Titelia

Holdings of Small Cap Value Portfolio

ISIN US6681408174

NORTHWESTERN MUTUAL SERIES FUND INC · Original filing · Compare with another fund · Report an error

Net assets
581.9M $ including 574.1M $ in equities, 98.7 %
Positions
195 in 8 countries
Top ten
13.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Applied Digital Corp 104,9542.5M $0.43 %
102Highwoods Properties Inc 115,4462.5M $0.42 %
103Kontoor Brands Inc 34,1022.4M $0.41 %
104Uniti Group Inc 254,7312.4M $0.41 %
105Casella Waste Systems Inc 29,9512.4M $0.41 %
106JBT Marel Corp 18,0962.3M $0.40 %
107Victoria's Secret & Co 49,5772.3M $0.40 %
108PennyMac Mortgage Investment Trust 190,9882.2M $0.38 %
109IAMGOLD Corp 117,1852.2M $0.38 %
110Vishay Intertechnology Inc 122,2922.2M $0.38 %
111Marriott Vacations Worldwide Corp 33,5362.2M $0.38 %
112Peloton Interactive Inc 501,1792.2M $0.37 %
113National Bank Holdings Corp 54,5732.1M $0.37 %
114Ryman Hospitality Properties Inc 23,1192.1M $0.37 %
115Chemours Co/The 95,2442.1M $0.36 %
116Helios Technologies Inc 32,3202.1M $0.36 %
117Ryan Specialty Holdings Inc 61,7652.1M $0.36 %
118Immunome Inc 94,8422.1M $0.36 %
119Hamilton Lane Inc 20,8372.1M $0.36 %
120Grocery Outlet Holding Corp 284,5342M $0.34 %
121Covenant Logistics Group Inc 73,5942M $0.34 %
122Houlihan Lokey Inc 13,8912M $0.34 %
123Reynolds Consumer Products Inc 94,1132M $0.34 %
124Dorman Products Inc 18,9112M $0.34 %
125Safehold Inc 145,3362M $0.34 %
126Walker & Dunlop Inc 43,6781.9M $0.33 %
127Champion Homes Inc 26,0601.9M $0.33 %
128Saia Inc 5,4711.9M $0.33 %
129Primerica Inc 7,5781.9M $0.33 %
130StoneX Group Inc 23,3391.9M $0.32 %
131Chewy Inc 69,1291.9M $0.32 %
132Dutch Bros Inc 36,6981.9M $0.32 %
133Standex International Corp 7,2401.8M $0.32 %
134MSA Safety Inc 11,1051.8M $0.31 %
135Sphere Entertainment Co 15,0971.8M $0.30 %
136OR Royalties Inc 46,1941.8M $0.30 %
137Innovage Holding Corp 218,8861.8M $0.30 %
138Baldwin Insurance Group Inc/The 79,8921.8M $0.30 %
139Southern First Bancshares Inc 31,6671.7M $0.30 %
140Hillman Solutions Corp 205,1961.7M $0.29 %
141Urban Outfitters Inc 26,4281.7M $0.29 %
142Sarepta Therapeutics Inc 76,1851.7M $0.28 %
143Oscar Health Inc 141,1401.6M $0.28 %
144Denali Therapeutics Inc 83,3351.6M $0.28 %
145CRISPR Therapeutics AG 33,2471.6M $0.27 %
146RLI Corp 27,1951.6M $0.27 %
147FormFactor Inc 15,7031.5M $0.26 %
148West Fraser Timber Co Ltd 22,4691.5M $0.25 %
149Eagle Bancorp Inc 58,7601.5M $0.25 %
150Rayonier Inc 70,2161.4M $0.25 %
151Boot Barn Holdings Inc 9,7521.4M $0.25 %
152Savers Value Village Inc 186,0961.4M $0.24 %
153Commercial Metals Co 22,2081.4M $0.23 %
154Advance Auto Parts Inc 25,6791.4M $0.23 %
155Aebi Schmidt Holding AG 138,8891.3M $0.23 %
156Miami International Holdings Inc 34,3681.3M $0.23 %
157Turning Point Brands Inc 15,2871.3M $0.23 %
158Alamo Group Inc 7,9061.3M $0.22 %
15910X Genomics Inc 61,3751.3M $0.22 %
160Agios Pharmaceuticals Inc 38,4341.3M $0.22 %
161CECO Environmental Corp 21,6241.3M $0.22 %
162Neptune Insurance Holdings Inc 51,5341.2M $0.21 %
163Modine Manufacturing Co 5,7301.2M $0.21 %
164I3 Verticals Inc 55,4451.2M $0.21 %
165Shattuck Labs Inc 192,6171.2M $0.21 %
166Commercial Bancgroup Inc 47,5181.2M $0.21 %
167Pool Corp 6,0271.2M $0.21 %
168HB Fuller Co 19,6361.2M $0.21 %
169Celanese Corp 18,2451.2M $0.21 %
170UL Solutions Inc 13,7041.2M $0.20 %
171FTI Consulting Inc 6,5031.1M $0.20 %
172LendingClub Corp 77,0071.1M $0.19 %
173Peabody Energy Corp 31,4741M $0.18 %
174WillScot Holdings Corp 59,2431M $0.18 %
175Denison Mines Corp 288,1581M $0.17 %
176Root Inc/OH 22,278984K $0.17 %
177Goosehead Insurance Inc 22,918977.7K $0.17 %
178Bicara Therapeutics Inc 46,771930.3K $0.16 %
179Figs Inc 59,663881.2K $0.15 %
180MapLight Therapeutics Inc 42,858871.3K $0.15 %
181Cabaletta Bio Inc 318,113855.7K $0.15 %
182Sezzle Inc 13,468852.4K $0.15 %
183Immunocore Holdings PLC 26,553800.6K $0.14 %
184Endava PLC 178,675789.7K $0.14 %
185QuidelOrtho Corp 39,743653K $0.11 %
186Repligen Corp 5,172609.4K $0.10 %
187Ethos Technologies Inc 53,522597.8K $0.10 %
188Immunovant Inc 23,452582.5K $0.10 %
189Wingstop Inc 3,710574.9K $0.10 %
190Ollie's Bargain Outlet Holdings Inc 6,005552.7K $0.10 %
191Hudson Pacific Properties Inc 79,027467K $0.08 %
192Black Diamond Therapeutics Inc 201,600429.4K $0.07 %
193PAR Technology Corp 28,280377K $0.06 %
194Wealthfront Corp 33,900313.6K $0.05 %
195UniFirst Corp/MA 1,040261.7K $0.05 %

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Sector breakdown

  • Energy 2.3 %
  • Technology 1.1 %
  • Materials 0.8 %
  • Health care 0.6 %
  • Unattributed 95.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.0 %
  • United Kingdom 2.0 %
  • Canada 1.1 %
  • France 0.7 %
  • Monaco 0.6 %
  • Switzerland 0.5 %
  • Netherlands 0.5 %
  • Bermuda 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States182539.5M $93.98 %
2United Kingdom311.6M $2.02 %
3Canada46.4M $1.12 %
4France14.1M $0.72 %
5Monaco13.7M $0.64 %
6Switzerland22.9M $0.51 %
7Netherlands12.9M $0.51 %
8Bermuda12.8M $0.49 %
Cite this page

Titelia. "Holdings of Small Cap Value Portfolio". https://titelia.com/en/funds/S000000049