Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $2.6B | 6.9% | −9.3% |
| AAPLApple Inc | $2.0B | 5.3% | +5.3% |
| MSFTMicrosoft Corp | $1.6B | 4.3% | +1.6% |
| AMZNAmazon Com Inc | $1.2B | 3.2% | |
| GOOGAlphabet Inc | $1.1B | 2.9% | −4.3% |
| GOOGLAlphabet Inc | $921.1M | 2.5% | +4.7% |
| AVGOBroadcom Inc | $809.9M | 2.2% | −20.2% |
| AMDAdvanced Micro Devices Inc | $680.2M | 1.8% | +31.9% |
| MUMicron Technology Inc | $675.6M | 1.8% | +15.4% |
| TSLATesla Inc | $624.0M | 1.7% | −1.7% |
| METAMeta Platforms Inc | $618.1M | 1.7% | +1.2% |
| INTCIntel Corp | $548.6M | 1.5% | −31.6% |
| LLYEli Lilly & Co | $517.3M | 1.4% | −2.7% |
| JNJJohnson & Johnson | $474.6M | 1.3% | |
| VVisa Inc | $440.2M | 1.2% | +9.1% |
| KLACKla Corp | $426.3M | 1.1% | +598.3% |
| BACBank Of Amer Corp | $426.2M | 1.1% | +3.2% |
| CATCaterpillar Inc | $404.2M | 1.1% | +10.2% |
| ABBVAbbvie Inc | $382.3M | 1.0% | +1.1% |
| KOCoca Cola Co | $361.8M | 1.0% | +4.2% |
| LOWLowes Cos Inc | $346.1M | 0.9% | +21.4% |
| MRVLMarvell Technology Inc | $340.9M | 0.9% | +65.2% |
| MRKMerck & Co Inc | $308.7M | 0.8% | −15.0% |
| LRCXLam Research Corp | $297.9M | 0.8% | −36.2% |
| UNHUnitedhealth Group Inc | $278.5M | 0.7% | +20.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $190.8M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $680.2M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $297.9M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $404.2M |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $276.4M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2025 | +62.8% | $213.1M |
| Nxp Semiconductors N VCUSIP N6596X109 | March 31, 2026 | +42.8% | $271.2M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $278.5M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $474.6M |
| MRKMerck & Co Inc | December 31, 2025 | +22.1% | $308.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $224.9M
- Dupont De Nemours IncCUSIP 26614N102 was $86.2M
- NTRNutrien Ltd was $39.5M
- Hologic IncCUSIP 436440101 was $16.1M
- Sealed Air Corp NewCUSIP 81211K100 was $3.7M
- SMPLSimply Good Foods Co was $3.2M
- VALEVale S A was $2.5M
- SMGScotts Miracle-gro Co was $2.5M
- ITGartner Inc was $1.6M
- CTRACoterra Energy Inc was $855K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.6% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Eurizon Capital SGR S.p.A. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2107286&type=13F-HR&dateb=&owner=include&count=40CIK 2107286
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2107286/000210728626000003/Filed July 29, 2026 · accession 0002107286-26-000003