Titelia

Holdings of MidCap Stock Portfolio

BNY MELLON INVESTMENT PORTFOLIOS ·263 declared positions · as of Mar 31, 2026

Original filing · Net assets 156.5M $ · Ten largest lines: 11.9 % of the equity sleeve

Sector breakdown

  • Industrials 4.9 %
  • Technology 4.6 %
  • Health care 3.6 %
  • Materials 2.9 %
  • Energy 2.6 %
  • Consumer staples 2.1 %
  • Financials 1.2 %
  • Consumer discretionary 1.0 %
  • Utilities 0.4 %
  • Communication 0.3 %
  • Unattributed 76.4 %

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 94.3 %
  • SG 1.3 %
  • GB 1.3 %
  • BM 1.1 %
  • JE 0.8 %
  • IE 0.8 %
  • KY 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US254146.7M $94.35 %
2SG12.1M $1.32 %
3GB12M $1.29 %
4BM21.7M $1.08 %
5JE11.3M $0.84 %
6IE31.3M $0.84 %
7KY1431.3K $0.28 %

Positions

RankCompanySharesValueWeight
201BellRing Brands Inc 13,600218.8K $0.14 %
202Skyworks Solutions Inc 4,080218.5K $0.14 %
203Nexstar Media Group Inc 1,204217.7K $0.14 %
204Armstrong World Industries Inc 1,280210.9K $0.13 %
205Darling Ingredients Inc 3,366208.2K $0.13 %
206Charles River Laboratories International Inc 1,197206.5K $0.13 %
207Boyd Gaming Corp 2,507206K $0.13 %
208elf Beauty Inc 3,374204.5K $0.13 %
209Euronet Worldwide Inc 2,985198.1K $0.13 %
210NRG Energy Inc 1,350197.3K $0.13 %
211Cleveland-Cliffs Inc 23,346197.3K $0.13 %
212Sotera Health Co 13,700196.5K $0.13 %
213Deckers Outdoor Corp 1,951195.3K $0.12 %
214Hims & Hers Health Inc 9,309193.3K $0.12 %
215OGE Energy Corp 3,992191.5K $0.12 %
216Best Buy Co Inc 2,961190.1K $0.12 %
217Jefferies Financial Group Inc 4,487185.2K $0.12 %
218Etsy Inc 3,696184.7K $0.12 %
219Vornado Realty Trust 7,105184.7K $0.12 %
220Reinsurance Group of America Inc 900183.7K $0.12 %
221Scotts Miracle-Gro Co/The 2,946179.1K $0.11 %
222Duolingo Inc 1,817179.1K $0.11 %
223Wingstop Inc 1,069165.7K $0.11 %
224Mattel Inc 11,354165K $0.11 %
225SLM Corp 7,626163.3K $0.10 %
226Wayfair Inc 2,167163K $0.10 %
227Lyft Inc 11,672155.2K $0.10 %
228Greif Inc 2,158144.7K $0.09 %
229Guidewire Software Inc 957143.1K $0.09 %
230Envista Holdings Corp 5,500139.5K $0.09 %
231Zebra Technologies Corp 660138K $0.09 %
232Haemonetics Corp 2,386134.5K $0.09 %
233Olin Corp 4,480133.2K $0.09 %
234Lithia Motors Inc 529132.1K $0.08 %
235KBR Inc 3,496128.9K $0.08 %
236Pinterest Inc 6,700122.9K $0.08 %
237Murphy USA Inc 222109.7K $0.07 %
238Sirius XM Holdings Inc 4,668107.7K $0.07 %
239Qorvo Inc 1,389107.5K $0.07 %
240Lattice Semiconductor Corp 1,136105.4K $0.07 %
241Park Hotels & Resorts Inc 9,767102.8K $0.07 %
242Allegro MicroSystems Inc 3,215101.4K $0.06 %
243Northwestern Energy Group Inc 1,521100.3K $0.06 %
244Avis Budget Group Inc 63492.5K $0.06 %
245Teladoc Health Inc 16,58690.4K $0.06 %
246PTC Inc 50672.1K $0.05 %
247Avient Corp 1,74163.2K $0.04 %
248National Storage Affiliates Trust 1,55158.5K $0.04 %
249AutoNation Inc 28956.4K $0.04 %
250Kemper Corp 1,76253.8K $0.03 %
251Appfolio Inc 28244.5K $0.03 %
252Delta Air Lines Inc 64743K $0.03 %
253Roku Inc 41739.5K $0.03 %
254Avantor Inc 4,85838.1K $0.02 %
255Shift4 Payments Inc 74732.7K $0.02 %
256Energizer Holdings Inc 1,68527.7K $0.02 %
257Post Holdings Inc 23723.4K $0.02 %
258Adient PLC 50910.3K $0.01 %
259Gamestop Corp 1,8457.1K $0.00 %
260Cava Group Inc 564.5K $0.00 %
261Xerox Holdings Corp 2,8123.6K $0.00 %
262XEROX HOLDINGS CORP 1,406127.2 $0.00 %
263Wolfspeed Inc 232.6 $