Titelia

Holdings of DEIDAD, FI DEIDAD/POSEIDON

INVERSIS GESTIÓN, S.A., SGIIC ·54 declared positions · as of Dec 31, 2025

Original filing · Net assets 7.5M € · Ten largest lines: 33.2 % of the equity sleeve

Sector breakdown

  • Technology 16.7 %
  • Financials 12.3 %
  • Industrials 8.9 %
  • Consumer discretionary 6.8 %
  • Consumer staples 5.8 %
  • Health care 5.4 %
  • Utilities 4.8 %
  • Materials 4.7 %
  • Communication 3.4 %
  • Energy 2.1 %
  • Unattributed 29.1 %

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 35.4 %
  • ES 31.9 %
  • FR 10.6 %
  • CH 6.0 %
  • NL 5.2 %
  • DE 3.7 %
  • GB 2.8 %
  • TW 2.3 %
  • CA 1.1 %
  • DK 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US221.8M €35.42 %
2ES131.6M €31.86 %
3FR6537.4K €10.59 %
4CH4303.5K €5.98 %
5NL2266.3K €5.25 %
6DE3187.5K €3.69 %
7GB1142.5K €2.81 %
8TW1116.4K €2.29 %
9CA154.5K €1.07 %
10DK152.3K €1.03 %

Positions

RankCompanySharesValueWeight
1Iberdrola SA 245.3K €3.25 %
2Banco Santander SA 221.5K €2.94 %
3ACS Actividades de Construccion y Servicios SA 175.3K €2.32 %
4Ferrovial SE 174.2K €2.31 %
5Repsol SA 159.3K €2.11 %
6CaixaBank SA 156.7K €2.08 %
7International Consolidated Airlines Group SA 142.5K €1.89 %
8Airbus SE 138.9K €1.84 %
9Microsoft Corp 135.9K €1.80 %
10Alphabet Inc 133.6K €1.77 %
11Freeport-McMoRan Inc 129.7K €1.72 %
12International Business Machines Corp. 126.1K €1.67 %
13Taiwan Semiconductor Manufacturing Co Ltd 116.4K €1.54 %
14Industria de Diseno Textil SA 112.7K €1.49 %
15Unicaja Banco SA 111.1K €1.47 %
16Cheniere Energy Inc 107.6K €1.43 %
17MTU Aero Engines AG 106.6K €1.41 %
18Roche Holding AG 105.7K €1.40 %
19Naturgy Energy Group SA 103.7K €1.37 %
20Broadcom Inc 103.1K €1.37 %
21Lockheed Martin Corp 102.9K €1.36 %
22Apple Inc 92.6K €1.23 %
23ASML Holding NV 92.1K €1.22 %
24LVMH Moet Hennessy Louis Vuitton SE 90.3K €1.20 %
25Safran SA 89.2K €1.18 %
26Amazon.com Inc 88.4K €1.17 %
27Applied Materials Inc 87.5K €1.16 %
28Berkshire Hathaway Inc 85.6K €1.13 %
29Nestle SA 84.6K €1.12 %
30Banco Bilbao Vizcaya Argentaria SA 80.2K €1.06 %
31Mastercard Inc 77.8K €1.03 %
32Danone SA 76.8K €1.02 %
33L'Oreal SA 73.3K €0.97 %
34Thales SA 68.9K €0.91 %
35Banco de Sabadell SA 67.3K €0.89 %
36Enagas SA 65.8K €0.87 %
37Amadeus IT Group SA 62.8K €0.83 %
38Stryker Corp 59.8K €0.79 %
39Waste Connections Inc 59.7K €0.79 %
40Coca-Cola Co/The 59.5K €0.79 %
41Delta Air Lines Inc 59.1K €0.78 %
42QUALCOMM Inc 58.3K €0.77 %
43Lonza Group AG 57.8K €0.77 %
44UnitedHealth Group Inc 56.2K €0.74 %
45Cie Financiere Richemont SA 55.4K €0.73 %
46Cellnex Telecom SA 54.9K €0.73 %
47Cameco Corp 54.5K €0.72 %
48Linde PLC 54.3K €0.72 %
49Novo Nordisk A/S 52.3K €0.69 %
50Vonovia SE 49.1K €0.65 %
51Joby Aviation Inc 45K €0.60 %
52Comcast Corp 38.2K €0.51 %
53Micron Technology Inc 36.4K €0.48 %
54Verbio SE 31.8K €0.42 %