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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 12 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JBL JABIL INC Technology 13.0 $5K $385.46 -19.6%
222 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 1,671.0 $5K $2.89 +1.2%
223 CB CHUBB LIMITED Financial Services 14.0 $5K -669.0 -98.0% $340.71 -1.1%
224 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 174.0 $5K $25.95 +35.4%
225 GS GOLDMAN SACHS GROUP INC Financial Services 1.0 $1K -500.0 -99.8% $1011.00 +2.8%
226 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1.0 $951.0 $951.00 -0.9%
227 SSSS SURO CAPITAL CORP Financial Services 73.0 $915.0 $12.53 -8.6%
228 PROCAP FINL INC 492.0 $758.0 -8.0 -1.6% $1.54
229 CGAU CENTERRA GOLD INC Basic Materials 10.0 $158.0 $15.80 +50.7%
230 PODD INSULET CORP Healthcare 1.0 $152.0 -4K -100.0% $152.00 -7.0%
231 PG PROCTER & GAMBLE CO Consumer Defensive 1.0 $147.0 $147.00 -2.9%
232 TGT TARGET CORP Consumer Defensive 1.0 $131.0 $131.00 +27.1%
233 BBY BEST BUY INC Consumer Cyclical 1.0 $76.0 $76.00 +10.5%
234 BSOL BITWISE SOLANA STAKING ETF Financial Services 7.0 $70.0 -266K -100.0% $10.00 +44.7%
235 BITB BITWISE BITCOIN ETF TR Financial Services 1.0 $32.0 $32.00 +34.8%
236 M MACYS INC Consumer Cyclical 1.0 $24.0 $24.00 -5.2%
237 MERC MERCER INTL INC Basic Materials 14.0 $9.0 $0.64 -21.8%
Page 12 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%