Bank of Italy
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 99.2%; sector active share 72.0% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
8 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 50.6% | $1,116,996,120 |
| Energy | 22.7% | $501,965,605 |
| Unclassified | 19.6% | $433,277,937 |
| Industrials | 7.1% | $155,669,777 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Held | 2,423,235 | $902,146,158 | 40.86% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 6,455,319 | $501,965,605 | 22.73% | |
| STLA |
Stellantis N.V.
Consumer Cyclical
|
Held | 37,430,307 | $214,849,962 | 9.73% | |
| USSG |
Xtrackers MSCI USA Selection Equity ETF
|
Held | 2,548,421 | $177,013,322 | 8.02% | |
| FER |
Ferrovial N.V.
Industrials
|
Reduced | 2,268,908 | $155,669,777 | 7.05% | |
| SUSL |
iShares ESG MSCI USA Leaders ETF
|
Held | 887,779 | $117,861,540 | 5.34% | |
| USCA |
Xtrackers MSCI USA Climate Action Equity ETF
|
Held | 1,874,310 | $82,164,127 | 3.72% | |
|
|
Held | 771,136 | $56,238,948 | 2.55% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.