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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 10 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HCA HCA HEALTHCARE INC Healthcare 8,948.0 $3.5M 0.10% -51.0 -0.6% $389.89 +7.6%
182 CNC CENTENE CORP DEL Healthcare 54,227.0 $3.5M 0.10% NEW $64.19 +1.8%
183 STLD STEEL DYNAMICS INC Basic Materials 15,117.0 $3.5M 0.10% -11K -42.9% $229.46 +2.8%
184 MPWR MONOLITHIC PWR SYS INC Technology 2,406.0 $3.3M 0.10% -585.0 -19.6% $1382.36 -5.2%
185 BMY BRISTOL-MYERS SQUIBB CO Healthcare 57,474.0 $3.3M 0.10% -45K -44.0% $57.62 +16.2%
186 BIIB BIOGEN INC Healthcare 15,238.0 $3.3M 0.10% -735.0 -4.6% $216.06 +2.5%
187 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 96,480.0 $3.2M 0.10% -4K -3.5% $33.39 -21.4%
188 GM GENERAL MTRS CO Consumer Cyclical 41,602.0 $3.2M 0.10% -34K -45.3% $77.08 +11.8%
189 WHD CACTUS INC Energy 62,107.0 $3.2M 0.10% -11K -14.8% $51.23 +33.8%
190 SAP SAP SE Technology 19,968.0 $3.1M 0.09% NEW $154.11 +43.5%
191 ZION ZIONS BANCORPORATION NATL AS Financial Services 43,415.0 $3.0M 0.09% -20K -31.4% $69.19 -1.8%
192 WTS WATTS WATER TECHNOLOGIES INC Industrials 7,415.0 $2.9M 0.09% -636.0 -7.9% $391.45 -4.9%
193 PWR QUANTA SVCS INC Industrials 3,990.0 $2.9M 0.09% +1K +41.9% $720.04 -13.6%
194 LRCX LAM RESEARCH CORP Technology 6,540.0 $2.8M 0.09% -15K -69.5% $433.33 -26.5%
195 SHOP SHOPIFY INC Technology 24,753.0 $2.8M 0.09% -2K -9.0% $114.18 +35.2%
196 CSX CSX CORP Industrials 58,797.0 $2.8M 0.08% -536.0 -0.9% $47.53 +8.4%
197 WDC WESTERN DIGITAL CORP Technology 4,348.0 $2.8M 0.08% -173.0 -3.8% $638.72 -27.7%
198 ASCENDIS PHARMA A/S 10,405.0 $2.8M 0.08% NEW $266.72
199 TSN TYSON FOODS INC Consumer Defensive 48,074.0 $2.8M 0.08% -8K -13.6% $57.25 -3.3%
200 ROST ROSS STORES INC Consumer Cyclical 12,834.0 $2.7M 0.08% NEW $212.85 +8.0%
Page 10 of 23  ·  446 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%