +85K +10000.0% $11.63 -10.2%
Page 7 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%