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Portfolio (Quarterly) Guide ↗

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

· CIK 0001280487
13F Portfolio $2.8B AUM 435 positions Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 435 New
Page 6 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMD ADVANCED MICRO DEVICES INC Technology 30,298.0 $6.5M 0.23% NEW $214.16 +135.3%
102 MSI MOTOROLA SOLUTIONS INC Technology 16,859.0 $6.5M 0.23% NEW $383.32 +7.1%
103 CHKP CHECK POINT SOFTWARE TECH LT Technology 34,315.0 $6.4M 0.23% NEW $185.56 -29.4%
104 HUBS HUBSPOT INC Technology 15,867.0 $6.4M 0.23% NEW $401.30 -50.7%
105 STLD STEEL DYNAMICS INC Basic Materials 37,560.0 $6.4M 0.23% NEW $169.45 +47.8%
106 CDNS CADENCE DESIGN SYSTEM INC Technology 20,025.0 $6.3M 0.23% NEW $312.58 +22.1%
107 DELL DELL TECHNOLOGIES INC Technology 48,290.0 $6.1M 0.22% NEW $125.88 +142.3%
108 SNOW SNOWFLAKE INC Technology 27,602.0 $6.1M 0.22% NEW $219.36 -19.0%
109 SPGI S&P GLOBAL INC Financial Services 11,584.0 $6.1M 0.22% NEW $522.59 -21.1%
110 TROW PRICE T ROWE GROUP INC Financial Services 57,970.0 $5.9M 0.21% NEW $102.38 +1.4%
111 TEL TE CONNECTIVITY PLC Technology 25,536.0 $5.8M 0.21% NEW $227.51 -8.3%
112 BUNGE GLOBAL SA 64,936.0 $5.8M 0.21% NEW $89.08
113 PYPL PAYPAL HLDGS INC Financial Services 97,319.0 $5.7M 0.20% NEW $58.38 -24.4%
114 PG PROCTER AND GAMBLE CO Consumer Defensive 38,436.0 $5.5M 0.20% NEW $143.31 -0.2%
115 HCA HCA HEALTHCARE INC Healthcare 11,777.0 $5.5M 0.20% NEW $466.86 -15.9%
116 OKE ONEOK INC NEW Energy 72,893.0 $5.4M 0.19% NEW $73.50 +23.0%
117 CEG CONSTELLATION ENERGY CORP Utilities 15,124.0 $5.3M 0.19% NEW $353.27 -14.6%
118 DE DEERE & CO Industrials 11,420.0 $5.3M 0.19% NEW $465.57 +13.6%
119 MKTX MARKETAXESS HLDGS INC Financial Services 29,307.0 $5.3M 0.19% NEW $181.25 -27.6%
120 ANDE ANDERSONS INC Consumer Defensive 99,165.0 $5.3M 0.19% NEW $53.17 +34.2%
Page 6 of 22  ·  435 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 36.2%
Healthcare 15.8%
Financial Services 9.2%
Communication Services 7.1%
Industrials 6.8%
Energy 5.5%
Consumer Defensive 5.4%
Consumer Cyclical 4.8%
Basic Materials 3.6%
Utilities 3.4%