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Portfolio (Quarterly) Guide ↗

Generali Investments CEE, investicni spolecnost, a.s.

· CIK 0002047540
13F Portfolio $2.1B AUM 462 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 462 New
Page 14 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SLB Schlumberger NV Energy 27,000.0 $1.3M 0.06% NEW $46.49 +15.3%
262 ENB Enbridge Inc Energy 23,022.0 $1.2M 0.06% NEW $54.21 -7.1%
263 Prosus NV 28,554.0 $1.2M 0.06% NEW $43.39
264 Lloyds Banking Group PLC 840,026.0 $1.2M 0.06% NEW $1.47
265 BAE Systems plc 50,145.0 $1.2M 0.06% NEW $24.45
266 ACCIONA S.A. 3,810.0 $1.2M 0.06% NEW $316.63
267 CVS CVS Health Corp Healthcare 11,500.0 $1.2M 0.06% NEW $103.45 -8.9%
268 Banco Bilbao Vizcaya Argentaria SA 46,854.0 $1.2M 0.06% NEW $24.98
269 British American Tobacco PLC 18,835.0 $1.2M 0.06% NEW $62.01
270 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3,850.0 $1.2M 0.06% NEW $301.03 -20.6%
271 BIDU Baidu Inc Communication Services 10,034.0 $1.1M 0.05% NEW $114.29 -18.4%
272 FNV FRANCO-NEVADA CORPORATION Basic Materials 5,460.0 $1.1M 0.05% NEW $208.44 +28.2%
273 KGC KINROSS GOLD CORP Basic Materials 47,760.0 $1.1M 0.05% NEW $23.62 +36.8%
274 BKR Baker Hughes Co Energy 20,300.0 $1.1M 0.05% NEW $55.50 +11.7%
275 IQVIA Holdings Inc 5,750.0 $1.1M 0.05% NEW $193.22
276 STMicroelectronics NV 15,000.0 $1.1M 0.05% NEW $73.66
277 Veolia Environnement SA 26,501.0 $1.1M 0.05% NEW $41.62
278 Unilever PLC 18,275.0 $1.1M 0.05% NEW $60.03
279 KMI KINDER MORGAN INC. Energy 34,160.0 $1.1M 0.05% NEW $31.97 +0.1%
280 MAIN Main Street Capital Corp Financial Services 20,785.0 $1.1M 0.05% NEW $51.88 +12.6%
Page 14 of 24  ·  462 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 27.7%
Financial Services 21.7%
Consumer Cyclical 10.2%
Healthcare 9.8%
Communication Services 6.8%
Consumer Defensive 6.0%
Energy 4.7%
Real Estate 4.1%
Industrials 3.8%
Basic Materials 3.4%