Titelia

Holdings of CARTERA BELLVER, SICAV, S.A.

MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. · Original filing · Compare with another fund · Report an error

Net assets
482M € including 238.5M € in equities, 49.5 %
Positions
62 in 12 countries
Top ten
14.4 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 8.8M €1.82 %
2Microsoft Corp 8M €1.65 %
3NVIDIA Corp 7.5M €1.56 %
4Berkshire Hathaway Inc 7.2M €1.49 %
5Bank of America Corp 7M €1.46 %
6JPMorgan Chase & Co 6.7M €1.40 %
7Roche Holding AG 6.1M €1.27 %
8Coca-Cola Co/The 6.1M €1.26 %
9Barrick Mining Corp 6M €1.25 %
10Anheuser-Busch InBev SA/NV 5.9M €1.22 %
11Meta Platforms Inc 5.7M €1.18 %
12Amazon.com Inc 5.2M €1.08 %
13Airbus SE 5.2M €1.08 %
14S&P Global Inc 5.1M €1.07 %
15Alibaba Group Holding Ltd 5M €1.04 %
16Palo Alto Networks Inc 5M €1.03 %
17Colgate-Palmolive Co 4.9M €1.03 %
18Danone SA 4.9M €1.02 %
19Johnson & Johnson 4.9M €1.02 %
20QUALCOMM Inc 4.7M €0.98 %
21Merck & Co Inc 4.6M €0.95 %
22Accenture PLC 4.2M €0.87 %
23Apple Inc 4.2M €0.87 %
24Nestle SA 3.8M €0.80 %
25ING Groep NV 3.6M €0.75 %
26Vonovia SE 3.6M €0.75 %
27ASML Holding NV 3.6M €0.74 %
28Bayerische Motoren Werke AG 3.5M €0.73 %
29CaixaBank SA 3.5M €0.72 %
30TotalEnergies SE 3.5M €0.72 %
31McDonald's Corp. 3.4M €0.70 %
32Thermo Fisher Scientific Inc 3.3M €0.68 %
33ArcelorMittal SA 3.2M €0.65 %
34Industria de Diseno Textil SA 3.1M €0.65 %
35Iberdrola SA 3.1M €0.65 %
36Deutsche Telekom AG 3.1M €0.64 %
37Elevance Health Inc 3M €0.61 %
38Schneider Electric SE 2.9M €0.60 %
39RWE AG 2.9M €0.60 %
40Linde PLC 2.8M €0.59 %
41Broadcom Inc 2.8M €0.58 %
42BAE Systems PLC 2.8M €0.57 %
43Freeport-McMoRan Inc 2.7M €0.57 %
44Adobe Inc 2.7M €0.56 %
45Vinci SA 2.6M €0.53 %
46National Grid PLC 2.5M €0.52 %
47Eli Lilly & Co 2.5M €0.52 %
48SLB Ltd 2.5M €0.51 %
49Ferrovial SE 2.4M €0.50 %
50RECKITT BENCKISER GROUP PLC 2.4M €0.50 %
51Workday Inc 2.4M €0.49 %
52LVMH Moet Hennessy Louis Vuitton SE 2.3M €0.48 %
53Banca Monte dei Paschi di Siena SpA 2.3M €0.48 %
54Oracle Corp 2.2M €0.46 %
55Synopsys Inc 2.2M €0.46 %
56Barratt Redrow PLC 2.2M €0.46 %
57Siemens AG 1.9M €0.40 %
58Taiwan Semiconductor Manufacturing Co Ltd 1.9M €0.39 %
59Vallourec SACA 1.9M €0.39 %
60Exxon Mobil Corp 1.8M €0.38 %
61CRH PLC 1.7M €0.36 %
62Netflix Inc 957.4K €0.20 %

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Sector breakdown

  • Technology 21.5 %
  • Financials 13.9 %
  • Consumer staples 10.7 %
  • Health care 10.2 %
  • Consumer discretionary 8.0 %
  • Communication 7.8 %
  • Industrials 6.4 %
  • Materials 5.6 %
  • Utilities 3.6 %
  • Energy 3.3 %
  • Unattributed 9.0 %

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

  • United States 59.5 %
  • France 9.7 %
  • Germany 6.3 %
  • Switzerland 4.2 %
  • United Kingdom 4.1 %
  • Spain 4.1 %
  • Netherlands 4.0 %
  • Canada 2.5 %
  • Belgium 2.5 %
  • Luxembourg 1.3 %
  • Italy 1.0 %
  • Taiwan 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States33141.8M €59.46 %
2France723.2M €9.74 %
3Germany515M €6.29 %
4Switzerland210M €4.19 %
5United Kingdom49.9M €4.15 %
6Spain39.7M €4.08 %
7Netherlands39.6M €4.03 %
8Canada16M €2.52 %
9Belgium15.9M €2.46 %
10Luxembourg13.2M €1.32 %
11Italy12.3M €0.96 %
12Taiwan11.9M €0.80 %
Cite this page

Titelia. "Holdings of CARTERA BELLVER, SICAV, S.A.". https://titelia.com/en/funds/ESSICAV159-0