Titelia

Portfolio von Smith Asset Management Co., LLC

68 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 41.9 % des Aktienteils

Aufteilung nach Branche

  • Finanzen 6,9 %
  • Technologie 3,9 %
  • Zyklischer Konsum 1,3 %
  • Basiskonsum 0,7 %
  • Immobilien 0,5 %
  • Kommunikation 0,4 %
  • Versorger 0,3 %
  • Gesundheit 0,2 %
  • Nicht zugeordnet 85,8 %

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.

LandPositionenWertAnteil
US68107,7 Mio. $100,00 %

Positionen

GesellschaftStückeWertGewicht
Berkshire Hathaway Inc 15.5437,4 Mio. $
Nuveen Preferred & Income Opportunities Fund 911.4046,9 Mio. $
Ares Capital Corp 344.2796,2 Mio. $
Alliancebernstein Global High Income Fund Inc. 394.0974 Mio. $
Calamos Strategic Total Return 229.8563,9 Mio. $
State Street SPDR S&P 500 ETF Trust 5.9813,9 Mio. $
Vanguard Information Technology ETF 4.8833,4 Mio. $
Apple Inc 12.6653,2 Mio. $
First Trust Enhanced Equity Income Fund 153.2423,1 Mio. $
Barings Corporate Investors 172.9213 Mio. $
Reaves Utility Income Fund 75.3803 Mio. $
PIMCO Corporate & Income Strategy Fund 244.4402,9 Mio. $
Blackrock Credit Allocation Income Trust 276.2882,8 Mio. $
Pimco Dynamic Income Fd 162.4922,8 Mio. $
Annaly Capital Management Inc 126.0092,7 Mio. $
BLACKROCK INTERNATIONAL GROWTH AND INCOME TRUST 481.8802,6 Mio. $
Cohen & Steers Select Preferred and Income Fund, Inc. 130.5602,5 Mio. $
Vanguard World Fund 7.9052,5 Mio. $
Cohen & Steers Infrastructure Fund Inc. 94.8802,5 Mio. $
Flaherty & Crumrine Total Return Fund Inc 126.1312,1 Mio. $
abrdn Healthcare Investors 115.2612,1 Mio. $
Pimco Corporate & Income Opportunity Fund 165.2022 Mio. $
BlackRock Debt Strategies Fund 199.5311,9 Mio. $
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 95.0671,9 Mio. $
Guggenheim Strategic Opportunities Fund 138.9801,5 Mio. $
BlackRock Utilities, Infrastructure & Power Opportunities Trust 53.3351,4 Mio. $
Amazon.com Inc 6.4941,4 Mio. $
abrdn Global Infrastructure Income Fund 58.6541,3 Mio. $
SOURCE CAPITAL INC 28.2261,3 Mio. $
Western Asset Global Corporate Opportunity Fund Inc. 112.6601,2 Mio. $
Flaherty & Crumrine Preferred & Income Securities Fund Inc 76.8501,2 Mio. $
Barings Participation Investor 68.6101,2 Mio. $
NUVEEN AMT-FREE MUN CR INCOME FD 87.7251,1 Mio. $
Invesco QQQ Trust Series 1 1.8611,1 Mio. $
Microsoft Corp 2.700999.473 $
Vanguard Value ETF 5.091998.854 $
SPDR Series Trust 11.801903.249 $
Vanguard Small-Cap ETF 3.255852.550 $
Flaherty & Crumrine Preferred & Income Fund Inc 74.065828.047 $
Suburban Propane Partners LP 42.016827.295 $
Omega Healthcare Investors Inc 16.501723.103 $
BLACKROCK LTD DURATION INCOME TRUST 55.065693.268 $
BlackRock Health Sciences Trust 16.529636.532 $
VANGUARD ENERGY ETF VANGUARD ENERGY ETF 3.602623.290 $
Columbia Seligman Premium Technology Growth Fund, Inc. 16.070609.535 $
State Street Health Care Select Sector SPDR ETF 4.137606.526 $
BlackRock Corporate High Yield Fund Inc. 70.789603.122 $
Walmart Inc 4.459554.165 $
Vanguard Mid-Cap Growth ETF 1.991512.384 $
Morgan Stanley Eme 71.947505.068 $
Iron Mountain Inc 4.756485.778 $
Alphabet Inc 1.580454.348 $
Healthpeak Properties Inc 27.393450.072 $
Cohen & Steers Limited Duratio 19.016379.750 $
Duke Energy Corp 2.654347.515 $
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc 31.818287.635 $
Seven Hills Realty Trust 32.053263.476 $
Altria Group, Inc. 3.736246.539 $
Select Sector Spdr Trust 4.742234.113 $
Amgen Inc 661232.573 $
Liberty All Star Growth Fund Inc. 41.379196.550 $
ALLIANCEBERNSTEIN NATL MUN INCOME FD INC 18.203194.590 $
Western Asset Premier Bond Fund 18.367194.323 $
Diversified Healthcare Trust 22.293148.026 $
Putnam Municipal Opportunities Trust 13.742141.543 $
Liberty All Star 18.552102.964 $
Service Properties Trust 17.90224.257 $
BlackRock Utilities, Infrastructure & Power Opportunities Trust 53.294426 $