Titelia

Holdings of BNY Mellon Midcap Value Fund

BNY Mellon Advantage Funds, Inc. · Original filing · Compare with another fund · Report an error

Net assets
388.6M $ including 375.9M $ in equities, 96.7 %
Positions
70 in 5 countries
Top ten
20.3 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Assurant Inc 43,92410.1M $2.60 %
2Exelon Corp 169,1148.4M $2.15 %
3Dominion Energy Inc 129,4238.2M $2.10 %
4Weatherford International PLC 72,4487.6M $1.97 %
5ON Semiconductor Corp 113,2447.5M $1.94 %
6Rocket Cos Inc 411,5157.5M $1.93 %
7Timken Co/The 68,5827.4M $1.91 %
8First Horizon Corp 310,6437.4M $1.90 %
9Diamondback Energy Inc 42,3077.4M $1.90 %
10Dover Corp 32,2127.3M $1.87 %
11Flowserve Corp 78,7917M $1.79 %
12Akamai Technologies Inc 68,7436.8M $1.74 %
13Clean Harbors Inc 22,8376.7M $1.72 %
14Elanco Animal Health Inc 253,2756.7M $1.72 %
15Onto Innovation Inc 30,4676.6M $1.69 %
16Valero Energy Corp 31,6596.5M $1.67 %
17Hasbro Inc 64,9036.5M $1.66 %
18Jazz Pharmaceuticals PLC 33,6406.4M $1.65 %
19Hubbell Inc 12,1136.2M $1.59 %
20International Paper Co 140,5436.1M $1.58 %
21Old Republic International Corp 141,9126.1M $1.57 %
22Omnicom Group Inc 71,1256.1M $1.56 %
23Federal Realty Investment Trust 54,0335.9M $1.51 %
24Estee Lauder Cos Inc/The 52,9095.8M $1.49 %
25Carrier Global Corp 88,5655.7M $1.47 %
26Knight-Swift Transportation Holdings Inc 89,3915.6M $1.45 %
27Carlisle Cos Inc 14,2365.6M $1.45 %
28Nucor Corp 31,7655.6M $1.45 %
29Gates Industrial Corp PLC 203,3655.6M $1.44 %
30Expedia Group Inc 25,7205.5M $1.43 %
31Healthpeak Properties Inc 312,0465.5M $1.42 %
32Newmont Corp 42,2305.5M $1.41 %
33Labcorp Holdings Inc 18,8785.5M $1.40 %
34Antero Resources Corp 147,4485.4M $1.40 %
35Voya Financial Inc 80,6225.4M $1.39 %
36Freeport-McMoRan Inc 78,6315.4M $1.38 %
37Weyerhaeuser Co 213,4965.2M $1.35 %
38Digital Realty Trust Inc 29,4025.2M $1.34 %
39Quanta Services Inc 9,1215.1M $1.32 %
40Deckers Outdoor Corp 42,9675M $1.30 %
41Las Vegas Sands Corp 87,5585M $1.28 %
42CACI International Inc 8,1255M $1.28 %
43Element Solutions Inc 138,2964.9M $1.25 %
44Edwards Lifesciences Corp 55,8224.8M $1.24 %
45Delta Air Lines Inc 72,5544.8M $1.23 %
46Tyson Foods Inc 72,4924.7M $1.21 %
47Gap Inc/The 167,5264.7M $1.21 %
48Columbia Banking System Inc 162,8574.6M $1.19 %
49Molson Coors Beverage Co 93,2164.6M $1.18 %
50Qnity Electronics Inc 34,5964.4M $1.13 %
51Molina Healthcare Inc 28,3724.4M $1.12 %
52Crown Holdings Inc 37,6474.3M $1.11 %
53Tetra Tech Inc 118,8854.3M $1.10 %
54LPL Financial Holdings Inc 14,0204.2M $1.08 %
55Fidelity National Information Services Inc 82,4734.2M $1.08 %
56Fortune Brands Innovations Inc 77,0204.2M $1.08 %
57Ascendis Pharma A/S 17,7114.1M $1.06 %
58Teva Pharmaceutical Industries Ltd 118,5714M $1.03 %
59Lineage Inc 99,0324M $1.03 %
60Aramark 95,6994M $1.03 %
61SOUTHSTATE BANK CORP 38,6353.8M $0.98 %
62Incyte Corp 37,5303.8M $0.98 %
63Docusign Inc 79,4933.6M $0.92 %
64Lululemon Athletica Inc 17,4973.2M $0.83 %
65Ryman Hospitality Properties Inc 31,8383.1M $0.81 %
66FactSet Research Systems Inc 14,4113.1M $0.80 %
67Moelis & Co 51,7983.1M $0.79 %
68Dolby Laboratories Inc 44,2442.9M $0.76 %
69Cognizant Technology Solutions Corp. 41,0462.6M $0.68 %
70Encompass Health Corp 23,5392.5M $0.65 %

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Sector breakdown

  • Industrials 7.7 %
  • Materials 7.4 %
  • Technology 5.0 %
  • Utilities 4.4 %
  • Health care 4.1 %
  • Energy 3.7 %
  • Consumer staples 2.8 %
  • Communication 1.6 %
  • Consumer discretionary 1.5 %
  • Real estate 1.4 %
  • Financials 1.1 %
  • Unattributed 59.3 %

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 94.6 %
  • Ireland 1.7 %
  • United Kingdom 1.5 %
  • Denmark 1.1 %
  • Israel 1.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States66355.7M $94.64 %
2Ireland16.4M $1.70 %
3United Kingdom15.6M $1.49 %
4Denmark14.1M $1.10 %
5Israel14M $1.07 %
Cite this page

Titelia. "Holdings of BNY Mellon Midcap Value Fund". https://titelia.com/en/funds/S000000461