Titelia

Holdings of Transportation Fund

Rydex Series Funds · Original filing · Compare with another fund · Report an error

Net assets
5.4M $ including 5.3M $ in equities, 98.9 %
Positions
76 in 11 countries
Top ten
39.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Tesla Inc 1,692629K $11.74 %
2Uber Technologies Inc 3,073221K $4.12 %
3Union Pacific Corp 905219.6K $4.10 %
4United Parcel Service Inc 1,712168.4K $3.14 %
5CSX Corp 3,992163.9K $3.06 %
6FedEx Corp 452161K $3.00 %
7General Motors Co 2,025150.9K $2.81 %
8Norfolk Southern Corp 508145.8K $2.72 %
9Delta Air Lines Inc 1,938128.8K $2.40 %
10Old Dominion Freight Line Inc 618120.8K $2.25 %
11Ford Motor Co 10,436120.4K $2.25 %
12United Airlines Holdings Inc 1,138104.8K $1.95 %
13XPO Inc 46089.5K $1.67 %
14Southwest Airlines Co 2,11379.4K $1.48 %
15CH Robinson Worldwide Inc 47679K $1.47 %
16Expeditors International of Washington Inc 55078.8K $1.47 %
17JB Hunt Transport Services Inc 35875.9K $1.42 %
18NIO Inc 11,86571.5K $1.33 %
19Rivian Automotive Inc 4,62669.6K $1.30 %
20ZTO Express Cayman Inc 2,64566.6K $1.24 %
21Grab Holdings Ltd 18,13166.4K $1.24 %
22Stellantis NV 9,28365.8K $1.23 %
23Ferrari NV 19465.7K $1.23 %
24TFI International Inc 59865K $1.21 %
25Garrett Motion Inc 3,57264.9K $1.21 %
26Star Bulk Carriers Corp 2,79264.1K $1.20 %
27Canadian National Railway Co 62364K $1.19 %
28Li Auto Inc 3,57863.8K $1.19 %
29Canadian Pacific Kansas City Ltd 81063.7K $1.19 %
30Aptiv PLC 91763.7K $1.19 %
31Autoliv Inc 60163.2K $1.18 %
32Magna International Inc 1,11562.2K $1.16 %
33BorgWarner Inc 1,13761.7K $1.15 %
34Saia Inc 17360.8K $1.13 %
35ZIM Integrated Shipping Services Ltd 2,29860.6K $1.13 %
36Ryanair Holdings PLC 1,02959.5K $1.11 %
37Knight-Swift Transportation Holdings Inc 1,03259.4K $1.11 %
38Toyota Motor Corp 28658.9K $1.10 %
39Mobileye Global Inc 8,43858K $1.08 %
40Honda Motor Co Ltd 2,36557.5K $1.07 %
41Copa Holdings SA 49556.2K $1.05 %
42Kirby Corp 37850.2K $0.94 %
43American Airlines Group Inc 4,59849.4K $0.92 %
44Lear Corp 38246.3K $0.86 %
45Landstar System Inc 28145K $0.84 %
46GXO Logistics Inc 85544.3K $0.83 %
47Lyft Inc 3,17442.2K $0.79 %
48Ryder System Inc 20542K $0.78 %
49Gentex Corp 1,83140K $0.75 %
50Joby Aviation Inc 4,63238.3K $0.71 %
51Alaska Air Group Inc 1,01737.4K $0.70 %
52Thor Industries Inc 45336.2K $0.68 %
53Dana Inc 1,05135.4K $0.66 %
54Matson Inc 21034.4K $0.64 %
55Patrick Industries Inc 30634K $0.63 %
56SkyWest Inc 37034K $0.63 %
57Avis Budget Group Inc 22633K $0.62 %
58RXO Inc 2,14131.3K $0.58 %
59QuantumScape Corp 4,89531.2K $0.58 %
60Harley-Davidson Inc 1,43229K $0.54 %
61Visteon Corp 31128.3K $0.53 %
62Hub Group Inc 75127.1K $0.51 %
63Dorman Products Inc 24825.9K $0.48 %
64Werner Enterprises Inc 84424.8K $0.46 %
65Goodyear Tire & Rubber Co/The 3,61724K $0.45 %
66Adient PLC 1,15023.2K $0.43 %
67JetBlue Airways Corp 5,01122.1K $0.41 %
68Lucid Group Inc 2,19120.9K $0.39 %
69Allegiant Travel Co 23118.7K $0.35 %
70ArcBest Corp 18718.4K $0.34 %
71Sun Country Airlines Holdings Inc 1,06817.6K $0.33 %
72Fox Factory Holding Corp 93215.3K $0.29 %
73Hertz Global Holdings Inc 3,23814.9K $0.28 %
74Forward Air Corp 88814.8K $0.28 %
75Solid Power Inc 4,45213.4K $0.25 %
76Frontier Group Holdings Inc 2,90510.3K $0.19 %

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Sector breakdown

  • Industrials 35.8 %
  • Consumer discretionary 19.2 %
  • Unattributed 44.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 82.9 %
  • Cayman Islands 2.6 %
  • China 2.5 %
  • Canada 2.4 %
  • Japan 2.2 %
  • Ireland 1.6 %
  • Netherlands 1.2 %
  • Italy 1.2 %
  • Marshall Islands 1.2 %
  • Israel 1.1 %
  • Panama 1.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States614.4M $82.89 %
2Cayman Islands2137.9K $2.60 %
3China2130.4K $2.46 %
4Canada2127.7K $2.41 %
5Japan2116.4K $2.20 %
6Ireland282.7K $1.56 %
7Netherlands165.8K $1.24 %
8Italy165.7K $1.24 %
9Marshall Islands164.1K $1.21 %
10Israel160.6K $1.14 %
11Panama156.2K $1.06 %
Cite this page

Titelia. "Holdings of Transportation Fund". https://titelia.com/en/funds/S000003800