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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 6 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 6,909.0 $1.9M 0.06% -269.0 -3.8% $272.00 +14.2%
102 NFLX NETFLIX INC. Communication Services 24,321.0 $1.7M 0.06% -9K -26.7% $71.40 +14.1%
103 T AT&T INC Communication Services 80,861.0 $1.7M 0.06% -13K -13.8% $20.70 +25.0%
104 BTGO BITGO HOLDINGS INC Financial Services 323,000.0 $1.7M 0.06% NEW $5.18 +35.5%
105 PNR PENTAIR PLC Industrials 21,671.0 $1.7M 0.06% -12K -36.1% $76.66 -18.0%
106 CIEN CIENA CORP Technology 3,281.0 $1.6M 0.06% NEW $490.56 -17.6%
107 CDE COEUR MNG INC Basic Materials 97,931.0 $1.6M 0.06% NEW $16.32 +31.4%
108 CME CME GROUP INC Financial Services 7,222.0 $1.6M 0.06% -2K -21.1% $220.83 +27.2%
109 SNDK SANDISK CORP Technology 700.0 $1.6M 0.05% NEW $2273.73 -34.1%
110 HL HECLA MINING COMPANY Basic Materials 102,201.0 $1.6M 0.05% NEW $15.43 +34.2%
111 TMUS T-MOBILE US INC Communication Services 9,392.0 $1.6M 0.05% +164.0 +1.8% $167.87 +7.0%
112 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,736.0 $1.6M 0.05% +8K +931.4% $178.58 +17.0%
113 SPLV INVESCO EXCH TRADED FD TR II 20,000.0 $1.5M 0.05% NEW $74.90 +1.3%
114 MCO MOODYS CORP Financial Services 3,150.0 $1.4M 0.05% -1K -28.9% $452.92 +13.6%
115 ARM ARM HOLDINGS PLC Technology 3,977.0 $1.4M 0.05% NEW $354.57 -29.2%
116 MWA MUELLER WTR PRODS INC Industrials 54,490.0 $1.4M 0.05% -70K -56.2% $25.83 -2.2%
117 ACN ACCENTURE PLC IRELAND Technology 11,169.0 $1.4M 0.05% -9K -43.9% $124.44 +45.8%
118 IBIT ISHARES BITCOIN TRUST ETF Financial Services 40,723.0 $1.4M 0.05% -430K -91.3% $33.29 +33.6%
119 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,380.0 $1.3M 0.04% -929.0 -28.1% $541.56 -4.6%
120 DXCM DEXCOM INC Healthcare 18,561.0 $1.3M 0.04% -4K -17.9% $68.36 +30.1%
Page 6 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%