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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 27 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 OMC OMNICOM GROUP INC Communication Services 30,654.0 $2.2M 0.01% NEW $72.97 +20.4%
522 GPC GENUINE PARTS CO Consumer Cyclical 18,965.0 $2.2M 0.01% NEW $117.89 +13.4%
523 SOFI SOFI TECHNOLOGIES INC Financial Services 121,314.0 $2.2M 0.01% NEW $17.95 +5.3%
524 INSM INSMED INC Healthcare 20,247.0 $2.2M 0.01% NEW $106.43 +18.8%
525 EFX EQUIFAX INC Industrials 13,549.0 $2.2M 0.01% NEW $158.72 +21.0%
526 SCCO SOUTHERN COPPER CORP Basic Materials 12,326.0 $2.1M 0.01% NEW $174.26 +23.7%
527 L LOEWS CORP Financial Services 18,758.0 $2.1M 0.01% NEW $113.27 -3.0%
528 FIS FIDELITY NATL INFORMATION SV Technology 54,126.0 $2.1M 0.01% NEW $38.86 +6.6%
529 BUNGE GLOBAL SA 19,612.0 $2.1M 0.01% NEW $106.98
530 DTE DTE ENERGY CO Utilities 13,742.0 $2.1M 0.01% NEW $152.37 -11.0%
531 OKTA OKTA INC Technology 15,376.0 $2.1M 0.01% NEW $135.88 -1.0%
532 HST HOST HOTELS & RESORTS INC Real Estate 83,538.0 $2.0M 0.01% NEW $24.10 -3.9%
533 DOW DOW HLDGS INC Basic Materials 72,499.0 $2.0M 0.01% NEW $27.49 +18.2%
534 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 58,799.0 $2.0M 0.01% NEW $33.86 +10.7%
535 LYV LIVE NATION ENTERTAINMENT IN Communication Services 10,831.0 $2.0M 0.01% NEW $183.10 -0.4%
536 SUI SUN CMNTYS INC Real Estate 16,278.0 $2.0M 0.01% NEW $120.15 +1.3%
537 AEE AMEREN CORP Utilities 17,087.0 $1.9M 0.01% NEW $113.04 -5.7%
538 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 29,843.0 $1.9M 0.01% NEW $64.48 +1.2%
539 CDW CDW CORP Technology 13,498.0 $1.9M 0.01% NEW $140.64 -1.5%
540 AMRIZE LTD 35,585.0 $1.9M 0.01% NEW $53.30
Page 27 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%