Titelia

Holdings of BlackRock Capital Appreciation Portfolio

BlackRock Series Fund, Inc. · 34 declared positions · as of Mar 31, 2026

Original filing · Net assets 229.8M $ · Ten largest lines: 58.6 % of the equity sleeve

Sector breakdown

  • Technology 48.3 %
  • Industrials 12.5 %
  • Consumer discretionary 9.4 %
  • Communication 9.3 %
  • Health care 6.3 %
  • Real estate 2.5 %
  • Financials 2.3 %
  • Materials 2.3 %
  • Consumer staples 1.2 %
  • Unattributed 5.9 %

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 98.2 %
  • CA 1.8 %

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

CountryLinesValueShare
US33221.8M $98.19 %
CA14.1M $1.81 %

Positions

CompanySharesValueWeight
NVIDIA Corp 194,65733.9M $14.77 %
Amazon.com Inc 90,29818.8M $8.18 %
Apple Inc 55,93014.2M $6.18 %
Microsoft Corp 38,32214.2M $6.17 %
Alphabet Inc 41,23711.9M $5.16 %
Broadcom Inc 36,28911.2M $4.89 %
Meta Platforms Inc 15,8529.1M $3.95 %
Howmet Aerospace Inc 30,5587M $3.06 %
Caterpillar Inc 8,7946.2M $2.71 %
Quanta Services Inc 10,6845.9M $2.55 %
Equinix Inc 5,7815.7M $2.47 %
Datadog Inc 47,8785.7M $2.46 %
McKesson Corp 6,1075.3M $2.30 %
Freeport-McMoRan Inc 87,9375.2M $2.25 %
Arista Networks Inc 41,8895.1M $2.24 %
Intel Corp 109,9364.9M $2.11 %
Eli Lilly & Co 5,1914.8M $2.08 %
Eaton Corp PLC 13,2224.7M $2.06 %
Snowflake Inc 30,0364.5M $1.97 %
Palo Alto Networks Inc 27,9514.5M $1.95 %
L3Harris Technologies Inc 12,7544.4M $1.92 %
AppLovin Corp 10,3554.1M $1.79 %
Shopify Inc 34,4284.1M $1.78 %
Capital One Financial Corp 21,7194M $1.72 %
Applied Materials Inc 11,4173.9M $1.70 %
Robinhood Markets Inc 49,8093.5M $1.50 %
Lam Research Corp 15,7563.4M $1.47 %
TransDigm Group Inc 2,4922.9M $1.26 %
Walmart Inc 21,6362.7M $1.17 %
Boston Scientific Corp 41,7132.6M $1.14 %
Tesla Inc 6,4972.4M $1.05 %
EQT Corp 37,7392.4M $1.05 %
Thermo Fisher Scientific Inc 3,1691.6M $0.68 %
Citigroup Inc 11,1721.3M $0.55 %