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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO & CO Financial Services 2,270.0 $188K 0.01% -49.0 -2.1% $82.64 +2.8%
82 GEN GEN DIGITAL INC Technology 6,686.0 $166K 0.01% -8K -53.9% $24.80 +23.0%
83 ABCL ABCELLERA BIOLOGICS INC Healthcare 20,000.0 $156K 0.01% -162K -89.0% $7.79 +59.1%
84 LEIDOS HOLDINGS INC 1,173.0 $121K 0.00% -3K -70.8% $102.97
85 QRVO QORVO INC Technology 1,209.0 $112K 0.00% -1K -51.8% $92.86 +3.6%
86 AKAM AKAMAI TECHNOLOGIES INC Technology 932.0 $110K 0.00% -2K -65.9% $118.18 -5.9%
87 CHKP CHECK POINT SOFTWARE TECH LT Technology 835.0 $110K 0.00% -2K -70.8% $131.43 +1.4%
88 VRT VERTIV HOLDINGS CO Industrials 321.0 $107K 0.00% -279.0 -46.5% $334.82 -19.6%
89 GFS GLOBALFOUNDRIES INC Technology 1,252.0 $101K 0.00% -3K -71.2% $80.93 -42.7%
90 SWKS SKYWORKS SOLUTIONS INC Technology 1,484.0 $101K 0.00% -2K -51.9% $67.80 -0.6%
91 TSLA TESLA INC Consumer Cyclical 225.0 $95K 0.00% -3K -92.2% $420.70 -15.7%
92 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,189.0 $74K 0.00% -63.0 -2.8% $34.00 +9.5%
93 RKLB ROCKET LAB CORP Industrials 500.0 $51K 0.00% -1K -73.7% $101.65 -33.6%
94 PL PLANET LABS PBC Industrials 1,300.0 $43K 0.00% -5K -78.3% $33.13 -36.1%
95 GRAL GRAIL INC Healthcare 505.0 $34K 0.00% -15.0 -2.9% $68.27 +20.8%
96 ASTS AST SPACEMOBILE INC Technology 350.0 $31K 0.00% -650.0 -65.0% $88.86 -30.9%
97 DAR DARLING INGREDIENTS INC Consumer Defensive 439.0 $24K 0.00% -2K -81.9% $54.62 +12.4%
98 VTRS VIATRIS INC Healthcare 1,003.0 $16K 0.00% -3K -76.7% $15.88 +6.4%
99 PYPL PAYPAL HLDGS INC Financial Services 300.0 $13K -26K -98.8% $42.45 +44.8%
100 CB CHUBB LIMITED Financial Services 14.0 $5K -669.0 -98.0% $340.71 -0.7%
Page 5 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%