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Portfolio (Quarterly) Guide ↗

Intesa Sanpaolo Wealth Management

· CIK 0002110902
13F Portfolio $500M AUM 309 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 309 New
Page 3 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABNB AIRBNB INC Consumer Cyclical 18,000.0 $2.6M 0.52% NEW $143.10 +32.9%
42 IEMG ISHARES INC 30,529.0 $2.5M 0.51% NEW $82.84 -2.8%
43 ISRG INTUITIVE SURGICAL INC Healthcare 6,283.0 $2.5M 0.50% NEW $397.68 -6.1%
44 JNJ JOHNSON & JOHNSON Healthcare 9,737.0 $2.5M 0.49% NEW $253.97 +7.5%
45 NFLX NETFLIX INC. Communication Services 34,152.0 $2.4M 0.49% NEW $71.40 +12.1%
46 ANET ARISTA NETWORKS INC Technology 13,269.0 $2.3M 0.45% NEW $169.88 +10.8%
47 MA MASTERCARD INCORPORATED Financial Services 4,124.0 $2.1M 0.42% NEW $513.60 +16.8%
48 AMAT APPLIED MATLS INC Technology 2,815.0 $2.0M 0.41% NEW $723.00 -33.0%
49 NEE NEXTERA ENERGY INC Utilities 22,971.0 $2.0M 0.40% NEW $87.77 -4.2%
50 ISHARES TR 20,000.0 $2.0M 0.40% NEW $99.14
51 TSLA TESLA INC Consumer Cyclical 4,703.0 $2.0M 0.40% NEW $420.60 -17.0%
52 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,110.0 $2.0M 0.40% NEW $935.47 +3.8%
53 CVX CHEVRON CORPORATION Energy 11,588.0 $1.9M 0.38% NEW $165.76 +22.5%
54 FERROVIAL NV 25,901.0 $1.8M 0.35% NEW $68.34
55 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,325.0 $1.7M 0.35% NEW $746.77 +2.2%
56 IVW ISHARES TR 12,500.0 $1.7M 0.34% NEW $137.53 +0.3%
57 C CITIGROUP INC Financial Services 12,091.0 $1.7M 0.34% NEW $139.96 -5.9%
58 XLE SELECT SECTOR SPDR TR 31,000.0 $1.6M 0.33% NEW $53.11 +18.8%
59 GS GOLDMAN SACHS GROUP INC Financial Services 1,598.0 $1.6M 0.32% NEW $1011.37 +2.5%
60 EXI ISHARES TR 8,000.0 $1.6M 0.32% NEW $200.50 -0.1%
Page 3 of 16  ·  309 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 31.2%
Financial Services 27.6%
Consumer Cyclical 9.8%
Communication Services 9.1%
Industrials 6.4%
Healthcare 6.1%
Consumer Defensive 3.6%
Energy 3.4%
Basic Materials 2.2%
Utilities 0.5%