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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 2 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLK BLACKROCK INC Financial Services 21,656.0 $20.8M 0.71% +12K +129.8% $961.62 +22.0%
22 BAC BANK OF AMER CORP Financial Services 363,017.0 $20.7M 0.71% +113K +45.2% $56.98 +9.2%
23 ZS ZSCALER INC Technology 142,515.0 $20.0M 0.68% +141K +9614.7% $140.32 +21.4%
24 AVGO BROADCOM INC Technology 53,259.0 $19.9M 0.68% -4K -6.2% $374.06 -4.9%
25 BSX BOSTON SCIENTIFIC CORP Healthcare 445,305.0 $19.0M 0.65% +305K +216.9% $42.68 +12.9%
26 ETN EATON CORP PLC Industrials 44,193.0 $18.8M 0.65% NEW $426.10 -1.6%
27 UNH UNITEDHEALTH GROUP INC Healthcare 45,121.0 $18.7M 0.64% -1K -2.2% $415.50 -3.5%
28 JNJ JOHNSON & JOHNSON Healthcare 73,501.0 $18.7M 0.64% $253.97 +6.3%
29 JPM JPMORGAN CHASE & CO Financial Services 56,561.0 $18.5M 0.63% +15K +35.3% $327.33 +8.9%
30 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 47,004.0 $18.2M 0.62% +6K +13.8% $386.71 +4.1%
31 EMR EMERSON ELEC CO Industrials 121,321.0 $17.4M 0.59% +22K +22.6% $143.15 +10.6%
32 NXPI NXP SEMICONDUCTORS N V Technology 61,395.0 $17.3M 0.59% +61K +7671.5% $281.03 -20.6%
33 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 169,714.0 $17.0M 0.58% +45K +36.0% $100.04 +9.0%
34 PFE PFIZER INC Healthcare 701,043.0 $16.9M 0.58% -1.0M -59.2% $24.08 +17.5%
35 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 500,000.0 $16.6M 0.57% NEW $33.29 +33.6%
36 C CITIGROUP INC Financial Services 116,972.0 $16.4M 0.56% +25K +27.0% $139.98 -4.6%
37 GRAYSCALE XRP TR ETF 712,319.0 $14.4M 0.49% NEW $20.25
38 CSCO CISCO SYS INC Technology 120,398.0 $14.1M 0.48% -79K -39.6% $117.46 -4.3%
39 DHR DANAHER CORP DEL Healthcare 73,932.0 $14.1M 0.48% NEW $190.46 +13.1%
40 SYK STRYKER CORPORATION Healthcare 43,706.0 $13.8M 0.47% +15K +54.2% $314.80 +4.7%
Page 2 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%