Titelia

Holdings of Telecommunications Fund

Rydex Variable Trust · 47 declared positions · as of Mar 31, 2026

Original filing · Net assets 4.5M $ · Ten largest lines: 51.6 % of the equity sleeve

Sector breakdown

  • Technology 25.6 %
  • Communication 22.5 %
  • Unattributed 51.9 %

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 85.2 %
  • CA 4.5 %
  • GB 3.0 %
  • FI 1.7 %
  • LU 1.7 %
  • MX 1.6 %
  • KR 1.4 %
  • BM 0.8 %

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

CountryLinesValueShare
US373.8M $85.24 %
CA3202K $4.48 %
GB2135.7K $3.01 %
FI178.5K $1.74 %
LU175.8K $1.68 %
MX173.5K $1.63 %
KR165K $1.44 %
BM134.6K $0.77 %

Positions

CompanySharesValueWeight
Cisco Systems, Inc. 4,515350.3K $7.87 %
AT&T Inc 10,578306.7K $6.89 %
Verizon Communications Inc 5,798291.1K $6.53 %
Arista Networks Inc 1,881230.9K $5.19 %
Comcast Corp 7,288209.2K $4.70 %
T-Mobile US Inc 977205.2K $4.61 %
Ciena Corp 509197.6K $4.44 %
Lumentum Holdings Inc 275193.3K $4.34 %
Motorola Solutions Inc 418181.4K $4.07 %
EchoStar Corp 1,351158.2K $3.55 %
AST SpaceMobile Inc 1,738144K $3.23 %
Charter Communications, Inc. 583125.9K $2.83 %
F5 Inc 395114.3K $2.57 %
Roku Inc 1,122106.2K $2.38 %
Viavi Solutions Inc 2,43881.1K $1.82 %
Nokia Oyj 9,76578.5K $1.76 %
Millicom International Cellular SA 1,01175.8K $1.70 %
Telefonaktiebolaget LM Ericsson 6,69675.5K $1.69 %
Lumen Technologies Inc 10,72674.5K $1.67 %
America Movil SAB de CV 2,88673.5K $1.65 %
Vodafone Group PLC 4,72971K $1.59 %
BCE Inc 2,75369.5K $1.56 %
TELUS Corp 5,27967.7K $1.52 %
Applied Optoelectronics Inc 78566.4K $1.49 %
KT Corp 3,02865K $1.46 %
Rogers Communications Inc 1,68664.8K $1.46 %
Liberty Global Ltd. 5,34764.6K $1.45 %
Versant Media Group Inc 1,70563.1K $1.42 %
Telephone and Data Systems Inc 1,32956K $1.26 %
Viasat Inc 1,19954.9K $1.23 %
Vistance Networks Inc 3,00854.7K $1.23 %
Ondas Inc 5,57150.4K $1.13 %
Calix Inc 96747.4K $1.06 %
Uniti Group Inc 4,99246.8K $1.05 %
Iridium Communications Inc 1,67046.3K $1.04 %
NetScout Systems Inc 1,33842.5K $0.96 %
Extreme Networks Inc 2,66840.2K $0.90 %
InterDigital Inc 12036.2K $0.81 %
Liberty Latin America Ltd 3,92534.6K $0.78 %
Globalstar Inc 51334.1K $0.77 %
ADTRAN Holdings Inc 2,40430.2K $0.68 %
Harmonic Inc 2,95426.5K $0.60 %
Ubiquiti Inc 3326.1K $0.59 %
Cogent Communications Holdings Inc 1,24223.4K $0.53 %
NETGEAR Inc 82117.9K $0.40 %
GCI Liberty Inc 44316.5K $0.37 %
Gogo Inc 3,67514.8K $0.33 %