Titelia

Holdings of Large Company Growth Portfolio

Wilshire Mutual Funds Inc · 172 declared positions · as of Mar 31, 2026

Original filing · Net assets 252.5M $ · Ten largest lines: 55.4 % of the equity sleeve

Country breakdown

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US 158200M $93.41 %
TW 15.8M $2.69 %
NL 34.8M $2.25 %
GB 21M $0.48 %
CA 2828.9K $0.39 %
IT 1459.3K $0.21 %
FR 1392.1K $0.18 %
KY 1381.6K $0.18 %
DK 1189K $0.09 %
CH 1132.5K $0.06 %
BM 1113.6K $0.05 %

Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 155,94827.2M $10.77 %
Microsoft Corp 45,92517M $6.73 %
Apple Inc 59,01615M $5.93 %
Amazon.com Inc 58,06812.1M $4.79 %
Alphabet Inc 40,85711.7M $4.64 %
Broadcom Inc 34,51610.7M $4.23 %
Meta Platforms Inc 14,5538.3M $3.30 %
Voya VACS Series SC Fund 625,2176.5M $2.57 %
Taiwan Semiconductor Manufacturing Co Ltd 17,0695.8M $2.28 %
Tesla Inc 11,5384.3M $1.70 %
Eli Lilly & Co 4,4144.1M $1.61 %
Nebius Group NV 37,3373.9M $1.53 %
Netflix Inc 34,5443.3M $1.32 %
Western Digital Corp 11,0183M $1.18 %
Visa Inc 9,8243M $1.18 %
Alphabet Inc 8,2402.4M $0.94 %
QXO Inc 113,0772.2M $0.87 %
AppLovin Corp 5,2542.1M $0.83 %
GE Vernova Inc 1,9941.7M $0.69 %
Intuitive Surgical Inc 3,5491.6M $0.65 %
Costco Wholesale Corp 1,5751.6M $0.62 %
AbbVie Inc 6,8331.5M $0.59 %
HEICO Corp 6,2961.3M $0.53 %
Sea Ltd 15,7741.3M $0.52 %
Texas Instruments Inc 6,4741.3M $0.50 %
Monster Beverage Corp 17,2171.2M $0.49 %
Cadence Design Systems Inc 4,4771.2M $0.49 %
Palantir Technologies Inc 8,3511.2M $0.48 %
TALEN ENERGY CORP 3,8071.2M $0.48 %
Astera Labs Inc 10,8211.2M $0.47 %
Voya VACS Series HYB Fund 114,5381.2M $0.46 %
Morningstar Inc 6,4861.1M $0.43 %
Natera Inc 5,3261.1M $0.42 %
Home Depot Inc/The 3,2311.1M $0.42 %
TJX Cos Inc/The 6,5881.1M $0.42 %
NRG Energy Inc 7,0871M $0.41 %
General Electric Co 3,5841M $0.40 %
Trane Technologies PLC 2,4131M $0.40 %
Exelixis Inc 22,048945.6K $0.37 %
Vertex Pharmaceuticals Inc 2,094935.1K $0.37 %
Booking Holdings Inc 220926.3K $0.37 %
McKesson Corp 1,021883.5K $0.35 %
Verisk Analytics Inc 4,638880.1K $0.35 %
Applied Materials Inc 2,420827.1K $0.33 %
Bristol-Myers Squibb Co 13,469816.9K $0.32 %
Amphenol Corp 6,323798.9K $0.32 %
Roku Inc 8,244780K $0.31 %
MercadoLibre Inc 437755.6K $0.30 %
Veeva Systems Inc 4,269749.9K $0.30 %
ASML Holding NV 563743.6K $0.29 %
Lam Research Corp 3,460739.3K $0.29 %
Howmet Aerospace Inc 3,126720.4K $0.29 %
AstraZeneca PLC 3,584706.8K $0.28 %
Rocket Cos Inc 49,385703.7K $0.28 %
Arrowhead Pharmaceuticals Inc 11,073694.3K $0.27 %
Phillips 66 3,761685.2K $0.27 %
Stryker Corp 2,050673.6K $0.27 %
Sherwin-Williams Co/The 2,095671.6K $0.27 %
Spotify Technology SA 1,358658.5K $0.26 %
Hamilton Lane Inc 6,580654.1K $0.26 %
Shopify Inc 5,426643.6K $0.25 %
Arista Networks Inc 5,147631.9K $0.25 %
Ameriprise Financial Inc 1,400622.2K $0.25 %
Popular Inc 4,595616.5K $0.24 %
Figure Technology Solutions Inc 17,987610.7K $0.24 %
Boston Scientific Corp 9,382588.7K $0.23 %
Cboe Global Markets Inc 2,089587.2K $0.23 %
Cardinal Health, Inc. 2,773586K $0.23 %
Domino's Pizza Inc 1,535550.7K $0.22 %
Mettler-Toledo International Inc 424534.7K $0.21 %
Cintas Corp 3,080521K $0.21 %
NU Holdings Ltd/Cayman Islands 35,443509.3K $0.20 %
Saia Inc 1,439505.5K $0.20 %
Sysco Corp 7,059503.5K $0.20 %
Biogen Inc 2,708496.5K $0.20 %
Marvell Technology Inc 4,987494K $0.20 %
Oracle Corp 3,199470.6K $0.19 %
Ferrari NV 1,357459.3K $0.18 %
Reddit Inc 3,300444.3K $0.18 %
Progressive Corp/The 2,230442.1K $0.18 %
Celsius Holdings Inc 12,437441.3K $0.17 %
Dianthus Therapeutics Inc 5,102428.2K $0.17 %
Cheniere Energy Inc 1,476418.8K $0.17 %
Cava Group Inc 5,053408.8K $0.16 %
United Rentals Inc 551401.4K $0.16 %
Chipotle Mexican Grill Inc 12,515400.6K $0.16 %
Abivax SA 3,521392.1K $0.16 %
Dexcom Inc 6,173387.7K $0.15 %
QUALCOMM Inc 2,997386K $0.15 %
SharkNinja Inc 3,603381.6K $0.15 %
HCA Healthcare Inc 785371.5K $0.15 %
Procore Technologies Inc 6,462368.3K $0.15 %
MongoDB Inc 1,474360.8K $0.14 %
Advanced Micro Devices Inc 1,753356.6K $0.14 %
Texas Roadhouse Inc 2,155355.9K $0.14 %
Toast Inc 13,129348K $0.14 %
Motorola Solutions Inc 798346.3K $0.14 %
UnitedHealth Group Inc 1,213328.2K $0.13 %
Anglogold Ashanti Plc 3,341325.3K $0.13 %
TKO Group Holdings Inc 1,605323.6K $0.13 %
Broadridge Financial Solutions Inc 1,977321.2K $0.13 %
Garmin Ltd 1,361315.8K $0.13 %
ExlService Holdings Inc 10,319314.2K $0.12 %
Robinhood Markets Inc 4,464309.4K $0.12 %
Welltower Inc 1,547305.9K $0.12 %
KLA Corp 207304.8K $0.12 %
Waters Corp 1,016302.6K $0.12 %
NetApp Inc 2,837290.5K $0.12 %
Manhattan Associates Inc 2,104280.1K $0.11 %
Caterpillar Inc 392277.7K $0.11 %
Caris Life Sciences Inc 15,022268.6K $0.11 %
Ralph Lauren Corp 779268K $0.11 %
DuPont de Nemours Inc 5,838267.4K $0.11 %
Tractor Supply Co 5,877266.2K $0.11 %
Tapestry Inc 1,863262.9K $0.10 %
Lockheed Martin Corp 425256.9K $0.10 %
H&R Block Inc 7,223229.3K $0.09 %
Itron Inc 2,533227K $0.09 %
Adobe Inc 926225.1K $0.09 %
Amgen Inc 633222.7K $0.09 %
Incyte Corp 2,324218.7K $0.09 %
Bank of America Corp 4,185204K $0.08 %
Abbott Laboratories 1,913196.4K $0.08 %
Twilio Inc 1,529192.4K $0.08 %
Lazard Inc 4,496191K $0.08 %
Argenx SE 260189.9K $0.08 %
Genmab A/S 7,044189K $0.07 %
ITT Inc 980186.7K $0.07 %
Cameco Corp 1,706185.3K $0.07 %
FactSet Research Systems Inc 821178.1K $0.07 %
Pegasystems Inc 3,948168K $0.07 %
StandardAero Inc 6,356164.2K $0.07 %
Carnival Corp 6,290162.8K $0.06 %
HEICO Corp 562154.1K $0.06 %
Teradata Corp 5,873150.5K $0.06 %
Expedia Group Inc 641148K $0.06 %
Trex Co Inc 3,934143.3K $0.06 %
Lyft Inc 10,539140.2K $0.06 %
Constellation Energy Corp. 501139.9K $0.06 %
Vertiv Holdings Co 557139.6K $0.06 %
On Holding AG 3,895132.5K $0.05 %
ServiceNow Inc 1,226128.2K $0.05 %
Wingstop Inc 818126.8K $0.05 %
Travel + Leisure Co 1,724119.3K $0.05 %
Iridium Communications Inc 4,132114.6K $0.05 %
Viking Holdings Ltd 1,546113.6K $0.05 %
Dell Technologies Inc 654107.3K $0.04 %
TPG Inc 2,548103.2K $0.04 %
Vistra Corp 683102.7K $0.04 %
Autodesk Inc 426102K $0.04 %
Halozyme Therapeutics Inc 1,46494.6K $0.04 %
SLM Corp 4,38693.9K $0.04 %
Somnigroup International Inc 1,26893.7K $0.04 %
IDEXX Laboratories Inc 16291K $0.04 %
Mirion Technologies Inc 4,87590.6K $0.04 %
Okta Inc 1,04682.3K $0.03 %
S&P Global Inc 17273.2K $0.03 %
Rockwell Automation Inc 19971.4K $0.03 %
Moody's Corp 15969.4K $0.03 %
Cogent Biosciences Inc 1,76367.9K $0.03 %
Super Micro Computer Inc 2,95367.2K $0.03 %
Snowflake Inc 39359.3K $0.02 %
Inspire Medical Systems Inc 1,02452.8K $0.02 %
Comfort Systems USA Inc 3852.4K $0.02 %
Lululemon Athletica Inc 30947.3K $0.02 %
Mastercard Inc 9447K $0.02 %
Intuit Inc 9541.1K $0.02 %
Southern Copper Corp 22037.8K $0.02 %
Datadog Inc 31937.7K $0.01 %
Deckers Outdoor Corp 34534.5K $0.01 %
Insulet Corp 15933.4K $0.01 %
Voya VACS Series EMHCD Fund 1882K $0.00 %