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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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PNR PENTAIR PLC Industrials 21,671.0 $1.7M 0.06% -12K -36.1% $76.66 -19.0%
42 CME CME GROUP INC Financial Services 7,222.0 $1.6M 0.06% -2K -21.1% $220.83 +27.0%
43 MCO MOODYS CORP Financial Services 3,150.0 $1.4M 0.05% -1K -28.9% $452.92 +12.6%
44 MWA MUELLER WTR PRODS INC Industrials 54,490.0 $1.4M 0.05% -70K -56.2% $25.83 -4.3%
45 ACN ACCENTURE PLC IRELAND Technology 11,169.0 $1.4M 0.05% -9K -43.9% $124.44 +51.2%
46 IBIT ISHARES BITCOIN TRUST ETF Financial Services 40,723.0 $1.4M 0.05% -430K -91.3% $33.29 +36.2%
47 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,380.0 $1.3M 0.04% -929.0 -28.1% $541.56 -2.2%
48 DXCM DEXCOM INC Healthcare 18,561.0 $1.3M 0.04% -4K -17.9% $68.36 +30.8%
49 SO SOUTHERN CO Utilities 13,118.0 $1.3M 0.04% -289.0 -2.2% $95.71 -7.1%
50 CRCL CIRCLE INTERNET GROUP INC Financial Services 21,500.0 $1.2M 0.04% -34K -61.2% $56.25 +67.6%
51 RMD RESMED INC Healthcare 6,110.0 $1.2M 0.04% -1K -17.4% $194.88 +20.7%
52 DUK DUKE ENERGY CORP NEW Utilities 9,071.0 $1.1M 0.04% -929.0 -9.3% $126.58 -4.4%
53 XOM EXXON MOBIL CORP Energy 8,394.0 $1.1M 0.04% -1K -14.9% $136.72 +14.5%
54 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,116.0 $999K 0.03% -1K -14.8% $123.11 +31.2%
55 CEG CONSTELLATION ENERGY CORP Utilities 4,000.0 $993K 0.03% -19K -82.5% $248.37 +13.4%
56 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,082.0 $956K 0.03% -1K -39.0% $459.13 +15.0%
57 INTU INTUIT Technology 3,633.0 $948K 0.03% -839.0 -18.8% $261.00 +33.5%
58 XBI SPDR SERIES TRUST 4,000.0 $633K 0.02% -1K -25.2% $158.32 +6.5%
59 HALO HALOZYME THERAPEUTICS INC Healthcare 7,701.0 $603K 0.02% -4K -34.0% $78.27 +36.4%
60 MS MORGAN STANLEY Financial Services 2,765.0 $580K 0.02% -94.0 -3.3% $209.60 +2.4%
Page 3 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%