Titelia

Holdings of Parnassus Mid Cap Fund

Parnassus Funds · Original filing · Compare with another fund · Report an error

Net assets
2.3B $ including 2.2B $ in equities, 97.0 %
Positions
41 in 4 countries
Top ten
34.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Bank of New York Mellon Corp/The 919,126109M $4.79 %
2Cboe Global Markets Inc 301,07684.6M $3.71 %
3Brookfield Renewable Corp 1,962,23278.2M $3.43 %
4Ferguson Enterprises Inc 333,37977.8M $3.41 %
5CMS Energy Corp 1,001,15877.7M $3.41 %
6Hubbell Inc 156,00476.6M $3.36 %
7US Foods Holding Corp 810,09574.7M $3.28 %
8Vulcan Materials Co 267,64572.9M $3.20 %
9Edwards Lifesciences Corp 835,43066.9M $2.94 %
10Republic Services Inc 297,91065.2M $2.86 %
11NXP Semiconductors NV 328,31964.6M $2.84 %
12Xylem Inc/NY 535,12463.9M $2.81 %
13TransUnion 890,97961.6M $2.71 %
14KLA Corp 41,56161.2M $2.69 %
15Truist Financial Corp 1,248,03757.4M $2.52 %
16Lam Research Corp 262,16356M $2.46 %
17Synopsys Inc 135,08753.6M $2.35 %
18W R Berkley Corp 806,10353.4M $2.35 %
19Old Dominion Freight Line Inc 272,95253.3M $2.34 %
20Ingersoll Rand Inc 631,18550.6M $2.22 %
21Autodesk Inc 210,66250.4M $2.21 %
22Allstate Corp/The 240,11449.8M $2.19 %
23Agilent Technologies Inc 425,91248.5M $2.13 %
24Hilton Worldwide Holdings Inc 158,89048.3M $2.12 %
25Pentair PLC 547,30347.7M $2.09 %
26DR Horton Inc 341,02846.8M $2.05 %
27CBRE Group Inc 343,58846.5M $2.04 %
28O'Reilly Automotive Inc 493,22845.5M $2.00 %
29StandardAero Inc 1,703,34344M $1.93 %
30Royal Caribbean Cruises Ltd 159,72144M $1.93 %
31Verisk Analytics Inc 227,75643.2M $1.90 %
32Chipotle Mexican Grill Inc 1,323,64542.4M $1.86 %
33BILL Holdings Inc 1,105,73942.3M $1.86 %
34Broadridge Financial Solutions Inc 258,83642.1M $1.85 %
35Dick's Sporting Goods Inc 211,65342M $1.84 %
36Western Digital Corp 152,75341.3M $1.81 %
37Sandisk Corp/DE 61,66939.2M $1.72 %
38CNH Industrial NV 2,841,52131.3M $1.37 %
39Insulet Corp 113,75823.9M $1.05 %
40Alcon AG 216,30016.3M $0.72 %
41Medline Inc 351,13015.6M $0.69 %

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Sector breakdown

  • Industrials 24.2 %
  • Technology 14.8 %
  • Financials 13.6 %
  • Consumer discretionary 10.3 %
  • Health care 5.2 %
  • Utilities 3.5 %
  • Consumer staples 3.4 %
  • Materials 3.3 %
  • Real estate 2.1 %
  • Unattributed 19.6 %

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 91.4 %
  • Netherlands 4.3 %
  • Canada 3.5 %
  • Switzerland 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States372B $91.39 %
2Netherlands295.9M $4.34 %
3Canada178.2M $3.54 %
4Switzerland116.3M $0.74 %
Cite this page

Titelia. "Holdings of Parnassus Mid Cap Fund". https://titelia.com/en/funds/S000000853