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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 9 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 16,928.0 $4.5M 0.13% +2K +15.1% $263.26 +37.2%
162 CVX CHEVRON CORPORATION Energy 26,671.0 $4.4M 0.13% -54K -66.8% $165.76 +20.4%
163 EIX EDISON INTL Utilities 59,288.0 $4.4M 0.13% +38K +183.8% $74.45 -1.0%
164 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 202,097.0 $4.3M 0.13% NEW $21.45 +23.3%
165 VLTO VERALTO CORP Industrials 48,870.0 $4.3M 0.13% +16K +49.1% $88.68 +10.9%
166 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 25,658.0 $4.3M 0.13% +13K +102.9% $168.54 -7.5%
167 IONS IONIS PHARMACEUTICALS INC Healthcare 53,795.0 $4.3M 0.13% -474.0 -0.9% $79.29 -21.3%
168 VTOL BRISTOW GROUP INC Energy 100,351.0 $4.1M 0.12% +74K +279.4% $41.32 +11.0%
169 CBOE CBOE GLOBAL MKTS INC Financial Services 16,766.0 $4.1M 0.12% +16K +1626.7% $242.67 +29.4%
170 NTRA NATERA INC Healthcare 14,690.0 $4.0M 0.12% NEW $271.45 +24.8%
171 EXPE EXPEDIA GROUP INC Consumer Cyclical 15,335.0 $3.9M 0.12% +13K +489.4% $255.88 +24.6%
172 VLO VALERO ENERGY CORP Energy 14,968.0 $3.9M 0.12% +13K +708.6% $260.44 +33.1%
173 CANADIAN PACIFIC KANSAS CITY 44,341.0 $3.8M 0.12% -2K -4.5% $86.65
174 BKNG BOOKING HOLDINGS INC Consumer Cyclical 21,416.0 $3.8M 0.12% +21K +10000.0% $178.24 +13.6%
175 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 290,599.0 $3.8M 0.11% -64K -18.1% $13.02 +4.8%
176 QCOM QUALCOMM INC Technology 20,406.0 $3.8M 0.11% -22K -52.0% $184.79 -10.8%
177 KEY KEYCORP Financial Services 160,548.0 $3.7M 0.11% -22K -12.0% $23.05 -4.5%
178 MA MASTERCARD INCORPORATED Financial Services 7,060.0 $3.6M 0.11% -73.0 -1.0% $513.60 +15.2%
179 BSX BOSTON SCIENTIFIC CORP Healthcare 83,972.0 $3.6M 0.11% -92K -52.4% $42.68 +9.3%
180 VRT VERTIV HOLDINGS CO Industrials 10,676.0 $3.6M 0.11% -5K -30.1% $334.82 -19.6%
Page 9 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%