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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 13 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CEG CONSTELLATION ENERGY CORP Utilities 23,195.0 $6.3M 0.12% NEW $269.85 +3.6%
242 BZ KANZHUN LIMITED Industrials 453,917.0 $6.2M 0.12% NEW $13.65 +38.1%
243 XEL XCEL ENERGY INC Utilities 76,534.0 $6.2M 0.12% NEW $80.46 -3.4%
244 DUOL DUOLINGO INC Technology 60,841.0 $6.1M 0.12% NEW $100.70 +39.8%
245 BMO BANK MONTREAL MEDIUM Financial Services 25,229.0 $6.1M 0.12% NEW $240.72 -28.2%
246 ADT ADT INC DEL Industrials 897,808.0 $6.1M 0.12% NEW $6.75 +10.2%
247 TOTALENERGIES SE 79,082.0 $6.0M 0.11% NEW $76.05
248 CSX CSX CORP Industrials 130,156.0 $6.0M 0.11% NEW $46.09 +12.3%
249 KEYS KEYSIGHT TECHNOLOGIES INC Technology 17,091.0 $6.0M 0.11% NEW $350.49 -8.1%
250 AFL AFLAC INC Financial Services 51,062.0 $6.0M 0.11% NEW $117.24 +0.2%
251 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12,664.0 $5.9M 0.11% NEW $469.17 +35.1%
252 AON AON PLC Financial Services 18,133.0 $5.9M 0.11% NEW $327.65 +8.0%
253 NXPI NXP SEMICONDUCTORS N V Technology 19,095.0 $5.9M 0.11% NEW $309.92 -28.0%
254 TEL TE CONNECTIVITY PLC Technology 28,191.0 $5.9M 0.11% NEW $209.55 -2.2%
255 LECO LINCOLN ELEC HLDGS INC Industrials 21,716.0 $5.9M 0.11% NEW $270.99 +7.0%
256 ENPH ENPHASE ENERGY INC Energy 137,952.0 $5.8M 0.11% NEW $42.22 -9.1%
257 FOXA FOX CORP Communication Services 95,820.0 $5.8M 0.11% NEW $60.58 +14.9%
258 AEP AMERICAN ELEC PWR CO INC Utilities 43,708.0 $5.8M 0.11% NEW $131.97 -6.5%
259 IRM IRON MTN INC DEL Real Estate 43,870.0 $5.7M 0.11% NEW $129.80 -6.4%
260 BX BLACKSTONE INC Financial Services 46,884.0 $5.7M 0.11% NEW $121.19 +18.2%
Page 13 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%