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Portfolio (Quarterly) Guide ↗

Intesa Sanpaolo S.p.A.

· CIK 0001374384
13F Portfolio $1.7B AUM 213 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 213 New
Page 6 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RMD RESMED INC Healthcare 7,400.0 $1.8M 0.10% NEW $243.08 -14.4%
102 UNP UNION PAC CORP Industrials 7,178.0 $1.7M 0.10% NEW $233.06 +14.1%
103 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3,309.0 $1.6M 0.09% NEW $496.19 +14.6%
104 CMCSA COMCAST CORP NEW Communication Services 54,169.0 $1.6M 0.09% NEW $29.97 -15.9%
105 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9,525.0 $1.6M 0.09% NEW $163.16 -6.2%
106 FELE FRANKLIN ELEC INC Industrials 15,000.0 $1.6M 0.09% NEW $103.40 -5.0%
107 PYPL PAYPAL HLDGS INC Financial Services 26,000.0 $1.5M 0.09% NEW $59.55 -25.7%
108 SMR NUSCALE PWR CORP Utilities 106,500.0 $1.5M 0.09% NEW $14.31 -20.3%
109 DXCM DEXCOM INC Healthcare 22,600.0 $1.5M 0.09% NEW $67.40 +7.0%
110 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 49,500.0 $1.4M 0.08% NEW $27.72 -31.9%
111 MP MP MATERIALS CORP Basic Materials 26,000.0 $1.3M 0.07% NEW $50.44 +27.8%
112 TSLA TESLA INC Consumer Cyclical 2,866.0 $1.3M 0.07% NEW $454.43 -6.3%
113 SONY SONY GROUP CORP Technology 49,719.0 $1.3M 0.07% NEW $25.72 -13.9%
114 IWM CALL ISHARES TR 5,000.0 $1.2M 0.07% NEW $248.03 +15.0%
115 XOM EXXON MOBIL CORP Energy 9,867.0 $1.2M 0.07% NEW $120.99 +28.0%
116 DUK DUKE ENERGY CORP NEW Utilities 10,000.0 $1.2M 0.07% NEW $117.68 +6.8%
117 SO SOUTHERN CO Utilities 13,407.0 $1.2M 0.07% NEW $87.57 +8.0%
118 XLP SELECT SECTOR SPDR TR 15,000.0 $1.2M 0.07% NEW $78.15 +8.5%
119 PODD INSULET CORP Healthcare 3,900.0 $1.1M 0.06% NEW $287.03 -46.0%
120 CRSP CRISPR THERAPEUTICS AG Healthcare 21,000.0 $1.1M 0.06% NEW $53.19 -5.3%
Page 6 of 11  ·  213 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 32.7%
Consumer Cyclical 18.6%
Healthcare 16.1%
Financial Services 16.1%
Communication Services 7.3%
Industrials 4.7%
Utilities 2.0%
Consumer Defensive 0.9%
Basic Materials 0.8%
Energy 0.6%