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Portfolio (Quarterly) Guide ↗

Mediolanum International Funds Ltd

· CIK 0002022028
13F Portfolio $10.0B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 408 New
Page 14 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ENB ENBRIDGE INC. Energy 116,394.0 $5.6M 0.06% NEW $48.08 +16.9%
262 BKR BAKER HUGHES COMPANY Energy 118,550.0 $5.5M 0.06% NEW $46.09 +39.1%
263 SMURFIT WESTROCK LIMITED 140,597.0 $5.5M 0.06% NEW $38.84
264 TXN TEXAS INSTRUMENTS INC Technology 30,846.0 $5.4M 0.05% NEW $175.42 +74.6%
265 GEN GEN DIGITAL INC Technology 196,390.0 $5.4M 0.05% NEW $27.46 -15.6%
266 DE DEERE & CO. Industrials 11,448.0 $5.4M 0.05% NEW $469.94 +22.3%
267 CM CANAD.IMPER.BK OF COMMERCE Financial Services 58,671.0 $5.4M 0.05% NEW $91.58 +21.5%
268 B BARRICK MINING CORPORATION Basic Materials 118,004.0 $5.2M 0.05% NEW $44.28 -8.3%
269 WEC WEC ENERGY GROUP INC. Utilities 48,262.0 $5.1M 0.05% NEW $106.09 +5.2%
270 GD GENERAL DYNAMICS CORP Industrials 14,378.0 $4.9M 0.05% NEW $339.47 +0.3%
271 RY ROYAL BANK OF CANADA Financial Services 27,701.0 $4.8M 0.05% NEW $171.75 +4.8%
272 INCY INCYTE CORP Healthcare 48,073.0 $4.8M 0.05% NEW $98.91 -1.3%
273 TRP TC ENERGY CORPORATION Energy 80,760.0 $4.5M 0.04% NEW $56.23 +21.2%
274 ELV ELEVANCE HEALTH INC Healthcare 12,963.0 $4.5M 0.04% NEW $348.80 +13.7%
275 KR KROGER CO. Consumer Defensive 71,961.0 $4.5M 0.04% NEW $62.68 +6.6%
276 HIG HARTFORD INSURANCE GROUP INC Financial Services 32,474.0 $4.5M 0.04% NEW $138.84 -3.3%
277 ECL ECOLAB INC. Basic Materials 16,917.0 $4.5M 0.04% NEW $264.48 -5.9%
278 BABA ALIBABA GROUP HOLDING-SP ADR Consumer Cyclical 30,169.0 $4.4M 0.04% NEW $147.36 -10.0%
279 RDDT REDDIT INC-CL A Communication Services 17,930.0 $4.2M 0.04% NEW $233.36 -33.0%
280 MP MP MATERIALS CORP Basic Materials 82,901.0 $4.2M 0.04% NEW $50.44 +19.6%
Page 14 of 21  ·  408 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 34.7%
Financial Services 13.2%
Consumer Cyclical 10.4%
Healthcare 10.2%
Communication Services 10.0%
Industrials 8.5%
Consumer Defensive 5.0%
Energy 3.6%
Basic Materials 2.7%
Utilities 1.3%