Titelia

Holdings of Growth and Income Portfolio

BNY MELLON VARIABLE INVESTMENT FUND · 121 declared positions · as of Mar 31, 2026

Original filing · Net assets 91.5M $ · Ten largest lines: 34.9 % of the equity sleeve

Sector breakdown

  • Technology 29.2 %
  • Financials 11.8 %
  • Communication 9.3 %
  • Health care 8.8 %
  • Industrials 8.7 %
  • Consumer discretionary 4.9 %
  • Energy 3.8 %
  • Materials 1.3 %
  • Utilities 1.0 %
  • Consumer staples 0.9 %
  • Unattributed 20.2 %

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 97.0 %
  • NL 1.0 %
  • CH 0.8 %
  • CA 0.6 %
  • DK 0.4 %
  • GB 0.2 %

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

CountryLinesValueShare
US11599.6M $97.03 %
NL21.1M $1.02 %
CH1787.1K $0.77 %
CA1599.9K $0.58 %
DK1382.9K $0.37 %
GB1231.1K $0.23 %

Positions

CompanySharesValueWeight
NVIDIA Corp 50,8168.9M $9.69 %
Apple Inc 21,2185.4M $5.89 %
Amazon.com Inc 22,9044.8M $5.21 %
Microsoft Corp 10,7344M $4.34 %
Alphabet Inc 13,8064M $4.33 %
Texas Instruments Inc 10,4482M $2.22 %
Meta Platforms Inc 3,5042M $2.19 %
Cisco Systems, Inc. 23,4371.8M $1.99 %
Exxon Mobil Corp 9,0081.5M $1.67 %
Mastercard Inc 3,0581.5M $1.67 %
Johnson & Johnson 6,1091.5M $1.63 %
Berkshire Hathaway Inc 3,0231.4M $1.58 %
Hubbell Inc 2,8951.4M $1.55 %
JPMorgan Chase & Co 4,7541.4M $1.53 %
Assurant Inc 5,9051.3M $1.41 %
Thermo Fisher Scientific Inc 2,5671.3M $1.38 %
Gilead Sciences Inc 8,8421.2M $1.35 %
Applied Materials Inc 3,5621.2M $1.33 %
Omnicom Group Inc 14,9651.1M $1.23 %
Netflix Inc 11,6561.1M $1.22 %
CME Group Inc 3,7801.1M $1.22 %
UnitedHealth Group Inc 3,8111M $1.13 %
L3Harris Technologies Inc 2,9561M $1.12 %
Fifth Third Bancorp 21,8501M $1.11 %
Broadcom Inc 3,2741M $1.11 %
Howmet Aerospace Inc 4,286987.8K $1.08 %
SLB Ltd 19,049978.9K $1.07 %
GE Vernova Inc 1,089950.6K $1.04 %
CSX Corp 22,958942.4K $1.03 %
Emerson Electric Co. 7,174939.9K $1.03 %
Elevance Health Inc 3,162925.7K $1.01 %
Colgate-Palmolive Co 10,858925.4K $1.01 %
Delta Air Lines Inc 13,677909.2K $0.99 %
AT&T Inc 31,152903.1K $0.99 %
Vertiv Holdings Co 3,463867.8K $0.95 %
Goldman Sachs Group Inc/The 993840.1K $0.92 %
Charles Schwab Corp/The 8,728820.3K $0.90 %
ASML Holding NV 618816.3K $0.89 %
Alcon AG 10,446787.1K $0.86 %
Estee Lauder Cos Inc/The 10,797774.9K $0.85 %
Morgan Stanley 4,619760.1K $0.83 %
Aon PLC 2,337754.3K $0.82 %
EQT Corp 11,740747.1K $0.82 %
Bristol-Myers Squibb Co 12,056731.2K $0.80 %
Synopsys Inc 1,768701K $0.77 %
Citigroup Inc 6,152697.7K $0.76 %
Casey's General Stores Inc 943686.4K $0.75 %
Verizon Communications Inc 13,521678.8K $0.74 %
Constellation Energy Corp. 2,393668.2K $0.73 %
Intuit Inc 1,504650.3K $0.71 %
Vertex Pharmaceuticals Inc 1,435640.8K $0.70 %
Dover Corp 3,013628.1K $0.69 %
First Horizon Corp 26,491602.9K $0.66 %
Shopify Inc 5,057599.9K $0.66 %
Trane Technologies PLC 1,438599.3K $0.66 %
Phillips 66 3,247591.5K $0.65 %
Chubb Ltd 1,802587.3K $0.64 %
Western Digital Corp 2,118572.9K $0.63 %
Alphabet Inc 1,916551K $0.60 %
Ralph Lauren Corp 1,594548.3K $0.60 %
Advanced Micro Devices Inc 2,627534.4K $0.58 %
ServiceNow Inc 4,982520.9K $0.57 %
American International Group Inc 6,854515.8K $0.56 %
Medtronic PLC 5,854507.2K $0.55 %
Newmont Corp 4,579495.7K $0.54 %
Spotify Technology SA 995482.5K $0.53 %
CRH PLC 4,529476.1K $0.52 %
IDEXX Laboratories Inc 826464.1K $0.51 %
Marathon Petroleum Corp 1,880459.1K $0.50 %
Uber Technologies Inc 6,340456K $0.50 %
Caterpillar Inc 643455.5K $0.50 %
Old Republic International Corp 11,350452.9K $0.49 %
FedEx Corp 1,255447K $0.49 %
AMETEK Inc 2,073444.4K $0.49 %
Weyerhaeuser Co 18,102442.2K $0.48 %
Insmed Inc 2,699441.3K $0.48 %
Ford Motor Co 37,933437.7K $0.48 %
Veralto Corp 4,890432.4K $0.47 %
Burlington Stores Inc 1,311426.6K $0.47 %
International Paper Co 11,706417.9K $0.46 %
Voya Financial Inc 6,090416.1K $0.45 %
Carlisle Cos Inc 1,222407.7K $0.45 %
Las Vegas Sands Corp 7,468402.4K $0.44 %
Freeport-McMoRan Inc 6,674392.3K $0.43 %
Pfizer Inc 13,835388.5K $0.42 %
Ascendis Pharma A/S 1,674382.9K $0.42 %
Diamondback Energy Inc 1,917379.2K $0.41 %
Honeywell International Inc 1,648372.5K $0.41 %
Madrigal Pharmaceuticals Inc 708370.6K $0.41 %
Axon Enterprise Inc 866367.8K $0.40 %
Capital One Financial Corp 1,995363.9K $0.40 %
Datadog Inc 2,981351.9K $0.38 %
Walt Disney Co/The 3,642351K $0.38 %
Natera Inc 1,711342.2K $0.37 %
International Business Machines Corp. 1,409341.5K $0.37 %
Regal Rexnord Corp 1,798336.7K $0.37 %
Dominion Energy Inc 5,285326.7K $0.36 %
Guardant Health Inc 3,502323.5K $0.35 %
Chewy Inc 11,861320.2K $0.35 %
Dolby Laboratories Inc 5,304318.6K $0.35 %
Columbia Banking System Inc 11,563317.2K $0.35 %
Boston Scientific Corp 4,978312.4K $0.34 %
Truist Financial Corp 6,789312.1K $0.34 %
Illumina Inc 2,511309.5K $0.34 %
SOUTHSTATE BANK CORP 3,265302.1K $0.33 %
Expand Energy Corp 2,745301.3K $0.33 %
Repligen Corp 2,501294.7K $0.32 %
Bentley Systems Inc 8,308291.8K $0.32 %
MongoDB Inc 1,192291.8K $0.32 %
Dutch Bros Inc 5,709289.2K $0.32 %
JFrog Ltd 6,081285.4K $0.31 %
Planet Fitness Inc 3,835285.2K $0.31 %
Permian Resources Corp 13,042278.1K $0.30 %
Packaging Corp of America 1,212257.2K $0.28 %
Lowe's Cos Inc 1,048247.6K $0.27 %
Deckers Outdoor Corp 2,430243.2K $0.27 %
CNH Industrial NV 21,340234.7K $0.26 %
Vodafone Group PLC 15,389231.1K $0.25 %
Ferguson Enterprises Inc 942219.7K $0.24 %
TE Connectivity PLC 965201.7K $0.22 %
Wingstop Inc 1,242192.5K $0.21 %