Bank of Italy

CIK 1426449 · View on SEC EDGAR ↗

Portfolio value
$2.2M
#9,094 of 9,443 by 13F value · top 96.3%
Positions
8
As of
June 30, 2026

Portfolio value QoQ: -0.7% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
8
Effective number of positions
4.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $28,497

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 72.7% still held

New positions
0
Increased
0
Decreased
2
Closed
1
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Sector breakdown

Consumer Discretionary
50.4%
Energy
22.8%
Industrials
7.1%
Other/Unmapped
19.7%

Full portfolio 8 positions

Type Streak 8Q trend
RACE Ferrari N.V. Common Shares $895,541 40.77% 2,423,235 $90,319
TTE TotalEnergies SE Ordinary Shares $500,374 22.78% 6,455,319 $-102,027 Down ×1
STLA Stellantis N.V. Common Shares $212,196 9.66% 37,430,307 $-48,567
USSG $177,013 8.06% 2,548,421 $24,923
FER Ferrovial SE - Ordinary Shares $155,060 7.06% 2,268,908 $-14,644 Down ×1
SUSL iShares ESG MSCI USA Leaders ETF $117,862 5.37% 887,779 $17,008
USCA $82,164 3.74% 1,874,310 $9,018
EFIV $56,239 2.56% 771,136 $7,595

Top movers (QoQ)

Security Action Shares Δ Value Δ
TTE Trimmed -20K -$102K
RACE Price move only +0 +$90K
STLA Price move only +0 -$49K
USSG Price move only +0 +$25K
SUSL Price move only +0 +$17K
FER Trimmed -394K -$15K
USCA Price move only +0 +$9K
EFIV Price move only +0 +$8K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
IQSU Sept. 30, 2025 1,805,576 $89,539 No longer tracked
QGENXXXX Dec. 31, 2025 799,599 $35,388 No longer tracked