Titelia

Holdings of Nomura Wealth Builder Fund

Delaware Group Equity Funds V · Original filing · Compare with another fund · Report an error

Net assets
835.3M $ including 572.7M $ in equities, 68.6 %
Positions
131 in 12 countries
Bond lines
223 from 110 companies
Top ten
24.7 % of net assets
Filed on
Feb 27, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101LVMH Moet Hennessy Louis Vuitton SE 1,333857K $0.10 %
102Anheuser-Busch InBev SA/NV 9,522774.3K $0.09 %
103Makita Corp 18,800728.9K $0.09 %
104Securitas AB 39,749707.6K $0.08 %
105DSV A/S 2,652685.9K $0.08 %
106Sodexo SA 12,313675.1K $0.08 %
107Air Liquide SA 3,082649.1K $0.08 %
108Koninklijke Ahold Delhaize NV 13,037643.4K $0.08 %
109Wolters Kluwer NV 7,666616.9K $0.07 %
110Diageo PLC 27,434614.7K $0.07 %
111Atlas Copco AB 32,622613.8K $0.07 %
112Kao Corp. 13,300568.4K $0.07 %
113adidas AG 2,866535.7K $0.06 %
114Smith & Nephew PLC 28,129519.9K $0.06 %
115Intertek Group PLC 7,475475.7K $0.06 %
116Novo Nordisk A/S 12,284462.1K $0.06 %
117Unilever PLC 5,850431K $0.05 %
118Nestle SA 3,602393.4K $0.05 %
119Kone Oyj 5,157390.1K $0.05 %
120Knorr-Bremse AG 2,937386.9K $0.05 %
121JPMorgan Chase & Co 1,225367.9K $0.04 %
122Publicis Groupe SA 3,496311.6K $0.04 %
123Pluxee NV 19,954266.9K $0.03 %
124KDDI Corp 14,700251.4K $0.03 %
125Seven & i Holdings Co Ltd 14,200199.6K $0.02 %
126London Stock Exchange Group PLC 1,532182.9K $0.02 %
127Asahi Group Holdings Ltd 13,700149.1K $0.02 %
128Schneider Electric SE 361118K $0.01 %
129SVB Financial Group 13359.5K $0.01 %
130Magnum Ice Cream Co NV/The 1,32921K $0.00 %
131MNSN HOLDINGS INC 1156.1K $0.00 %

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The bonds it holds

110 companies, 223 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Goldman Sachs Group Inc/The86.6M $0.78 %
2Bank of America Corp104.8M $0.57 %
3JPMorgan Chase & Co83.1M $0.37 %
4Citigroup Inc62.3M $0.28 %
5Merck & Co Inc71.8M $0.22 %
6AT&T Inc71.7M $0.20 %
7Enbridge Inc51.5M $0.18 %
8Morgan Stanley61.4M $0.17 %
9Energy Transfer LP51.4M $0.17 %
10Dominion Energy Inc31.3M $0.16 %
11Oracle Corp41.3M $0.16 %
12Jefferies Financial Group Inc61.2M $0.14 %
13Verizon Communications Inc31.2M $0.14 %
14Boeing Co/The31.2M $0.14 %
15Deutsche Bank AG21.1M $0.14 %
16Rogers Communications Inc21.1M $0.14 %
17UBS Group AG41.1M $0.13 %
18Caesars Entertainment Inc3984.1K $0.12 %
19SoftBank Corp2981.8K $0.12 %
20Vistra Corp2956.5K $0.11 %
21PNC Financial Services Group Inc/The4869.3K $0.10 %
22Iron Mountain Inc2844K $0.10 %
23Orange SA3799.6K $0.10 %
24Abbott Laboratories2790.2K $0.09 %
25NRG Energy Inc3781.8K $0.09 %
26Bath & Body Works Inc2678.6K $0.08 %
27CVS Health Corp3632.3K $0.08 %
28AbbVie Inc2617.7K $0.07 %
29NatWest Group PLC1586.3K $0.07 %
30USA Compression Partners LP2556K $0.07 %
31KKR & Co Inc1549.6K $0.07 %
32Huntington Bancshares Inc/OH2529.2K $0.06 %
33Banco Santander SA2483.9K $0.06 %
34Bank of Montreal2443.5K $0.05 %
35Tenet Healthcare Corp1441.7K $0.05 %
36Amazon.com Inc2437.7K $0.05 %
37Wells Fargo & Co2434K $0.05 %
38Ares Capital Corp1429.6K $0.05 %
39Nordea Bank Abp1413.4K $0.05 %
40US Bancorp3413K $0.05 %
41Sealed Air Corp2403.2K $0.05 %
42Prudential Financial, Inc.1399.8K $0.05 %
43Gildan Activewear Inc1397.6K $0.05 %
44Pfizer Inc2375.9K $0.05 %
45Alphabet Inc2365.4K $0.04 %
46Brookfield Asset Management Ltd1364K $0.04 %
47Cleveland-Cliffs Inc1353.9K $0.04 %
48SM Energy Co2341.3K $0.04 %
49Commercial Metals Co1323.8K $0.04 %
50Goodyear Tire & Rubber Co/The1321.7K $0.04 %
51Acadia Healthcare Co Inc1320.4K $0.04 %
52Royal Caribbean Cruises Ltd1312.2K $0.04 %
53Kinder Morgan, Inc.1306.7K $0.04 %
54Amentum Holdings Inc1300.9K $0.04 %
55Boyd Gaming Corp1299.6K $0.04 %
56DaVita Inc2298K $0.04 %
57Bank of New York Mellon Corp/The1294.1K $0.04 %
58Gray Media Inc2293.5K $0.04 %
59Magnera Corp1291K $0.03 %
60CACI International Inc1289.5K $0.03 %
61Asbury Automotive Group Inc2283.6K $0.03 %
62Capstone Copper Corp1283.4K $0.03 %
63Broadcom Inc2280.9K $0.03 %
64Amgen Inc1266.5K $0.03 %
65Marriott International Inc/MD2258.1K $0.03 %
66PennyMac Financial Services Inc2258K $0.03 %
67Popular Inc1250.7K $0.03 %
68Enpro Inc1246.2K $0.03 %
69Lowe's Cos Inc1240.9K $0.03 %
70Esab Corp1238.1K $0.03 %
71Genesis Energy LP3234.5K $0.03 %
72Babcock International Group PLC1232.7K $0.03 %
73Terex Corp1221.6K $0.03 %
74Snap Inc1219.3K $0.03 %
75Herc Holdings Inc3218.7K $0.03 %
76American Electric Power Co Inc1215.8K $0.03 %
77Barclays PLC1212.4K $0.03 %
78Genmab A/S1207.7K $0.02 %
79Royal Bank of Canada1199.9K $0.02 %
80Grifols SA1197.6K $0.02 %
81Carpenter Technology Corp1197K $0.02 %
82Bombardier Inc1193.1K $0.02 %
83Black Hills Corp1192K $0.02 %
84Six Flags Entertainment Corp2189.1K $0.02 %
85Sysco Corp1181.7K $0.02 %
86Apollo Global Management Inc1181.3K $0.02 %
87Air Lease Corp1164.9K $0.02 %
88Matador Resources Co1161.9K $0.02 %
89Olin Corp1155.5K $0.02 %
90Cimpress PLC1151.1K $0.02 %
91Amphenol Corp1145.8K $0.02 %
92Diamondback Energy Inc1141.6K $0.02 %
93SUNOCO LP1136.4K $0.02 %
94Carnival Corp1135.7K $0.02 %
95Molina Healthcare Inc1135.6K $0.02 %
96RTX Corp1129.2K $0.02 %
97Manitowoc Co Inc/The1126.2K $0.02 %
98Clear Channel Outdoor Holdings Inc1125.3K $0.02 %
99Phinia Inc1113.3K $0.01 %
100Forestar Group Inc1112.7K $0.01 %

Sector breakdown

  • Technology 25.2 %
  • Funds 12.9 %
  • Financials 12.7 %
  • Health care 11.1 %
  • Communication 5.7 %
  • Industrials 4.7 %
  • Consumer discretionary 4.4 %
  • Consumer staples 4.0 %
  • Energy 2.7 %
  • Utilities 1.4 %
  • Materials 1.1 %
  • Real estate 0.7 %
  • Unattributed 13.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 97.0 %
  • EUR 1.6 %
  • GBP 0.4 %
  • DKK 0.4 %
  • JPY 0.3 %
  • SEK 0.2 %
  • CHF 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.0 %
  • Netherlands 0.5 %
  • France 0.5 %
  • United Kingdom 0.4 %
  • Denmark 0.4 %
  • Japan 0.3 %
  • Germany 0.3 %
  • Sweden 0.2 %
  • Spain 0.2 %
  • Belgium 0.1 %
  • Switzerland 0.1 %
  • Finland 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States99555.6M $97.02 %
2Netherlands52.6M $0.46 %
3France52.6M $0.46 %
4United Kingdom52.2M $0.39 %
5Denmark32M $0.36 %
6Japan51.9M $0.33 %
7Germany31.9M $0.33 %
8Sweden21.3M $0.23 %
9Spain1906.3K $0.16 %
10Belgium1774.3K $0.14 %
11Switzerland1393.4K $0.07 %
12Finland1390.1K $0.07 %
Cite this page

Titelia. "Holdings of Nomura Wealth Builder Fund". https://titelia.com/en/funds/S000002399