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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 4 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXN TEXAS INSTRS INC Technology 20,154.0 $6.0M 0.21% +7K +48.3% $298.07 -12.2%
62 AMGN AMGEN INC Healthcare 16,650.0 $6.0M 0.20% +601.0 +3.7% $358.28 +22.9%
63 KLAC KLA CORP Technology 19,917.0 $5.8M 0.20% +14K +221.4% $293.45 -37.4%
64 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 193,391.0 $5.7M 0.19% NEW $29.29 +23.5%
65 ANET ARISTA NETWORKS INC Technology 32,362.0 $5.5M 0.19% -23K -41.8% $169.88 +19.1%
66 KWEB KRANESHARES TRUST 220,000.0 $5.4M 0.18% +212K +2650.0% $24.47 +7.4%
67 RGLD ROYAL GOLD INC Basic Materials 26,450.0 $5.3M 0.18% NEW $199.61 +33.3%
68 HMY HARMONY GOLD MNG LTD Basic Materials 338,190.0 $5.1M 0.18% NEW $15.21 +47.5%
69 IBM INTERNATIONAL BUSINESS MACHS Technology 17,751.0 $5.0M 0.17% -18K -49.7% $281.21 -18.3%
70 GFI GOLD FIELDS LTD Basic Materials 145,177.0 $4.9M 0.17% NEW $33.59 +42.4%
71 XYL XYLEM INC Industrials 40,318.0 $4.8M 0.16% -21K -33.8% $118.21 -4.1%
72 AWK AMERICAN WTR WKS CO INC NEW Utilities 35,921.0 $4.7M 0.16% -28K -44.1% $131.58 +4.5%
73 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 62,885.0 $4.7M 0.16% NEW $74.40 -0.0%
74 ECL ECOLAB INC Basic Materials 16,695.0 $4.7M 0.16% -16K -48.6% $278.61 +4.3%
75 VLTO VERALTO CORP Industrials 52,434.0 $4.6M 0.16% -33K -38.6% $88.68 +11.3%
76 PH PARKER-HANNIFIN CORP Industrials 4,660.0 $4.6M 0.16% -11K -69.7% $978.15 +6.3%
77 PCG PG&E CORP Utilities 269,003.0 $4.5M 0.15% NEW $16.82 +8.3%
78 EQIX EQUINIX INC Real Estate 4,119.0 $4.3M 0.15% -769.0 -15.7% $1048.48 +3.0%
79 ABT ABBOTT LABORATORIES Healthcare 47,379.0 $4.3M 0.15% +10K +27.3% $90.75 +25.7%
80 GILD GILEAD SCIENCES INC Healthcare 31,801.0 $4.0M 0.14% +9K +38.0% $126.34 +17.2%
Page 4 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%