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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 20 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FEDEX FGHT HLDG CO INC 728.0 $110K 0.00% NEW $151.00
382 GEV GE VERNOVA INC Utilities 93.0 $109K 0.00% $1174.86 -18.8%
383 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 1,441.0 $107K 0.00% -34K -95.9% $74.04 +8.6%
384 SYM SYMBOTIC INC Industrials 2,274.0 $102K 0.00% +278.0 +13.9% $44.95 -8.5%
385 ASML ASML HLDG NV Technology 51.0 $101K 0.00% -848.0 -94.3% $1989.43 -12.8%
386 ACA ARCOSA INC Industrials 582.0 $85K 0.00% $145.29 +0.1%
387 SONY SONY GROUP CORP Technology 4,001.0 $80K 0.00% $20.06 +20.0%
388 WSBC WESBANCO INC Financial Services 2,000.0 $78K 0.00% $39.03 +3.6%
389 BLOCK INC 1,013.0 $77K 0.00% -1K -56.6% $76.00
390 HMY HARMONY GOLD MNG LTD Basic Materials 5,000.0 $76K 0.00% $15.21 +38.3%
391 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 2,000.0 $70K 0.00% $35.09 +0.4%
392 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 4,000.0 $69K 0.00% $17.20 -3.0%
393 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 1,500.0 $63K 0.00% $41.95 +14.3%
394 USAR USA RARE EARTH INC Basic Materials 2,500.0 $54K 0.00% $21.58 -10.8%
395 NTR NUTRIEN LTD Basic Materials 820.0 $52K 0.00% $62.95 +16.1%
396 ALB ALBEMARLE CORP Basic Materials 335.0 $45K 0.00% $135.03 +0.5%
397 CNH INDL N V 3,944.0 $44K 0.00% -17K -81.5% $11.23
398 LEN LENNAR CORP Consumer Cyclical 457.0 $41K 0.00% $90.49 -5.9%
399 FLAGSTAR BANK NATIONAL ASSOC 2,677.0 $40K 0.00% $14.94
400 THO THOR INDS INC Consumer Cyclical 500.0 $38K 0.00% $75.16 +1.5%
Page 20 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%