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 | $225.4M | 6.8% | +16.3% |
| MSFTMicrosoft Corp | $131.2M | 3.9% | |
| AAPLApple Inc | $109.8M | 3.3% | −9.5% |
| AMATApplied Matls Inc | $91.0M | 2.7% | −24.0% |
| AMZNAmazon Com Inc | $85.6M | 2.6% | +3.4% |
| INTCIntel Corp | $71.0M | 2.1% | +448.3% |
| TXNTexas Instrs Inc | $64.8M | 1.9% | −2.1% |
| CRMSalesforce Inc | $59.5M | 1.8% | +65.5% |
| MRKMerck & Co Inc | $53.5M | 1.6% | +41.8% |
| MUMicron Technology Inc | $52.7M | 1.6% | +74.7% |
| AVGOBroadcom Inc | $51.1M | 1.5% | −5.6% |
| PEverpure Inc | $51.0M | 1.5% | New |
| GOOGLAlphabet Inc | $49.3M | 1.5% | −24.1% |
| LLYEli Lilly & Co | $45.0M | 1.4% | +5.8% |
| JPMJpmorgan Chase & Co | $39.6M | 1.2% | +6.4% |
| ABBVAbbvie Inc | $39.1M | 1.2% | −16.4% |
| BEBloom Energy Corp | $36.2M | 1.1% | −31.4% |
| GOOGAlphabet Inc | $31.3M | 0.9% | +5.9% |
| ADSKAutodesk Inc | $30.5M | 0.9% | −35.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $30.1M | 0.9% | |
| ARMArm Holdings PLC | $29.9M | 0.9% | +86.3% |
| NEENextera Energy Inc | $28.5M | 0.9% | +11.8% |
| BACBank Of Amer Corp | $27.8M | 0.8% | |
| BNYBank Of Ny Mellon Corp | $26.4M | 0.8% | +6.8% |
| FSLRFirst Solar Inc | $25.1M | 0.8% | +27.2% |
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 |
|---|---|---|---|
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $36.2M |
| ARMArm Holdings PLC | December 31, 2025 | +224.4% | $29.9M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $91.0M |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $23.1M |
| TXNTexas Instrs Inc | December 31, 2025 | +71.8% | $64.8M |
| OKTAOkta Inc | December 31, 2025 | +57.8% | $21.9M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2025 | +33.8% | $20.0M |
| WBIWaterbridge Infrastructure L | March 31, 2026 | +27.9% | $19.3M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $21.7M |
| BNYBank Of Ny Mellon Corp | December 31, 2025 | +24.6% | $26.4M |
Sold off last quarter
- MKTXArketaxess Hldgs Inc was $6.5M
- MDLNMedline Inc was $5.3M
- OPCHOption Care Health Inc was $5.2M
- PYPLPaypal Hldgs Inc was $5.1M
- UNPUnion Pac Corp was $4.6M
- LNCLincoln Natl Corp Ind was $4.2M
- MATXMatson Inc was $3.7M
- RHIRobert Half Inc. was $3.6M
- CORCencora Inc was $3.5M
- CCKRown Hldgs Inc was $3.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fideuram - Intesa Sanpaolo Private Banking S.p.a. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1280487&type=13F-HR&dateb=&owner=include&count=40CIK 1280487
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1280487/000128048726000008/Filed July 23, 2026 · accession 0001280487-26-000008