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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 5 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 J P MORGAN EXCHANGE TRADED F 19,950.0 $1.0M 0.20% NEW $50.57
82 AZN ASTRAZENECA PLC Healthcare 5,340.0 $995K 0.20% NEW $186.42 -10.6%
83 OIH VANECK ETF TRUST 2,635.0 $980K 0.20% NEW $372.03 +9.9%
84 XYL XYLEM INC Industrials 8,189.0 $968K 0.19% NEW $118.21 -3.4%
85 PGR PROGRESSIVE CORP Financial Services 4,403.0 $962K 0.19% NEW $218.45 +2.5%
86 AZO AUTOZONE INC Consumer Cyclical 300.0 $959K 0.19% NEW $3195.94 -5.8%
87 BAC BANK OF AMER CORP Financial Services 16,725.0 $953K 0.19% NEW $56.98 +9.4%
88 FITB FIFTH THIRD BANCORP Financial Services 16,687.0 $941K 0.19% NEW $56.37 -2.6%
89 ENB ENBRIDGE INC Energy 17,063.0 $925K 0.18% NEW $54.21 -7.6%
90 GM GENERAL MTRS CO Consumer Cyclical 11,537.0 $889K 0.18% NEW $77.08 +12.8%
91 BKR BAKER HUGHES COMPANY Energy 15,990.0 $887K 0.18% NEW $55.50 +11.7%
92 UNH UNITEDHEALTH GROUP INC Healthcare 2,112.0 $878K 0.18% NEW $415.63 -4.1%
93 FANG DIAMONDBACK ENERGY INC Energy 4,896.0 $861K 0.17% NEW $175.78 +17.0%
94 SIL GLOBAL X FDS 11,000.0 $852K 0.17% NEW $77.46 +29.6%
95 FCX FREEPORT MCMORAN INC Basic Materials 13,443.0 $845K 0.17% NEW $62.89 +23.7%
96 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,736.0 $844K 0.17% NEW $178.24 +19.7%
97 JCI JOHNSON CONTROLS INTERNATION Industrials 5,592.0 $817K 0.16% NEW $146.11 -2.1%
98 HAL HALLIBURTON CO Energy 23,860.0 $810K 0.16% NEW $33.95 +2.0%
99 DE DEERE & CO Industrials 1,272.0 $807K 0.16% NEW $634.33 +2.3%
100 ENPH ENPHASE ENERGY INC Energy 15,800.0 $778K 0.16% NEW $49.24 -24.5%
Page 5 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%