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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 4 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMY BRISTOL-MYERS SQUIBB CO Healthcare 57,474.0 $3.3M 0.10% -45K -44.0% $57.62 +16.2%
62 BIIB BIOGEN INC Healthcare 15,238.0 $3.3M 0.10% -735.0 -4.6% $216.06 +2.5%
63 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 96,480.0 $3.2M 0.10% -4K -3.5% $33.39 -21.4%
64 GM GENERAL MTRS CO Consumer Cyclical 41,602.0 $3.2M 0.10% -34K -45.3% $77.08 +11.8%
65 WHD CACTUS INC Energy 62,107.0 $3.2M 0.10% -11K -14.8% $51.23 +33.8%
66 ZION ZIONS BANCORPORATION NATL AS Financial Services 43,415.0 $3.0M 0.09% -20K -31.4% $69.19 -1.8%
67 WTS WATTS WATER TECHNOLOGIES INC Industrials 7,415.0 $2.9M 0.09% -636.0 -7.9% $391.45 -4.9%
68 LRCX LAM RESEARCH CORP Technology 6,540.0 $2.8M 0.09% -15K -69.5% $433.33 -26.5%
69 SHOP SHOPIFY INC Technology 24,753.0 $2.8M 0.09% -2K -9.0% $114.18 +35.2%
70 CSX CSX CORP Industrials 58,797.0 $2.8M 0.08% -536.0 -0.9% $47.53 +8.4%
71 WDC WESTERN DIGITAL CORP Technology 4,348.0 $2.8M 0.08% -173.0 -3.8% $638.72 -27.7%
72 TSN TYSON FOODS INC Consumer Defensive 48,074.0 $2.8M 0.08% -8K -13.6% $57.25 -3.3%
73 MO ALTRIA GROUP INC Consumer Defensive 35,634.0 $2.6M 0.08% -52K -59.4% $71.95 -5.9%
74 WMS ADVANCED DRAIN SYS INC DEL Industrials 16,267.0 $2.6M 0.08% -3K -15.9% $156.96 -11.6%
75 AWR AMER STATES WTR CO Utilities 29,236.0 $2.4M 0.07% -3K -8.6% $82.63 +7.6%
76 EVEREST GROUP LTD 6,602.0 $2.4M 0.07% -1K -13.2% $357.23
77 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 45,594.0 $2.3M 0.07% -32K -41.3% $50.53 -3.9%
78 CNM CORE & MAIN INC Industrials 47,300.0 $2.3M 0.07% -8K -14.8% $48.25 -9.3%
79 DAL DELTA AIR LINES INC Industrials 24,000.0 $2.2M 0.07% -24K -50.2% $93.66 -13.4%
80 CAH CARDINAL HEALTH INC Healthcare 9,266.0 $2.2M 0.07% -60K -86.5% $237.56 -1.0%
Page 4 of 8  ·  158 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%