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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 12 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CAH CARDINAL HEALTH INC Healthcare 9,266.0 $2.2M 0.07% -60K -86.5% $237.56 -1.0%
222 ACGL ARCH CAP GROUP LTD Financial Services 22,375.0 $2.2M 0.07% NEW $97.06 +1.8%
223 OSCR OSCAR HEALTH INC Healthcare 75,262.0 $2.1M 0.06% -38K -33.4% $28.52 +5.4%
224 COHR COHERENT CORP Technology 5,422.0 $2.1M 0.06% NEW $394.47 -25.1%
225 IBM INTERNATIONAL BUSINESS MACHS Technology 7,590.0 $2.1M 0.06% +4K +122.8% $281.21 -15.1%
226 PAYX PAYCHEX INC Industrials 21,067.0 $2.1M 0.06% $98.33 +28.6%
227 NUE NUCOR CORP Basic Materials 9,141.0 $2.0M 0.06% -6K -40.0% $222.75 +13.3%
228 MWA MUELLER WTR PRODS INC Industrials 78,551.0 $2.0M 0.06% $25.83 -4.3%
229 OLMA OLEMA PHARMACEUTICALS INC Healthcare 161,836.0 $2.0M 0.06% +45K +38.5% $12.51 -13.7%
230 FDX FEDEX CORP Industrials 6,462.0 $2.0M 0.06% -8K -56.3% $313.13 +5.8%
231 ANNALY CAPITAL MANAGEMENT IN 90,396.0 $2.0M 0.06% +75K +500.5% $22.36
232 APP APPLOVIN CORP Technology 3,892.0 $2.0M 0.06% +1K +40.9% $515.23 -39.3%
233 DYN DYNE THERAPEUTICS INC Healthcare 87,069.0 $1.9M 0.06% NEW $22.21 +17.5%
234 TSLA TESLA INC Consumer Cyclical 4,541.0 $1.9M 0.06% -227.0 -4.8% $420.60 -15.6%
235 ERIE ERIE INDTY CO Financial Services 7,963.0 $1.9M 0.06% -599.0 -7.0% $239.75 +8.2%
236 URI UNITED RENTALS INC Industrials 1,650.0 $1.9M 0.06% -63.0 -3.7% $1132.89 -8.4%
237 FLUTTER ENTMT PLC 18,157.0 $1.9M 0.06% NEW $102.17
238 WPM WHEATON PRECIOUS METALS CORP Basic Materials 16,487.0 $1.9M 0.06% -13K -43.4% $112.32 +40.7%
239 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,202.0 $1.8M 0.06% +2K +91.2% $350.07 -6.9%
240 MAS MASCO CORP Industrials 21,908.0 $1.8M 0.05% -1K -4.5% $81.37 -10.5%
Page 12 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%