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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 2 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NEXTERA ENERGY INC Utilities 290,881.0 $27.0M 0.95% -68K -18.9% $92.88 -5.6%
22 META META PLATFORMS INC Communication Services 45,314.0 $25.9M 0.91% +11K +33.1% $572.13 +7.0%
23 GOOG LPHABET INC Communication Services 83,732.0 $24.0M 0.84% +9K +12.4% $286.86 +34.2%
24 BAC BANK AMERICA CORP Financial Services 486,205.0 $23.7M 0.83% -114K -19.1% $48.75 +7.1%
25 TDW TIDEWATER INC NEW Energy 282,838.0 $23.6M 0.83% +244K +631.6% $83.55 -5.8%
26 BE BLOOM ENERGY CORP Industrials 174,200.0 $23.6M 0.83% +24K +16.1% $135.49 +123.2%
27 DAR DARLING INGREDIENTS INC Consumer Defensive 369,421.0 $22.8M 0.80% -123K -25.0% $61.85 -4.0%
28 DIS DISNEY WALT CO Communication Services 216,584.0 $20.9M 0.73% -9K -4.2% $96.38 +7.2%
29 CSCO CISCO SYS INC Technology 265,359.0 $20.6M 0.72% +8K +3.0% $77.59 +52.5%
30 KMI INDER MORGAN INC DEL Energy 613,814.0 $20.6M 0.72% -174K -22.1% $33.53 -1.9%
31 BK BANK NEW YORK MELLON CORP Financial Services 171,017.0 $20.3M 0.71% +76K +79.5% $118.63 +18.9%
32 BERKSHIRE HATHAWAY INC DEL 41,258.0 $19.8M 0.69% +3K +9.0% $479.20
33 PFE PFIZER INC Healthcare 657,881.0 $18.5M 0.65% +581K +754.9% $28.08 -7.9%
34 COIN COINBASE GLOBAL INC Financial Services 105,048.0 $18.3M 0.65% +64K +158.3% $174.61 +3.1%
35 BRKR BRUKER CORP Healthcare 482,859.0 $17.4M 0.61% NEW $36.12 +29.9%
36 RIG TRANSOCEAN LTD Energy 2,597,366.0 $17.2M 0.60% +2.0M +358.8% $6.63 -2.4%
37 WBI WATERBRIDGE INFRASTRUCTURE L Energy 641,861.0 $17.2M 0.60% NEW $26.79 +16.3%
38 CVX CHEVRON CORPORATION Energy 80,415.0 $16.6M 0.58% -4K -4.5% $206.90 -10.7%
39 FSLR FIRST SOLAR INC Energy 83,772.0 $16.5M 0.58% +426.0 +0.5% $197.26 +36.8%
40 FIS FIDELITY NATL INFORMATION SV Technology 348,766.0 $16.4M 0.57% +92K +35.9% $46.91 -10.0%
Page 2 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%