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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 8 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SRE SEMPRA Utilities 47,674.0 $4.6M 0.16% +10K +28.0% $97.17 -5.8%
142 UNP UNION PAC CORP Industrials 18,880.0 $4.6M 0.16% +16K +675.0% $242.62 +11.7%
143 LRCX LAM RESEARCH CORP Technology 21,417.0 $4.6M 0.16% -31K -59.4% $213.66 +51.0%
144 GRMN GARMIN LTD Technology 18,571.0 $4.3M 0.15% -626.0 -3.3% $232.01 +2.8%
145 TDY TELEDYNE TECHNOLOGIES INC Technology 7,119.0 $4.3M 0.15% -544.0 -7.1% $605.01 +3.8%
146 HCA HCA HEALTHCARE INC Healthcare 8,999.0 $4.3M 0.15% -3K -23.6% $473.24 -17.1%
147 LNC LINCOLN NATL CORP IND Financial Services 117,408.0 $4.2M 0.15% +11K +10.3% $35.50 +0.8%
148 INTC INTEL CORP Technology 92,673.0 $4.1M 0.14% +79K +591.1% $44.13 +179.9%
149 IONS ONIS PHARMACEUTICALS INC Healthcare 54,269.0 $4.1M 0.14% -67K -55.4% $75.09 +1.3%
150 CRUS IRRUS LOGIC INC Technology 28,166.0 $4.1M 0.14% +28K +10000.0% $144.62 +23.3%
151 IDYA IDEAYA BIOSCIENCES INC Healthcare 122,064.0 $4.1M 0.14% +9K +7.6% $33.32 -11.9%
152 APH AMPHENOL CORP Technology 31,872.0 $4.0M 0.14% +380.0 +1.2% $126.35 +10.5%
153 DHR DANAHER CORP DEL Healthcare 20,896.0 $4.0M 0.14% -19K -48.0% $189.60 -8.9%
154 KO COCA COLA CO Consumer Defensive 51,089.0 $3.9M 0.14% -132K -72.0% $76.05 +5.8%
155 DUOL DUOLINGO INC Technology 39,311.0 $3.9M 0.14% +11K +40.6% $98.57 +8.0%
156 VRT VERTIV HOLDINGS CO Industrials 15,285.0 $3.8M 0.14% -475.0 -3.0% $250.58 +29.3%
157 SNOW SNOWFLAKE INC Technology 25,359.0 $3.8M 0.13% -2K -8.1% $150.82 +17.8%
158 WPM HEATON PRECIOUS METALS CORP Basic Materials 29,116.0 $3.8M 0.13% -12K -28.9% $131.01 -3.4%
159 ENTERGY CORP NEW 33,606.0 $3.8M 0.13% +4K +12.7% $112.36
160 MATX MATSON INC Industrials 22,553.0 $3.7M 0.13% +6K +38.1% $163.94 +12.6%
Page 8 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%