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Portfolio (Quarterly) Guide ↗

Intesa Sanpaolo S.p.A.

· CIK 0001374384
13F Portfolio $1.7B AUM 213 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 213 New
Page 11 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EBAY EBAY INC. Consumer Cyclical 50.0 $4K NEW $87.80 +31.8%
202 JBL JABIL INC Technology 13.0 $3K NEW $231.54 +57.4%
203 PROCAP FINL INC 500.0 $2K NEW $3.29
204 COST COSTCO WHSL CORP NEW Consumer Defensive 1.0 $865.0 NEW $865.00 +18.9%
205 SSSS SURO CAPITAL CORP Financial Services 73.0 $697.0 NEW $9.55 +46.3%
206 HD HOME DEPOT INC Consumer Cyclical 1.0 $346.0 NEW $346.00 -9.5%
207 CGAU CENTERRA GOLD INC Basic Materials 10.0 $145.0 NEW $14.50 +13.6%
208 PG PROCTER AND GAMBLE CO Consumer Defensive 1.0 $145.0 NEW $145.00 -0.4%
209 TGT TARGET CORP Consumer Defensive 1.0 $97.0 NEW $97.00 +29.5%
210 BBY BEST BUY INC Consumer Cyclical 1.0 $68.0 NEW $68.00 -9.4%
211 BITB BITWISE BITCOIN ETF TR Financial Services 1.0 $48.0 NEW $48.00 -14.3%
212 MERC MERCER INTL INC Basic Materials 14.0 $28.0 NEW $2.00 -48.0%
213 M MACYS INC Consumer Cyclical 1.0 $22.0 NEW $22.00 -6.1%
Page 11 of 11  ·  213 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
Technology 32.7%
Consumer Cyclical 18.6%
Healthcare 16.1%
Financial Services 16.1%
Communication Services 7.3%
Industrials 4.7%
Utilities 2.0%
Consumer Defensive 0.9%
Basic Materials 0.8%
Energy 0.6%