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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 22 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TECH BIO-TECHNE CORP Healthcare 76.0 $5K NEW $70.64 +2.6%
422 MILLROSE PPTYS INC 177.0 $5K $30.05
423 LIBERTY GLOBAL LTD 326.0 $4K $11.00
424 CART MAPLEBEAR INC Consumer Cyclical 51.0 $2K $47.35 +6.7%
425 DASH DOORDASH INC Communication Services 11.0 $2K $184.55 +25.6%
426 AES AES CORP Utilities 100.0 $1K -741K -100.0% $14.66 +0.4%
427 NVT NVENT ELEC PLC Industrials 8.0 $1K $169.62 -8.7%
428 VSNT VERSANT MEDIA GROUP INC Industrials 35.0 $1K $36.00 +10.3%
429 SNA SNAP ON INC Industrials 3.0 $1K -3K -99.9% $402.33 -1.5%
430 TIGO MILLICOM INTL CELLULAR S A Communication Services 11.0 $998.0 -30K -100.0% $90.73 +2.5%
431 OKLO OKLO INC Utilities 18.0 $942.0 -60K -100.0% $52.33 -18.5%
432 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 70.0 $930.0 -63K -99.9% $13.29 -22.9%
433 KD KYNDRYL HLDGS INC Technology 72.0 $814.0 $11.31 +16.1%
434 LEA LEAR CORP Consumer Cyclical 5.0 $670.0 $134.00 -8.0%
435 ENIC ENEL CHILE SA Utilities 148.0 $645.0 -7K -97.9% $4.36 +1.8%
436 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2.0 $586.0 -628.0 -99.7% $293.00 +4.3%
437 SWKS SKYWORKS SOLUTIONS INC Technology 7.0 $475.0 $67.86 -1.9%
438 AXIA ENERGIA SA 44.0 $464.0 -1.0 -2.2% $10.55
439 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7.0 $369.0 -23K -100.0% $52.71 +19.5%
440 AFL AFLAC INC Financial Services 3.0 $352.0 -4.0 -57.1% $117.33 -0.7%
Page 22 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%