Titelia

Portfolio von PATTON FUND MANAGEMENT, INC.

460 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 34,7 % des Aktienteils

Aufteilung nach Branche

  • Technologie 11,4 %
  • Industrie 10,5 %
  • Finanzen 7,4 %
  • Fonds 5,9 %
  • Zyklischer Konsum 5,3 %
  • Rohstoffe 5,1 %
  • Gesundheit 4,6 %
  • Versorger 3,5 %
  • Kommunikation 2,8 %
  • Basiskonsum 2,2 %
  • Energie 1,9 %
  • Immobilien 1,5 %
  • Nicht zugeordnet 37,8 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 100,0 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US460571,4 Mio. $100,00 %

Positionen

RangGesellschaftStückeWertGewicht
101Tyler Technologies Inc 1.080369.770 $
102APA Corp 8.540362.438 $
103EPAM Systems Inc 2.646358.268 $
104Occidental Petroleum Corp 5.457354.705 $
105ONEOK Inc 3.879350.623 $
106First Solar Inc 1.764347.967 $
107Bristol-Myers Squibb Co 5.720346.918 $
108Workday Inc 2.660345.587 $
109EchoStar Corp 2.919341.727 $
110Broadcom Inc 1.100340.461 $
111Align Technology Inc 1.982339.774 $
112IQVIA Holdings Inc 1.989339.204 $
113Halliburton Co 8.692338.901 $
114KKR & Co Inc 3.659338.458 $
115Arista Networks Inc 2.753338.013 $
116Air Products and Chemicals Inc 1.163337.840 $
117SPDR Gold Shares 785337.778 $
118Devon Energy Corp 6.691336.691 $
119AT&T Inc 11.599336.255 $
120QUALCOMM Inc 2.605335.472 $
121Fidelity National Information Services Inc 7.130334.468 $
122Texas Pacific Land Corp 698331.243 $
123Exxon Mobil Corp 1.946330.158 $
124Humana Inc 1.901329.614 $
125Ares Management Corp 3.019329.373 $
126PayPal Holdings Inc 7.268328.732 $
127NiSource Inc 7.037328.346 $
128GoDaddy Inc 3.961327.456 $
129Campbell's Company/The 14.662326.523 $
130Estee Lauder Cos Inc/The 4.545326.195 $
131BXP Inc 6.265325.154 $
132Qnity Electronics Inc 2.812324.449 $
133HP Inc 16.869324.053 $
134F5 Inc 1.118323.471 $
135Broadridge Financial Solutions Inc 1.980321.710 $
136Chevron Corp 1.548320.281 $
137Gen Digital Inc 16.999320.091 $
138Kenvue Inc 18.503318.992 $
139DoorDash Inc 2.116317.717 $
140Verizon Communications Inc 6.329317.716 $
141ConocoPhillips 2.401316.932 $
142Vanguard S&P 500 ETF 530316.702 $
143Old Dominion Freight Line Inc 1.620316.548 $
144Mondelez International Inc 5.489316.386 $
145Entergy Corp 2.813316.069 $
146Kroger Co/The 4.351314.838 $
147Targa Resources Corp 1.249313.162 $
148AppLovin Corp 780310.440 $
149ServiceNow Inc 2.959309.363 $
150T-Mobile US Inc 1.467308.114 $
151Carrier Global Corp 5.437306.157 $
152Robinhood Markets Inc 4.406305.336 $
153Coterra Energy Inc 8.682305.085 $
154Regeneron Pharmaceuticals, Inc. 391302.102 $
155Akamai Technologies Inc 2.613300.103 $
156Corteva Inc 3.583299.933 $
157NIKE Inc 5.648298.327 $
158Coherent Corp 1.252298.239 $
159Target Corp 2.460298.152 $
160Hershey Co/The 1.432297.698 $
161Procter & Gamble Co/The 2.056296.969 $
162Lockheed Martin Corp 491296.755 $
163Comcast Corp 10.287295.340 $
164Skyworks Solutions Inc 5.511295.114 $
165Lennar Corp 3.394294.735 $
166Paramount Skydance Corp. 32.623294.259 $
167Equinix Inc 300294.072 $
168Colgate-Palmolive Co 3.433292.595 $
169Universal Health Services Inc 1.634292.437 $
170Crowdstrike Holdings Inc 749292.417 $
171Clorox Co/The 2.815291.718 $
172AutoZone Inc 86290.489 $
173DaVita Inc 1.890290.474 $
174Fair Isaac Corp 272290.371 $
175Take-Two Interactive Software Inc 1.469290.128 $
176Keurig Dr Pepper Inc 11.018290.104 $
177Boston Scientific Corp 4.622290.031 $
178FedEx Corp 812289.218 $
179Palantir Technologies Inc 1.974288.757 $
180Phillips 66 1.584288.573 $
181Las Vegas Sands Corp 5.352288.366 $
182Marathon Petroleum Corp 1.171285.935 $
183Lennox International Inc 616285.904 $
184Best Buy Co Inc 4.447285.497 $
185Diamondback Energy Inc 1.440284.818 $
186Dexcom Inc 4.527284.296 $
187Chipotle Mexican Grill Inc 8.865283.769 $
188Meta Platforms Inc 493282.060 $
189EOG Resources Inc 1.948281.622 $
190Consolidated Edison Inc 2.488281.592 $
191Datadog Inc 2.384281.431 $
192Wynn Resorts Ltd 2.769281.192 $
193Synopsys Inc 709281.104 $
194Equifax Inc 1.560280.909 $
195Edison International 3.835280.645 $
196Blackrock Inc 291279.858 $
197United Parcel Service Inc 2.838279.202 $
198PG&E Corp 15.815277.870 $
199Builders FirstSource Inc 3.363276.876 $
200JPMorgan Chase & Co 941276.805 $
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