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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 4 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 159,138.0 $11.6M 0.41% -11K -6.4% $72.69 +7.3%
62 PBR PETROLEO BRASILEIRO S A Energy 552,365.0 $11.5M 0.40% +270K +95.5% $20.75 -6.5%
63 SYK STRYKER CORPORATION Healthcare 34,602.0 $11.4M 0.40% +30K +591.1% $328.59 -4.7%
64 LIBERTY MEDIA CORP DEL 130,963.0 $11.1M 0.39% NEW $85.02
65 CTVA CORTEVA INC Basic Materials 132,291.0 $11.1M 0.39% -10K -7.2% $83.71 -5.5%
66 BSX BOSTON SCIENTIFIC CORP Healthcare 176,421.0 $11.1M 0.39% +86K +96.0% $62.75 -8.1%
67 EL LAUDER ESTEE COS INC Consumer Defensive 154,096.0 $11.1M 0.39% -32K -17.0% $71.77 +20.7%
68 PANW PALO ALTO NETWORKS INC Technology 68,773.0 $11.0M 0.39% +10K +17.6% $160.32 +60.1%
69 XYL XYLEM INC Industrials 91,015.0 $10.9M 0.38% +3K +3.3% $119.50 -7.7%
70 PHM ULTE GROUP INC Consumer Cyclical 92,146.0 $10.8M 0.38% -44K -32.3% $117.61 +0.2%
71 ENPH ENPHASE ENERGY INC Energy 286,190.0 $10.8M 0.38% +20K +7.4% $37.81 +76.9%
72 OKTA KTA INC Technology 137,420.0 $10.8M 0.38% +8K +6.1% $78.71 +19.2%
73 V VISA INC Financial Services 35,185.0 $10.6M 0.37% +3K +8.7% $302.24 +8.0%
74 UBER BER TECHNOLOGIES INC Technology 146,108.0 $10.5M 0.37% -2K -1.5% $71.93 -2.5%
75 AES AES CORP Utilities 741,059.0 $10.4M 0.37% +6K +0.8% $14.09 +4.1%
76 ZM ZOOM COMMUNICATIONS INC Technology 129,176.0 $10.4M 0.36% -33K -20.5% $80.39 +31.4%
77 CVS CVS HEALTH CORP Healthcare 144,314.0 $10.4M 0.36% +32K +28.6% $71.82 +26.3%
78 VRSK VERISK ANALYTICS INC Industrials 54,147.0 $10.3M 0.36% +38K +239.4% $189.75 -9.6%
79 WM WASTE MGMT INC DEL Industrials 44,034.0 $10.1M 0.36% +11K +33.7% $229.79 -5.2%
80 LIN LINDE PLC Basic Materials 19,498.0 $9.7M 0.34% +4K +24.6% $495.76 +3.9%
Page 4 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%