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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 21 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FDX FEDEX CORP Industrials 19,292.0 $6.1M 0.02% NEW $313.64 +4.0%
402 EQT EQT CORP Energy 112,418.0 $6.0M 0.02% NEW $53.13 +1.4%
403 RMD RESMED INC Healthcare 30,561.0 $6.0M 0.02% NEW $195.05 +17.1%
404 ANNALY CAPITAL MANAGEMENT IN 263,957.0 $5.9M 0.02% NEW $22.38
405 LHX L3HARRIS TECHNOLOGIES INC Industrials 20,166.0 $5.9M 0.02% NEW $290.59 -6.9%
406 CMS CMS ENERGY CORP Utilities 76,344.0 $5.8M 0.02% NEW $76.54 -8.8%
407 TPR TAPESTRY INC Consumer Cyclical 39,864.0 $5.8M 0.02% NEW $146.41 -11.3%
408 O REALTY INCOME CORP Real Estate 94,180.0 $5.8M 0.02% NEW $61.96 +1.9%
409 DOC HEALTHPEAK PROPERTIES INC Real Estate 270,684.0 $5.8M 0.02% NEW $21.41 -1.0%
410 DOV DOVER CORP Industrials 25,727.0 $5.8M 0.01% NEW $224.28 -10.9%
411 RGTI RIGETTI COMPUTING INC Technology 296,379.0 $5.7M 0.01% NEW $19.32 -16.9%
412 ENTERGY CORP NEW 49,582.0 $5.7M 0.01% NEW $115.19
413 FICO FAIR ISAAC CORP Technology 4,708.0 $5.6M 0.01% NEW $1194.20 -3.7%
414 WST WEST PHARMACEUTICAL SVSC INC Healthcare 15,452.0 $5.5M 0.01% NEW $358.98 -1.5%
415 RL RALPH LAUREN CORP Consumer Cyclical 13,804.0 $5.5M 0.01% NEW $401.37 -7.2%
416 PAYX PAYCHEX INC Industrials 56,276.0 $5.5M 0.01% NEW $98.43 +24.9%
417 VMC VULCAN MATLS CO Basic Materials 18,515.0 $5.5M 0.01% NEW $295.33 -8.4%
418 MKC MCCORMICK & CO INC Consumer Defensive 107,830.0 $5.4M 0.01% NEW $50.51 +9.3%
419 ALV AUTOLIV INC Consumer Cyclical 46,290.0 $5.4M 0.01% NEW $116.18 +4.7%
420 KKR KKR & CO INC Financial Services 58,424.0 $5.3M 0.01% NEW $91.56 +16.9%
Page 21 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%