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Portfolio (Quarterly) Guide ↗

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

· CIK 0001280487
13F Portfolio $2.8B AUM 462 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New 175 Added 154 Reduced 56 Exited
Page 3 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WY WEYERHAEUSER CO Real Estate 247,798.0 $6.1M 0.21% -31K -11.2% $24.43 -2.4%
42 CRWD CROWDSTRIKE HLDGS INC Technology 12,759.0 $5.0M 0.17% -6K -33.2% $390.41 +69.2%
43 SRRK SCHOLAR ROCK HLDG CORP Healthcare 98,700.0 $4.9M 0.17% -4K -4.3% $49.16 +1.3%
44 STLD STEEL DYNAMICS INC Basic Materials 26,470.0 $4.8M 0.17% -11K -29.5% $180.00 +36.2%
45 LNG CHENIERE ENERGY INC Energy 16,786.0 $4.8M 0.17% -870.0 -4.9% $283.76 -16.6%
46 GLW CORNING INC Technology 34,576.0 $4.7M 0.17% -10K -23.1% $135.97 +41.5%
47 LRCX LAM RESEARCH CORP Technology 21,417.0 $4.6M 0.16% -31K -59.4% $213.66 +47.6%
48 GRMN GARMIN LTD Technology 18,571.0 $4.3M 0.15% -626.0 -3.3% $232.01 +3.8%
49 TDY TELEDYNE TECHNOLOGIES INC Technology 7,119.0 $4.3M 0.15% -544.0 -7.1% $605.01 +3.0%
50 HCA HCA HEALTHCARE INC Healthcare 8,999.0 $4.3M 0.15% -3K -23.6% $473.24 -16.5%
51 IONS ONIS PHARMACEUTICALS INC Healthcare 54,269.0 $4.1M 0.14% -67K -55.4% $75.09 -0.0%
52 DHR DANAHER CORP DEL Healthcare 20,896.0 $4.0M 0.14% -19K -48.0% $189.60 -9.9%
53 KO COCA COLA CO Consumer Defensive 51,089.0 $3.9M 0.14% -132K -72.0% $76.05 +6.9%
54 VRT VERTIV HOLDINGS CO Industrials 15,285.0 $3.8M 0.14% -475.0 -3.0% $250.58 +35.3%
55 SNOW SNOWFLAKE INC Technology 25,359.0 $3.8M 0.13% -2K -8.1% $150.82 +16.9%
56 WPM HEATON PRECIOUS METALS CORP Basic Materials 29,116.0 $3.8M 0.13% -12K -28.9% $131.01 -1.2%
57 CANADIAN PACIFIC KANSAS CITY 46,424.0 $3.7M 0.13% -15K -24.7% $78.66
58 ZION ZIONS BANCORPORATION NATL AS Financial Services 63,334.0 $3.6M 0.13% -7K -10.1% $57.62 +9.7%
59 OKE ONEOK INC NEW Energy 39,431.0 $3.6M 0.12% -33K -45.9% $90.39 +3.6%
60 CENCORA INC 11,236.0 $3.5M 0.12% -13K -54.1% $314.14
Page 3 of 8  ·  154 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 35.1%
Healthcare 15.9%
Financial Services 9.0%
Energy 7.6%
Industrials 7.5%
Communication Services 5.8%
Consumer Cyclical 4.9%
Consumer Defensive 4.6%
Utilities 3.9%
Basic Materials 3.8%