Titelia

Holdings of The Gabelli Asset Fund

Gabelli Asset Fund · Original filing · Compare with another fund · Report an error

Net assets
1.6B $ including 1.5B $ in equities, 98.1 %
Positions
596 in 30 countries
Top ten
22.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
401Phillips 66 1,100200.4K $0.01 %
402Jacobs Solutions Inc 1,550197.3K $0.01 %
403AstraZeneca PLC 1,000197.2K $0.01 %
404Intel Corp 4,450196.4K $0.01 %
405Constellation Brands Inc 1,300195K $0.01 %
406Daimler Truck Holding AG 4,000191.7K $0.01 %
407Brightstar Lottery PLC 15,000191.1K $0.01 %
408RENK Group AG 3,250190.2K $0.01 %
409Cadence Design Systems Inc 670186.2K $0.01 %
410Axcelis Technologies Inc 2,000186.2K $0.01 %
411Tiptree Inc 11,000186.1K $0.01 %
412Flutter Entertainment PLC 1,825186.1K $0.01 %
413EW Scripps Co/The 50,000186K $0.01 %
414Verizon Communications Inc 3,700185.7K $0.01 %
415Franklin Electric Co Inc 2,000184.3K $0.01 %
416Airbnb Inc 1,450183.1K $0.01 %
417Suntory Beverage & Food Ltd 6,450182.4K $0.01 %
418CoreWeave Inc 2,315179.3K $0.01 %
419SLB Ltd 3,474178.5K $0.01 %
420Entain PLC 24,000178.2K $0.01 %
421Intercontinental Exchange Inc 1,100173K $0.01 %
422DR Horton Inc 1,250171.5K $0.01 %
423Veolia Environnement SA 4,500169.9K $0.01 %
424Carrier Global Corp 3,000168.9K $0.01 %
425Deutsche Telekom AG 4,450164.3K $0.01 %
426Genting Singapore Ltd 310,000162.8K $0.01 %
427Hartford Insurance Group Inc/The 1,200162.3K $0.01 %
428Fiserv Inc 2,900161.8K $0.01 %
429EQT Corp 2,500159.1K $0.01 %
430Synopsys Inc 400158.6K $0.01 %
431McKesson Corp 181156.6K $0.01 %
432Nextpower Inc 1,295156.1K $0.01 %
433Sempra 1,600155.5K $0.01 %
434GCI Liberty Inc 4,180154K $0.01 %
435Fifth Third Bancorp 3,100144K $0.01 %
436Davide Campari-Milano NV 20,000141.7K $0.01 %
437Snowflake Inc 935141K $0.01 %
438Universal Display Corp 1,500137.5K $0.01 %
439Indivior Pharmaceuticals Inc 4,500137.2K $0.01 %
440Corning Inc 1,000136K $0.01 %
441Gen Digital Inc 7,100133.7K $0.01 %
442Kimberly-Clark Corp 1,375132.6K $0.01 %
443ASML Holding NV 100132.1K $0.01 %
444First Citizens BancShares Inc/NC 70131.9K $0.01 %
445CAE Inc 5,000130.3K $0.01 %
446Gabelli ETFs Trust 4,000130.1K $0.01 %
447ICU Medical Inc 1,000129.2K $0.01 %
448QUALCOMM Inc 1,000128.8K $0.01 %
449Inspired Entertainment Inc 18,000128.3K $0.01 %
450Analog Devices Inc 400127.3K $0.01 %
451Expand Energy Corp 1,149126.1K $0.01 %
452Acuity Inc 450126.1K $0.01 %
453Vitesse Energy Inc 6,860124.6K $0.01 %
454Bolsas Y Mercados Argentinos Sa 525,000124.1K $0.01 %
455Toyota Motor Corp 580119.5K $0.01 %
456Royce Small Cap Trust Inc 7,200119.5K $0.01 %
457Marvell Technology Inc 1,200118.9K $0.01 %
458Kimball Electronics Inc 5,000118.5K $0.01 %
459Dah Sing Financial Holdings Ltd 23,000118.2K $0.01 %
460InPost SA 6,750117.7K $0.01 %
461Bank of America Corp 2,400117K $0.01 %
462Tenet Healthcare Corp 619116.8K $0.01 %
463Old Republic International Corp 2,880114.9K $0.01 %
464First American Financial Corp 1,900114.6K $0.01 %
465SoftBank Group Corp 5,100114.2K $0.01 %
466Barclays PLC 22,000113.4K $0.01 %
467Nobility Homes Inc 3,750112.5K $0.01 %
468Salesforce Inc 600112K $0.01 %
469Genius Sports Ltd 25,000110.8K $0.01 %
470Super Group SGHC Ltd 10,000108K $0.01 %
471Cheniere Energy Inc 380107.8K $0.01 %
472Starbucks Corp 1,200107.5K $0.01 %
473MTU Aero Engines AG 300107.5K $0.01 %
474Anterix Inc 2,800106.9K $0.01 %
475Millicom International Cellular SA 1,400104.9K $0.01 %
476Moody's Corp 240104.7K $0.01 %
477Canada Packers Inc 7,000101.5K $0.01 %
478Flushing Financial Corp 6,510100K $0.01 %
479HubSpot Inc 40097.6K $0.01 %
480Hyster-Yale Inc 3,00097.5K $0.01 %
481Siemens AG 80097.5K $0.01 %
482American Outdoor Brands Inc 10,32196.4K $0.01 %
483Johnson Outdoors Inc 2,03694.7K $0.01 %
484Zalando SE 3,95093.8K $0.01 %
485NN Group NV 1,20093K $0.01 %
486Oceaneering International Inc 2,60892.5K $0.01 %
487Weave Communications Inc 20,00092.4K $0.01 %
488Orange SA 4,50092.1K $0.01 %
489Credit Agricole SA 5,00092.1K $0.01 %
490Bank of East Asia Ltd/The 55,00091.7K $0.01 %
491Clarkson PLC 1,50091.5K $0.01 %
492Evolent Health Inc 40,00091.2K $0.01 %
493Pfizer Inc 3,20089.9K $0.01 %
494Canfor Corp 9,00088.8K $0.01 %
495Medtronic PLC 1,00086.7K $0.01 %
496Sherwin-Williams Co/The 27086.5K $0.01 %
497TP ICAP Group PLC 24,00086.2K $0.01 %
498FTAI Aviation Ltd 35085.8K $0.01 %
499Dah Sing Banking Group Ltd 55,00085.2K $0.01 %
500Mercedes-Benz Group AG 1,40084.8K $0.01 %

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Sector breakdown

  • Industrials 16.4 %
  • Financials 12.1 %
  • Technology 6.7 %
  • Materials 6.6 %
  • Communication 6.1 %
  • Consumer staples 4.5 %
  • Health care 2.7 %
  • Consumer discretionary 2.2 %
  • Energy 2.1 %
  • Real estate 0.2 %
  • Utilities 0.1 %
  • Unattributed 40.2 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 92.8 %
  • EUR 3.1 %
  • JPY 1.5 %
  • CHF 0.9 %
  • GBP 0.6 %
  • MXN 0.3 %
  • SEK 0.2 %
  • DKK 0.2 %
  • HKD 0.2 %
  • CAD 0.1 %
  • ZAR 0.1 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 84.4 %
  • Canada 3.7 %
  • France 2.0 %
  • United Kingdom 1.9 %
  • Japan 1.6 %
  • Netherlands 1.5 %
  • Switzerland 1.1 %
  • Mexico 0.7 %
  • Germany 0.5 %
  • Ireland 0.4 %
  • South Korea 0.4 %
  • Italy 0.4 %
  • Other countries 1.3 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States4201.3B $84.40 %
2Canada2157.1M $3.71 %
3France1630.8M $2.00 %
4United Kingdom2430M $1.95 %
5Japan1524.9M $1.62 %
6Netherlands1522.5M $1.46 %
7Switzerland916.2M $1.06 %
8Mexico510.9M $0.71 %
9Germany168.4M $0.55 %
10Ireland36.7M $0.43 %
11South Korea26.3M $0.41 %
12Italy75.7M $0.37 %
Cite this page

Titelia. "Holdings of The Gabelli Asset Fund". https://titelia.com/en/funds/S000001087