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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 15 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HSY HERSHEY CO/THE Consumer Defensive 22,546.0 $4.1M 0.04% NEW $182.19 +2.7%
282 MLM MARTIN MARIETTA MATERIALS INC. Basic Materials 6,488.0 $4.1M 0.04% NEW $631.42 -11.6%
283 ADI ANALOG DEVICES INC Technology 14,808.0 $4.1M 0.04% NEW $274.82 +55.1%
284 FUTU FUTU HOLDINGS LTD /SADR Financial Services 24,597.0 $4.1M 0.04% NEW $165.27 -19.3%
285 UPS UNITED PARCEL SERVICE INC -B- Industrials 40,001.0 $4.0M 0.04% NEW $99.64 -4.0%
286 MGA MAGNA INTERNATIONAL INC Consumer Cyclical 73,585.0 $4.0M 0.04% NEW $53.70 +12.5%
287 BX BLACKSTONE INC Financial Services 25,141.0 $3.9M 0.04% NEW $154.78 -24.9%
288 PFE PFIZER INC. Healthcare 152,607.0 $3.8M 0.04% NEW $24.99 +0.9%
289 MNDY MONDAY.COM RG Technology 26,228.0 $3.8M 0.04% NEW $145.32 -48.3%
290 ULTA ULTA BEAUTY INC Consumer Cyclical 6,188.0 $3.8M 0.04% NEW $606.89 -19.1%
291 HCA HCA HEALTHCARE INC Healthcare 7,925.0 $3.8M 0.04% NEW $473.26 -10.3%
292 AIG AMERICAN INTERNATIONAL GROUP Financial Services 42,939.0 $3.7M 0.04% NEW $86.13 -11.3%
293 WMB WILLIAMS COMPANIES INC Energy 60,761.0 $3.7M 0.04% NEW $60.16 +28.3%
294 NOC NORTHROP GRUMMAN CORP Industrials 6,357.0 $3.7M 0.04% NEW $574.57 -5.6%
295 MRSH MARSH & MC-LENNAN COS INC Financial Services 19,130.0 $3.6M 0.04% NEW $187.36 -13.5%
296 DHR DANAHER CORP Healthcare 15,522.0 $3.6M 0.04% NEW $230.67 -29.7%
297 VZ VERIZON COMMUNICATIONS INC Communication Services 87,765.0 $3.6M 0.04% NEW $40.70 +13.8%
298 PSA PUBLIC STORAGE Real Estate 13,562.0 $3.5M 0.04% NEW $261.13 +13.0%
299 MKL MARKEL GROUP INC Financial Services 1,629.0 $3.5M 0.04% NEW $2173.77 -15.3%
300 CNQ CANADIAN NATURAL RESOURCES Energy 103,409.0 $3.5M 0.04% NEW $33.96 +39.9%
Page 15 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%