Titelia

Holdings of Dynamic Allocation Fund

Meeder Funds · Original filing · Compare with another fund · Report an error

Net assets
502.9M $ including 304.7M $ in equities, 60.6 %
Positions
218 in 4 countries
Top ten
24.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Ciena Corp 1,228476.7K $0.09 %
102SM Energy Co 15,055469.4K $0.09 %
103Dollar General Corp 3,940467.8K $0.09 %
104HCA Healthcare Inc 987467.1K $0.09 %
105Phillips 66 2,466449.3K $0.09 %
106Universal Health Services Inc 2,510449.2K $0.09 %
107Ubiquiti Inc 554437.8K $0.09 %
108Consolidated Edison Inc 3,830433.5K $0.09 %
109AECOM 4,959420.6K $0.08 %
110Eversource Energy 5,907409.2K $0.08 %
111IDEX Corp 2,149407.3K $0.08 %
112Hubbell Inc 819401.9K $0.08 %
113Hut 8 Corp 8,490398.3K $0.08 %
114Frontdoor Inc 7,291385.4K $0.08 %
115Ulta Beauty Inc 733383.1K $0.08 %
116Five Below Inc 1,640374.7K $0.07 %
117Marsh & McLennan Cos Inc 2,069358.9K $0.07 %
118ConocoPhillips 2,608344.3K $0.07 %
119AMETEK Inc 1,595341.9K $0.07 %
120Avnet Inc 5,521340.2K $0.07 %
121Deckers Outdoor Corp 3,392339.5K $0.07 %
122Anglogold Ashanti Plc 3,397330.7K $0.07 %
123Encompass Health Corp 3,417330.5K $0.07 %
124BorgWarner Inc 5,957323.2K $0.06 %
125EverQuote Inc 20,634318.2K $0.06 %
126Expedia Group Inc 1,364314.9K $0.06 %
127Mettler-Toledo International Inc 247311.5K $0.06 %
128EnerSys 1,790311K $0.06 %
129Cal-Maine Foods Inc 3,926310.7K $0.06 %
130Marathon Petroleum Corp 1,264308.6K $0.06 %
131Skyworks Solutions Inc 5,687304.5K $0.06 %
132Steel Dynamics Inc 1,629293.2K $0.06 %
133Armstrong World Industries Inc 1,756289.4K $0.06 %
134Southern Copper Corp 1,669287.2K $0.06 %
135Teradyne Inc 942279.3K $0.06 %
136Lincoln Electric Holdings Inc 1,095272.7K $0.05 %
137American Public Education Inc 4,788272.3K $0.05 %
138NRG Energy Inc 1,834268K $0.05 %
139V2X Inc 3,905267.5K $0.05 %
140Jones Lang LaSalle Inc 875266.3K $0.05 %
141Southwest Airlines Co 7,080266K $0.05 %
142ScanSource Inc 7,245263K $0.05 %
143CRH PLC 2,465259.1K $0.05 %
144SSR Mining Inc 8,638254K $0.05 %
145United Therapeutics Corp 402238.4K $0.05 %
146Arch Capital Group Ltd 2,440234.2K $0.05 %
147Viasat Inc 5,100233.6K $0.05 %
148Frost Total Return Bond Fund 23,680226.9K $0.05 %
149Coeur Mining Inc 11,826222K $0.04 %
150Acuity Inc 751210.4K $0.04 %
151Calix Inc 4,172204.4K $0.04 %
152CDW Corp/DE 1,637198.1K $0.04 %
153PACCAR Inc 1,697196K $0.04 %
154Devon Energy Corp 3,837193.1K $0.04 %
155Flowserve Corp 2,581189.7K $0.04 %
156ATI Inc 1,242180.7K $0.04 %
157Everpure Inc 3,008177.6K $0.04 %
158First American Financial Corp 2,880173.6K $0.03 %
159Commercial Metals Co 2,763169.7K $0.03 %
160Brinker International Inc 1,188169.6K $0.03 %
161Valmont Industries Inc 423169K $0.03 %
162RTX Corp 835161.1K $0.03 %
163New York Times Co/The 1,896158.8K $0.03 %
164Allison Transmission Holdings Inc 1,287150.7K $0.03 %
165Abercrombie & Fitch Co 1,592145.5K $0.03 %
166Champion Homes Inc 1,927143.3K $0.03 %
167Howmet Aerospace Inc 617142.2K $0.03 %
168Amkor Technology Inc 3,078138.6K $0.03 %
169Hasbro Inc 1,478138.3K $0.03 %
170Verizon Communications Inc 2,741137.6K $0.03 %
171Matador Resources Co 2,096132.4K $0.03 %
172Weatherford International PLC 1,398132.2K $0.03 %
173Cigna Group/The 487129.9K $0.03 %
174Generac Holdings Inc 654127.7K $0.03 %
175Graco Inc 1,500127K $0.03 %
176TTM Technologies Inc 1,287125.4K $0.02 %
177IDT Corp 2,216108.8K $0.02 %
178Bristol-Myers Squibb Co 1,57295.3K $0.02 %
179Sandisk Corp/DE 14994.7K $0.02 %
180Universal Display Corp 1,02894.2K $0.02 %
181Teradata Corp 3,60292.3K $0.02 %
182Visteon Corp 97688.9K $0.02 %
183General Motors Co 1,08080.5K $0.02 %
184Crocs Inc 94578.5K $0.02 %
185Blue Bird Corp 1,11663.4K $0.01 %
186EQT Corp 97562K $0.01 %
187Kaiser Aluminum Corp 50160.4K $0.01 %
188Black Hills Corp 86860.2K $0.01 %
189Edison International 78257.2K $0.01 %
190Tutor Perini Corp 69753.8K $0.01 %
191BrightSpring Health Services Inc 1,22952.4K $0.01 %
192NetScout Systems Inc 1,40744.7K $0.01 %
193CF Industries Holdings Inc 33743.8K $0.01 %
194JB Hunt Transport Services Inc 19942.2K $0.01 %
195American States Water Co 50938.5K $0.01 %
196Westamerica BanCorp 72337.7K $0.01 %
197PROG Holdings Inc 1,27836.7K $0.01 %
198Interactive Brokers Group Inc 52835.4K $0.01 %
199Essent Group Ltd 58734.3K $0.01 %
200Lumentum Holdings Inc 4632.3K $0.01 %

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Sector breakdown

  • Technology 29.8 %
  • Industrials 12.5 %
  • Financials 11.6 %
  • Health care 11.5 %
  • Communication 9.7 %
  • Energy 4.8 %
  • Consumer discretionary 3.5 %
  • Materials 1.9 %
  • Utilities 0.9 %
  • Unattributed 13.7 %

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

  • United States 99.2 %
  • United Kingdom 0.4 %
  • Ireland 0.3 %
  • Bermuda 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States213302.2M $99.18 %
2United Kingdom21.4M $0.45 %
3Ireland1873.7K $0.29 %
4Bermuda2268.5K $0.09 %
Cite this page

Titelia. "Holdings of Dynamic Allocation Fund". https://titelia.com/en/funds/S000003615