Titelia

Holdings of Basic Materials Fund

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

Net assets
39.6M $ including 37M $ in equities, 93.5 %
Positions
102 in 12 countries
Top ten
21.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Linde PLC 3,0231.5M $3.79 %
2Newmont Corp 9,7421.1M $2.66 %
3Freeport-McMoRan Inc 15,780927.5K $2.34 %
4Sherwin-Williams Co/The 2,702866.1K $2.19 %
5Ecolab Inc 3,019803.1K $2.03 %
6Air Products and Chemicals Inc 2,691781.7K $1.97 %
7Corteva Inc 9,061758.5K $1.92 %
8Coeur Mining Inc 33,405627K $1.58 %
9Nucor Corp 3,696625K $1.58 %
10Vulcan Materials Co 2,226606.1K $1.53 %
11Martin Marietta Materials Inc 1,013596.3K $1.51 %
12Albemarle Corp 3,091554.9K $1.40 %
13Dow Inc 13,034542.9K $1.37 %
14Barrick Mining Corp 12,788521.6K $1.32 %
15Steel Dynamics Inc 2,837510.7K $1.29 %
16CRH PLC 4,849509.7K $1.29 %
17PPG Industries Inc 4,769509.7K $1.29 %
18Vale SA 31,679504K $1.27 %
19Royal Gold Inc 1,784454K $1.15 %
20International Paper Co 12,618450.5K $1.14 %
21LyondellBasell Industries NV 5,570448.7K $1.13 %
22Agnico Eagle Mines Ltd 2,203447.2K $1.13 %
23Packaging Corp of America 2,056436.3K $1.10 %
24DuPont de Nemours Inc 9,512435.6K $1.10 %
25International Flavors & Fragrances Inc 5,854424.7K $1.07 %
26Alcoa Corp 6,307418.3K $1.06 %
27BHP Group Ltd 5,668412.3K $1.04 %
28Rio Tinto PLC 4,369407.6K $1.03 %
29CF Industries Holdings Inc 3,137407.3K $1.03 %
30Kinross Gold Corp 13,317406.4K $1.03 %
31Reliance Inc 1,322401.8K $1.01 %
32Amrize Ltd 7,062395.6K $1.00 %
33Smurfit Westrock PLC 9,886394K $1.00 %
34Amcor PLC 9,867392.2K $0.99 %
35Teck Resources Ltd 7,576392.1K $0.99 %
36Pan American Silver Corp 7,134389.7K $0.98 %
37Cemex SAB de CV 33,738386K $0.97 %
38Ball Corp 6,522385.5K $0.97 %
39Southern Copper Corp 2,215381.1K $0.96 %
40James Hardie Industries PLC 19,783374.7K $0.95 %
41Wheaton Precious Metals Corp 2,841372.2K $0.94 %
42Avery Dennison Corp 2,124366.8K $0.93 %
43Anglogold Ashanti Plc 3,711361.3K $0.91 %
44Equinox Gold Corp 24,865359.5K $0.91 %
45Franco-Nevada Corp 1,455359.5K $0.91 %
46Solstice Advanced Materials Inc 4,690357.2K $0.90 %
47Nutrien Ltd 4,728356.8K $0.90 %
48RPM International Inc 3,582356.1K $0.90 %
49First Majestic Silver Corp 16,271349.5K $0.88 %
50Hudbay Minerals Inc 16,166337.9K $0.85 %
51B2Gold Corp 74,164336K $0.85 %
52Alamos Gold Inc 7,523334.2K $0.84 %
53Harmony Gold Mining Co Ltd 21,611332.2K $0.84 %
54Hecla Mining Co 17,712330K $0.83 %
55Crown Holdings Inc 3,280328.8K $0.83 %
56ArcelorMittal SA 6,315328.3K $0.83 %
57IAMGOLD Corp 17,356326.6K $0.83 %
58Gold Fields Ltd 7,112322.9K $0.82 %
59Element Solutions Inc 9,243315.6K $0.80 %
60Sibanye Stillwater Ltd 24,778305.3K $0.77 %
61Fortuna Mining Corp 30,390301.8K $0.76 %
62Eldorado Gold Corp 8,740300K $0.76 %
63OR Royalties Inc 7,860298.8K $0.75 %
64Eastman Chemical Co 3,903297.9K $0.75 %
65Endeavour Silver Corp 31,943297.4K $0.75 %
66AptarGroup Inc 2,245282.9K $0.71 %
67Commercial Metals Co 4,357267.7K $0.68 %
68Celanese Corp 4,017264.2K $0.67 %
69Novagold Resources Inc 29,226262.4K $0.66 %
70MP Materials Corp 5,192250.6K $0.63 %
71TMC the metals co Inc 53,445249.6K $0.63 %
72Sealed Air Corp 5,884247.4K $0.63 %
73Eagle Materials Inc 1,303246.9K $0.62 %
74Mosaic Co/The 9,647246K $0.62 %
75SSR Mining Inc 8,287243.6K $0.62 %
76Axalta Coating Systems Ltd 8,767242.8K $0.61 %
77Sonoco Products Co 4,301232.6K $0.59 %
78Warrior Met Coal Inc 2,441227.4K $0.57 %
79Knife River Corp 2,702220.6K $0.56 %
80Cleveland-Cliffs Inc 25,531215.7K $0.54 %
81Louisiana-Pacific Corp 2,913211.9K $0.54 %
82Chemours Co/The 9,175202.1K $0.51 %
83Century Aluminum Co 3,420200.7K $0.51 %
84Westlake Corp 1,686197K $0.50 %
85Olin Corp 6,277186.6K $0.47 %
86Silgan Holdings Inc 4,659180.8K $0.46 %
87Graphic Packaging Holding Co 17,538174.3K $0.44 %
88Scotts Miracle-Gro Co/The 2,778168.9K $0.43 %
89FMC Corp 9,220158.8K $0.40 %
90USA Rare Earth Inc 10,350156.6K $0.40 %
91Sensient Technologies Corp 1,795155.2K $0.39 %
92Perpetua Resources Corp 5,207146.4K $0.37 %
93Huntsman Corp 10,766143.3K $0.36 %
94Innospec Inc 1,885137.6K $0.35 %
95Balchem Corp 699118.5K $0.30 %
96TriMas Corp 3,102111.5K $0.28 %
97United States Antimony Corp 11,642101.6K $0.26 %
98Ramaco Resources Inc 5,70688.2K $0.22 %
99PureCycle Technologies Inc 16,72686.8K $0.22 %
100Hawkins Inc 48073.7K $0.19 %

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Sector breakdown

  • Materials 53.3 %
  • Unattributed 46.7 %

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 70.7 %
  • Canada 18.2 %
  • South Africa 2.6 %
  • Brazil 1.4 %
  • Netherlands 1.2 %
  • Australia 1.1 %
  • Switzerland 1.1 %
  • Mexico 1.0 %
  • United Kingdom 1.0 %
  • Luxembourg 0.9 %
  • Bermuda 0.7 %
  • British Virgin Islands 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States7126.1M $70.66 %
2Canada196.7M $18.24 %
3South Africa3960.3K $2.60 %
4Brazil1504K $1.36 %
5Netherlands1448.7K $1.21 %
6Australia1412.3K $1.11 %
7Switzerland1395.6K $1.07 %
8Mexico1386K $1.04 %
9United Kingdom1361.3K $0.98 %
10Luxembourg1328.3K $0.89 %
11Bermuda1242.8K $0.66 %
12British Virgin Islands168K $0.18 %
Cite this page

Titelia. "Holdings of Basic Materials Fund". https://titelia.com/en/funds/S000003810