Titelia

Holdings of LLUC VALORES, SICAV, S.A.

MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. ·60 declared positions · as of Dec 31, 2025

Original filing · Net assets 516.7M € · Ten largest lines: 27.5 % of the equity sleeve

Sector breakdown

  • Technology 22.6 %
  • Health care 11.8 %
  • Financials 11.0 %
  • Consumer staples 10.2 %
  • Industrials 8.3 %
  • Communication 8.3 %
  • Consumer discretionary 7.2 %
  • Materials 7.1 %
  • Energy 3.4 %
  • Utilities 2.3 %
  • Unattributed 7.8 %

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 59.9 %
  • FR 12.8 %
  • DE 7.6 %
  • GB 5.7 %
  • NL 4.1 %
  • BE 2.7 %
  • CH 2.6 %
  • CA 2.2 %
  • TW 0.9 %
  • LU 0.8 %
  • IT 0.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US34258.8M €59.85 %
FR855.3M €12.79 %
DE532.9M €7.60 %
GB524.7M €5.72 %
NL217.8M €4.12 %
BE111.7M €2.72 %
CH111.1M €2.56 %
CA19.3M €2.15 %
TW13.8M €0.88 %
LU13.6M €0.84 %
IT13.3M €0.75 %

Positions

CompanySharesValueWeight
Microsoft Corp 15M €2.90 %
Alphabet Inc 13.8M €2.67 %
NVIDIA Corp 13.2M €2.55 %
Anheuser-Busch InBev SA/NV 11.7M €2.27 %
Coca-Cola Co/The 11.2M €2.17 %
Roche Holding AG 11.1M €2.14 %
Colgate-Palmolive Co 11M €2.13 %
RWE AG 10.7M €2.08 %
Bank of America Corp 10.7M €2.06 %
ING Groep NV 10.5M €2.04 %
Danone SA 10.3M €1.99 %
Amazon.com Inc 10.1M €1.96 %
Schneider Electric SE 9.8M €1.90 %
JPMorgan Chase & Co 9.6M €1.87 %
Johnson & Johnson 9.5M €1.84 %
Barrick Mining Corp 9.3M €1.80 %
Palo Alto Networks Inc 9M €1.74 %
Airbus SE 9M €1.74 %
Merck & Co Inc 9M €1.73 %
Meta Platforms Inc 9M €1.73 %
Alibaba Group Holding Ltd 8.9M €1.71 %
S&P Global Inc 8.7M €1.69 %
Accenture PLC 8.7M €1.68 %
Apple Inc 8.6M €1.66 %
QUALCOMM Inc 8.4M €1.62 %
Vinci SA 7.9M €1.54 %
Vonovia SE 7.9M €1.53 %
Berkshire Hathaway Inc 7.9M €1.53 %
Pfizer Inc 7.9M €1.53 %
Elevance Health Inc 7.5M €1.45 %
ASML Holding NV 7.3M €1.41 %
McDonald's Corp. 7M €1.36 %
National Grid PLC 6.6M €1.28 %
Eli Lilly & Co 6.2M €1.20 %
Deutsche Telekom AG 6.1M €1.17 %
Broadcom Inc 5.9M €1.15 %
Freeport-McMoRan Inc 5.9M €1.14 %
Exxon Mobil Corp 5.7M €1.11 %
Barratt Redrow PLC 5.4M €1.05 %
BAE Systems PLC 5.4M €1.04 %
LVMH Moet Hennessy Louis Vuitton SE 5.2M €1.01 %
Adobe Inc 5.2M €1.00 %
TotalEnergies SE 5.1M €1.00 %
Synopsys Inc 5M €0.97 %
Linde PLC 4.9M €0.94 %
Bayerische Motoren Werke AG 4.5M €0.87 %
Orange SA 4.3M €0.82 %
Oracle Corp 4.1M €0.80 %
SLB Ltd 4M €0.77 %
Berkeley Group Holdings PLC 3.9M €0.75 %
Taiwan Semiconductor Manufacturing Co Ltd 3.8M €0.74 %
Vallourec SACA 3.7M €0.71 %
Siemens AG 3.7M €0.71 %
ArcelorMittal SA 3.6M €0.71 %
SSE PLC 3.5M €0.67 %
Workday Inc 3.3M €0.64 %
Banca Monte dei Paschi di Siena SpA 3.3M €0.63 %
Netflix Inc 2.6M €0.50 %
Freddie Mac 1.1M €0.20 %
Fannie Mae 381.3K €0.07 %