Titelia

Holdings of OCCIDENT PATRIMONIO, FI

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·33 declared positions · as of Dec 31, 2025

Original filing · Net assets 8.8M € · Ten largest lines: 48.6 % of the equity sleeve

Sector breakdown

  • Health care 22.6 %
  • Financials 15.4 %
  • Industrials 11.2 %
  • Energy 8.6 %
  • Consumer discretionary 7.6 %
  • Communication 4.1 %
  • Utilities 2.3 %
  • Materials 2.2 %
  • Unattributed 26.1 %

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 40.5 %
  • HK 12.1 %
  • ES 12.0 %
  • FR 10.6 %
  • IT 10.5 %
  • DE 7.9 %
  • CH 6.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US141.2M €40.49 %
2HK4372.1K €12.10 %
3ES4369.6K €12.02 %
4FR3325.7K €10.59 %
5IT2322.4K €10.48 %
6DE4244.5K €7.95 %
7CH2196.1K €6.38 %

Positions

RankCompanySharesValueWeight
1Grifols SA 221.5K €2.53 %
2Eni SpA 193.7K €2.21 %
3EssilorLuxottica SA 188.9K €2.16 %
4Visa Inc 161.2K €1.84 %
5Caterpillar Inc 141.4K €1.62 %
6Generali 128.7K €1.47 %
7Tencent Holdings Ltd 124.6K €1.42 %
8Deere & Co 118.9K €1.36 %
9Amgen Inc 111.5K €1.27 %
10Roche Holding AG 105.7K €1.21 %
11Alibaba Group Holding Ltd 104.7K €1.20 %
12Align Technology Inc 93.1K €1.06 %
13Blackrock Inc 91.1K €1.04 %
14Straumann Holding AG 90.3K €1.03 %
15Merck & Co Inc 89.6K €1.02 %
16Uber Technologies Inc 83.5K €0.95 %
17Bayerische Motoren Werke AG 74.5K €0.85 %
18TotalEnergies SE 72.3K €0.83 %
19China Construction Bank Corp 71.5K €0.82 %
20Industrial & Commercial Bank of China Ltd 71.3K €0.81 %
21Pfizer Inc 67.8K €0.78 %
22BASF SE 66.6K €0.76 %
23Regeneron Pharmaceuticals, Inc. 65.7K €0.75 %
24LVMH Moet Hennessy Louis Vuitton SE 64.5K €0.74 %
25Zoetis Inc 64.3K €0.73 %
26Booking Holdings Inc 63.8K €0.73 %
27Allianz SE 58.6K €0.67 %
28Colonial SFL Socimi SA 51.9K €0.59 %
29Miquel y Costas & Miquel SA 51.5K €0.59 %
30Marsh & McLennan Cos Inc 47.4K €0.54 %
31Alexandria Real Estate Equities, Inc. 45.8K €0.52 %
32Deutsche Boerse AG 44.7K €0.51 %
33Puig Brands SA 44.6K €0.51 %