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Portfolio (Quarterly) Guide ↗

Fideuram Asset Management (Ireland) dac

· CIK 0002109923
13F Portfolio $5.3B AUM 742 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 742 New
Page 10 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CF CF INDUSTRIES HOLD Basic Materials 70,193.0 $8.3M 0.16% NEW $118.16 +7.7%
182 BAC BANK OF AMER CORP Financial Services 148,339.0 $8.3M 0.16% NEW $55.81 +11.9%
183 COIN COINBASE GLOBAL INC Financial Services 44,377.0 $8.3M 0.16% NEW $186.56 +0.3%
184 VZ VERIZON COMMUNICATIONS INC Communication Services 176,560.0 $8.2M 0.16% NEW $46.68 +7.6%
185 FCX FREEPORT MCMORAN INC Basic Materials 127,536.0 $8.2M 0.16% NEW $64.62 +23.7%
186 TRGP TARGA RES CORP Energy 31,326.0 $8.2M 0.16% NEW $262.40 +9.3%
187 TDW TIDEWATER INC NEW Energy 102,598.0 $8.2M 0.16% NEW $79.87 +15.6%
188 DLR DIGITAL RLTY TR INC Real Estate 42,617.0 $8.2M 0.15% NEW $191.94 +0.2%
189 TD TORONTO DOMINION BK ONT Financial Services 48,773.0 $8.1M 0.15% NEW $166.89 -28.7%
190 IDXX IDEXX LABS INC Healthcare 14,772.0 $8.1M 0.15% NEW $549.04 +0.2%
191 MCK MCKESSON CORP Healthcare 10,434.0 $8.1M 0.15% NEW $777.00 +16.5%
192 ADP AUTOMATIC DATA PROCESSING IN Industrials 36,724.0 $8.0M 0.15% NEW $217.74 +29.9%
193 MCD MCDONALDS CORP Consumer Cyclical 27,607.0 $8.0M 0.15% NEW $289.55 -7.4%
194 PYPL PAYPAL HLDGS INC Financial Services 177,155.0 $8.0M 0.15% NEW $45.05 +38.2%
195 RNR RENAISSANCERE HLDGS LTD Financial Services 26,389.0 $7.9M 0.15% NEW $301.15 +9.3%
196 CTAS CINTAS CORP Industrials 45,714.0 $7.9M 0.15% NEW $172.26 +18.9%
197 MLI MUELLER INDS INC Industrials 60,198.0 $7.8M 0.15% NEW $129.95 -52.7%
198 KMI KINDER MORGAN INC DEL Energy 245,256.0 $7.8M 0.15% NEW $31.87 -2.9%
199 KMPR KEMPER CORP Financial Services 259,326.0 $7.8M 0.15% NEW $30.00 -7.4%
200 NFLX NETFLIX INC. Communication Services 94,445.0 $7.7M 0.15% NEW $81.84 +0.5%
Page 10 of 38  ·  742 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 29.3%
Industrials 12.8%
Financial Services 11.7%
Healthcare 11.3%
Consumer Cyclical 8.9%
Energy 6.4%
Communication Services 4.4%
Basic Materials 4.4%
Consumer Defensive 4.2%
Real Estate 3.8%