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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 22 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AFRM AFFIRM HLDGS INC Technology 744.0 $34K 0.00% NEW $45.82 +50.5%
422 SMURFIT WESTROCK PLC 746.0 $30K 0.00% +13.0 +1.8% $39.85
423 TRN TRINITY INDS INC Industrials 874.0 $28K 0.00% $32.18 +0.7%
424 AMES HARDIE INDS PLC 1,480.0 $28K 0.00% NEW $18.94
425 HPQ HP INC Technology 1,450.0 $28K 0.00% $19.21 +26.3%
426 ENIC ENEL CHILE SA Utilities 7,009.0 $28K 0.00% -647K -98.9% $3.94 +8.3%
427 SN SHARKNINJA INC Consumer Cyclical 256.0 $27K 0.00% NEW $105.90 +9.9%
428 SLB SLB LIMITED Energy 496.0 $25K 0.00% -645.0 -56.5% $51.39 +13.2%
429 SM SM ENERGY COMPANY Energy 749.0 $23K 0.00% $31.18 +3.9%
430 SDGR SCHRODINGER INC Healthcare 2,000.0 $23K 0.00% $11.36 +17.3%
431 Q QNITY ELECTRONICS INC Technology 167.0 $19K 0.00% $115.38 +41.3%
432 PINS PINTEREST INC Communication Services 1,000.0 $18K 0.00% -138K -99.3% $18.34 +6.2%
433 OXY OCCIDENTAL PETE CORP Energy 250.0 $16K 0.00% $65.00 -10.6%
434 SOHU SOHU COM LTD Technology 1,000.0 $15K 0.00% $15.45 -9.8%
435 DD DUPONT DE NEMOURS INC Basic Materials 335.0 $15K 0.00% $45.80 +7.5%
436 MHK MOHAWK INDS INC Consumer Cyclical 111.0 $11K $98.46 +5.2%
437 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 300.0 $9K $30.12 +15.0%
438 MILLROSE PPTYS INC 177.0 $5K $28.00
439 LIVN LIVANOVA PLC Healthcare 71.0 $5K $63.56 +18.2%
440 LIBERTY GLOBAL LTD 326.0 $4K $11.73
Page 22 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%