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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 8 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GRMN GARMIN LTD Technology 2,974.0 $706K 0.02% +811.0 +37.5% $237.54 +22.5%
142 AME AMETEK INC Industrials 2,891.0 $699K 0.02% +701.0 +32.0% $241.94 +0.9%
143 NVO NOVO-NORDISK A S Healthcare 14,325.0 $687K 0.02% +900.0 +6.7% $47.94 -4.1%
144 SBS COMPANHIA DE SANEAMENTO BASI Utilities 110,000.0 $636K 0.02% +95K +633.3% $5.78 -16.5%
145 XBI SPDR SERIES TRUST 4,000.0 $633K 0.02% -1K -25.2% $158.32 +6.2%
146 TDY TELEDYNE TECHNOLOGIES INC Technology 912.0 $608K 0.02% +231.0 +33.9% $666.90 -5.7%
147 HALO HALOZYME THERAPEUTICS INC Healthcare 7,701.0 $603K 0.02% -4K -34.0% $78.27 +36.6%
148 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 18,000.0 $599K 0.02% NEW $33.29 +37.1%
149 MS MORGAN STANLEY Financial Services 2,765.0 $580K 0.02% -94.0 -3.3% $209.60 +2.6%
150 NOW SERVICENOW INC Technology 5,425.0 $539K 0.02% -56K -91.2% $99.28 +36.7%
151 VLO VALERO ENERGY CORP Energy 2,061.0 $537K 0.02% -2K -50.3% $260.44 +31.7%
152 DASH DOORDASH INC Communication Services 2,716.0 $501K 0.02% +2K +279.3% $184.53 +25.9%
153 EWZ ISHARES INC 14,000.0 $485K 0.02% -5K -26.3% $34.62 +2.8%
154 SONY SONY GROUP CORP Technology 22,409.0 $450K 0.01% -27K -54.9% $20.06 +19.4%
155 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 32,331.0 $434K 0.01% -18K -35.3% $13.42 -12.2%
156 REGN REGENERON PHARMACEUTICALS Healthcare 670.0 $418K 0.01% -420.0 -38.5% $623.54 +30.6%
157 MOS MOSAIC CO Basic Materials 19,666.0 $417K 0.01% +14K +232.9% $21.19 +11.4%
158 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,175.0 $411K 0.01% -2K -64.0% $350.07 -8.4%
159 A AGILENT TECHNOLOGIES INC Healthcare 3,042.0 $404K 0.01% -1K -25.5% $132.83 +18.5%
160 NTES NETEASE COM INC Technology 3,076.0 $400K 0.01% -3K -48.5% $129.89 -5.8%
Page 8 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%