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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 17 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EQT EQT Energy 54,136.0 $3.0M 0.03% NEW $54.63 +2.9%
322 CME CME GROUP INC Financial Services 10,718.0 $3.0M 0.03% NEW $275.83 +9.0%
323 SYK STRYKER CORP. Healthcare 8,155.0 $2.9M 0.03% NEW $354.12 -13.4%
324 RF REGIONS FINANCIAL CORP Financial Services 102,265.0 $2.8M 0.03% NEW $27.32 -1.9%
325 ROST ROSS STORES INC Consumer Cyclical 15,215.0 $2.8M 0.03% NEW $181.45 +17.3%
326 RJF RAYMOND JAMES FIN.INC Financial Services 16,981.0 $2.8M 0.03% NEW $162.55 -5.1%
327 NUE NUCOR CORP. Basic Materials 16,511.0 $2.7M 0.03% NEW $164.80 +38.1%
328 DOV DOVER CORP. Industrials 13,269.0 $2.6M 0.03% NEW $197.78 +6.5%
329 CLS CELESTICA INC Technology 8,522.0 $2.6M 0.03% NEW $299.68 +17.6%
330 AVY AVERY DENNISON CORP Industrials 13,815.0 $2.5M 0.03% NEW $183.16 -14.5%
331 NTR NUTRIEN LTD Basic Materials 40,436.0 $2.5M 0.03% NEW $62.56 +13.4%
332 KMI KINDER MORGAN INC Energy 90,845.0 $2.5M 0.03% NEW $27.58 +21.1%
333 NVR NVR INC Consumer Cyclical 341.0 $2.5M 0.03% NEW $7327.20 -23.4%
334 VRTX VERTEX PHARMACEUTICALS Healthcare 5,487.0 $2.5M 0.03% NEW $453.74 -4.0%
335 VLTO VERALTO RG-WI Industrials 24,531.0 $2.5M 0.03% NEW $101.36 -15.6%
336 ALL ALLSTATE CORP Financial Services 11,768.0 $2.5M 0.03% NEW $209.10 +4.1%
337 RPRX ROYAL PHARM RG -A Healthcare 62,109.0 $2.4M 0.02% NEW $38.99 +36.4%
338 PSX PHILLIPS 66 Energy 18,389.0 $2.4M 0.02% NEW $129.56 +33.5%
339 CVE CENOVUS ENERGY Energy 137,619.0 $2.3M 0.02% NEW $17.07 +79.3%
340 JCI JOHNSON CONTROLS INTERNATION Industrials 19,385.0 $2.3M 0.02% NEW $120.94 +17.7%
Page 17 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%