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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 10 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CVX CHEVRON CORPORATION Energy 1,330.0 $220K 0.01% NEW $165.21 +20.2%
182 ORBS EIGHTCO HOLDINGS INC Technology 300,000.0 $209K 0.01% NEW $0.70 +23.1%
183 AMAT APPLIED MATLS INC Technology 281.0 $205K 0.01% -1K -83.3% $730.13 -34.9%
184 RMBS RAMBUS INC DEL Technology 1,579.0 $202K 0.01% -8K -83.6% $127.84 -29.2%
185 WFC WELLS FARGO & CO Financial Services 2,270.0 $188K 0.01% -49.0 -2.1% $82.64 +3.0%
186 MRNA MODERNA INC Healthcare 2,434.0 $170K 0.01% +750.0 +44.5% $70.00 +98.7%
187 GEN GEN DIGITAL INC Technology 6,686.0 $166K 0.01% -8K -53.9% $24.80 +22.3%
188 ABCL ABCELLERA BIOLOGICS INC Healthcare 20,000.0 $156K 0.01% -162K -89.0% $7.79 +58.2%
189 OKTA OKTA INC Technology 1,000.0 $141K 0.01% NEW $141.46 +21.3%
190 AAL AMERICAN AIRLINES GROUP INC Industrials 6,900.0 $125K 0.00% NEW $18.09 -23.4%
191 LEIDOS HOLDINGS INC 1,173.0 $121K 0.00% -3K -70.8% $102.97
192 QRVO QORVO INC Technology 1,209.0 $112K 0.00% -1K -51.8% $92.86 +2.9%
193 AKAM AKAMAI TECHNOLOGIES INC Technology 932.0 $110K 0.00% -2K -65.9% $118.18 -6.7%
194 CHKP CHECK POINT SOFTWARE TECH LT Technology 835.0 $110K 0.00% -2K -70.8% $131.43 +1.7%
195 AXTI AXT INC Technology 1,500.0 $108K 0.00% NEW $72.08 -7.3%
196 VRT VERTIV HOLDINGS CO Industrials 321.0 $107K 0.00% -279.0 -46.5% $334.82 -20.9%
197 GFS GLOBALFOUNDRIES INC Technology 1,252.0 $101K 0.00% -3K -71.2% $80.93 -42.9%
198 SWKS SKYWORKS SOLUTIONS INC Technology 1,484.0 $101K 0.00% -2K -51.9% $67.80 -1.5%
199 ICLN ISHARES TR 4,777.0 $98K 0.00% NEW $20.49 -12.7%
200 CRWV COREWEAVE INC Technology 977.0 $97K 0.00% NEW $99.54 -12.4%
Page 10 of 12  ·  237 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%