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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 61 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 YPF YPF SOCIEDAD ANONIMA Energy 143.0 $7K NEW $45.47 +11.5%
1202 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 160.0 $6K NEW $39.17 +5.3%
1203 BCO BRINKS CO Industrials 64.0 $6K NEW $92.25 +18.3%
1204 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 81.0 $6K NEW $72.40 +5.3%
1205 BSBR BANCO SANTANDER BRASIL S A Financial Services 1,078.0 $6K NEW $5.25 +6.7%
1206 CHWY CHEWY INC Consumer Cyclical 272.0 $5K NEW $19.44 +18.5%
1207 MMS MAXIMUS INC Industrials 92.0 $5K NEW $54.51 +3.4%
1208 UGP ULTRAPAR PARTICIPACOES SA Energy 869.0 $4K NEW $5.02 +26.1%
1209 HLNE HAMILTON LANE INC Financial Services 58.0 $4K NEW $75.07 +34.7%
1210 RNA ATRIUM THERAPEUTICS INC Healthcare 287.0 $4K NEW $13.66 -6.0%
1211 DOCS DOXIMITY INC Healthcare 185.0 $4K NEW $20.61 +21.0%
1212 WHR WHIRLPOOL CORP Consumer Cyclical 96.0 $4K NEW $38.03 +3.3%
1213 MBC MASTERBRAND INC Consumer Cyclical 243.0 $2K NEW $10.29 -14.0%
1214 ENB ENBRIDGE INC Energy 37.0 $2K NEW $54.22 -5.2%
1215 EC ECOPETROL S A Energy 76.0 $1K NEW $14.24 +24.2%
1216 EMBC EMBECTA CORP Healthcare 172.0 $561.0 NEW $3.26 +56.4%
1217 ENR ENERGIZER HLDGS INC Industrials 17.0 $364.0 NEW $21.41 +4.3%
1218 TIMB TIM S A Communication Services 17.0 $364.0 NEW $21.41 -19.3%
1219 VNET VNET GROUP INC Technology 40.0 $322.0 NEW $8.05 -18.3%
1220 HCM HUTCHMED CHINA LTD Healthcare 27.0 $291.0 NEW $10.78 +17.3%
Page 61 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%