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Holdings of CADI VALORES, SICAV S.A.

RENTA 4 GESTORA, S.G.I.I.C., S.A. · Original filing · Compare with another fund · Report an error

Net assets
2.7M € including 998.7K € in equities, 36.4 %
Positions
30 in 9 countries
Top ten
21.2 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 74.9K €2.73 %
2ETC WT PHYSICAL SILV 73.9K €2.69 %
3Iberdrola SA 66.5K €2.42 %
4Newmont Corp 63.8K €2.32 %
5Endesa SA 61.3K €2.23 %
6Barrick Mining Corp 59.3K €2.16 %
7E.ON SE 48.4K €1.76 %
8Intuitive Surgical Inc 48.2K €1.76 %
9Cameco Corp 46.7K €1.70 %
10Airbus SE 39.7K €1.44 %
11Naturgy Energy Group SA 38.9K €1.42 %
12Enel SpA 35.5K €1.29 %
13Freeport-McMoRan Inc 34.6K €1.26 %
14Palo Alto Networks Inc 23.5K €0.86 %
15BWX Technologies Inc 22.1K €0.80 %
16Sanofi SA 20.7K €0.75 %
17Microsoft Corp 20.6K €0.75 %
18NextEra Energy Inc 20.5K €0.75 %
19AXA SA 20.5K €0.75 %
20Amazon.com Inc 19.7K €0.72 %
21ASML Holding NV 18.4K €0.67 %
22BigBear.ai Holdings Inc 18.4K €0.67 %
23General Electric Co 18.4K €0.67 %
24NuScale Power Corp 18.1K €0.66 %
25Broadcom Inc 17.7K €0.64 %
26VYTRUS BIOTECH 17.1K €0.62 %
27Amper SA 16.9K €0.62 %
28Taiwan Semiconductor Manufacturing Co Ltd 12.9K €0.47 %
29Gestamp Automocion SA 12.2K €0.44 %
30Prosegur Cash SA 9.5K €0.35 %

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Sector breakdown

  • Materials 20.5 %
  • Utilities 17.1 %
  • Financials 9.5 %
  • Technology 9.3 %
  • Industrials 8.0 %
  • Health care 6.9 %
  • Consumer discretionary 2.0 %
  • Unattributed 26.7 %

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 40.1 %
  • Spain 22.3 %
  • Canada 10.6 %
  • France 8.1 %
  • Jersey 7.4 %
  • Germany 4.8 %
  • Italy 3.6 %
  • Netherlands 1.8 %
  • Taiwan 1.3 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States13400.3K €40.09 %
2Spain7222.3K €22.26 %
3Canada2106.1K €10.62 %
4France380.8K €8.09 %
5Jersey173.9K €7.40 %
6Germany148.4K €4.84 %
7Italy135.5K €3.56 %
8Netherlands118.4K €1.85 %
9Taiwan112.9K €1.30 %
Cite this page

Titelia. "Holdings of CADI VALORES, SICAV S.A.". https://titelia.com/en/funds/ESSICAV1232-0