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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 16 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EA ELECTRONIC ARTS INC Communication Services 62,225.0 $12.8M 0.03% NEW $205.12 +2.2%
302 ONON ON HLDG AG Consumer Cyclical 358,177.0 $12.7M 0.03% NEW $35.42 -13.1%
303 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 38,223.0 $12.7M 0.03% NEW $331.27 +0.5%
304 F FORD MTR CO Consumer Cyclical 902,447.0 $12.6M 0.03% NEW $13.97 +3.7%
305 OKE ONEOK INC NEW Energy 144,243.0 $12.6M 0.03% NEW $87.24 +10.1%
306 ON ON SEMICONDUCTOR CORP Technology 131,682.0 $12.4M 0.03% NEW $94.42 -19.6%
307 KEYS KEYSIGHT TECHNOLOGIES INC Technology 35,248.0 $12.3M 0.03% NEW $349.60 -8.6%
308 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 503,458.0 $12.3M 0.03% NEW $24.44 -4.1%
309 APP APPLOVIN CORP Technology 23,854.0 $12.3M 0.03% NEW $514.92 -39.5%
310 NEBIUS GROUP N.V. 44,059.0 $12.1M 0.03% NEW $274.54
311 KEY KEYCORP Financial Services 524,452.0 $12.1M 0.03% NEW $23.06 -4.4%
312 ALL ALLSTATE CORP Financial Services 50,104.0 $11.9M 0.03% NEW $238.17 +9.1%
313 IP INTERNATIONAL PAPER CO Consumer Cyclical 309,705.0 $11.8M 0.03% NEW $38.10 +5.9%
314 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 122,266.0 $11.7M 0.03% NEW $95.89 +34.5%
315 QBTS D-WAVE QUANTUM INC Technology 488,648.0 $11.7M 0.03% NEW $23.99 -20.0%
316 MDLZ MONDELEZ INTL INC Consumer Defensive 198,474.0 $11.5M 0.03% NEW $57.95 +10.7%
317 TRGP TARGA RES CORP Energy 42,658.0 $11.5M 0.03% NEW $268.74 +10.5%
318 ZTS ZOETIS INC Healthcare 156,491.0 $11.2M 0.03% NEW $71.88 +6.7%
319 CME CME GROUP INC Financial Services 50,446.0 $11.1M 0.03% NEW $220.67 +21.0%
320 FCX FREEPORT MCMORAN INC Basic Materials 173,865.0 $10.9M 0.03% NEW $62.63 +8.3%
Page 16 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%