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Portfolio (Quarterly) Guide ↗

Mediolanum International Funds Ltd

· CIK 0002022028
13F Portfolio $9.4B AUM 431 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 58 New 185 Added 178 Reduced 35 Exited
Page 10 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AWK AMERICAN WATER WORKS CO INC Utilities 7,837.0 $1.1M 0.01% +7K +812.3% $138.82 -10.5%
182 TYL TYLER TECHNOLOGIES INC Technology 3,138.0 $1.1M 0.01% +174.0 +5.9% $341.15 -12.3%
183 BMO BANK OF MONTREAL Financial Services 7,177.0 $945K 0.01% +3K +90.7% $131.71 +15.8%
184 GRMN GARMIN LTD Technology 2,276.0 $514K 0.01% +928.0 +68.8% $226.00 +3.7%
185 ALC ALCON INC Healthcare 5,023.0 $373K 0.00% +2K +47.3% $74.25 -14.3%
Page 10 of 10  ·  185 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 32.7%
Financial Services 11.3%
Communication Services 10.6%
Healthcare 10.1%
Industrials 9.1%
Consumer Cyclical 9.1%
Consumer Defensive 5.9%
Energy 5.7%
Basic Materials 2.4%
Utilities 2.1%