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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 13 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FORTINET INC 129,411.0 $19.9M 0.05% NEW $153.98
242 WMB WILLIAMS COS INC Energy 267,497.0 $19.9M 0.05% NEW $74.48 -1.7%
243 TRV TRAVELERS COMPANIES INC Financial Services 58,989.0 $19.5M 0.05% NEW $330.38 +9.6%
244 WY WEYERHAEUSER CO Real Estate 799,428.0 $19.1M 0.05% NEW $23.95 +2.8%
245 PONY AI INC 2,735,897.0 $19.0M 0.05% NEW $6.95
246 ABNB AIRBNB INC Consumer Cyclical 129,511.0 $19.0M 0.05% NEW $146.33 +27.4%
247 MCO MOODYS CORP Financial Services 41,804.0 $18.9M 0.05% NEW $452.96 +9.7%
248 VTR VENTAS INC Real Estate 208,833.0 $18.5M 0.05% NEW $88.80 +3.4%
249 SO SOUTHERN CO Utilities 192,106.0 $18.5M 0.05% NEW $96.20 -4.2%
250 CFG CITIZENS FINL GROUP INC Financial Services 262,318.0 $18.4M 0.05% NEW $70.08 +1.0%
251 NU NU HLDGS LTD Financial Services 1,369,978.0 $18.3M 0.05% NEW $13.36 +9.4%
252 AFRM AFFIRM HLDGS INC Technology 223,510.0 $18.2M 0.05% NEW $81.55 -5.2%
253 WSM WILLIAMS SONOMA INC Consumer Cyclical 77,883.0 $18.2M 0.05% NEW $233.35 +3.8%
254 ACN ACCENTURE PLC IRELAND Technology 144,483.0 $18.0M 0.05% NEW $124.52 +47.1%
255 FTV FORTIVE CORP Technology 291,338.0 $17.8M 0.05% NEW $61.09 -3.6%
256 EXC EXELON CORP Utilities 376,741.0 $17.6M 0.05% NEW $46.67 -2.9%
257 IONQ IONQ INC Technology 329,090.0 $17.5M 0.05% NEW $53.27 -18.6%
258 COOPER COS INC 242,170.0 $17.4M 0.05% NEW $71.69
259 SNPS SYNOPSYS INC Technology 38,088.0 $17.0M 0.05% NEW $446.15 -10.1%
260 EW EDWARDS LIFESCIENCES CORP Healthcare 187,556.0 $17.0M 0.05% NEW $90.54 +1.9%
Page 13 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 37.8%
Financial Services 10.5%
Consumer Cyclical 10.5%
Healthcare 9.7%
Communication Services 9.4%
Industrials 7.9%
Consumer Defensive 4.9%
Energy 2.8%
Utilities 2.7%
Basic Materials 2.6%