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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 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FRO FRONTLINE PLC Energy 21,510.0 $748K 0.02% NEW $34.79 +25.8%
42 CWST CASELLA WASTE SYS INC Industrials 6,915.0 $671K 0.02% NEW $96.97 -4.1%
43 VERSIGENT PLC 14,080.0 $591K 0.02% NEW $42.01
44 GDDY GODADDY INC Technology 5,251.0 $446K 0.01% NEW $84.88 +14.3%
45 RMD RESMED INC Healthcare 2,256.0 $440K 0.01% NEW $194.88 +21.0%
46 EVR EVERCORE INC Financial Services 1,120.0 $382K 0.01% NEW $341.44 -14.4%
47 SBUX STARBUCKS CORP Consumer Cyclical 3,518.0 $360K 0.01% NEW $102.19 +5.0%
48 LECO LINCOLN ELEC HLDGS INC Industrials 1,336.0 $355K 0.01% NEW $265.51 +9.1%
49 TDC TERADATA CORP DEL Technology 9,770.0 $339K 0.01% NEW $34.65 -17.6%
50 PAGP PLAINS GP HLDGS L P Energy 13,266.0 $322K 0.01% NEW $24.27 +15.5%
51 AGO ASSURED GUARANTY LTD Financial Services 3,842.0 $308K 0.01% NEW $80.16 -5.4%
52 HST HOST HOTELS & RESORTS INC Real Estate 12,603.0 $299K 0.01% NEW $23.71 -5.8%
53 MSA MSA SAFETY INC Industrials 1,701.0 $297K 0.01% NEW $174.58 +9.8%
54 SNX TD SYNNEX CORPORATION Technology 1,019.0 $272K 0.01% NEW $267.34 -2.7%
55 WYNN WYNN RESORTS LTD Consumer Cyclical 2,211.0 $215K 0.01% NEW $97.09 -3.6%
56 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,593.0 $153K 0.01% NEW $96.12 -51.4%
57 HONEYWELL INTL INC 676.0 $151K 0.01% NEW $223.90
58 HONEYWELL AEROSPACE INC 676.0 $149K 0.00% NEW $221.08
59 FEDEX FGHT HLDG CO INC 728.0 $110K 0.00% NEW $151.00
60 HPE HEWLETT PACKARD ENTERPRISE C Technology 755.0 $34K 0.00% NEW $45.11 +20.6%
Page 3 of 4  ·  63 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%