Titelia

Holdings of CAPITAL GROWTH PORTFOLIO

VANGUARD VARIABLE INSURANCE FUNDS · 128 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.3B $ · Ten largest lines: 37.7 % of the equity sleeve

Sector breakdown

  • Technology 25.8 %
  • Health care 21.1 %
  • Consumer discretionary 10.9 %
  • Industrials 8.1 %
  • Communication 7.4 %
  • Financials 6.0 %
  • Energy 1.4 %
  • Materials 1.0 %
  • Consumer staples 0.1 %
  • Unattributed 18.3 %

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 96.4 %
  • EUR 2.9 %
  • GBP 0.4 %
  • CHF 0.4 %

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 91.5 %
  • GB 5.2 %
  • DE 2.2 %
  • CH 0.5 %
  • FR 0.4 %
  • NL 0.2 %

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

CountryLinesValue (USD)Share
US1192B $91.45 %
GB3114.1M $5.20 %
DE249.2M $2.24 %
CH210.1M $0.46 %
FR19.6M $0.44 %
NL14.7M $0.21 %

Positions

CompanySharesValue (USD)Weight
Eli Lilly & Co 171,571157.8M $6.85 %
Micron Technology Inc 410,800138.8M $6.02 %
Alphabet Inc 302,40087M $3.77 %
AstraZeneca PLC 373,45073.7M $3.20 %
KLA Corp 45,00066.3M $2.88 %
Amgen Inc 181,07163.7M $2.76 %
Intel Corp 1,419,40062.6M $2.72 %
NVIDIA Corp 359,05062.6M $2.72 %
FedEx Corp 169,70060.4M $2.62 %
Amazon.com Inc 261,85054.5M $2.37 %
Microsoft Corp 139,10051.5M $2.23 %
Tesla Inc 134,80050.1M $2.17 %
Biogen Inc 263,55048.3M $2.10 %
Ross Stores Inc 211,60045.8M $1.99 %
Charles Schwab Corp/The 480,60045.2M $1.96 %
Siemens AG 178,28343.4M $1.88 %
Alibaba Group Holding Ltd 345,60043.4M $1.88 %
Texas Instruments Inc 214,60041.7M $1.81 %
Boston Scientific Corp 631,80239.6M $1.72 %
GSK PLC 582,20032.1M $1.39 %
TJX Cos Inc/The 192,50030.7M $1.33 %
Southwest Airlines Co 796,05029.9M $1.30 %
Bristol-Myers Squibb Co 448,70027.2M $1.18 %
United Airlines Holdings Inc 280,50025.8M $1.12 %
ConocoPhillips 194,10025.6M $1.11 %
Novartis AG 164,15025.1M $1.09 %
Alphabet Inc 86,25024.7M $1.07 %
Sony Group Corp 1,192,40024.7M $1.07 %
Visa Inc 80,10024.2M $1.05 %
Baidu Inc 203,70022.7M $0.98 %
Oracle Corp 151,10022.2M $0.96 %
Analog Devices Inc 65,60020.9M $0.91 %
JPMorgan Chase & Co 70,20020.7M $0.90 %
Thermo Fisher Scientific Inc 41,40020.3M $0.88 %
Adobe Inc 81,70019.9M $0.86 %
Delta Air Lines Inc 291,60019.4M $0.84 %
NetApp Inc 166,20017M $0.74 %
Caterpillar Inc 23,40016.6M $0.72 %
Raymond James Financial Inc 113,05016.4M $0.71 %
Chevron Corp 67,61014M $0.61 %
Wells Fargo & Co 174,50013.9M $0.60 %
Royal Caribbean Cruises Ltd 47,80013.2M $0.57 %
Walt Disney Co/The 129,00012.4M $0.54 %
Apple Inc 46,50011.8M $0.51 %
Elanco Animal Health Inc 472,61611.3M $0.49 %
Linde PLC 21,50010.7M $0.46 %
Northern Trust Corp 75,10010.5M $0.45 %
BEONE MEDICINES LTD 34,00010.1M $0.44 %
Intuit Inc 22,3009.6M $0.42 %
Airbus SE 50,9119.6M $0.42 %
Telefonaktiebolaget LM Ericsson 844,7009.5M $0.41 %
BioMarin Pharmaceutical Inc 166,9009.4M $0.41 %
Cisco Systems, Inc. 117,6009.1M $0.40 %
Mattel Inc 615,2008.9M $0.39 %
Albemarle Corp 49,2008.8M $0.38 %
Glencore PLC 1,103,7968.4M $0.36 %
TransDigm Group Inc 7,2008.3M $0.36 %
Roche Holding AG 20,7088.3M $0.36 %
Hewlett Packard Enterprise Co 342,5508.2M $0.35 %
American Airlines Group Inc 751,5008.1M $0.35 %
US Foods Holding Corp 85,8007.9M $0.34 %
Norfolk Southern Corp 27,0007.7M $0.34 %
Meta Platforms Inc 12,9007.4M $0.32 %
Corning Inc 54,0507.3M $0.32 %
Union Pacific Corp 29,4007.1M $0.31 %
HP Inc 362,3507M $0.30 %
Booz Allen Hamilton Holding Corp 87,8006.9M $0.30 %
IDEX Corp 35,3006.7M $0.29 %
Netflix Inc 69,5006.7M $0.29 %
Dollar Tree Inc 59,8006.5M $0.28 %
PayPal Holdings Inc 143,7006.5M $0.28 %
Synopsys Inc 16,3006.5M $0.28 %
Sysco Corp 89,1006.4M $0.28 %
Entegris Inc 51,3006M $0.26 %
Applied Materials Inc 17,5006M $0.26 %
Infineon Technologies AG 126,8785.8M $0.25 %
Danaher Corp 30,0005.7M $0.25 %
Marvell Technology Inc 56,2005.6M $0.24 %
Bank of New York Mellon Corp/The 46,2005.5M $0.24 %
Carrier Global Corp 92,6005.2M $0.23 %
Mastercard Inc 10,4005.2M $0.23 %
Fair Isaac Corp 4,8005.1M $0.22 %
CME Group Inc 16,7004.9M $0.21 %
EOG Resources Inc 32,7004.7M $0.21 %
Universal Music Group NV 243,1274.7M $0.20 %
QUALCOMM Inc 35,9004.6M $0.20 %
United Parcel Service Inc 45,6504.5M $0.19 %
CVS Health Corp 62,4004.5M $0.19 %
Progressive Corp/The 21,1004.2M $0.18 %
Zimmer Biomet Holdings Inc 45,5004.1M $0.18 %
Dow Inc 96,1664M $0.17 %
Alaska Air Group Inc 108,1004M $0.17 %
Burlington Stores Inc 12,1003.9M $0.17 %
Whirlpool Corp 70,9003.8M $0.17 %
General Dynamics Corp 10,7003.7M $0.16 %
Citigroup Inc 31,7003.6M $0.16 %
Broadcom Inc 11,4003.5M $0.15 %
Advanced Micro Devices Inc 16,8003.4M $0.15 %
Edwards Lifesciences Corp 41,4003.3M $0.14 %
Otis Worldwide Corp 42,2503.3M $0.14 %
eBay Inc 35,4003.2M $0.14 %
AMETEK Inc 14,9003.2M $0.14 %
CSX Corp 77,7003.2M $0.14 %
Western Digital Corp 11,7003.2M $0.14 %
Autodesk Inc 12,6003M $0.13 %
Jabil Inc 10,6002.8M $0.12 %
Rockwell Automation Inc 7,8002.8M $0.12 %
Stryker Corp 8,4002.8M $0.12 %
Flutter Entertainment PLC 26,7002.7M $0.12 %
Marsh & McLennan Cos Inc 15,4002.7M $0.12 %
Philip Morris International Inc. 15,8002.6M $0.11 %
Corteva Inc 30,7002.6M $0.11 %
JB Hunt Transport Services Inc 12,1002.6M $0.11 %
Palo Alto Networks Inc 15,6002.5M $0.11 %
Textron Inc 27,6002.4M $0.10 %
Agilent Technologies Inc 20,0002.3M $0.10 %
Qnity Electronics Inc 19,2832.2M $0.10 %
Bank of America Corp 44,7002.2M $0.09 %
Abbott Laboratories 21,0002.2M $0.09 %
Honeywell International Inc 9,2002.1M $0.09 %
Spotify Technology SA 4,1002M $0.09 %
NIKE Inc 35,0001.8M $0.08 %
Boeing Co/The 9,1001.8M $0.08 %
Alcon AG 23,8001.8M $0.08 %
DuPont de Nemours Inc 38,5661.8M $0.08 %
Okta Inc 20,0001.6M $0.07 %
Restaurant Brands International Inc 20,0001.5M $0.06 %
Sony Financial Group Inc 238,4801.1M $0.05 %