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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 43 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 HRI HERC HLDGS INC Industrials 902.0 $132K NEW $146.42 +8.2%
842 HL HECLA MINING COMPANY Basic Materials 8,488.0 $131K NEW $15.41 +34.1%
843 DNLI DENALI THERAPEUTICS INC Healthcare 5,045.0 $131K NEW $25.91 -4.0%
844 SAIA SAIA INC Industrials 306.0 $130K NEW $426.10 -15.5%
845 SKY CHAMPION HOMES INC Consumer Cyclical 1,488.0 $130K NEW $87.51 +3.9%
846 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 1,798.0 $129K NEW $71.85 +0.8%
847 PTCT PTC THERAPEUTICS INC Healthcare 1,580.0 $129K NEW $81.64 -13.1%
848 RRC RANGE RES CORP Energy 3,533.0 $129K NEW $36.38 +12.1%
849 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 2,554.0 $127K NEW $49.74 -13.4%
850 ATLANTA BRAVES HLDGS INC 2,460.0 $127K NEW $51.43
851 CGNX COGNEX CORP Technology 1,846.0 $126K NEW $68.42 -13.0%
852 BCPC BALCHEM CORP Basic Materials 743.0 $126K NEW $169.37 +6.6%
853 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 22,706.0 $125K NEW $5.49 -11.3%
854 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,385.0 $124K NEW $89.42 +5.2%
855 LAD LITHIA MTRS INC Consumer Cyclical 424.0 $124K NEW $291.63 +28.8%
856 PATH UIPATH INC Technology 11,550.0 $123K NEW $10.69 +51.9%
857 EXP EAGLE MATLS INC Basic Materials 542.0 $123K NEW $227.75 -9.6%
858 LADR LADDER CAP CORP Real Estate 12,061.0 $123K NEW $10.22 -2.0%
859 U HAUL HOLDING COMPANY 2,073.0 $123K NEW $59.18
860 ST SENSATA TECHNOLOGIES HLDG PL Technology 2,599.0 $122K NEW $46.93 -9.0%
Page 43 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%