Fund HoldingsGenerali Investments, Management Co LLC

Total Portfolio Value
$501.86M
Total Bought
$75.98M
Total Sold
$67.02M
Net Transaction
+$8.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TESLA INC(TSLA)58,81682,150+23,33426,15736,9447.36%+10,788
META PLATFORMS INC(META)34,78446,760+11,97625,54530,8666.15%+5,321
ALPHABET INC(GOOG)118,866105,806-13,06028,89633,1176.60%+4,221
APPLIED MATLS INC022,789+22,78905,8571.17%+5,857
CROWDSTRIKE HLDGS INC(CRWD)017,894+17,89408,3881.67%+8,388
ADVANCED MICRO DEVICES INC(AMD)034,031+34,03107,2881.45%+7,288
LAM RESEARCH CORP(LRCX)22,39636,274+13,8782,9996,2091.24%+3,211
PALANTIR TECHNOLOGIES INC(PLTR)58,24077,015+18,77510,62413,6892.73%+3,065
AMAZON COM INC(AMZN)135,160141,536+6,37629,67732,6696.51%+2,992
ELI LILLY & CO(LLY)12,56711,423-1,1449,58912,2762.45%+2,687
ROKU INC(ROKU)4,69826,718+22,0204702,8990.58%+2,428
INTEL CORP(INTC)17,32378,833+61,5105812,9090.58%+2,328
MERCK & CO INC(MRK)37,19449,160+11,9663,1225,1751.03%+2,053
MCDONALDS CORP(MCD)9,42316,051+6,6282,8644,9060.98%+2,042
COLGATE PALMOLIVE CO(CL)026,425+26,42502,0880.42%+2,088
ADOBE INC(ADBE)06,936+6,93602,4280.48%+2,428
DELL TECHNOLOGIES INC(DELL)11,45727,235+15,7781,6243,4280.68%+1,804
PFIZER INC(PFE)77,592143,144+65,5521,9773,5640.71%+1,587
INTUITIVE SURGICAL INC08,404+8,40404,7600.95%+4,760
GILEAD SCIENCES INC(GILD)19,60527,029+7,4242,1763,3180.66%+1,141
INTERNATIONAL BUSINESS MACHS(IBM)11,38414,449+3,0653,2124,2800.85%+1,068
JOHNSON & JOHNSON(JNJ)31,45533,099+1,6445,8326,8501.36%+1,017
APPLOVIN CORP(APP)6082,098+1,4904371,4140.28%+977
ORACLE CORP(ORCL)11,35520,733+9,3783,1934,0410.81%+848
SNOWFLAKE INC(SNOW)9,65513,777+4,1222,1783,0220.60%+844
REGENERON PHARMACEUTICALS(REGN)1,2021,866+6646761,4400.29%+764
AMGEN INC(AMGN)7,6638,859+1,1962,1622,9000.58%+737
DANAHER CORPORATION(DHR)15,02016,227+1,2072,9783,7150.74%+737
CISCO SYS INC(CSCO)047,277+47,27703,6420.73%+3,642
MCKESSON CORP(MCK)1691,014+8451318320.17%+701
SALESFORCE INC(CRM)06,608+6,60801,7510.35%+1,751
PROCTER AND GAMBLE CO(PG)015,237+15,23702,1840.44%+2,184
STEEL DYNAMICS INC(STLD)6864,478+3,792967590.15%+663
TWILIO INC(TWLO)6,8139,067+2,2546821,2900.26%+608
WELLS FARGO CO NEW(WFC)018,121+18,12101,6890.34%+1,689
NEUROCRINE BIOSCIENCES INC(NBIX)4,9588,907+3,9496961,2630.25%+567
BIOGEN INC(BIIB)9,97010,974+1,0041,3971,9310.38%+535
ZETA GLOBAL HOLDINGS CORP(ZETA)36,94161,000+24,0597341,2410.25%+507
COMCAST CORP NEW(CCZ)019,180+19,18005730.11%+573
RTX CORPORATION(RTX)1,7693,830+2,0612967020.14%+406
ALNYLAM PHARMACEUTICALS INC(ALNY)0965+96503840.08%+384
AMPHENOL CORP NEW5,6237,986+2,3636961,0790.22%+383
QUALCOMM INC(QCOM)011,049+11,04901,8900.38%+1,890
VERTEX PHARMACEUTICALS INC(VRTX)1,7972,347+5507041,0640.21%+360
WALMART INC(WMT)011,900+11,90001,3260.26%+1,326
EXXON MOBIL CORP43,38543,180-2054,8925,1961.04%+305
BECTON DICKINSON & CO(BDX)2,0303,477+1,4473806750.13%+295
GE VERNOVA INC(GEV)62492+430383220.06%+283
CVS HEALTH CORP(CVS)12,40415,286+2,8829351,2130.24%+278
WATERS CORP(WAT)5101,111+6011534220.08%+269
BERKSHIRE HATHAWAY INC DEL4,2454,716+4712,1342,3700.47%+236
HUMANA INC(HUM)2581,119+861672870.06%+219
TRANSMEDICS GROUP INC(TMDX)1,2092,878+1,6691363500.07%+214
ABBOTT LABS24,63027,936+3,3063,2993,5000.70%+201
CONSTELLATION ENERGY CORP(CEG)1,7112,155+4445637610.15%+198
IDEXX LABS INC(IDXX)8471,081+2345417310.15%+190
TEMPUS AI INC(TEM)8,21014,375+6,1656638490.17%+186
CATERPILLAR INC(CAT)2,6502,529-1211,2641,4490.29%+184
THE CIGNA GROUP(CI)03,075+3,07508460.17%+846
STERIS PLC(STE)9721,624+6522414120.08%+171
DIAMONDBACK ENERGY INC(FANG)01,819+1,81902730.05%+273
BROADCOM INC(AVGO)035,976+35,976012,4512.48%+12,451
BRISTOL-MYERS SQUIBB CO(BMY)016,143+16,14308710.17%+871
PHILLIPS 66(PSX)2,7934,021+1,2283805190.10%+139
INSULET CORP(PODD)7011,143+4422163250.06%+108
FREEPORT-MCMORAN INC(FCX)04,809+4,80902440.05%+244
NUCOR CORP(NUE)0879+87901430.03%+143
ABBVIE INC(ABBV)29,44830,190+7426,8186,8981.37%+80
VALERO ENERGY CORP(VLO)02,000+2,00003260.06%+326
RESMED INC(RMD)1,3081,758+4503584230.08%+65
VISA INC(V)06,928+6,92802,4300.48%+2,430
EDWARDS LIFESCIENCES CORP7,5607,56005886440.13%+57
LINDE PLC(LIN)03,697+3,69701,5760.31%+1,576
TETRA TECHNOLOGIES INC DEL(TTI)05,809+5,8090540.01%+54
UNITED RENTALS INC(URI)060+600490.01%+49
CURTISS WRIGHT CORP(CW)088+880490.01%+49
CENCORA INC1,8361,83605746200.12%+46
KRAFT HEINZ CO(KHC)8572,760+1,90322670.01%+45
STRYKER CORPORATION(SYK)09,707+9,70703,4120.68%+3,412
NEXTERA ENERGY INC(NEE)12,26212,011-2519269640.19%+39
STOKE THERAPEUTICS INC(STOK)1,7532,471+71841780.02%+37
NEWMONT CORP(NEM)02,904+2,90402900.06%+290
3M CO(MMM)7,0027,00201,0871,1210.22%+34
WILLIAMS COS INC(WMB)010,901+10,90106550.13%+655
CHEVRON CORP NEW(CVX)023,026+23,02603,5090.70%+3,509
OCCIDENTAL PETE CORP(OXY)05,592+5,59202300.05%+230
TJX COS INC NEW(TJX)2,1612,16103123320.07%+20
TARGA RES CORP(TRGP)0627+62701160.02%+116
S&P GLOBAL INC(SPGI)1,6241,540-847908050.16%+14
REPUBLIC SVCS INC(RSG)2,6182,898+2806016140.12%+13
CME GROUP INC(CME)03,938+3,93801,0750.21%+1,075
AIR PRODS & CHEMS INC565667+1021541650.03%+11
TRAVELERS COMPANIES INC(TRV)0710+71002060.04%+206
SLB LIMITED(SLB)01,886+1,8860720.01%+72
FORTIVE CORP(FTV)0974+9740540.01%+54
MOODYS CORP(MCO)128128061650.01%+4
DEVON ENERGY CORP NEW(DVN)2,4152,415085880.02%+4
HARTFORD INSURANCE GROUP INC(HIG)84784701131170.02%+4
MSCI INC(MSCI)107107061610.01%+1
REVVITY INC(RVTY)01,412+1,41201370.03%+137
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