Titelia

Holdings of Index 400 Stock Portfolio

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

Net assets
1.5B $ including 1.5B $ in equities, 98.7 %
Positions
400 in 10 countries
Top ten
7.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1TechnipFMC PLC 188,09513M $0.86 %
2Casey's General Stores Inc 17,23912.5M $0.83 %
3United Therapeutics Corp 20,02411.9M $0.79 %
4Curtiss-Wright Corp 17,14511.7M $0.78 %
5Flex Ltd 170,99011.2M $0.74 %
6XPO Inc 54,47910.6M $0.70 %
7Woodward Inc 27,7249.9M $0.66 %
8Royal Gold Inc 37,6829.6M $0.64 %
9US Foods Holding Corp 102,5679.5M $0.63 %
10Burlington Stores Inc 28,9179.4M $0.63 %
11ATI Inc 63,1849.2M $0.61 %
12MasTec Inc 28,5259.2M $0.61 %
13Carpenter Technology Corp 23,1649.1M $0.61 %
14nVent Electric PLC 75,0428.9M $0.59 %
15Twilio Inc 70,5128.9M $0.59 %
16Illumina Inc 71,1078.8M $0.58 %
17BWX Technologies Inc 42,5178.7M $0.58 %
18Fabrinet 16,6618.7M $0.58 %
19Everpure Inc 145,8768.6M $0.57 %
20Nextpower Inc 69,0528.3M $0.55 %
21Entegris Inc 70,6918.3M $0.55 %
22RB Global Inc 86,3628.3M $0.55 %
23Alcoa Corp 120,4358M $0.53 %
24RBC Bearings Inc 14,7058M $0.53 %
25Tenet Healthcare Corp 40,8727.7M $0.51 %
26Ovintiv Inc 129,1287.7M $0.51 %
27ITT Inc 39,9967.6M $0.51 %
28Reliance Inc 24,3167.4M $0.49 %
29Permian Resources Corp 344,3137.3M $0.49 %
30API Group Corp 178,4317.2M $0.48 %
31Somnigroup International Inc 97,6127.2M $0.48 %
32MKS Inc 31,2397.2M $0.48 %
33Annaly Capital Management Inc 334,1157.1M $0.47 %
34WP Carey Inc 101,9096.9M $0.46 %
35East West Bancorp Inc 63,9946.8M $0.45 %
36TALEN ENERGY CORP 21,2476.8M $0.45 %
37Clean Harbors Inc 23,3596.7M $0.45 %
38Jones Lang LaSalle Inc 21,9486.7M $0.44 %
39MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 30,0026.7M $0.44 %
40Graco Inc 77,0986.5M $0.43 %
41Lincoln Electric Holdings Inc 25,5886.4M $0.42 %
42DT Midstream Inc 47,2836.4M $0.42 %
43Carlisle Cos Inc 18,9706.3M $0.42 %
44New York Times Co/The 75,1476.3M $0.42 %
45Performance Food Group Co 73,0626.3M $0.42 %
46Reinsurance Group of America Inc 30,5606.2M $0.41 %
47Okta Inc 78,8106.2M $0.41 %
48TransUnion 89,4826.2M $0.41 %
49WESCO International Inc 22,6226.2M $0.41 %
50Neurocrine Biosciences Inc 46,6756.1M $0.41 %
51Dick's Sporting Goods Inc 30,8816.1M $0.41 %
52Kratos Defense & Security Solutions, Inc. 85,8566.1M $0.40 %
53Pinnacle Financial Partners Inc 70,0146M $0.40 %
54Omega Healthcare Investors Inc 137,4556M $0.40 %
55Toll Brothers Inc 44,1046M $0.40 %
56RenaissanceRe Holdings Ltd 20,2266M $0.40 %
57Penumbra Inc 18,2446M $0.40 %
58BJ's Wholesale Club Holdings Inc 60,8516M $0.40 %
59RPM International Inc 59,5645.9M $0.39 %
60Guidewire Software Inc 39,5425.9M $0.39 %
61Watsco Inc 16,2435.9M $0.39 %
62Lattice Semiconductor Corp 63,6185.9M $0.39 %
63TD SYNNEX Corp 34,8765.9M $0.39 %
64Five Below Inc 25,6515.9M $0.39 %
65Carlyle Group Inc/The 120,6845.8M $0.39 %
66Gaming and Leisure Properties Inc 131,6185.8M $0.39 %
67Sterling Infrastructure Inc 14,2865.8M $0.39 %
68Roivant Sciences Ltd 209,6935.8M $0.39 %
69Hecla Mining Co 311,6365.8M $0.39 %
70Antero Resources Corp 136,3075.8M $0.38 %
71Regal Rexnord Corp 30,8805.8M $0.38 %
72Mueller Industries Inc 51,6275.7M $0.38 %
73Advanced Energy Industries Inc 17,5545.7M $0.38 %
74Equity LifeStyle Properties Inc 90,1425.6M $0.37 %
75Solstice Advanced Materials Inc 73,8285.6M $0.37 %
76CACI International Inc 10,2715.6M $0.37 %
77Elanco Animal Health Inc 231,0675.5M $0.37 %
78Fidelity National Financial Inc 118,6195.5M $0.37 %
79Ensign Group Inc/The 26,8255.4M $0.36 %
80Evercore Inc 17,9875.4M $0.36 %
81Service Corp International/US 64,7535.3M $0.36 %
82Jazz Pharmaceuticals PLC 28,2595.3M $0.36 %
83Essential Utilities Inc 131,6095.3M $0.35 %
84Stifel Financial Corp 70,9215.2M $0.35 %
85Crown Holdings Inc 52,2025.2M $0.35 %
86BorgWarner Inc 96,3015.2M $0.35 %
87Webster Financial Corp 74,9915.2M $0.35 %
88Exelixis Inc 120,7765.2M $0.34 %
89Unum Group 70,8945.2M $0.34 %
90First Horizon Corp 225,5465.1M $0.34 %
91Dynatrace Inc 138,7595.1M $0.34 %
92Ally Financial Inc 130,5355.1M $0.34 %
93Lamar Advertising Co 40,3945.1M $0.34 %
94AECOM 60,1265.1M $0.34 %
95Texas Roadhouse Inc 30,7655.1M $0.34 %
96BioMarin Pharmaceutical Inc 89,3465M $0.34 %
97Coca-Cola Consolidated Inc 26,3085M $0.34 %
98Medpace Holdings Inc 10,4275M $0.33 %
99Pinterest Inc 271,9165M $0.33 %
100Range Resources Corp 110,1905M $0.33 %

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Sector breakdown

  • Industrials 6.4 %
  • Technology 3.8 %
  • Materials 3.0 %
  • Health care 2.3 %
  • Consumer staples 1.9 %
  • Energy 1.9 %
  • Consumer discretionary 1.5 %
  • Financials 0.5 %
  • Unattributed 78.9 %

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 94.2 %
  • Bermuda 1.4 %
  • Ireland 1.0 %
  • United Kingdom 0.9 %
  • Singapore 0.8 %
  • Canada 0.7 %
  • Cayman Islands 0.6 %
  • Netherlands 0.3 %
  • Jersey 0.2 %
  • British Virgin Islands 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3851.4B $94.21 %
2Bermuda520.1M $1.35 %
3Ireland214.2M $0.96 %
4United Kingdom113M $0.88 %
5Singapore111.2M $0.75 %
6Canada210.2M $0.69 %
7Cayman Islands18.7M $0.59 %
8Netherlands14.5M $0.30 %
9Jersey12.9M $0.20 %
10British Virgin Islands1976.2K $0.07 %
Cite this page

Titelia. "Holdings of Index 400 Stock Portfolio". https://titelia.com/en/funds/S000000054