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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 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 APTIV PLC 173,504.0 $11.6M 0.12% +15K +9.5% $66.64
182 GLW CORNING INC Technology 89,816.0 $11.5M 0.12% NEW $128.55 +49.2%
183 MSI MOTOROLA SOLTN/EX-DISTR Technology 26,925.0 $11.5M 0.12% -7K -20.8% $426.78 -7.8%
184 QXO QXO INC Industrials 615,571.0 $11.2M 0.12% NEW $18.21 -10.3%
185 COHR COHERENT CORP Technology 50,790.0 $11.2M 0.12% NEW $219.65 +65.2%
186 INTC INTEL CORP. Technology 267,096.0 $11.0M 0.12% +40K +17.4% $41.19 +164.1%
187 CCL CARNIVAL CORP Consumer Cyclical 457,962.0 $11.0M 0.12% -171K -27.2% $23.96 +4.0%
188 EOG EOG RESOURCES INC. Energy 72,328.0 $10.8M 0.12% -25K -25.8% $149.89 -6.4%
189 SHOP SHOPIFY INC Technology 96,756.0 $10.8M 0.12% +4K +4.7% $111.91 -10.4%
190 BNS BANK OF NOVA SCOTIA Financial Services 160,374.0 $10.8M 0.12% +28K +21.6% $67.44 +14.6%
191 APOS APOLLO GLOBAL MANAGEMENT INC Financial Services 97,992.0 $10.8M 0.11% -22K -18.4% $109.95 -76.5%
192 KGC KINROSS GOLD CORP Basic Materials 371,824.0 $10.6M 0.11% -153K -29.2% $28.61 -0.8%
193 ALB ALBEMARLE CORP Basic Materials 59,360.0 $10.5M 0.11% +2K +4.0% $177.22 -0.8%
194 BK BANK OF NEW YORK MELLON CORP Financial Services 90,419.0 $10.4M 0.11% +72K +399.6% $115.18 +18.6%
195 ZM ZOOM COMMUNCTINS INC -A- Technology 132,337.0 $10.4M 0.11% -24K -15.4% $78.68 +27.3%
196 ABT ABBOTT LABORATORIES INC Healthcare 101,359.0 $10.3M 0.11% +46K +83.7% $101.88 -13.7%
197 IBKR INTERACTIVE BROKER GROUP INC Financial Services 162,067.0 $10.3M 0.11% -11K -6.2% $63.69 +36.6%
198 IBM INTL BUSINESS MACHINES CORP Technology 43,411.0 $10.3M 0.11% -39K -47.6% $237.25 -7.6%
199 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 115,549.0 $10.2M 0.11% +2K +1.9% $88.23 +13.9%
200 ENPH ENPHASE ENERGY INC Energy 283,209.0 $10.1M 0.11% NEW $35.64 +48.4%
Page 10 of 22  ·  431 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%