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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 14 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 UPS UNITED PARCEL SVCS INC Industrials 13,503.0 $1.3M 0.05% +2K +14.8% $98.38 +3.6%
262 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 14,303.0 $1.3M 0.05% -10K -40.9% $92.31 -2.6%
263 ADBE ADOBE INC Technology 5,385.0 $1.3M 0.05% -9K -63.4% $243.08 -1.1%
264 OSCR OSCAR HEALTH INC Healthcare 113,081.0 $1.3M 0.05% NEW $11.47 +90.8%
265 MLI MUELLER INDS INC Industrials 11,669.0 $1.3M 0.04% -29K -71.2% $110.80 +25.0%
266 VICI VICI PPTYS INC Real Estate 46,215.0 $1.3M 0.04% +15K +49.5% $27.32 +4.8%
267 RH PLC 11,932.0 $1.3M 0.04% +8K +190.5% $105.12
268 URI UNITED RENTALS INC Industrials 1,713.0 $1.2M 0.04% -222.0 -11.5% $728.56 +32.2%
269 VTOL BRISTOW GROUP INC Energy 26,448.0 $1.2M 0.04% NEW $46.89 -8.9%
270 HD HOME DEPOT INC Consumer Cyclical 3,737.0 $1.2M 0.04% +3K +405.0% $328.89 -5.6%
271 WDC WESTERN DIGITAL CORP Technology 4,521.0 $1.2M 0.04% +2K +79.8% $270.49 +79.0%
272 ASML ASML HLDG NV Technology 899.0 $1.2M 0.04% +198.0 +28.2% $1320.83 +23.6%
273 AESI ATLAS ENERGY SOLUTIONS INC Energy 89,747.0 $1.2M 0.04% NEW $13.12 +47.3%
274 ALGN ALIGN TECHNOLOGY INC Healthcare 6,701.0 $1.1M 0.04% NEW $171.43 -4.6%
275 DRI ARDEN RESTAURANTS INC Consumer Cyclical 5,764.0 $1.1M 0.04% -3K -36.0% $196.04 +4.0%
276 KHC KRAFT HEINZ CO Consumer Defensive 49,363.0 $1.1M 0.04% +25K +106.3% $22.49 +6.0%
277 MRSH MARSH & MCLENNAN COS INC Financial Services 6,338.0 $1.1M 0.04% -4K -38.9% $173.45 -6.6%
278 APP APPLOVIN CORP Technology 2,762.0 $1.1M 0.04% NEW $398.00 +29.2%
279 FLOC FLOWCO HLDGS INC Energy 53,359.0 $1.1M 0.04% NEW $20.60 +30.0%
280 AVY AVERY DENNISON CORP Industrials 6,348.0 $1.1M 0.04% NEW $172.68 -7.5%
Page 14 of 24  ·  462 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%