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Portfolio (Quarterly) Guide ↗

Generali Asset Management SPA SGR

· CIK 0002046751
13F Portfolio $5.5B AUM 526 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 526 New
Page 14 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BDX BECTON DICKINSON & CO Healthcare 17,233.0 $2.6M 0.05% NEW $151.33 +25.5%
262 PRU PRUDENTIAL FINL INC Financial Services 24,076.0 $2.6M 0.05% NEW $107.93 +11.4%
263 KR KROGER CO Consumer Defensive 43,837.0 $2.4M 0.04% NEW $55.53 +5.4%
264 SYY SYSCO CORP Consumer Defensive 29,022.0 $2.4M 0.04% NEW $83.58 -0.2%
265 AME AMETEK INC Industrials 9,946.0 $2.4M 0.04% NEW $241.94 +1.6%
266 AVY AVERY DENNISON CORP Industrials 14,789.0 $2.4M 0.04% NEW $162.35 +12.0%
267 RTX RTX CORPORATION Industrials 12,482.0 $2.4M 0.04% NEW $189.73 +11.4%
268 AMP AMERIPRISE FINL INC Financial Services 5,151.0 $2.4M 0.04% NEW $458.76 +22.4%
269 DOV DOVER CORP Industrials 10,528.0 $2.4M 0.04% NEW $224.28 -8.7%
270 GGG GRACO INC Industrials 30,489.0 $2.3M 0.04% NEW $75.61 +4.7%
271 ACGL ARCH CAP GROUP LTD Financial Services 23,692.0 $2.3M 0.04% NEW $97.06 +3.7%
272 VLTO VERALTO CORP Industrials 25,868.0 $2.3M 0.04% NEW $88.68 +11.3%
273 CM CANADIAN IMPERIAL BANK OF CO Financial Services 13,943.0 $2.3M 0.04% NEW $163.32 -27.3%
274 NVR NVR INC Consumer Cyclical 331.0 $2.3M 0.04% NEW $6813.40 -6.4%
275 FIX COMFORT SYS USA INC Industrials 1,123.0 $2.2M 0.04% NEW $1981.95 -19.0%
276 TSCO TRACTOR SUPPLY CO Consumer Cyclical 70,307.0 $2.2M 0.04% NEW $31.61 +10.9%
277 BX BLACKSTONE INC Financial Services 18,483.0 $2.2M 0.04% NEW $117.67 +21.7%
278 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,690.0 $2.1M 0.04% NEW $576.70 -7.3%
279 STE STERIS PLC Healthcare 9,998.0 $2.1M 0.04% NEW $210.57 +12.2%
280 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,642.0 $2.1M 0.04% NEW $1277.51 +9.8%
Page 14 of 27  ·  526 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 33.1%
Financial Services 22.4%
Healthcare 9.7%
Consumer Cyclical 8.5%
Industrials 6.9%
Communication Services 6.5%
Basic Materials 4.4%
Consumer Defensive 3.5%
Energy 2.6%
Utilities 1.4%