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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 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DVA DAVITA INC Healthcare 1,608.0 $358K 0.01% +103.0 +6.8% $222.48 -19.5%
162 WCN WASTE CONNECTIONS INC Industrials 1,771.0 $295K 0.01% +145.0 +8.9% $166.69 -0.4%
163 RBLX ROBLOX CORP Technology 4,809.0 $262K 0.01% +2K +59.3% $54.38 -29.6%
164 ARMK ARAMARK Industrials 4,446.0 $253K 0.01% +2K +59.9% $56.90 +3.7%
165 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,172.0 $238K 0.01% +144.0 +7.1% $109.77 +0.0%
166 CSGP COSTAR GROUP INC Real Estate 8,346.0 $236K 0.01% +3K +51.8% $28.32 +11.7%
167 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5,082.0 $198K 0.01% +2K +90.8% $38.96 +7.6%
168 SYM SYMBOTIC INC Industrials 2,274.0 $102K 0.00% +278.0 +13.9% $44.95 -8.1%
Page 9 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%