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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 52 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 FTDR FRONTDOOR INC Consumer Cyclical 699.0 $53K NEW $76.10 +8.1%
1022 ESNT ESSENT GROUP LTD Financial Services 815.0 $53K NEW $64.89 +6.4%
1023 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 849.0 $53K NEW $62.09 +27.0%
1024 FMC FMC CORP Basic Materials 4,562.0 $53K NEW $11.55 -6.4%
1025 BRBR BELLRING BRANDS INC Consumer Defensive 4,215.0 $52K NEW $12.39 -13.4%
1026 AMN AMN HEALTHCARE SVCS INC Healthcare 1,599.0 $52K NEW $32.41 +9.0%
1027 KD KYNDRYL HLDGS INC Technology 4,608.0 $52K NEW $11.24 +10.2%
1028 JHG JANUS HENDERSON GROUP PLC Financial Services 992.0 $52K NEW $52.02 -0.1%
1029 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 586.0 $51K NEW $87.50 -13.9%
1030 VSH VISHAY INTERTECHNOLOGY INC Technology 897.0 $51K NEW $56.33 -43.3%
1031 IDA IDACORP INC Utilities 330.0 $50K NEW $152.32 -7.6%
1032 CROX CROCS INC Consumer Cyclical 400.0 $50K NEW $125.44 +0.2%
1033 RELY REMITLY GLOBAL INC Technology 2,182.0 $50K NEW $22.81 +9.9%
1034 KLIC KULICKE & SOFFA INDS INC Technology 385.0 $50K NEW $129.24 -33.2%
1035 RRR RED ROCK RESORTS INC Consumer Cyclical 753.0 $50K NEW $65.95 -7.1%
1036 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 2,901.0 $50K NEW $17.09 -2.4%
1037 TSEM TOWER SEMICONDUCTOR LTD Technology 190.0 $50K NEW $260.64 -13.1%
1038 OLED UNIVERSAL DISPLAY CORP Technology 573.0 $49K NEW $86.33 +0.2%
1039 PCRX PACIRA BIOSCIENCES INC Healthcare 1,961.0 $49K NEW $25.11 -3.0%
1040 INSP INSPIRE MED SYS INC Healthcare 1,094.0 $49K NEW $44.97 +37.2%
Page 52 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%