Titelia

Holdings of Small Cap Core Fund

Northern Funds · 1531 declared positions · as of Mar 31, 2026

Original filing · Net assets 342.1M $ · Ten largest lines: 5.8 % of the equity sleeve

Sector breakdown

  • Industrials 1.6 %
  • Technology 1.2 %
  • Financials 0.9 %
  • Materials 0.4 %
  • Unattributed 95.9 %

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 93.8 %
  • KY 1.5 %
  • BM 1.3 %
  • GB 0.4 %
  • IE 0.4 %
  • MH 0.4 %
  • CA 0.4 %
  • IL 0.3 %
  • PR 0.3 %
  • MC 0.2 %
  • CH 0.2 %
  • VG 0.2 %
  • Other countries 0.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1,442316.7M $93.80 %
KY165.1M $1.52 %
BM144.3M $1.29 %
GB51.4M $0.43 %
IE61.4M $0.40 %
MH41.2M $0.37 %
CA71.2M $0.36 %
IL111.2M $0.34 %
PR3884K $0.26 %
MC1586.8K $0.17 %
CH3574.8K $0.17 %
VG3573.4K $0.17 %

Positions

CompanySharesValueWeight
Bloom Energy Corp 24,7793.4M $0.98 %
Fabrinet 5,1492.7M $0.78 %
EchoStar Corp 17,8682.1M $0.61 %
Sterling Infrastructure Inc 5,0262M $0.60 %
Nextpower Inc 14,5811.8M $0.51 %
Ensign Group Inc/The 8,2461.7M $0.49 %
Credo Technology Group Holding Ltd 17,3011.6M $0.47 %
Powell Industries Inc 2,6941.5M $0.43 %
InterDigital Inc 4,8211.5M $0.43 %
Advanced Energy Industries Inc 4,4201.4M $0.42 %
Coeur Mining Inc 72,6541.4M $0.40 %
SPX Technologies Inc 6,6531.3M $0.39 %
Celcuity Inc 11,3611.3M $0.38 %
ONE Gas Inc 15,0121.3M $0.38 %
Hecla Mining Co 68,6581.3M $0.37 %
Dycom Industries Inc 3,7311.3M $0.37 %
Argan Inc 2,3161.3M $0.37 %
Kratos Defense & Security Solutions, Inc. 17,1791.2M $0.35 %
Modine Manufacturing Co 5,4141.2M $0.34 %
Watts Water Technologies Inc 3,7571.1M $0.32 %
CNO Financial Group Inc 26,4591.1M $0.32 %
Sanmina Corp 8,2631.1M $0.31 %
Federal Signal Corp 9,8671.1M $0.31 %
Rambus Inc 12,3941.1M $0.31 %
Matson Inc 6,4411.1M $0.31 %
TTM Technologies Inc 10,4701M $0.30 %
ESCO Technologies Inc 3,6111M $0.30 %
Rush Enterprises Inc 15,2311M $0.29 %
FirstCash Holdings Inc 5,258988.5K $0.29 %
Moog Inc 3,267956.1K $0.28 %
CareTrust REIT Inc 25,637939.6K $0.27 %
Covista Inc 8,104934K $0.27 %
Kodiak Sciences Inc 24,242924.1K $0.27 %
EnerSys 5,284917.9K $0.27 %
American Healthcare REIT Inc 18,981895.1K $0.26 %
Chart Industries Inc 4,327894.6K $0.26 %
Commercial Metals Co 14,558894.3K $0.26 %
OSI Systems Inc 3,336885.7K $0.26 %
Taylor Morrison Home Corp 15,148882.2K $0.26 %
Noble Corp PLC 17,536860.5K $0.25 %
Praxis Precision Medicines Inc 2,664858.3K $0.25 %
UMB Financial Corp 7,597856.9K $0.25 %
FormFactor Inc 8,830856.4K $0.25 %
Huntington Bancshares Inc/OH 54,497852.9K $0.25 %
Granite Construction Inc 6,971835.7K $0.24 %
SM Energy Co 26,588829K $0.24 %
Fluor Corp 17,739827.5K $0.24 %
Viavi Solutions Inc 24,650820.4K $0.24 %
Mirum Pharmaceuticals Inc 8,773810.4K $0.24 %
Installed Building Products Inc 3,038805.5K $0.24 %
Arrowhead Pharmaceuticals Inc 12,822803.9K $0.24 %
Golar LNG Ltd 14,833802.6K $0.23 %
Group 1 Automotive Inc 2,402794.2K $0.23 %
Hawkins Inc 5,159792.4K $0.23 %
Jackson Financial Inc 7,484791.2K $0.23 %
Plexus Corp 3,827775.1K $0.23 %
Zurn Elkay Water Solutions Corp 17,093766.5K $0.22 %
UFP Industries Inc 8,243759.3K $0.22 %
Piper Sandler Cos 9,848753.9K $0.22 %
Arcellx Inc 6,510747.5K $0.22 %
Arcosa Inc 6,981741K $0.22 %
Essent Group Ltd 12,527732.1K $0.21 %
GATX Corp 4,274729.7K $0.21 %
Scholar Rock Holding Corp 14,836729.3K $0.21 %
Globalstar Inc 10,904724.2K $0.21 %
Radian Group Inc 21,873723.6K $0.21 %
Axos Financial Inc 8,465720.3K $0.21 %
LeMaitre Vascular Inc 6,573717.6K $0.21 %
StoneX Group Inc 8,802709.9K $0.21 %
Murphy Oil Corp 17,136706.9K $0.21 %
New Jersey Resources Corp 12,815703.8K $0.21 %
WSFS Financial Corp 10,692699.9K $0.20 %
Cytokinetics Inc 10,602698.8K $0.20 %
HealthEquity Inc 8,313694.7K $0.20 %
PBF Energy Inc 14,581694.3K $0.20 %
REX American Resources Corp 15,194692.4K $0.20 %
SiTime Corp 1,998690K $0.20 %
Balchem Corp 4,039684.5K $0.20 %
Tri Pointe Homes Inc 14,641684.2K $0.20 %
Terex Corp 11,452676.8K $0.20 %
Valaris Ltd 6,901676.6K $0.20 %
Planet Labs PBC 24,186676K $0.20 %
SkyWest Inc 7,332673.3K $0.20 %
Portland General Electric Co 12,706670.5K $0.20 %
Transocean Ltd 100,491666.3K $0.19 %
Bel Fuse Inc 3,356664.4K $0.19 %
Hancock Whitney Corp 10,400661.3K $0.19 %
Axcelis Technologies Inc 7,067657.8K $0.19 %
Spire Inc 7,259657.2K $0.19 %
Standex International Corp 2,554650.9K $0.19 %
United Bankshares Inc/WV 15,681649.5K $0.19 %
Lantheus Holdings Inc 8,558649.1K $0.19 %
Core Natural Resources Inc 6,196648.9K $0.19 %
Southwest Gas Holdings Inc 7,438646.4K $0.19 %
CNX Resources Corp 16,721644.6K $0.19 %
Abercrombie & Fitch Co 7,040643.2K $0.19 %
Amicus Therapeutics Inc 44,214639.3K $0.19 %
Kite Realty Group Trust 25,915636.2K $0.19 %
Alkermes PLC 17,971635.5K $0.19 %
Brink's Co/The 6,083630.4K $0.18 %