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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 16 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ALGN ALIGN TECHNOLOGY INC Healthcare 5,739.0 $968K 0.03% -962.0 -14.4% $168.66 -5.8%
302 MRVL MARVELL TECHNOLOGY INC Technology 3,200.0 $953K 0.03% $297.89 -18.9%
303 EQIX EQUINIX INC Real Estate 909.0 $948K 0.03% +228.0 +33.5% $1042.39 +3.3%
304 AME AMETEK INC Industrials 3,886.0 $940K 0.03% +1K +49.5% $241.94 +0.7%
305 CARNIVAL CORP LTD 32,845.0 $938K 0.03% NEW $28.57
306 DAR DARLING INGREDIENTS INC Consumer Defensive 16,254.0 $888K 0.03% -353K -95.6% $54.62 +12.4%
307 CASY CASEYS GEN STORES INC Consumer Cyclical 1,114.0 $885K 0.03% NEW $794.79 -4.0%
308 DLR DIGITAL RLTY TR INC Real Estate 4,913.0 $882K 0.03% +2K +76.2% $179.58 +7.0%
309 CIEN CIENA CORP Technology 1,744.0 $856K 0.03% -2K -54.8% $490.56 -18.5%
310 HPQ HP INC Technology 38,757.0 $850K 0.03% +37K +2572.9% $21.94 +35.1%
311 ALV AUTOLIV INC Consumer Cyclical 7,033.0 $817K 0.03% NEW $116.17 +5.8%
312 CPRT COPART INC Industrials 28,807.0 $812K 0.02% -123K -81.0% $28.19 +16.2%
313 AXTA AXALTA COATING SYS LTD Basic Materials 23,510.0 $805K 0.02% +3K +17.1% $34.22 +7.2%
314 MMM 3M CO Industrials 4,845.0 $784K 0.02% -152.0 -3.0% $161.91 +10.5%
315 RGA REINSURANCE GROUP AMER INC Financial Services 3,678.0 $782K 0.02% +203.0 +5.8% $212.65 +15.7%
316 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 13,751.0 $755K 0.02% -2K -13.4% $54.90 -17.5%
317 MDLZ MONDELEZ INTL INC Consumer Defensive 12,960.0 $750K 0.02% +2K +13.3% $57.84 +7.9%
318 FRO FRONTLINE PLC Energy 21,510.0 $748K 0.02% NEW $34.79 +25.8%
319 EA ELECTRONIC ARTS INC Communication Services 3,521.0 $722K 0.02% $205.04 +2.3%
320 TPR TAPESTRY INC Consumer Cyclical 4,792.0 $701K 0.02% +131.0 +2.8% $146.38 -15.8%
Page 16 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%