Titelia

Holdings of American Beacon Large Cap Value Fund

AMERICAN BEACON FUNDS · 162 declared positions · as of Apr 30, 2026

Original filing · Net assets 3B $ · Ten largest lines: 16.2 % of the equity sleeve

Sector breakdown

  • Financials 16.8 %
  • Health care 10.1 %
  • Industrials 9.5 %
  • Technology 6.8 %
  • Utilities 5.3 %
  • Energy 4.3 %
  • Consumer staples 2.7 %
  • Communication 2.6 %
  • Consumer discretionary 2.0 %
  • Materials 1.9 %
  • Real estate 0.7 %
  • Unattributed 37.4 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 94.0 %
  • NL 1.6 %
  • GB 1.3 %
  • IE 0.9 %
  • CA 0.7 %
  • BM 0.5 %
  • FR 0.5 %
  • DE 0.3 %
  • CH 0.2 %

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

CountryLinesValue (USD)Share
US1492.7B $94.02 %
NL247.5M $1.63 %
GB536.8M $1.26 %
IE127.4M $0.94 %
CA119.3M $0.66 %
BM114.8M $0.51 %
FR114.6M $0.50 %
DE17.6M $0.26 %
CH16.2M $0.21 %

Positions

CompanySharesValue (USD)Weight
Exxon Mobil Corp 355,79854.9M $1.83 %
Elevance Health Inc 137,05751.6M $1.72 %
Alphabet Inc 131,81350.7M $1.69 %
GE HealthCare Technologies Inc 828,11850.4M $1.68 %
Citigroup Inc 368,30647.1M $1.57 %
Workday Inc 361,32544.2M $1.47 %
JPMorgan Chase & Co 141,12544.2M $1.47 %
Bank of America Corp 809,92443.3M $1.44 %
Wells Fargo & Co 521,16542.9M $1.43 %
UnitedHealth Group Inc 114,89442.6M $1.42 %
APA Corp 1,038,78742.3M $1.41 %
Dominion Energy Inc 644,48841.6M $1.38 %
Chevron Corp 204,63439.6M $1.32 %
Progressive Corp/The 192,68338.8M $1.29 %
Xcel Energy Inc 453,16237.6M $1.25 %
Carnival Corp 1,392,70236.9M $1.23 %
F5 Inc 112,79136.5M $1.21 %
American Express Co 110,76535.8M $1.19 %
Microchip Technology Inc 370,34334.4M $1.14 %
Cigna Group/The 116,42533.8M $1.13 %
Boeing Co/The 146,97733.7M $1.12 %
NXP Semiconductors NV 108,42631.8M $1.06 %
Telefonaktiebolaget LM Ericsson 2,579,09930.5M $1.01 %
Entergy Corp 252,64129.8M $0.99 %
Merck & Co Inc 264,11528.8M $0.96 %
PG&E Corp 1,696,31728.2M $0.94 %
Medtronic PLC 345,59928M $0.93 %
PACCAR Inc 235,03027.9M $0.93 %
ConocoPhillips 220,81027.8M $0.92 %
Fortive Corp 462,16427.6M $0.92 %
Aptiv PLC 458,44727.6M $0.92 %
Salesforce Inc 156,18127.6M $0.92 %
Johnson Controls International plc 187,50627.4M $0.91 %
Keurig Dr Pepper Inc 920,47927.1M $0.90 %
Johnson & Johnson 117,40527M $0.90 %
General Dynamics Corp 78,04226.9M $0.89 %
Analog Devices Inc 64,58426M $0.86 %
Entegris Inc 183,34425.9M $0.86 %
Berkshire Hathaway Inc 54,59525.9M $0.86 %
American International Group Inc 338,79125.3M $0.84 %
McKesson Corp 30,32524.7M $0.82 %
QUALCOMM Inc 135,69024.4M $0.81 %
Morgan Stanley 127,39124.3M $0.81 %
RTX Corp 137,06924.1M $0.80 %
Comcast Corp 885,40223.9M $0.80 %
US Bancorp 411,62623.3M $0.78 %
General Motors Co 303,25823.3M $0.78 %
Air Products and Chemicals Inc 77,43123.2M $0.77 %
PPG Industries Inc 210,31222.8M $0.76 %
Pinnacle West Capital Corp. 215,19822.3M $0.74 %
KLA Corp 12,65422.1M $0.74 %
Wynn Resorts Ltd 203,87521.8M $0.73 %
Hewlett Packard Enterprise Co 758,12021.8M $0.73 %
Magna International Inc 340,25021.7M $0.72 %
LPL Financial Holdings Inc 61,32020.5M $0.68 %
Fidelity National Information Services Inc 438,75920.4M $0.68 %
Humana Inc 86,20620.4M $0.68 %
FedEx Corp 50,50420.4M $0.68 %
Nasdaq Inc 218,95920.1M $0.67 %
Oracle Corp 124,07820M $0.67 %
Bank of Nova Scotia/The 248,54319.3M $0.64 %
Shell PLC 211,07919.1M $0.64 %
Prologis Inc 134,58819.1M $0.64 %
Duke Energy Corp 146,06518.9M $0.63 %
Travelers Cos Inc/The 61,41618.7M $0.62 %
Honeywell International Inc 85,62318.4M $0.61 %
Union Pacific Corp 67,07118.1M $0.60 %
Unilever PLC 297,13617.5M $0.58 %
Chubb Ltd 53,48017.5M $0.58 %
Marriott International Inc/MD 48,30917.5M $0.58 %
Freeport-McMoRan Inc 300,73317.4M $0.58 %
Public Storage 57,36717.4M $0.58 %
VICI Properties Inc 592,29417.3M $0.58 %
Fiserv Inc 273,89917.2M $0.57 %
Lowe's Cos Inc 71,45617.1M $0.57 %
Halliburton Co 402,22917M $0.57 %
Ovintiv Inc 275,82717M $0.56 %
Permian Resources Corp 760,71816.4M $0.55 %
Texas Instruments Inc 58,23216.4M $0.54 %
CNH Industrial NV 1,462,56615.7M $0.52 %
Marsh & McLennan Cos Inc 92,75215.6M $0.52 %
Western Alliance Bancorp 190,56015.5M $0.52 %
SLB Ltd 268,71115.3M $0.51 %
Omnicom Group Inc 198,84015.3M $0.51 %
Axalta Coating Systems Ltd 519,74114.8M $0.49 %
Sanofi SA 314,23114.6M $0.49 %
State Street Corp 95,70314.6M $0.49 %
PNC Financial Services Group Inc/The 65,10114.5M $0.48 %
Southern Co/The 149,71414.5M $0.48 %
Aon PLC 46,43814.5M $0.48 %
Blackrock Inc 13,44014.3M $0.48 %
Uber Technologies Inc 191,05514.3M $0.47 %
AECOM 154,41413M $0.43 %
KKR & Co Inc 123,83912.9M $0.43 %
First Citizens BancShares Inc/NC 6,37612.6M $0.42 %
Truist Financial Corp 243,03512.5M $0.42 %
Eaton Corp PLC 28,04512.1M $0.40 %
Kraft Heinz Co/The 535,68812.1M $0.40 %
Accenture PLC 65,64511.7M $0.39 %
AbbVie Inc 55,37111.7M $0.39 %
Abbott Laboratories 127,74911.6M $0.39 %
JB Hunt Transport Services Inc 45,75811.5M $0.38 %
PepsiCo Inc 69,89511.1M $0.37 %
Northrop Grumman Corp 18,95011M $0.37 %
Corebridge Financial Inc 398,38611M $0.36 %
Constellation Brands Inc 68,26910.7M $0.36 %
CRH PLC 86,36410.2M $0.34 %
Illinois Tool Works Inc 38,4289.9M $0.33 %
Mondelez International Inc 159,5579.8M $0.33 %
Charles Schwab Corp/The 106,7949.8M $0.33 %
Zimmer Biomet Holdings Inc 113,2029.3M $0.31 %
Caterpillar Inc 10,4159.3M $0.31 %
Equifax Inc 53,0299.2M $0.31 %
NOV Inc 441,8189M $0.30 %
Labcorp Holdings Inc 34,0228.7M $0.29 %
J M Smucker Co/The 87,6198.6M $0.29 %
CDW Corp/DE 62,1398.5M $0.28 %
Cognizant Technology Solutions Corp. 159,3328.4M $0.28 %
Capital One Financial Corp 43,1548.3M $0.27 %
Everest Group Ltd 23,1238.2M $0.27 %
CVS Health Corp 98,5218.2M $0.27 %
NextEra Energy Inc 83,1148.1M $0.27 %
Olin Corp 279,0817.9M $0.26 %
EOG Resources Inc 56,3987.9M $0.26 %
WPP PLC 436,0007.9M $0.26 %
Norfolk Southern Corp 24,9047.9M $0.26 %
Pfizer Inc 289,5387.7M $0.26 %
SAP SE 44,7947.6M $0.25 %
Avantor Inc 934,9937.6M $0.25 %
Cummins Inc 11,2717.6M $0.25 %
Philip Morris International Inc. 44,9477.4M $0.25 %
Kimberly-Clark Corp 72,8587.2M $0.24 %
Hartford Insurance Group Inc/The 52,3077.2M $0.24 %
Lennar Corp 77,7307M $0.23 %
Genuine Parts Co 65,1937M $0.23 %
Deere & Co 11,7847M $0.23 %
Nestle SA 60,8466.2M $0.21 %
BorgWarner Inc 106,5066.1M $0.20 %
Stanley Black & Decker Inc 75,4025.9M $0.20 %
TE Connectivity PLC 27,4835.8M $0.19 %
WW Grainger Inc 4,7965.6M $0.19 %
Centene Corp 103,4615.6M $0.18 %
PPL Corp 140,7935.3M $0.18 %
American Electric Power Co Inc 38,3905.3M $0.18 %
Coca-Cola Europacific Partners PLC 54,6435.2M $0.17 %
GSK PLC 98,7285.2M $0.17 %
Citizens Financial Group Inc 78,4835.1M $0.17 %
Microsoft Corp 12,3965.1M $0.17 %
Vertiv Holdings Co 15,3835.1M $0.17 %
Reckitt Benckiser Group PLC 385,3704.9M $0.16 %
Lithia Motors Inc 14,7874.3M $0.14 %
Timken Co/The 36,6884.1M $0.14 %
Fluor Corp 76,1874.1M $0.14 %
Ares Management Corp 32,6673.8M $0.13 %
Sherwin-Williams Co/The 11,0793.6M $0.12 %
Otis Worldwide Corp 42,9683.3M $0.11 %
Trane Technologies PLC 6,4873.2M $0.11 %
Conagra Brands Inc 203,2112.9M $0.10 %
Diageo PLC 29,9252.4M $0.08 %
Medline Inc 53,4232.4M $0.08 %
Kenvue Inc 135,5182.4M $0.08 %
Leidos Holdings Inc 7,4001.1M $0.04 %