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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 23 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SYY SYSCO CORP Consumer Defensive 33,023.0 $2.6M 0.05% NEW $77.88 +6.9%
442 AZO AUTOZONE INC Consumer Cyclical 838.0 $2.6M 0.05% NEW $3057.98 -1.9%
443 RB GLOBAL INC 16,573.0 $2.6M 0.05% NEW $153.95
444 PPC PILGRIMS PRIDE CORP Consumer Defensive 71,401.0 $2.5M 0.05% NEW $35.45 -11.7%
445 INSTALLED BLDG PRODS INC 10,000.0 $2.5M 0.05% NEW $252.45
446 LYV LIVE NATION ENTERTAINMENT IN Communication Services 14,718.0 $2.5M 0.05% NEW $169.91 +7.5%
447 PSA PUBLIC STORAGE Real Estate 7,883.0 $2.5M 0.05% NEW $315.30 +0.7%
448 MELI MERCADOLIBRE INC Consumer Cyclical 1,517.0 $2.5M 0.05% NEW $1636.28 +19.2%
449 WEC WEC ENERGY GROUP INC Utilities 21,658.0 $2.5M 0.05% NEW $114.34 -6.0%
450 TMUS T-MOBILE US INC Communication Services 13,464.0 $2.5M 0.05% NEW $182.85 -1.8%
451 CLX CLOROX CO DEL Consumer Defensive 25,040.0 $2.4M 0.05% NEW $97.80 +6.6%
452 EQX EQUINOX GOLD CORP Basic Materials 144,436.0 $2.4M 0.05% NEW $16.93 -19.5%
453 CHD CHURCH & DWIGHT CO INC Consumer Defensive 24,778.0 $2.4M 0.05% NEW $97.51 +5.5%
454 PONY AI INC 304,649.0 $2.4M 0.04% NEW $7.84
455 GRAB GRAB HOLDINGS LIMITED Technology 665,258.0 $2.4M 0.04% NEW $3.58 +1.7%
456 FN FABRINET Technology 3,796.0 $2.4M 0.04% NEW $625.75 -30.0%
457 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 24,321.0 $2.4M 0.04% NEW $97.60 +11.7%
458 NSC NORFOLK SOUTHN CORP Industrials 7,746.0 $2.4M 0.04% NEW $306.12 +15.2%
459 IAG IAMGOLD CORP Basic Materials 109,002.0 $2.4M 0.04% NEW $21.75 -1.0%
460 KVUE KENVUE INC Consumer Defensive 130,992.0 $2.4M 0.04% NEW $18.02 +6.6%
Page 23 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%