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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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XYL XYLEM INC Industrials 40,318.0 $4.8M 0.16% -21K -33.8% $118.21 -4.6%
22 AWK AMERICAN WTR WKS CO INC NEW Utilities 35,921.0 $4.7M 0.16% -28K -44.1% $131.58 +4.1%
23 ECL ECOLAB INC Basic Materials 16,695.0 $4.7M 0.16% -16K -48.6% $278.61 +2.9%
24 VLTO VERALTO CORP Industrials 52,434.0 $4.6M 0.16% -33K -38.6% $88.68 +10.7%
25 PH PARKER-HANNIFIN CORP Industrials 4,660.0 $4.6M 0.16% -11K -69.7% $978.15 +3.3%
26 EQIX EQUINIX INC Real Estate 4,119.0 $4.3M 0.15% -769.0 -15.7% $1048.48 +2.7%
27 DB DEUTSCHE BK AG Financial Services 103,168.0 $3.5M 0.12% -396K -79.3% $33.75 +18.6%
28 FORTINET INC 20,430.0 $3.1M 0.11% -14K -41.2% $153.62
29 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 57,795.0 $2.9M 0.10% -73K -55.7% $50.53 -3.5%
30 PLTR PALANTIR TECHNOLOGIES INC Technology 24,409.0 $2.8M 0.10% -9K -26.7% $116.67 +59.7%
31 MRVL MARVELL TECHNOLOGY INC Technology 8,824.0 $2.6M 0.09% -3K -26.6% $297.89 -19.2%
32 HOOD ROBINHOOD MKTS INC Financial Services 25,041.0 $2.5M 0.09% -6K -18.6% $100.28 +9.7%
33 SPGI S&P GLOBAL INC Financial Services 5,991.0 $2.4M 0.08% -100.0 -1.6% $407.26 +7.0%
34 EW EDWARDS LIFESCIENCES CORP Healthcare 26,790.0 $2.4M 0.08% -5K -14.7% $90.46 -0.4%
35 NEE NEXTERA ENERGY INC Utilities 25,409.0 $2.2M 0.08% -10K -27.4% $87.77 -4.6%
36 VZ VERIZON COMMUNICATIONS INC Communication Services 48,594.0 $2.1M 0.07% -7K -12.9% $42.34 +16.8%
37 WTRG ESSENTIAL UTILS INC Utilities 50,181.0 $1.9M 0.07% -67K -57.1% $38.31 +6.0%
38 UNP UNION PAC CORP Industrials 6,909.0 $1.9M 0.06% -269.0 -3.8% $272.00 +13.2%
39 NFLX NETFLIX INC. Communication Services 24,321.0 $1.7M 0.06% -9K -26.7% $71.40 +12.1%
40 T AT&T INC Communication Services 80,861.0 $1.7M 0.06% -13K -13.8% $20.70 +22.9%
Page 2 of 6  ·  104 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%