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
101Aramark 122,2315M $0.33 %
102Equitable Holdings Inc 131,7374.9M $0.32 %
103Nutanix Inc 125,7584.8M $0.32 %
104Onto Innovation Inc 23,0934.7M $0.31 %
105Dycom Industries Inc 13,9364.7M $0.31 %
106TTM Technologies Inc 48,0564.7M $0.31 %
107SPX Technologies Inc 23,1764.6M $0.31 %
108Applied Industrial Technologies Inc 17,3484.6M $0.31 %
109EastGroup Properties Inc 24,7654.6M $0.30 %
110OGE Energy Corp 95,5704.6M $0.30 %
111Advanced Drainage Systems Inc 33,3274.6M $0.30 %
112TopBuild Corp 12,9804.6M $0.30 %
113Donaldson Co Inc 53,6344.6M $0.30 %
114Darling Ingredients Inc 73,5664.6M $0.30 %
115HF Sinclair Corp 72,7094.5M $0.30 %
116Encompass Health Corp 46,7954.5M $0.30 %
117CNH Industrial NV 411,4964.5M $0.30 %
118Globus Medical Inc 51,8124.5M $0.30 %
119GameStop Corp 191,6864.4M $0.29 %
120Docusign Inc 93,1534.4M $0.29 %
121Booz Allen Hamilton Holding Corp 56,0814.4M $0.29 %
122Saia Inc 12,3914.4M $0.29 %
123Knight-Swift Transportation Holdings Inc 75,4884.3M $0.29 %
124Flowserve Corp 59,0764.3M $0.29 %
125Core & Main Inc 87,8044.3M $0.29 %
126Oshkosh Corp 29,4164.3M $0.29 %
127Wintrust Financial Corp 31,1494.3M $0.29 %
128Chart Industries Inc 20,9064.3M $0.29 %
129Rambus Inc 50,0654.3M $0.29 %
130SOUTHSTATE BANK CORP 46,1164.3M $0.28 %
131Toro Co/The 45,3324.2M $0.28 %
132American Homes 4 Rent 151,6244.2M $0.28 %
133Old Republic International Corp 105,8724.2M $0.28 %
134Agree Realty Corp 55,7324.2M $0.28 %
135National Fuel Gas Co 44,1944.2M $0.28 %
136Owens Corning 38,2204.1M $0.27 %
137American Financial Group Inc/OH 32,1964.1M $0.27 %
138Brixmor Property Group Inc 142,5724.1M $0.27 %
139Arrowhead Pharmaceuticals Inc 65,1224.1M $0.27 %
140Viper Energy Inc 86,4164.1M $0.27 %
141Cullen/Frost Bankers Inc 29,3964M $0.27 %
142Acuity Inc 14,1674M $0.26 %
143Zions Bancorp NA 68,6764M $0.26 %
144Littelfuse Inc 11,5813.9M $0.26 %
145Crane Co 22,7673.9M $0.26 %
146American Healthcare REIT Inc 82,5003.9M $0.26 %
147CubeSmart 106,0553.9M $0.26 %
148Murphy USA Inc 7,8573.9M $0.26 %
149Moog Inc 13,2203.9M $0.26 %
150CareTrust REIT Inc 103,9033.8M $0.25 %
151Masimo Corp 21,2343.8M $0.25 %
152Cognex Corp 77,0663.8M $0.25 %
153AptarGroup Inc 29,9283.8M $0.25 %
154Columbia Banking System Inc 137,4053.8M $0.25 %
155Chord Energy Corp 26,4463.8M $0.25 %
156Cava Group Inc 46,3903.8M $0.25 %
157Ryder System Inc 18,3293.8M $0.25 %
158Cytokinetics Inc 56,8603.7M $0.25 %
159UMB Financial Corp 33,2123.7M $0.25 %
160Primerica Inc 14,8443.7M $0.25 %
161NNN REIT Inc 88,3273.7M $0.25 %
162Manhattan Associates Inc 27,8333.7M $0.25 %
163Watts Water Technologies Inc 12,7543.7M $0.25 %
164Valmont Industries Inc 9,1603.7M $0.24 %
165Tetra Tech Inc 121,2953.7M $0.24 %
166UGI Corp 99,8123.6M $0.24 %
167Houlihan Lokey Inc 25,2773.6M $0.24 %
168Affiliated Managers Group Inc 13,0823.6M $0.24 %
169InterDigital Inc 11,9463.6M $0.24 %
170IDACORP Inc 25,1373.6M $0.24 %
171First Industrial Realty Trust Inc 61,6333.6M $0.24 %
172Old National Bancorp/IN 161,2993.6M $0.24 %
173SiTime Corp 10,2753.5M $0.24 %
174Halozyme Therapeutics Inc 54,6853.5M $0.23 %
175Kinsale Capital Group Inc 10,2783.5M $0.23 %
176Antero Midstream Corp 153,9913.5M $0.23 %
177Rexford Industrial Realty Inc 107,0693.5M $0.23 %
178Fluor Corp 74,9613.5M $0.23 %
179Sprouts Farmers Market Inc 45,2853.5M $0.23 %
180Matador Resources Co 54,3283.4M $0.23 %
181Cirrus Logic Inc 23,7273.4M $0.23 %
182Arrow Electronics Inc 23,7583.4M $0.23 %
183SEI Investments Co 43,2003.4M $0.23 %
184Western Alliance Bancorp 47,7643.4M $0.22 %
185FirstCash Holdings Inc 18,0003.4M $0.22 %
186Autoliv Inc 31,9013.4M $0.22 %
187Kirby Corp 25,2053.3M $0.22 %
188HealthEquity Inc 39,7423.3M $0.22 %
189Simpson Manufacturing Co Inc 19,2813.3M $0.22 %
190Ingredion Inc 29,3033.3M $0.22 %
191American Airlines Group Inc 307,1173.3M $0.22 %
192AGCO Corp 27,9453.2M $0.22 %
193STAG Industrial Inc 88,8403.2M $0.21 %
194Maplebear Inc 85,4813.2M $0.21 %
195Silicon Laboratories Inc 15,3273.2M $0.21 %
196Jefferies Financial Group Inc 76,8943.2M $0.21 %
197Commercial Metals Co 51,5733.2M $0.21 %
198Ormat Technologies Inc 28,2673.2M $0.21 %
199NOV Inc 167,9243.2M $0.21 %
200Prosperity Bancshares Inc 46,9973.2M $0.21 %

Download this table: CSV, JSON

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