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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 16 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TPB TURNING PT BRANDS INC Consumer Defensive 9,888.0 $858K 0.03% NEW $86.79 +2.9%
302 CCL CARNIVAL CORP Consumer Cyclical 32,960.0 $853K 0.03% NEW $25.88 +3.2%
303 BMEA BIOMEA FUSION INC Healthcare 557,036.0 $852K 0.03% -74K -11.8% $1.53 -7.8%
304 AGCO AGCO CORP Industrials 7,173.0 $831K 0.03% +2K +49.7% $115.87 -1.3%
305 IBM INTERNATIONAL BUSINESS MACHS Technology 3,407.0 $826K 0.03% -5K -59.4% $242.39 +3.4%
306 MUX MCEWEN INC. Basic Materials 38,978.0 $796K 0.03% +21K +111.8% $20.42 +7.8%
307 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,720.0 $768K 0.03% -238.0 -8.1% $282.37 +26.0%
308 MMM M CO Industrials 4,997.0 $726K 0.03% NEW $145.23 +6.1%
309 EA ELECTRONIC ARTS INC Communication Services 3,521.0 $718K 0.03% $203.87 -1.3%
310 FRPT FRESHPET INC Consumer Defensive 12,120.0 $715K 0.03% +6K +92.0% $58.96 -13.5%
311 CMC COMMERCIAL METALS CO Basic Materials 11,601.0 $713K 0.03% -2K -12.7% $61.43 +20.0%
312 RGA REINSURANCE GROUP AMER INC Financial Services 3,475.0 $709K 0.03% +1K +42.3% $204.16 +3.9%
313 TECHNIPFMC PLC 10,246.0 $708K 0.03% NEW $69.13
314 STVN TEVANATO GROUP S P A Healthcare 50,000.0 $688K 0.02% -411K -89.2% $13.75 +30.7%
315 ZTS ZOETIS INC Healthcare 5,714.0 $675K 0.02% $118.21 -31.2%
316 BDX BECTON DICKINSON & CO Healthcare 4,279.0 $673K 0.02% NEW $157.23 -6.0%
317 CAT CATERPILLAR INC Industrials 949.0 $672K 0.02% NEW $708.46 +28.2%
318 EQIX EQUINIX INC Real Estate 681.0 $668K 0.02% -12.0 -1.7% $980.24 +9.9%
319 MDLZ MONDELEZ INTL INC Consumer Defensive 11,438.0 $659K 0.02% +4K +51.7% $57.64 +6.2%
320 TPR TAPESTRY INC Consumer Cyclical 4,661.0 $658K 0.02% -4K -47.2% $141.11 -0.3%
Page 16 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%