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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 23 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 18,394.0 $4.8M 0.01% NEW $261.61 +30.7%
442 CARNIVAL CORP LTD 166,393.0 $4.8M 0.01% NEW $28.57
443 EQR EQUITY RESIDENTIAL Real Estate 69,940.0 $4.8M 0.01% NEW $67.94 -6.3%
444 UDR UDR INC Real Estate 118,776.0 $4.7M 0.01% NEW $39.93 -5.4%
445 HAL HALLIBURTON CO Energy 135,084.0 $4.6M 0.01% NEW $33.98 +4.0%
446 VRSK VERISK ANALYTICS INC Industrials 25,395.0 $4.6M 0.01% NEW $179.52 +4.4%
447 AGCO AGCO CORP Industrials 37,822.0 $4.5M 0.01% NEW $119.70 -10.8%
448 DVN DEVON ENERGY CORP NEW Energy 109,298.0 $4.5M 0.01% NEW $41.36 +18.7%
449 LPLA LPL FINL HLDGS INC Financial Services 16,043.0 $4.5M 0.01% NEW $280.52 +28.8%
450 KVUE KENVUE INC Consumer Defensive 232,694.0 $4.4M 0.01% NEW $19.11 -0.3%
451 FRPT FRESHPET INC Consumer Defensive 74,332.0 $4.4M 0.01% NEW $59.15 +25.0%
452 GRAB GRAB HOLDINGS LIMITED Technology 1,161,336.0 $4.4M 0.01% NEW $3.77 -7.7%
453 CTAS CINTAS CORP Industrials 25,653.0 $4.4M 0.01% NEW $170.03 +19.9%
454 WMS ADVANCED DRAIN SYS INC DEL Industrials 27,093.0 $4.3M 0.01% NEW $156.90 -8.4%
455 ANGLOGOLD ASHANTI PLC 51,408.0 $4.2M 0.01% NEW $81.18
456 GTLS CHART INDS INC Industrials 19,816.0 $4.1M 0.01% NEW $208.94 +0.5%
457 FLS FLOWSERVE CORP Industrials 55,254.0 $4.1M 0.01% NEW $74.16 +7.1%
458 CX CEMEX SA EURO MTN BE 144A Basic Materials 341,253.0 $4.1M 0.01% NEW $12.00 -7.4%
459 MOD MODINE MFG CO Consumer Cyclical 15,357.0 $4.1M 0.01% NEW $266.56 -25.8%
460 WPM WHEATON PRECIOUS METALS CORP Basic Materials 35,973.0 $4.0M 0.01% NEW $112.00 +40.9%
Page 23 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%