Titelia

Holdings of ACACIA PREMIUM FI

ACACIA INVERSION, SGIIC, S.A. ·139 declared positions · as of Dec 31, 2025

Original filing · Net assets 15.4M € · Ten largest lines: 14.5 % of the equity sleeve

Sector breakdown

  • Industrials 10.8 %
  • Financials 8.5 %
  • Energy 5.8 %
  • Technology 5.7 %
  • Communication 4.3 %
  • Materials 3.8 %
  • Health care 3.0 %
  • Consumer discretionary 1.9 %
  • Consumer staples 0.6 %
  • Utilities 0.6 %
  • Real estate 0.5 %
  • Unattributed 54.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 51.7 %
  • SE 9.4 %
  • FR 8.7 %
  • GB 8.5 %
  • DE 7.1 %
  • CH 3.5 %
  • NL 2.3 %
  • DK 1.9 %
  • FI 1.4 %
  • NO 1.3 %
  • BE 1.2 %
  • IT 1.1 %
  • Other countries 1.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US694.9M €51.69 %
2SE13893.2K €9.45 %
3FR13820.9K €8.68 %
4GB11807.9K €8.55 %
5DE11675.4K €7.14 %
6CH5329.4K €3.48 %
7NL3215.2K €2.28 %
8DK3182.6K €1.93 %
9FI2132.8K €1.40 %
10NO2124.6K €1.32 %
11BE2116.5K €1.23 %
12IT2108.6K €1.15 %

Positions

RankCompanySharesValueWeight
1Caterpillar Inc 177K €1.15 %
2Millrose Properties Inc 163.5K €1.06 %
3Seagate Technology Holdings PLC 162.7K €1.05 %
4Siemens Energy AG 141.8K €0.92 %
5Cincinnati Financial Corp 137.4K €0.89 %
6SSAB AB 125.3K €0.81 %
7PulteGroup Inc 122.1K €0.79 %
8Huntington Ingalls Industries, Inc. 114.1K €0.74 %
9Valero Energy Corp 112.4K €0.73 %
10Rolls-Royce Holdings PLC 112K €0.73 %
11Aptiv PLC 107.3K €0.69 %
12Holmen AB 105.1K €0.68 %
13First Solar Inc 104.3K €0.68 %
14Newmont Corp 104K €0.67 %
15QUALCOMM Inc 103.7K €0.67 %
16TotalEnergies SE 101.6K €0.66 %
17Everest Group Ltd 97.1K €0.63 %
18Cardinal Health, Inc. 94.7K €0.61 %
19Masco Corp 93.4K €0.60 %
20Prosus NV 91.3K €0.59 %
21Aviva PLC 88.7K €0.57 %
22Next PLC 88K €0.57 %
23Technip Energies NV 87.9K €0.57 %
24Rexel SA 86.8K €0.56 %
25Serco Group PLC 86.8K €0.56 %
26VBG Group AB 84K €0.54 %
27Computacenter PLC 83.9K €0.54 %
28Arista Networks Inc 83.1K €0.54 %
29Synchrony Financial 82.6K €0.53 %
30Swiss Prime Site AG 80K €0.52 %
31Telia Company AB 78.6K €0.51 %
32Metso Oyj 77.7K €0.50 %
33Rubis SCA 77.7K €0.50 %
34Aegon Ltd 77.6K €0.50 %
35Citizens Financial Group Inc 77.5K €0.50 %
36Sinch AB 75.6K €0.49 %
37Fox Corp 75.6K €0.49 %
38DSV A/S 75K €0.49 %
39Steel Dynamics Inc 74.7K €0.48 %
40Capital One Financial Corp 73.7K €0.48 %
41West Pharmaceutical Services Inc 73.6K €0.48 %
42BKW AG 72.9K €0.47 %
43Take-Two Interactive Software Inc 72.6K €0.47 %
44Fox Corp 71.8K €0.46 %
45Hera SpA 71.7K €0.46 %
46Coca-Cola HBC AG 71.7K €0.46 %
47Telenor ASA 71.5K €0.46 %
48W R Berkley Corp 71.5K €0.46 %
49Cboe Global Markets Inc 71.2K €0.46 %
50Nucor Corp 70.5K €0.46 %
51Eiffage SA 70.4K €0.46 %
52Svenska Handelsbanken AB 70.4K €0.46 %
53Lennar Corp 69.2K €0.45 %
54Asmodee Group AB 69.2K €0.45 %
55International Business Machines Corp. 67.6K €0.44 %
56Globe Life Inc 66.7K €0.43 %
57Huntington Bancshares Inc/OH 66.6K €0.43 %
58Chubb Ltd 66.2K €0.43 %
59Shell PLC 65.4K €0.42 %
60Mercedes-Benz Group AG 65.4K €0.42 %
61Gaztransport Et Technigaz SA 64.8K €0.42 %
62Medcap AB 64.7K €0.42 %
63Kinnevik AB 64.6K €0.42 %
64SUSS MicroTec SE 64.5K €0.42 %
65Allstate Corp/The 64.3K €0.42 %
66Marathon Petroleum Corp 64.1K €0.42 %
67Trelleborg AB 63.5K €0.41 %
68Christian Dior SE 63.1K €0.41 %
69Chocoladefabriken Lindt & Spruengli AG 62.2K €0.40 %
70FedEx Corp 62.2K €0.40 %
71Etsy Inc 61.5K €0.40 %
72Ameriprise Financial Inc 60.9K €0.39 %
73Yum! Brands Inc 60.5K €0.39 %
74Melrose Industries PLC 60.4K €0.39 %
75Genmab A/S 60.2K €0.39 %
76Scout24 SE 60.1K €0.39 %
77Hershey Co/The 60K €0.39 %
78Atoss Software SE 59.3K €0.38 %
79Exxon Mobil Corp 59.2K €0.38 %
80Hubbell Inc 58.6K €0.38 %
81Phillips 66 58.4K €0.38 %
82Logitech International SA 58.4K €0.38 %
83Syensqo SA 58.3K €0.38 %
84Solvay SA 58.2K €0.38 %
85Packaging Corp of America 57.1K €0.37 %
86CF Industries Holdings Inc 56.5K €0.37 %
87Cewe Stiftung & Co KGAA 56.5K €0.37 %
88CVS Health Corp 56K €0.36 %
89Bucher Industries AG 55.8K €0.36 %
90Xylem Inc/NY 55.7K €0.36 %
91OMV AG 55.5K €0.36 %
92Marimekko Oyj 55K €0.36 %
93WW Grainger Inc 55K €0.36 %
94AT&T Inc 54.9K €0.36 %
95PACCAR Inc 54.7K €0.35 %
96Ceridian Hcm Holding 54.6K €0.35 %
97American Water Works Co Inc 54.6K €0.35 %
98Tyson Foods Inc 53.6K €0.35 %
99Boeing Co/The 53.4K €0.35 %
100Big Yellow Group PLC 53.2K €0.34 %