Titelia

Holdings of AMG Veritas Global Focus Fund

AMG Funds I ·29 declared positions · as of Apr 30, 2026

Original filing · Net assets 23.9M $ · Ten largest lines: 50.5 % of the equity sleeve

Sector breakdown

  • Health care 20.9 %
  • Financials 18.4 %
  • Industrials 15.0 %
  • Technology 12.7 %
  • Consumer discretionary 8.8 %
  • Consumer staples 7.6 %
  • Communication 0.8 %
  • Unattributed 15.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 61.8 %
  • EUR 29.5 %
  • GBP 8.7 %

The quoted currency of each line, as declared.

Country breakdown

  • US 54.2 %
  • FR 17.2 %
  • GB 15.0 %
  • CA 5.2 %
  • ES 3.5 %
  • NL 2.7 %
  • DE 2.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1612.7M $54.17 %
2FR44M $17.18 %
3GB43.5M $15.03 %
4CA11.2M $5.15 %
5ES1818K $3.49 %
6NL2641.4K $2.73 %
7DE1525K $2.24 %

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 5,5751.5M $6.18 %
2UnitedHealth Group Inc 3,7841.4M $5.86 %
3Vinci SA 8,7831.3M $5.55 %
4Canadian Pacific Kansas City Ltd 13,9011.2M $5.06 %
5London Stock Exchange Group PLC 8,8251.1M $4.79 %
6Microsoft Corp 2,6881.1M $4.58 %
7Safran SA 3,4071.1M $4.58 %
8Airbus SE 5,2741.1M $4.55 %
9Mastercard Inc 2,0051M $4.22 %
10Thermo Fisher Scientific Inc 2,054983.8K $4.11 %
11Aon PLC 3,132976.1K $4.08 %
12Unilever PLC 15,401901.9K $3.77 %
13Diageo PLC 43,994889.5K $3.72 %
14Amadeus IT Group SA 14,176818K $3.42 %
15Becton Dickinson & Co 5,355798.1K $3.34 %
16Salesforce Inc 4,427781.5K $3.27 %
17S&P Global Inc 1,689728.3K $3.05 %
18Elevance Health Inc 1,764664K $2.78 %
19Waters Corp 2,005620K $2.59 %
20Hyatt Hotels Corp 3,670615K $2.57 %
21Compass Group PLC 20,789587.4K $2.46 %
22ASML Holding NV 395571K $2.39 %
23SAP SE 3,127525K $2.20 %
24Dassault Systemes SE 23,092520.3K $2.18 %
25TransDigm Group Inc 422489.5K $2.05 %
26Intercontinental Exchange Inc 2,939464.6K $1.94 %
27Zoetis Inc 3,674422.4K $1.77 %
28Charter Communications, Inc. 1,072177.1K $0.74 %
29Magnum Ice Cream Co NV/The 4,82170.4K $0.29 %