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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 21 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DUOL DUOLINGO INC Technology 320.0 $37K 0.00% -39K -99.2% $115.02 +25.1%
402 HPE HEWLETT PACKARD ENTERPRISE C Technology 755.0 $34K 0.00% NEW $45.11 +20.2%
403 SDGR SCHRODINGER INC Healthcare 2,000.0 $32K 0.00% $16.25 +24.8%
404 TRN TRINITY INDS INC Industrials 874.0 $30K 0.00% $34.58 -15.1%
405 Q QNITY ELECTRONICS INC Technology 167.0 $27K 0.00% $163.31 -22.9%
406 PM PHILIP MORRIS INTL INC Consumer Defensive 140.0 $25K 0.00% NEW $180.91 +5.4%
407 CLVT CLARIVATE PLC Technology 11,473.0 $25K 0.00% -11K -48.9% $2.16 -5.8%
408 SLB SLB LIMITED Energy 496.0 $23K 0.00% $46.49 +19.5%
409 CMCSA COMCAST CORP NEW Communication Services 893.0 $22K 0.00% -51K -98.3% $24.55 +8.2%
410 PINS PINTEREST INC Communication Services 1,000.0 $21K 0.00% $21.03 +8.7%
411 SM SM ENERGY COMPANY Energy 749.0 $20K 0.00% $26.10 +40.5%
412 ZS ZSCALER INC Technology 114.0 $16K -3K -96.7% $141.15 +32.5%
413 DUPONT DE NEMOURS INC 111.0 $15K NEW $135.64
414 MHK MOHAWK INDS INC Consumer Cyclical 111.0 $13K $121.33 +7.6%
415 OXY OCCIDENTAL PETE CORP Energy 250.0 $12K $48.57 +22.1%
416 SOHU SOHU COM LTD Technology 1,000.0 $12K $12.12 +16.6%
417 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 300.0 $10K $33.88 +11.3%
418 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 250.0 $8K -54K -99.5% $34.00 +9.5%
419 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 124.0 $8K -704.0 -85.0% $64.01 +13.6%
420 LIVN LIVANOVA PLC Healthcare 71.0 $6K $82.23 -2.8%
Page 21 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%