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Portfolio (Quarterly) Guide ↗

Generali Investments, Management Co LLC

· CIK 0002043136
13F Portfolio $460M AUM 164 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 64 Added 48 Reduced 5 Exited
Page 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TTI TETRA TECHNOLOGIES INC DEL Energy 5,809.0 $66K 0.01% $11.33 -40.2%
162 MSCI MSCI INC Financial Services 107.0 $60K 0.01% $560.04 +0.7%
163 DUPONT DE NEMOURS INC 325.0 $44K 0.01% NEW $135.64
164 CCI CROWN CASTLE INC Real Estate 578.0 $44K 0.01% $75.73 +0.7%
Page 9 of 9  ·  164 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 37.0%
Healthcare 18.4%
Communication Services 14.6%
Consumer Cyclical 12.3%
Financial Services 5.2%
Industrials 3.4%
Energy 2.8%
Consumer Defensive 2.2%
Utilities 2.1%
Basic Materials 1.7%