Titelia

Holdings of JUFERUCA SICAV S.A.

A&G FONDOS, SGIIC, SA ·83 declared positions · as of Dec 31, 2025

Original filing · Net assets 14.7M € · Ten largest lines: 23.7 % of the equity sleeve

Sector breakdown

  • Technology 22.0 %
  • Financials 10.0 %
  • Communication 9.3 %
  • Consumer discretionary 8.9 %
  • Industrials 7.2 %
  • Health care 6.5 %
  • Consumer staples 5.0 %
  • Energy 3.3 %
  • Utilities 2.4 %
  • Materials 1.7 %
  • Funds 0.9 %
  • Unattributed 22.8 %

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 62.9 %
  • CA 6.9 %
  • IT 5.8 %
  • DE 4.2 %
  • FR 3.4 %
  • NL 2.6 %
  • MH 2.4 %
  • GB 2.3 %
  • KY 1.9 %
  • ES 1.8 %
  • TW 1.7 %
  • BM 1.1 %
  • Other countries 3.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US533.8M €62.86 %
2CA5412.5K €6.89 %
3IT2346.5K €5.79 %
4DE4249.9K €4.17 %
5FR3204.5K €3.42 %
6NL3155.1K €2.59 %
7MH2145.2K €2.42 %
8GB2138.2K €2.31 %
9KY1110.8K €1.85 %
10ES2106.6K €1.78 %
11TW1103.5K €1.73 %
12BM163.4K €1.06 %

Positions

RankCompanySharesValueWeight
1Maire SpA 221.9K €1.51 %
2Alphabet Inc 159.9K €1.09 %
3Tesla Inc 153.2K €1.04 %
4Palantir Technologies Inc 136.2K €0.93 %
5General Electric Co 131.1K €0.89 %
6Fairfax Financial Holdings Ltd 129.8K €0.88 %
7TELECOM ITALIA SPA 124.6K €0.85 %
8Warner Bros Discovery Inc 122.7K €0.83 %
9Safran SA 119K €0.81 %
10Broadcom Inc 117.9K €0.80 %
11Brookfield Corp 117.2K €0.80 %
12AppLovin Corp 114.7K €0.78 %
13KLA Corp 113.8K €0.77 %
14Tencent Holdings Ltd 110.8K €0.75 %
15Cardinal Health, Inc. 105K €0.71 %
16Taiwan Semiconductor Manufacturing Co Ltd 103.5K €0.70 %
17Amazon.com Inc 98.3K €0.67 %
18Mastercard Inc 97.2K €0.66 %
19ING Groep NV 96K €0.65 %
20Booking Holdings Inc 91.2K €0.62 %
21McKesson Corp 90.8K €0.62 %
22Heidelberg Materials AG 89.2K €0.61 %
23American Electric Power Co Inc 88.4K €0.60 %
24DHT Holdings Inc 83.2K €0.57 %
25Enbridge Inc 81.4K €0.55 %
26American International Group Inc 80.1K €0.55 %
27Unilever PLC 74.2K €0.51 %
28Costco Wholesale Corp 73.4K €0.50 %
29Lam Research Corp 72.9K €0.50 %
30Seagate Technology Holdings PLC 70.3K €0.48 %
31Philip Morris International Inc. 68.3K €0.46 %
32AT&T Inc 67.7K €0.46 %
33Zegona Communications plc 63.9K €0.43 %
34Comfort Systems USA Inc 63.6K €0.43 %
35NVIDIA Corp 63.5K €0.43 %
36Applied Materials Inc 63.5K €0.43 %
37Golar LNG Ltd 63.4K €0.43 %
38IDEXX Laboratories Inc 63.4K €0.43 %
39Intel Corp 62.8K €0.43 %
40International Seaways Inc 62K €0.42 %
41AST SpaceMobile Inc 61.8K €0.42 %
42Microsoft Corp 61.8K €0.42 %
43Exxon Mobil Corp 61.5K €0.42 %
44Siemens Energy AG 60.2K €0.41 %
45CME Group Inc 58.1K €0.40 %
46Apple Inc 57.9K €0.39 %
47Amadeus IT Group SA 56.6K €0.38 %
48Expand Energy Corp 56.4K €0.38 %
49Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 56.2K €0.38 %
50Meta Platforms Inc 56.2K €0.38 %
51Duke Energy Corp 55.9K €0.38 %
52Frontline PLC 55.7K €0.38 %
53GE Vernova Inc 55.6K €0.38 %
54Adyen NV 55K €0.37 %
55Carvana Co 53.9K €0.37 %
56Hermes International SCA 53.1K €0.36 %
57Amphenol Corp 52.9K €0.36 %
58Corning Inc 52.2K €0.36 %
59Newmont Corp 51K €0.35 %
60ICICI Bank Ltd 50.7K €0.35 %
61Avolta AG 50.7K €0.34 %
62Albemarle Corp 50.6K €0.34 %
63Baker Hughes Co 50.4K €0.34 %
64Tubacex SA 50K €0.34 %
65Thermo Fisher Scientific Inc 49.3K €0.34 %
66Mettler-Toledo International Inc 47.5K €0.32 %
67O'Reilly Automotive Inc 46.6K €0.32 %
68LPL Financial Holdings Inc 45.6K €0.31 %
69International Business Machines Corp. 45.4K €0.31 %
70First Solar Inc 44.5K €0.30 %
71Befesa SA 44.3K €0.30 %
72Sea Ltd 43.4K €0.30 %
73Secure Waste Infrastructure Corp 43K €0.29 %
74Oklo Inc 42.8K €0.29 %
75Constellation Software Inc/Canada 41.1K €0.28 %
76Yum China Holdings Inc 40.6K €0.28 %
77Netflix Inc 39.9K €0.27 %
78Strategy Inc 38.8K €0.26 %
79IonQ Inc 38.2K €0.26 %
80MercadoLibre Inc 34.3K €0.23 %
81Technip Energies NV 32.5K €0.22 %
82Novo Nordisk A/S 30.5K €0.21 %
83Magnum Ice Cream Co NV/The 4.1K €0.03 %