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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 7 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRVL MARVELL TECHNOLOGY INC Technology 12,022.0 $1.0M 0.06% NEW $86.76 +126.3%
122 RMBS RAMBUS INC DEL Technology 9,639.0 $896K 0.05% NEW $92.92 +53.9%
123 REGN REGENERON PHARMACEUTICALS Healthcare 1,090.0 $848K 0.05% NEW $777.61 -17.8%
124 NTES NETEASE INC Technology 5,976.0 $843K 0.05% NEW $141.00 -17.3%
125 LIN LINDE PLC Basic Materials 1,947.0 $828K 0.05% NEW $425.35 +21.7%
126 HALO HALOZYME THERAPEUTICS INC Healthcare 11,660.0 $798K 0.05% NEW $68.46 -0.2%
127 WMT WALMART INC Consumer Defensive 7,118.0 $797K 0.05% NEW $111.92 +7.5%
128 NKE CALL NIKE INC Consumer Cyclical 13,000.0 $795K 0.05% NEW $61.19 -27.0%
129 KRE SPDR SERIES TRUST 12,000.0 $785K 0.04% NEW $65.44 +6.0%
130 EA ELECTRONIC ARTS INC Communication Services 3,788.0 $774K 0.04% NEW $204.35 -1.7%
131 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,925.0 $759K 0.04% NEW $259.50 -12.3%
132 LEIDOS HOLDINGS INC 4,013.0 $736K 0.04% NEW $183.35
133 DIS DISNEY WALT CO Communication Services 6,243.0 $717K 0.04% NEW $114.79 -10.3%
134 NVO NOVO-NORDISK A S Healthcare 13,425.0 $688K 0.04% NEW $51.22 -12.2%
135 VLO VALERO ENERGY CORP Energy 4,145.0 $683K 0.04% NEW $164.86 +49.8%
136 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,265.0 $673K 0.04% NEW $206.01 +68.2%
137 XBI SPDR SERIES TRUST 5,350.0 $651K 0.04% NEW $121.67 +8.2%
138 SNOW SNOWFLAKE INC Technology 2,797.0 $621K 0.04% NEW $222.05 -22.4%
139 ABCL ABCELLERA BIOLOGICS INC Healthcare 182,471.0 $617K 0.04% NEW $3.38 +53.7%
140 EWZ ISHARES INC 19,000.0 $608K 0.04% NEW $31.99 +13.7%
Page 7 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%