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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 30 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 JCI JOHNSON CONTROLS INTERNATION Industrials 7,094.0 $1.0M 0.02% NEW $142.27 -0.3%
582 MSTR STRATEGY INC Technology 9,572.0 $1.0M 0.02% NEW $105.39 +20.3%
583 AFRM AFFIRM HLDGS INC Technology 13,936.0 $992K 0.02% NEW $71.18 +9.5%
584 MEDP MEDPACE HLDGS INC Healthcare 2,232.0 $992K 0.02% NEW $444.31 +38.2%
585 CINF CINCINNATI FINL CORP Financial Services 5,657.0 $990K 0.02% NEW $174.98 -2.0%
586 XYL XYLEM INC Industrials 8,925.0 $989K 0.02% NEW $110.85 +1.8%
587 PPL PPL CORP Utilities 27,381.0 $988K 0.02% NEW $36.10 -3.1%
588 PLUG PLUG PWR INC Industrials 300,000.0 $988K 0.02% NEW $3.29 -31.1%
589 STN STANTEC INC Industrials 10,167.0 $987K 0.02% NEW $97.08 -24.3%
590 SATS ECHOSTAR CORP Technology 8,787.0 $983K 0.02% NEW $111.92 -22.3%
591 TWLO TWILIO INC Communication Services 5,286.0 $978K 0.02% NEW $184.95 +21.1%
592 HTHT H WORLD GROUP LTD Consumer Cyclical 20,616.0 $976K 0.02% NEW $47.34 +4.5%
593 ES EVERSOURCE ENERGY Utilities 13,727.0 $974K 0.02% NEW $70.94 +0.1%
594 DHI D R HORTON INC Consumer Cyclical 6,257.0 $971K 0.02% NEW $155.20 -2.8%
595 AMRIZE LTD 18,251.0 $971K 0.02% NEW $53.19
596 PPG PPG INDS INC Basic Materials 8,148.0 $963K 0.02% NEW $118.14 -3.8%
597 GIS GENERAL MILLS INC Consumer Defensive 27,491.0 $948K 0.02% NEW $34.50 +15.3%
598 SYF SYNCHRONY FINANCIAL Financial Services 12,629.0 $948K 0.02% NEW $75.06 +7.6%
599 FE FIRSTENERGY CORP Utilities 19,990.0 $946K 0.02% NEW $47.34 -1.6%
600 RDDT REDDIT INC Communication Services 5,584.0 $943K 0.02% NEW $168.89 -3.9%
Page 30 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%