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Portfolio (Quarterly) Guide ↗

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

· CIK 0001280487
13F Portfolio $2.8B AUM 435 positions Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 435 New
Page 22 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CDE COEUR MNG INC Basic Materials 166.0 $3K NEW $17.83 +1.6%
422 CART MAPLEBEAR INC Consumer Cyclical 51.0 $2K NEW $44.98 -9.8%
423 DBX DROPBOX INC Technology 74.0 $2K NEW $27.80 -2.9%
424 TER TERADYNE INC Technology 10.0 $2K NEW $193.60 +98.8%
425 KD KYNDRYL HLDGS INC Technology 72.0 $2K NEW $26.56 -54.4%
426 BIOHAVEN LTD 158.0 $2K NEW $11.29
427 NVT NVENT ELECTRIC PLC Industrials 8.0 $816.0 NEW $102.00 +66.0%
428 BXP BXP INC Real Estate 12.0 $810.0 NEW $67.50 -9.8%
429 CRUS CIRRUS LOGIC INC Technology 6.0 $711.0 NEW $118.50 +48.5%
430 LEA LEAR CORP Consumer Cyclical 5.0 $573.0 NEW $114.60 +24.5%
431 TRINSEO PLC 1,000.0 $497.0 NEW $0.50
432 SWKS SKYWORKS SOLUTIONS INC Technology 7.0 $444.0 NEW $63.43 +29.9%
433 VITL VITAL FARMS INC Consumer Defensive 10.0 $319.0 NEW $31.90 -68.2%
434 APLS APELLIS PHARMACEUTICALS INC Healthcare 4.0 $100.0 NEW $25.00 +64.1%
435 FORTINET INC 1.0 $79.0 NEW $79.00
Page 22 of 22  ·  435 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 36.2%
Healthcare 15.8%
Financial Services 9.2%
Communication Services 7.1%
Industrials 6.8%
Energy 5.5%
Consumer Defensive 5.4%
Consumer Cyclical 4.8%
Basic Materials 3.6%
Utilities 3.4%