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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 8 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FANG DIAMONDBACK ENERGY INC SHS Energy 10,962.0 $2.2M 0.02% -10K -48.9% $198.65 +0.8%
142 VLTO VERALTO RG-WI Industrials 24,336.0 $2.1M 0.02% -195.0 -0.8% $86.01 -0.9%
143 PSA PUBLIC STORAGE Real Estate 7,684.0 $2.0M 0.02% -6K -43.3% $265.13 +14.3%
144 ALAB ASTERA LABS INC Technology 19,077.0 $1.9M 0.02% -560.0 -2.9% $100.27 +132.1%
145 UPS UNITED PARCEL SERVICE INC -B- Industrials 19,639.0 $1.9M 0.02% -20K -50.9% $94.95 +3.7%
146 A AGILENT TECHNOLOGIES INC Healthcare 15,900.0 $1.8M 0.02% -7K -30.8% $112.01 -0.3%
147 BLK BLACKROCK INC Financial Services 1,900.0 $1.8M 0.02% -23K -92.2% $934.06 +15.8%
148 SOFI SOFI TECHNOLOGIES INC Financial Services 114,405.0 $1.7M 0.02% -275K -70.6% $15.15 +5.7%
149 IMO IMPERIAL OIL LTD Energy 13,213.0 $1.7M 0.02% -377.0 -2.8% $129.76 +2.0%
150 ODFL OLD DOMINION FREIGHT LINES Industrials 8,834.0 $1.7M 0.02% -87K -90.8% $189.75 +4.8%
151 ERIE ERIE INDEMNITY COMPANY CL.A Financial Services 6,494.0 $1.6M 0.02% -5K -43.2% $247.99 -14.0%
152 RF REGIONS FINANCIAL CORP Financial Services 63,225.0 $1.6M 0.02% -39K -38.2% $25.24 +6.2%
153 NVR NVR INC Consumer Cyclical 239.0 $1.6M 0.02% -102.0 -29.9% $6499.34 -12.6%
154 BX BLACKSTONE INC Financial Services 12,127.0 $1.4M 0.01% -13K -51.8% $111.60 +5.6%
155 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 10,094.0 $1.3M 0.01% -41K -80.4% $128.72 +23.6%
156 DKNG DRAFTKINGS RG-A Consumer Cyclical 61,464.0 $1.3M 0.01% -6K -8.4% $20.93 +20.2%
157 UHS UNIVERSAL HEALTH SERVICES-B Healthcare 6,912.0 $1.3M 0.01% -6K -48.0% $182.10 -6.3%
158 AIG AMERICAN INTERNATIONAL GROUP Financial Services 16,864.0 $1.2M 0.01% -26K -60.7% $74.05 +2.8%
159 COF CAPITAL ONE FINANCIAL CORP Financial Services 6,668.0 $1.2M 0.01% -237K -97.3% $178.13 +4.3%
160 MNDY MONDAY.COM RG Technology 17,017.0 $1.2M 0.01% -9K -35.1% $67.88 +2.7%
Page 8 of 9  ·  178 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%