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.

RankCountryLinesValueShare
1US252313.4M €99.30 %
2IE21.2M €0.37 %
3NL2668K €0.21 %
4BM1380.7K €0.12 %

Positions

RankCompanySharesValueWeight
201West Pharmaceutical Services Inc 210.4K €0.06 %
202International Paper Co 210.1K €0.06 %
203Principal Financial Group Inc 209K €0.06 %
204Quest Diagnostics Inc 206.4K €0.06 %
205KeyCorp 204.6K €0.06 %
206Gartner Inc 203.2K €0.06 %
207CH Robinson Worldwide Inc 201.9K €0.06 %
208Fortive Corp 198.7K €0.06 %
209Trimble Inc 198.3K €0.06 %
210Charter Communications, Inc. 197.2K €0.06 %
211Burlington Stores Inc 193.6K €0.06 %
212Snap-on Inc 191K €0.06 %
213Zimmer Biomet Holdings Inc 189.5K €0.06 %
214International Flavors & Fragrances Inc 183.7K €0.05 %
215McCormick & Co Inc/MD 183.4K €0.05 %
216Genuine Parts Co 181.9K €0.05 %
217Weyerhaeuser Co 181.8K €0.05 %
218Pentair PLC 181.6K €0.05 %
219TransUnion 177.7K €0.05 %
220Hologic Inc 176.2K €0.05 %
221Aptiv PLC 176.2K €0.05 %
222Incyte Corp 174.4K €0.05 %
223Cooper Cos Inc/The 173.3K €0.05 %
224Royalty Pharma PLC 168.8K €0.05 %
225Jacobs Solutions Inc 168.4K €0.05 %
226Rivian Automotive Inc 164.8K €0.05 %
227Deckers Outdoor Corp 163.6K €0.05 %
228Lennox International Inc 163.3K €0.05 %
229JB Hunt Transport Services Inc 160K €0.05 %
230F5 Inc 155.9K €0.05 %
231Equitable Holdings Inc 151.8K €0.04 %
232Avery Dennison Corp 150.9K €0.04 %
233Ball Corp 145.7K €0.04 %
234Carlisle Cos Inc 145.5K €0.04 %
235Allegion plc 145.4K €0.04 %
236Graco Inc 144.4K €0.04 %
237IDEX Corp 142.6K €0.04 %
238Best Buy Co Inc 142K €0.04 %
239Masco Corp 141.3K €0.04 %
240Jack Henry & Associates Inc 140.9K €0.04 %
241Nutanix Inc 140.4K €0.04 %
242Dick's Sporting Goods Inc 139.3K €0.04 %
243Dynatrace Inc 139K €0.04 %
244AECOM 134.3K €0.04 %
245Solventum Corp 131.3K €0.04 %
246Clorox Co/The 130.6K €0.04 %
247Builders FirstSource Inc 121K €0.04 %
248Delta Air Lines Inc 120.5K €0.04 %
249Healthpeak Properties Inc 118.8K €0.03 %
250Essential Utilities Inc 114.4K €0.03 %
251J M Smucker Co/The 111K €0.03 %
252BXP Inc 108K €0.03 %
253Baxter International Inc 104.4K €0.03 %
254CNH Industrial NV 85.9K €0.03 %
255Paycom Software Inc 85.8K €0.03 %
256Oklo Inc 84.5K €0.02 %
257Hormel Foods Corp 76.3K €0.02 %