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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 7 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SO SOUTHERN CO Utilities 13,118.0 $1.3M 0.04% -289.0 -2.2% $95.71 -7.6%
122 CRCL CIRCLE INTERNET GROUP INC Financial Services 21,500.0 $1.2M 0.04% -34K -61.2% $56.25 +65.2%
123 RMD RESMED INC Healthcare 6,110.0 $1.2M 0.04% -1K -17.4% $194.88 +20.9%
124 DUK DUKE ENERGY CORP NEW Utilities 9,071.0 $1.1M 0.04% -929.0 -9.3% $126.58 -4.9%
125 XOM EXXON MOBIL CORP Energy 8,394.0 $1.1M 0.04% -1K -14.9% $136.72 +14.6%
126 RTX RTX CORPORATION Industrials 6,000.0 $1.1M 0.04% NEW $189.73 +10.9%
127 LIN LINDE PLC Basic Materials 2,123.0 $1.1M 0.04% +176.0 +9.0% $518.94 -7.1%
128 COIN COINBASE GLOBAL INC Financial Services 7,000.0 $1.0M 0.04% +6K +366.7% $145.74 +28.9%
129 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,116.0 $999K 0.03% -1K -14.8% $123.11 +31.5%
130 CEG CONSTELLATION ENERGY CORP Utilities 4,000.0 $993K 0.03% -19K -82.5% $248.37 +13.5%
131 NEBIUS GROUP N.V. 3,500.0 $968K 0.03% NEW $276.50
132 HD HOME DEPOT INC Consumer Cyclical 2,719.0 $959K 0.03% +3K +10000.0% $352.68 -6.8%
133 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,082.0 $956K 0.03% -1K -39.0% $459.13 +16.0%
134 INTU INTUIT Technology 3,633.0 $948K 0.03% -839.0 -18.8% $261.00 +32.7%
135 EWT ISHARES INC 8,495.0 $923K 0.03% NEW $108.61 -0.7%
136 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 30,000.0 $921K 0.03% +22K +275.0% $30.71 +21.7%
137 BE BLOOM ENERGY CORP Industrials 2,900.0 $878K 0.03% NEW $302.70 -27.7%
138 MSCI MSCI INC Financial Services 1,471.0 $824K 0.03% NEW $560.04 +1.3%
139 UAA UNDER ARMOUR INC Consumer Cyclical 120,469.0 $770K 0.03% NEW $6.39 -20.6%
140 WISE GROUP PLC 59,976.0 $717K 0.03% NEW $11.95
Page 7 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%