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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 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOW SERVICENOW INC Technology 5,425.0 $539K 0.02% -56K -91.2% $99.28 +39.4%
62 VLO VALERO ENERGY CORP Energy 2,061.0 $537K 0.02% -2K -50.3% $260.44 +33.1%
63 EWZ ISHARES INC 14,000.0 $485K 0.02% -5K -26.3% $34.62 +3.3%
64 SONY SONY GROUP CORP Technology 22,409.0 $450K 0.01% -27K -54.9% $20.06 +20.0%
65 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 32,331.0 $434K 0.01% -18K -35.3% $13.42 -12.2%
66 REGN REGENERON PHARMACEUTICALS Healthcare 670.0 $418K 0.01% -420.0 -38.5% $623.54 +29.5%
67 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,175.0 $411K 0.01% -2K -64.0% $350.07 -6.9%
68 A AGILENT TECHNOLOGIES INC Healthcare 3,042.0 $404K 0.01% -1K -25.5% $132.83 +18.7%
69 NTES NETEASE COM INC Technology 3,076.0 $400K 0.01% -3K -48.5% $129.89 -5.5%
70 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,505.0 $377K 0.01% -1K -48.5% $250.44 -7.0%
71 TMO THERMO FISHER SCIENTIFIC INC Healthcare 732.0 $367K 0.01% -7K -90.9% $501.36 +25.8%
72 FERROVIAL NV 5,059.0 $346K 0.01% -3K -35.5% $68.34
73 EA ELECTRONIC ARTS INC Communication Services 1,638.0 $336K 0.01% -2K -56.8% $205.04 +2.3%
74 MELI MERCADOLIBRE INC Consumer Cyclical 189.0 $321K 0.01% -50.0 -20.9% $1697.39 +13.7%
75 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,519.0 $318K 0.01% -500.0 -8.3% $57.62 +16.2%
76 NET CLOUDFLARE INC Technology 1,186.0 $291K 0.01% -18K -94.0% $245.28 +25.7%
77 GM GENERAL MTRS CO Consumer Cyclical 3,507.0 $270K 0.01% -2K -38.9% $77.08 +11.8%
78 DIS DISNEY WALT CO Communication Services 2,530.0 $244K 0.01% -4K -59.5% $96.25 +11.0%
79 AMAT APPLIED MATLS INC Technology 281.0 $205K 0.01% -1K -83.3% $730.13 -33.9%
80 RMBS RAMBUS INC DEL Technology 1,579.0 $202K 0.01% -8K -83.6% $127.84 -28.7%
Page 4 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%