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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 44 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CUBE CUBESMART Real Estate 2,986.0 $122K NEW $40.74 +1.1%
862 BUSE FIRST BUSEY CORP Financial Services 4,098.0 $121K NEW $29.56 +2.2%
863 RMBS RAMBUS INC DEL Technology 976.0 $121K NEW $124.01 -25.7%
864 PGNY PROGYNY INC Healthcare 4,187.0 $121K NEW $28.89 -10.1%
865 HQY HEALTHEQUITY INC Healthcare 1,368.0 $120K NEW $87.89 +18.6%
866 BIO BIO RAD LABS INC Healthcare 403.0 $119K NEW $295.57 +27.4%
867 KEX KIRBY CORP Industrials 862.0 $119K NEW $137.56 +1.2%
868 BRT BRT APARTMENTS CORP Real Estate 7,685.0 $118K NEW $15.34 -4.7%
869 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 2,635.0 $118K NEW $44.75 +9.6%
870 GXO GXO LOGISTICS INCORPORATED Industrials 2,325.0 $118K NEW $50.70 -10.5%
871 MP MP MATERIALS CORP Basic Materials 2,149.0 $118K NEW $54.79 +0.5%
872 HSIC SCHEIN HENRY INC Healthcare 1,393.0 $118K NEW $84.37 +4.9%
873 RGLD ROYAL GOLD INC Basic Materials 586.0 $117K NEW $200.32 +26.0%
874 PL PLANET LABS PBC Industrials 3,725.0 $117K NEW $31.31 -29.2%
875 CGNT COGNYTE SOFTWARE LTD Technology 13,932.0 $117K NEW $8.37 +3.0%
876 CRL CHARLES RIV LABS INTL INC Healthcare 516.0 $117K NEW $225.78 +29.1%
877 CRCL CIRCLE INTERNET GROUP INC Financial Services 1,857.0 $116K NEW $62.63 +33.6%
878 BC BRUNSWICK CORP Consumer Cyclical 1,353.0 $116K NEW $85.79 -5.5%
879 PBF PBF ENERGY INC Energy 2,497.0 $116K NEW $46.47 +49.7%
880 WYNN WYNN RESORTS LTD Consumer Cyclical 1,164.0 $116K NEW $99.51 +0.1%
Page 44 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%