Titelia

Holdings of PARADOX EQUITY FUND, FI

WELZIA MANAGEMENT, SGIIC, S.A. ·94 declared positions · as of Dec 31, 2025

Original filing · Net assets 21.6M € · Ten largest lines: 24.3 % of the equity sleeve

Sector breakdown

  • Industrials 28.7 %
  • Technology 13.1 %
  • Health care 3.8 %
  • Consumer discretionary 3.0 %
  • Materials 2.8 %
  • Utilities 2.0 %
  • Financials 1.9 %
  • Energy 1.7 %
  • Consumer staples 0.7 %
  • Communication 0.3 %
  • Unattributed 42.0 %

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 91.8 %
  • IE 2.6 %
  • NL 2.5 %
  • CA 2.1 %
  • GB 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US8619.7M €91.84 %
2IE2552.9K €2.57 %
3NL1535.8K €2.49 %
4CA3454.4K €2.11 %
5GB2209.7K €0.98 %

Positions

RankCompanySharesValueWeight
1PJT Partners Inc 591.9K €2.74 %
2Woodward Inc 562.4K €2.60 %
3Tapestry Inc 544.2K €2.52 %
4AerCap Holdings NV 535.8K €2.48 %
5Quanta Services Inc 523.5K €2.42 %
6TKO Group Holdings Inc 506.2K €2.34 %
7Amphenol Corp 503.2K €2.33 %
8Howmet Aerospace Inc 496.6K €2.30 %
9General Electric Co 485.9K €2.25 %
10OSI Systems Inc 478.6K €2.21 %
11nVent Electric PLC 474.4K €2.19 %
12International Business Machines Corp. 464K €2.15 %
13EMCOR Group Inc 440.6K €2.04 %
14Trane Technologies PLC 434.4K €2.01 %
15Cadence Design Systems Inc 428.2K €1.98 %
16Federal Signal Corp 427.6K €1.98 %
17RBC Bearings Inc 424.9K €1.97 %
18Westinghouse Air Brake Technologies Corp 414.5K €1.92 %
19Apple Inc 403.4K €1.87 %
20Eaton Corp PLC 394.5K €1.83 %
21Cintas Corp 377.5K €1.75 %
22Boston Scientific Corp 374.2K €1.73 %
23Targa Resources Corp 367.2K €1.70 %
24ADT Inc 365K €1.69 %
25BWX Technologies Inc 346.2K €1.60 %
26Jabil Inc 332K €1.54 %
27Dycom Industries Inc 317.3K €1.47 %
28HEICO Corp 315.9K €1.46 %
29Watts Water Technologies Inc 307.6K €1.42 %
30InterDigital Inc 275.4K €1.27 %
31Covista Inc 269.8K €1.25 %
32Automatic Data Processing Inc 265.4K €1.23 %
33Visa Inc 255K €1.18 %
34Commvault Systems Inc 238.3K €1.10 %
35HEICO Corp 234.2K €1.08 %
36AutoNation Inc 224K €1.04 %
37Curtiss-Wright Corp 223.4K €1.03 %
38Houlihan Lokey Inc 219.8K €1.02 %
39Fastenal Co 198.4K €0.92 %
40Sanmina Corp 185.6K €0.86 %
41FTAI Aviation Ltd 171.6K €0.79 %
42Archrock Inc 171.4K €0.79 %
43Parker-Hannifin Corp 166.9K €0.77 %
44Royal Gold Inc 158K €0.73 %
45KLA Corp 157.2K €0.73 %
46US Foods Holding Corp 155.5K €0.72 %
47NVIDIA Corp 155.1K €0.72 %
48Wheaton Precious Metals Corp 154.5K €0.71 %
49Alamos Gold Inc 153.5K €0.71 %
50Arista Networks Inc 152.7K €0.71 %
51Kratos Defense & Security Solutions, Inc. 152.6K €0.71 %
52Eli Lilly & Co 149.1K €0.69 %
53Anglogold Ashanti Plc 148.9K €0.69 %
54Gilead Sciences Inc 148.9K €0.69 %
55Construction Partners Inc 148.1K €0.69 %
56Cboe Global Markets Inc 148.1K €0.69 %
57Southern Co/The 147.6K €0.68 %
58TTM Technologies Inc 146.4K €0.68 %
59RB Global Inc 146.4K €0.68 %
60Republic Services Inc 146.3K €0.68 %
61Virtu Financial Inc 146K €0.68 %
62Sabra Health Care REIT Inc 145.9K €0.67 %
63Atmos Energy Corp 144.9K €0.67 %
64Comfort Systems USA Inc 143K €0.66 %
65Sterling Infrastructure Inc 141.8K €0.66 %
66Argan Inc 136.3K €0.63 %
67IES Holdings Inc 135.1K €0.63 %
68Modine Manufacturing Co 131.5K €0.61 %
69Texas Pacific Land Corp 131.3K €0.61 %
70CACI International Inc 126.6K €0.59 %
71Grand Canyon Education Inc 121.9K €0.56 %
72TJX Cos Inc/The 93.9K €0.43 %
73Moog Inc 82.9K €0.38 %
74WW Grainger Inc 81.6K €0.38 %
75Federated Hermes Inc 79.3K €0.37 %
76Caterpillar Inc 78.5K €0.36 %
77Johnson Controls International plc 78.5K €0.36 %
78Antero Midstream Corp 76.5K €0.35 %
79Rollins Inc 75.7K €0.35 %
80CareTrust REIT Inc 75K €0.35 %
81TE Connectivity PLC 73.8K €0.34 %
82SPX Technologies Inc 73.4K €0.34 %
83Griffon Corp 73.4K €0.34 %
84Microsoft Corp 73.3K €0.34 %
85Quest Diagnostics Inc 72.8K €0.34 %
86Broadcom Inc 72.2K €0.33 %
87Duke Energy Corp 71.2K €0.33 %
88CenterPoint Energy Inc 71.2K €0.33 %
89IDEXX Laboratories Inc 70.3K €0.33 %
90Primoris Services Corp 67.4K €0.31 %
91Netflix Inc 62.3K €0.29 %
92Evraz PLC 60.8K €0.28 %
93Sprouts Farmers Market Inc 56.9K €0.26 %
94AECOM 56.2K €0.26 %