Titelia

Holdings of M Large Cap Value Fund

M FUND INC · Original filing · Compare with another fund · Report an error

Net assets
192.4M $ including 191.8M $ in equities, 99.7 %
Positions
221 in 4 countries
Top ten
28.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201First Horizon Corp 5,500125.2K $0.07 %
202BJ's Wholesale Club Holdings Inc 1,200118.1K $0.06 %
203F5 Inc 400115.7K $0.06 %
204Dillard's Inc 200114.4K $0.06 %
205Bio-Rad Laboratories Inc 400111.5K $0.06 %
206Invesco Ltd 4,400106.9K $0.06 %
207GameStop Corp 4,20096.8K $0.05 %
208J M Smucker Co/The 1,00096.4K $0.05 %
209Cullen/Frost Bankers Inc 70096K $0.05 %
210Popular Inc 70093.9K $0.05 %
211DaVita Inc 60092.2K $0.05 %
212Revvity Inc 1,00087.6K $0.05 %
213Ryder System Inc 40081.9K $0.04 %
214Zions Bancorp NA 1,40080.7K $0.04 %
215CNH Industrial NV 6,60072.6K $0.04 %
216Western Alliance Bancorp 1,00070.9K $0.04 %
217Molson Coors Beverage Co 1,60068.9K $0.04 %
218Allison Transmission Holdings Inc 50058.5K $0.03 %
219Encompass Health Corp 60058K $0.03 %
220Hormel Foods Corp 1,90043K $0.02 %
221Skyworks Solutions Inc 60032.1K $0.02 %

Download this table: CSV, JSON

Sector breakdown

  • Financials 26.8 %
  • Health care 14.3 %
  • Energy 10.0 %
  • Communication 8.0 %
  • Consumer staples 6.5 %
  • Consumer discretionary 6.2 %
  • Industrials 5.8 %
  • Technology 4.2 %
  • Materials 3.9 %
  • Utilities 2.9 %
  • Funds 2.0 %
  • Unattributed 9.3 %

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 99.3 %
  • Bermuda 0.4 %
  • Ireland 0.3 %
  • Netherlands 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States216190.5M $99.29 %
2Bermuda2698.5K $0.36 %
3Ireland2596K $0.31 %
4Netherlands172.6K $0.04 %
Cite this page

Titelia. "Holdings of M Large Cap Value Fund". https://titelia.com/en/funds/S000006152