Titelia

Holdings of LLUC VALORES, 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
516.7M € including 432.3M € in equities, 83.7 %
Positions
60 in 11 countries
Top ten
23.0 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Microsoft Corp 15M €2.90 %
2Alphabet Inc 13.8M €2.67 %
3NVIDIA Corp 13.2M €2.55 %
4Anheuser-Busch InBev SA/NV 11.7M €2.27 %
5Coca-Cola Co/The 11.2M €2.17 %
6Roche Holding AG 11.1M €2.14 %
7Colgate-Palmolive Co 11M €2.13 %
8RWE AG 10.7M €2.08 %
9Bank of America Corp 10.7M €2.06 %
10ING Groep NV 10.5M €2.04 %
11Danone SA 10.3M €1.99 %
12Amazon.com Inc 10.1M €1.96 %
13Schneider Electric SE 9.8M €1.90 %
14JPMorgan Chase & Co 9.6M €1.87 %
15Johnson & Johnson 9.5M €1.84 %
16Barrick Mining Corp 9.3M €1.80 %
17Palo Alto Networks Inc 9M €1.74 %
18Airbus SE 9M €1.74 %
19Merck & Co Inc 9M €1.73 %
20Meta Platforms Inc 9M €1.73 %
21Alibaba Group Holding Ltd 8.9M €1.71 %
22S&P Global Inc 8.7M €1.69 %
23Accenture PLC 8.7M €1.68 %
24Apple Inc 8.6M €1.66 %
25QUALCOMM Inc 8.4M €1.62 %
26Vinci SA 7.9M €1.54 %
27Vonovia SE 7.9M €1.53 %
28Berkshire Hathaway Inc 7.9M €1.53 %
29Pfizer Inc 7.9M €1.53 %
30Elevance Health Inc 7.5M €1.45 %
31ASML Holding NV 7.3M €1.41 %
32McDonald's Corp. 7M €1.36 %
33National Grid PLC 6.6M €1.28 %
34Eli Lilly & Co 6.2M €1.20 %
35Deutsche Telekom AG 6.1M €1.17 %
36Broadcom Inc 5.9M €1.15 %
37Freeport-McMoRan Inc 5.9M €1.14 %
38Exxon Mobil Corp 5.7M €1.11 %
39Barratt Redrow PLC 5.4M €1.05 %
40BAE Systems PLC 5.4M €1.04 %
41LVMH Moet Hennessy Louis Vuitton SE 5.2M €1.01 %
42Adobe Inc 5.2M €1.00 %
43TotalEnergies SE 5.1M €1.00 %
44Synopsys Inc 5M €0.97 %
45Linde PLC 4.9M €0.94 %
46Bayerische Motoren Werke AG 4.5M €0.87 %
47Orange SA 4.3M €0.82 %
48Oracle Corp 4.1M €0.80 %
49SLB Ltd 4M €0.77 %
50Berkeley Group Holdings PLC 3.9M €0.75 %
51Taiwan Semiconductor Manufacturing Co Ltd 3.8M €0.74 %
52Vallourec SACA 3.7M €0.71 %
53Siemens AG 3.7M €0.71 %
54ArcelorMittal SA 3.6M €0.71 %
55SSE PLC 3.5M €0.67 %
56Workday Inc 3.3M €0.64 %
57Banca Monte dei Paschi di Siena SpA 3.3M €0.63 %
58Netflix Inc 2.6M €0.50 %
59Freddie Mac 1.1M €0.20 %
60Fannie Mae 381.3K €0.07 %

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Sector breakdown

  • Technology 22.6 %
  • Health care 11.8 %
  • Financials 11.0 %
  • Consumer staples 10.2 %
  • Industrials 8.3 %
  • Communication 8.3 %
  • Consumer discretionary 7.2 %
  • Utilities 4.8 %
  • Materials 4.6 %
  • Energy 3.4 %
  • Unattributed 7.8 %

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 59.9 %
  • France 12.8 %
  • Germany 7.6 %
  • United Kingdom 5.7 %
  • Netherlands 4.1 %
  • Belgium 2.7 %
  • Switzerland 2.6 %
  • Canada 2.2 %
  • Taiwan 0.9 %
  • Luxembourg 0.8 %
  • Italy 0.8 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States34258.8M €59.85 %
2France855.3M €12.79 %
3Germany532.9M €7.60 %
4United Kingdom524.7M €5.72 %
5Netherlands217.8M €4.12 %
6Belgium111.7M €2.72 %
7Switzerland111.1M €2.56 %
8Canada19.3M €2.15 %
9Taiwan13.8M €0.88 %
10Luxembourg13.6M €0.84 %
11Italy13.3M €0.75 %
Cite this page

Titelia. "Holdings of LLUC VALORES, SICAV, S.A.". https://titelia.com/en/funds/ESSICAV170-0