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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 22 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NI NISOURCE INC Utilities 111,098.0 $5.3M 0.01% NEW $47.58 -12.4%
422 WEC WEC ENERGY GROUP INC Utilities 45,211.0 $5.3M 0.01% NEW $116.81 -7.1%
423 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 306,354.0 $5.2M 0.01% NEW $17.14 -6.6%
424 WAB WABTEC Industrials 19,449.0 $5.2M 0.01% NEW $269.57 +8.4%
425 SE SEA LTD Consumer Cyclical 54,852.0 $5.2M 0.01% NEW $95.51 +22.7%
426 PODD INSULET CORP Healthcare 34,004.0 $5.2M 0.01% NEW $153.14 -4.1%
427 CBOE CBOE GLOBAL MKTS INC Financial Services 21,511.0 $5.2M 0.01% NEW $241.91 +21.6%
428 TECHNIPFMC PLC 78,548.0 $5.2M 0.01% NEW $66.18
429 SPG SIMON PPTY GROUP INC NEW Real Estate 23,172.0 $5.2M 0.01% NEW $223.75 -1.7%
430 OC OWENS CORNING NEW Industrials 32,501.0 $5.1M 0.01% NEW $158.12 -6.9%
431 WAT WATERS CORP Healthcare 13,702.0 $5.1M 0.01% NEW $374.87 +8.0%
432 CNC CENTENE CORP DEL Healthcare 79,189.0 $5.1M 0.01% NEW $64.21 -0.1%
433 ESS ESSEX PPTY TR INC Real Estate 17,346.0 $5.1M 0.01% NEW $291.67 -1.4%
434 GRMN GARMIN LTD Technology 21,344.0 $5.1M 0.01% NEW $236.96 +23.7%
435 RJF RAYMOND JAMES FINL INC Financial Services 33,190.0 $5.0M 0.01% NEW $151.45 +13.8%
436 TWLO TWILIO INC Communication Services 24,440.0 $5.0M 0.01% NEW $205.29 +7.1%
437 ODFL OLD DOMINION FREIGHT LINE IN Industrials 22,868.0 $5.0M 0.01% NEW $216.83 -5.7%
438 OTIS OTIS WORLDWIDE CORP Industrials 68,024.0 $4.9M 0.01% NEW $71.63 +0.2%
439 KR KROGER CO Consumer Defensive 87,048.0 $4.8M 0.01% NEW $55.55 +1.4%
440 EXPE EXPEDIA GROUP INC Consumer Cyclical 18,754.0 $4.8M 0.01% NEW $257.19 +26.0%
Page 22 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%