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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DUOL DUOLINGO INC Technology 320.0 $37K 0.00% -39K -99.2% $115.02 +25.1%
142 CLVT CLARIVATE PLC Technology 11,473.0 $25K 0.00% -11K -48.9% $2.16 -5.8%
143 CMCSA COMCAST CORP NEW Communication Services 893.0 $22K 0.00% -51K -98.3% $24.55 +8.2%
144 ZS ZSCALER INC Technology 114.0 $16K -3K -96.7% $141.15 +32.5%
145 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 250.0 $8K -54K -99.5% $34.00 +9.5%
146 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 124.0 $8K -704.0 -85.0% $64.01 +13.6%
147 AES AES CORP Utilities 100.0 $1K -741K -100.0% $14.66 +0.4%
148 SNA SNAP ON INC Industrials 3.0 $1K -3K -99.9% $402.33 -1.5%
149 TIGO MILLICOM INTL CELLULAR S A Communication Services 11.0 $998.0 -30K -100.0% $90.73 +2.5%
150 OKLO OKLO INC Utilities 18.0 $942.0 -60K -100.0% $52.33 -18.5%
151 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 70.0 $930.0 -63K -99.9% $13.29 -22.9%
152 ENIC ENEL CHILE SA Utilities 148.0 $645.0 -7K -97.9% $4.36 +1.8%
153 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2.0 $586.0 -628.0 -99.7% $293.00 +4.3%
154 AXIA ENERGIA SA 44.0 $464.0 -1.0 -2.2% $10.55
155 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7.0 $369.0 -23K -100.0% $52.71 +19.5%
156 AFL AFLAC INC Financial Services 3.0 $352.0 -4.0 -57.1% $117.33 -0.7%
157 BXP BXP INC Real Estate 5.0 $332.0 -7.0 -58.3% $66.40 +5.5%
158 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 4.0 $229.0 -26K -100.0% $57.25 +14.1%
Page 8 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%