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CIK: 0002018922
Total reported value
$23.6M
$23.6M
19 檔
2116.8%
According to the latest 13F quarterly dataset, Criteria Caixa, S.a.u. managed an equity portfolio of $23.6M at the end of Q3 2025, spanning 19 distinct U.S. exchange-listed positions.
In Q3 2025, Criteria Caixa, S.a.u. displayed an active expansion posture, initiating 6 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 16.86% | — | — | |
| 2 | ABBV | Abbvie Inc | Stock-Healthcare | 13.44% | — | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 11.11% | — | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.85% | — | — | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 8.41% | — | — | |
| 6 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 6.91% | — | — | |
| 7 | LIN | Linde plc | Stock-Materials | 5.72% | — | — | |
| 8 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 5.67% | — | — | |
| 9 | PFE | Pfizer Inc | Stock-Healthcare | 5.39% | — | — | |
| 10 | ICLN | Ishares Global Clean Energy | ETF-Other | 3.31% | — | — | |
| 11 | SNX | TD Synnex CORP | Stock-Tech | 2.92% | — | — | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.78% | — | — | |
| 13 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.23% | — | — | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.37% | +0.06% | — | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.36% | -0.06% | — | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 1.10% | — | — | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.03% | — | — | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.87% | — | — | |
| 19 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.68% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3.4% | — | Unchanged |
| 2 | MSFT | Microsoft CORP | +1% | — | Unchanged |
| 3 | SNX | TD Synnex CORP | +0.6% | — | Unchanged |
| 4 | UBER | Uber Technologies Inc | +0.6% | — | Unchanged |
| 5 | ICLN | Ishares Global Clean Energy | +0.3% | — | Unchanged |
| 6 | IQV | Iqvia Holdings Inc | +0.2% | — | Add |
| 7 | V | Visa Inc-class A Shares | -0.2% | — | Add |
| 8 | CNI | Canadian Natl Railway Co | -0.7% | — | Unchanged |
| 9 | AMZN | Amazon.com Inc | -0.8% | — | Unchanged |
| 10 | LIN | Linde plc | -1.3% | — | Unchanged |
| 11 | PFE | Pfizer Inc | -1.3% | — | Unchanged |
| 12 | ABBV | Abbvie Inc | -3.3% | — | Trim |
| 13 | KHC | Kraft Heinz Co/the | -5% | — | Trim |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 16 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 17 | BLK | Blackrock Inc | — | NEW | New buy |
| 18 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 19 | CL | Colgate-palmolive Co | — | NEW | New buy |
According to official SEC Form 13F filings, Criteria Caixa, S.a.u. reported a total U.S. public equity portfolio value of $23.6M across 19 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GOOGL, ABBV, MSFT) accounted for 2116.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHY
市值: $11.7M
Top Position Liquidated / Trimmed
ABBV
前期市值: $113.8M
During Q3 2025, Criteria Caixa, S.a.u.'s top holdings by market value included GOOGL (16.9%)、ABBV (13.4%)、MSFT (11.1%). The largest single position, GOOGL, represented 16.9% of total portfolio value.
In Q3 2025, Criteria Caixa, S.a.u. made 10 total portfolio adjustments, initiating 6 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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