Titelia

Holdings of Wireless Fund

PFS FUNDS · 19 declared positions · as of Mar 31, 2026

Original filing · Net assets 10.8M $ · Ten largest lines: 76 % of the equity sleeve

Sector breakdown

  • Technology 77.0 %
  • Communication 20.1 %
  • Unattributed 2.9 %

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 97.6 %
  • TW 2.4 %

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

CountryLinesValueShare
US1810.4M $97.61 %
TW1253.5K $2.39 %

Positions

CompanySharesValueWeight
NVIDIA Corp 12,5402.2M $20.23 %
Alphabet Inc 4,7501.4M $12.64 %
Apple Inc 3,225818.5K $7.57 %
Microsoft Corp 2,140792.2K $7.33 %
Broadcom Inc 1,702526.8K $4.87 %
KLA Corp 357525.7K $4.86 %
Applied Materials Inc 1,515517.8K $4.79 %
Oracle Corp 3,105456.8K $4.23 %
Meta Platforms Inc 780446.3K $4.13 %
Lam Research Corp. 2,000427.3K $3.95 %
Motorola Solutions Inc 955414.4K $3.83 %
QUALCOMM Inc 3,010387.6K $3.59 %
Advanced Micro Devices Inc 1,880382.4K $3.54 %
T-Mobile US Inc 1,550325.5K $3.01 %
AppLovin Corp 680270.6K $2.50 %
Taiwan Semiconductor Manufacturing Co Ltd 750253.5K $2.34 %
Cisco Systems, Inc. 2,725211.4K $1.96 %
PayPal Holdings Inc 3,870175K $1.62 %
Telefonaktiebolaget LM Ericsson 11,540130.1K $1.20 %