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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FOX FOX CORP 43,829.0 $2.1M 0.07% NEW $46.84
22 CAAP CORPORACION AMER ARPTS S A Industrials 80,000.0 $2.0M 0.07% NEW $25.22 -2.5%
23 NU NU HLDGS LTD Financial Services 150,000.0 $2.0M 0.07% NEW $13.36 +13.5%
24 BTGO BITGO HOLDINGS INC Financial Services 323,000.0 $1.7M 0.06% NEW $5.18 +35.5%
25 CIEN CIENA CORP Technology 3,281.0 $1.6M 0.06% NEW $490.56 -17.6%
26 CDE COEUR MNG INC Basic Materials 97,931.0 $1.6M 0.06% NEW $16.32 +31.4%
27 SNDK SANDISK CORP Technology 700.0 $1.6M 0.05% NEW $2273.73 -34.1%
28 HL HECLA MINING COMPANY Basic Materials 102,201.0 $1.6M 0.05% NEW $15.43 +34.2%
29 SPLV INVESCO EXCH TRADED FD TR II 20,000.0 $1.5M 0.05% NEW $74.90 +1.3%
30 ARM ARM HOLDINGS PLC Technology 3,977.0 $1.4M 0.05% NEW $354.57 -29.2%
31 RTX RTX CORPORATION Industrials 6,000.0 $1.1M 0.04% NEW $189.73 +11.7%
32 NEBIUS GROUP N.V. 3,500.0 $968K 0.03% NEW $276.50
33 EWT ISHARES INC 8,495.0 $923K 0.03% NEW $108.61 -2.0%
34 BE BLOOM ENERGY CORP Industrials 2,900.0 $878K 0.03% NEW $302.70 -27.9%
35 MSCI MSCI INC Financial Services 1,471.0 $824K 0.03% NEW $560.04 +0.7%
36 UAA UNDER ARMOUR INC Consumer Cyclical 120,469.0 $770K 0.03% NEW $6.39 -19.4%
37 WISE GROUP PLC 59,976.0 $717K 0.03% NEW $11.95
38 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 18,000.0 $599K 0.02% NEW $33.29 +33.6%
39 DT DYNATRACE INC Technology 8,500.0 $373K 0.01% NEW $43.91 +17.5%
40 TRIP TRIPADVISOR INC Consumer Cyclical 25,000.0 $343K 0.01% NEW $13.71 -28.0%
Page 2 of 4  ·  61 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%