Titelia

Holdings of MONTE ESTORIL SICAV, S.A.

AMUNDI IBERIA, SGIIC, S.A. ·77 declared positions · as of Dec 31, 2025

Original filing · Net assets 25.4M € · Ten largest lines: 61.3 % of the equity sleeve

Sector breakdown

  • Financials 10.7 %
  • Utilities 7.3 %
  • Materials 6.5 %
  • Technology 4.2 %
  • Health care 3.2 %
  • Consumer discretionary 3.2 %
  • Energy 1.8 %
  • Industrials 0.9 %
  • Consumer staples 0.6 %
  • Unattributed 61.6 %

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

  • ES 54.2 %
  • US 18.0 %
  • GB 10.0 %
  • CA 9.1 %
  • IT 4.2 %
  • DE 2.1 %
  • FR 1.7 %
  • CH 0.4 %
  • NL 0.2 %
  • DK 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
ES109M €54.21 %
US333M €17.96 %
GB81.7M €10.02 %
CA121.5M €9.09 %
IT4692.2K €4.15 %
DE2355.3K €2.13 %
FR4286.8K €1.72 %
CH269.9K €0.42 %
NL130.4K €0.18 %
DK119K €0.11 %

Positions

CompanySharesValueWeight
Neinor Homes SA 2.3M €8.90 %
Laboratorios Farmaceuticos Rovi SA 1.8M €7.09 %
Iberdrola SA 1.2M €4.80 %
Sacyr SA 1.2M €4.64 %
Repsol SA 1.1M €4.39 %
Zegona Communications plc 958.5K €3.78 %
Acciona SA 806.1K €3.18 %
Heidelberg Materials AG 322K €1.27 %
Kinross Gold Corp 288.6K €1.14 %
Banco Santander SA 275.2K €1.08 %
Intesa Sanpaolo SpA 273.3K €1.08 %
JPMorgan Chase & Co 259.5K €1.02 %
Tenaz Energy Corp 247K €0.97 %
i-80 Gold Corp 223.7K €0.88 %
Barclays PLC 221.8K €0.87 %
Wheaton Precious Metals Corp 200.1K €0.79 %
Franco-Nevada Corp 176.5K €0.70 %
Technip Energies NV 176.2K €0.69 %
ACS Actividades de Construccion y Servicios SA 174.8K €0.69 %
Endesa SA 173.2K €0.68 %
Royal Gold Inc 170.3K €0.67 %
Strategy Inc 168.2K €0.66 %
Citigroup Inc 167.6K €0.66 %
eBay Inc 166.3K €0.66 %
Expedia Group Inc 155.3K €0.61 %
Billiontoone Inc 153.3K €0.60 %
Buzzi SpA 150.2K €0.59 %
Fresnillo PLC 145.1K €0.57 %
Generali 135.5K €0.53 %
Eni SpA 133.2K €0.52 %
Halliburton Co 129.1K €0.51 %
Invesco Ltd 127.8K €0.50 %
State Street Corp 126.2K €0.50 %
Anglo American PLC 125K €0.49 %
Synchrony Financial 106.5K €0.42 %
Newmont Corp 99.5K €0.39 %
Pan American Silver Corp 97K €0.38 %
American Express Co 87.2K €0.34 %
Freeport-McMoRan Inc 86.5K €0.34 %
Coeur Mining Inc 75.9K €0.30 %
Cameco Corp 74K €0.29 %
Microsoft Corp 70.4K €0.28 %
NatWest Group PLC 69.9K €0.28 %
Hewlett Packard Enterprise Co 68.5K €0.27 %
Rio Tinto PLC 68K €0.27 %
United Rentals Inc 66.8K €0.26 %
Nasdaq Inc 65K €0.26 %
Hecla Mining Co 62.1K €0.24 %
Teck Resources Ltd 61.2K €0.24 %
Carnival Corp 60.3K €0.24 %
Safran SA 57.1K €0.23 %
First Majestic Silver Corp 56.7K €0.22 %
Cencora Inc 56.4K €0.22 %
Cboe Global Markets Inc 54.1K €0.21 %
Quest Diagnostics Inc 52.2K €0.21 %
Coca-Cola HBC AG 51.6K €0.20 %
AbbVie Inc 48.8K €0.19 %
Walmart Inc 47.6K €0.19 %
International Business Machines Corp. 47.2K €0.19 %
Targa Resources Corp 46K €0.18 %
TJX Cos Inc/The 43.6K €0.17 %
Travelers Cos Inc/The 40.5K €0.16 %
Endeavour Silver Corp 40K €0.16 %
Blackrock Inc 38.3K €0.15 %
Industria de Diseno Textil SA 37.9K €0.15 %
Novartis AG 36.8K €0.14 %
Siemens AG 33.2K €0.13 %
Cie Financiere Richemont SA 33.1K €0.13 %
Hermes International SCA 31.8K €0.13 %
Tesco PLC 30.4K €0.12 %
ASML Holding NV 30.4K €0.12 %
NexGen Energy Ltd 27.4K €0.11 %
Merck & Co Inc 24.6K €0.10 %
Constellation Software Inc/Canada 22.6K €0.09 %
Abbott Laboratories 22.2K €0.09 %
L'Oreal SA 21.6K €0.09 %
Carlsberg AS 19K €0.07 %