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Portfolio (Quarterly) Guide ↗

Eurizon Capital SGR S.p.A.

· CIK 0002107286
13F Portfolio $37.3B AUM 1,237 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1237 New
Page 17 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ACGL ARCH CAP GROUP LTD Financial Services 111,492.0 $10.8M 0.03% NEW $97.09 +2.4%
322 TSCO TRACTOR SUPPLY CO Consumer Cyclical 336,986.0 $10.6M 0.03% NEW $31.59 +10.7%
323 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 115,312.0 $10.6M 0.03% NEW $91.93 -3.1%
324 CRBG COREBRIDGE FINL INC 364,555.0 $10.4M 0.03% NEW $28.63
325 MTD METTLER TOLEDO INTERNATIONAL Healthcare 8,153.0 $10.4M 0.03% NEW $1277.28 +9.2%
326 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 103,634.0 $10.4M 0.03% NEW $100.16 +7.8%
327 CIEN CIENA CORP Technology 21,163.0 $10.4M 0.03% NEW $489.76 -19.2%
328 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 337,417.0 $10.4M 0.03% NEW $30.71 +27.3%
329 GWW WW GRAINGER INC Industrials 7,616.0 $10.4M 0.03% NEW $1359.74 -3.5%
330 CHD CHURCH & DWIGHT CO INC Consumer Defensive 105,994.0 $10.3M 0.03% NEW $96.92 +1.9%
331 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 31,993.0 $10.2M 0.03% NEW $317.85 -8.1%
332 FERG FERGUSON ENTERPRISES INC Industrials 42,469.0 $10.1M 0.03% NEW $237.38 +2.0%
333 APOS APOLLO GLOBAL MGMT INC 84,321.0 $10.0M 0.03% NEW $118.14
334 Q QNITY ELECTRONICS INC Technology 60,405.0 $9.8M 0.03% NEW $163.02 -20.9%
335 REGN REGENERON PHARMACEUTICALS Healthcare 15,467.0 $9.7M 0.03% NEW $624.47 +33.6%
336 HWM HOWMET AEROSPACE INC Industrials 35,185.0 $9.5M 0.03% NEW $268.86 +1.0%
337 IQVIA HLDGS INC 48,525.0 $9.4M 0.03% NEW $193.22
338 CVS CVS HEALTH CORP Healthcare 90,295.0 $9.3M 0.03% NEW $103.47 -10.1%
339 FDP DEL MONTE CORP Consumer Defensive 334,336.0 $9.3M 0.03% NEW $27.91 +4.7%
340 STT STATE STR CORP Financial Services 54,861.0 $9.3M 0.03% NEW $168.98 +10.7%
Page 17 of 62  ·  1,237 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 39.0%
Financial Services 10.8%
Consumer Cyclical 10.8%
Healthcare 10.0%
Industrials 8.2%
Communication Services 6.6%
Consumer Defensive 5.1%
Energy 2.9%
Utilities 2.8%
Basic Materials 2.6%