Titelia

Holdings of MI CARTERA RV USA ADVISED BY, FI

SANTANDER ASSET MANAGEMENT, S.A., SGIIC · Original filing · Compare with another fund · Report an error

Net assets
1.9B € including 1.8B € in equities, 93.9 %
Positions
80 in 1 countries
Top ten
41.5 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 146M €7.73 %
2Apple Inc 137.6M €7.28 %
3Microsoft Corp 127.3M €6.74 %
4Amazon.com Inc 83.4M €4.41 %
5Alphabet Inc 63.5M €3.36 %
6Meta Platforms Inc 55.2M €2.92 %
7Broadcom Inc 51.5M €2.73 %
8Alphabet Inc 44.5M €2.36 %
9Tesla Inc 39.1M €2.07 %
10Walmart Inc 35.7M €1.89 %
11Visa Inc 33.9M €1.79 %
12Bank of America Corp 33.7M €1.79 %
13Morgan Stanley 27.1M €1.44 %
14Bristol-Myers Squibb Co 27M €1.43 %
15Honeywell International Inc 26.8M €1.42 %
16Parker-Hannifin Corp 26.5M €1.40 %
17JPMorgan Chase & Co 25.2M €1.34 %
18Amphenol Corp 21.9M €1.16 %
19Berkshire Hathaway Inc 21.6M €1.14 %
20Eli Lilly & Co 21.5M €1.14 %
21Lam Research Corp 21.1M €1.12 %
22Comcast Corp 20.7M €1.10 %
23Entergy Corp 20.2M €1.07 %
24Marsh & McLennan Cos Inc 20.1M €1.06 %
25Mastercard Inc 20M €1.06 %
26AMETEK Inc 19.7M €1.04 %
27Charles Schwab Corp/The 18.6M €0.98 %
28Costco Wholesale Corp 18.4M €0.97 %
29QUALCOMM Inc 18.3M €0.97 %
30Cardinal Health, Inc. 17.4M €0.92 %
31Chevron Corp 17.4M €0.92 %
32TJX Cos Inc/The 17.3M €0.92 %
33Cintas Corp 16.9M €0.89 %
34Medtronic PLC 16.6M €0.88 %
35Booking Holdings Inc 16.3M €0.86 %
36Micron Technology Inc 16.3M €0.86 %
37Home Depot Inc/The 16.1M €0.85 %
38Union Pacific Corp 15.5M €0.82 %
39Salesforce Inc 15.5M €0.82 %
40Motorola Solutions Inc 14.7M €0.78 %
41AbbVie Inc 13.6M €0.72 %
42Corteva Inc 13.6M €0.72 %
43UnitedHealth Group Inc 13.3M €0.71 %
44Pfizer Inc 13.3M €0.71 %
45Advanced Micro Devices Inc 12.7M €0.67 %
46Netflix Inc 12.3M €0.65 %
47Regeneron Pharmaceuticals, Inc. 11.4M €0.61 %
48Progressive Corp/The 11.4M €0.60 %
49Exxon Mobil Corp 11.4M €0.60 %
50MasTec Inc 10.7M €0.57 %
51Travelers Cos Inc/The 10.7M €0.57 %
52CME Group Inc 10.6M €0.56 %
53Freeport-McMoRan Inc 10.5M €0.56 %
54Philip Morris International Inc. 10.4M €0.55 %
55General Electric Co 10.3M €0.54 %
56Intercontinental Exchange Inc 10.1M €0.54 %
57Intuit Inc 9.8M €0.52 %
58Palantir Technologies Inc 9.7M €0.52 %
59Simon Property Group Inc 9.6M €0.51 %
60Waste Management Inc 9.5M €0.51 %
61Cheniere Energy Inc 9M €0.48 %
62Edison International 8.9M €0.47 %
63HEICO Corp 8.9M €0.47 %
64Nasdaq Inc 8.6M €0.46 %
65Adobe Inc 8.5M €0.45 %
66Oracle Corp 8.5M €0.45 %
67Arista Networks Inc 8.1M €0.43 %
68Delta Air Lines Inc 7.8M €0.41 %
69Altria Group, Inc. 7.5M €0.40 %
70Capital One Financial Corp 7.5M €0.39 %
71Fox Corp 7.4M €0.39 %
72Pinterest Inc 7.1M €0.38 %
73Centene Corp 6.8M €0.36 %
74Consolidated Edison Inc 6.7M €0.35 %
75Mueller Industries Inc 5.7M €0.30 %
76Ralph Lauren Corp 5.7M €0.30 %
77Intel Corp 5.5M €0.29 %
78Comfort Systems USA Inc 5.4M €0.29 %
79Old Dominion Freight Line Inc 5M €0.26 %
80Natera Inc 4.5M €0.24 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 36.8 %
  • Financials 14.6 %
  • Communication 11.5 %
  • Consumer discretionary 9.7 %
  • Health care 7.8 %
  • Industrials 7.1 %
  • Consumer staples 4.1 %
  • Utilities 2.0 %
  • Materials 1.4 %
  • Energy 1.2 %
  • Real estate 0.5 %
  • Unattributed 3.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • EUR 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States801.8B €100.00 %
Cite this page

Titelia. "Holdings of MI CARTERA RV USA ADVISED BY, FI". https://titelia.com/en/funds/ESFI5774-0