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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 19 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AZO AUTOZONE INC Consumer Cyclical 2,496.0 $8.0M 0.02% NEW $3189.59 -7.1%
362 CNH INDL N V 706,742.0 $8.0M 0.02% NEW $11.26
363 AME AMETEK INC Industrials 32,889.0 $7.9M 0.02% NEW $241.39 -1.0%
364 CCI CROWN CASTLE INC Real Estate 103,442.0 $7.8M 0.02% NEW $75.85 -0.6%
365 ES EVERSOURCE ENERGY Utilities 107,817.0 $7.8M 0.02% NEW $72.30 -0.2%
366 BE BLOOM ENERGY CORP Industrials 25,802.0 $7.7M 0.02% NEW $299.67 -32.4%
367 PYPL PAYPAL HLDGS INC Financial Services 177,883.0 $7.7M 0.02% NEW $43.29 +43.9%
368 NET CLOUDFLARE INC Technology 31,299.0 $7.7M 0.02% NEW $245.22 +13.7%
369 ITUB ITAU UNIBANCO HLDG S A Financial Services 930,696.0 $7.6M 0.02% NEW $8.18 -12.3%
370 MAR MARRIOTT INTL INC NEW Consumer Cyclical 20,460.0 $7.6M 0.02% NEW $371.52 -4.0%
371 ROP ROPER TECHNOLOGIES INC Industrials 22,392.0 $7.6M 0.02% NEW $338.32 +21.3%
372 KMB KIMBERLY-CLARK CORP Consumer Defensive 67,180.0 $7.4M 0.02% NEW $109.78 -1.0%
373 YUM YUM BRANDS INC Consumer Cyclical 45,955.0 $7.3M 0.02% NEW $159.76 -4.7%
374 PRU PRUDENTIAL FINL INC Financial Services 67,191.0 $7.3M 0.02% NEW $108.01 +11.6%
375 DECK DECKERS OUTDOOR CORP Consumer Cyclical 71,755.0 $7.1M 0.02% NEW $99.35 -10.6%
376 CVNA CARVANA CO Consumer Cyclical 108,071.0 $7.1M 0.02% NEW $65.71 +8.8%
377 HIG HARTFORD INSURANCE GROUP INC Financial Services 52,977.0 $7.0M 0.02% NEW $132.57 +3.4%
378 AFL AFLAC INC Financial Services 59,756.0 $7.0M 0.02% NEW $117.53 -1.2%
379 COIN COINBASE GLOBAL INC Financial Services 47,828.0 $7.0M 0.02% NEW $146.27 +17.8%
380 GIS GENERAL MILLS INC Consumer Defensive 196,880.0 $6.9M 0.02% NEW $35.17 +12.6%
Page 19 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%