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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 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GDDY GODADDY INC Technology 3,750.0 $318K 0.01% NEW $84.88 +15.0%
42 URI UNITED RENTALS INC Industrials 271.0 $307K 0.01% NEW $1132.89 -8.1%
43 MORGAN STANLEY BITCOIN TR 17,400.0 $293K 0.01% NEW $16.85
44 EWY ISHARES INC 1,334.0 $269K 0.01% NEW $201.90 -10.6%
45 AMRIZE LTD 5,000.0 $267K 0.01% NEW $53.46
46 AXP AMERICAN EXPRESS CO Financial Services 670.0 $227K 0.01% NEW $338.25 -1.5%
47 CVX CHEVRON CORPORATION Energy 1,330.0 $220K 0.01% NEW $165.21 +19.9%
48 ORBS EIGHTCO HOLDINGS INC Technology 300,000.0 $209K 0.01% NEW $0.70 +19.6%
49 OKTA OKTA INC Technology 1,000.0 $141K 0.01% NEW $141.46 +17.0%
50 AAL AMERICAN AIRLINES GROUP INC Industrials 6,900.0 $125K 0.00% NEW $18.09 -23.7%
51 AXTI AXT INC Technology 1,500.0 $108K 0.00% NEW $72.08 -6.0%
52 ICLN ISHARES TR 4,777.0 $98K 0.00% NEW $20.49 -13.2%
53 CRWV COREWEAVE INC Technology 977.0 $97K 0.00% NEW $99.54 -10.7%
54 PURR HYPERLIQUID STRATEGIES INC Basic Materials 10,000.0 $77K 0.00% NEW $7.75 +70.7%
55 VICR VICOR CORP Technology 177.0 $67K 0.00% NEW $379.78 -47.9%
56 MDA MDA SPACE LTD Technology 900.0 $37K 0.00% NEW $41.16 -27.3%
57 IREN IREN LIMITED Financial Services 750.0 $33K 0.00% NEW $44.64 -8.8%
58 FLY FIREFLY AEROSPACE INC Industrials 1,000.0 $29K 0.00% NEW $29.40 -24.5%
59 LUNR INTUITIVE MACHINES INC Industrials 1,200.0 $26K 0.00% NEW $21.39 -24.2%
60 VALE VALE S A Basic Materials 1,195.0 $18K 0.00% NEW $15.04 +0.4%
Page 3 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%