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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 18 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HEI HEICO CORP NEW Industrials 12,322.0 $4.2M 0.08% NEW $339.76 +1.9%
342 BN BROOKFIELD CORP Financial Services 66,933.0 $4.2M 0.08% NEW $62.42 -33.2%
343 DHR DANAHER CORP DEL Healthcare 23,206.0 $4.2M 0.08% NEW $179.28 +20.1%
344 DB DEUTSCHE BK AG Financial Services 149,608.0 $4.1M 0.08% NEW $27.70 +45.3%
345 NET CLOUDFLARE INC Technology 18,383.0 $4.1M 0.08% NEW $224.50 +26.8%
346 AME AMETEK INC Industrials 17,078.0 $4.1M 0.08% NEW $240.27 +2.1%
347 AJG GALLAGHER ARTHUR J & CO Financial Services 19,287.0 $4.1M 0.08% NEW $212.73 +24.6%
348 WAT WATERS CORP Healthcare 11,359.0 $4.1M 0.08% NEW $359.34 +15.3%
349 EMR EMERSON ELEC CO Industrials 28,338.0 $4.1M 0.08% NEW $143.59 +10.2%
350 WMB WILLIAMS COS INC Energy 55,687.0 $4.1M 0.08% NEW $72.87 +2.1%
351 BURL BURLINGTON STORES INC Consumer Cyclical 12,178.0 $4.0M 0.08% NEW $331.82 -5.4%
352 HUM HUMANA INC Healthcare 10,859.0 $4.0M 0.08% NEW $368.60 +6.1%
353 VTR VENTAS INC Real Estate 46,832.0 $4.0M 0.08% NEW $85.21 +9.7%
354 BRKR BRUKER CORP Healthcare 84,286.0 $4.0M 0.08% NEW $47.27 +20.7%
355 SCHW SCHWAB CHARLES CORP Financial Services 45,149.0 $4.0M 0.08% NEW $88.04 +24.3%
356 TDG TRANSDIGM GROUP INC Industrials 3,007.0 $4.0M 0.07% NEW $1319.83 -8.5%
357 KIM KIMCO REALTY CORP Real Estate 164,633.0 $4.0M 0.07% NEW $24.03 +0.0%
358 TME TENCENT MUSIC ENTMT GROUP Communication Services 431,394.0 $4.0M 0.07% NEW $9.17 -4.0%
359 EVRG EVERGY INC Utilities 47,178.0 $3.9M 0.07% NEW $83.49 -1.5%
360 REGN REGENERON PHARMACEUTICALS Healthcare 6,329.0 $3.9M 0.07% NEW $619.20 +31.6%
Page 18 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%