Titelia

Holdings of MONTE ESTORIL SICAV, S.A.

AMUNDI IBERIA, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
25.4M € including 16.7M € in equities, 65.7 %
Positions
77 in 10 countries
Top ten
40.3 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Neinor Homes SA 2.3M €8.90 %
2Laboratorios Farmaceuticos Rovi SA 1.8M €7.09 %
3Iberdrola SA 1.2M €4.80 %
4Sacyr SA 1.2M €4.64 %
5Repsol SA 1.1M €4.39 %
6Zegona Communications plc 958.5K €3.78 %
7Acciona SA 806.1K €3.18 %
8Heidelberg Materials AG 322K €1.27 %
9Kinross Gold Corp 288.6K €1.14 %
10Banco Santander SA 275.2K €1.08 %
11Intesa Sanpaolo SpA 273.3K €1.08 %
12JPMorgan Chase & Co 259.5K €1.02 %
13Tenaz Energy Corp 247K €0.97 %
14i-80 Gold Corp 223.7K €0.88 %
15Barclays PLC 221.8K €0.87 %
16Wheaton Precious Metals Corp 200.1K €0.79 %
17Franco-Nevada Corp 176.5K €0.70 %
18Technip Energies NV 176.2K €0.69 %
19ACS Actividades de Construccion y Servicios SA 174.8K €0.69 %
20Endesa SA 173.2K €0.68 %
21Royal Gold Inc 170.3K €0.67 %
22Strategy Inc 168.2K €0.66 %
23Citigroup Inc 167.6K €0.66 %
24eBay Inc 166.3K €0.66 %
25Expedia Group Inc 155.3K €0.61 %
26Billiontoone Inc 153.3K €0.60 %
27Buzzi SpA 150.2K €0.59 %
28Fresnillo PLC 145.1K €0.57 %
29Generali 135.5K €0.53 %
30Eni SpA 133.2K €0.52 %
31Halliburton Co 129.1K €0.51 %
32Invesco Ltd 127.8K €0.50 %
33State Street Corp 126.2K €0.50 %
34Anglo American PLC 125K €0.49 %
35Synchrony Financial 106.5K €0.42 %
36Newmont Corp 99.5K €0.39 %
37Pan American Silver Corp 97K €0.38 %
38American Express Co 87.2K €0.34 %
39Freeport-McMoRan Inc 86.5K €0.34 %
40Coeur Mining Inc 75.9K €0.30 %
41Cameco Corp 74K €0.29 %
42Microsoft Corp 70.4K €0.28 %
43NatWest Group PLC 69.9K €0.28 %
44Hewlett Packard Enterprise Co 68.5K €0.27 %
45Rio Tinto PLC 68K €0.27 %
46United Rentals Inc 66.8K €0.26 %
47Nasdaq Inc 65K €0.26 %
48Hecla Mining Co 62.1K €0.24 %
49Teck Resources Ltd 61.2K €0.24 %
50Carnival Corp 60.3K €0.24 %
51Safran SA 57.1K €0.23 %
52First Majestic Silver Corp 56.7K €0.22 %
53Cencora Inc 56.4K €0.22 %
54Cboe Global Markets Inc 54.1K €0.21 %
55Quest Diagnostics Inc 52.2K €0.21 %
56Coca-Cola HBC AG 51.6K €0.20 %
57AbbVie Inc 48.8K €0.19 %
58Walmart Inc 47.6K €0.19 %
59International Business Machines Corp. 47.2K €0.19 %
60Targa Resources Corp 46K €0.18 %
61TJX Cos Inc/The 43.6K €0.17 %
62Travelers Cos Inc/The 40.5K €0.16 %
63Endeavour Silver Corp 40K €0.16 %
64Blackrock Inc 38.3K €0.15 %
65Industria de Diseno Textil SA 37.9K €0.15 %
66Novartis AG 36.8K €0.14 %
67Siemens AG 33.2K €0.13 %
68Cie Financiere Richemont SA 33.1K €0.13 %
69Hermes International SCA 31.8K €0.13 %
70Tesco PLC 30.4K €0.12 %
71ASML Holding NV 30.4K €0.12 %
72NexGen Energy Ltd 27.4K €0.11 %
73Merck & Co Inc 24.6K €0.10 %
74Constellation Software Inc/Canada 22.6K €0.09 %
75Abbott Laboratories 22.2K €0.09 %
76L'Oreal SA 21.6K €0.09 %
77Carlsberg AS 19K €0.07 %

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Sector breakdown

  • Financials 10.7 %
  • Materials 10.1 %
  • Utilities 7.3 %
  • Consumer discretionary 3.2 %
  • Technology 2.4 %
  • Energy 1.8 %
  • Health care 1.4 %
  • Industrials 0.9 %
  • Consumer staples 0.4 %
  • Unattributed 61.6 %

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

  • Spain 54.2 %
  • United States 18.0 %
  • United Kingdom 10.0 %
  • Canada 9.1 %
  • Italy 4.2 %
  • Germany 2.1 %
  • France 1.7 %
  • Switzerland 0.4 %
  • Netherlands 0.2 %
  • Denmark 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Spain109M €54.21 %
2United States333M €17.96 %
3United Kingdom81.7M €10.02 %
4Canada121.5M €9.09 %
5Italy4692.2K €4.15 %
6Germany2355.3K €2.13 %
7France4286.8K €1.72 %
8Switzerland269.9K €0.42 %
9Netherlands130.4K €0.18 %
10Denmark119K €0.11 %
Cite this page

Titelia. "Holdings of MONTE ESTORIL SICAV, S.A.". https://titelia.com/en/funds/ESSICAV1887-0