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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 11 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSLA TESLA INC Consumer Cyclical 225.0 $95K 0.00% -3K -92.2% $420.70 -16.2%
202 PURR HYPERLIQUID STRATEGIES INC Basic Materials 10,000.0 $77K 0.00% NEW $7.75 +78.7%
203 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,189.0 $74K 0.00% -63.0 -2.8% $34.00 +9.0%
204 VICR VICOR CORP Technology 177.0 $67K 0.00% NEW $379.78 -48.2%
205 RKLB ROCKET LAB CORP Industrials 500.0 $51K 0.00% -1K -73.7% $101.65 -34.5%
206 BLDP BALLARD PWR SYS INC NEW Industrials 11,150.0 $43K 0.00% $3.89 -40.3%
207 PL PLANET LABS PBC Industrials 1,300.0 $43K 0.00% -5K -78.3% $33.13 -35.6%
208 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 871.0 $40K 0.00% $45.52 +36.6%
209 MDA MDA SPACE LTD Technology 900.0 $37K 0.00% NEW $41.16 -26.5%
210 GRAL GRAIL INC Healthcare 505.0 $34K 0.00% -15.0 -2.9% $68.27 +24.5%
211 IREN IREN LIMITED Financial Services 750.0 $33K 0.00% NEW $44.64 -7.9%
212 ASTS AST SPACEMOBILE INC Technology 350.0 $31K 0.00% -650.0 -65.0% $88.86 -31.3%
213 FLY FIREFLY AEROSPACE INC Industrials 1,000.0 $29K 0.00% NEW $29.40 -24.8%
214 LUNR INTUITIVE MACHINES INC Industrials 1,200.0 $26K 0.00% NEW $21.39 -24.1%
215 OGN ORGANON & CO Healthcare 1,837.0 $25K 0.00% $13.54 +1.6%
216 DAR DARLING INGREDIENTS INC Consumer Defensive 439.0 $24K 0.00% -2K -81.9% $54.62 +12.0%
217 VALE VALE S A Basic Materials 1,195.0 $18K 0.00% NEW $15.04 +1.1%
218 VTRS VIATRIS INC Healthcare 1,003.0 $16K 0.00% -3K -76.7% $15.88 +7.4%
219 PYPL PAYPAL HLDGS INC Financial Services 300.0 $13K -26K -98.8% $42.45 +45.3%
220 HONEYWELL AEROSPACE INC 50.0 $11K NEW $221.08
Page 11 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%