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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 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 A AGILENT TECHNOLOGIES INC Healthcare 4,081.0 $562K 0.03% NEW $137.62 -16.5%
142 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 50,000.0 $560K 0.03% NEW $11.20 +15.8%
143 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,855.0 $535K 0.03% NEW $187.46 -28.7%
144 FERROVIAL SE 7,849.0 $513K 0.03% NEW $65.38
145 MS MORGAN STANLEY Financial Services 2,859.0 $512K 0.03% NEW $179.08 +12.3%
146 MELI MERCADOLIBRE INC Consumer Cyclical 239.0 $483K 0.03% NEW $2020.88 -17.6%
147 GM GENERAL MTRS CO Consumer Cyclical 5,741.0 $473K 0.03% NEW $82.33 -4.3%
148 AME AMETEK INC Industrials 2,190.0 $453K 0.03% NEW $207.03 +8.4%
149 AMAT APPLIED MATLS INC Technology 1,681.0 $444K 0.03% NEW $264.26 +63.5%
150 GRMN GARMIN LTD Technology 2,163.0 $444K 0.03% NEW $205.09 +17.4%
151 GS GOLDMAN SACHS GROUP INC Financial Services 501.0 $443K 0.03% NEW $884.42 +12.7%
152 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,800.0 $413K 0.02% NEW $147.36 -11.8%
153 GEN GEN DIGITAL INC Technology 14,486.0 $398K 0.02% NEW $27.50 -9.7%
154 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,800.0 $373K 0.02% NEW $47.81 -6.0%
155 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 2,500.0 $368K 0.02% NEW $147.36 -11.8%
156 SBS COMPANHIA DE SANEAMENTO BASI Utilities 15,000.0 $362K 0.02% NEW $24.14 -76.6%
157 TDY TELEDYNE TECHNOLOGIES INC Technology 681.0 $353K 0.02% NEW $518.00 +19.8%
158 COIN COINBASE GLOBAL INC Financial Services 1,500.0 $347K 0.02% NEW $231.60 -20.1%
159 ZS ZSCALER INC Technology 1,467.0 $334K 0.02% NEW $227.97 -25.0%
160 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 8,000.0 $333K 0.02% NEW $41.68 -18.5%
Page 8 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%