Titelia

Holdings of HIGH RATE, FI

INTERMONEY GESTION, S.G.I.I.C., S.A. ·45 declared positions · as of Dec 31, 2025

Original filing · Net assets 69M € · Ten largest lines: 42.2 % of the equity sleeve

Sector breakdown

  • Energy 9.0 %
  • Financials 7.8 %
  • Consumer staples 6.7 %
  • Technology 5.6 %
  • Materials 5.5 %
  • Industrials 3.5 %
  • Communication 2.8 %
  • Consumer discretionary 2.6 %
  • Health care 1.5 %
  • Unattributed 55.0 %

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 45.6 %
  • FR 13.2 %
  • DE 7.6 %
  • BM 6.6 %
  • CH 4.5 %
  • NL 4.0 %
  • CA 3.8 %
  • SG 2.9 %
  • AU 2.1 %
  • GG 1.7 %
  • JE 1.7 %
  • NO 1.5 %
  • Other countries 4.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1916.3M €45.57 %
FR54.7M €13.16 %
DE32.7M €7.65 %
BM32.4M €6.60 %
CH11.6M €4.48 %
NL21.4M €4.01 %
CA11.4M €3.84 %
SG11.1M €2.94 %
AU1745.3K €2.08 %
GG1625.5K €1.74 %
JE1613.5K €1.71 %
NO1538.9K €1.50 %

Positions

CompanySharesValueWeight
Sixt SE 1.8M €2.57 %
BF&M Ltd 1.7M €2.42 %
TotalEnergies SE 1.6M €2.34 %
Nestle SA 1.6M €2.33 %
Coinbase Global Inc 1.6M €2.29 %
DraftKings Inc 1.6M €2.25 %
Conagra Brands Inc 1.5M €2.14 %
Canadian Pacific Kansas City Ltd 1.4M €2.00 %
United Parcel Service Inc 1.3M €1.84 %
SLB Ltd 1.2M €1.75 %
Aon PLC 1.2M €1.74 %
Carrefour SA 1.1M €1.65 %
PPG Industries Inc 1.1M €1.64 %
Olam Group Ltd 1.1M €1.53 %
Chipotle Mexican Grill Inc 945K €1.37 %
Heineken Holding NV 936K €1.36 %
KORIAN SA 884.6K €1.28 %
Kraft Heinz Co/The 825.8K €1.20 %
General Mills, Inc. 791.8K €1.15 %
YETI Holdings Inc 752.1K €1.09 %
Treasury Wine Estates Ltd 745.3K €1.08 %
Vallourec SACA 659K €0.96 %
AT&T Inc 634.4K €0.92 %
Palo Alto Networks Inc 627.3K €0.91 %
Gemfields Group Ltd 625.5K €0.91 %
WISDOMTREE METAL SECURITIES LTD 613.5K €0.89 %
Bayer AG 555.2K €0.80 %
Leroy Seafood Group ASA 538.9K €0.78 %
Cisco Systems, Inc. 524.6K €0.76 %
Signify NV 503K €0.73 %
Adobe Inc 476.7K €0.69 %
Check Point Software Technologies Ltd 473.9K €0.69 %
Publicis Groupe SA 425.4K €0.62 %
Azelis Group NV 420.8K €0.61 %
Piaggio & C SpA 419.1K €0.61 %
Henkel AG & Co. KGaA 417.5K €0.61 %
ConocoPhillips 398.5K €0.58 %
Watlington Waterwork 379.9K €0.55 %
QUALCOMM Inc 378.6K €0.55 %
Alphabet Inc 373.1K €0.54 %
Tenaris SA 346.7K €0.50 %
Golar LNG Ltd 316.8K €0.46 %
Caesars Entertainment Inc 199.1K €0.29 %
All Iron Re I Socimi 31.3K €0.05 %
Camellia PLC 344 €0.00 %