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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 8 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC Consumer Cyclical 126,178.0 $5.2M 0.15% +12K +10.7% $41.05 -6.4%
142 SPGI S&P GLOBAL INC Financial Services 12,678.0 $5.2M 0.15% -229.0 -1.8% $407.26 +6.9%
143 IDYA IDEAYA BIOSCIENCES INC Healthcare 138,336.0 $5.2M 0.15% +16K +13.3% $37.27 +12.1%
144 BUR BURFORD CAPITAL LIMITED Financial Services 1,251,348.0 $5.1M 0.15% +759K +154.1% $4.10 +5.4%
145 TRGP TARGA RES CORP Energy 19,075.0 $5.1M 0.15% NEW $268.14 +7.8%
146 WTRG ESSENTIAL UTILS INC Utilities 133,442.0 $5.1M 0.15% +54K +67.8% $38.31 +5.8%
147 ECL ECOLAB INC Basic Materials 18,001.0 $5.0M 0.15% -9K -33.9% $278.61 +2.6%
148 SRRK SCHOLAR ROCK HLDG CORP Healthcare 91,018.0 $5.0M 0.15% -8K -7.8% $55.00 +7.7%
149 CLH CLEAN HARBORS INC Industrials 16,567.0 $4.9M 0.15% -430.0 -2.5% $298.75 +4.4%
150 INCY INCYTE CORP Healthcare 42,853.0 $4.9M 0.15% -10K -18.5% $113.36 +12.7%
151 GRMN GARMIN LTD Technology 20,409.0 $4.8M 0.15% +2K +9.9% $237.54 +22.0%
152 TRMB TRIMBLE INC Technology 94,121.0 $4.8M 0.14% +46K +96.9% $51.18 +20.2%
153 AEP AMERICAN ELEC PWR CO INC Utilities 35,134.0 $4.8M 0.14% +8K +31.2% $136.81 -10.3%
154 SN SHARKNINJA INC Consumer Cyclical 31,535.0 $4.8M 0.14% +31K +10000.0% $152.27 +26.7%
155 RL RALPH LAUREN CORP Consumer Cyclical 11,752.0 $4.7M 0.14% -4K -23.1% $401.41 -12.3%
156 HUBS HUBSPOT INC Technology 25,359.0 $4.6M 0.14% +4K +17.7% $182.51 +40.2%
157 D DOMINION ENERGY INC Utilities 67,282.0 $4.6M 0.14% +12K +21.9% $68.29 -2.7%
158 ENTERGY CORP NEW 39,805.0 $4.6M 0.14% +6K +18.4% $114.86
159 GWW WW GRAINGER INC Industrials 3,357.0 $4.6M 0.14% +3K +4836.8% $1360.40 -2.9%
160 DIS DISNEY WALT CO Communication Services 46,523.0 $4.5M 0.13% -170K -78.5% $96.25 +11.0%
Page 8 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%