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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 18 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SEIC SEI INVTS CO Financial Services 4,848.0 $425K 0.01% -39K -88.8% $87.71 +26.9%
342 DKNG DRAFTKINGS INC NEW Consumer Cyclical 15,818.0 $400K 0.01% +5K +48.2% $25.26 -4.1%
343 PH PARKER-HANNIFIN CORP Industrials 400.0 $391K 0.01% +31.0 +8.4% $978.12 +3.4%
344 RJF RAYMOND JAMES FINL INC Financial Services 2,541.0 $386K 0.01% -48K -95.0% $152.03 +15.8%
345 EVR EVERCORE INC Financial Services 1,120.0 $382K 0.01% NEW $341.44 -14.4%
346 ESS ESSEX PPTY TR INC Real Estate 1,287.0 $375K 0.01% +67.0 +5.5% $291.59 -3.7%
347 WFC WELLS FARGO & CO Financial Services 4,443.0 $367K 0.01% -917.0 -17.1% $82.64 +2.8%
348 SBUX STARBUCKS CORP Consumer Cyclical 3,518.0 $360K 0.01% NEW $102.19 +5.0%
349 DVA DAVITA INC Healthcare 1,608.0 $358K 0.01% +103.0 +6.8% $222.48 -19.6%
350 LECO LINCOLN ELEC HLDGS INC Industrials 1,336.0 $355K 0.01% NEW $265.51 +9.1%
351 AA ALCOA CORP Basic Materials 6,800.0 $355K 0.01% $52.14 -1.8%
352 TDC TERADATA CORP DEL Technology 9,770.0 $339K 0.01% NEW $34.65 -17.6%
353 AXP AMERICAN EXPRESS CO Financial Services 999.0 $338K 0.01% -9.0 -0.9% $338.25 -1.2%
354 SHW SHERWIN WILLIAMS CO Basic Materials 981.0 $338K 0.01% -22.0 -2.2% $344.32 +0.3%
355 PAGP PLAINS GP HLDGS L P Energy 13,266.0 $322K 0.01% NEW $24.27 +15.5%
356 DINO HF SINCLAIR CORP Energy 4,589.0 $320K 0.01% -30K -86.9% $69.65 +39.3%
357 MOS MOSAIC CO Basic Materials 14,541.0 $308K 0.01% -98K -87.1% $21.19 +12.1%
358 AGO ASSURED GUARANTY LTD Financial Services 3,842.0 $308K 0.01% NEW $80.16 -5.4%
359 HST HOST HOTELS & RESORTS INC Real Estate 12,603.0 $299K 0.01% NEW $23.71 -5.8%
360 MSA MSA SAFETY INC Industrials 1,701.0 $297K 0.01% NEW $174.58 +9.8%
Page 18 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%