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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 25 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FNV FRANCO NEV CORP Basic Materials 6,890.0 $2.1M 0.04% NEW $304.30 -12.1%
482 DRI DARDEN RESTAURANTS INC Consumer Cyclical 10,104.0 $2.1M 0.04% NEW $206.68 +5.9%
483 ROL ROLLINS INC Consumer Cyclical 44,350.0 $2.0M 0.04% NEW $45.81 -19.9%
484 AEE AMEREN CORP Utilities 18,318.0 $2.0M 0.04% NEW $110.79 -2.7%
485 ENTG ENTEGRIS INC Technology 11,610.0 $2.0M 0.04% NEW $174.30 -18.3%
486 APOS APOLLO GLOBAL MGMT INC 15,253.0 $2.0M 0.04% NEW $131.45
487 CRWV COREWEAVE INC Technology 17,084.0 $2.0M 0.04% NEW $116.82 -24.7%
488 RJF RAYMOND JAMES FINL INC Financial Services 13,049.0 $2.0M 0.04% NEW $152.80 +15.6%
489 BTG B2GOLD CORP Basic Materials 301,010.0 $2.0M 0.04% NEW $6.59 -12.8%
490 CGAU CENTERRA GOLD INC Basic Materials 84,344.0 $2.0M 0.04% NEW $23.41 +1.3%
491 EGO ELDORADO GOLD CORP NEW Basic Materials 43,776.0 $1.9M 0.04% NEW $44.31 +6.0%
492 EXPD EXPEDITORS INTL WASH INC Industrials 11,845.0 $1.9M 0.04% NEW $162.54 +17.0%
493 ARIS ARIS MINING CORPORATION Basic Materials 78,578.0 $1.9M 0.04% NEW $24.40 -15.4%
494 EOG EOG RES INC Energy 14,168.0 $1.9M 0.04% NEW $134.24 +7.9%
495 RTX RTX CORPORATION Industrials 10,304.0 $1.9M 0.04% NEW $183.36 +15.6%
496 MDLZ MONDELEZ INTL INC Consumer Defensive 31,282.0 $1.9M 0.04% NEW $60.15 +4.7%
497 PKG PACKAGING CORP AMER Consumer Cyclical 7,949.0 $1.9M 0.04% NEW $236.44 +4.3%
498 WSM WILLIAMS SONOMA INC Consumer Cyclical 8,585.0 $1.9M 0.04% NEW $218.56 +8.6%
499 HRL HORMEL FOODS CORP Consumer Defensive 80,000.0 $1.9M 0.04% NEW $23.45 +1.0%
500 AES AES CORP Utilities 129,476.0 $1.9M 0.04% NEW $14.48 +1.7%
Page 25 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%