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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 6 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MPC MARATHON PETE CORP Energy 42,988.0 $11.0M 0.20% NEW $255.67 +38.8%
102 ADP AUTOMATIC DATA PROCESSING IN Industrials 48,334.0 $10.8M 0.20% NEW $223.95 +26.3%
103 QCOM QUALCOMM INC Technology 57,663.0 $10.7M 0.19% NEW $184.79 -13.1%
104 MRSH MARSH & MCLENNAN COS INC Financial Services 63,672.0 $10.6M 0.19% NEW $166.67 +16.0%
105 CDNS CADENCE DESIGN SYSTEM INC Technology 28,092.0 $10.5M 0.19% NEW $375.32 -11.6%
106 ANET ARISTA NETWORKS INC Technology 61,690.0 $10.5M 0.19% NEW $169.88 +12.4%
107 VLO VALERO ENERGY CORP Energy 39,689.0 $10.3M 0.19% NEW $260.44 +30.7%
108 SCHW SCHWAB CHARLES CORP Financial Services 110,326.0 $10.2M 0.18% NEW $92.27 +21.7%
109 CB CHUBB LIMITED Financial Services 29,317.0 $10.0M 0.18% NEW $340.74 +0.7%
110 PLD PROLOGIS INC. Real Estate 72,626.0 $9.8M 0.18% NEW $135.47 +5.8%
111 ORCL ORACLE CORP Technology 65,771.0 $9.6M 0.17% NEW $146.55 -1.3%
112 CNI CANADIAN NATL RY CO Industrials 55,953.0 $9.5M 0.17% NEW $169.25 -24.9%
113 CRWD CROWDSTRIKE HLDGS INC Technology 12,389.0 $9.5M 0.17% NEW $190.78 -2.8%
114 DB DEUTSCHE BK AG Financial Services 316,419.0 $9.4M 0.17% NEW $29.62 +31.8%
115 CSX CSX CORP Industrials 197,016.0 $9.4M 0.17% NEW $47.53 +8.4%
116 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 97,016.0 $9.3M 0.17% NEW $96.12 -49.3%
117 TMO THERMO FISHER SCIENTIFIC INC Healthcare 18,450.0 $9.3M 0.17% NEW $501.36 +25.3%
118 T AT&T INC Communication Services 445,309.0 $9.2M 0.17% NEW $20.70 +24.5%
119 PH PARKER-HANNIFIN CORP Industrials 9,298.0 $9.1M 0.16% NEW $978.12 +3.9%
120 MMM 3M CO Industrials 56,061.0 $9.1M 0.16% NEW $161.91 +10.8%
Page 6 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%