Fund HoldingsGenerali Investments, Management Co LLC

Total Portfolio Value
$429.90M
Total Bought
$54.92M
Total Sold
$121.32M
Net Transaction
-$66.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DOW HLDGS INC(DOW)0112,141+112,14104,6711.09%+4,671
ORACLE CORP(ORCL)20,73358,754+38,0214,0418,6432.01%+4,602
CHEVRON CORPORATION(CVX)23,02636,478+13,4523,5097,5471.76%+4,038
MICROSOFT CORP(MSFT)076,448+76,448028,2996.58%+28,299
SERVICENOW INC(NOW)044,184+44,18404,6191.07%+4,619
EXXON MOBIL CORP43,18050,613+7,4335,1968,5872.00%+3,391
RTX CORPORATION(RTX)3,83014,345+10,5157022,7670.64%+2,065
INTUIT(INTU)07,461+7,46103,2260.75%+3,226
PFIZER INC(PFE)143,144189,601+46,4573,5645,3241.24%+1,760
VEEVA SYS INC(VEEV)023,433+23,43304,1160.96%+4,116
CLOUDFLARE INC(NET)07,222+7,22201,4900.35%+1,490
AEROVIRONMENT INC06,721+6,72101,2300.29%+1,230
ZETA GLOBAL HOLDINGS CORP(ZETA)61,000151,359+90,3591,2412,4100.56%+1,168
EMERSON ELEC CO(EMR)016,387+16,38702,1470.50%+2,147
ADOBE INC(ADBE)6,93614,657+7,7212,4283,5630.83%+1,135
GE VERNOVA INC(GEV)4921,505+1,0133221,3140.31%+992
PHILLIPS 66(PSX)4,0217,765+3,7445191,4150.33%+896
FORTIVE CORP(FTV)97416,177+15,203548940.21%+840
CONOCOPHILLIPS(COP)011,716+11,71601,5470.36%+1,547
NEXTERA ENERGY INC(NEE)12,01118,972+6,9619641,7620.41%+798
WILLIAMS COS INC(WMB)10,90117,707+6,8066551,2890.30%+633
EBAY INC.(EBAY)08,418+8,41807660.18%+766
EQT CORP(EQT)029,110+29,11001,8530.43%+1,853
STEEL DYNAMICS INC(STLD)4,4787,567+3,0897591,3620.32%+603
VALERO ENERGY CORP(VLO)2,0003,510+1,5103268670.20%+542
SLB LIMITED(SLB)1,88610,167+8,281725220.12%+450
VERTEX PHARMACEUTICALS INC(VRTX)2,3473,366+1,0191,0641,5030.35%+439
JOHNSON & JOHNSON(JNJ)33,09929,754-3,3456,8507,2731.69%+423
FREEPORT MCMORAN INC(FCX)4,80911,283+6,4742446630.15%+419
STRYKER CORPORATION(SYK)9,70711,616+1,9093,4123,8170.89%+405
SALESFORCE INC(CRM)6,60811,502+4,8941,7512,1470.50%+397
MONOLITHIC PWR SYS INC(MPWR)0571+57106240.15%+624
RESMED INC(RMD)1,7583,178+1,4204237130.17%+290
MARATHON PETE CORP(MPC)02,039+2,03904980.12%+498
OCCIDENTAL PETE CORP(OXY)5,5927,244+1,6522304710.11%+241
AMPHENOL CORP7,98610,387+2,4011,0791,3120.31%+233
CENCORA INC1,8362,578+7426208100.19%+190
DOMINION ENERGY INC(D)036,627+36,62702,2640.53%+2,264
BRISTOL-MYERS SQUIBB CO(BMY)16,14317,276+1,1338711,0480.24%+177
TYLER TECHNOLOGIES INC(TYL)02,273+2,27307780.18%+778
COHERENT CORP(COHR)0647+64701540.04%+154
EOG RES INC(EOG)03,832+3,83205540.13%+554
STOKE THERAPEUTICS INC(STOK)2,4716,912+4,441782250.05%+147
APA CORPORATION(APA)03,297+3,29701400.03%+140
WALMART INC(WMT)11,90011,775-1251,3261,4630.34%+138
REGENERON PHARMACEUTICALS(REGN)1,8662,042+1761,4401,5780.37%+137
AIR PRODUCTS AND CHEMICALS I6671,038+3711653020.07%+137
CF INDUSTRIES HOLD(CF)01,000+1,00001300.03%+130
WATERS CORP(WAT)1,1111,830+7194225450.13%+123
ECOLAB INC(ECL)02,933+2,93307800.18%+780
TRANSMEDICS GROUP INC(TMDX)2,8784,614+1,7363504590.11%+109
VERISIGN INC01,633+1,63304060.09%+406
CURTISS WRIGHT CORP(CW)88228+140491550.04%+107
HCA HEALTHCARE INC(HCA)01,766+1,76608360.19%+836
AMGEN INC(AMGN)8,8598,498-3612,9002,9900.70%+90
SYNCHRONY FINANCIAL(SYF)01,303+1,3030890.02%+89
DIAMONDBACK ENERGY INC(FANG)1,8191,81902733600.08%+86
MCDONALDS CORP(MCD)16,05116,05104,9064,9881.16%+83
CONSTELLATION ENERGY CORP(CEG)2,1553,019+8647618430.20%+82
CME GROUP INC(CME)3,9383,900-381,0751,1520.27%+76
NUCOR CORP(NUE)8791,295+4161432190.05%+76
ALTRIA GROUP INC(MO)08,738+8,73805770.13%+577
UNITED RENTALS INC(URI)60155+95491130.03%+64
OKTA INC(OKTA)02,656+2,65602090.05%+209
BECTON DICKINSON & CO(BDX)3,4774,660+1,1836757330.17%+58
CARRIER GLOBAL CORPORATION(CARR)02,481+2,48101400.03%+140
MCKESSON CORP(MCK)1,0141,01408328770.20%+46
VERTIV HOLDINGS CO(VRT)0181+1810450.01%+45
TARGA RES CORP(TRGP)62762701161570.04%+42
ILLINOIS TOOL WKS INC(ITW)03,548+3,54809240.21%+924
INSULET CORP(PODD)1,1431,706+5633253580.08%+33
DEVON ENERGY CORP NEW(DVN)2,4152,4150881220.03%+33
KINDER MORGAN INC DEL(KMI)05,420+5,42001820.04%+182
TEXAS INSTRS INC(TXN)01,438+1,43802790.06%+279
NEWMONT CORP(NEM)2,9042,90402903140.07%+24
ALNYLAM PHARMACEUTICALS INC(ALNY)9651,227+2623844060.09%+22
MERCK & CO INC(MRK)49,16043,191-5,9695,1755,1951.21%+21
MONDELEZ INTL INC(MDLZ)04,258+4,25802450.06%+245
REPUBLIC SVCS INC(RSG)2,8982,877-216146300.15%+16
TJX COS INC NEW(TJX)2,1612,16103323450.08%+13
PHILIP MORRIS INTL INC(PM)03,423+3,42305660.13%+566
STARBUCKS CORP(SBUX)01,581+1,58101420.03%+142
DUPONT DE NEMOURS INC(DD)0706+7060320.01%+32
EXTRA SPACE STORAGE INC(EXR)0741+7410970.02%+97
EXPAND ENERGY CORPORATION(EXE)01,534+1,53401680.04%+168
SHERWIN WILLIAMS CO(SHW)0557+55701790.04%+179
HARTFORD INSURANCE GROUP INC(HIG)84784701171150.03%-2
PROCTER & GAMBLE CO(PG)15,23715,102-1352,1842,1810.51%-2
MSCI INC(MSCI)107107061580.01%-4
TETRA TECHNOLOGIES INC DEL(TTI)5,8095,809054490.01%-5
TERADYNE INC(TER)0443+44301310.03%+131
BROWN & BROWN INC(BRO)0542+5420350.01%+35
AMERIPRISE FINL INC(AMP)0181+1810800.02%+80
NIKE INC(NKE)013,540+13,54007150.17%+715
REVVITY INC(RVTY)1,4121,41201371240.03%-13
PROGRESSIVE CORP(PGR)0451+4510890.02%+89
HOME DEPOT INC(HD)06,545+6,54502,1530.50%+2,153
THE CIGNA GROUP(CI)3,0753,07508468200.19%-26
INTERCONTINENTAL EXCHANGE IN(ICE)03,799+3,79905980.14%+598
FACTSET RESH SYS INC(FDS)000000
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