Titelia

Holdings of Large Cap Core Fund

Northern Funds ·158 declared positions · as of Mar 31, 2026

Original filing · Net assets 323.1M $ · Ten largest lines: 39.6 % of the equity sleeve

Sector breakdown

  • Technology 32.8 %
  • Communication 10.3 %
  • Financials 9.7 %
  • Health care 9.3 %
  • Consumer discretionary 8.8 %
  • Industrials 7.1 %
  • Consumer staples 4.8 %
  • Energy 3.8 %
  • Utilities 2.4 %
  • Materials 2.2 %
  • Real estate 0.9 %
  • Unattributed 8.0 %

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

  • US 99.5 %
  • BM 0.3 %
  • LU 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US156318.5M $99.47 %
2BM11.1M $0.34 %
3LU1590.1K $0.18 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 149,80326.1M $8.09 %
2Apple Inc 92,26823.4M $7.25 %
3Microsoft Corp 47,69717.7M $5.46 %
4Alphabet Inc 54,10315.6M $4.82 %
5Amazon.com Inc 50,50210.5M $3.26 %
6Broadcom Inc 33,32410.3M $3.19 %
7Meta Platforms Inc 12,3017M $2.18 %
8JPMorgan Chase & Co 19,7015.8M $1.79 %
9Johnson & Johnson 22,4725.5M $1.70 %
10Berkshire Hathaway Inc 10,0704.8M $1.49 %
11Tesla Inc 10,7934M $1.24 %
12Caterpillar Inc 5,5163.9M $1.21 %
13Procter & Gamble Co/The 26,9743.9M $1.21 %
14Cisco Systems, Inc. 49,8623.9M $1.20 %
15Goldman Sachs Group Inc/The 4,0043.4M $1.05 %
16APA Corp 76,9413.3M $1.01 %
17Verizon Communications Inc 64,1133.2M $1.00 %
18Intuit Inc 7,0903.1M $0.95 %
19Amgen Inc 8,7123.1M $0.95 %
20CF Industries Holdings Inc 23,2593M $0.93 %
21KLA Corp 2,0103M $0.92 %
22Booking Holdings Inc 6862.9M $0.89 %
23Altria Group, Inc. 41,6652.7M $0.85 %
24General Dynamics Corp 7,5782.6M $0.81 %
25McKesson Corp 2,9662.6M $0.79 %
26Adobe Inc 10,5292.6M $0.79 %
27Bank of New York Mellon Corp/The 21,4742.5M $0.79 %
28Lockheed Martin Corp 4,2052.5M $0.79 %
29Newmont Corp 23,4072.5M $0.78 %
30Merck & Co Inc 20,7222.5M $0.77 %
31Citigroup Inc 21,7142.5M $0.76 %
32General Electric Co 8,6212.4M $0.76 %
33Bank of America Corp 48,7542.4M $0.74 %
34Western Digital Corp 8,7102.4M $0.73 %
35AT&T Inc 81,1292.4M $0.73 %
36Ovintiv Inc 39,6042.4M $0.73 %
37Bristol-Myers Squibb Co 38,3942.3M $0.72 %
38HCA Healthcare Inc 4,9172.3M $0.72 %
393M Co 15,9792.3M $0.72 %
40Eli Lilly & Co 2,5182.3M $0.72 %
41Medpace Holdings Inc 4,8052.3M $0.71 %
42State Street Corp 18,1202.3M $0.71 %
43Illinois Tool Works Inc 8,7412.3M $0.70 %
44Kroger Co/The 31,4262.3M $0.70 %
45Aflac Inc 20,7062.3M $0.70 %
46MGIC Investment Corp 80,0412.1M $0.65 %
47Automatic Data Processing Inc 10,2442.1M $0.64 %
48ResMed Inc 9,1112M $0.63 %
49CH Robinson Worldwide Inc 12,2062M $0.63 %
50eBay Inc 21,7772M $0.61 %
51Micron Technology Inc 5,7641.9M $0.60 %
52Tapestry Inc 13,7871.9M $0.60 %
53Host Hotels & Resorts Inc 99,4421.9M $0.59 %
54Home Depot Inc/The 5,7881.9M $0.59 %
55Netflix Inc 19,7381.9M $0.59 %
56Fox Corp 31,9791.9M $0.58 %
57Globe Life Inc 13,2111.8M $0.57 %
58EOG Resources Inc 12,4681.8M $0.56 %
59Philip Morris International Inc. 10,8831.8M $0.56 %
60Synchrony Financial 24,9761.7M $0.53 %
61Exxon Mobil Corp 9,7951.7M $0.51 %
62Simon Property Group Inc 8,6291.6M $0.50 %
63QUALCOMM Inc 12,2181.6M $0.49 %
64Amphenol Corp 12,3281.6M $0.48 %
65Jones Lang LaSalle Inc 5,0831.5M $0.48 %
66Valero Energy Corp 6,2521.5M $0.48 %
67PPL Corp 39,0171.5M $0.46 %
68Exelon Corp 30,3321.5M $0.46 %
69Leidos Holdings Inc 9,4191.5M $0.45 %
70Marathon Petroleum Corp 5,8581.4M $0.44 %
71Pfizer Inc 48,5331.4M $0.42 %
72Expeditors International of Washington Inc 9,3081.3M $0.41 %
73Archer-Daniels-Midland Co 18,0651.3M $0.41 %
74Medtronic PLC 15,1461.3M $0.41 %
75Affiliated Managers Group Inc 4,7321.3M $0.41 %
76Carnival Corp 49,5881.3M $0.40 %
77Cencora Inc 4,0811.3M $0.40 %
78Lam Research Corp 5,9761.3M $0.40 %
79NRG Energy Inc 8,5661.3M $0.39 %
80AbbVie Inc 5,5641.2M $0.37 %
81Travel + Leisure Co 17,3081.2M $0.37 %
82Accenture PLC 5,9711.2M $0.37 %
83Union Pacific Corp 4,7731.2M $0.36 %
84Walmart Inc 9,0021.1M $0.35 %
85Global Payments Inc 16,5471.1M $0.34 %
86Aptiv PLC 16,0321.1M $0.34 %
87Constellation Energy Corp. 3,9811.1M $0.34 %
88Allison Transmission Holdings Inc 9,4961.1M $0.34 %
89Omnicom Group Inc 14,6181.1M $0.34 %
90Assured Guaranty Ltd 13,4441.1M $0.34 %
91BorgWarner Inc 19,8671.1M $0.33 %
92Sealed Air Corp 25,5791.1M $0.33 %
93CBRE Group Inc 7,8591.1M $0.33 %
94Expedia Group Inc 4,114949.9K $0.29 %
95Valmont Industries Inc 2,348938.2K $0.29 %
96Crown Holdings Inc 9,121914.4K $0.28 %
97Visa Inc 2,920882.5K $0.27 %
98Fidelity National Information Services Inc 18,389862.6K $0.27 %
99Public Service Enterprise Group Inc 10,567855.4K $0.26 %
100FirstEnergy Corp 16,382829.9K $0.26 %