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Portfolio (Quarterly) Guide ↗

Intesa Sanpaolo S.p.A.

· CIK 0001374384
13F Portfolio $2.9B AUM 237 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 61 New 55 Added 104 Reduced 37 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIN LINDE PLC Basic Materials 2,123.0 $1.1M 0.04% +176.0 +9.0% $518.94 -6.4%
42 COIN COINBASE GLOBAL INC Financial Services 7,000.0 $1.0M 0.04% +6K +366.7% $145.74 +30.0%
43 HD HOME DEPOT INC Consumer Cyclical 2,719.0 $959K 0.03% +3K +10000.0% $352.68 -7.0%
44 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 30,000.0 $921K 0.03% +22K +275.0% $30.71 +22.5%
45 GRMN GARMIN LTD Technology 2,974.0 $706K 0.02% +811.0 +37.5% $237.54 +21.9%
46 AME AMETEK INC Industrials 2,891.0 $699K 0.02% +701.0 +32.0% $241.94 +0.6%
47 NVO NOVO-NORDISK A S Healthcare 14,325.0 $687K 0.02% +900.0 +6.7% $47.94 -3.5%
48 SBS COMPANHIA DE SANEAMENTO BASI Utilities 110,000.0 $636K 0.02% +95K +633.3% $5.78 -16.1%
49 TDY TELEDYNE TECHNOLOGIES INC Technology 912.0 $608K 0.02% +231.0 +33.9% $666.90 -6.0%
50 DASH DOORDASH INC Communication Services 2,716.0 $501K 0.02% +2K +279.3% $184.53 +25.7%
51 MOS MOSAIC CO Basic Materials 19,666.0 $417K 0.01% +14K +232.9% $21.19 +12.5%
52 BALL BALL CORP Consumer Cyclical 4,798.0 $299K 0.01% +2K +45.5% $62.40 +1.8%
53 SBUX STARBUCKS CORP Consumer Cyclical 2,547.0 $260K 0.01% +1K +110.7% $102.19 +4.7%
54 TRMB TRIMBLE INC Technology 4,354.0 $223K 0.01% +850.0 +24.3% $51.18 +20.3%
55 MRNA MODERNA INC Healthcare 2,434.0 $170K 0.01% +750.0 +44.5% $70.00 +102.9%
Page 3 of 3  ·  55 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
Healthcare 28.9%
Technology 28.7%
Consumer Cyclical 13.6%
Financial Services 12.0%
Communication Services 7.2%
Industrials 3.6%
Basic Materials 2.9%
Consumer Defensive 1.1%
Utilities 1.0%
Energy 0.8%