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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 8 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RRX REGAL REXNORD CORP Industrials 125,354.0 $17.8M 0.18% NEW $142.39 +38.5%
142 DVN DEVON ENERGY CORP Energy 484,590.0 $17.8M 0.18% NEW $36.82 +34.4%
143 APOS APOLLO GLOBAL MANAGEMENT INC Financial Services 120,160.0 $17.6M 0.17% NEW $146.06 -82.3%
144 MAR MARRIOTT INTL INC. -A- Consumer Cyclical 54,815.0 $17.2M 0.17% NEW $313.94 +12.5%
145 SU SUNCOR ENERGY Energy 386,108.0 $17.2M 0.17% NEW $44.56 +53.3%
146 ABBV ABBVIE INC Healthcare 74,397.0 $17.1M 0.17% NEW $229.74 -8.8%
147 SATS ECHOSTAR CORP-A Technology 156,105.0 $17.0M 0.17% NEW $109.20 +25.7%
148 NEE NEXTERA ENERGY Utilities 210,425.0 $16.9M 0.17% NEW $80.53 +15.9%
149 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 42,476.0 $16.9M 0.17% NEW $397.25 -27.9%
150 EIX EDISON INTERNATIONAL Utilities 279,577.0 $16.9M 0.17% NEW $60.35 +14.6%
151 WDC WESTERN DIGITAL CORP Technology 95,094.0 $16.7M 0.17% NEW $176.06 +173.8%
152 PCG P G & E CORP Utilities 1,016,258.0 $16.3M 0.16% NEW $16.08 +0.3%
153 MET METLIFE INC Financial Services 200,916.0 $16.0M 0.16% NEW $79.78 +0.0%
154 DAL DELTA AIR LINES Industrials 230,886.0 $16.0M 0.16% NEW $69.34 +1.3%
155 HON HONEYWELL INTERNATIONAL INC. Industrials 81,064.0 $15.9M 0.16% NEW $196.36 +8.6%
156 CAH CARDINAL HEALTH INC Healthcare 76,612.0 $15.9M 0.16% NEW $207.21 -3.6%
157 CRM SALESFORCE --- REGISTERED SHS Technology 58,908.0 $15.7M 0.16% NEW $265.92 -34.8%
158 RKT ROCKET COS INC-CLASS A Financial Services 775,910.0 $15.6M 0.16% NEW $20.06 -33.4%
159 ODFL OLD DOMINION FREIGHT LINES Industrials 95,647.0 $15.2M 0.15% NEW $159.31 +27.5%
160 SPOT SPOTIFY TECHNOLOGY S.A Communication Services 26,291.0 $15.2M 0.15% NEW $576.68 -24.2%
Page 8 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%