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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 22 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 OPCH OPTION CARE HEALTH INC Healthcare 111,440.0 $2.8M 0.05% NEW $25.14 -4.4%
422 KR KROGER CO Consumer Defensive 45,631.0 $2.8M 0.05% NEW $61.39 -4.7%
423 INGERSOLL RAND INC 34,884.0 $2.8M 0.05% NEW $80.19
424 NTRS NORTHERN TR CORP Financial Services 16,487.0 $2.8M 0.05% NEW $169.65 +10.6%
425 CDNS CADENCE DESIGN SYSTEM INC Technology 7,295.0 $2.8M 0.05% NEW $382.06 -12.4%
426 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 11,983.0 $2.7M 0.05% NEW $229.32 +1.8%
427 BAP CREDICORP LTD Financial Services 7,878.0 $2.7M 0.05% NEW $348.56 +9.8%
428 TPL TEXAS PACIFIC LAND CORPORATI Energy 7,159.0 $2.7M 0.05% NEW $383.31 -3.6%
429 BIIB BIOGEN INC Healthcare 13,094.0 $2.7M 0.05% NEW $209.39 +5.6%
430 ESLT ELBIT SYS LTD Industrials 1,185.0 $2.7M 0.05% NEW $2311.83 -68.7%
431 RMD RESMED INC Healthcare 14,285.0 $2.7M 0.05% NEW $191.41 +23.1%
432 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 33,535.0 $2.7M 0.05% NEW $80.92 -8.5%
433 AXP AMERICAN EXPRESS CO Financial Services 8,180.0 $2.7M 0.05% NEW $329.77 +1.9%
434 TNK TEEKAY TANKERS LTD Energy 37,109.0 $2.7M 0.05% NEW $72.50 +14.8%
435 CPRT COPART INC Industrials 84,340.0 $2.7M 0.05% NEW $31.86 +2.6%
436 FTS FORTIS INC Utilities 33,625.0 $2.7M 0.05% NEW $79.58 -30.4%
437 CFG CITIZENS FINL GROUP INC Financial Services 38,909.0 $2.6M 0.05% NEW $67.86 +3.9%
438 TOST TOAST INC Technology 104,667.0 $2.6M 0.05% NEW $25.07 +47.5%
439 TECHNIPFMC PLC 39,086.0 $2.6M 0.05% NEW $66.33
440 GH GUARDANT HEALTH INC Healthcare 20,551.0 $2.6M 0.05% NEW $125.87 +35.8%
Page 22 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%