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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 4 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TNK TEEKAY TANKERS LTD Energy 228,717.0 $14.8M 0.45% NEW $64.87 +34.2%
62 DXCM DEXCOM INC Healthcare 216,719.0 $14.6M 0.44% +188K +653.0% $67.35 +34.1%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 340,559.0 $14.4M 0.43% +150K +79.0% $42.34 +17.9%
64 AMT AMERICAN TOWER CORP Real Estate 85,263.0 $13.9M 0.42% +3K +4.2% $163.57 +7.2%
65 MRSH MARSH & MCLENNAN COS INC Financial Services 82,946.0 $13.8M 0.41% +77K +1208.7% $166.67 +14.7%
66 LIBERTY MEDIA CORP DEL 143,539.0 $13.7M 0.41% +13K +9.6% $95.14
67 ENPH ENPHASE ENERGY INC Energy 269,721.0 $13.3M 0.40% -16K -5.8% $49.24 -21.3%
68 WMT WALMART INC Consumer Defensive 117,226.0 $13.3M 0.40% -125K -51.5% $113.26 -9.2%
69 DE DEERE & CO Industrials 20,218.0 $12.8M 0.39% +4K +22.7% $634.33 -1.9%
70 ANET ARISTA NETWORKS INC Technology 74,716.0 $12.7M 0.38% +14K +23.0% $169.88 +18.7%
71 EW EDWARDS LIFESCIENCES CORP Healthcare 138,960.0 $12.6M 0.38% +128K +1135.5% $90.46 +0.8%
72 LIN LINDE PLC Basic Materials 23,912.0 $12.4M 0.37% +4K +22.6% $518.94 -6.5%
73 PHM PULTE GROUP INC Consumer Cyclical 89,488.0 $12.3M 0.37% -3K -2.9% $137.21 -7.1%
74 CL COLGATE PALMOLIVE CO Consumer Defensive 132,312.0 $12.1M 0.36% -28K -17.3% $91.68 -0.1%
75 NXT NEXTPOWER INC Technology 100,971.0 $12.0M 0.36% -15K -13.1% $119.14 -24.4%
76 RF REGIONS FINANCIAL CORP NEW Financial Services 392,043.0 $11.8M 0.35% +57K +17.2% $30.20 +0.5%
77 ZTS ZOETIS INC Healthcare 163,170.0 $11.7M 0.35% +157K +2755.6% $71.86 +4.7%
78 FIS FIDELITY NATL INFORMATION SV Technology 298,496.0 $11.6M 0.35% -50K -14.4% $38.88 +4.6%
79 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 470,923.0 $11.5M 0.34% -12K -2.4% $24.44 -6.6%
80 COF CAPITAL ONE FINL CORP Financial Services 56,841.0 $11.4M 0.34% +14K +32.2% $200.62 +8.3%
Page 4 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%