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Portfolio (Quarterly) Guide ↗

Generali Investments, Management Co LLC

· CIK 0002043136
13F Portfolio $430M AUM 162 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 60 Added 69 Reduced 9 Exited
Page 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TJX TJX COS INC NEW Consumer Cyclical 2,161.0 $345K 0.08% $159.70 +2.9%
122 NEM NEWMONT CORP Basic Materials 2,904.0 $314K 0.07% $108.25 -9.6%
123 GLW CORNING INC Technology 2,280.0 $310K 0.07% -4K -63.0% $135.97 +42.7%
124 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,038.0 $302K 0.07% +371.0 +55.6% $290.49 -2.8%
125 TXN TEXAS INSTRS INC Technology 1,438.0 $279K 0.07% $194.14 +56.8%
126 APP APPLOVIN CORP Technology 677.0 $269K 0.06% -1K -67.7% $398.00 +17.3%
127 MDLZ MONDELEZ INTL INC Consumer Defensive 4,258.0 $245K 0.06% $57.64 +5.9%
128 SNOW SNOWFLAKE INC Technology 1,593.0 $240K 0.06% -12K -88.4% $150.82 +52.8%
129 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 782.0 $229K 0.05% -290.0 -27.1% $292.75 +35.0%
130 STOK STOKE THERAPEUTICS INC Healthcare 6,912.0 $225K 0.05% +4K +179.7% $32.56 -4.5%
131 SPGI S&P GLOBAL INC Financial Services 516.0 $219K 0.05% -1K -66.5% $425.34 -5.9%
132 NUE NUCOR CORP Basic Materials 1,295.0 $219K 0.05% +416.0 +47.3% $169.10 +41.7%
133 OKTA OKTA INC Technology 2,656.0 $209K 0.05% +982.0 +58.7% $78.71 +50.1%
134 HUM HUMANA INC Healthcare 1,119.0 $194K 0.04% $173.39 +107.1%
135 KMI KINDER MORGAN INC DEL Energy 5,420.0 $182K 0.04% $33.53 -3.0%
136 SHW SHERWIN WILLIAMS CO Basic Materials 557.0 $179K 0.04% $320.55 +0.7%
137 EXPAND ENERGY CORPORATION 1,534.0 $168K 0.04% $109.78
138 CMCSA COMCAST CORP NEW Communication Services 5,827.0 $167K 0.04% -13K -69.6% $28.71 -20.6%
139 TRGP TARGA RES CORP Energy 627.0 $157K 0.04% $250.73 +7.2%
140 CW CURTISS WRIGHT CORP Industrials 228.0 $155K 0.04% +140.0 +159.1% $681.12 +12.3%
Page 7 of 9  ·  162 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
Technology 36.9%
Healthcare 17.4%
Communication Services 14.3%
Consumer Cyclical 13.4%
Energy 6.1%
Financial Services 3.6%
Industrials 2.4%
Consumer Defensive 2.2%
Basic Materials 2.0%
Utilities 1.6%