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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 3 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 251,706.0 $19.2M 0.58% +93K +58.2% $76.40 +4.0%
42 EMR EMERSON ELEC CO Industrials 132,411.0 $19.0M 0.57% +23K +20.6% $143.15 +9.8%
43 JNJ JOHNSON & JOHNSON Healthcare 74,163.0 $18.8M 0.56% -39K -34.6% $253.97 +4.1%
44 GILD GILEAD SCIENCES INC Healthcare 148,589.0 $18.8M 0.56% -99K -40.0% $126.34 +16.2%
45 VEEV VEEVA SYS INC Healthcare 104,808.0 $18.6M 0.56% +57K +118.5% $177.47 +65.9%
46 C CITIGROUP INC Financial Services 130,038.0 $18.2M 0.55% +7K +5.9% $139.96 -5.4%
47 TDW TIDEWATER INC NEW Energy 265,133.0 $17.7M 0.53% -18K -6.3% $66.63 +34.5%
48 CSCO CISCO SYS INC Technology 149,046.0 $17.5M 0.53% -116K -43.8% $117.46 -4.4%
49 EL LAUDER ESTEE COS INC Consumer Defensive 218,194.0 $17.2M 0.52% +64K +41.6% $78.95 +34.4%
50 FITB FIFTH THIRD BANCORP Financial Services 304,405.0 $17.2M 0.52% +130K +74.4% $56.37 -3.5%
51 BRKR BRUKER CORP Healthcare 284,435.0 $17.1M 0.51% -198K -41.1% $60.18 -2.7%
52 AMD ADVANCED MICRO DEVICES INC Technology 28,200.0 $16.4M 0.49% -18K -38.5% $580.91 -17.8%
53 AWK AMERICAN WTR WKS CO INC NEW Utilities 124,269.0 $16.4M 0.49% +10K +8.6% $131.58 +3.9%
54 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 17,346.0 $16.2M 0.49% +16K +1166.1% $935.47 +0.7%
55 LNG CHENIERE ENERGY INC Energy 67,740.0 $16.2M 0.49% +51K +303.6% $239.01 +16.6%
56 V VISA INC Financial Services 46,589.0 $16.0M 0.48% +11K +32.4% $343.09 +10.9%
57 KMI KINDER MORGAN INC DEL Energy 499,780.0 $16.0M 0.48% -114K -18.6% $31.97 -1.5%
58 CF CF INDUSTRIES HOLD Basic Materials 145,755.0 $15.8M 0.47% +41K +39.2% $108.26 +14.2%
59 ZM ZOOM COMMUNICATIONS INC Technology 179,741.0 $15.5M 0.47% +51K +39.1% $86.31 +12.5%
60 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 499,815.0 $15.3M 0.46% +53K +11.9% $30.71 +21.7%
Page 3 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%