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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 12 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DHI D R HORTON INC Consumer Cyclical 158,278.0 $25.8M 0.07% NEW $162.98 -6.8%
222 DLR DIGITAL RLTY TR INC Real Estate 139,979.0 $25.2M 0.07% NEW $179.68 +7.0%
223 CARR CARRIER GLOBAL CORPORATION Industrials 342,793.0 $25.1M 0.07% NEW $73.35 -16.6%
224 CENCORA INC 85,948.0 $24.3M 0.07% NEW $282.96
225 DUK DUKE ENERGY CORP NEW Utilities 191,381.0 $24.3M 0.07% NEW $126.78 -2.5%
226 CLH CLEAN HARBORS INC Industrials 80,250.0 $24.0M 0.06% NEW $298.76 +8.9%
227 AMCOR PLC 547,373.0 $23.7M 0.06% NEW $43.35
228 HCA HCA HEALTHCARE INC Healthcare 60,345.0 $23.5M 0.06% NEW $389.92 +4.4%
229 INCY INCYTE CORP Healthcare 204,785.0 $23.2M 0.06% NEW $113.53 +13.2%
230 IEX IDEX CORP Industrials 101,448.0 $23.0M 0.06% NEW $226.92 +3.3%
231 ALAB ASTERA LABS INC Technology 46,076.0 $22.2M 0.06% NEW $482.48 -40.1%
232 FFIV F5 INC Technology 53,379.0 $22.2M 0.06% NEW $415.85 -8.0%
233 BIIB BIOGEN INC Healthcare 102,594.0 $22.2M 0.06% NEW $216.11 +2.5%
234 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 81,628.0 $22.2M 0.06% NEW $271.49 -13.5%
235 PFE PFIZER INC Healthcare 909,039.0 $21.9M 0.06% NEW $24.12 +17.1%
236 CANADIAN PACIFIC KANSAS CITY 250,812.0 $21.7M 0.06% NEW $86.65
237 LH LABCORP HOLDINGS INC Healthcare 74,478.0 $20.9M 0.06% NEW $279.99 +18.0%
238 STE STERIS PLC Healthcare 98,464.0 $20.7M 0.06% NEW $210.59 +12.5%
239 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 317,099.0 $20.3M 0.05% NEW $64.01 +16.6%
240 XEL XCEL ENERGY INC Utilities 251,612.0 $20.2M 0.05% NEW $80.41 -1.2%
Page 12 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 37.8%
Financial Services 10.5%
Consumer Cyclical 10.5%
Healthcare 9.7%
Communication Services 9.4%
Industrials 7.9%
Consumer Defensive 4.9%
Energy 2.8%
Utilities 2.7%
Basic Materials 2.6%