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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 19 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WCN WASTE CONNECTIONS INC Industrials 1,771.0 $295K 0.01% +145.0 +8.9% $166.69 -0.6%
362 SNX TD SYNNEX CORPORATION Technology 1,019.0 $272K 0.01% NEW $267.34 -2.7%
363 RNR RENAISSANCERE HLDGS LTD Financial Services 852.0 $270K 0.01% -8K -90.5% $316.90 +4.3%
364 RBLX ROBLOX CORP Technology 4,809.0 $262K 0.01% +2K +59.3% $54.38 -29.8%
365 ARMK ARAMARK Industrials 4,446.0 $253K 0.01% +2K +59.9% $56.90 +3.5%
366 CAAP CORPORACION AMER ARPTS S A Industrials 10,000.0 $252K 0.01% $25.18 -4.0%
367 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,758.0 $252K 0.01% -1K -30.6% $91.20 -17.2%
368 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,172.0 $238K 0.01% +144.0 +7.1% $109.77 +0.2%
369 DOW DOW HLDGS INC Basic Materials 8,683.0 $238K 0.01% $27.36 +10.9%
370 CSGP COSTAR GROUP INC Real Estate 8,346.0 $236K 0.01% +3K +51.8% $28.32 +10.7%
371 WYNN WYNN RESORTS LTD Consumer Cyclical 2,211.0 $215K 0.01% NEW $97.09 -3.6%
372 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5,082.0 $198K 0.01% +2K +90.8% $38.96 +6.9%
373 TPC TUTOR PERINI CORP Industrials 2,219.0 $184K 0.01% $82.97 +10.8%
374 FANG DIAMONDBACK ENERGY INC Energy 1,000.0 $176K 0.01% $175.78 +14.1%
375 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,593.0 $153K 0.01% NEW $96.12 -51.4%
376 HONEYWELL INTL INC 676.0 $151K 0.01% NEW $223.90
377 HONEYWELL AEROSPACE INC 676.0 $149K 0.00% NEW $221.08
378 WHR WHIRLPOOL CORP Consumer Cyclical 3,135.0 $124K 0.00% -16K -83.2% $39.42 +0.8%
379 ONON ON HLDG AG Consumer Cyclical 3,305.0 $117K 0.00% $35.42 -18.3%
380 SIRI SIRIUSXM HOLDINGS INC Communication Services 3,800.0 $112K 0.00% $29.54 -3.5%
Page 19 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%