Generali Investments, Management Co Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 10, 2026, Generali Investments, Management Co Llc disclosed 164 stock positions valued at approximately $460.34M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, ALPHABET INC, and AMAZON COM INC.

Report Period
June 30, 2026
No. of Stocks
164
Portfolio Value
$460.34M
Holdings by Sector
Generali Investments, Management Co Llc Portfolio Holdings in Q2 2026

163 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology9.33%214,748+21,365+11.05%$42,968,927
ALPHABET INCGOOGLCommunication Services8.01%103,126+3,559+3.57%$36,854,139
AMAZON COM INCAMZNConsumer Cyclical6.80%131,319-8,956-6.38%$31,298,570
MICROSOFT CORPMSFTTechnology6.16%76,000-448-0.59%$28,349,520
APPLE INCAAPLTechnology5.05%80,362-5,332-6.22%$23,253,548
META PLATFORMS INCMETACommunication Services5.05%41,249+7,968+23.94%$23,235,149
BROADCOM INCAVGOTechnology3.89%47,351+8,460+21.75%$17,886,840
TESLA INCTSLAConsumer Cyclical3.55%38,814-11,717-23.19%$16,325,168
ELI LILLY & COLLYHealthcare2.66%10,220+1,521+17.48%$12,258,175
JOHNSON & JOHNSONJNJHealthcare1.81%32,881+3,127+10.51%$8,350,788
MERCK & CO INCMRKHealthcare1.64%58,747+15,556+36.02%$7,548,989
ABBVIE INCABBVHealthcare1.63%29,767+2,671+9.86%$7,490,568
JPMORGAN CHASE & COJPMFinancial Services1.62%22,788+9,915+77.02%$7,459,196
CHEVRON CORPORATIONCVXEnergy1.11%30,744-5,734-15.72%$5,096,125
SERVICENOW INCNOWTechnology1.08%49,865+5,681+12.86%$4,950,597
PALANTIR TECHNOLOGIES INCPLTRTechnology1.03%40,744-944-2.26%$4,753,602
NETFLIX INC.NFLXCommunication Services1.00%64,213-51,071-44.30%$4,584,808
PFIZER INCPFEHealthcare0.99%189,601--$4,565,592
EMERSON ELEC COEMRIndustrials0.97%31,339+14,952+91.24%$4,486,178
GE VERNOVA INCGEVUtilities0.90%3,540+2,035+135.22%$4,159,004
CITIGROUP INCCFinancial Services0.90%29,538+15,057+103.98%$4,134,138
BANK OF AMER CORPBACFinancial Services0.89%71,845+30,629+74.31%$4,093,728
ADVANCED MICRO DEVICES INCAMDTechnology0.89%7,044-14,749-67.68%$4,091,930
INTUITIVE SURGICAL INCISRGHealthcare0.87%10,066+242+2.46%$4,003,047
MCDONALDS CORPMCDConsumer Cyclical0.82%13,942-2,109-13.14%$3,768,662
UNITEDHEALTH GROUP INCUNHHealthcare0.81%9,024+4,030+80.70%$3,750,645
AMGEN INCAMGNHealthcare0.78%9,966+1,468+17.27%$3,608,888
INTEL CORPINTCTechnology0.77%25,257-13,236-34.39%$3,526,635
STRYKER CORPORATIONSYKHealthcare0.72%10,575-1,041-8.96%$3,329,433
CLOUDFLARE INCNETTechnology0.71%13,396+6,174+85.49%$3,285,771
CATERPILLAR INCCATIndustrials0.65%2,814+1,606+132.95%$2,996,629
PALO ALTO NETWORKS INCPANWTechnology0.64%8,689-9,483-52.18%$2,963,123
LINDE PLCLINOther0.64%5,648+1,951+52.77%$2,930,973
HOME DEPOT INCHDConsumer Cyclical0.64%8,304+1,759+26.88%$2,928,655
AMPHENOL CORPAPHTechnology0.63%16,416+6,029+58.04%$2,894,469
CISCO SYS INCCSCOTechnology0.62%24,407-7,026-22.35%$2,866,846
INTERNATIONAL BUSINESS MACHSIBMTechnology0.61%9,942-1,872-15.85%$2,795,790
CROWDSTRIKE HLDGS INCCRWDTechnology0.61%3,659-1,952-34.79%$2,792,329
RTX CORPORATIONRTXIndustrials0.59%14,345--$2,721,677
GOLDMAN SACHS GROUP INCGSFinancial Services0.58%2,632+464+21.40%$2,661,926
GILEAD SCIENCES INCGILDHealthcare0.56%20,496+4,941+31.76%$2,589,465
DANAHER CORP DELDHRHealthcare0.54%13,138+375+2.94%$2,502,526
LAM RESEARCH CORPLRCXOther0.54%5,731-4,351-43.16%$2,483,414
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.53%4,926+1,560+46.35%$2,446,892
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.53%4,837--$2,425,078
APPLIED MATLS INCAMATTechnology0.51%3,223-2,592-44.57%$2,330,229
COLGATE PALMOLIVE COCLConsumer Defensive0.51%25,401+4,736+22.92%$2,328,764
ORACLE CORPORCLTechnology0.49%15,400-43,354-73.79%$2,256,870
PROCTER & GAMBLE COPGConsumer Defensive0.48%15,102--$2,214,557
BOSTON SCIENTIFIC CORPBSXHealthcare0.45%48,040+18,566+62.99%$2,050,347
ABBOTT LABORATORIESABTHealthcare0.45%22,586--$2,049,454
COCA COLA COKOConsumer Defensive0.41%23,397--$1,901,474
VISA INCVFinancial Services0.41%5,526--$1,895,915
NEXTERA ENERGY INCNEEUtilities0.39%20,649+1,677+8.84%$1,812,363
NEUROCRINE BIOSCIENCES INCNBIXHealthcare0.39%10,644+1,762+19.84%$1,793,887
DOMINION ENERGY INCDUtilities0.37%24,974-11,653-31.82%$1,705,474
TWILIO INCTWLOTechnology0.37%8,192+1,557+23.47%$1,690,255
BIOGEN INCBIIBHealthcare0.35%7,437+325+4.57%$1,606,838
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.33%2,999--$1,500,670
WALMART INCWMTConsumer Defensive0.32%12,807+1,032+8.76%$1,450,521
INTUITINTUTechnology0.30%5,227-2,234-29.94%$1,364,247
TERADYNE INCTERTechnology0.29%2,769+2,326+525.06%$1,339,753
CORNING INCGLWTechnology0.29%5,182+2,902+127.28%$1,323,638
WILLIAMS COS INCWMBEnergy0.28%17,176-531-3.00%$1,276,864
MONOLITHIC PWR SYS INCMPWRTechnology0.28%916+345+60.42%$1,266,242
CONOCOPHILLIPSCOPEnergy0.27%12,156+440+3.76%$1,263,738
SALESFORCE INCCRMTechnology0.27%7,998-3,504-30.46%$1,252,967
VEEVA SYS INCVEEVHealthcare0.25%6,530-16,903-72.13%$1,158,879
ZETA GLOBAL HOLDINGS CORPZETATechnology0.25%57,684-93,675-61.89%$1,135,221
3M COMMMIndustrials0.24%6,943--$1,124,141
PHILLIPS 66PSXEnergy0.24%6,419-1,346-17.33%$1,085,132
STOKE THERAPEUTICS INCSTOKHealthcare0.24%33,149+26,237+379.59%$1,084,635
FORTIVE CORPFTVTechnology0.23%17,151+974+6.02%$1,047,755
FREEPORT MCMORAN INCFCXBasic Materials0.23%16,578+5,295+46.93%$1,042,590
SEMPRASREUtilities0.22%11,084+2,170+24.34%$1,027,598
ILLINOIS TOOL WKS INCITWIndustrials0.22%3,778+230+6.48%$1,021,836
TYLER TECHNOLOGIES INCTYLTechnology0.22%3,487+1,214+53.41%$1,019,808
BRISTOL-MYERS SQUIBB COBMYHealthcare0.22%17,276--$995,443
VERTIV HOLDINGS COVRTIndustrials0.21%2,925+2,744+1516.02%$979,349
CVS HEALTH CORPCVSHealthcare0.21%9,330+2,452+35.65%$965,188
DOW HLDGS INCDOWBasic Materials0.21%35,041-77,100-68.75%$958,722
ECOLAB INCECLBasic Materials0.20%3,354+421+14.35%$934,458
EQT CORPEQTEnergy0.19%16,766-12,344-42.40%$891,448
THE CIGNA GROUPCIHealthcare0.18%3,075--$847,716
CONSTELLATION ENERGY CORPCEGUtilities0.18%3,342+323+10.70%$830,053
EBAY INC.EBAYConsumer Cyclical0.17%7,169-1,249-14.84%$801,136
REGENERON PHARMACEUTICALSREGNHealthcare0.17%1,276-766-37.51%$795,637
MASTERCARD INCORPORATEDMAFinancial Services0.17%1,537--$789,403
ADOBE INCADBETechnology0.17%3,811-10,846-74.00%$781,331
CARRIER GLOBAL CORPORATIONCARRIndustrials0.17%10,449+7,968+321.16%$766,434
MCKESSON CORPMCKHealthcare0.17%1,014--$766,178
CENCORA INCCORHealthcare0.16%2,578--$729,522
BECTON DICKINSON & COBDXHealthcare0.15%4,660--$705,198
CREDO TECHNOLOGY GROUP HOLDIG25457105Other0.15%2,555+2,555+100.00%$694,832
PUBLIC STORAGEPSAReal Estate0.15%2,144--$682,457
PEPSICO INCPEPConsumer Defensive0.14%4,689--$634,891
RESMED INCRMDHealthcare0.13%3,178--$619,329
ALTRIA GROUP INCMOConsumer Defensive0.12%7,934-804-9.20%$570,851
DUOLINGO INCDUOLTechnology0.12%4,915+4,915+100.00%$565,323
NIKE INCNKEConsumer Cyclical0.12%13,540--$555,817