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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 40 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SKM SK TELECOM CO LTD Communication Services 5,188.0 $168K NEW $32.37 +24.5%
782 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,449.0 $167K NEW $115.47 +15.4%
783 AYI ACUITY INC Industrials 449.0 $165K NEW $367.96 -6.8%
784 LNTH LANTHEUS HLDGS INC Healthcare 1,502.0 $165K NEW $109.68 -8.9%
785 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,174.0 $164K NEW $140.02 +2.6%
786 CAC CAMDEN NATL CORP Financial Services 3,026.0 $163K NEW $54.01 +4.9%
787 NWN NORTHWEST NAT HLDG CO Utilities 3,231.0 $162K NEW $50.03 -1.2%
788 KRNY KEARNY FINL CORP MD Financial Services 17,350.0 $161K NEW $9.28 +4.9%
789 PINE ALPINE INCOME PPTY TR INC Real Estate 7,554.0 $161K NEW $21.28 -8.1%
790 CR CRANE COMPANY Industrials 723.0 $159K NEW $220.51 -5.5%
791 ENIC ENEL CHILE SA Utilities 35,411.0 $159K NEW $4.50 -1.3%
792 W WAYFAIR INC Consumer Cyclical 1,661.0 $159K NEW $95.72 +6.1%
793 GWRE GUIDEWIRE SOFTWARE INC Technology 1,314.0 $159K NEW $120.98 +56.4%
794 LECO LINCOLN ELEC HLDGS INC Industrials 600.0 $159K NEW $264.39 +6.6%
795 AGX ARGAN INC Industrials 198.0 $157K NEW $792.29 -36.7%
796 DKNG DRAFTKINGS INC NEW Consumer Cyclical 6,192.0 $156K NEW $25.26 +3.6%
797 GKOS GLAUKOS CORP Healthcare 1,098.0 $156K NEW $142.32 +29.9%
798 BRKR BRUKER CORP Healthcare 2,608.0 $156K NEW $59.77 -0.3%
799 ONTO ONTO INNOVATION INC Technology 443.0 $156K NEW $351.77 -16.6%
800 ALLY ALLY FINL INC Financial Services 3,285.0 $155K NEW $47.29 -9.2%
Page 40 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%