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Portfolio (Quarterly) Guide ↗

Eurizon Capital SGR S.p.A.

· CIK 0002107286
13F Portfolio $37.3B AUM 1,237 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1237 New
Page 19 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AZO AUTOZONE INC Consumer Cyclical 2,496.0 $8.0M 0.02% NEW $3189.59 -7.3%
362 CNH INDL N V 706,742.0 $8.0M 0.02% NEW $11.26
363 AME AMETEK INC Industrials 32,889.0 $7.9M 0.02% NEW $241.39 -0.8%
364 CCI CROWN CASTLE INC Real Estate 103,442.0 $7.8M 0.02% NEW $75.85 -0.5%
365 ES EVERSOURCE ENERGY Utilities 107,817.0 $7.8M 0.02% NEW $72.30 -2.9%
366 BE BLOOM ENERGY CORP Industrials 25,802.0 $7.7M 0.02% NEW $299.67 -32.8%
367 PYPL PAYPAL HLDGS INC Financial Services 177,883.0 $7.7M 0.02% NEW $43.29 +42.2%
368 NET CLOUDFLARE INC Technology 31,299.0 $7.7M 0.02% NEW $245.22 +19.5%
369 ITUB ITAU UNIBANCO HLDG S A Financial Services 930,696.0 $7.6M 0.02% NEW $8.18 -8.5%
370 MAR MARRIOTT INTL INC NEW Consumer Cyclical 20,460.0 $7.6M 0.02% NEW $371.52 -4.1%
371 ROP ROPER TECHNOLOGIES INC Industrials 22,392.0 $7.6M 0.02% NEW $338.32 +21.7%
372 KMB KIMBERLY-CLARK CORP Consumer Defensive 67,180.0 $7.4M 0.02% NEW $109.78 -0.4%
373 YUM YUM BRANDS INC Consumer Cyclical 45,955.0 $7.3M 0.02% NEW $159.76 -4.2%
374 PRU PRUDENTIAL FINL INC Financial Services 67,191.0 $7.3M 0.02% NEW $108.01 +12.2%
375 DECK DECKERS OUTDOOR CORP Consumer Cyclical 71,755.0 $7.1M 0.02% NEW $99.35 -7.7%
376 CVNA CARVANA CO Consumer Cyclical 108,071.0 $7.1M 0.02% NEW $65.71 +6.4%
377 HIG HARTFORD INSURANCE GROUP INC Financial Services 52,977.0 $7.0M 0.02% NEW $132.57 +2.7%
378 AFL AFLAC INC Financial Services 59,756.0 $7.0M 0.02% NEW $117.53 -1.2%
379 COIN COINBASE GLOBAL INC Financial Services 47,828.0 $7.0M 0.02% NEW $146.27 +27.5%
380 GIS GENERAL MILLS INC Consumer Defensive 196,880.0 $6.9M 0.02% NEW $35.17 +13.7%
Page 19 of 62  ·  1,237 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 39.0%
Financial Services 10.8%
Consumer Cyclical 10.8%
Healthcare 10.0%
Industrials 8.2%
Communication Services 6.6%
Consumer Defensive 5.1%
Energy 2.9%
Utilities 2.8%
Basic Materials 2.6%