Titelia

Holdings of Clearwater Core Equity Fund

Clearwater Investment Trust · Original filing · Compare with another fund · Report an error

Net assets
1.4B $ including 1.4B $ in equities, 99.4 %
Positions
521 in 8 countries
Top ten
32.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
401Ares Management Corp 3,100338.2K $0.02 %
402First Solar Inc 1,711337.5K $0.02 %
403Gap Inc/The 13,928337.1K $0.02 %
404Rocket Lab Corp 5,156331.1K $0.02 %
405Southwest Airlines Co 8,747328.6K $0.02 %
406Eversource Energy 4,717326.8K $0.02 %
407Aramark 7,973323.2K $0.02 %
408Masco Corp 5,323321.3K $0.02 %
409DuPont de Nemours Inc 7,000320.6K $0.02 %
410NiSource Inc 6,750315K $0.02 %
411Corpay Inc 1,051305.8K $0.02 %
412Ingersoll Rand Inc 3,803304.7K $0.02 %
413Equity Residential 5,149304.6K $0.02 %
414Smurfit Westrock PLC 7,600302.9K $0.02 %
415Edison International 4,112300.9K $0.02 %
416AvalonBay Communities, Inc. 1,839300.4K $0.02 %
417Ulta Beauty Inc 570297.9K $0.02 %
418Zimmer Biomet Holdings Inc 3,208290.1K $0.02 %
419Devon Energy Corp 5,729288.3K $0.02 %
420Equifax Inc 1,586285.6K $0.02 %
421BOK Financial Corp 2,207282.6K $0.02 %
422Regency Centers Corp 3,708280.5K $0.02 %
423Global Payments Inc 3,996268.9K $0.02 %
424Copart Inc 8,040266.9K $0.02 %
425Northern Trust Corp 1,902265.5K $0.02 %
426Packaging Corp of America 1,236262.3K $0.02 %
427West Pharmaceutical Services Inc 1,046262.2K $0.02 %
428Quest Diagnostics Inc 1,331260.8K $0.02 %
429IDEX Corp 1,371259.9K $0.02 %
430Ball Corp 4,374258.5K $0.02 %
431STERIS PLC 1,141252.3K $0.02 %
432Molina Healthcare Inc 1,872249.5K $0.02 %
433Principal Financial Group Inc 2,757248.4K $0.02 %
434CenterPoint Energy Inc 5,705246.2K $0.02 %
435Estee Lauder Cos Inc/The 3,423245.7K $0.02 %
436Aptiv PLC 3,518244.3K $0.02 %
437International Flavors & Fragrances Inc 3,348242.9K $0.02 %
438WEC Energy Group Inc 2,092242.2K $0.02 %
439Roper Technologies Inc 656232.1K $0.02 %
440Lululemon Athletica Inc 1,500229.7K $0.02 %
441Pentair PLC 2,585225.2K $0.02 %
442Super Micro Computer Inc 9,698220.8K $0.02 %
443Ameren Corp 1,997219.5K $0.02 %
444Mid-America Apartment Communities, Inc. 1,711208.9K $0.02 %
445VeriSign Inc 808200.7K $0.01 %
446Solstice Advanced Materials Inc 2,494189.9K $0.01 %
447Fox Corp 3,138183.3K $0.01 %
448Host Hotels & Resorts Inc 9,529182.6K $0.01 %
449TKO Group Holdings Inc 900181.5K $0.01 %
450Labcorp Holdings Inc 666177.7K $0.01 %
451Sherwin-Williams Co/The 551176.6K $0.01 %
452Veralto Corp 1,922169.9K $0.01 %
453Regions Financial Corp 6,369166.4K $0.01 %
454GoDaddy Inc 2,000165.3K $0.01 %
455BXP Inc 3,126162.2K $0.01 %
456JB Hunt Transport Services Inc 761161.3K $0.01 %
457Nucor Corp 951160.8K $0.01 %
458AES Corp/The 11,314159.4K $0.01 %
459Invesco Ltd 6,560159.3K $0.01 %
460TE Connectivity PLC 761159.1K $0.01 %
461State Street Corp 1,236156.4K $0.01 %
462Essex Property Trust Inc 642155.4K $0.01 %
463Kimberly-Clark Corp 1,557150.2K $0.01 %
464Wynn Resorts Ltd 1,478150.1K $0.01 %
465Charles River Laboratories International Inc 856147.7K $0.01 %
466Kimco Realty Corp 6,534146.8K $0.01 %
467Globe Life Inc 1,046145.6K $0.01 %
468Trade Desk Inc/The 6,400145.2K $0.01 %
469Stanley Black & Decker Inc 1,956139K $0.01 %
470Alliant Energy Corp 1,902136.5K $0.01 %
471UDR Inc 3,898131.7K $0.01 %
472Arthur J Gallagher & Co 606131.2K $0.01 %
473Charter Communications, Inc. 600129.5K $0.01 %
474Bio-Techne Corp 2,377124.2K $0.01 %
475EPAM Systems Inc 900121.9K $0.01 %
476J M Smucker Co/The 1,236119.2K $0.01 %
477Henry Schein Inc 1,616119.1K $0.01 %
478ON Semiconductor Corp 1,806111.8K $0.01 %
479Healthpeak Properties Inc 6,655109.3K $0.01 %
480MGM Resorts International 2,953109.3K $0.01 %
481Weyerhaeuser Co 4,413107.8K $0.01 %
482Franklin Resources Inc 4,564107.8K $0.01 %
483Fox Corp 1,997106K $0.01 %
484Pool Corp 500101.2K $0.01 %
485Federal Realty Investment Trust 951101K $0.01 %
486Molson Coors Beverage Co 2,24496.6K $0.01 %
487Brown & Brown Inc 1,46995.8K $0.01 %
488Tractor Supply Co 2,09194.7K $0.01 %
489Ralliant Corp 2,24293.2K $0.01 %
490Verisk Analytics Inc 47089.2K $0.01 %
491A O Smith Corp 1,33187.8K $0.01 %
492Camden Property Trust 82680.7K $0.01 %
493Conagra Brands Inc 5,09880.1K $0.01 %
494Zebra Technologies Corp 36676.5K $0.01 %
495Versant Media Group Inc 1,98473.4K $0.01 %
496CarMax Inc 1,61867.3K $0.00 %
497Zoetis Inc 54264.1K $0.00 %
498PayPal Holdings Inc 1,41464K $0.00 %
499Viatris Inc 4,58862K $0.00 %
500Janus Henderson Group PLC 1,17460.3K $0.00 %

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Sector breakdown

  • Technology 30.6 %
  • Financials 11.2 %
  • Communication 10.2 %
  • Industrials 9.1 %
  • Consumer discretionary 8.6 %
  • Health care 8.0 %
  • Consumer staples 4.3 %
  • Energy 3.0 %
  • Materials 1.8 %
  • Utilities 1.6 %
  • Real estate 1.0 %
  • Unattributed 10.5 %

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 98.7 %
  • United Kingdom 0.5 %
  • Bermuda 0.4 %
  • Luxembourg 0.2 %
  • Ireland 0.1 %
  • Netherlands 0.1 %
  • Canada 0.1 %
  • Jersey 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States5071.4B $98.70 %
2United Kingdom46.7M $0.49 %
3Bermuda34.8M $0.35 %
4Luxembourg12.9M $0.21 %
5Ireland21.6M $0.11 %
6Netherlands21.1M $0.08 %
7Canada1759.1K $0.06 %
8Jersey160.3K $0.00 %
Cite this page

Titelia. "Holdings of Clearwater Core Equity Fund". https://titelia.com/en/funds/S000000697