Titelia

Holdings of DUNAS SELECCIÓN USA ESG CUBIERTO FI

DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. ·257 declared positions · as of Dec 31, 2025

Original filing · Net assets 340.1M € · Ten largest lines: 51.5 % of the equity sleeve

Sector breakdown

  • Technology 36.6 %
  • Communication 13.1 %
  • Financials 12.5 %
  • Consumer discretionary 10.1 %
  • Health care 9.7 %
  • Industrials 6.4 %
  • Consumer staples 3.8 %
  • Materials 2.3 %
  • Real estate 2.0 %
  • Utilities 0.7 %
  • Unattributed 2.8 %

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 99.3 %
  • IE 0.4 %
  • NL 0.2 %
  • BM 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US252313.4M €99.30 %
IE21.2M €0.37 %
NL2668K €0.21 %
BM1380.7K €0.12 %

Positions

CompanySharesValueWeight
CBRE Group Inc 508.8K €0.15 %
AMETEK Inc 504.2K €0.15 %
Take-Two Interactive Software Inc 502.4K €0.15 %
Workday Inc 495.7K €0.15 %
Ameriprise Financial Inc 491.5K €0.14 %
Fastenal Co 489.8K €0.14 %
WW Grainger Inc 488.1K €0.14 %
Nasdaq Inc 474.2K €0.14 %
Target Corp 472.4K €0.14 %
Exelon Corp 468.2K €0.14 %
Rockwell Automation Inc 465.2K €0.14 %
Ferguson Enterprises Inc 464.1K €0.14 %
Axon Enterprise Inc 450.3K €0.13 %
Yum! Brands Inc 446.5K €0.13 %
Carrier Global Corp 430.5K €0.13 %
eBay Inc 423.4K €0.12 %
Prudential Financial, Inc. 422.6K €0.12 %
Hartford Insurance Group Inc/The 412K €0.12 %
Crown Castle Inc 411.6K €0.12 %
DR Horton Inc 411K €0.12 %
Agilent Technologies Inc 410.3K €0.12 %
IQVIA Holdings Inc 407.5K €0.12 %
Martin Marietta Materials Inc 399.3K €0.12 %
Nucor Corp 398.2K €0.12 %
State Street Corp 389.3K €0.11 %
Paychex Inc 386.4K €0.11 %
Keurig Dr Pepper Inc 384.4K €0.11 %
Copart Inc 382.8K €0.11 %
Consolidated Edison Inc 381K €0.11 %
Arch Capital Group Ltd 380.7K €0.11 %
Sysco Corp 375K €0.11 %
ResMed Inc 373.7K €0.11 %
Keysight Technologies Inc 371.3K €0.11 %
Veeva Systems Inc 369.8K €0.11 %
Fidelity National Information Services Inc 369.2K €0.11 %
Otis Worldwide Corp 364.7K €0.11 %
Kimberly-Clark Corp 356K €0.10 %
Garmin Ltd 353.1K €0.10 %
Xylem Inc/NY 352.6K €0.10 %
Kenvue Inc 352.1K €0.10 %
Willis Towers Watson PLC 340.8K €0.10 %
Hewlett Packard Enterprise Co 337.1K €0.10 %
Ingersoll Rand Inc 334.9K €0.10 %
Verisk Analytics Inc 332.4K €0.10 %
Synchrony Financial 330.2K €0.10 %
NRG Energy Inc 327.6K €0.10 %
Humana Inc 327.6K €0.10 %
Raymond James Financial Inc 323.6K €0.10 %
Old Dominion Freight Line Inc 315.5K €0.09 %
Dollar General Corp 310.8K €0.09 %
Mettler-Toledo International Inc 305.1K €0.09 %
LPL Financial Holdings Inc 303.9K €0.09 %
EMCOR Group Inc 291.2K €0.09 %
Huntington Bancshares Inc/OH 290K €0.09 %
Ulta Beauty Inc 288.5K €0.08 %
Atlassian Corp 286.8K €0.08 %
Dover Corp 284.8K €0.08 %
Tractor Supply Co 281.9K €0.08 %
Cboe Global Markets Inc 279.2K €0.08 %
Northern Trust Corp 277.8K €0.08 %
Broadridge Financial Solutions Inc 277.1K €0.08 %
Dexcom Inc 276.8K €0.08 %
Omnicom Group Inc 274.6K €0.08 %
Biogen Inc 274.4K €0.08 %
American Water Works Co Inc 270.8K €0.08 %
Citizens Financial Group Inc 268K €0.08 %
Eversource Energy 265.8K €0.08 %
STERIS PLC 265.6K €0.08 %
General Mills, Inc. 263.8K €0.08 %
Veralto Corp 263.3K €0.08 %
Estee Lauder Cos Inc/The 261.5K €0.08 %
Iron Mountain Inc 260.5K €0.08 %
Regions Financial Corp 257.2K €0.08 %
Steel Dynamics Inc 252.1K €0.07 %
Hubbell Inc 250.8K €0.07 %
Zscaler Inc 246.1K €0.07 %
PulteGroup Inc 246.1K €0.07 %
PPG Industries Inc 246K €0.07 %
Edison International 245.7K €0.07 %
Live Nation Entertainment Inc 245.6K €0.07 %
Waters Corp 240.7K €0.07 %
T Rowe Price Group Inc 239.2K €0.07 %
Lululemon Athletica Inc 238.4K €0.07 %
Williams-Sonoma Inc 231.3K €0.07 %
Darden Restaurants Inc 227.5K €0.07 %
NetApp Inc 227.4K €0.07 %
CMS Energy Corp 222.7K €0.07 %
Liberty Media Corp-Liberty Formula One 222.6K €0.07 %
PTC Inc 221.9K €0.07 %
Labcorp Holdings Inc 221.8K €0.07 %
HP Inc 221.5K €0.07 %
SBA Communications Corp 220.9K €0.07 %
Church & Dwight Co Inc 217.2K €0.06 %
Expeditors International of Washington Inc 215.1K €0.06 %
Centene Corp 215K €0.06 %
Smurfit Westrock PLC 214.7K €0.06 %
Illumina Inc 214.5K €0.06 %
HubSpot Inc 213.6K €0.06 %
Insulet Corp 212.8K €0.06 %
NVR Inc 211.2K €0.06 %