Titelia

Holdings of INVERSIONES HERRERO, S.A.SICAV

URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL ·43 declared positions · as of Dec 31, 2025

Original filing · Net assets 14.1M € · Ten largest lines: 52.1 % of the equity sleeve

Sector breakdown

  • Technology 40.1 %
  • Financials 17.0 %
  • Consumer discretionary 10.9 %
  • Industrials 8.4 %
  • Communication 8.3 %
  • Health care 3.3 %
  • Energy 2.4 %
  • Consumer staples 1.3 %
  • Materials 1.3 %
  • Utilities 1.2 %
  • Real estate 0.7 %
  • Unattributed 5.1 %

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 61.7 %
  • DE 13.4 %
  • FR 10.1 %
  • NL 6.4 %
  • IT 3.7 %
  • ES 2.8 %
  • AT 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US283.9M €61.70 %
2DE5852.1K €13.45 %
3FR6638.3K €10.07 %
4NL1402.7K €6.35 %
5IT1233.1K €3.68 %
6ES1177.1K €2.79 %
7AT1123.6K €1.95 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 480.6K €3.42 %
2Apple Inc 479.8K €3.41 %
3Alphabet Inc 462.4K €3.29 %
4Microsoft Corp 431.5K €3.07 %
5ASML Holding NV 402.7K €2.86 %
6Heidelberg Materials AG 234.8K €1.67 %
7UniCredit SpA 233.1K €1.66 %
8Amazon.com Inc 223.6K €1.59 %
9Banco de Sabadell SA 177.1K €1.26 %
10Siemens AG 175.8K €1.25 %
11Berkshire Hathaway Inc 172.5K €1.23 %
12Exxon Mobil Corp 155.1K €1.10 %
13Allianz SE 154.6K €1.10 %
14Alibaba Group Holding Ltd 150.9K €1.07 %
15Deutsche Lufthansa AG 146.4K €1.04 %
16Schneider Electric SE 142.3K €1.01 %
17SAP SE 140.4K €1.00 %
18Eli Lilly & Co 129.9K €0.92 %
19LVMH Moet Hennessy Louis Vuitton SE 127.7K €0.91 %
20BNP Paribas SA 126.4K €0.90 %
21Tesla Inc 126K €0.90 %
22Erste Group Bank AG 123.6K €0.88 %
23JPMorgan Chase & Co 118.2K €0.84 %
24Broadcom Inc 114.9K €0.82 %
25Citigroup Inc 93.2K €0.66 %
26Wells Fargo & Co 88.9K €0.63 %
27Vinci SA 81.8K €0.58 %
28L'Oreal SA 80.3K €0.57 %
29Air Liquide SA 79.8K €0.57 %
30NextEra Energy Inc 78.5K €0.56 %
31Home Depot Inc/The 65.3K €0.46 %
32Walt Disney Co/The 61.3K €0.44 %
33Intel Corp 54.1K €0.39 %
34UnitedHealth Group Inc 51.7K €0.37 %
353M Co 51.5K €0.37 %
36Salesforce Inc 47.8K €0.34 %
37Visa Inc 47.8K €0.34 %
38MetLife Inc 45.2K €0.32 %
39American Tower Corp 42.2K €0.30 %
40Union Pacific Corp 40.2K €0.29 %
41Caterpillar Inc 39.5K €0.28 %
42QUALCOMM Inc 32.3K €0.23 %
43Estee Lauder Cos Inc/The 24.5K €0.17 %